HomeMy WebLinkAbout10-13-05
"
REV -1500 EX + (6-00)
..
I
I
OFFICIAL USE ONLY I
i
I
i
100198
. ~......
~
.w
lII:::CII)
uii!>::
wl>.U
:coo
uO::..J
1>.01
I>.
0(
z
o
~
~
::l
l-
ii:
.<
o
W
0::
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
FILE NUMBER
II
05
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
I-
Z
W
o
W
o
.W
o
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Speck, Mary A.
DATE OF DEATH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN D~PLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
176-26-1712
DATE OF BIRTH (MM:DD,YEARJ:
01-17-2005
07-14-1933
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
[!] 1. Original Return
04. Limited Estate
[!] 6. Decedent Died Testate (Attach
copy of Will)
o 9. Litigation Proceeds Received
o
o
o
o
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
1 o Spousal PovertvCredit (date of death between
. 12-31-91 end 1,1.-95)
2. Supplemental Return
o 3. Remainder Retum (date of death pri(Jr to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit IBoxes
D 11. Election to tax under Sec. 911 a (A) (Attach Sch 0)
I-
Z
W
o
z
2
II)
W
0::
0::.
o
U
NAME
Jan M. Wiley
FIRM NAME (If applicable)
Wiley, Lenox, Colgan, & MarzzaccQ,P.C.
TELEPHONE NUMBER
717 -432-9666
i'~'
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) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
OFFICIA~ USEOfft. Y
, )
".1
t
I
_J
.,..'~'
~ '-1-
-.
u'
432,876.48
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(11)
83,649.63
349,226.85
345,618.81
3,608.04
12. Net Value of Estate (Line 8 minus Line 11)
(12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has
not been m~de (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SiDE FOR APPLICABLE RATES
(13)
(14)
15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z
0 (16)
~ 16.Amount of Line 14 taxable at lineal rate 0.00 x .045
~
::l
l1. 17.Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
:E
0
0 18. Amount of Line 14 taxable at collateral rate 3,608.04 .15 (18)
>< x
~ 19. Tax Due
(19)
0.00
0.00
0.00
541.21
541.21
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00;
. ~. .
3. Did decedent own an "in trust for" or payable upon deaih 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?... ................................................................... ................... ..................... ....... [!] 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RaTURN.
Under penalties of peryury, I dedare that I have examined this retum. Induding accompanYIng schedules and statements, and to the best of my knowledge and belief, ~ is true, correct and
~Iete Dedaralion of preparer other than the personal representative IS based on all information of whIch preparer has any knowledge
\ SI~"'ATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
\ J n Hey 130 W. Church St.
'^^-..-~ . DiIIsburg, PA 17019 - ,/-(/.:;,-
TURE OF PERSON RESPONSIBLE FORFI G RETURN ADMESS 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 P.S. ~9116 (a) (1.1) (i)].
For dates of death on. or after January 1, 1995, the tax rate imposed on the net valueoftra
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt.a transfertb aSlJrviving spouse
of assets and filing a tax return are still applicable eilenifthe sOniilfing spouse is the only I
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 yean
natural parent, an adoptive parent, or a stepparent ofthe child is 0% [72 P.S. ~9116 (a) (1
lhe tax rate imposed on the net value oftransfers to or for the use of the decedent's linea
99116 1.2) [72 P.S. 99116 (a) (1)].
.
.
Decedent's Complete Address:
STREET ADDRESS
10 Ridgeway Drive
CITY Carlisle
STATE PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
0.0-0
Total Credits (A + 8 + C)
(2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the differenCE!. This is the OVERPAYMENT. (4)
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 the TAX DUE. (S)
A. Enter the interest on the tax due. (SA)
. .
B. Enter the total of Line 5 + SA. This jstbe BALANC.EDUE. (S8)
. Make CheckPayabletb:R'E:GISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUE5TIONS BY PLACING AN lOX" IN THE APPROPRIATE BLOCJS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or...... .... .............;...................................... ................................................ ....
d. receive the promise for life of either payments,b~nefitsor care?.............................................................
2. If death occurred after December 12, .1982, did decedent transfer property within one year of death without
receiving adequate consideration?........ .c......;;........ ;.'; ....;...;; .... ...~.... ............;...... .... ................ ......................... ....
Yes
8
8
~ .-;" : ,-
w
ADDRESS
130 W. Church St
DiIIsburg, PA 17019
N~-PD
-.J '. Ausr
541.21
0.00
541.21
54 L 21
o
o
No
~
~
[!]
[!]
[!J
[!J
DATE
/0 -II-():s~
:JGuse is 0%
for disclosure
use of a
, 72 P.S.
The tax rate imposed on the net value of transfers to or for the use ofthe decedent's siblil bling is
defined under Section 9102, as an individual who has at least one p.arent in common with the decedent, wnetner DY 01000 or acoption.
.
SCHEDULE A
REAL. ESTATE
1~
I
I
I
I
I
,
.
Rev,1502 EX+ (6:98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAA RETURN
RESIDENT DECEDENT
FILE NUMBER
21-05-00198
ESTATE OF
Speck, Mary A.
All real property owned solely or es . tenant In common must be reported et fair market value. Fair market value is defined es the prtce et which property would be
exchanged between e willing buyer and a willing seller, ne~her being compelled to buy or sell, both having reasonable knowledge of the relevant faels.
Real property which Is Jolnlly-owned with right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
Sale ofreal estate situate at10 RU:lgewayDri~ejCarIiSle, PA, and tax proration due
estate:
VALUE AT DATE
OF DEATH
160,085.51
TOTAL (Also enter on Line 1, Recapitulation)
160,085.51
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
I"
Rev-1508 EX+ (6-98)
*'
SC"i:DULE E
CASH,BANKPEPOSITS, & MISC.
PERSONAL PROPERTY.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Speck, Mary A.
FILE NUMBER
21-05-00198
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jolnUy-ovined with the.rlght of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Adams County National Bank CO##149051:
VALUE AT DATE
OF DEATH
10,015.31
2 Capital Blue Cross (refund):
371.98
3 Capital Blue Cross (refund):
371.98
4 Cash found in decedent's home:
44.00
5 Central PA Conference United MethodistChufch:
20,235.78
. 6 Citizens Bank Checking #6100747271:
8,415.45
7 Citizens Bank Checking #6101199065:
11,937.82
8 Citizens Bank Savings #6140744883:
30,090.30
9 Citizens Bank Savings#614078020~:
10,025.26
10 Comcast (refund):
3.36
11 Haar's Auction (sale of personal property):
43,709.00
12 Income Tax Refund Check:
349.06
13 Kemper Insurance (refund): .
330.00
14 Legg Mason Individual Retail Account#363~04055-16:
59,361.07
15 PNC Bank Account #5003965353:
15,203.47
16 Prudential Financial Account #00047604048:
3,687.22
17 Second Hand Boutique (sale of clothing):
31.20
18 Sprint (refund):
20.80
Total of Continuation Schedule(s)
See attached page
TOTAL (Also enter on Line 5, Recapitulation)
214,426.89
(II more space is needed, additionill'pag:es 01 the same size)
Copyright (c) 2002 form software only The Lackner Group; Inc.
Form PA-1500 Schedule E (Rev. 6-98)
r
I
I
Rev-1508 EJ(+ (6.98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
COt.t.tONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
FILE NUMBER
21-05-00198
ESTATE OF
Speck, Mary A.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
19
Sprint (refund):
20.81
20
The Bon Ton (paychecks):
203.02
TOTAL (Also enter on Line 5, Recapitulation)
214.426.89.
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
y
~ev-1/j10 EX+ (6-98)
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC.NON~PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERlTANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF
Speck, Mary A.
FILE NUMBER
21-05-00198
This schedule must be completed end filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER
DESCRIPTION OF PROPERlY . .
INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1
.,' -",- .. ","\.; :-. .
Legg Mason IRA (Beneficiary: YorkSpririg'sJJM
Church): . .
2
PNC In.vestments/MetLife Investors Annuity-
Account #78694181 (Beneficiaries: 88% to York
Springs UM Church, 4% to Patrick Lee Williams,
4% to Adam B. Williams, 4% to Alicia J.
Williams):
3
Western Southern Life AssuranceCompariy'
Annuity (Beneficiary: York Springs UM Church):
TOTAL (Also enter on Line 7, Recapitulation)
DATE OF DEATH % OF DECO'S EXCLUSION
VALUE OF ASSET INTEREST (IF APPLICABLE)
13,297.04
30,067.04
15,000.00
(If more space is needel;!, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
TAXABLE
VALUE
13,297.04
30,067.04
15,000.00
58,364.08
Form PA-1500 Schedule G (Rev. 6-98)
Rev-1502EX+ (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Speck, Mary A.
