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Home My WebLink About01-1175 PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as ANNIE LEE TICEY No. To: 21-01-1175 Register of ~lls lor !he Deceased. County of um er and in the Social Security No. 207-10-4965 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 !:j5:e~ in the last will of the above decedent, dated Augus t 11 .' , and codicil(s) dated named ,t9 2000 (state relevant cirCllmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumber' ;md County, Pennsylvania, with h er last family or principal residence at [,Lf South Baltimore Street. Mo"nt Tinlly ~pr;n8S ,FA 17065 (list street, number and muncipality) Decendent,then 96 years of age, died December 21 ,:J~ 2001 , at Tbe__Chapel Points at Carlisle, 770 s)!anover St., Carlisle, FA 17013 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: 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 domiciied in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ $ $ $ '130,000 nn None WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters teiOta::m.QIltary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. on I ~ ~~ ~~ ~l ~:e/hu .::'~ Mr Tin 11y Springo, PA 17n65 ~o.. OJ'- ~ 0 ;;; ::: OJ) en . ~~? ~~r 'T'hEi'odora: Po Pright 61 Hcndcr30ll Lalle DmmiIlgtmm, P.\ 19335 - OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1.- S8 COUNTY OF Cumber' :mel j 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 well a truly administer the estate according to law. ~ affirmed and 27th -.,.( \-' IU;Jd~o- ? ~ C'-l oQ' :::s I:l - l:: ~ -=:::>~ 17-e80-1 LAST WILL AND TESTAMENT OF ANNIE LEE TICHY 21"'01-1175 I, ANNIE LEE TICHY, domiciled and resident of Mount Holly Springs Borough, County of Cumberland, Commonwealth of Pennsylvania, declare that this document is my Will and revoke all my previous Wills and Codicils. I. IDENTIFICATIONS AND DEFINITIONS I am a widow. I have two living children, Theodora P. Wright and Jenny Lee Shue, they are referred to in the Will as "my children". II. PAYMENT OF EXPENSES, DEBTS, AND TAXES I direct my Executor to pay medical, funeral, and administrative expenses and all taxes payable by reason of my death, before any division of my estate. My Executor shall not attempt to have any part of such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds on insurance on my life up to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and distributions from pension and profit sharing plans exempt from federal estate tax, all of which are payable to my Trustee or any beneficiary (other than my estate), shall not be used to pay debts, taxes, expenses of administration or other charges against my estates. III. SPECIFIC REQUESTS I give ten thousand dollars ($10,000.00) each to my grandchildren, Leslie Greer and Earl Gammons, both of Long view Texas. IV. DIVISION OF PROPERTY I dispose of the balance of my property as follows: I give all my property, real, personal or mixed which I own or over which I have testamentary power or appointment, to my living children, Theodora P. Wright and Jenny Lee Shue, in equal shares, share and share alike. If either of my said living children, Theodora P. Wright and Jenny Lee Shue, should predecease me, then I give her share of such property to the issue of such deceased child then surviving me, if any there be, per stirpes. v. FIDUCIARIES Executor: I nominate and appoint my daughters, Jenny Lee Shue and Theodora P. Wright, as Co-Executor of this Will to serve without bond. If either does not survive me, declines to act, or having qualified, resigns, dies, or is removed, I nominate the other to serve without bond. Powers: I give my fiduciaries, including successor fiduciaries, all the powers contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the time of the execution ofthis Will, and those powers are incorporated by reference. In testimony of which I now sign this Will, in the presence of witnesses whose names will appear below, and request that they witness my signature and attest to the execution of this Will, this 11th day of August, 2000 at 1237 Holly Pike, Carlisle, Cumberland County, Pennsylvania. " f' < Y 2- ! I J'l' ~ "" " r' '--~ LE:rl8IiY1! -, (, I. 'r- ANNIE LEE TICHY in our presence, signed this instrument. Before she signed it, she declared to us that it was her Will and requested that we act as witnesses to its execution. We believe her to be of sound mind, possessing testamentary capacity, and not subject to undue influence, fraud, or coercion. We now, in her presence, and in the presence of each other, sign below as witnesses, all on this 11 th day of August, 2000, at 1237 ~lly Pike, Carlisle, Cumberland County, Pennsylvania. t\ ! )1) ,/ // ~ >'. !~ residing at 1237 Holly Pike, Carlisle, PA 17013. 1 ~~ ;esiding at 39 Half Mile Dr., Gardners, PA 17324 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, Joseph D. Buckley and Ramona A. Makowski, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as her Last Will: that she signed willingly and 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 to before me by Joseph D. Buckley and Ramona A. Makowski, witnesses, this 11 th day of Au ust, 2000. .' ...