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Home My WebLink About07-20-06 ..J 15056051047 REV.1500 EX (06-05) PA Department of Revenue '* Bureau otlndividual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisbur ,PA 17128.Q601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 04 13 2005 09 19 1940 Social Security Number Date of Death Date of Birth ~ Suffix lID OFFICIAL USE ONLY County Code Year File Number Mf Q (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix lID MI o THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Retum <::::) 2. Supplemental Return <::::) 3. R.~mainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c::> 4. Limited Estate <::::) c::> <::::) 4a. Future Interest Compromise (date of death after 12-12-82) <::::) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c::> 10. Spousal Poverty Credit (date of death c::> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number "., 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received -.L 8. Teltal Number of Safe Deposit Boxes - REGISTER OFWILLS USE ONLY C.: State EEl DATE FILED Correspondent's e-mail address: Under penalties of perjury, J declare that I have examined this retum. inCluding accompanying schedules and statements. ancj to the best of my knowledge and belief. it Is true, correct and complete. Declaration of preparer other than the personal representative Is based on all Information of which preparer has any knowledge, SIGNAi~~E C1f ;,E~S~~ RE~PON~E(~OR.FILlNf RETURN DATE .- ~LI-, I. (, .1-, 1.( 6..l.1' 7/11/06 ADDRESS ' \ -' > ..... 557 Go ~Center ,oad R y Idsville, PA 15851 UR~ OF PRE 1\R~R 0 HERjH NTATIVE D1\TE ~ 7/11/06 DuBois E USE ORIGINAL FORM ONLY Side 1 L 15056051047 15D56051047 --1 --I 15056052048 REV-1500 EX Decedenfs Social Security Number ~ Decedent's Nama: RECAPITULATION 1. Real estate (Schedule A). . . . . . . , . . . , . . , . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . 1. 7 9 0 0 0 0 0 2. Stocks and Bonds (Schedule B) . . . . . . , . . . . . . . . . , . , . . . . . , . . . , . . , . . . . , . , 2. 0 0 0 3. Closely Held Corporation, Partnership or Sole~Proprietorshlp(Sched~le C) . . . . , 3. 0 0 0 . . .. . . 0 0 0 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) , . . . , . . . 5. 2 9 1 9 5 2 6. Jointly OWned Property (Schedule F) c::) Separate Billing Requested . . . . . . , 6. 0 0 0 7. Inter-Vivos Transfers & Miscellaneous Non-ProbateProperly (Schedule G) c::) Separate BIlling Requested. . . . . . . . 7. .,~ 3 1 0 1 2 3. 8. Total Gross Asseta (total Lines 1-7). . . . . . . . . . . . . . . . . . . . , . . , . . . '. . . . . . . . . 8. 9 5 0 2 0 7 5 9. Funeral Expenses & Administrative 'Costs (Schedule H).. .. " . . . . . . . . . . . . . . . 9. 2 0 4 9 8 4 9 10. Debts of Decedent. 'Mortgage Liabilities, & Liens (Schedule I).. . . . . . . . . . . . . . . 10. 1 2 .., 3 2 0 8 6 ~ 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . " .. . .. . .. . . . . . . . . ,. 11. 1 4 3 8 1 9 3 5 12. Net Value of Estate (Line 8 minus Line 11) . . . .. .. . . . . .. .. .. .. . . . . . .. . . . . 12. 0 0 0 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 0 0 0 14. Net Value SubJectto.TilX (Line 12 minus Line 13) . . .. . . . .. , . " . . . . . . . . , . . 14. 0 0 0 TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X .0_ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 't.. 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " . . . . . . . . . . . 