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HomeMy WebLinkAbout07-15-05 REV.1500EX (6"()O) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 w ,.., :.::~rn uO:'" w<l.U ::too uO:..J <l.1II <l. <( """'_'<'_'N'-N'>"""'_~""""Y'"_"""''''''''_-N'=~_'~_''~w...'_'' 'M. ".w.,=="",w,=.",",,__,, FilE NUMBER OS- 21 _.. 0475 INHERITANCE TAX RETURN RESIDENT DECEDENT COUNTY CODE YEAR NUMBER I- Z W Cl W (,) W Cl DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) BYERS, MARY JO SOCIAL SECURITY NUMBER 177-16-1054 DATE OF DEATH (MM-DD-YEAR) 05/14/2005 DATE OF BIRTH (MM-DD-YEAR) 01/06/1920 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [!] 1. Original Return o 4. Limited Estate 00 6. Decedent Died Testate (Allach copy of W"') o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12.12.82) o 7. Decedent Maintained a Living Tnust (Al1Bch copy omust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 3. Remainder Return (dale of dealh prior 1012-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Allach Sch 0) .... Z W C Z o a- U) w 0: 0: o U THIS SECTION MUSTBECOMJ:'LETED;Al;I!:;CO~ESPONDEliWe;~ NAME THOMAS E. FLOWER FIRM NAME (If Applicable} SAlOIS, SHUFF, FLOWER & LINDSAY TELEPHONE NUMBER (717) 737-3405 CONFiDENTfAI,;lrAA INI'ORMATlON1'SftOl!J 'DaE D1RI:Cletli.rO: " COMPLETE MAILING ADDRESS 2109 MARKET STREET CAMP HilL, PA 17011 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 196,581.58 o S;;o ~. ::0 .:J:l "U ':~;::J:O ',<.-'''''F;; ',_.:Z: :0 '-~ci57"': .:~} C) 0 ~-:)O-Tl ::)C:: -' :rJ -{2-i -I", 3 Closely Held Corporation. Partnership or Sole-Proprietorship (1) (2) (3) (4) (5) 20,406.99 -0 ::Jo: '-:? <..n z o ~ ..J ::::l l- e:: <( (,) w a:: 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) (9) (10) (8) 10,979.28 1,472.52 (11) (12) (13) 12,451.80 204,536.77 (6) CTI (7) 216,988.57 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Tnusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 204,536.77 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !ci: ~ ::::l Q. :lE o (,) ~ 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) xO_ (15) 204,536.77 x.O ~ (16) 9,204.15 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 9,204.15 20.~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS HENDEL LOOP CITY CARLISLE STATEpA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 9,204.15 29,250.00 460.21 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C ) (2) 29,710.21 -Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund (4) 0.00 20,506.06 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (5) (SA) 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS [K] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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? ...... .................. ................. ........................................ D 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? .............. D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................ .... .................. .... ........................ ..... ..... ........................... ........ D No [K] [i] [i] [iJ [K] [K] Under penalties of pe~ury. I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE DATE 07/13/05 ADDRESS SAlOIS, SHUFF. FLOWER & LINDSAY, 2109 MARKET ST., CAMP HILL, PA 17011 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. 99116 (a) (11) (i)J. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of tran~fers to or for the us 1)..;( The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosu Pci 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 d or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. 