~...:-'" . ;. , ,1 Notarial Seal Karen Kay Buckley, Notary Public South Middleton Twp" Cumberland County My Commission Expires June 23, 2001 r---- (') ~ ~~ )>..... ~t ~ ~ :Ill\) m -..J r(,) -..... H -..J ~I :II t'%j a$tla I\)lmo ~~ t"" ~ .... - r t'%j If "'tJ r t'%j I\) )>-< ~l 1-3 I' to : ..... "'tJ H co .....- (") 0" ~ .....m (,) ac -- . - <t'! ;~ rr . (n d .-.. ::0 :t'Im tD .::-: Cl c-J N -.J ;, -u ~ o l....<.l 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 BUCKLEY JOSEPH 0 1237 HOLLY PIKE CARLISLE, PA 17013 ______n fold ESTATE INFORMATION: SSN: 202-20-4965 FILE NUMBER: 2101-1175 DECEDENT NAME: TICHY ANNIE LEE DATE OF PAYMENT: 03/19/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/21/2001 NO. CD 000975 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $23,500.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JOSEPH BUCKLEY CHECK# 3437 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $23,500.00 MARY C. LEWIS REGISTER OF WILLS - !' " d- CERTIFCATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Annie Lee Tichy Date of Death: 12/21/2001 Will No.: 21-Q1-1175 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 .J an ua ry 8, 2002 : Name Address Jenny Lee Shue P.O. Box 7, Mt. Holly Springs, PA 17065 Theodora P. Wright 61 Henderson Lane, Downingtown, FA 19335 Leslie Ann Greer 104 Country Club Drive, Long View, TX 75602 Earl L. Gammons,III 108 Country Club Drive, Long View, TX 75602 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: April 4, 2002 ~, Joseph D. Buckley, Esauire Name 1237 Holly Pike Carlisle, PA 17013 Address (717) 2L/9-2448 Telephone '1 . Capacity: D Personal Representative [!] Counsel for personal representative t'-..' ~:3 ~ ,~- ..... .....-. REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA In re Estate of ANNIE LEE TICHY, Late of Cumberland County No. 2001-01175 PA No. 21-01-1175 :- NOTICE OF BENEFICIAL INTEREST IN ESTATE TO: Leslie Ann Greer 104 Country Club Drive ~ Long View, Texas 75602 ~ .--.'-~ ----- Please take notice of the death of decedent and the grant of letters to the personal representatives named below. You may have a beneficial interest in the estate as follows Earl L. Gammons, III 108 Country Club Drive Long View, Texas 75602 Specific Bequest of$10,000.00 Name of the decedent: Annie Lee Tichy Last known address: 44 South Baltimore Street Mount Holly Springs, P A 17065 Date of Death: December 21,2001 Place of Death: The Chapel Pointe Carlisle, Cumberland Co., P A County of grant of original letters: Cumberland County, Pennsylvania Decedent died testate (leaving a will): Copy Attached ~-~:~ -,. .r.~, -,,' .......:;;,::..-. . -T) -~- .~~ The names, addresses and phone numbers of the personal representatives are: Jenny Lee Shue P.O. Box 7 Mount Holly Springs, P A 1706~ (717) 486-5885 Theodora P. Wright 61 Henderson Lane Downingtown, P A 19335 (610) 269-8279 /\~ \" /0 \ ~() ...r:~),. ' , .' -"" '" , ",," " ". '"..., ijflf.ij~~'t.q . """,!,.' ,;~.J.. c' ", Page Two Notice of Beneficial Interest The name. address and telephone number of counsel for the estate is: Joseph D. Buckley, Esquire 1237 Holly Pike Carlisle. PA 17013 (717) 249-2448 .. .. \ . Additional information may be obtained from the undersigned JosepH D. Buckl , quire Counsel for the E te of Annie Lee Tichy 1237 Holly Pike Carlisle, P A 17013 (717) 249-2448 ifiIl. ~Jf~ _.. . '_ : J1J.,4 ~.' ....--<c.",... ~J",,:,,",,- lib.... ~ -.111 - January 8, 2002 REV-1500EX ,:6-DO' '* COMMONWEALTH OF , PENNSYLVANIA " ,lllal, DEPARTMENT OF REVENUE , DEPT 280601 _ HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W o W U W o DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Tichy, Annie Lee DATE OF DEATH (MM,DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 12-21-2001 07-24-1905 (IF APPliCABLE) SURVIVING SPOUSE'S NAME (LAST FIRST, AND MIDDLE INITIAL) w "' ~SUl u"'" w"-U ,,00 U"... ,,-al "- '" [X] 1 Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit {date of death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY r3t :/ n:;,jfL:.L"",_,,_ FILE NUMBER !J..L - il L COUNTY CODE YEAR _J.L2S' ~ER SOCIAL SECURITY NUMBER 202 - 4965 - 20 THIS RETURN MUST BE FILED IN DUPliCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) "' Z W o z o "- "' w " " o u NAME Joseph D. Buckle FIRM NAME (If Applicable) Law Offices of Jose h D. Buckle TELEPHONE NUMBER (717) 249-2448 z o < ...I ::::l !::: a.. <( u W D:: 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) COMPLETE MAiliNG ADDRESS 1237 Holly Pike Carlisle, PA 17013 (1) (2) (3) (4) (5) 493,550.31 15,822.15 (6) (7) (9) (10) 7.066.00 923.25 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) z o !;( I- ::::l a.. :E o U >< ~ 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 of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. [K] 501,383 x ,0 (15) xO~ (16) x .12 (17) x .15 (18) (19) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT . 6FFICiAC-USEONLY (- ~. (8) 509,372.46 (11) (12) (13) 7,989.25 501,383.21 (14) 501,383.21 22,562.25 22,562.25 Decedent's Complete Address: STREET ADDRESS 44 South Baltimore Avenue Wy Holly Springs I STATE I ZIP to PA 17065 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 23,500.00 1,128.11 Total Credits (A + B + C ) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( D + E ) (3) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 22,562.25 24.628.11 o 2,065.86 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) (SA) A. Enter the interest on the tax due. B. Enter the total at Une 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 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 of the 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?.. ... ............................ D 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? . No IX] IX] IX] IX] IX] IX] ...0 .............0 ....................0 IX] 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 perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete Declaration of pre parer olherthan the personal representative is based on all informalionofwhich preparer has any knowledge 1'4~ ? tu Theodora P. VJright 1 H nd r PA 17013 DATE 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 PS. 99116 (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. 99116 (a) (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 filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates at 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. 99116(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%, exoept as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use at the decedent's Siblings is 12% [72 P.S. 99116(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-15Q3 EX + (4-86) "'k SCHEDULE B STOCKS AND BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Annie Lee Tichy 21-01-1175 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Legg Mason Accounts (See attached) 493,550.31 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of same size.) S 493,550. 31 QUANTITY DESCRIPTION VALUE ACCRUED TOTAL VALUE 3720.53 Cash 1.00 .80 3,721.33 3257.628 sh Delaware Group Tax Free P A Fund 7.77 25,311.77 7 units UTS First Trust Insured #250-M 1040.77 7,285.39 5 units un First Trust Insured #270-S 967.72 4,838.60 8 units UTS First Trust Insured #179-S 959.11 7,672.88 8 units UTS First Trust Insured #195-M 952.00 7,616.00 3661.306 sh Lord Abbett Securities International 7.82 28,631.41 110 units UTS Nuveen Tax Exempt #202-M 100.19 11,020.90 112 units UIT Nuveen Tax Exempt #204-S 99.05 11,093.60 120 units UIT Nuveen Tax Exempt #208-M 99.59 11,950.80 70 units UIT Nuveen Tax Exempt #215-M 101.02 7,071.40 51 units UIT Nuveen Tax Exempt #220-S 99.43 5,070.93 145 units UIT Nuveen Tax Exempt #170-M 99.33 14,402.85 60 units UITNuveen Tax Exempt #171-M 98.93 5,935.80 70 units un Nuveen Tax Exempt #173-M 98.75 6,912.50 900 sh Nuveen P A Investment Quality Fund 14.61/14.40/14.505 13,054.50 203 units UTS Nuveen Tax Exempt #166-M 82.60 16,767.80 8 units UTS Pennsylvania Insured #172-M 819.71 6,557.68 7 units UTS Pennsylvania Insured #181-M 969.18 6,784.26 5 units UTS Pennsylvania Insured #192-M 1057.17 5,285.85 5 units UTS Pennsylvania Insd #211-M 982.21 4,911.05 20,000 PA State Higher Ed 5.25% 01101/2012 102.83 490.48 21,056.48 30,000 Lancaster County PA 5% 12/15/2014 98.882 706.84 30,371.44 15,000 Pennsylvania State 5% 07101/2015 100.143 349.32 15,370.77 20,000 Philadelphia PA 5.25% 08/15/2015 94.304 365.34 19,226.14 40,000 PA Intergovernmental 5.25% 6/15/2016 100.609 23.01 40,266.61 60,000 GMAC Smartnotes 6.875% 08/15/2016 Death Provision 100 1288.35 61,288.35 8,000 Lasalle Bank 6.5% 07/20/2018 Death Provision 100 215.59 8,215.59 10,000 Lasalle Bank 6.5% 08/28/2018 Death Provision 100 204.79 10,204.79 30,000 Sharon PA 5% 12/01/2018 97.978 73.97 29,467.37 20,000 Lasalle Bank 6% 12/29/2018 Death Provision 100 568.77 20,568.77 25,000 Lasalle Bank 6.125% 01/27/2019 Death Provision 100 616.70 25,616.70 Total Value on December 21, 2001 . ....... ............ ......... ................ .............. 493,550.31 THIS INFORMATION HAS BEEN OBTAINED FROM RELIABLE SOURCES, BUT NO GUARANTEE IS MADE WITH RESPECT TO ACCURACY. LEGG MASON Legg Mason Wood Walker, Incorporated 419 Stonehedge Drive, Suite 1, Carlisle, PA 17013.9128 717.258.4363 Member New York Stock Exchange, InclMembs( SIPC January 3, 2002 Attorney Joseph D. Buckley 1237 Holly Pike Carlisle, PA 17013 Dear Attorney Buckley: It was very nice to meet you on Monday. Per our conversation, I am providing you with the December 21st date of death values on the holdings in the account of Aunie Lee Tichy. Mutual Fund and UIT figures are based on the Net Asset Value which is determined at the close of trading each day. Bond values are based on current market values. Certificates of Deposit and the GMAC Note values reflect the exercise of the death put provision. If you need any additional information, please call me at 258-4363. Sincerely, fituJ;O/La. Barbara J. Miller Associate Financial Advisor The Pursell Group Ibjm ""''''''''''''''''. COMMONWEALTH OF PENN8YL VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Annie Lee Tichy FILE NUMBER 21-01-1175 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Checking Account (PNC BANK) 13,928.75 2. Refund - Income Tax overpayment (PA) 157.00 3. Refund - Income Tax overpayment (IRS) 1,736.40 TOTAL (Also enter on line 5, Recapitulation) $ 15,822. 