ITEM
NUMBER
SCHEDULE H-A
FUNERAl EXPENSES
continued
FILE NUMBER
21-05-00198
1
Cocklin F'uneral Home:
DESC~IPTION
. Copyright (c) 2002 form software only The Lackner Group, Inc.
Subtotal
11
AMOUNT
12.012.18
12.012.18
Form PA-1500 Schedule H-A (Rev. 6-98)
REV-1151 EX+(12-99)
ESTATE OF
.
r
I
\
I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
. . . .
. "' . .
SCHi;DULI! H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Speck, Mary A.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-05-00198
ITEM
NUMBER
A. . FUNERAL EXPENSES:
B.
DESCRIPTION
AMQUNT
See continuation schedule(s) attach.ed
12,012.18
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Rer)fl!sentative(s):
Street Address
City State
Year(s) Commission paid
See continuation schedule(s) attached
Zip
21,625.00
Attorney's Fees
See continuation schedule($)attach~d
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
21,625.00
2.
City
Relationship of Claimant to Decedent
State
Zip
4.
427.00
Probate Fees
See continuation schedule(s) a.ttached'
5. Accountant's Fees
6.
Tax Return Preparer's Fees
See continuation schedule(s) attached
Other Administrative Costs
See continuation schedule(s) attached
500.00
7.
25,219.61
TOTAL (Also enter on line 9, Recapitulation)
81,408.79
Copyright(c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule.H (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-B1
PERSONAL REPRESENTATIVE'S
COMMISSIONS
continued
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Speck, Mary A.
ITEM
NUMBER
1
Jan M. Wiley (Administrator):
Copyright (c) 2002 form software only The Lackner Group, Inc.
DESCRIPTION
FILE NUMBER
21-05-00198
Subtotal
AMOUNT
21.625.00
21.625.00
Form PA-1500 Schedule H-B1 (Rev. 6-98)
..
11
I
I
Rev-1502 EX+ (6.98)
.
SCHEDULE H-82
ATTORNEY'S FEES
c<:)('t~it1ued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Speck, MaryA.
FILE NUMBER
21-05-00198
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
The Wiley Group:
21.625.00
Subtotal
21.625.00
Copyright (c) 2002 form software only The Lackn.er Group, Inc. .
Form PA~1500 Schedule H.B2 (Rev. 6-98)
Rev,15D2 EX+ (6-98)
.
SCHEDULEH-B4
PROBA'fEFEES
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Speck, Mary A.
FILE NUMBER ,
21-05-00198
ITEM
NUMBER
1
DESCRIPTION
Register of Wills (probate and shortcerts~):
AMOUNT
427.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Subtotal
427.00
Form PA-1500 Schedule H.B4 (Rev. 6-98)
ReY.1502 EX+ (6.98)
ESTATE OF
ITEM
NUMBER
1
2
3
4
5
6
7
.
SCHE,QI.fLEH-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Speck, Mary A.
DESCRIPTION
Commissions, Fees, etc., from sale of real estate:
Cumberland Law Journal (advertise estate):
Department of Revenue (Form 1040 - tax.du~):
. , . .
Haar's Auction (commission.. sale of pe..sonalproperty):
PA Dept. of Revenue (PA Income Tax):
Paul & Betty Herr (sale help):
Register of Wills (filing fee):
8
The Sentinel (advertise estate):
. Copyright (c) 2002 form software only The Lackner Group, Inc. .
FILE NUMBER
21-05-00198
Subtotal
11
i
\
AMOUNT
13.790.78
75.00
578.00
9.742.25
164.00
648.10
30.00
191,48
25,219.61
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
*'
SCHEDULE I
Di:BTSOFDECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Speck, Mary A.
Include unrelmb\lrsed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Andora Radiology:
2 Bronstein Jeffries:
3 Capital Tax Collection:
4 Eckerd DrugStore:
5 Kemper Auto & Home (insurance):
. 6 Med-Ed:
7 SMTMA (municipal authority):
8 Spring Road Family Practice:
9 Sprint:
10 UGI Utilities:
FILE NUMBER
21-05-00198
TOTAL (Also enter on Line 10, Recapitulation)
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
VA UE AT DATE
OF DEATH
309.65
122.11
13.37
47;66
780.50
145.81
99.00
47.75
49.67
625.32
2,240.84
Form PA-1500 Schedule I (Rev. 6-98)
11
1
REV"1513 EX+ (9.00)
*'
SCHEDULE .J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Speck, Mary A.
NAME AND ADDRESS OF
PERSON{S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers'
under Sec. 9116{a){1.2)]
RELATIONSHIP TO
DECEDENT
Do Not List Trustee s
FILE NUMBER
21-05-00198
SHARE OF ESTATE AMOUNt OF ESTATE
(Words) 1$$$)
EST A TEOF
I.
See attached schedule
II.
Total 3,608.04
Enter dQllar amounts for distributions shown above on lines. 5 through 18, as appropnate, on Rev 1500 cover sheet
NON-TAXABLE DISTRIBUTIONS:'
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
See continuation schedule(s) attached
345,618.81
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 45,618.81
Copyright (c) 2002 form software. only The Lackner Group, Inc. Form PA.1500 Schedule J (Rev. 6-98)
ESTATE OF:
Mary A. Speck 176-26-171201/17/2005. ..
Item Name and Address of Person(s)
Number Receiving Property
1 Adam Bradley Williams
PA
2 AI.icia Joelle Williams
PA
3
Patrick Lee Williams
PA
SCHEDULE .J
BENEFICIARIES
(Part I, Taxable Distributions)
Relationship
Nephew
Share of Estate
(Words)
Nephew
Total
1
r
Amolilnt of Estate
($$$)
1,202.68
1,202.68
1,202.68
3,608.04
~ev-15D2 EX+ (6.98)
SCHEDULE ~-IIB
CHARIT ABLE. AND GOVERNMENT AL
. DISTRIBUTIONS
continued
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF .
Speck, Mary A.
ITEM
NUMBER DESCRIPTION
1
The Crippled Childrens Hospital- Penn Statef'ersheyMedical Center:
2
The United Methodist Home For Children.:
3
York Springs United Methodist Church:
Copyright (c) 2002 form software only The Lackner Group, Inc.
FILE NUMBER
21-05-00198
Subtotal
AMOUNT
96.954.27
96.954.27
151.710.27
345.618.81
Form PA-1500 Schedule J-IIB(Rev. 6-98)
l'
fLittsllfill crn.a {I[eslcrm:eut
OF
MARY A. SPECK
BE IT REMEMBERED, that I, MARY A. SPECK, of 10 Ridgeway
Drive, Carlisle, Cumberland County, Pennsylvania, being of
sound mind, memory and understanding, do make, publi$h and
declare this as and for my Last will and Testament, hereby
revoking and making null and void any and all Wills and
Testaments and writings in the nature thereof by me at any
time heretofore made.
ITEM 1:
I direct that all my just debts and funeral
expenses be paid as soon after my demise as may be
convenient.
ITEM 2:
All the rest, residue and remainder of my
estate of whatsoever nature and wheresoever situate, whether
it be real, personal or mixed, including property over which
I have a power of appointment, I give, devise and bequeath
as follows:
(A) Thirty-three and one-third (33 1/3%) Percent
thereof to THE CRIPPLED CHILDRENS HOSEITAL,
Elizabethtown, Pennsylvania, absolutely;
(B) Thirty-three and one-third (33 1/3%) Percent
thereof to THE UNITED METHODIST CHILDlRENr S
HOME,
Mechanicsburg,
Pennsylvania,
absolutely.
WITNESS:
.....-....
~ dc~hIL {SEAL I
MARY. C
-1-
11
\
!
(e) The remaining Thirty-three and one-third
(33 1/3%) Percent thereof to THE YORK S~RINGS
UNITED METHODIST CHURCH, to be used for their
general purposes, absolutely.
ITEM 3: I direct my hereinafter named Executor to pay
all inheritance, estate, succession and legacy taxes of
whatsoever nature and kind, to which my estate or the
~
transfer of
r ,
any property pass1.ng hereunder or otherwise
passing by reason of my demise,.may be subject and to dharge
such taxes against my residuary estate, it being my intention
that none of the aforesaid taxes, either federal or state, on
any property required to be included in my gross esrtate,
under the provisions of any state or federal law now in force
or hereafter enacted, shall be prorated among the pe~sons
interested in my estate to whom such property is or may be
transferred or to whom any benefit accrues.
ITEM 4: I appoint CITIZENS BANK, as Executor of this my
Last Will and Testament.