19. o 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN 'OVERPAYMENT c::> Side 2 L 15056052048 15056052048 ....J REV.1500 EX Page 3 Decedent's Complete Address: File Number DECEDENT'S NAME Margaret L. Bear STREET ADDRESS 24 Harmony Hall Drive -- I STATE I ZIP -- CITY Carlisle PA I 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 0 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits ( A + 8 + C ) (2) 0 3. Interest/Penalty if applicable D. Interest E. Penalty Tota/lnterest/Penalty ( D + E ) (3) 0 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5) (5A) (58) o A. Enter the interest on the tax due. o 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;.......................................................................................... 0 !XI b. retain the right to designate who shall use the property transferred or its Income; ............................................ 0 [KJ c. retain a reversionary interest; or.......................................................................................................................... 0 [X] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [Xl 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 lXJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 Q9 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [KI 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Jill 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 s three (3) percent [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 value of transfers to or for the use of the surviving spouse is zero (0) percent 72 P.S. 99116 (a) (1.1) (ii)J. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and ~ling a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: fhe tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an 3doptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 39116(a)(1.2)]. fhe tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 PS. S9116(1.2) [72 P.S. ~9116(a)(1)]. fhe tax rate imposed on the net value of transfers to or for the use of the decedent's siblings ;s twelve (12) percent [72 PS. 39116(a)(1.3)). A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rf::V-1502 EX+ (6-9* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGARET L. BEAR SCHEDULE A REAL ESTATE FILE NUMBER All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonablE! knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Residential real estate situated at 24 Harmony Hall Drive, Carlisle, PA 17013 (See copy of Appraisal attached) VALUE AT DATE OF DEATH 79,000.00 TOTAL (Also enter on line 1, Recapitulation) $ 79,000. 00 (If more space is needed, insert additional sheets of the same size) lHt Agency I\IlPralsal ~IIIVICes rile NO. lIOV\r.;:fUV rdYU IF'" UNIFORM RESIDENTIal AL REPORT Fu..__ 0500905 ESTIMATED SITE VAWE .............. . . . . . . . . . . . . . . = $ 30.000 Comments on Cost Approach (such as, source of cost estimate, site value, square ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: foot calculation and, for HUD, VA and FmHA, the estimated remaining economic D'Mllling 1292 Sq. Ft. @ $ 65.68 - $ 84859 life of the property): The YlIlue as per tile "Cost Approach" was Basement 850 Sq. Ft. @ $ 16.09 = 13677 calculated using tile .Marshall and Swift Residential Cost Handbook" :. Lump Sum Adjustments - 6225 as a Quide alona with local sources of Informatlon if needed. Lot YlIlue . GaragelCarport ~ Sq. Ft.@$=1047601wasdeterminedbycomparingareasales,countyassessmentrecords - Total Estimated Cost-New . . . . . . . . . . . = $ .~,. _ Less Physical Functional Extemal and consideration for utilities, Due to tile aae of tile suuiect 45% I 0 I 0 improvements, It is tile opinion of the appraiser tilat tills aooroach Depreciation 47142 0 0 - $ 47142 may not represent a true representation of Mar1<et Value. It is Depreciated Value of Improvements = $ 57619 estimated tilat tile remaininQ economic life of tile subiect orooertv "As-is" Value of Site Improvements ......... . . . . . . . . . . = $ woukI be a 25-30 years (m/l). .IDlCA1Q VAWE BY COlT APPROACH ............... = $ 87,619 ITEII I SUBJECT COMPARABlE 10. 