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HomeMy WebLinkAbout01-1157 Estate of WILLIAM J. BYERS also known as PETITION FOR PROBATE and GRANT OF LETTERS &\-0 - 5 No. To: Register of Wills for the . Deceased. County of CUMBERLAND in the Social Security No. 184-12-5066 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut rix in the last will of the above decedent, dated October 1, 2001 and codicil(s) dated named ,19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 1138 Franklin Street. Carlisle. Pa. 17013 (list street, number and muncipality) Decendent, then 79 years of age, died December 5, 2001 at Carlisle. Cumherland Countv. Pennsvlvania. 17013 Except. as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution~f the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: '._' Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: ,19 $ 5 000 $ $ $ 7, (JOD WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.La.; administration d.~.n.c.t.a.) theron. - '" or u C o :'2--;;;- "'~ 0'- 0::0 c "00 c'= N'= 3~ 0'- ;0 <U c 00 Vi OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ') s '" COUNTY OF CUMBERLAND J :s The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and Correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will wel and truly ad inister the estate according to law. 17-~~- /0 CI1 Qq' :::! ~ - s.:: ~ ~ No. ,~I-Ol- 1151 Estate of WILLIAM J. BYERS , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW December AD 2001 f9t_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated October 1, 2001 described therein be admitted to probate and filed of record as the last will of WILLIAM J. BYERS TESTAMENTARY SARAH F. BYERS and Letters are hereby granted to lLt/l~ gist r of Wills \ FEES Probate, Letters, Etc. ......... $...so. Short C~rt.ificate~rJ-' . . . . . . . .. $ I ReftHBelat16B X .+tl~ ~ Susan J. Hartman, Esquire ATTORNEY (Sup. Ct. I.D. No.) 65184 Trvinp Row, C-arliRle, PA 17013 ADDRESS Filed . .I.~~ao.~O,~~~.~.~.....-..... 717-2/.9-7780 PHONE Vd ':"")qUlll:) )Ui3!D 017: Z d OZ 3lO LO. ..'~I~':IG8 -;C'jel:l ~I~t HIO\.HO\ REV 9/R(, 1JS is fO certify that the information here given is correctly copied from an original certificate of death dul~ filed with me as l.,xal Registrar.' The original certificate will be forwarded to the State Vital Records Office for permanent fillllg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ""IIIH"""",;",,,,, "i'~~\.i" OF PEi:----~ ,l\~~.' '.. . ~\ ~'~-~. ~\ !::E/: -.~.-' - ~i ~ ~ - -~-.:' I.b:'~ \*~. ".,..~.,:. '1*1 . -.... ... .. !....... \ ~ ~ :,. .... /~'-\I\ \.~-? {~I\'\\ ~~-- IMENl \\\ ~",'II '''''''''''''''''111111''' P 7714717 No, H105.;~ A.., 2/81 2:L~. ~t:U-~~ Local Registrar - DEe 9 2001 Date ~T <K NAME OF DECEDENT (FitSI'. Midal.. l.a., COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH ~T 1- AGE (last Birttloavl SEX 2. William UNDER 1 '{EAR Months OSyI 79 v" J. UNDER 1 DAY Hours I Minu... BIRTHPLACe (C'lyar-d Pl.ACEOF DE..(fHICt>eo.Of\lVQI"Oe __ ~'''SlrUCloOl'l-!onOlt-et ~I N;VNrrf'e';' HOSP'TALQ(i 7. Penna. ~,:",;on< FACIUry NAME (II no! .nSN\ltl()(l, g,...e Sfteef and F'lUmbefl =..,.,0 No.~1I'o.oed 'Td. acIUaIllmitaof MOTHER'S NAME iF.... Middle. MalOet\ Surname) ,t. Vir inia Elizabeth Stanton INFORMANT'S MAILING AOOAESSISlreet. City/bwn. SaI... Lip Code) _.11 8 Franklin Street Carlisle,Penns Ivania170 ~ PlACE OF DISPOSITION. Name of Cemetery, Crematory LOCATION. CityITown, Stat.. ~ Coot .. Olho. ..... Union Cemetery Carlisle ,Pennsylvania ..<- l.:rnl'"m"t1't'e'rs I carh~Ye LICENSE NUMBER RN- S I q (p '32.. - L (MoM'1'l i~-I () 23b. Dc. ? WAS CASE REFERRED TO MEDtCAL EXAJotlNERlCORONER? >t. ....0 ~ I ApptOximata PART II: 0thlH S9\irlCanc C'Of1dI&ions concributing 10 durtl, but : int.,..... b<<vrr..n nee FUUll:Jnv in1he ~ CMJM g;".n in PAAT I I 0rIMt and deart! ! tw,""rs Male .. COuNTY OF OERH <--21 Cumberland Carlisle to, .., OECEOEHT'S USUAL OCCUPATION (Give ~ ~ work dclf'oe durll'lQ moa ~~"':don04usefefired) l"oreman IlJ8 Franklin Street ,..Carlisle,Pennae 1701J Cumberland l>cI -- lIwin. _7 FRHEA'S NAME (First M1iOd1e. Last) ~ William INf'OfUAANT'S NAME CTpprinfl - ~arah F. Byers METHOD OF DISPOSITION &un.I[i CremaliOttO ~JrornSlat.O Olho.ISooc....L '71>, N. B ers 21c. M, 25. 27. PART I: Entar In. disease.. injurie$or compIicaliont whie" c.USecllhe <Saa,". Do not anlet lhe mod<t Of dying, luch 1$ cardiac or respiratory ana.t. Shock or h.." failure List only one ca~ on aactlli,.. rJ~ oue 1O({)R AS A CONSEOUENCE OF}: Cc~t.':"J DUe TO(OA AS A CONSEOUENCE Of)' OUE lOCQA AS A CONSfOUENCE OF); d. WERE AUTOPsy FINOtNGS MANNER OF DEATH ""*'ILA81E PRMJA TO Et' COMPLETION OF CAUSE 0 OFDEATH1 ....~.. Horn;cidra -.. 0 Pandfng Investlqauo" 0 No V.. 0 No 0 ....... 0 Could not be datannlned 0 DATE OF INJURY (Monlh,Oa", 'tear) STAJE FilE ,~M8EFI SOCIAL SECURITY NUMBER , 184 - 12 -5066 5,2001 RACE . Amencan India!\, SItlek, While. etc. ,........, Black MARITAL STATUS. Maniad N..... MlITied, WIdOwed, -1Sooc"Yl ,.,Married t7C.O __. dIeedltnt Iiwd", '0. SURVMNG SPOuSE I" ....... i74",.,..., twnal Sarah Foster ...... Carlisle - IJ 11--1','& NI!JPM ARr:: TIME OF INJURY INJURy AT WORK? DESCRIBE HOW INJURY OCCURRED. .... 