ITEM 5: I direct that my Executor shall not be required
to give bond for the faithful performance of their duties in
any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ~ 7 f-h day of Aut} tis-+-
, 2002.
WITNESS:
~a'~EALI
MARY SPECK~
-2-
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF YORK
We, MARY A. SPECK, JAN M. WILEY, ESQUIRE and SH$RRY
A. FITZKEE, the Testatrix and the witnesses respectively,
whose names are signed to the attached or foreg~ing
instrument, being first duly sworn, do hereby declare to
the undersigned authority that the Testatrix signed and
executed the instrument as her Last Will and Testa~ent
and that she had signed willingly (or willingly directed
another to sign for her), and that she executed it as her
free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix, signed this Last
Will and Testament as witness and that to the best of
their knowledge the Testatrix was at the time eighteen
(18) years of age or older, of sound mind and under no
constraint or undue influence.
Sworn to and subscribed
before me this ~7~~ day of
A";i "rf ~1i;;'002.
~~
NOTARY PUBLIC
MY COMMISSION EXPIRES:
Notarial Seal
s. DDallwo Gladfelter, Notary Public
Isburfj Boro, York County
My CommissIon Expires May 11, 2005
Member, PennsylVania Association of Notaries
'-' w.." i-..,J i-.UW~
.ll...' -;, r ',WI I. UWI ',--HI'! hHK II'IHI'J
rlrc:''-!':::Jrbl/Jl<'J
I U:(1 (4~~c::'i/}4c'b
11
\
P.2/5
A. SETTLEMENT STATEMENT U.S. OEPARTMENT OF HOUSING AND URBAN DEVELOPMENT OMB No. 2502-026
B. Tvoe of Loan
1. gFHA 2.. DFml1A 3. 0 Cony. Unlns. ..1 6. File Number: 17. Loan Number: I B. Moltgage InsL~nce Csse Number:
4. OVA 5. 0 CorlV. Ins. RE05.131 014$225082
C. NOTE: This form i,l furnlshea to give you a statement of actualllettJement costs. Amounls paid 10 and by tho soltlement agent are shown. /lemll
marl<ed "(p.o.e.)" were paid outside \ha closing; they lire shown hate for informatIonal plJr~<!la and are not Includod in the totllls
0, Name and Addre" or Elorrowor{s): E. Name 11M Address of Seller{e): !
Michael K. Gener Estate 01 Mary A. Speck
Julie E. GOIlOr Jan Wiley, Administrator
3240 R Street NW 10 Ridgoway Drive
Washin!lton DC 2000.,. Carlisle. PA 17013
F Name and Address of lender: G. proposty Location:
WeUs Fargo Bank, N.A 10 RidgewIIY Drlve. Cartilile, Penn3ylvanla 17013
SOuth Middleloll Township. Cumberland Counly
7485 New Horizon Way 40.24-0748-008
Fredl)tick, MD 21703
Place of SelUomont H. Name of Settlement Agent
1 Irvine Row, CarliSle. PA 17013 Dun~n & l1artrnan. P.C.
I. Settlement Date. Funding Dale'
13-24.20Q5 6.24.2005
J. SummarY of eorrowor"s Tranaactron ~~:':~'. ,-f t'- K. Summllrv of SeUer's Tramu.ctlon f .' . \: . ; '.
: \!foo) Gross Arl10uiit'Due',f'rom\BorTowor ! ..;~-'" f '.~ ~ .~~ "',,< 400~ Gross Arnau'ii.; Duetro'.sollei :'i,'1i :'. '..!:.;r~i .' ,.." ,:. f.!<1 .'. " ! : ~... :."..~ . ",""
'. "'''fi't=
101. Contracr !lBt..!! orlce 159900.00 <l01 Contract sales OI'ice 159900.00
~02. Per$OO:lllll"o~ 402.P~a'nmnPrtv
103. SRltlement cluIraes 10 borrOWer (line 1400) 5794.36 40S.
104. 404.
105. 405.
AdlllstmOnts for itema psld bv sollor In advance ~_. :.\:;r:...;..... . Adjustment.. for Items naid bv seller In advance : "'~.I - . ,. "i".~~ :: -. 's
106. Ci xes to 406 Cltvltown taxes to
107. Counlv taxas 6-24.2005 10 12.31.2005 16262 407. County IllXes 6-24-2005 to 12.31-2005 162.62
f08. A!l!l......M...,'S 10 406ASSO&amenhl 10
1 09 ScnOOl taxes 6.24.200:1 to 6-30-2005 2269 409. School ralles 13-24-2005 10 6.30-200S 22.89
110. 410.
111. 411.
112. 412.
120. Gross Amount ~e From Borrower 165879.87 420. Gross Amount Due To Sellar 16006S.51
!200, . 'PaId B",O~,ln!B' -," WAr' : :'j,',~' !'. :' '.' . . Iii--.' ~'.' _!lOD R - '-:Am'bunt.n "\ , .~~': . ,.;.!,..;! ,loa:" ::..... :- ~. - ~~... ...... .j
... . .
20 1. De~it or ealOMI money fO 00000 501. Excess depOsll (S60 instructions) ,
202. Princioal amount of new loants' 127900.00 502. SeltlOment """'rn".. to :leU<< (line 1400\ 13790.78
20S l""i~llna Ioon(5) taken subiect to 503. EYistino loonts) taken !lubiecr to
204. 504. Payoff of first moJ1gage lOi3n
,
205. 505. Payoff of second mortgage 101ln
208. 506.
207. 1507.
208. 508.
209. 509.
AdJustmonts for items unDald bv 501l0r ! .\'li."Wi ' , Adh./Strnonts for items unoald bv lSeller \ :: " , .-~ 'l.. .:I.\..~1
210. Citvltown taxes to 510. Citvltown taxes 10
:711 County taxes to !l11, County laxeR to
212. Nsessments to 512. Asse"menls 10
213. !l13. ,
214 514.
215. 515
216. 516. j
217. 517.
218. 518.
219. 519
220. Total Paid Bv/For Borrower lS7.IHlOOO 520 Total Reduetion Amount Quo Soll.r j 13790.76
..nn ~"':"'"";At s.>ith.m rrow"'::"!lt!ii,.j ',. ioi:o.:t " ~+, ..1'I......."l(~.,...._; ':.1100. eA;.h 'At.,!';MtI..in" , -. om'Selle'ii....... ~:;.'':' ':"1 .... l 'Nt ...~;. ~ ~:~ .~
....:-...
301. GrcB811mOunt c10e ftom borft'l\AMr lline 1201 1658)'087 601. GroBII..JlmOUI\I duo to seller /line 420) 160.085.51
302. Less amounla ~id bY/for bol'tOW!lr (line ~O\ 137,000.00 802. I.ess toducliona in llrnounl due seller (line 520J '~,790.78
103. CII,h f2<J From I I '1"0 BOrl'O\('l.er 27 979.87 603. ClUlh IX! To LI FrOm Sel!er 1462~
HUD..
I
I .l. I C:-(:oI I b10<0 IU: ( 1 ('f_)cYJ'fc'b 1-'. .~/~
L...-<-'___'-' ~~. . I , \ .."VI I.. UWl '1"-1.\ 'i i irll,li'lHI'i
'-''-'l. I -~
-1.:.-59lt';;"ent r;hA';;-OS
IJ . .7 SIR rnl".r'a: ..... --' .;; ...:.~,," ,~t~,.. >~: ~:;". "<~>~'~ii:l:. .... <':!r)'"....<ti....~ "''':;.;. '~I..'-J~~t''(;".v.-'"
Paid rom Paid From
based on once S 15\l 900.00 r!b 7 u,t" - 11193.00 Bom vlters Sellers
0lv1s1on Of CommiMion ClIne 700' "s follows' FlIn ~ at Fund, at
701. ~ 11 193.00 to ERA.NRT Inc. Settl nIlent Seltloment
702,$ to
703. CommiA"iofI nald a\ Settlemp.nt 1119S~O
704 Transaction F",e ERA-NRT In~, "'5.0
1,.'800.'-' "'Orlner.t1on w , ' ",~",":~':J.i'."'.""':. ~...';::" it: .~~~-; , .' .'--.0... .~. ,:...,.:....:\.,~.,.. ::~."!'.CIiIlIii,.mlo', ... . .. '.- ..l:.....1..1
..