15 (If more space is needed, insert additional sheets of the same size) ""':.=".""'" '* C()MM()NWEAl TH Of PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF Annie Lee Tichy SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Use Schedule H, Part 2, ONLY for proportionate method of lax computation. FILE NUMBER 21-01-1175 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1- United Methodist Church - meal after service 394.00 . . . , - B. ADMINISTRATIVE COSTS: 1- PeI10NII RepesenIlIliv8'1 Comn1iIIiCflI Name 01 PeI10NII Rep/esef1taliv8 (I) Soc:iaI Security Numbel(s) I EIN Number of PIlIllOf1Il Repf8IelItalive(s) Snet_ City StaIB Zip YOllI(s) Cllmmission Paid: 2. A1lllm8Y FOOl 6,000.00 3. P_ FOOl 500.00 .. AccounlaIIrl f80I 5. Tax R8IIIm P~I FOOl 6. Misc:eIIaneOUI Expenses Advertising Letters in Law Journal and local paper 172.00 TOTAL (Also enter en line 9, Recapitulation) $ 7066.00 Debls 01 decedent must be reportacl on Schedule L (If more space is needed, insert additional sheets of the same SlZ8) - SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS Use Schedule I. Part 2. ONLY IQ(plOpQf1ionaIe melhcd 01 tax compulation. CQWIIOHWEAl.TH ~ PE/<NSYLVAHlA II'/iERITAHCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF FILE NUMBER Annie Lee Tichy 21-01-1175 Pall 1 must indllde rnangage liabililies. Uens lIld taxes againsllhe Pennsylvania really lhat were due and owing as oIl1le dale 01 decedenrs deaIh. Complela Pall 2 ONLy....... lIle propo<lionale method 01 tax computation is eleded. PART 1. OIlliaations aaainst Pennsvt.ania ....!tv ITEM NUMBER DESCRIPTION AMOUNT 1. , TOTAL PART 1 $ PART 2. AU olller debts of lIle decedent ITEM NUMBER DESCRIPTION AMOUNT 1. Comcast - cable bill 12-27-01 104.07 2. Swiss Colony " 5.45 3. Agway (fuel bill) " 141. 34 4. Borough of Mt. Holly (water-sewer) " 131. 60 5. Sprint (telephone) 01-11-02 116.97 6. GPU (electric) " 42.48 7. Wayne Noss (flowers to friend) " Ill. 83 8. Chapel Pointe (haircut) 01-22-02 11. 00 9. Agway (fuel) 01-28-02 122.85 10. Sprint (telephone) " 87.00 11. GPU (electric) " 48.66 TOTAL PART 2 t 923.25 . . TOTAL (Al$oenl<<Qf11ine 10. Recapilula1iQn) $ 923.25 .. (II more space IS needed. insefl addiUonaI sheels 0I1he same SIle) REV-1513EX+12-87) . COMMONWEALTH OF P~NNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Annie Lee Tichy 21-01-1175 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: 1. Jenny Lee Shue daughter 1/2 less $10,00 2. Theodora P. Wright daughter 1/2 less $10,00 3. Leslie Greer grand daughter $10,000 4. Earl Gammons grand son $10,000 o o ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also ente, on line 13, Recapitulation) S (If more space is needed, insert additional sheets of same size) 6 ESTATE OF ANNIE LEE TICHY IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA WILL NO. 2101-1175 Date of Death - December 21, 2001 RELEASE BY BENEFICIARY ON DISTRIBUTION I, Earl L. Gammons, Ill, acknowledge that Jenny Lee Shue and Theodora P Wright, as the Executrices of the Estate of Annie Lee Tichy, deceased, late of 44 S. Baltimore, Borough of Mount Holly Springs, County of Cumberland, the Commonwealth of Pennsylvania, have fully and satisfactorily accounted to me as beneficiary of specific bequest of S 1 0,000.00 of decedent. Now, therefore, in consideration of the money and property received by me and the sum of $10,000.00 paid to me, the receipt of which is acknowledged, I release, exonerate, and discharge Jenny Lee Shue and Theodora P. Wright as Executrices ii'om any and all liability and accountability to me, and I consent that said Executrices may have a decree entered discharging them from any and all claims, demands, liability and accountability to me without further accounting. I waive the issue and service on me of a citation to attend the judicial settlement of the accounts of said Executrices, (executor, if any is needed), or any other proceedings taken by them in the Office of the Register of Wills or in the Orphan's Court of the County of Cumberland, the Commonwealth of Pennsylvania pertaining or relating to the estate of decedent. <~~.._;o. . _~.......-....tJ!-.'.. -- . . '. ,'- <"'~;:~l L. mons, III --- ~-_. . . SwoJAlfPand signed before me this CJ day of March, 2002 ~~~AL) -- Notary Public --. My Commission Expires: g"/4'- ~CQ3 ~) -..;.........'