0 NoD 20. ... PLACE OF INJURY. "t I'lorna, farm. stre.t. factory. olflca buildinc). alc. cSpecl1vl 'Do. M. JOe. a.. 21b. CERTWIEIt ICheck onr,. onel .CERTIFYING PHYSfClAN (Ph)'SlC1atI CMlfytf1g cause d deattllMl." another ptlVSIC.atl has prOr'lOVnced death 8r'lO comjJleled llem 23) To... ~ of "'y knowlItdge, death OCCurred due 110 the U,,"(s) and "'.Inn., aa .t.ted. .PRONOuNCIHG AND CERTIFYINQ PHYStClAH (Ph'f$ICIilf'l both pr:)nOVI'lCIf'lg Oeattl and ce-rtlfyorlg tocau:se 01 death) To tPM blnt ot my kno_Iedllft, death OCcurred alltle lime, data, and placa. a"d dua to tha ca"'Mi., and rnanner.. Ilaled.. .UEOfCAL EXAMINER/CORONER On t... b..'. ot "em'ne"on end/a< 'n'uII9.lIon. 'n my opin'on_ d..th OCcu'..d ., the lime, d.,...nd pl.c...nd duo to the c,u"(')'nd rn_"net...I.led....,...,...,......... ......,......,....,..,... ....,.,. ,...,......,.,....,. ....... ,.,......,...... :It.. REGISTRAR'S SIGNATURE AND NUM 1:9.11,,)..,,\101 70. ']/, 31b, UCENse NUM8E:R ATE SIGNED (Monr!. De", ......, o ,,~t> Db ~t.59 Y "d. /2 - Vb _ (;/ NAME AND ADDRESS OJ: PERSON WHO COMPLETED CAUSE OF DEATH (".m27) Ty.....,'.t Sf.. I!..G€. tLetc. V Ho .....L....",l ~ ~ U t_l.'~ ".".. /7.'(' o 22. DATE FILED (MOt'Ilt'!. Day, ~ar ) 'J)~, 1:, 4CO \ ,.. \:f.' ; .d ',',''1 '':-,,'' 'C\, qWI1'" ;-J..' -,,'..... 4..J .)P;S:~ "! ,r.., ,c&,<.' ' lO: Ll\f OZ:J 10 to. s II ~ J\ ! -:::~l <] ~ \=>88 }O ~~ " C,2DJOG3lj 6{ 1-0/ -/1 ~)'--] I;',,' .' i. Xi --{ I - I ," ) , .. ~, I ~ 4' LAST WILL & TESTAMENT OF WILLIAM J. BYERS, of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath all of my interest in Lots No. 21-22, "F", Street, tax parcel # 06-19-1643-039, unto my daughter, Karen Byers. FIFTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my wife, SARAH F. BYERS, provided she survives me by thirty (30) days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all said tangible personal property unto my children, Kendra B. Byers and Karen Byers, in equal shares, per stirpes. SIXTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, not specifically devised in Paragraph Fourth above, unto my wife, SARAH F. BYERS, provided she survives me by thirty days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all said real estate unto my children, Kendra B. Byers and Karen Byers, in equal shares, per stirpes. SEVENTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my wife, SARAH F. BYERS, provided she survives me by thirty (30) days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate unto children, Kendra B. Byers and Karen Byers, in equal shares, per stirpes. EIGHTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. .- NINTH. I hereby nominate, constitute and appoint my wife, SARAH F. BYERS as Executrix of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of SARAH F. BYERS, I nominate, constitute and appoint my daughter, KENDRA B. BYERS as Executrix ofthis my Last Will and Testament. I hereby relieve my Executrix from the necessity of posting security in connection with her duties, as such, in any jurisdiction in which she may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executrix, in her absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. TENTH. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal tq this, my Last Will and Testament, consisting of two typewritten pages this,/J/day of((,:A/';( 1.-,2001. ~ WILLIAM J. BYERS '7 /~ Signed, sealed published and declared by the above named Testator William 1. Byers as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~ f\ ._~ ;. //' )., / J!.~,-? . . . ",.(K/C. ,-} . ~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. I, William 1. Byers, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by William 1. Byers this i sf day of 6<:tCYX ( , 2001. C~~(:l. YYf'fr1\~ N t Public COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND ~c::-/ ~- WILLIAM 1. BYERS 'lIliIili&;c-l"" NOTARiAl "H. ["'7:iY L. MU)i/JiUn, ~!lYi ., , C;; (OF CIIRI.ISi.E, CU"i"U,')..' Iff COlLtl3S10N EXP!A1'O j,c._: ,H, \: . :SS. We, 5 ~_s.on -S. t1at1ffiO(l and (y {l th, (,1 L ])A(r !he witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw William 1. Byers sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by 5\":::'(0'\ .r 11'-1I'TI'r\(j(1 and ( r jilt/LV. L b (.<fI' , witnesses, this Je" day of oct()t;:(' ,2001. , J .- , '..-i I ~~ ,_;I l'f?wrnrl1il No ary P. blic L~ ~~A.,~ / .(J" (/1) \IIL . i1)y/;~ i? :.:_. ....~ . , NOTAfllAl SeAL 1 .,-' I'. .': ij i . . . i . ,.~ 1 f~ '. ' I r . ",' " ..:;i''',''::''L~.::.i';;;.'t... Vd ('i :eU0QUII1:) u~{Jel~ l 0: tl'd OZ::J I 0 lO. e: 1-;: t)etf }Q ; " :'K):)gl:j CERTIFICATION OF NOTICE UNDER RULE 5.6(A) NAME OF DECEDENT: William J. Byers DATE OF DEATH: December 5, 2001 2001-01157 WILL NO. ADMIN. NO. TO THE REGISTER: I certify that notice of beneficial interest required by Rule 5.5(a) of the orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January 18, 2002 NAME ADDRESS Sarah F. Byers 1138 Franklin Street, C~rli~lp. PA 17013 Kendra Byers, 1138 Franklin Street, Carlisle, PA 17013 Karen Byers 98 East Montana Street, Philadelphia, PA 19119 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except NONE DATE: I!I-ifc-J- I I k,~.4 ;fA~t:"~ ./S ignatun() Name Susan J. Hartman Address 1 Irvine Row Carlisle, PA 17013 Telephone 717-249-7780 Capacity: Personal Representative 0\ ;-:r x Counsel for personal representative ,- -...,!