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Home My WebLink About10-05-05 ----r-~--~.----.-- ~ ::.0 -.'1 ,", ~ ,... '=; :~, o' ,- ',I jQ <"! "" ': ... _2 "', "'Ii" '''lI ,- ".' ~o,-'f.: 'I" C G (,",' I I ,~ , # .,. -' ~--:, E~ ~~ ~ ~ '." l. 0'1- ,..;J. .... .:.. ~.,. ...., ~ .- "-1 'SJIo- '....' ..... 1,r j".. <.)> .. ~:~ ~~ G'.ttIM' f'l C; :;:: ....... O.O~ ~ . ~ , I 'If ''1 ~rr~ .~. ~1'n' r-' "~l"lr~"T~ ~,'II""""" ,~' ''''''i'T,,!1';,~''''lrf,,'' I' , I!: , 'r 1:"" -, ~. . ' - I r-COrl!,,\ nc. nL 0' ,~.\(\'\ . I ~,-_I. - . ?(\r:~: - -- as :E \>0 0 '- 0 -.... '-J .~ ctS v \ ' - \../" 0 ~ - .... ~ 0 I- -- LL - - Crj ~ r--- -. ,u_ ~ ~ = tIJ ~~ _::::= ~. ~l -: ~ ?" 0 := = ~ ~ B : 0 0 c... = $-I r :: * ~ ~ -..... 0 -: ~u::; -=~~c - , u ,- ~ [fJ l. ~ , t ...... U 0 l. [fJ [fJ ~. <C --- ' ~ ~ ~_. l. > - ., ~ j > ---- -..... t Q r $ ~ Q ...... , ..... <( .. . ~ 'i f Il~ ~ ~ KNIGHT & ASSOCIATES EC. Attorneys at Law October 4,2005 Register of Wills 1 Courthouse Square Carlisle, Pennsylvania 17013 ) RE: Estate of Barbara Ann Sweeney Estate No. 21-05-0018 My File No. 3770.1 (II .J:..... Dear Register of Wills: Enclosed for filing please find an original and two copies of an Inheritance Tax Return i the above-referenced estate. Please return a time-stamped copy to my office in the enclosed e1f- addressed, stamped envelope. I have also enclosed a check in the amount of$15.00 representin the filing fee for the return and a check in the amount of$101.92 representing partial payment 0 the inheritance tax that is due. I Should you have any questions or wish to discuss this matter further, please do not heSttate to contact me. i Very truly yours, SMS/dmh Enclosures F:\User Folder\Finn Docs\Estates\3770-lreg.wills.wpd 11 Roadway Drive Suite B Carlisle, PA 17013-8806 . 717-249-5373 717-249-0457 fax ) I REV. 1500 EX + 11.00) .. w ... :.::~l2 frl15g :Z:II(.J U..o:l .. <( *' REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA ~ DEPARTMENT OF REVENUE DEPT. 280001 HARRISBURG, PA 17128-0601 ... Z w Q w U w Q DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Sweeney, Barbara Ann oil. TE OF DEATH (MM-DD- YEAR) - -'!DATE OF BIRTH (MM-DD- YEAR) 12/2 7 /20_~____ ___1.,08/ 1?f 1943 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) GFFJCi,C"L USE O~jL\/ FILE NUMBER 21 05 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 018 UMBER 186-32-7441 THIS RETURN MUST BE FILED IN DU LICATE WITH THE REGISTER OF W LLS SOCIAL SECURITY NUMBER I o 3. Remainder Return (date of death pri rto 12-13-82) o 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 1 8. 5. Federal Estate Tax Return Req ired ~J:J 1'1') C-) C') "::J .:J :;" '.::J (8) 172,249.35 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) I' 14. Net Value Subject to Tax (Line 12 minus Line 13) 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 1. Original Return 2. Supplemental Return 11 Roadway Drive, Suite B Carlisle, P A 17013 (1 ) (2) (3) (4) (5) (6) (7) None None None None 101,378.13 70,871.22 None (11 ) 16,579.15 155,670.20 4. Limited Estate '... thz Ww II(Q II(z 00 u.. AME Sean M. Shultz, Esquire ---------_.-----~~~- IRM NAME (If applicable) Knight & Associates, P.e. ELEPHONE NUMBER 717/249-5373 (9) (10) 5,731.78 10,847.37 (12) (13) (14) 155,670.20 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ~ :::J ... ii: <( U w II( 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) x .00 155,670.20 x .045 (15) (16) 7,005.16 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) z o E :::> .. ~ o U S 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate x .12 x .15 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. (17) (18) (19) 7,005.16 19. Tax Due Copyright 2000 form software only The Lackner Group, Inc. D!'!cedent's Complete Address: STREET ADDRESS 134 Rellim Street CITY Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 7005.16 137.10 Total Credits (A + 8 + C) (2) 137.10 3. Interest/Penalty if applicable D. Interest E. Penalty 8. Enter the total of Line 5 + 5A. This is theBALANCE DUE (3) 0.00 (4) (5) 6 868.06 (5A) (58) 6, 68.06 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. A. Enter the interest on the tax due. 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 No a. retain the use or income of the property transferred;............................................................................. ~ ;. : ~::: ~;.