801. Loan Orlnirltllion F.... % 10
802. Loan Di,cD\)ot % to
803 AODfaisal Fe"
804. CrPdit Reoort
805. Underwritina Fee Well~ Faroo Bank N.A. 395.00
806. DOClJl'l'lOn\ p....nl! :-;;
807. Floan r..,rtirlcaUon w--;;iiS Farnn Flood S"1Vi~e 16.00
608 Tax Sorvice Fee Wells Faroo Real Estate Tax Service 100.00
B09, Commllm"nt F''''
810. AoolicRlion Fee Wells Fa'roo Bank NA. 425.00
1'111.
812.
81'3.
814.
t;1 & RBDuir"'" I'Iv' ";'d9r~.B..IP..IO:ln Atlv:an.."r-Ilk. :.,...~..:} ., '. :r.*Xs~,,':":';~ I'r, F\~.. .;~ ~''''''f :~'""J. :~~, .. ".(l'i t:;;.~.- . . . ~ ., ~ :;. ::..:"_.:i'.::.~.::...:.:..t
" '---
901. lnt;;;;:..t!rom 6-24_2005 10 7- 1.2005 r!b S 19.:<'700 Idau 1'"7 '\ 134.89
902. Monnane insuran,.... nremllll'll for m^nthS 10 "- . J
903. HaUlrc;llnsurancG Dnlmium for ve:lrCSl to
904.
905.
:' 4nnn.....D6siirv8s [)"nn..191>11 Wjtlj'~/Irii:l"r...~'~ '. ":i- ~ n.......~~.. ' ...-~.:.~ ",.1~ .'J'~ r.... ~il/';P-""~.'....r. '. il<i J.. .' ..::~. .J!... .....,. .........~l.'..~ ;
1001 Hazarl1lnsorance S monlhS !l$ 38.33 DBr momh 114.99
1002. Mortnanp' inaur"nefl monlh~ ll-~- ~r month
100$, City DrOOOrtv taxes 5 monUlS !!$ 26.03 per month 130.15
loo.f.('nlln taxaA mnn1h.. r.1'l. oor month
100$ Annual t111sesament.. months r.ll op.r month
1 OOO.-School t811es 13 '""nths " 111;1.03 nor month 1_608.39
1007 months II: O<!r monlh
1 008. A!1.9r~ate EsCl'OW AdiuGlment -180.81
., ''':J,.~~J.~ '~.'tk . . i!;~::,... '::'~~,1: '~f .' .~;... ....:.,..~~.': .,. '.':',::s.. ~ II:';:: .- "_7.i$;".3.,.. ".:'~-:l'''.8' ';1
.'11.100'~Ha.C''''m....''. .f' .,~ :i', ....~\"H.':..'. ., . J-. ~,.'...!;. ,
1101. SelTl"ment or-;;.(osinn f.... tn
'10:>. Abstract or tit'" ~""r,.h to
1 1 03. TrlIe ..xsminatlon to
11 04. TItle lnt;urance binder to
1105. Dnr.umpnt nrenaraiion In
1106.NotaN~PAfoC~Sh 10.00
1107. Attorney's taGs 10 Wilfl!!o/. LellOJ(. Colgan & MarzzllCCO. P.C. POC
~- -.. ,ft..~h_' \
1108. Title insurance to William A. Dun~". Agent fOr Fidelity Natlonallitle 1.1~8.75
(jncllJrle~ abovo item numb..r~: 1101-1104 \
1109. LOnder'a coverllap. S"27 900.00 Premium S i:"'"'\:@"L '~~!..' ~: ,. .. . f'.;.a:.~:.,..1
1110. Own""s covcl'tlna -$- 159900.00 f>remlllm s 1 158.75 '. ':.:~.:y ..~. I. j: . ..... ..' :;-.... ':. ~ ). .. .J..'::-:: ~-'i
1111. Endorsem..ot!l100 300 8.1 PUD tn Fldelilv Nationllllitle 2111.00
1112. etos/nn protection Lptter to Fldolilv Nationlll Tlt\p, llS.OO
1113. OvemiohlllNire fee to Duncan & Hartman. P.C. :5.00
:'1200::0oyliinriloht Riicor'dln;'~lIricf'l'i'ihStBr,.cli''''M-t: . . '~'.,~ .'~.-...;: '~i". .. ...;;jj ....., :.' ~'. .. ..>:r:,@::.>;.. '~ '.~~' 'rllk"... :1..) l'd;;;" ..~..'-:~i;.' i_'~ J
'"
1701 Rocordina f....... - ;;'-;;;c1 38.50 MOnnMe 74.50 ~R~"O.OO t 13.00
1202 Citv/t'lllln'" Iaxtstam"ll: 1.5! 19_00
1203 State taxI"tamD!<: 1 59~.OO
12004.
1205
1300.'AddI+1n....1 .. . nt ChllraM ''llf.,!.<..: '.':?Iir.. '. (-:\:irb}~.. :. ''':'iIlf..v1 .... .l' '.:.~,ir~ ~. ~. ..~" ."- ,~:'F. ..;'!!!!I'iiiIt . :,,!:!, .;,f..NI' - 1
. .',...... .' ~:..',. '- '.~ :,.,./,,', ~
1301. Tax Certificl!tion .IUd" Ctlmnbell Tax Collector 10.00
1302. ~OO~ f'.Nmlu&Townsh'o R.e. T(\)(o$ Judu "..mn....;;,1I Tax Collp.mnr 318.78
1303. HomB WRrrAn1V At'lN 4119.00
1304. Finlll Water and Sewer SMTMA #l)1e090 93.50
1305. Loclt Chlln".. Hlllon', Lock S..rvi.... d2.50
t:400. Total SottIGmept Charges ContGr on lines 103. Soetion J snd 602. Seetion 10 5,79.)16 13790,78
CER'\"JFICATION : I have carefUlly reviewed the HUD.1 Settlement Statement and to tile besl of my knOWledgo and belief. It IS a true and
acx:ural.ll statement Of all tOeGiplaand dlsl>Ursemenla mllde on my account or by me in this trensaCl1on. I further cel1Jry that I received a copy
of the HUe.1 S<klment S1alemenl.
Signature or Borrower
Signature 01 Borrower
Signature of Sellef
Sillnaluro of SeDer
The HUD.1 SeUlemont Statemenl which I have prepared Is a \(ua and BOQUrate account of the tun<ls diSbursed or to be disburlied by me
underj;jgnod as Pllrt ot the solUomeni of this transaction.
Signature 01 SolUement Agent
Date
WARNING: It ie a crime 10 knOWingly make faille stal&monta 10 thl;! UnIted Slalos on this or any other similar form. Poolll1iea upon conviction
can include a fine and illlpti;;ionment. For de\;lilS soa: Title HIll S. Coda Section 1001 and section 1010.
LF..GG
MASON
Legg Mason Wood Walker, Incorporated
214 Senate Avenue, 7th Floor, P.O. Box 8853, Camp Hill, PA 17001 - 8853
717-737-6500 800-433-8186 Fax: 717-737-0800
Member New York Stock Exchange, Inc./Member SIPC
April 7, 2005
The Wiley Group
Jan M. Wiley, Esquire
130 W. Church Street, Suite 100
Dillsburg, PA 17019
RE: Mary A Speck
Date of Death 01117/05
Dear Ms. Wiley:
In response to your letter dated March 22, 2005, following are the date of death values for
Ms. Speck. Due to the date of death falling on a holiday, I have indicated values for the
date prior to death and the date following death.
Individual Retail Account
363-04055-16
Shares
405.635
1200.087
30000
Value
01114/05
$3,691.28
$10,380.75
$30,240.00
15000
Securi
Dryden Government Income Fund CIA
Scudder US Govt Secs Fd CI A
OBA Fed Svgs Bk Gaithersburg CD
4.6% Due 11/09/2006
Fed Home Ln Mtg Corp. 5.5% Due
02/15/2033
Value
01/19/05
$3,695.33
$10,380.75
$30,240.00
Accru~d
Inter t
NA
NAi
$30.25i
$14,981.25 $14,981.25 $33.49!
'Tot-~: ji Sq ~U\.DTl
.
Individual Retirement Account
363-71424-19
Shares Securi
1459.609 Dryden Government Income Fund CIA
Value Value
01104/05 01119/05
$13,282.44 $13,297.04
The above accounts were established January 2, 1997. The beneficiary listed for the
retirement account is the "Estate".
If you require additional information, please do not hesitate to contact me.
Sincerely,
J V. Thomas
Associate Vice President - Investments
(@1)
Western-Southern Lite
Assurance Company
11
I
I
Single Premium Deferred Annui
-
-
-
980
Prepared on 12/09/2004
Owner SPECK MARY
10 Ridgeway Dr
Carlisle PA 17013-7614
Page 1 of 1
Western-Southern Ufe appre~iates
your business. .