- ....,..- r~ N :z: ~ J "; ,,', ,.... " 0:.;0: cr:: p , ...::J "- ,:: J.:l= ,".'" ..J !.JG COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SUSAN J HARTMAN ESQUIRE 1 IRVINE ROW CARLISLE, PA 17013 u____u fold ESTATE INFORMATION: SSN: 184-12-5066 FILE NUMBER: 2101-1157 DECEDENT NAME: BYERS WILLIAM J DATE OF PAYMENT: 09/05/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/05/2001 NO. CD 001591 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $319.27 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: SUSAN J HARTMAN ESQUIRE CHECK# 5787 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $319.27 MARY C. LEWIS REGISTER OF WILLS ~ /1-r::2-P-/O BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX SUSAN J HARTMAN ESQ DUNCAN & HARTMAN 1 IRVINE ROW CARLISLE PA ~7013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-28-2002 BYERS 12-05-2001 21 01-1157 CUMBERLAND 101 '* REY-15~7 EX AFP (01-02) WILLIAM J Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -- REV=i5'4j-Ex-AFP-foY:02Y-No'TicE--oF-YNHEiiiTANci-'TA'x-APPRAisEHENT-,--ALi-oWANci-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BYERS WILLIAM J FILE NO. 21 01-1157 ACN 101 DATE 10-28-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 59.560.00 .00 .00 .00 4.840.00 7.095.00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 15.227.38 .00 (11) (12) (13) (14) NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. 71.495.00 15.227 38 56.267.62 .00 56.267.62 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 49.172.62 X 00 = 7.095.00 X 045 = .00 X 12 = .00 X 15 = (19)= .00 319.27 .00 .00 319.27 .n.... ~~~. (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-05-2002 CDOO1591 .00 319.27 TOTAL TAX CREDIT 319.27 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF KILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-150!) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. tI on - 0 l - r 1 sry FIRST AND FINAL ACCOUNT OF SARAH F. BYERS, EXECUTRIX OF THE ESTATE OF WILLIAM J. BYERS, LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY PENNSYLVANIA, DECEASED. Date of Death: Date of Executors Appointment: Accounting for the Period: December 5,2001 December 20, 2001 December 21,2001 - October 30,2002 Purpose of Account: Sarah F. Byers, Executrix offers this account to acquaint interested parties with the transactions that have occurred during her administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Susan J. Hartman, Esquire Duncan & Hartman, P.C. One Irvine Row Carlisle, P A 17013 717-249-7780 Date of Advertisement: The Sentinel January 21, January 28, February 4,2002 Cumberland Law Journal January 25, February 1, February 8, 2002 . SUMMARY OF ACCOUNT PRINCIPAL Receipts Cash 9,174.40 Personal Property 1,765.00 Real Estate 66,585.00 Total Principal Receipts: $77,524.40 Less Disbursements: Funeral Expenses 7,750.00 Administration Expenses 417.63 Federal and State Taxes 319.27 Fees and Commissions 687.50 To Karen Byers 50% Interest Lots 21-22 "F" Street Carlisle, P A 17013 $7,025.00 To Sarah F. Byers 1987 Cadillac $1,565.00 1985 Ford Truck $100.00 1981 Chevrolet Truck $100.00 338 "B" Street Carlisle, P A 17013 $59,560.00 Total Disbursements: $ 77,524.40 Balance of Principal & Interest to be Disbursed: $0 . ACCOUNT RECEIPTS OF PRINCIPAL CASH Members 1st Federal Credit Union Checking Acct # US Savings Bond E Series G2539140728E Contributions from Sarah Byers TANGIBLE PERSONAL PROPERTY: Personal property: 1987 Cadillac 1985 Ford Truck 1981 Chevrolet Truck REAL ESTATE: Residence: 338 "B" Street Carlisle, P A 17013 50% interest Lots 21-22 "F" Street Carlisle, P A 17013 Total Receipts $3,075.96 140.01 $5,958.43 $9.174.40 $1,565.00 100.00 100.00 $1.765.00 $59.560.00 $7.025.00 $66.585.00 $77.524.40 DISBURSEMENTS FUNERAL EXPENSES Ewing Brother Funeral Home, Inc. $7.750.00 ADMINISTRATION EXPENSES Register of Wills Probate fee Cumberland Law Journal Legal Ad The Sentinel Legal Ad Register of Wills filing fee Recorder of Deeds 191.00 75.00 77.63 15.00 59.00 $417.63 FEDERAL AND STATE TAXES Register of Wills Agent for PA Inheritance Tax $319.27 FEES AND COMMISSIONS 9-28-99 Duncan & Hartman, P.C. $687.50 DISTRIBUTIONS IN KIND To Karen Byers 50% Interest Lots 21-22 "F" Street Carlisle, P A 17013 To Sarah F. Byers 1987 Cadillac 1985 Ford Truck 1981 Chevrolet Truck 338 "B" Street Carlisle, P A 17013 $7,025.00 $1,565.00 $100.00 $100.00 $59,560.00 $68.350.00 Total Disbursements $77.524.40 DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES $68,350.00 in kind distribution PRINCIPAL BALANCE ON HAND NONE RECEIPTS OF INCOME NONE DISBURSEMENTS OF INCOME NONE PROPOSED DISTRIBUTIONS OF PRINCIPAL AND INCOME NONE STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND Sarah F. Byers being duly sworn according to law, deposes and states that the foregoing First & Final Account is true and correct to the best of her knowledge, information and belief. b~fhl~ Sworn to and s..