~~:;:~::;:;~~~,~~:'~all"'.th'. p~~~~rtyt"'.:'f<""'d.~;~.;""'~~:::...:..:...:::... tj 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 ~, IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART 11 Roadway Drive" Suite B Carlisle, P A 170 b 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, carre preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Tawnya Ann Sullivan ~.\~(\.~ ~~~~ S~A~ PE. '0.... RESPONSIBLE FOR FILING RETURN ADDRESS 130 Rellim Street Carlisle, P A 17013 ADDRESS 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 u e of the surviving spouse is 3% [72 P.S. 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 [72 P.S. 99116 (a) (1.1) (ii)]. The statutedoes not exemota transfer to a surviving spouse from tax, << of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiar 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 c 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 benefici 1.2) [72 P.S. 99116 (a) (1)]. i{\i PI P () j. IAll:c1 )% ,ure latural . 99116 The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12' under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blooa or aaopuulI. lefined, *' SCHEDULE E CASH, BANK DEPOSITS, & MISC PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I _____.,________~.___.._______L______...____ ESTATE OF Sweeney, Barbara Ann II FILE NUMBER 21-05-0018 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER -- 1 China Closet DESCRIPTION 2 China & Crystal 3 Gun Collection 4 Cumberland County Retirement Fund 5 Deferred Compensation Account TOTAL (Also enter on Line 5, Recapitulation) VA UE AT DATE OF DEATH 500.00 100.00 400.00 79,857.57 20,520.56 101,378.13 ".,.<-~_...""""<~,-~.._.",,",,,",.,.) *' SCHEDULE F JOINTLY-OWNED PROPERTY I -- I FILE NUMBER I I 21-05-0018 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sweeney, Barbara Ann If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO ECEDENT ---------------- A Dane E. Sweeney 141 Tower Circle Carlisle, P A 17013 son B Tawnya A. Sullivan 130 Rellim Street Carlisle, P A 17013 daughter JOINTLY OWNED PROPERTY: G----I- DESCRIPTION OF PROPERTY I LETTER DATE . .... % OF JATE OF DEATH ITEM FOR JOINT, MADE Incl~d~ n~me <?f ~lnanClallnstltutlon and bank .a<;:count number DATE OF DEATH DECD'S VALUE OF NUM;ER TE";T I 02;~~:961~~::::::~~:~::::~::~:~:' ;::::, ro,' VALUEl::,:::: 'NTE::: DE< EDENT:~~;::: 1- __I ~~mberland County, PA (see attached appraisal) 2 B 09/09/1997 I Members First Federal Credit Union Savings Account 916.53 50% 458.27 : No. 170625-00 I i 09/09/19971 Members First Federal Credit Union Checking 646.89 ., Account No. 170625-11 I 3 B 50% 323.45 4 B 02/11/1994 Janus Fund 3,179.00 50% 1,589.50 TOTAL (Also enter on line 6, Recapitulation) 70,871.22 I *' I SCHEDULE H I i AJNERAL EXPENSES & I I COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS I INHERITANCE TAX RETURN .~ RESIDENT DECEDENT ESTATE OF I FILE NUMBER Sweeney, Barbara Ann 21-05-0018 ~--'--'-~'~----- Debts of decedent must be reported on Schedule I. . ITEM 'I~~--- . I .-- DESCRIPTION AMOUNT , NUMBER A. FUNERAL EXPENSES: 1 Funeral 2,409.60 i 2 Preacher I 75.00 3 Flowers 100.00 I I 4 Funeral Meal l,OOO.OO B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions I Social Security Number(s) I EIN Number of Personal Representative(s): Street Address ! City State Zip - Year(s) Commission paid I 2. Attorney's Fees to Knight & Associates, P.c. 1,600.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant i I I Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees to Register of Wills 317.00 I 5. I Accountant's Fees I 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 The Sentinel - advertise letters 155.18 2 Cumberland Law Joumal- advertise letters 75.00 TOTAL (Also enter on line 9, Recapitulation) 5,731.78 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT l ESTATE OF Sweeney, Barbara Ann Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION LL Bean Visa 2 Capital One 3 Members 1st Visa 4 Members First Federal Credit Union Home Equity Loan No. 170625-01 5 Income Tax Return I FILE NUMBER 21 - 05 - 0018 -----. TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 1,295.14 1,821.21 540.39 6,955.63 235.00 10,847.37 I REV.1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sweeney, Barbara Ann I. FILE NUMBER 21 - 05 - 0018 RELATIONSHIP TO AMOUNT OR SHARE ~_ ~~~EDENT 0 ESTATE -,-. -_._.._-~.