1 COIIPARABlE 10. 2 COMPARABlE 10. 3 24 Harmony Haft Drive 40 Feirview Street 92 Fairview Street 2n York Road Address Carlisle, Pa 17013 Carlisle, Pa. 17013 Carlisle, Pa. 17013 Carlisle Pa. 17013 Pmximitv to Subiect 1.7 MI SSE 2.2 MI SSE 1.7 MI SSW Sales Price $ N/A ....... 1$ 78,000 .......1 $ 60,000'" Price/Gross Liv. Area $ JZf $ 85.06 v1T $ 57.64 JZfI $ 71.30 Data and/or Inspection CPML & CCOt CPML & CCOi CPML & CCOt Verification Sources CCOi Drive-by Ext. Inspecti:ll1 DrivtHly Ext. Inspecfon DriYHly Ext. Insoect'on VALUEADJUSlMENTS DESCRIPTION DESCRIPTION +(-) Adiustment DESCRIPTION +(-) Adiustment DESCRIP110N +(-) Adjustment Sales or Financing . .'. .......................................... IRiA Conventional Conventional Concessions .,.......".\.INone Known None Known None Known Date of Sale/lime f' 09124{1OO4 06/29/2004 Location veraoe IAveraoe Averiloe Averilge L.easeholdlFee Simole fee 5imPIe fee SImple fee Simple fee Simple Site 0.28 aae (mIL) 10.89 acre (mil) -61000.17 acre (mil) 11000.13 acre (mtL) View Residential Residential Residential Residential/COmm. Desion and AoDeal 1.5 Story:AveraQe 1 Story:Average 3000 1 Story:AveraQe 3000 1.!5 Story:AveraQe Qualitv of Construction lIerage !Averilge !Average Average Aoe 55 vrs (m/ll 70 vrs.(m/Ll 50 vrs.(m/ll 55; vrs.(m/l) Condition Fair IAverilae -5000 Fair Average Above Grade Total I Bdnns I Baths Total I Bdrms I Baths lotall Bdnns I Baths "ltal I Bdrms I Baths _ Room Count 6 I 4 I 1.0 5 I 2 I 1.0 6 I 3 I 1.0 6 I 3 I 1.0 _ Gruss Livino Area 1292 SQ. Ft. 917 So. Ft 5625 1041 SQ. Ft. 3765 1150 SQ. Ft. _ Basement & Finished FuU Concrete Partial Concrete 1000 Partial Concrete 1000 Partial Conaete Rooms Below Grade None None None None : Functional Utilitv Falr/Averaae Averilae N/AFair/AveraQe N/AAveraoe - Heatino/Coolina AiA/Cenb1ll Air AiA/NO C.Air 1500 fHA/NO C.Air 1500 FHA/NO C.Air Enerav Efficient Items None observed None KnOlMl None Known None Known _ Garaoe!Caroort Off Street ParIdrIo Off Street ParIdrIo 1 Car AIL -1500 Off Street ParklnQ Porch, Patio, Deck, Porch/Porch Porch 1000 Pllrch/POl'dl Fm:h/POrch Firenlacelsl. etc. None None None None Fence Pool ell:. \Mlod Fence None observed None obseIVed None observed ElIIerfor RnIsh \/Inv1 Aluminum uminum Compo. Shingles Net. Adi. ltotal) ..) I !)(J + I-I - 1$ 1025 !)(J + r l - I $ 8865 !)(J + I l - 1$ Adjusted Sales Price ii ~~i)~.7$'!411 i*'>ic,;~~;~1 l.l: 13.S1'll.1 olCornnarable ......... ~fl.31"A!1$ ~$ $68865N: 1.38%1$ $83.130 Comments on Sales Comparison (including the subject pruperty's cornpatibility to the neighborhood, etc.). The comparable propertieS used in tilis analysis are in mv ooinlon tile best available at tile oresent. Comoarables havioo been SOld within more recent montils and in similar conditlon within dose oroximttV were not found. Ail comoarables used are relative in proximItY and simHar in nature, aae, aoorax. si2Ie and condition. Adiustments have been made to comoensate for differences in tile comoarable orooerties where necessary. A modest fioure of $15 0/ sa.It was used to calculate abolle ground finished living area in excess of 100 5O.It $10,000 p/aae or fracUon tilereof was used to calculate differences in situs, and closely to county assessed land YlIlues. No adiustment was used for individual rooms, but rati1er to OIIeI'iIII SQ. It 111'11 SUBJECT COIIPARABlE 10. 1 COIIPARABU 10. 2 COMPAIIABlJ! 10. 