~Qscribed before me thiP~y of November, 2002. .12k- NOTARIAL SEAL Cynthia L. Darr, f\lotar{ Public South Middleton Twp, County of Cumberland My Commission Expires Il,uq. 14, 2004 --...'_..'_..........-.a""~ . .. STATUS REPORT UNDER RULE 6.12 Name of Decedent: U)~t.IifiWJ S. ~R~ Date of Death: -uec.e\lY\ b.u- 5, 4Cft)1 (\ ! VO( Will No.: Admin. No.: -;;00/-1151 Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State~er administration of the estate is complete: Yes~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the)'ersonal representative file a final account with the Court? Yes V No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 Date: ~:J c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to this report. ~ d!~-d ~--~ ~gnature ...5 U...c,~1I1 "J'. f-J Ar;-~ ~~ Name l ~r tJ: YI ~- f)o"':; I a i /,..s1e ~ /7l:J /3 Address 1/7 - d'lf- 778D Telephone No. Capacity: ~ersonal Representative i>"J Counsel for personal representative REV-1500E~ [6-00) I- Z W C W (.) W C w I- lll:::$W Ull"" WIl.U ",00 U"'.... II.'" II. < COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Byers, William J. DiTl ?lJg'tlli(MM-DD-YEAR) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DAR'n1n~~~-DD-YEARI (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Byers, Sarah F. S 1. Original Return D 4. limited Estate ~ 6. Decedent Died Testate (AItach copy of W"I) o 9, litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale of dealll after 12.12-82) o 7. Decedent Maintained a living Trust (AlIattlcupyolTl\Ist) o 10. Spousal Poverty Credit (dale of deatll between 12-31-91 and 1-1-95) OFFICIAL USE ONLY c \ 1 - .2'l?'" 0 FILE NUMBER L --.l- ~ 1- ..!...-! ~ .L _ COUNTY COOf YEA' NUMBER SOCIAL SECURITY NUMBER 184 12 5066 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCiAl SECURITY NUMBER 172 24 7888 o 3. Remainder Return (dare of death prior to 12.13-82) o 5. Federal Estate Tax Return Required Q. 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Allam SeliC) I- Z w o z o II. '" W '" '" o U z o ~ :J l- ii: <C (.) w It: NAME Susan J. Hartman Es. FIRM NAME (W Applicabla) Duncan & Hartman, P.C. TEW1'9~E '~'-1)7 80 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) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) CDMPLETE MAILING ADDRESS 1 Irvine Row Carlisle,PA 17013 (1)59,560.00 (2) (3) (4) (5) 4,840.00 (6) 7,095.00 (7) (9) 15,227.38 (10) 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) z o ~ I-' :J Q,. ::E o (.) ~ SEE INSTRUCTIONS ON REVERSE SIDE FOR APPliCABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of line 14 taxable at lineal rate 17. Amount ofUne 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. [3 49,172.62 7,095.00 x.o_ (15) 4.5 x.o_ (16) x .12 (17) x .15 (18) (1B) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT f ~.--OFFrCiArUSt.-ONL\r"-'--l L (B) 11.495.00 (11) 15,227.38 (12) 56.267.62 (13) (14) 56,267.62 00 319.27 319.27 Decedent's Complete Address: STREET AODRESS '.' --- - 1138 Franklin Street CITY Carlisle I STATE PA I ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) "ll Q 77 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + 8 + C) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This Is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) "ll Q ?7 Make Check Payable to: REGISTER OF WILLS, AGENT _~Iiglll _1~lli:JUI 11IL lin!]ll I ~ JIll I r . jilin L. mr~IUl!\I\i!!f PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income oftha property transferred;........................... ...................... D b. retain the right to designate who shall use the property transferred or its income;.. ................. .............. D c. retain a reversionary interest; or................ ....................... ...................... ..................... ..................... D d. receive the promise for life of either payments, benefits or care? ................. ......................... ......... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................ ...................... ..................... 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............ ................ ..................... ............................................ ..... 0 No 5(] ~ .~ fi(] ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, I declare that I have examined this retum. including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete Declarationofpreparerothertl1anthepersonalrepresentaliveisbased on all informalionofwhich preparerhas any knowledge. AD RE S 1138 Franklin Street, Carlisle, PA 17013 SIGNATU OF PREPARER OTHER T < ,l i U rnnlll1 .~ I!U II It rmlllilll' lin Ili!~ T'if i <<'llifll1 T ,UIlllUJJiJi' !lIIliLIUJT III I lIIII. 11 11.11 UlIlllliJillfJ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 39116 lal (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. 39116 (al (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and tiling a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 39116(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. 39116(1.2) [72 P.S. 39116(a)(1)1. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 39116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-~502 EX+ 112.851 * ' . ~ , COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT l'STATE OF FILE NUMBER William J. Byers 21-01-1157 (Property iointly-owned with Right of Survivorship must b. disclosed on Schedule F) All real estate should be reported at fair market value which Is d.fined as the price at which property would L. exchanged betwe.n a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. SCHEDULE A REAL ESTATE ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. 338 "Bn St.. Carlisle. PA Tax parcel 106-20-1798-118 59.560.00 TOTAL (Also enter on line 1, Recapitulation) (If more space ;s needed, insert additional sheets of same size.) S 59.560.00 FlE\I-'508ex.{"'~ SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY " COMMO~THOF~YLVAN~ , INHERITANCE TAX RETURN RESDENlOECEDENT ESTATE OF William J. Byers FILE NUMBER 21-01-1157 Indude the proceeds .rlitigation and the date the proceeds were received by the estate. All property JoinUy.owned wftIl tile right of survivoJship must be disci..... on Schedule F. ITEM NUMBER 1. DESCRIPTION 1987 Cadillac VIN #lG6CB5180H4241895 (See Attached) VALUE AT DATE OF DEATH 1565.00 2. Members 1st FCU Checking DOD Balance 3.075.96 3. 1985 Ford Truck VIN #2FTEF1441FCA39367 (See Attached) 100.00 4. 1981 Chevrolet Truck VIN#2GCEK14H681135612 100.00 TOTAL (Also enter on line 5. Recapitulation) $ 4840. 00 REY-1509 EX+ 112-88) '1* COMMONWEALTH OF PENNSYLVANIA ,INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY 21-01-1157 I FILE NUMBER ESTATE OF William J. Byers Joint tenant(s}: NAME A. Karen Byers ADDRESS 98 E. Montana St:. Philadelphia. PA 19119 RELATIONSHIP TO DECEDENT Daughter B. Frances Byers "Same" Former Spouse C. Jointly-owned property: LETTER DATE ITEM FOR TOTAL VALUE DECD'S NUMBER JOINT MADE DESCRIPTION OF PROPERTY DOLLAR VALUE OF TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST 1. A 12-70 US Savings Bond 140.01 50% 70.00 Series E. G2539140728E 2. B 7/24/ 7 Lots 21-22 "F" St. 14.050 50% 7.025.00 Carlisle. PA Deed Book y-17-497 Tax parcel 06-19-1643-039 TOTAL (Also enter on line 6, Recapitulation) S 7.095.00 (If more space ;s needed insert additional sheets of same size) PI'V.'51l f.i(+ 'l88) '*' COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print ar Type I FILE NUMBER I 21-01-1157 ESTATE OF William J. Byers ITEM NUMBER A. B. 4. C. 1- 2. 3. 4. 5. 6. 7. B. DESCRIPTION AMOUNT Funeral Expenses: 1. Ewing Brothers Funeral Home 7,750.00 Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees Duncan and Hartman P.C. 3574.75 3. Family Exemption Claimant ~~T~ RYPTR Address of Claimant at decedent's deoth Street Address C~ ~~ Relationship "'i fA 3500.00 Zip Code Probate Fees Register of Wills 191.00 Miscellaneous Expenses: Cumberland Law Journal 75.00 Sentinel 77.63 Recorder of Deeds (see attached) 59.00 TOTAL (Also enter on line 9, Recapitulotion) $ 15,227.38 (If more space is needed, insert additional sheets of same size.) REV.le513EX-t-(2.B7l '*' SCHEDULE J BENEFICIARIES !:STATE OF William J. Byers . COMMONWEALTH Of PENNSYlVANIA INHERITANCE TAX RfTURN RESIDENT DECEDENT FilE NUMBER 21-01-1157 ITEM NAME AND ADDRESS OF BENEFICIARY RElATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: I. Karen Byers Daughl!er 7,095.00 98 E. Montana St. Philadelphia,PA 19119 2. Sarah F. Byers Wife residue 1138 Franklin ST. Carlisle, PA 17013 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: I. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also ente, on line 13, Recopi'ulot;on) S (If more space is needed, insert additional sheets of same size) .~ } .1 61J-DI-lIv I LAST WILL & TESTAMENT OF WILLIAM J. BYERS, of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath all of my interest in Lots No. 21-22, "F", Street, tax parcel # 06-19-1643-039, unto my daughter, Karen Byers. ........lH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my wife, SARAH F. BYERS, provided she survives me by thirty (30) days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all said tangible personal property unto my children, Kendra B. Byers and Karen Byers, in equal shares, per stirpes. SIXTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, not specifically devised in Paragraph Fourth above, unto my wife, SARAH F. BYERS, provided she survives me by thirty days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all said real estate unto my children, Kendra B. Byers and Karen Byers, in equal shares, per stirpes. SEVENTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my wife, SARAH F. BYERS, provided she survives me by thirty (30) days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all the rest, residue and rema!nder of my estate unto children, Kendra B. Byers and Karen Byers, in equal shares, per stirpes. EIGHTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the princjpal of my residuary estate. C'Cc . . , ""-'c"":')'~'I<P;'?"1~~~IL",.... "r.'>,-'" .~.::t~{.'" =---.