~-----_.._--~'_._~.. NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. ~BLE DISTRIBUTIONS (include outright spousal distributions) 1 Jason W. Sweeney 134 Rellim Street Carlisle, P A 17013 son Home si tuate at 134 Rellim E treet, Carlisle, P A, CUt1 berland County etirement Fund, D ferred Compet1/Sation Fund, and 1/5 esidue of estate 2 Deborah Kelly 6 Hickory Street Carlisle, P A 17013 niece China Coset 3 I ! Alexandra Sweeney 5 Seneca Circle Carlisle, PA 17013 granddaughter China a d Crystal See Continuation Schedule(s) attached Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shee t 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 I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE I I *' I SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER Sweeney, Barbara Ann 21-05-0018 - NUMBE"i-- - NAME AND ADDRESS OF PERSDN(S) RECEIVING PROPERTY I RELATIONSHIP TO I AMOU , IJT OR SHARE DECEDENT ~ Do Not List Trustee(s) 0 ESTATE - ..- 1--- - -AXABLED-ISTRIB~TIONS- [include outright spousal distributions, and transfers under . , Sec, 9116(a)(1 ,2)] 4 I Tawnya A. Sullivan daughter Janus Fll nd and 1/5 130 Rellim Street residue ( f estate I Carlisle, PAl 7013 5 Robert H. Egolf, Jr. friend 1/5 resid ue of estate 134 Rellim Street Carlisle, PA 17013 6 I 1/5 resie ue of estate ! Dane E. Sweeney son , 141 Tower Circle Carlisle, P A 17013 7 Barth W. Sweeney son 1/5 resie ue of estsate 5 Seneca Circle Carlisle, PA 17013 I ! , i I I I Page 2 of Sch edule J 'I LAST WILL AND TESTAMENT OF BARBARA ANN SWEENEY /" I, BARBARA ANN S\VEENEY, of 134 Rellim Street, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. I I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial p lot or a grave marker at the time of my death, I authorize my personal representative, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. 2 I give, devise and bequeath the following property with all insurance proceeds thereon as follows: a. I give, devise and bequeath my real estate and home situate at 134 Relli Street, Carlisle, Cumberland County, Pennsylvania to my son, JASON W. S\VEENEY, of 13 Rellim Street, Carlisle, Cumberland County, Pennsylvania. I further direct that the said property b Page I of 7 Ii LAST WILL AND TEST AMENT OF BARBARA ANN SWEENEY appraised by a neutral Pennsylvania licensed real estate appraiser and that my son, DANE E. S\VEENEY and my daughter-in-law, KAREN A. S\VEENEY, of 141 Tower Circle, Carlisle, Cumberland County, Pennsylvania, be paid fair market value for their interest in said property. b. I give, devise and bequeath my china closet to my niece, DEBORAH KELLY, of6 Hickory Street, Northern Cambria, Pennsylvania. c. I give, devise and bequeath my china and crystal to my granddaughter, ALEXANDRA S\VEENEY, of5 Seneca Circle, Carlisle, Cumberland County, Pennsylvania. d. I give, devise and bequeath my Cumberland County Retirement Fund and my Deferred Compensation Fund to my son, JASON \V. S\VEENEY. e. I give, devise and bequeath my Janus Fund to my daughter, T A \VNY A A. SULLIVAN, of 130 Rellim Street, Carlisle, Cumberland County, Pennsylvania. f. I direct that my significant other, ROBERT H. EGOLF, JR., of 134 Rellim Street, Carlisle, Cumberland County, Pennsylvania, shall have the right to distribute my personal property which he has paid for or which we jointly own. g. I direct that my gun collection be distributed by my Executor in accordanc with my verbal instructions, hereinafter named, as he or she may deem appropriate. 3 I give, devise and bequeath the rest, residue and remainder of my estate, together with a 1 insurance proceeds thereon of whatever nature and wheresoever situate in equal shares, per stirpe , to my daughter, T A \VNY A ANN SULLIVAN, my son, DANE E. S\VEENEY, my son, BART \V. S\VEENEY, of 5 Seneca Circle, Carlisle, Cumberland County, Pennsylvania, my son, JASO \V. S\VEENEY, and my significant other, ROBERT H. EGOLF, JR., providing that they survi e me by sixty (60) days. Page 2 of 7 II LAST WILL AND TEST AMENT OF BARBARA ANN SWEENEY 4 I grant my personal representative the following powers in addition to an,d not in limitation of such powers as my personal representative shall hold by law: -' (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d) To operate any business that I may own at my death. ( e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being