-
-
-
-
-
-
-
-
-
Annuitant
Contract Number
Contract Date
Contract Type
SPECK MARY
W 20603770
12/12/2001
NON-QUALIFIED
-
-
-
-
-
-
-
-
* * * INFORMATION ABOUT YOUR CONTRACT * * *
= > Total interest earned during any contract year will be impacted by any withdrawals, including systematic
withdrawals, from the contract during that year. For example, if you select the systematic withdrawal plan,
the interest you receive will be less than the amount indicated by the effective annual interest rate because
interest is being paid out rather than accumulated.
SUMMARY OF ACTIVITY
12/1212003 through 12/1112004
Beginning Contract Value
plus
Interest Credited*
less
Systematic Withdrawals
Partial Withdrawals
Surrender Charges
Ending Contract Value
Surrender Value**
$
15,00moo
678;40
678J40
.00
.00
15,000~00
14,190JOO
*
The effective annual interest rate for the contract year indicated above was 4.60% and is 4.75% fo~ the current
year. The Pacesetter guarantees interest rates each year for two 5-year periods. During the first ~-year
guarantee period, the interest rate will increase by .15% each year. The initial rate for the second q-year
guarantee period will be set at the current market rate at that time and will not be less than 3.00%. i The interest
rate will again increase by .15% each year. The minimum guaranteed interest rate in years 11 and: later is 3.00%.
** Amount available after deducting any applicable charges if you cancel your contract.
For further information about your PACESETTER annuity
contract, including interest rates, contact your sales
representative or call Annuity Operations.
ANNUITY OPERATIONS
Western-Southern Life Assurance Company
PO Box 2918
Cincinnati, Ohio 45201-2918
1-800-926-1702
Customer Service Hours:
Monday. Thursday, 8 a.m. to 6 p.m., Eastern Time
Friday, B a.m. to 5 p.m., Eastern Time
"lDRY0083" ?<I~
~
Western-Southern Life&l
Date: 04/01/2005
THE WILEY GROUP
ATTN JAN M. WILEY, ESQUIRE
FOR YORK SPRINGS UNITED METHODIST CHURCH
130 W. CHURCH STREET, STE 100
DILLSBURG PA 17019
Re: Contract Number W0020603770
Dear Ms. Wiley:
Please accept our condolences on the death of Mary Speck. We are here to serve during this
difficult time.
As a designated beneficiary, the church is entitled to receive payment on the Western-SoUthern
Life annuity referenced above. Payment of benefits under the contract is the obligation of, Find is
guaranteed by, Western-Southern Life Assurance Company, Cincinnati, Ohio. The following
settlement option is available:
· Lump Sum. You can receive your settlement in one installment. Any earnings on this
contract may be subject to tax. Western-Southern Life encourages you to seek tax or legal
advice before selecting this option. If you choose this option, Western-Southern Life wiill
automatically establish a Premier Account in your name. This interest-bearing account
provides you immediate, convenient access to your proceeds. See the enclosed brochure
for full details. Please sign the enclosed Account Authorization form and return it with the
claim form.
The enclosed claim form is for the use of the authorized signer(s) for the church in selecting a
settlement option. Please return the completed form, along with a certified copy of the de~th
certificate and an official notice that confirms who is authorized to sign on behalf of the church,
using the postage-paid envelope provided. Our goal is to serve your needs and we will
implement your selection as quickly as possible.
If you have questions or wish to discuss the option(s), a representative is ready to help yow.
Call toll-free at (800) 926-1702 Monday through Thursday, 8:00 a.m. to 6:00 p.m. Eas.ern
time and Friday, 8:00 a.m. to 5:00 p.m. Eastern time.
F021/FI-42-015-0406
Member Western & Southern Financial Group~
Annuity Operations Group. PO Box 2918 . Cincinnati, Ohio. 45201-2918
Phone (800) 926-1702 . Fax (513) 629-1799
-
\1111\'" "721 CO"
..... ~
cD ~ 0 0 <.0 toP (f) 0
..... 0 0 0 ..... .... ..... 0
<t 8 0 ci to cD cO t3
$ $ $ ...... .... "'"
cD 4. c-I. C't~ ..... 0
t- ... ...... c5 c5 ~
~(/) ~ $ .... (f) ~
.,. $ S
')-1- .0 '"
\ 'aJz 0 t- z....
u.l::>..... a:J
.a .S :a c5 47- - ....
3"'"
'0 .~ l- 0- ~$
~ c: (/) uJ - E
~ 'Z Glu.l~':1 a ~je.
Gl ~ (/)~o~
en ~ ~
t\l 0 Gl-Z..J
0- 0 ~~\!)~ c:
~ Gl
oO-~<) E
~ "'"
$ Gl \C) 0
~ 0 0
.I ~ C\I
') '0
~ c: <5 \!) .....
i 0 (f)
..J 0 C"') 0 Q;
-l --- <Il c-I ~
- ? -c CL) -% 0
'""*'I e c5 0
::1 t- \!) Gl C") ci
4. C\I <Il S ::J (l)
-, ~ -c .., :::< 0
0 --- ~ g .....
.a $ <Il <Il - <Il
~ 0 (l) III ~ (I) 0 0 <Il
~ 0 ~ ~ .S E ell "6 "6 :a
C"l C :) <Il <0 '::>
~ Q 0 ~ ,:II. 0 ..a E <) <Il <Il c: ~
II) Z CL) cO cO ~
C") II- ~ Gl ~ till ::J %Jg
0- <Il (I)
~ Gl ~ ~\= (:) ~ ~ ca .2 .2 ~~
c: ,.. '*tU
~ S 0 <Il > cO cO )(
- - 00 -c 0- C?4:
V'} ..., 0- 0 -0 .... ::> ::>
. t- .~..... ~ t- (I) tU <i5 e -c -c - 3~
V'} "iU..J liS $
~ {) ._ ..J (f) Gl..... %. .s:: ::J '::> ~
C'\$ (/)~ ... .'>- -0 0 ~4:
Gl ou.lc-l ~ <i5 "'6 0 0
c: 4. C::x:o ~N 0 ::> ~ u 0 0 t- ~:E
~ \1)47-<.0 ~ .s:: c: ;! ~ ~
,..) ~ t- c: . E~ ..... 0 <Il <Il III
..., ._ ~ <.0 II) "'a> "'a>
%. u-o..... o' I/) () .s:: ~ ro % en
....0 Gl <Il <Il <Il "'6
0 "'coc-l 1/)0 0 () cO :!J. <Il en
~u.lr-: ~cD ~ <). <( l- I- till
{) ~Dt: 0':- till l-
tJ1
Z
~
Vl ~
~\t ~
v. 0
~o-:T
.,-- ~r- ~
, \ ~ ~ .
-"""'?-:R . S
E .-
~ co ~
f'\ 0 'S
~ .0
~ ~...J
-'f.'
~'" .'
. #C
~.~
~~~
~~
%.
o
-
t-
till
$
a:
o
u.
%.
-
a:
o
t-
en
III
,..
%.
-
c:
cO
.... 0.....
'::> o.z
2 <i5.!!l
~ ~ ~
o -00>
~~ ~_<Il
enO- .....7;
.~ ... .9- E
.~ ~ 9).$
en.....- ...
c:"" c: '::>
oo;5g..
%:5-c"'a>
(\):; cO (I)
;;;-::"5E
,~'(j) ~ ~
'*tU:S 0 .....
.s::...<)o..
.~ .g (G (i)
.';.:;"*iii'o.s:: -d
... l~: <Il c: 0 c:
co cO :::> cO.... 0
"" -0 ..s ,~ a a'>
Q.:z . u- o..P
=oE~""-o
~:5.~<Il~a
...p~EEQ)
'& 7'~ "*iii"*iii en
:lIIQ).~(I)Gl(l)
c'~~ ~~::g
_ ~ ~ _'_ c
'a
v
"'t
.
.
c.
v
..
'2
\J.
<J~
~\...
fJ\'~
%
~.
...\
~
~
E
5
c-I
~
.....
I
0>
.....
o
~ 'en ';:
~ ~:I: '"
S ~~O-
% 0-:::><'
~ (/):I: ~
47-<) as
i >- '3: (/)
!e ~oj
~ :E~i5
c;~l3
'~'f ~tJ
!~~~t
~WE.~~
-:~u:;a
go'fV\;
~ ~ ~~ ~
~~!~E
c: t).- e
.e.;~~"5
%.'15 0. .. v
e~~~~
_V' t:O~ 1:! .
<l) .. r;
~\ ~~
<l) "6:
~ a~
.. e
~0 ~ a
~"'" a'~
~ .!Oli\
- "
.. ..
