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Home My WebLink About02-01-06 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BLACK ROBERT R 36 S HANOVER STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 201-18-6894 FILE NUMBER: 2105-0256 DECEDENT NAME: SWIGERT HELEN L DATE OF PAYMENT: 02/01/2006 POSTMARK DATE: 02/01/2006 COUNTY: CUMBERLAND DATE OF DEATH: 02/27/2005 NO. CD 006266 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $381.25 I I I I I I I I TOTAL AMOUNT PAID: $381.25 REMARKS: R BLACK ESQ CHECK# 116 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF HELEN L. SWIGERT,: DECEASED : ORPHANS' COURT DIVISION NO. 21-05-0256 FIRST AND FINAL ACCOUNT OF ROBERT R. BLACK, EXECUTOR OF THE ESTATE OF HELEN L. SWIGERT LATE OF SOUTH MIDDLETON TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: Letters Testamentary Granted: Letters Advertised: Sentinel- Cumberland Law Journal- Account Stated as Final February 27,2005 March 18, 2005 r-....,) i' .._, , " "," April 14, 21 and 28, 2005 April 22, 29 and May 6, 2005 - ; SUMMARY & INDEX (' (. PRINCIPAL PAGE Receipts 2 118,072.48 Conversions (Gain) or (Loss) 0.00 Less Disbursements 3&4 -36.378.23 Balance Before Distributions 81,694.25 Distributions to Beneficiaries 0.00 Principal Balance Remaining 81,694.25 INCOME Receipts 3 146.28 Less Disbursements - 0.00 Income Balance Remaining 146.28 COMBINED BALANCE REMAINING 81.840.53 PRINCIPAL RECEIPTS 2005 4/6 M & T Bank - proceeds - Certificate of Deposit #31003910675776 7,118.64 4/6 M & T Bank - proceeds - Certificate of Deposit #31003910650893 1,211.56 4/6 M & T Bank - Close checking account #960837 346.06 4/6 Bank of Landisburg - Close checking account #371-274-5 969.08 4/20 Sovereign Bank - Close checking account #1671009843 1,880.59 4/20 Sovereign Bank - proceeds - Certificate of Deposit #1675208811 604.69 4/20 Sprint - Refund 8.55 5/16 Van Kampen Fund - Redeem Shares & close account #40/417390 22,368.63 6/17 Dauphin Oil Co. - Refund 156.53 6/17 George J. Mallios - Down Payment - Real Estate - 119 Petersburg Road, Carlisle, P A 8,300.00 7/18 George J. Mallios - Net proceeds - Balance Sale of Real Estate - 119 Petersburg Road, Carlisle, P A 72,521.63 7/18 Steve McCrady - Auctioneer - Net proceeds - Sale of personal property 2,472.74 7/25 Nationwide Insurance Co. - Rebate - Homeowners Insurance 72.88 7/25 Nationwide Insurance Co. - Rebate - Auto Insurance 40.90 Total Principals Receipts 118,072.48 2 INCOME RECEIPTS 2005 4/6 VanKampen Fund - Dividend 4/6 Van Kampen Fund - Dividend Total Income Receipts 73.16 73.12 146.28 PRINCIPAL DISBURSEMENTS 2005 4/14 Kathleen Howath - Preparation of income tax 20.00 4/14 South Middleton Township Municipal Authority - Water/Sewer 99.00 4/14 Judy Campbell, T.C. - Real estate taxes 149.69 4/14 Dauphin Oil Co. - Fuel Oil 120.67 4/14 Ewing Bros. Funeral Home - Funeral Expense 199.00 4/14 PPL - Invoice 30.00 4/14 Perry Village - Nursing Home Care 4,243.87 4/14 Continuing Care R/X - Invoice 144.21 4/28 Orrstown Bank: - Bank: charge 10.00 5/9 PPL - Invoice 24.00 5/9 Rice Memorial Works - Lettering 95.00 5/9 Barrett Real Estate - Real Estate appraisal 275.00 5/16 PPL - Electric Service 20.16 5/16 Register of Wills - Agent - On Account - Pa. Inheritance Tax 9,500.00 3 5/23 Sovereign Bank - Return unearned Federal Retirement checks for March & April 6/21 Marlin Lear - Grass mowing for April to June 7/13 PPL - Electric Service 7/19 Steve McCrady - Auctioneer - Balance of Real Estate selling commission 7/22 Marlin Lear - Mowing grass - final bill 7/26 PPL - Invoice 11/23 Register of Wills, Agent - Balance, Pa. Inheritance Tax 11/23 Register of Wills - File Pa. Inheritance Tax Return 12/13 Register of Wills - Additional Probate Fee 2006 1/23 Register of Wills, Agent - Final Pa. Inheritance Tax 1/23 Pa. Dept. of Revenue - Form 41 - Income Tax RESERVED Robert R. Black, Esquire - Executor's Fee Landis & Black - Attorney's Fee Probate Costs Advanced: a. Register of Wills - Probate Will b. Register of Wills - Short Certificates c. Cumberland Law Journal- Advertise Letters d. The Sentinel - Advertise Letters Reserve for closing & filing Releases Total Principal Disbursements 4 $260.00 20.00 75.00 129.77 1,270.26 205.00 38.13 400.00 60.00 7.10 8,190.20 15.00 50.00 381.25 13.00 6,555.28 3,277.64 484.77 500.00 36,378.23 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF HELEN L. SWIGERT, : DECEASED : ORPHANS' COURT DIVISION NO. 21-05-0256 SCHEDULE OF PROPOSED DISTRIBUTION Combined Balance for Distribution Remaining as per First