/ DEMaRIA R. RIVERS Notary Public Stale of Texas Comm: Exp. 8-14-2003 Ell. II Iill~i iil I 11 1_.._111....1_'_______11__. ,/-'-.. ~ ~- ~ j ~~~ ~ .::! I ~:r: 3 i.J"'\ I\) mOco ~ <P ~ F-( -; r' I\) > - ~ - J1 bi" 1iD .....;:0; :E ~m c.:J ~ ~ ESTATE OF ANNIE LEE TICHY IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA WILL NO. 2101-1175 Date of Death - December 2 I , 2001 RELEASE BY BENEFICIARY ON DISTRIBUTION L LeslIe Ann Greer, acknowledge that Jenny Lee Shue and Theodora P. \Vright. as the Executrices of the Estate of Annie Lee Tichy, deceased, late of 44 S. Baltimore, Borough of Mount Holly Springs, County of Cumberland, the Commonwealth of Pennsylvania, have fully and satisfactorily accounted to me as beneficiary of speci fie bequest of $1 0,000.00 of decedent. Now, therefore, in consideration of the money and property received by me and the sum of $10,000.00 paid to me, the receipt of which is acknowledged, I release, exonerate, and discharge Jenny Lee Shue and Theodora P. Wright as Executrices from any and all liability and accountability to me, and I consent that said Executrices may have a decree entered discharging them from any and all claims, demands, liability and accountability to me without further accounting. I waive the issue and service on me of a citation to attend the judicial settlement of the accounts of said Executrices, (executor, if any is needed), or any other proceedi ngs taken by them in the Office of the Register of Wills or in the Orphan's Court of the County of Cumberland, the Commonwealth of Pennsylvania pertaining or relating to the estate of decedent. cf~,~~) - Le'she Ann ~eer ( i. SwoIll)r<c.~nd signed before me this =-:..) day of March, 2002 !~ - 6Q . - ~) ~Uttnl1Mo.-,_l ~AL) Notary Public My Commission Expires: 8 -Il/- ?-(X);~ --'-""" ....~l ~...,.,."... , ........,.. D~\IJ' E. TRIA R. RIVERS ~ -' (. nil *) NotarYPOOIicStateolTexas \:.~../ comm', Exp. 8-14-2003 ......"'....... -..,..,.-.. -~ ~.,...;.. ./'- o f >~ ~ '::J f!1 ~ ;e ~ ~ I fZi ~ ~ lC\ I\:l mOlO ~ .J!lo. ~ r"< . ~ ~!:( ~ r .... "1J Ii) , & ~;;o; ::IE Om c.> ~ ~ \. /7-30 -/ 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 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ~OSEPH D BUCKLEY J D BUCKLEY LAW OFFICE 1237 HQI,.LY PIKE CARLIS~E PA 17013 09-02-2002 TICHY 12-21-2001 21 01-1175 CUMBERLAND 101 *' REV-1547 EX AFP 101-02) ANNIE L Allount Rellitted ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 493,550.31 .00 .00 15,822.15 .00 .00 (8) 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=is4-j-EX-AFP--foY--02Y-NO'TicE--OF-YNHEififAifcE-TAX-jfpPRA-isEifENT~--AiUj'WAN-CE-(fR------------ - - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF TICHY ANNIE L FILE NO. 21 01-1175 ACN 101 DATE 09-02-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED 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) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) nO) 7,066.00 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 509,372.46 7.989 25 501,383.21 .00 501,383.21 NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (IS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 501,383.00 X 045 = 22,562.25 .00 X 12 = .00 .00 X 15 = .00 (9)= 22,562.25 923.25 (11) (2) (13) (14) ,~. (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-19-2002 CDOO0975 1,128.11 23,500.00 TOTAL TAX CREDIT 24,628.11 BALANCE OF TAX DUE 2,065.86CR INTEREST AND PEN. .00 TOTAL DUE 2,065.86CR . 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: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). 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 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). 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 Drphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. 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. 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 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 7Z .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7Z .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. /~~- I 'v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REY-1U7 EX AFP lOl-OU JOSEPH D BUCKLEY J D BUCKLEY LAW OFFICE 1237 HOLLY PIKE CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-16-2002 TICHY 12-21-2001 21 01-1175 CUMBERLAND 101 ANNIE L 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 RECORDS ~ REv=i6'ifj-Ex--AFP--CoY:02Y------...--fNHERI'T-ANcE--iAX--STAfEME-tii-o-F'-Accouiif--.-..---------------- - - --- ESTATE OF TICHY ANNIE L FILE NO.21 01-1175 ACN 101 DATE 09-16-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-26-2002 P R I NC I PAL T AX DUE: ........................................................................................................................................................................................................................... 22.562.25 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-19-2002 CDOO0975 1,128.11 23.500.00 08-28-2002 REFUND .00 2.065.86- TOTAL TAX CREDIT 22.562.25 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 lIE IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT make check or money order payable to: COHHONWEAL TH OF PENNSYLVANIA. 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 from the Department's 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). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. 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. 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 I, 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 I, 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 n .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 n .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. ~ :.-- Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Annie Lee Tichy No. 2001 - 01175 Also known as Date of Death December 21, 2001 I Deceased Social Security No. 202 - 20 - 4965 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. I/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. 1.0. No.: 38444 nny L e Shue ~~ r tJi1ft / Theodora P. Hright Name of Attorney: Joseph D. Buckley Address: 1237 Holly Pike Carlisle, PA 17013 Telephone: (717) 249-2448 Description Value Legg Mason Accounts (see attached) 493,550.31 Checking Account (PNC Bank) 13,928.75 Refunds - Income Tax PA Income Tax IRS 157.00 1,736.40 Total: 509,372.46 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. ~ FAMILY AGREEMENT This Agreement entered into this 16 th day of April, 2003, by and between JENNY LEE SHUE and THEODORA P. WRIGHT in their capacity as executrices under the will dated August 11, 2000 of ANNIE LEE TICHY, Deceased, and JENNY LEE SHUE and THEODORA P. WRIGHT, residuary legatees of the estate. For purposes of this agreement, when they are referred to in their fiduciary capacity, the term "executrices" will be used and, when they are referred to in their individual capacity, they will be referred to by their respective names. BACKGROUND 1. ANNIE LEE TICHY, ("Decedent") died on December 21, 2001, a resident of Mount Holly Springs Borough, leaving a will dated August 11, 2001. 2. Decedent's will was admitted to probate by the Register of Wills of Cumberland County on December 28, 2001, and letters testamentary were issued to JENNY LEE SHUE and THEODORA P. WRIGHT as executrices (Cumberland County Register of Wills File No. 2001-01175). 3. In her will, Decedent named her two children, JENNY LEE SHUE and THEODORA P. WRIGHT, as the sole residuary legatees. 4. The executrices advertised the grant of letters Testamentary, prepared and filed an Inventory and Appraisement of Decedent's property and prepared and filed a Pennsylvania Inheritance Tax Return and federal and state income tax returns and paid the appropriate taxes thereon. 5. The executrices have paid the only two general legatees and received releases therefrom, and have paid all the taxes, debts and expenses of the estate known to her, and they has no knowledge of any unpaid claims, absolute or contingent, which may be asserted against the estate nor do they have any reason to believe there are any such claims. 6. The executrices have distributed the net assets of the estate to JENNY LEE SHUE and THEODORA P. WRIGHT, the residuary legatees named in the will. 7. A statement reflecting all estate receipts, disbursements and distributions are annexed here to as Exhibit A. 8. Both JENNY LEE SHUE and THEODORA P. WRIGHT desire that this Family Agreement make unnecessary the filing an accounting in the Orphans' Court Division of the Court of Common Pleas of Cumberland County. NOW THEREFORE, intending to be legally bound, the parties do hereby: 1. Waive the filing of an account of the administration of the estate in any court; 2. Declare that the undersigned have examined the attached informal account (and statement/schedule of distribution) of the executress; finds it to be true and correct in all particulars; accept and approve it with the same force and effect as if it had been prepared and filed with, audited, adjudicated and confirmed absolutely by a court of competent jurisdiction; and as if the balance of principal and income had been awarded by the Court in accordance with the statement/schedule of distribution; 3. Warrant that the beneficiaries named in the informal account and statement/schedule of distribution are the sole remaining parties in interest in the estate and entitled to receive the entire distribution thereof in accordance with the informal account and Statement/Schedule of Distribution; 4. Warrant that the undersigned know of no outstanding and unsatisfied claims against the estate; 5. Approve the distribution of the balance of principal and income shown in the informal account and statement/schedule of distribution to the persons set forth therein; 6. Absolutely and irrevocably release and discharge the executrices, and their heirs, personal representatives, successors and assigns of and from any and all actions, liabilities, claims and demands relating in any way to their administration of the estate and distribution in accordance with the informal account and statement/schedule of distribution and without a court accounting and adjudication; 7. Agree to refund to the executrices any amount of the undersigned's distribution which exceeds the amount to which the undersigned are entitled as the executrices shall determine; 8. Agree to indemnify and hold harmless, the executrices, and their heirs, personal representatives, successors and assigns, from and against any claims, liabilities, loss or expense (including costs and counsel fees) arising from any cause whatsoever, which the executress may incur as a result of the administration of the estate and its distribution in accordance with this agreement including, but not limited to, any liability for any federal estate taxes, Pennsylvania Inheritance tax or any other death taxes, and 2 any federal or Pennsylvania income taxes, and Pennsylvania personal property taxes, together with any interest and costs incidental thereto, relating in any way to the estate and also including, but not limited to, any assets received or paYments or distributions made by reason of any negligence or mistake of law or fact. ~~~ 1J(~ ~~/J~ THEODORA P. WRIGH;t, B eficiary ~ COUNTY OF CUMBERLAND ss COMMONWEALTH OF PENNSYLVANIA Before me, the undersigned officer, on this, the 16 th day of April, 2003, personally appeared JENNY LEE SHUE and THEODORA P. WRIGHT, in their capacity as Beneficiaries and Executrices, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within Family Agreement and acknowledged that they signed the same for the purposes therein stated. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. ~AJ~~~ NOTARIAL SEAL . KAREN KAY BUCKLEY. Notary Public I South Middletown Twp.. Cumberland Go., 3 Myg~!.llm;:;3i~!1i~~!.es ~g 23~~\~..! l' 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 ~~.. :... ;,H ~f~ b"tf . . ..f"': . un~rJilgnecl.\A\I",rlOl)!i knqwl.n~.,lf\li~~.to be IMttltIKI II) MIdi , falili,wUl Ql~II; Pllymeflt,lmmedi<<tety . anq ttIOIf.l\IlIingl;lakn. wiUpre,eni,'hfpl.Wf ~~ "tlemenHo: " " , :. .,Jenny L.,Sbue a{ld ','J~,~. ~a~t c/o The Low . .'gt ;\,' " . . January 25, February 1 & 8, 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. ~~d~tA February 14, 2002 Sworn to and subscribed before me this 14th day of February , 2002. ~ O. C9lU/lWYj Notary Public My commission expires: NOT ARIAL SEAL , SHIRLEY 0, DURNIN, Notary Public Cariisle Boro., Cumberland County M Commission Ex Ires Au .9.2003____ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYL VANIA SSe 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, V1Z: FEBRUARY 1, 8, 15,2002 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~ 'J'icbJ, AIuai. Lee, dec'd. Late of Mt. Holly Sprtnga. Executrices: Jenny Lee Shue and Theodora P. Wright. c/o The Law Offices of Joseph D. Buckley, 1237 Holly Pike. Carlisle. PA 17013. (717) 249-2448. Attomey: Joseph D. Buckley. Es- quire. 1237 Holly Pike. Carlisle, PA 17013. SWORN TO AND SUBSCRIBED before me this 15 day of FEBRUARY. 2002 NOTARIAl. SEAL LOIS E. SNYDER. Notmy PublIc CartIsIe BOlO, Qjmbai1and County My ConvnilI6Ion Elq)i1'88 March 5. 2005 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF'PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* IEV-1U7 EX AFP IIl-1Z1 JOSEPH D BUCKLEY J D BUCKLEY LAW OFFICE 1237 HOLLY PIKE CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-16-2002 TICHY 12-21-2001 21 01-1175 CUMBERLAND 101 AIIoW\t Rell1 tted ANNIE L 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. submit the upper portion of this for. with your tax pay.ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY:i6'ifj-ix--AFj:.--COY=02Y------...--iNHER'iTANC'E--YAX--STA-fEMENY-cfF"-AC-couiif--.-..--------------------- ESTATE OF TICHY ANNIE L FILE NO. 21 01-1175 ACN 101 DATE 09-16-2002 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SU""ARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAY"ENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-02-2002 PRINCIPAL TAX DUE: ._____._..___..__..___.__..._._..._......................_.___....___...__... 22.562.25 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-19-2002 CDOO0975 1.128.11 23.500.00 08-28-2002 REFUND .00 2.065.86- TOTAL TAX CREDIT 22.562.25 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). vnll MAV RJ' nllJ' A 1)I'I'IINn C:I'I' Il'FVFIl'<:F <:TnF nF THT<: FnllH Fnll' TN<:TllllrTTnN<: 1 PAYMENT: Detach the top portion of this Notice and subait with your payaent aade payable to the naae and address printed on the reverse side. If RESIDENT DECEDENT aake check or aoney order payable to: REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT aake check or aoney order payable to: C0Hl10NWEAL TH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, aay be requested by coapleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REY-1313). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices or froa the Departaent's Z4-hour answering service for foras ordering: l-800-36Z-Z050j services for taxpayers with special hearing and I or speaking needs: l-800-441-30Z0 (TT only). REPLY TO: Questions ragarding errors contained on this notice should be addressed to: PA Departaent of Revenue, Bureau of Individual Taxes, ATTN: Post AssesS8ent Review Unit, Dept. Z8060l, Harrisburg, PA l11Z8-060l, phone (111) 181-6505. DISCOUNT: If any tax due is paid within three (3) calendar aonths after the decedent's death, a five percent (5~) discount of the tax paid is allowed. PENALTY: The l5~ tax aanesty non-participation penalty is coaputed 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 aanesty period. INTEREST: Interest is charged beginning with first day ofdelinquancy, or nine (9) aonths and one (1) day froa the date of death, to the date of payaant. Taxes which becaae delinquent before January 1, 198Z bear interest at the rate of six (6~) percent per annua calculated at a daily rate of .000164. All taxes which becaae delinquent on and after January I, 198Z will bear interest at a rate which will vary fro. calendar year to calendar year