~ .s~
~ 0 ""
~';Z~'
~. *- ~.
.. -' .~
~
-
.~l\1jfi~~if!~l~X~~;\;~~~f~I!1~~\1~~~t~i~R~~l~I~~~~~~~~~l~i~~~~~'.~~~;.l~W~cr~~\~!!~}I~fw!\t;f;
~~)agr:~e:thiiuh9 a~.ov~mforlllatlon.andst~t~mel1t~)lretruean"l:or!ectto.th.e~.~stofJJ1Y (~ur) knowledgeandbehef an~ arelT1a~e ~Stt~e bas.ls of mv{oul
.I,.catlon. .I'(~e). certlfy~un~ei;penaltles ofpe~J~rv ~~at the.abov~s~clalsecunty number(s) IS corre7[ .' '. . . ,J.-:-':, <:;.', ' . , '. '. ..' .
""i., C\', '\ - '~. \ '" (7) ., ,I~ L.. ,::hn. .~:" .....~ t'7 c A'-:-:Q
--,'\~ \' \.~ -e::"" ,:yq( . <: ,":;y ','. X;?7:l4;t, ./.~ '. .</..j;;6'0f~ . .' J -: ;:::J -U '--.J
nedat{City,State)' ;" '" . OwnerSignat e &Tltle (Annuitah(unless otherwise noted) Date" ..
. ....,...' . ......... " ......'..,z,,::::;.../'.'...e.. . .'
nt Owile{Signatunl & Tide' '. . ". Ann4itaiitSigri.~ture (if other than Owner) Date..
lht'sSignature< '.' J'Vi!:(..... .
ne & Address of Fir '\
te License 10 # (Required for FL)
~4-2'6-2005
. haat~s. cali!
tlement
1 et~: 1
It em
Hnf.:tR' S ~lUCTION
717--Lf.32-8i:::45
G!ty
Page:
.-,
c:.
ESTATE OF MARY SPECK
DeSCTiption
Pt-. i ce
-------------------.----------.--.----.--------------_______.__________._M..________________.________
Total
. haa'r~s. co iii
Bo x lot
Ma t i;) 1'-' i a 1
Box lot
BCl>( lot
Snm'-Jmen
Box lots
Staple gun
Tub dishE~s
T1'~ay lot
Box cookbool-<s
Tl"ay 1 at
Di.she';
8t at ue
Tr'ay lot
Pans
Pi.llow';
ItE'flls:
r.-,
CiL:.
r=lmount:
Commission at 25.12100%
-;. 1:'- c:- r
...:,...J. -.JCI
Less adjustments:
Net due to seller:
I-IAAR' 8 AUCTION
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1. 00
0. SIl100
0.7500
2. 121 III
5. 1.~0
3. 0fZ!
1. 00
4. 0lZl
Ill. 2500
1. 121 III
2.50
If. 01Z1
7.0121
7.00
3u50
1 . ~.50
142.25
--35. 56
10E,.69
71 7--/1.3;~--8;:::,!j.6
!: 1~_ll.-i~3-o;::~er05
haa'r~s. COlli
: I ement
. E! t~ ~ 1
ha.3.r"'5. com
Item
Co m m*l:
LI'n
Hf-1AH'!:; nUCTION
ESTATE OF MARY SPECK
CARLISLE PA 17013
DesCt~iption
Box lot
Bo;{ lot
Bo x I at
Box lot:
Box lot
Box lot
Box lot
Box lot
Bc)}( lot
Rate
Items
;:::5. 0001Z1
10.0000
r.:-f"7,'-',
...J :"'1::,
59.3
(~omITI
It
Lj.
I.
'1'
I.,.
'::'r
LI'
It
L,.
Itt~ms: ~593
Total
1
35, 5f;..E,. 75
7,900. OIl)
lt3, 55E,. 75
71 -, --.1+3~:::-"8(::L:.E.
8'ag (;! :
11.,.
Pl'-'ice
Total
(~t Y
1 C" 1210
"..0) u
Lt. . 1:'-,"11 "] 13. ~3fZI
...)il..i ~J
5~~ I. 1'1-. 00
...J. ~~
.~ 0e~ .-, 6. 1210
~. c:.
1 -:.. 00
.....
i. 00 .::' 2. 00
l.-
I 1- 00
1 < QK~
J. .
1 1- 00
Amount : I ..~ 566" -'C..
..,....:, , { ...:J
COrlll1l$
8, 91fj. S':;l
7':30. ';~0
9,706.S9
Less adjustments:
-9,705,,69
Net due to seller:
33,880.05
HAi=lR'S AUCTlm.j
717'''432'-8c~46
r
vi
I
CENTRAL PENNSYLVANIA CONFERENC'E
THE UNITED METHODIST CHURCH
303 MULBERRY DRIVE / P.O. BOX 2053/ MECHANICSBURG, PA 17055-2053/ TELEPHONE (717) 766-5275
March 29,2005
The Wiley Group
Attorneys at Law
130 W. Church Street, Suitel00
Dillsburg P A 17019
Attention: Jan M. Wiley, Esquire
Re: Estate of Mary A. Speck
Dear Attorney Wiley:
This letter is in reference to your request to provide you with the value of the certificates
owned by Mary A. Speck at the time of her death, January 17, 2005.
The certificates were valued at Twenty ThousandDollars ($20,000.00) and the interest
that had accrued on them from November 1,2004 to January 17,2005 was $235.78. The
investment account was opened with the first certificate which was dated June 26, 1986.
If you care to redeem these certificates you will need to return the original certificates,
and we can then process a check for you. .
If you need additional information please feel free to contact me.
Sincerely,
~~1Av.~
(Mrs.) Zedna M. Haverstock
TREASURER-COMP::FR0tI::ER:
Enclosure: Check
.',. '':_"0 ,,;,__;__,,'~""__'_T._,~",._ '__'. "'.'r, ,_"^,-,"_.~~.s.~~,"~.....-"",_..-;....._..._.",.".,,, _r_..'." -._'. .,._ ," ."._,.."". .,-.... _~. ",. .""". ..-r_c.,.-" -~...~- ,.".Co ',- .-~.~,' '." ". .,
COUNCIL ON FINANCE AND ADMINISTRATION
o PNCBAN<
./
March 18, 2005
Jan Wiley
130 W Church St. Suite 100
Dillsburg, PA 17019
scp
RE: Estate of Mary A Speck (Deceased)
SSN: 176-26-1712
DOD: 01-17-2005
Dear Ms. Wiley:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Savings Account
Account #5003965353
Established 09-09-2002
MARY A SPECK
DOD balance: $15,195.51 + $7.96 accrued interest
The decedent maintained Investment Account #78694181, for further information please
call 1-800-762-6111.
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank brancp.
office.
Sincerely,
~~ ;(-~
Erica L Schlegel
1-800-762-1775
P7-PFSC-04-F
500 First Ave.
Pittsburgh P A 15219
Member FDIC
. . " " .
. . ". .' .
...~.....":AD.....".".i.i............~.. .....C......... otJNrr....................... ...............
. '.'...' .. ,,' . ..... .-...... "',:. ...c...-'.....'.:.: ,- ....-,.. . .'.:. " .. ',.. .: .
NATIONALBANK.
March 29,2005
The Wiley Group
Attorneys at Law
Attention: Jan Wiley
130 W Church Street..Suite 100
Dillsburg, PA 17019
Re: Estate of Mary A.. Speck
Dear SirlMadam:
The followiJlg information is.qeing provided as per your request:
Acct. Type Account Account Accrued Owriership Date Date.J oint
No. Principal on InteresJ to Account
D.O.D. D.O.D. Opened
C.D. 149051 $10,000.00 $15.31 Individual 8-20-99 N/Ai
Inquiri~s concerning ACNB Corporation stock information should be directed to the Registrar and rrransfer
COIIlP~y at .1-800-3 68..59~~:If you need anyad4N()nal information, please contact me at (717)3l8-2171.
Sincerely,
~.~.ri ~.
Lois Kime
Deposit Services
., -," . '~'-~"- -; ... ~'_-"-. : ~. .
:... ~'..'~~ ~v""'-'."i' .,~;
'. .' .'". ~,,'. ..-. " - .,,-: ~ ."., .-.
~ i
li ,-., :'.,i
_s'-.:. \
+: CITIZENS BANK
525 William Penn Place
Suite 153 12510
Pittsburgh, PA :5219
/
April 18, 2005
THE WILEY GROUP
130 W CHURCH STREET SUITE 100
DILLSBURG, PA 17019
Estate of MARY A SPECK
Date of Death: Jan 17, 2005
SSN: 176-26-1712
Dear Sir/Madam:
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call 1-888-999-6884.