3,o,c:.:() dlc () . cJ-.) 6 (a) (11) (ii)J. plicable even if The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, eXel The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 PS. 9! individual who has at least one parent in common with the decedent, whether by blood or adoption. At>.n j.~\ -#--. LI$" J.. 6(a)(1)]. ~n 9102, as an 50.6U Idoptive parent, REV-1503 EX+ (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF MARY JO BYERS FILE NUMBER 21-05-0475 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Sterling Financial Trust Company, investment account # 001612 (see attached itemized valuation) VALUE AT DATE OF DEATH 196,581.58 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 196,581.58 Processing Date, 06/02/2005 Estate Valuation portfolio of, Mary Jo Byers Account: 001622 Report Type, Cost Basis Number of Securities: 11 File ID: estateval Shares or Par Security Description security Value Price 1) 882.51 NORTHERN INSTL FDS (665278107) DIVERS ASSETS NASDAQ No close information ,.0 N/A 2) 481.59 NORTHERN INSTL FDS (665278107) DIVERS ASSETS NASDAQ No close information N/A 1.0 3) 9078.584 VANGUARD FIXED INCOME SECS FD (922031307) GNMA PORTFOLIO NASDAQ 06/01/2005 10.46000 94,961. 99 4 ) 1157.975 VANGUARD FIXED INCOME SECS FD (922031208) HI YLD CP PTFL NASDAQ 06/01/2005 6.25000 7,237.34 5) 2852.217 VANGUARD ED INDEX FD INC (921937108) COM NASDAQ 06/01/2005 10.32000 29,434.88 6) 114.046 FIDELITY SECS FD (316389204) GRWTH & INCM PRT NASDAQ 06/01/2005 37.82000 4,313.22 7) 100.255 LEGG MASON VALUE TR INC (524659208) NAV VALUE TR NASDAQ 06/01/2005 359.057 VANGUARD INDEX TR (9229081081 500 PORTFOLIO NASDAQ 06/01/2005 108.496 VANGUARD/PRIMECAP FD INC (921936100) COM NASDAQ 06/01/2005 61.68000 6,692.03 69.15000 6,932.63 8) 111.12000 39,898.41 9) 101 151.515 VANGUARD WORLD FD (921910105) U S GROWTH PTF NASDAQ 06/01/2005 16.14000 2,445.45 11) 151.334 VANGUARD GROWTH & INCOME FD (921913109) COM NASDAQ 06/01/2005 30.83000 4,665.63 Total Value: $196,581.58 cas~ S cL\, ~ f +- -r }j'Dz.,SI q~/, t;~ - I q1/ q,-/S, ,,! This report was produced with CostBasis, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 6.4.3) Page 1 STERLING FINANCIAL TRUST COMPANY CREATING MANAGING PRESERVING WEALTH June 24 2005 Thomas E. Flower, Esquire Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 Re: Estate of Mary Jo Byers Dear Mr. Flower: The enclosed statement is an Estate Valuation for the assets held by Mary Jo Byers at her death, which were being held at Sterling Financial Trust Company. Mrs. Byer's date of death, May 14, 2005, was entered into the valuation system and the system automatically calculates the average of Friday and Monday's averages. Please note items 1) and 2) are the money market funds and these were not valued because they are dollar for dollar funds. You will need to include the $882.51 income cash money market and $481.59 principal cash money market into the total valuation. The last interest income will post to the account on July 6th or ih. After credit is received from the income a check will be sent to you for the balance of the account. As of June 30th I will be retired from the bank and Stephanie Covahey will be the new relationship manager for the account. Should you need to contact her number is 633- 4416 and she is located at the same address. Very truly yours, RUNG FINANCIAL TRUST COMPANY 'p trid. K ~ Assistant Vice President Enclosure 25 