-~"",. ,. "'"""~ . NINm. I hereby nominate, constitute and appoint my wife, SARAH F. BYERS as . Executrix of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of SARAH F. BYERS, I nominate, constitute anti appoint my daughter, KENDRA B. BYERS as Executrix of this my Last Will and Testament. I hereby relieve my Executrix from the necessity of posting security in connection with her duties, as such, in any jurisdiction in which she may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executrix, in her absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. TENm. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and ~~~ t9l~s, my Last Will and Testament, consisting of two typewritten pages thisj6rday 0~'l,-200L // ~ ~~ WILLIAM J. BYERS Signed, sealed published and declared by the above named Testator Wtlliam 1. Byers as and for . . his Last Will and Testament, in the presence of us, who, at his request, in his sight and . ,l\lld, in the sight and presence of each other, have hereunto subscribed our names as ~ ~ .i COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. I, William 1. Byers, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and .. executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. . Sworn or affirmed to and acknowledged before me, by William 1. Byers this i 51" day of ~'oe(" ,2001. ~ [J'. YY{11~lVY\QAi N PUblic COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~~ WILLIAM J. BYERS 1I0TARIAl U ~ It~TllY L IIUlIlIl:RT, NliT,',W t''''II~ CITY OF CARLISLE, CUMt!l\l.i,," ~;, ,J~ COIIIIISSlOM EXPlflE h 'r-'~t1lij, : :ss. We, SUSQn:;' HQrtrron and (of nthi a. L- Jy.rf !he witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw William J. Byers sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by 5 LlSq r\ :r tfu. r-trnCif\ and L r YI #1 ;0. l. b c.r r , witnesses, this }-"" day of Odob" , 2001. ~ d yytlAIYnArlP# No blic L_ V'/_~;;). /' .. vL(J~ . {~t'! (d. ,~/ ~/ ~ NOTARIAL SEAL 'Ri "C'1' ~v ,,If'l it": ~",jtl..., \., YU:AY..:,<< _.,J..~ ".~""" tl' ( (,r- C)(lI.!SLE, cU',I["n.'.) co" p~_ ,,"'e".'" """OW EXFlEcS "c~'J.T 11, 20" 1111 l,. .." ,'.' .~..., < <: .~itQ?J~~~~~gs m il3ERlAND COUNn-<o' 'Q2JUL2Y Prl 2 59 Tax Parcel No. 0' - ;)D -17" ~ - 1/ 8 FIDUCIARY WARRANTY DEED MADE the ~rel. day of o-~ ,2002, BETWEEN SARAH J. BYERS, alkla SARAH F. BYERS, of Carlisle, Cumberland County, Pennsylvania, individually and as Executrix of the Estate of WILLIAM J. BYERS, deceased, late of Carlisle Borough, Cumberland County, Pennsylvania, GRANTOR, AND SARAH F. BYERS, of Carlisle, Cumberland County, Pennsylvania, GRANTEE, WHEREAS, William J. Byers died testate December 5, 2001, seized of the hereinafter described tract of land; and WHEREAS, Letters Testamentary were granted to Sarah J. Byers, alkla Sarah F. Byers on December 20, 2001, and indexed in the Cumberland County Register of Wills Office to No. 21-01-1157; and WHEREAS, under the Last Will and Testament of William J. Byers, the within conveyed premises were not specifically devised; and WHEREAS, the Executrix conveys the herein described tract of land pursuant to the powers vested in her, respectively, as personal representative for the Estate; NOW, THEREFORE, that in consideration of One and 001100($1.00) Dollar in hand paid, the receipt whereof is hereby acknowledged, the grantor hereby grants and conveys in fee simple to the said Grantee, her heirs and assigns, ALL THAT certain lot of ground situate in the Fifth Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described as follows: ON the North by B Street; on the East by Lot No. 38 on the hereinafter mentioned Plan of Lots; on the South by a 16-foot alley; and on the West by Lot No. 36 on said Plan; having a frontage of 25 feet on said B Street and extending at an even width 150 feet in depth to said alley, and being Lot No. 37, Block No.6, on the Plan of Lots of the Carlisle Land and Improvement Company, recorded in the Office of the Recorder of Deeds in and for Cumberland County in Miscellaneous Docket 11, page 572; and BEING improved with a frame dWelling house known as and numbered 338 "B" Street (erroneously identified as 328 "B" Street on prior deed) BEING the same premises conveyed by Clyde E. Fisher, Sheriff of the County of Cumberland County, by deed dated April 24, 1959, and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Sheriff Deed Book 6, Page 311, conveyed unto William J. Byers and Virginia E. Byers. The said Virginia E. Byers died May 1, 1974 thereby vesting the entire fee ownership in her surviving spouse, William J. Byers. AND the Grantor, in her capacities as aforesaid, covenants that she has not heretofore done or committed any act, malter, or thing whatsoever, whereby the Premises hereby granted and conveyed, or any part thereof, is are, or shall be impeached, charged, or encumbered in title, charge, estate, or otherwise, howsoever. WITNESS the due execution hereof the day and year first above written. Witness: ESTATE OF WILLIAM J. BYERS /g~o'f'~-'-..J COMMONWEALTH OF PENNSYLVANIA :ss" COUNTY OF CUMBERLAND On this, the02.,3 day of 4dM - , 2002, before me the undersigned officer, personally appeared Sarah(fv Byer(jalkJa Sarah F. Byers known to me (or satisfactorily proven) to be the person wfiose name is subscribed to the within deed and acknowledged that she executed the foregoing "Fiduciary Warranty Deed" in her capacity as Executrix of the Estate of William J. Byers, deceased, as stated therein, for the purposes therein contained. WITNESS my hand and official seal the day and year first above written. ;} NOTARIAL SEAL Cynthia L. Darr, Notary Public South Middleton Twp., County of Cumberland My Commitlaion Expires Aug. 14, 2004 I hereby certify that the precise mailing address of the Grantees is as follows: II:3S ~"A ...J"O.