~~~
ame1a M Lewis
Operations Services
I
" .
.
.~ CITIZENS BANK
Account Number 6100747271
Account Title MARY A SPECK
Date Opened 6/6/1966
Account Type Checking
Principal Balance as ofDOD $8415.45
Interest from Last Posting to DOD $.00
Account Balance as of DOD $8415.45
YTD Interest to DOD $.00
I
.. .
.
I
.~ CITIZENS BANK
Account Number 6101199065
Account Title MARY A SPECK
Date Opened 3/1/2002
Account Type Checking
Principal Balance as ofDOD $11937.82
Interest from Last Posting to DOD $ .00
Account Balance as of DOD $11937.82
YTD Interest to DOD $ .00
. 11
. . I
I
i
..... CITIZENS BANK
f..
Account Number 6140755883
Account Title MARY A SPECK
Date Opened 1/21/2000
Account Type Savings
Principal Balance as of DaD $30000.00
Interest from Last Posting to DaD $90.30
Account Balance as of DaD $30090.30
YTD Interest to DaD $.00
l
I
., "
.
.: CITIZENS BANK
Account Number 6140780209
Account Title MARY A SPECK
Date Opened 10/24/2000
Account Type Savings
Principal Balance as ofDOD $10000.00
Interest from Last Posting to DOD $25.26
Account Balance as of DOD $10025.26
YTD Interest to DOD $.00
~
4'
-.L....A.-'-......ooooooaooo
l\,)M-.LOCDCXl~mc.n~(...)I\)-""""
~--------.....-----------------
u.JF\.:)I\:JN lUlU I'\)NNNNI\>I\) 0
O(.oJ~Ol~<.nWmOlW(1'1(Jl(...)"'"
000000'6000'0000
-1>--1>--1>--1>--1>--1>--1>--1>--1>--1>--1>--1>--1>-.1:0
00000000000000
[[[[[[[[[[[[["g
OJ OJ cD cD cD cD cD cD cD cD cD cD cD 2.
OJ OJ OJ OJ OJ OJ OJ OJ OJ OJ OJ OJ OJ ::r
a. a. a. a. a. a. a. a. a. a. a. a. a.CQ
OOOOOOOOOOOOOUl
1>l1>l1>l1>l1>lll>1>l1>l1>lll>1>l1>l1ll;:r
(f) (/) (JJ (/) l/) (I) (J) (JJ (fJ (J) (I) (J) (J) Q)
:::r:::r:::r:::r:::r:r:::r:::r:::r:::r:::r:::r:::riil
tll
Dl
m
::r
2
ffiffiffiffiffiffiffiffiffiffiffiffi
~..........a."""""""'........-"-".........................a.-4
f'\)l\)w.......l\)w.......~I\)I\)OI'\)O
Q in to u, Co ~.) N W Co W :....... 0 W
~I'\JOc..J.......-.ltnCD<OO1~(oO::J
ffiffiffiffiffiffiffiffiffiffiffiffi
'f;fl...........a.....&.............................-.-.......-.........
f\.)f\.)(a).......f\.}(...)-..J=l..Nr\JOl\JO
oin(Otn(oruiuwCnw~ow
~NOW"""""""'U1(o(oOl~WOJ
-1>--1>--1>--1>--1>--1>--1>--1>--1>--1>--1>--1>--1>--1>-
00000000000000
01 Ol 01 01 0101 0101 01 U'1 01c.n0lU'1
in in in in in in in in in in in in in a.
wwwwwwwwc.uwwww(,r)
UlO1Ul(J"l<T1U'1OlO'lU"lU1(J'1OlOlU1
C
I>>
-
'"
c
cD
'"
(')
...
~.
o'
::r
>G)
3(3
011I
S::III
a
"Ul
:J. :r
(') Dl
<D iil
"z
s::s::
~3
~g
III ...
<D 0
c.-
oUl
...;:r
Ull>>
oiil
ii:1II
Ul
I>>
-liii"
~ III
",0
1Il;:r
:E~
;:;'2
;:r",
;:rDl
~::r
c.e:
o
...
-I
o
oS"
::e-
::rUl
",::I'
c.Dl
iil
III
n
-
<'
:;:
'<
:::::~:>:.'
-:.:;;:1.
::A,).
':;:,:,::0
::::~ ..
:::,::::0-::::;
,::):!(}
:;;g<:
::fa::
<2f
:0
:0
(0)
~.....'
so,::::
:Z:::,:,
~:,}
..:t/t::.:
,.g.,:
:::-:@>::.
:~:::
:::::<::::::
:-:.::.):io:
-::::\X
.:-:,,;,:-:-:-:.:.:.
:,)>}
:::;::::-0.:
:'1"
!:~
::~:::
: g""
<~rf
o
I>l
"0
~
G)
ll>
'S'
!'!
o
llJ
1II
:::r
".
~~.:...
c:"1:J"
=:. -t
~::
:::r(l)
3a
e: ~.::::<
~ \>-:::
~
>
3
o
s::
a
s: -< -<
> 0
:0 ~ 0
-< en c:
> en """
en z )>
"'0 ===1 (')
m Z (')
0 :*!' 0
^
0 c:
z ::I
." -
r= en
m
c:
3
3
~
~
:t:f,,}:
::::<':::::,:,::
:!~::!
o
f\)
m
!~t
~~r:
b
o
,::n::}:
:-:.DLr.:::'
I~
~ :::ii'~-:
b
o
...~.~....
?~y~?
~ :~~
o
o
."
W~
~ Jf:~
~ :~~~>>s<
(Jl
::::::::::"-f"
::::::;;:::-g":::
~.~r:
w
(Jl
~ (~~
-fFi'
C4
"'oj
en
".J
ro
~.
~r~
:i;;~r[<
:.~.<.
:!..~
'0
.'
".'.
':0-.,
'.
O(/)=:::;; --I )> "'0"'0-0
o c -',< O::r =r' ...,
a:g g. 0 """ -. =Oe:
-(IJ (") l1l' a.
0.. rom
:::!'-:r C ::r _. (1)O:::l
["S. _ ~ (1)(IJ 0 i5"X~
_::::J (I) (0 "0'< =rCOJll
::s -, (.) -
-.(Q ... (1)0 J>>......s:
o_;~
::::J::r _::::J ::!.C: U> "'OOe:
-. (I) :IJ- 0""" 0 )> .....
e:
3.-(I):IJ Q."tJ - CD Jll
0:IJ<> (..""1 -. ...... TI
...en(l)~ D)C: C. 0
3=:::::J0 ::IQ. ...... c
Q) Co :::l
IlJ _.c 0 c:(1) U) a.
::=. g. (I) 0 ~3. ..... . ...... en
o en C ~ iii' CD 0 (1)
::::J- ::::J <
_::r~_ C. 0'
.0 (I) < ::r :'"~ (1)
... ..... -. 0 0 CIl
'< ~o_ I\)l: r
(l)e. o- r
0 W_(I) OC: < ()
C .....-... .I:loe!. CD
... :IJ-
IlJ ~ en (I) -11 ~
0 0.......1lJ Oc: <
0 0"'0
0 O(l)::r 0::1 -.
C 5(Q,< (1)Q. CD
::::J -E.(I) (')en :E
:-+ 0"1lJ1lJ (1)_
~ ::=.-... 3D) 0
mO -. 0"-
::::J ::::J ::::J (1)(1)
o -(/) IlJ "",,3 -oft
(I) =: g w(1) -<
...L::I
~(I)O - 0
::::J=:... I\)
e. e. r:::
::1lJ 0
-::::J 0 ~
0"(') .I:lo
(1)(1) -
::s
<
CD
U>
.....
3
CD
::s
.....
U>
""'d
....,
O......s:::s::: ~
.;x:. 0 )> Jll
:0:0:0=
C6-<S' a
- ~ G) ;x:. .. """,.
mm(J) ~
"~,, ..-
;x:.)>m 4~
-<0
~o^
0:0
......
w t-:fj
I
--.j """,.
m =
......
~ ~
='
n
.... .
~
..-
-
'1J
I>>
co
'"
2-
.1:0
'CLIENT CONFIRIVIATION
Prudential Mutual Fund Services LLC
P.O. Box 8310
Philadelphia, PA 19101-8310
Prudential ~ Fi ancial
Account Number: 028089687 tJ
Page 1 of 2 .