CARLISLE STREET. HANOVER. PA 17331-9934 TELEPHONE ~ 717.637.2201 fACSIMILE ~ 717-633-4439 TOLL fREE ~ 1-800'788,220 I BANK OF LANCASHR COUNTY . BANK OF LEBANON COUNTY BANK OF HANOVFR FIRST NATIONAL BANK OF NORTH EAST REV-15G8 EX+ (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF BYERS, MARY JO FILE NUMBER 21-05-0475 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 COMMERCE BANK, CHECKING ACCT. #0513034801 7,054.86 558.23 2 PSECU ACCT. #819623467 - PRINCIPAL $557.40 plus $0.83 accrued interest 3 Cash.n account at STERLING FINANCIAL TRUST CO., ACCT. #001622 1,364.10 3,220.80 1,395.00 6,500.00 314.00 4 HOUSEHOLD GOODS, AUCTION PROCEEDS 5 JEWELRY & WATCHES, per attached appraisal 6 1995 GMC VAN, sale proceeds 7 UNCASHED PA INCOME TAX REFUND CHECK TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 20,406.99 , (.1 ' 1 ~~ommp rcp Ri'1nk ( f ~) X ; 7 1"[ ? a!' r~ fj ~..I q P IHl?/nCIJ Commerce tl:Bank ilil IcflJ 'ilit! ~ ~I fI IHI I;; MARY JO BYElR.S 23 HENDEL LOOP CARLI~LE FA 17013 ::ITI\"'~MI!N'r tlATI! 05/1.8/05 051303~ 801 t: ~_9 _'.' ... CHECKING w.. SO PLUS CLUB BEGINNINC RATE ACCOUNT NUMBER 0513034801 PREVIOUS STATE~ ~CB AS OF 04/20/05 ........................ PLUS :> DEPOSITS AND OTHER CRE~ITS ................... LESS 8 C}ffiCIG AND OTHER DEBITS ..... ................. CURRaNT STATEMENT BALANCE AS OF 05/18/05 ......................... NUMBER OF DAYS IN THIS STATEMENT PERIon 28 ACCtlUNT Ntl. 0.15000 9,038.63 1,854.16 3.836.85 7.055.94 --------~-----------------------------_._-------------------------_._-~~----------- .." CHECK TRANSACTIONS .*. SERIAL DATE 17510 05/02 1791 04./27 1793" 05/04 AMOUN'l' 30.00 74.46 1.5.93 SERIAL 1796. "l.7 97 17!)!l DATE 05/09 05/10 05/13 AMOUNT 24.03 15.00 3,555.00 " : Jill "11'1 i ,~~ 'I ~ , wi ill i illl , ," I i t~ "~ .,-1 ,,' -~,~------------------------------~----------------~-------------------------------- ..* CHECKINO ACCOUNT TRANSACTIONS .** ~ATE DESCRIPTION 04/29 Ae-?A TREASURY DEFT-ANNUITANT 05/03 AC-US TREASURY 303 -SOC SEC 05/03 AC-CM CARD 2 -CHECKPAYMT CK-00001794 OS/04 AC~AT&T Consumer -CHECKPAYMT CK-00001795 05/18 INTEREST PAYMENT DEBITS CREDITS 1.284.08 569.00 85.27 37 .16 1.08 --------------------~._--------------------------------------------------------~--- *.* BALANCE BY DATB ..* 04/20 9,038.63 04/27 05/03 10,701.98 05/04 05/13 7,054.96 05/19 8,964.17 10.649.89 7.055.94 04/~9 05/09 10,248.25 10,G24.B6 05/02 05/10 10,:a8.2S 10,609.86 ",1 PAYER FBDBRAL ID NUMBER INTEREST PAID YEAR TO DATE 23-2324730 ~.24 -.. INTEREST EARNED THIS STATEMENT PERrOD DAYS IN PERIOD ......................... I!\lTERES'l' El.l\RNEO ........................ .Ml'il1JAL PERCENTACE YIELD ElAJWED CAPY).... .... 28 1.08 0.15'l1 .!d d>j i_I " 'i'l ,~I~ il~ ,,~ ,!< II~ II.fUl I~~ :il_ ",I " "I , , [ \ ~];1 1 r-ommprcp Pdflk { ~: IJ lJ ? 1 7 [' [11-1 :" (! r-I () fl rJ[)1/ 8 0 3 "'f'lll ;1'1; "'I" Commerce . f1Bank ," MARY JO DYERS 23 HENDEL LOOP CARLISLE PA 17013 "'l'I\'J'I!Ml:!NT DATil OG/22/05 0513034801 1IC::C::OUN'l" NO. ., *** amCKING *** 50 PLUS CLUB BEGINNING RATE ACCOUNT ~ER 0513034801 ~REVIOUS STATEMENT BALANCE AS OF 05/18/05 ....,.'................. PLUS 3 DEPOSITS AND OTHER CREOITS ................... LESS 2 CHECKS AND OTHER OEBITS ...................... CURRENT STATEMENT BALANCE AS OF 06/22/05 ........................, NUMBER OF DAYS IN THIS STATEMENT PERIOD 35 0.15000 7.055.94 1.284.78 8,340.37 .35 1';.1, H,I', ,I.i' "1,\,, *** CHECK TRANSACTIONS ..