3 Date, Price and Data 03/10/1986 05/15/2003 12/08/1999 106/08/1987 Source for prior sales CCCH CCOi CCOi IcCOt within year of appraisal $48,000.00 $1.00 $1.00 $48,000.00 Analysis of any current agreement of sale, option, or iisting of the subject pruperty and analysis of any prior sales of subject and comparables within one year of the date of appraisal: Sublect Is not and was not IIslEd for sale, has not been IIslEd for sale within tile past 12 montils, and has not been transfened in tile past 3 years. Subiect and cormarables last transfemed ownership on tile dates abolle, & have not been resokI since tilen, to tile best of tills aptJl'aiser's knowledoe. IIDlCATED YAWE BY SALEI COIIPARlSOI APPROACH ............................................................... $ IIDlCATED YAWE BY II COIlE APPROACH (If Applicable) Estimated Market Rent $ N/A /Mo. x Gross Rent Multiplier N/A - $ The appraisal is made lZI"as is' 0 subject to the repairs, alterations, Inspections, or conditions listed below 0 subject to completion per plans and specffications. Conditions of Appraisal: See Text Addendum page... 1$ 82.000 efl 1500 -- -5000 2130 1000 N/A 1500 1130 79,000 N/A Final Reconciliation: SeeText Addendum page... _ The purpose 01 this appraisal is to estimate the mar1<etvalue of the real property that is the subject of this report, based on the above conditions and the certilication, conlingent and limiting condttlons, and market value definition that are stated in the attached Freddie Mac Form 439tfannie Mae Fonn 1004B (Bevised N/A _ I (WE) EmMATE THE IIARm VAWE, AI DEFilED, OF THE REAL PROPEm THAT II THE IUBJECT OF THII REPORt; AI OF May 27, 2005 lWHlCH II THE OATE OF IllPECnOl AID THE EFFEcnVE DATE OF THII REPORl) TO BE $ $79,000.00 APPRAIIE~) /;:0) ~~~ (OILY IF ~QUIRED): Sinnalure 7 i J- ( ;I ~______ ~ Name G.AiaiUr Calaman ( riiame .... . D oIeineman Dam Renort ~inned 06/03(ioo5 Datf1:<eOoifSianed 06/03/2005 I ~t:m. r.ertification /I Assistant to tile Certified Stale Slate Certification /I RHlOO569-L Or State License /I Real Estate Appraiser Slale Pa. Or State License /I ). IZI Did 0 Did Not Inspect Pruperty Freddie Mac Form 70 6.93 This form was '"produced by Unfted Systems Software Company (800) 969-8727 - Page 2 Stat. Pa. Stale Fannie Mae Form 1004 6-93 REV-1503 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGARET L. BEAR SCHEDULE B STOCKS & BONDS FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH None o TOTAL (Also enter on line 2, Recapitulation) $ 0 (If more space is needed, insert additional sheets of the same size) REV-1504 EX+ (1-97. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF MARGARET L. BEAR FILE NUMBER Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH None o TOTAL (Also enter on line 3, Recapitulation) $ o (If more space is needed, insert additional sheets of the same size) ~'W".,,'" '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGARET L. BEAR SCHEDULE D MORTGAGES & NOTES RECEIVABLE FILE NUMBER All property jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH o None TOTAL (Also enter on line 4, Recapitulation) $ 0 (If more space is needed, insert additional sheets of the same size) REV.'508 EX <11.a7) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATEOF MARGARET L. BEAR FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right (If survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 1984 Chevrolet SW (See Statement enclosed) o 2. Checking Account, Sovereign Bank, Account #1671012674 (See attachment) 828.18 3. CD/IRA Account, Sovereign Bank, Account #1678180173 (See attachment) 568.07 4. M&T Bank, Checking Account #1144367 348.27 5. Household goods, nominal 1,000.00 6. Cedar Chest, specifically devised & appraised 175.00 TOTAL (Also enter on line 5, Recapitulation) $ 2, 919 . 52 (If more space is needed, insert additional sheets of the same size) / " t"-,, . -J',or)1 ,t ,\, r. L r$)k\:'.J::(Jh." v lV" """..-L- r d..........+, !....:.,.._.,\k-.