~ ....J Jt=... L'PA.RJ -".J,.""Fb /7~1.3 /' I /"Q '#f1i~. > /' Attorn y r rantees PrS Rft'.ll3 ex It.-96) RECORDER'S USE ON! Y .. S1cn TOJ( Plaid REALTY TRANSFER TAX look NUN" 'COMMONWfAlTH Of ffNNSYlVANIA. STATEMENT OF VALUE DEPARTMENT Of REVENUE PIlp Number IUlIlAU OF _VIDUAL TAXIS PEPT.280603 See Reverse for Instructions .0'" ......... KAlII$WRG.'A 1712a.0603 I Complete each lKlion and file i. duplicate with Recorder of Deeds whe. (I) the full value/consideration is nat setlorth i. tho doed, (21 when the deed is without consid...otion, or by gift, or 3) a tax exemption is daimed. A Statement of Value is not required if the transfer is wholly exempt from tax based on: 1 famil ...lationshi or 2 ub'ic utili eosement. If more s ace is needed, attach additional sheet s . A CORRESPONDENT - All inquiries may be directed to the following person: No"'. 'el.phone Number: Duncan & Hartman, P.C. Area Cod. I 717 1249 7780 Str'" Address City State 1 Irvine Row Carlisle PA Date a'C pfanR.f Docu....nl -Zip Cade 17013 8 GraOtodslJ .,lOr S William . Byers Estate TRANSFER DATA Gnmloo( LO....I.I aran F. Byers Stir drw .jFranklin Street SIr..IA rr38 Franklin Street C PA PROPERTY LOCA,TION Carlisle Stolo PA ip Ca . 17013 City Carlisle State rip Code 17013 City Sty'" r8U 338 B Street Carlisle PA 17013 City, OWftship, Borougl Carlisle Borough COdnty Cumberland Schoo Distrid Carlisle Area T ox Parcel Number 06-20-1798-118 D VALUATION DATA 1. Actual cash Consideration 2. O....r Consideration + 5. Common lnttl Ratio foetor 3. Tolol Consideralion 4. County Assessed Value 6. Fair Market Volue 59,560.00 E EXEMPTION DATA 10. Amount of Exemption C oimed 100% x 1 = 59 560.00 1 b_ Percentoge of Interest Conveyed 100% 2. Check Appropriate Box a.low for Exemption Clal.....d William J. Byers (HOlM of Decedent! Will or intestate succession 21-01-1157 {Est\lf1lfile Numberl @ o o o o Transfer to Industrial Development Agency. Transfer to a trust. (Attach complete copy ,of trust agreement identifying all beneficiaries.) Transfer between principal and agent. (Attach complete copy of agency/straw party agreement.) Transfers; to the Commonwealth, the United States and Instrumentalities by gift, dedication, condemnation or in lieu of condemnation. (tf condemnation or in lieu of condemnation, attach copy of resolution.) o Transfer fr~m mortgagor to 0 holder of 0 mortgage in default. Mortgage Book Number , Page Number o Corrective or confirmatory deed. (Attach complete copy of the prior deed being correded or confirmed.) o Statutory corporate consolidation, merger or division. IAttach copy of articles.) o Other (Please explain exemption claimed, if other than listed above.) Under penattie. of law, I declare that I have examined thl. Statement, Including accompanying information, and to the best of my bowledge and ..eli.f, it Is true, corred and complete. 'ignatur Corraspondent 01' R.sp nslbl. Party Dat. FORM PROPERLY OR ATTACH APPLICABLE DOCUMENTATION MAY RESULT IN THE RECORDER'S REFUSAL Tax Parcel No. FIDUCIARY WARRANTY DEED MADE the day of ,2002, BETWEEN SARAH J. BYERS, a/k/a SARAH F. BYERS, of Carlisle, Cumberland County, Pennsylvania, as Executrix of the Estate of WILLIAM J. BYERS, deceased, late of Carlisle Borough, Cumberland County, Pennsylvania, GRANTOR, AND KAREN BYERS, single woman, of Philadelphia, Philadelphia County, Pennsylvania, GRANTEE, WHEREAS, William J. Byers died testate December 5, 2001, seized of the hereinafter described tract of land; and WHEREAS, Letters Testamentary were granted to Sarah J. Byers, a/k/a Sarah F. Byers on December 20, 2001, and indexed in the Cumberland County Register of Wills Office to No. 21-01-1157; and WHEREAS, in accord with Paragraph Fourth of the Last Will and Testament of William J. Byers, he specifically devised his one-half share in the within-in lots unto Karen Byers; and WHEREAS, the Executrix conveys the herein described tract of land pursuant to the powers vested in her, respectively, as personal representative for the Estate; NOW, THEREFORE, in consideration of One and 00/100 ($1.00) Dollar in hand paid, the receipt whereof is hereby acknowledged, the grantor hereby grants and conveys a one-half share of said premises in fee simple to the said Grantee, her heirs and assigns, to wit, ALL THAT certain lot of ground situate in the Fifth Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described as follows: ON the West by Franklin Street:; on the South by "F" Street; on the East by an alley; and on the North by Lot No. 23, and Being Lots Nos. 21 and 22 of Block No. 34, Carlisle Land and Improvement Company as recorded in 11 Misc. Docket 572, and Subject to certain restrictions as recorded in Deed Book 14 "S" 342. BEING the same