m intention to give my personal representative the broadest investment powers possible providing such investments do not unnecessarily prevent the prompt settlement ofm estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible at any time forming a part of my estate in any manner and on such terms an conditions as my personal representative shall see fit in his, her, or its absolut discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in th administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, a y controversies with the United States of America or the Commonwealth Page 3 of 7 , I I LAST WILL AND TEST AMENT OF BARBARA ANN SWEENEY Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. (j) To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers in the management of my estate, which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. 5 No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of m personal representative for the liability of such beneficiary. 6 I nominate, constitute and appoint my daughter, T A \VNY A ANN SULLIVAN, as Executri of this my Last Will and Testament. In the event my daughter is deceased, unable or unwilling t serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint m son, BARTH \V. S\VEENEY, as personal representative of this my Last Will and Testament. direct that my personal representative shall not be required to give or post bond for the faithfi performance of his, her or its duties in this or any other jurisdiction. Page 4 of 7 LAST WILL AND TEST AMENT OF BARBARA ANN SWEENEY 7 I hereby declare it to be my express desire that my personal representatiye employ the law firm of Hanft & Knight, P.C., of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate ofthis instrument, the administration of my estate, and the execution of the powers herein mentioned. Any mention of Hanft & Knight, P.C. in this my Last Will and Testament, is my free and voluntary act and through no influence by any person. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this 1 day of April, 2004. WITNESS: Page 5 of 7 I . - . LAST WILL AND TEST AMENT OF BARBARA ANN SWEENEY ACKNO\VLEDGMENT I ! COMMONWEALTH OF PENNSYLVANIA . SS. }- COUNTY OF CUMBERLAND I, Barbara Ann Sweeney, the 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 and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~idL~' ~~~ aroara Sweeney , Sworn or affirmed and acknowledged before me by Barbara Ann Sweeney, the Testatrix ,this 7 day of April, 2004. -~~~~~ - Notarial Seal Dolly M. Housel, Notary Public South Middleton Twp., Cumberland County My Commission Expires Sept 24, 2006 1\ 1e.llt:er. Per.o1svlvanla Asscd::::~::n Of t\t:ar.es Page 6 of 7 LAST WILL AND TEST AMENT OF BARBARA ANN SWEENEY AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND wE~mieL. fJ.e-f.ua . SS. l" and SeiiVl /1. ShtJlf-z.. , the witnesses whose names are attached to the foregoing document, 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 and Testament; that she signed willingly and that she executed it as her free an voluntary act for the purposes therein expressed; that each subscribing witness in the hearing an sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of ou knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under n constraint or undue influence. Sworn or affirmed and subscribed before me by ~()J;1IJ1lil !.. V..eJ\J ~n }.I/. <;hv Ir-z- this.] +.h- day of April, 2004. an Notarial Seal ~11y M. HOUSel, NotaIy Public South Mlddl~t~ Twp., Cumberland County My CommISSIon Expires Sept. 24, 2006 Memcer. Penns,iIv..ria Association or Nctaries F:\User Folder\Finn Docs\ Wi11s13536-1 bas. will. wpd Page 7 of 7 I COMMONWEALTH OF PENNSYLVANIA REV-1162 X(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 171 2B-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CO 00 5868 SHUL TZ SEAN M 19 BROOKWOOD A VENUE SUITE 106 CARLISLE, PA 17013 ACN ASSESSMENT AMour T CONTROL NUMBER un____ fold ---------- ---~---- 101 I $101.( ~2 ESTATE INFORMATION: SSN: 186-32-7441 I FILE NUMBER: 2105-0018 I DECEDENT NAME: SWEENEY BARBARA ANN I DA TE OF PAYMENT: 10/05/2005 I POSTMARK DATE: 10/04/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 12/27/2004 I I TOTAL AMOUNT PAID: $101 92 REMARKS: CHECK# 4741 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBfl UGH REGISTER OF WILLS REGISTER OF WILLS