~ SERIAL DATE! AMOUNT 1792 05/19 15.00 SERIAL DATE AMOUNT il'" ,III- ~ .11 ~ ~ "llil' ,4j'l ~ ,~Iijl ,11~1 ,IIUI l~ili Ij ..* CrlECKING ACCOUNT TRANSACTIONS .~~ DATE DESCRIPTION 05/31 AC-PA l~URY DElPT-ANNUITANT OS/31 DEBIT MEMO OG/22 CORRECT CLOSING 06/22 INTEREST PAYMENT DEBITS 8.325.37 CREDITS 1,284.08 .35 .35 I, ,[ ,[ ili *.. BALANC8 BY DATE ... 05/18 7,055.94 05/19 'II I 7.040.9~ 05/31 .35- OG/:J.2 23-2324730 4.59 .35 PAYER FEDERAL ID NUMBER INTEREST PAID YEAR TO DATE JS .35 0.15'ir 'I [I .H II II ..... INTEREST E:ARNEC THIS STATEMENT PERIOD DAYS IN PERIOD ......................... INTEREST EARNED ........................ Al\.'NUAL PERCENTAGE YIELD EARNED {APY).... ....* I[ ,11.1 ,[,I '14 ,'I~ ,~~ := ;,fl~ 11,1 ,"~ 'I ~ II II :'1 I: PSEC~ the financiallinkTM June 1,2005 Account # 8106234647 THOMAS E FLOWER 2109 MARKET ST CAMP HILL, P A 17011 Dear MR FLOWER: The following is the status of MARY JO BYERS's account with PSECU as of the date of death. Joint Owner's Name Date of Death Date of Birth NONE 05.14.2005 01.06.1920 Sharc SOl S 51 Description Regular Shares 60 Month Certificate Open date 10.30.2002 02.05.2003 Balance $ 5.02 552.38 Accrued Dividend $0.00 0.83 The dividend earned from January 1, 2005 through the date of death was $8.43. The decedent had no loans with us. We do not have safe deposit boxes for our members. A check for the proceeds will be sent under separate cover. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, ~i'f Member Service Representative Finance Support Unit Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place. Harrisburg, PA 17110.2990 . (717) 234-8484 . (800) 237.7328 . Mailing Address: P.().Box 6701 Harrisburg, PA 171 06.7013. (717)777;2100(TDO) . (800)472-1967(TDO) I ",/ Savings federally insured up to $1 OO,QOO by the National Credit Union Administration www.psecu.com II~'" ~"\.:. \;;111':- '~,{ ;~. \ ,.,,' J~ ~I\~\(,d ~~IOJ~~~.. ~ ~~-~ :;= !t'111 ;~ "",,'WI ~~ratsall ",'r",".' ""';"0- ~~~ \'Wt ff'& 1)N "'~ ~ II .~' ~ I[~;L' ~". ..'~" .'"~ ::.".., \ ~~~:' ~ ,~ I\,,:,~ .,~\ I~~.'.'. ll~ !~~I II~I ~I ~~'I ~ .\ I .~ ~e;'-- .~~ I ~~j,' ~ 1~1 ROSE MARIE'S ANTIQUES Jewelry, Estate Liquidations, Appraisals 2136 Market Street CAMP Hill, PENNSYLVANIA 17011 (717) 763.8998 TO WHOM IT MAY CONCERN: This is to certify that we are engaged in the jewelry business. appraising diamonds. watches. jewelry and precious stones of all descriptions. We herewith cp-rlify lhHt we have this day carefully examined the following listed Hnd described articles. the property of: NAME~~~-' I~ ~ ADDRESS Lf !:> 0 fJ. &, 7 ':,i . ~r pa- 17111 We eSlimHle the value as listed for insurance or other purposes at the current wtHiI value. excluding Federal and other taxes. In making this Appraisal. we DO NOT agree to purchase or replace the articles. APPRAISED VALUE DESCRIPTION I, ~~~/D~~~k<<--~ ~~&- p&1 ~~. ~-li~ ~ /tPO.Do J. ~~~/t)~p ~ .l'3 I.hI.Ud~ /I tStJo JIJn.I~P-I#:p~ 1-~/;lUt.~: 1It/5'-oo t/. ~r~~~~'1~6/,I&/!';JO'OcJ ? ~~!d~~rf1M~~d).1 ~ t..;~~ ~-#- (:.>l1'I1/.""-LV ,J 3'$:00 Y'Ld/"'/~ ~~t &.-:~'///~J'~, ~ ~A-{7-tP- (7~ II 5'O.Ocl 6.~7 ;), , h~ "" ,..j. ~::II I~ t. 7? I {.57, '1U4ttf<:J ~.J"" ~~ i "''T . /--_. , 7, $d ~~~~J':1~ ~~ h;I '{ ~ ~~ Io#.";;_-~/. I"po.f)o The foregoing Appraisal is made with the understanding that the Appraiser assumes no liability with respec~ any action that may be taken on the basis of this Appraisal. U!_ lL . . F' -~;:d~ (../;2/ J () s- , APPRAISER ' / DATE ~, -TI~ ':!:5 ..~ ' ~ ~.. ..;;'~ ~ ~ I. :~ "'I,' .'( i9J 0:.: [(:..~ i'Jr. J; , .w "" ... llil \'~ ~'o ~! ."