premises conveyed by Sidney Spraglin and Marie Spraglin, his wife, by deed dated July 24, 1957, and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book 17-Y, Page 497, conveyed unto William J. Byers and Frances B. Byers. ALSO BEING the premises conveyed by Traver G. Spraglin, single man by deed dated July 6, 1957, and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book 17-X, Page 394, unto William J. Byers and Frances B. Byers. William J. Byers and Frances B. Byers were divorced by Cumberland County Decree dated May 3, 1967, thereby converting the ownership from tenants by the entireties to tenants in common. AND the Grantor, in her capacities as aforesaid, covenants that she has not heretofore done or committed any act, matter, or thing whatsoever, whereby the Premises hereby granted and conveyed, or any part thereof, is are, or shall be impeached, charged, or encumbered in title, charge, estate, or otherwise, howsoever. WITNESS the due execution hereof the day and year first above written. Witness: ESTATE OF WILLIAM J. BYERS Sarah J. Byers, Executrix Sarah F. Byers, Executrix COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :55. On this, the day of , 2002, before me the undersigned officer, personally appeared Sarah J. Byers, alk/a Sarah F. Byers known to me (or satisfactorily proven) to be the person whose name is subscribed to the within deed and acknowledged that she executed the foregoing "Fiduciary Warranty Deed" in her capacity as Executrix of the Estate of William J. Byers, deceased, as stated therein, for the purposes therein contained. WITNESS my hand and official seal the day and year first above written. Notary Public I hereby certify that the precise mailing address of the Grantees is as follows: Attorney for Grantees o I'\) I'\) (]') 00 ~ (J1 ~ . -"".,., "., .",:;." Kelley Blue Book Used Car Values '_ IteIlq 8Iae Boo" The Trusted Resource . kbb,c"Qm New Car Pricing Build a car . Incentives My Car'. Value Used Car _it Fr.... Price Quote Buy a Used Car Sell Your Car MotDrcyde. -- ..._,- _.~-- -.", ~'~~ Financing Insurance Lemon Check warranties Acce5Sories Car Reviews Car Previews Decision Guide. Advice --_._~----~ About kbb Home Blue Book Private Party Report Pennsylvania. September 4, 2002 1985 Ford F150 Long Bed """---., Engine: VB 5.0 Liter Trans: Automatic Drive: 2 Wheel Drive Mileage: 11,568 Buy a New Cae BuY' a Used Cae List YoucCaLfoc Sale Online Free Lemon Check fjnam::jillL Quote Insurance_Quote Warrallt'LQuote Print "For3ale~'5ign Payment Calculator Page 1 on http://www..../kw.kc.ur?kbb;097261 ;&;p&722;F ord; 1985%20F 150& 18;FT;D2 9/4/02 Equipment Air Conditioning Power Steering AM/FM Stereo Consumer Rated Condition: "Poor" condition means that the vehicle has severe mechanical and/or cosmetic defects and may be in questionable running condition. The vehicle may have problems that cannot be readily fixed such as a damaged frame or a rusted-through body. A vehicle with a branded title (salvage, flood, etc.) or unsubstantiated mileage should be considered "poor" because of potential problems and should be independently appraised to determine its value. Poor Private Party Value (no value) Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of cars in this category varies greatly. Private Party value represents what you might expect to pay for a used car when purchasing from a private party. .rr...C;;11C;;Y DIU~ llUUa _ _...;. \",..,aJ Y a.1UC:.s Page 2 of2 - - -- receive when selling your own used car to another private party. . ~ .l-Uti 1100. VALU' ~? K Get a Used Car Trad~-I!1_ 'iillue Get InvoiceJ3'-I\1SRf'ODJ'!~...,,-Cars Copyright @ 2002 by Kelley Blue Book Co., All Rights Reserved. Sep- Oct 2002 Edition. The information in this report was printed from the Kelley Blue Book Web site (www.kbb.com) and is intended for the personal use of the customer only and may not be sold or transmitted to another party. We assume no responsibility for errors or omissions.(v.02090) http://www..../kw.kc.ur?kbb;097261;&;p&722;Ford; 1985%20F 150& 18;FT;D2 9/4/02 4 .' it , 0) <.D -.I ~ 00 00 0) (:) Kelley Blue Book Used Car Values : ..- Page lof2 &eu.,- BIae Book Tire Trusted Resource New Car Pricing Build a Car Incentives My Car'. Value Used Car Retail ____n_........ Free Price Quote Buy a Used Car Sell y...... Car Mororcydes Financing Insurance Lemon O1eck Warranties Accessories -, Car Reviews Car Previews Decision Guides Advice About kbb Home kbb.l:'om ~ FARMERS Blue Book Private Party Report Pennsylvania. September 4, 2002 1987 Cadillac Brougham Sedan 40 Engine: V8 5.0 Liter Trans: Automatic Drive: Rear Wheel Drive Mileage: 36,403 ftuY-,LNew Ca-.r Buy a Used Car List YOUIe_aC For Sale Online free Lemon Check financing Quote Insun:Lnce_ Quote Wa[[QDJy Quote Print "For Sale-"-Si9D Payment CaLcJ,.JlaJ:Qr Equipment Air Conditioning Power Steering Power Windows Power Door Locks AM/FM Stereo Cassette Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean tltle_bistory is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category . Private Party Value $1,565 http:/.../kw.kc.ur?kbb;892508;&;p&723;Cadillac; 1987%20Brougham& 16;CA;F 9/4/02