JAN M WILEY EXEC
EST OF MARY A SPECK
130 W CHURCH STREET SUITE 100
DILLSBURG PA 17019-1232
I.. .111. . .111. ... . .111.1.....11..1.1..11...1.111...11... .1..11
We confirm your Mutual Fund activity on 06/0112005 for the following:
len Governmenllncome CI A
d #: 0084/ NASDAQ: PGVAX
REDEMPTION THRU DEALER
Ala OS/27/2005
DIVIDEND CLOSE OUT-CASH
.( $3,687.22)
$9;09
( 405.635)
0.000.
$2.78
$0.00
0.000
0.000
Ie we make every attempt to ensure that your confirmation Is accurate, errors may Inadvertently occur. Please review your confinltatlon
'oughly and contact us if you find any Information you believe to be inaccurate. If we do not hear from you in 30 days, we will ass~e that all
rmatlon Is correct.
,ntial Mutual Fund Services LLC strives for quality processing. Was this transaction executed to your satisfaction? Please call our loll-free Customer
::e number: (800) 778-5970. Please refer to the last page for additional information. Retain this copy for your records.
)MAS
Dryden Government Income CI A Fund #: 0084/ NASDAQ: tGV AX
........................... ...
~pf~$Wt~tW~NJ&~
................................
...................................................................... ...............
<>>::ltii:r:jtstNfAtrv)t::f!iii'fdRMAfxbN::::::::::::::::::::::: .. . ..
.;.;.::::::::;:::::::::::::::::::::::::\~{<~}<}}<}}jt~ii:~~~~:~N~~t~::::::~:..::~:::~:::~:::::::~:~:::~:~:::::::::..::::~:~<:~<<::::::>:.'
unt Owner(s-,
.f WILEY EXEC
)F MARYA SPECK
Additional Investment Form
8
'"
~
..,
o
o
o
o
..,
~
..,
~
"'ll
2
~
~
o
;:
..,
o
..,
o
<II
'"
~
~
Please use this fonn to make additional invesbnents to your mutual fund accolUlt( s). Please indicat~ the dollar
amolUlt you wish to invest on the line below, next to your fund/class. List the total amolUlt of your investment
and make your check payable to Prudential Mutual FlUlds.
Ir Account Number L'J: 02808968713
1................... .....................................................
........................
....... ............... .....................
.............. .... ............... .................
................. ....................
t~:~~r~~~~ij~6~rA#~~~ij~fgg~~f~g~~: .. :~:~:}FUhtt:}~:}>~{/{{{<<:: ..
:: :......:... .::;::::::://):::::::::::=:::::::::::::::::::::=::.:.:::.:.'::':':::::::~:@~b.~t:::::::::::::::}}}}:/:'. .. ...
~~~~~~~~T INC CL A ........I~~~~T$. ..... ....... ... .,
z
~
z
z
z
Total Investment
1$
280896871380084000000000000000000003701
jan M. Wiley
David j. Lenox
Timothy j. Colgan
Christopher j. Marzzacco
david E. Hershey
Bradley A. Winnick
T~omas M. Clark
Ari D. Weitzman
THE WILEY GROUP
Attorneys at La~
Wiley, Lenox, Colgan & Marzzacco, P.c.
September 12,2005
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
r~.")
~ ' j
. "
~ ,II
I'
--f.
c+
-'. -I
_.
Dear Register: . -;.t
Enclosed for filing please find an Inventory, the inheritance tax return in duplicate, and the ~~atus
report with regard to the above captioned estate. Also enclosed is a check in the amount of J
$541.21 representing the tax due, and a check in the amount of $30.00 representing the filin, fee.
Please return the recording receipts to my attention in the enclosed envelope.
In Re: Estate of Mary A. Speck, deceased
File Number 21-05-00198
Thank you for your cooperation.
Sincerely,
~dfelter! Ass stant
Idg
encl.
130 W. Church Street, Suite 100 · Dillsburg, PA 17019 · Phone: (717) 432-9666 . (800) 682-4250 . Fax: (7P) 432-0426
Offices in Harrisburg · York · Carbondale
www.wileygrouplaw.com
I
COMMONWEALTH OF PENNSYLVANIA REV-116 EX111-961
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 00 )893
WILEY JAN M
130 WEST CHURCH STREET
DILLSBURG, PA 17019
ACN
ASSESSMENT AMOU \IT
CONTROL
NUMBER
__nun fold ---------- --------
101 I $541. 21
ESTATE INFORMATION: SSN: 176-26-1712 I
FILE NUMBER: 2105-0198 I
DECEDENT NAME: SPECK MARY A I
DA TE OF PAYMENT: 10/13/2005 I
POSTMARK DATE: 10/1 2/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 01/17/2005 I
I
TOTAL AMOUNT PAID: $541. 21
REMARKS:
CHECK#139
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBA JGH
REGISTER OF WILLS
REGISTER OF WILLS
,
I
1
County, Pennsy1vanlia
i
QI i
M-05-001'_~__
01/17/20 5
176-26-1 12
Register of Wills of
Cumberland
INVENTORY
Estate of
No.
Date of Death
Mary A. Speck
also known as
, Deceased
Social Security No.
Jan M. Wiley
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following In entory
include all of the personal assets wherever situate and all of tl1& real estate located in the Commonwealth of Pen sylvania
of said Decedent, that the valuation placed opposite each Item of said Inventory represents its fair value as of th date of
the Decedent's death, and that the 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 In entory
are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. .
Section 4904 relating to unsworn falsification to authorities.
Attorney:
Jan M. Wiley
/
Personal Repre*entative;
Signature: l' ~ ""-
J, Nf:Wiley
Signature: ,/
,
Signature: ( j
./
.u~
I.D. No.:
06298
Firm:
Wiley, Lenox, Colgan, & Marzzacco,
P.C.
Address:
Address: 130 W. Church St.
Dillsburg, PA 17019
T elel?hone: 717-432-5722
Telephone:
130 W. Church St
Dillsburg, PA 17019
717 -432-9666
Dated":
"'AT'---5 lO -{ I a~
Personal Property
Cash..................................................................... ..........................
M iscella neous Pro perty ............................. ........ ............................
Stocks/Listed ..................................................................................
Stocks/Closely Held.......................................:...~...........................
Bonds............... ..............................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
214,426.89
Total Personal Property.........................................
214,426.89
Total Real Property................................................
160,085.51
Total Personal and Real Property.........................
Total Out-of-State Real Property..........................
I
~
~
I
I
t
I
I
Ij'~"
~
I: '.
1_--
,....
-,
cr',
r
I
!
<Ie .'
."
1/( ..'
o ,
...;:r 1.1") ('1,\
I:",'" I::;) ~".
I" t;:;) C:,
\?... !:'~J t'.,-
,.".
Cy
C'
Ui;'
III I'.J
;.,f) '1'.....
LX)
n..
!I.I
,;., I:)
'::) :~!:
',!l~ () !,b
(:1 lrt ~;:~
;:: ~::( I :~)
~) II li::
CI I"" i:J
(1;. 1,1.1
,-i C);!'
'. :',
;:') III}:
f()
()
?
~
C) l'i") 1"\
1~) 'f.... (:)
'J) '1'- ~' h,
Ii""''- 1'.- ,;1-
--
~
~
:J 0
0
~ U
c.: <ll
. 'S ~
d~ X 0 Vl ~
0
o u . '"
c u a;~
... (j) III
~: ....IN ~ct
~C . ~ Vl
>-Ill ...c ~
~E ~~ U ::J
""..0
~~ ~; ::J <J1
..c _
U:=
III .0
OJ:) $
~ 0 0
~ U M
~
E
~ .
!
, .
I.
"\., !OT
.I..0I11
Q)
rn
;:j
o
..c
t::
;:j
o Q)
U ~
C;:j
~g~
~gQ)O
~U~~
~"'dO~
<O~'€~
;...., ~::s "-
Q) l-<Q) 0 Q)
..... U-
rn .0 rn
.5h E Q) ~
GJ ;:: :::; C\S
c.:::UOU
In the Court of Common Pleas of
Cumberland
County, Pennsylvania
INRE:
ORPHANS' COURT DIVISION
Estate of
Mary A. Speck
NO. 21-05-00198
Status Report Under Rule 6.12
Name of Decedent: Mary A. Speck
Date of Death: 1/17/2005
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
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 X
b. The separate Orphans' Court No. (if any) for the personal representative's account isi
c. Did the personal representative state an account informally to the parties in interest:
Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may
be filed with the Clerk of Orphans' Court and may be attached to this report.
Date:
/D -tl-OS
~. U
Signature
Name:
Addres .
Jan M. Wiley
130 W. Church St.
1-....'
,
, .;_~i
c.::;
c.-.,
Telephone:
Dillsburg, PA 17019
717-432-9666
Capacity:
Personal Representative
X Counsel for Personal Representative
Vi,;