~ I '~ ::;~\!f(~1j . ~, I~~,! .~. ~~ . ~: ~m ~1 If ~ ~.:rl<: :~..... ~ ;liKf~ ... "1\ Iii' r.""~' \.~ "'" ,> 'W'" .Y.6l~' Ilf~ I(JJ;~ ~)" u~; ~,~ ~~!lcI~ ~, ~ ." ..1."'- '[2: .~~ 'JJJ 'l<; ~ ." ~ ' ....fL, . '-'i ,,!.:,. ",-;k ~ ' ~~). ~~.~~~~ REV.1511 EX+ (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF BYERS,MARYJO FILE NUMBER 21-05-0475 Debts 01 decedent must be reported on Schedule J. ITEM NUMBER A. FUNERAL EXPENSES: 1. DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 9,424.65 3. Family Exemption: (If decedent's address is not the same as claimant's, attach expianation) Ciaimant Street Address City State .Zip Relationship of Claimant to Decedent 4, Probate Fees 319.00 5. Accountant's Fees 6. Tax Retum Pre parer's Fees 7. Mentzer's Auto Sales, lot space rent ($100) and sales commission ($640) 740.00 8. Publish Estate Notices, Cumbo Law Jrnl. ($75) and Sentinel ($180.59) 255.59 9. Allstate Insurance, insurance on GMC van pending sale 211.96 10. PNC Bank, check printing fee, estate checks 28.08 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 10,979.28 REV-1512 EX+ (12-03) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BYERS, MARY JO FILE NUMBER 21-05-0475 Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 3. AT&T 8.59 SPRINT 3.98 ENGLISH GARDEN 277.82 GM CREDIT 62.45 CUMBERLAND CROSSINGS 960.46 UGI 79.85 MET ED 67.10 CRMC ANESTHESIA 12.27 2. 4. 5. 6. 7. 8. TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,472.52 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BYERS,MARYJO FILE NUMBER 21-05-0475 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. NANCY ANN HESS, 430 N. 67th St., Harrisburg, PA 17111 step-daughter 100.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheels of the same size) LAST WILL AND TESTAMENT OF MARY JO BYERS I, MARY JO BYERS, of 23 Hendel Loop, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executrix or Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I give my entire estate to my step-daughter, NANCY ANN HESS, of 430 North 6ih Street, Harrisburg, Pennsylvania 17111. LASTLY: I nominate, constitute and appoint JAMES D. FLOWER, JR., to be the Executor of this my Last Will and Testament. In the event that the said JAMES D. FLOWER, JR., shall be unable to serve as Executor for any reason, 1 appoint, THOMAS E. FLOWER, as Executor. In the event that the said THOMAS E. FLOWER, shall be unable to serve as Executor for any reason, I appoint any attorney of the law firm of SAIDIS, SHUFF, FLOWER & LINDSAY, or its successor. No Executor shall be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;1 +4 day of f~- ~yE"J~ , 2003. SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: ~ K- ~j~ ~t071' / ./ v;/~~ v 2 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, MARY JO BYERS, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowle ged before me, by MARY JO BYERS, the Testatrix, this I / t:::f.- day of 2003. Y1/ ~ ~eJv.V ~~ry J6- yers, Testatrix NOTARIAl SEAl MERLENE J. MARHEVKA, NOTARY PUBLIC CARUSLE. CUMBERLAND COUNTY, PA MY COMMISSION EXPIRES JUNE B, 2006 3 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, James D. Flower. Jr. and Dawn L. Flower the 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 Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by James D. Flower, Jr. and Di'lwn To Flowp.r this l~~ dayo! ~A!ltr 2003, cd ~ / . /~'?'/ ~.. . c~ ~~-1-/ Witness NOTARIAl SEAL f',', MERlENE J. MARHEVKA. NOTARY PUBLIC CARUSLE, CUMBERLAND COUNTY, PA MY COMMISSION EXPIRES JUNE e, 2006 4