and Final Account 81.840.53 TO: Stephen C. Naylor 16,368.11 Susan H. Naylor 16,368.11 Sharon R. Thebes 16,368.11 Nancy L. Thebes 16,368.10 Robert M. Thebes 16.368.10 TOTAL BALANCE FOR DISTRIBUTION 81.840.53 ROBERT R. BLACK, Executor under the Last Will and Testament of HELEN L. SWIGERT, deceased, hereby declares under penalties of perjury that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that the first complete advertisement of the grant of letters was more than four months from the date the account was filed; that, to his knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. He understands that false statements herein made are subject to the penalties of 18 Pa. C.S.A. 4904 relating to unsworn falsification to authorities. r&ereJ Hbf 0Z.. Robert R. Black, Executor LAST WILL AND TESTAMENT OF HELEN L. SWIGERT 1, HELEN L. SWIGERT, of South Middleton Township, Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES FIRST: I direct the payment of my funeral expenses, including my gravemarker, as soon as may be convenient after my death. PAYMENT OF DEATH TAXES SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of administration of my estate. DISTRIBUTION OF RESIDUE THIRD: I give the rest of my estate, in equal shares, to my five nieces and nephews, namely, Stephen C. Naylor, Susan H. Naylor, Sharon R. Thebes, Nancy L. Thebes, and Robert M. Thebes, or the survivors thereof PROTECTION OF BENEFICIARIES (Spendthrift Provision) FOURTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. Provided, however, any beneficiary may assign any part or all of the beneficiary's interest in my estate to anyone or more of my descendants or to anyone or more of the beneficiary's descendants. POWERS OF EXECUTOR G:> FlJrI'H: I confer upon my executor the right to sell or otherwise convert any real or pe~Sbnal PI:OR~ttY at public or private sale, at such time or times, in such manner, and for such pd~ or prl~s,.. and on such terms and conditions as my executor shall determine, and to execute ana:deliy~gOod and sufficient conveyances, assignments and transfers of the property, without liability ()f ~Y'Purchaser for the application of any consideration; to borrow money and to secure ;j.Lt9 initials its payment by mortgage of real or personal property, pledge of investments, or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so-called "legal investments"; to make distribution in cash or in kind; to allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. APPOINTMENT OF EXECUTOR SIXTH: I appoint Robert R. Black, Executor of my will. WAIVER OF BOND SEVENTH: I direct that no fiduciary hereunder shall be required to furnish bond in any jurisdiction, and if any bond is necessary, no surety shall be required. INTERCHANGEABILITY OF LANGUAGE EIGHTH: Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter, the feminine may be read to include the masculine and neuter, and the neuter may be read to include the masculine and feminine. BEADINGS NINTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. ?"1'1,.Iff '{' I have signed this will this k- ~ day of /)fr.JaM fStJe.., 2004. 'II//~ :/./7L3 elen L. Swigert Jl~~ Wi ess '-}fA; / ~)Ic--,- ~ ,-vUU11 .:: - / ./!..--;?j , \./ Witness ACKNOWLEDGMENT and AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) We, Helen L. Swigert, the Testatrix in and the undersigned witnesses to the will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that I, the Testatrix, do hereby acknowledge that I signed the instrument as my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her will, that she signed it willingly and 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 a witness and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. 1~ ,t:dA' f Helen L. Swigert, T"2;;; (MeJJ ~ Witness L-n , - /" U~~l Witness r-J - ~. . J /./1~ '..,.t l) ~l~reVBIi~;n'i iJ"f PElIil\"" ).."V .....;-.:~J. NoIaIfaI Seal Susan K. Guyer, Nolary PublIc CafIsIe Boro. CtRlbedand County My Commissicn ExpIres Sept. 4,2007 Member. Pilnnsylvanla Association Of Notaries );'> ~~9:1.~3.~; Q ;~~$;':J:~j I n H :"i: <:;. 0 'C' ~ 01 t;; :; ;:s I Z ~i. i.!.~~.~~ hj t>:I ~ Ul ~ () .. '}: fl. .=' r,;: 0 ~ \) ~ ~ ~ ,',). . n.... ~_ ,,~3st~3-o~-o~ :> ~.L Co1 . :;;), ~ 8 ~ ;c eM el .';;';.,~.~~, 2~~~ ~ ~ ~ r- '" l'""" ~ ~ ~ (:;; ~ > tll *;r8iS~glP ~ r- Z ~ J" c: ~" ""1-" ..., ~ "? 'fl.' ~~8:- ~~, ;g - 8 8 ." :c 0 hj ~ N '" :c c;:: ~ !it "! i;f' ~ H ..... ~~ ~ Z > 0 ::0 ~ <r?:f311'. >>" ~ I Z Z 9; ~,,~ 6 ~~~ 0 on 0 &l ." 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