-.,.,..,. --ft:rc:~'c:..UC\~:u~ Q~>~.r ,.,.+k~, ,'S~;C\ L~~K=r "~^-,,--, \J \ 10 -ct- 2:d.(~.El"\,~L)~Ce-\,:~'!}c,\~;.-r\\e, "-, c hi C \ ~ \5> qOl...,wg" *0 ..J..J.;.qjJ'-ctL (;~.~ ~\":::'\Jc.::::d::n'lt~C r- crc~~~ -lliCH- .~.Q~LlJ~ of... 1\~~\ieti!~k \J) '" "Clinc:.,...' +() ~s...s. -.::vEl){)~'IJ.\.c~lll \0- ,:..;)1(1-o1-e \ \.:)StJC~T\\:.::0 . T\"\LS, "J~.n\c\e \,c;S t~e0c1\L~~c\ bl ~ l~ cs:..x:.t\\\~\ ." ,,' LL~.~l: T\Ci,() Cy\ tC)-"C,J)j(." ,i' .t~C" p ..c\\ \- l~c~( de...d tJ uT~J)T ,L\ YV\ 1\' t d \ C.) C\ j' \ C e~ )' ,.Jk)<,.tt:" 1'-..' s \v (:: ~.:x,c\ 7]: "t VC:.,-\\ )~'f.,~-':"''':-'''C') '~'3~"...'LC bC::).:}C '~10,"'''>~~bJC::~ :sLsf)('.....;S'~,\ l;.::QVL Q ,0. e~~be .C..QJt~$te:.teLL",... ......--'______ ,."._'" _____N.__~_.__~_M...'_.~...~,.~,."._.<.".,. ~/'~ ,,/" / '/'--(\,~ .-JE'\-\c.".\ec..U,CT c:(\jJl,..j" b<?:,d,..V)~,',..\ ((~; :::,g)~~CV ... (L~c LO 0" \1(\ c,'\k~ 'J J .............. ~"-.._w_~_"._~.-._..__.__.~_"""'~.<< .~_~. .. ~ ~"~ ~,,-~-~ -. ~ - <-- .~ -~._~ ~ _.~ <_.~-~.~-~--......__..-..---" . .~~-'- '--";'-~':':-.... '" \-~. \ "'c'-,-:~ (' cL \) .~ ~ ~},-: \. 'fI; . ..~~.' ......::> \ \C)j0~ . ~~~_f~:t=s".~T l0:~~i) rl c... ~.. D \..,: .. T l ,. c. ( G- -\- ':\. \ J'~ .9?:L.\.' p3Q'S, . ~1f~~~..\(I~pt, C \ ) o,~ LI c-e. t-";;; e.. (\ u\~..be.c, . .23.Ct3y Q2::S" ,.\ {j~ ~-n\I~19\{,,.. l~~DL> D~ ~ 07/22/2005 FRI 10:13 FAX ~ 003/003 Y1 ;; D V ~~~t \ Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Margaret L Bear e~'-34-",~'-- A ri113, 200S~) Type: Checking Open date: 8/31/1999 Account#: 1671012674 In the name of: M Louise Bear Date of Death Balance: Int.(YTD) from 1/112004 Accrued interest to date of death: Other Info: $828.13 3/18/2004 e) $2.19 to Account #: 1678180173 Type: CD/IRA In the name of: M Louise Bear Date of Death Balance: $568.02 Inl(YTD) from 1/1/2005 to 3/3112005 Accrued interest to date of death: ~J5/ Other Info: . Beneficiary: Estate of Margaret L Bear Open date: 8/5/1999 $0.27 Account#: N-6817098378 Type: Installment Loan Open date: 5/7/2004 In the name of: Jimmie L Howen or M Louise Bear Current Balance Due: $5,815.00 Int.(YTD) from to Accrued interest to date of death: Other Info: information to follow from our Consumer Finance Department Account #: N-6817582164 Type: Installment Loan Open date: 12/17/2004 In the name of: M Louise Bear or Doris M McConnell Current Balance Due: $53,712.00 Int.(YTD) from to Accrued interest to date of death: Other Info: information to follow from our Consumer Finance Departmellt Page 1 of 1 ~ M&TBank .r..r .r .r.L Jl J V .r. UVllVl.r..u J1\.1 .r.L I Please Send All (Date of D~ance Requests) Attorney Letters to: M&T BANK Records Management DE-MB-12 PO Box 900 Millsboro, DE 19966 Phone: (888) 502-4349 option 2, option 3 Fax: (302) 934-2955 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Law Offices David P King POBox 1016 23 Beaver Drive DuBois, PA 15801 Re: Estate of: Margaret L Bear Social Security: 183-34-8396 Date of Death: April 13. 2005 Dear Sir or Madam: Per your inquiry dated July 14,2005, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 1144367 Ownership (Names oj) Margaret L Bear* Opening Date 06/15/92 Closed 04/18/05 Balance on Date of Death $348.27 Total $ 0.00 --S}48:2i---7-----------------------------------------m----------------------- Accrued Interest 2. Type of Account IRA Account Number 035004200218615 Ownership (Names oj) Margaret L Bear * Robert D Howell, Beneficiary * Opening Date 03/28/99 Closed 04/27/05 Balance on Date of Death $13,069.69 Accrued Interest $ 31.54 Total $13,101.23 ,/ Account Number 11000161408010001 3. Type of Account Ownership (Names oj) Margaret L Bear * Opening Date 03/24/04 Balance on Date of Death $1,505.11** This amount is not to be used