with that rate announced by the PA Departaant of Revenue. The applicable interest rates for 198Z through ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate DailY Interest Factor 198Z ZO;( .000548 199Z 9~ .000Z41 1983 16;( .000438 1993-1994 n .00019Z 1984 11;( .000301 1995-1998 9~ .000Z41 1985 13;( .000356 1999 n .OOO19Z 1986 10;( .000Z14 ZOOO 8~ .000Z19 1981 9;( .000Z41 ZOOl 9~ .000Z41 1988-1991 11;( .000301 ZOOZ 6~ .000164 --Interest is celculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becoaes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessaent. If payaent is aade after the interest coaputation date shown on the Notice, additional interest aust be calculated. IN RE: ESTATE OF ANNIE LEE TICHY NO. 21-01-1175 SUMMARY OF ACCOUNT OF ANNE LEE SHUE and THEODORA P. WRIGHT EXECUTRICES FOR THE EST ATE OF ANNIE LEE TICHY Date of Death: Date of Executors' Appointment: Date of First Advertisement of Grant of Letters: Accounting for Period: December 21, 2001 December 28,2001 January 25, 2002 December 28,2001 to present Purpose of the Account: Annie Lee Tichy died December 21, 2001, at the age of ninety-six (96), at The Chapel Pointe Retirement Community in Carlisle. She had lived for more than sixty years in Mount Holly Springs. She died a widow, leaving specific bequests to two of her grandchildren and leaving the residue of her estate to her two children, as equal beneficiaries. The estate consisted of stocks and bonds managed by Legg Mason and a Bank account with PNC Bank all totaling slightly over $500,000.00. The testator named her two children, Jenny Lee Shue and Theodora P. Wright co-executrices of the Will. The executrices liquidated the Legg Mason stock and bond funds, paid all the debts, taxes of the testator and all the costs and taxes associated with the administration of the estate. There was no personal property, the testator having over the past many years having distributed the same to her children and grandchildren during her life-time. The Testator had specifically bequeathed the sum of $10,000.00 to two of her grandchildren: Earl Gammons and Leslie Greer. These specific bequests were paid to the grandchildren and releases were received by the executrices and filed with the Register of Wills. The balance of the estate was distributed equally to the Testators children. All creditors have been paid and no further creditors are anticipated. A copy of the Inheritance Tax Statement of Account from the Pennsylvania Department of Revenue evidencing the taxes have been paid and no taxes are due is attached. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Joseph D. Buckley, Esquire J.D. # 38444 1237 Holly Pike Carlisle, P A 17013 (717) 249-2448 SUMMARY OF ACCOUNT Principal: Receipts: Less Disbursements: Debts of the Decedent Funeral Expenses (P.G.E.) Administrative Expenses Fees & Commissions Specific Bequests Balance Before Distribution: Partial Distribution to Beneficiaries: Principal Balance on Hand: Current ~ Value I 1,2 2 2 2 2 2 2 3 923.25 394.00 22,037.07 6,000.00 20,000.00 RECEIPTS OF PRINCIPAL Cask PNC Bank Federal Income Tax Refund State Income Tax Refund Stocks and Bonds: Legg Mason Miscellaneous: Interest & Dividend (Legg Mason) 13,928.75 1,736.40 157.00 493,550.31 4,223.75 Total Receipts of Principal: DISBURSEMENTS OF PRINCIPAL Debts of Decedent 12-27-01 Comcast (cable bill) 12-27-01 Swiss Colony 12-27-01 Agway (fuel bill) 12-27-01 Borough ofMt. Holly (water) 01-11-02 Sprint (telephone) 104.07 5.45 141.35 131.60 116.97 Fiduciary Acquisition Value 513,596.21 (49,354.32) 464,241.89 (464,241.89) 0.00 Fiduciary Acquisition Value 15,822.15 493,550.31 4,223.75 513,596.21 01-11-02 GPU (electric) o 1-11-02 Wayne Noss Flowers 01-22-02 Chapel Pointe (hair cut) 01-28-02 Agway (fuel) 01-28-02 Sprint 01-28-02 GPU (Final electric bill) 42.48 111.83 11.00 127.85 87.00 48.66 923 .25 Total Disbursements: PRINCIPAL BALANCE ON HAND 513,596.21 !1llil r . n ~ I;;d trJ trJ en ~ ~ t:::l N 1-3 . 0 :> ~~ 1 '":t 0 0 1-3 ~ . ....... trJ t:::l0 () t:::l I H >~ H . 0 0 n en -;::j :D ~ > ~ t-l ....... '":t 01-3 'Io;~ ~ Kl ....... ....... qtrJ - r " ~ N-...J ~ Z:~ I\) m 0 co g; I V1 1-3 ~~ r"< N ,<: 0 ~ ~'<!a r ~ ....... H .. '":t & ~];1 Ii;" trJ I trJ ge N ":l c;-t -.J;>;::E 0 t'"" trJ H ~m Co> ~ tr:l 0 trJ Z t'"" ,...,. ....... trJ Z t'"" .<-< ~ 1-3 en en 1-3 1-<: H t'"" n .q ~ ~ H :> i STATUS REPORT UNDER RULE 6.12 / " vi L/1/ c '\ Name of Decedent: .Annie Lee Tichy Date of Death: December 21, 2001 Will No.: 2001 - 01175 Admin. No.: ? 1 - 01 - 1175 Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether 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 personal representative file a final account with the Court? Yes _ No Ikr Femi}; 4y1f,d'~ ~ /~//?r 2()&)3 i.J~4 ~J SLI. a7u:3 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No 0 . c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court andmaYbeattachedtothi~.sr~o . -d4/ Date: JI-lf"-2(J~ .... _ cQ__ gn ture V Joseph D. Buckley, Esquire Name 1237 Holly Pike Carlisle, PA 17013 Address (717) 249-2448 Telephone No. Capacity: w?rsonal Representative MCounsel for personal representative