for payoff purposes. For a payoffba/ance,pleas,e call 1-800-724-2440. Current Balance $1,418.46 ** This amount is not a payoff balance. Please be advised, there was no safe deposit box found for the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the High Street Carlisle Office # 717-240-4536. Sincerely, ~/C:~f~ Nancy Clagett Records Management REV.'509 EX. (1-97) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGARET L. BEAR FILE NUMBER 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 RELA TrONSHIP TO DECEDENT A. N/ A B. c. JOINTLY-OWNED PROPERTY: LEITER DATE DESCRIPTION OF PROPERTY '10 OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF [lEA TH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'SINTERES 1. A. None TOTAL,(Also enter on line 6, Recapitulation) $ 0 .. (If more space IS needed, Insert additional sheets of the same size) ~'"'".,.." '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGARET L. BEAR SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR R8.ATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IIF APPliCABLE' NUMBER 1. IRA Account with M&T Bank $13,101.23 100% 0 $13,101. 23 11035004200218615 Robert D. Howell, Beneficiary TOTAL (Also enter on line 7, Recapitulation) $ 13,101.23 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12'99). COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ESTATE OF MARGARET L. BEAR Debts of decedent must be reported on Schedule I. ITEM I NUMBER DESCRIPTION A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home, Inc. B. 1. 4. AMOUNT 6,096.50 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Gloria Roush Social Security Number(s)/EIN Number of Personal Representa1ive(s) Street Address 557 Gospel Center Road City Reynoldsville Year(s) Commission Paid: 2006 4,750.00 Stale ~ Zip 15851 2. Attorney Fees David P. King, Esquire 5,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Doris McConnell 3,500.00 Street Address 24 Harmony Hall Road City Carlisle State~Zip 17013 Relationship of Claimant to Decedent Mother Probate Fees Register of Wills 144.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 8. 9. 10. Personal Property Appraisal, IBIS Appraisal Services House Appraisal, B-H Agency Appraisal Services Cumberland Legal Journal Sentinal, Legal Advert~sement 50.00 275.00 75.00 107.99 TOTAL (Also enter on line 9, Recapitulation) $ 20,498.49 (If more space is needed, insert addi1ional sheets of the same size) ~,;"".,,'" ~ Iffit:JIB COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGARET L. BEAR SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. Carlisle Hospital Lane Bryant Wal-Mart M&T Bank, Credit Card Account MBNA Credit Card Account 4313027073013648 MBNA Credit Card Account 5490997174074636 Central Penn Medical Group Carlisle Regional Medical Assoc. Carlisle Pathology Cumberland Goodwill Fire Rescue Carlisle Regional Medical Center Lanc HMA Physical Management Central Penn CV Nephrology Association, Inc. Central Penn Medical Group Emergency Carlisle Digestive Disease Assoc., Inc. Blue Mountain Anesthesia Assoc. Andorra Radiology Assoc. Carter LumberjGE Credit Card Cingular City Bank USA NA Real Estate Taxes Sprint Carlisle Propane Dauphine Oil Co. PPL Electric Utilities Middlesex Township Municipal Authority GE Money Bank Comcast Republic Waste Services Installment Loan, M&T Bank Installment Loan, Sovereign Bank Mortgage Loan, Sovereign Bank IRS Tax Obligations 370.00 32.97 3,817.89 66.43 15,628.42 640.73 411. 00 70.00 253.00 784.90 28,511.33 1,148.00 325.00 550.00 90.00 195.00 1,105.00 156.68 222.56 804.71 919.78 173.21 70.50 288.98 260.79 165.38 188.12 132. 70 78.96 1,505. 11 5,815.00 53,712.00 4,826.71 TOTAL (Also enter on line 10, Hecapitulation) $ 123, 320. 86 (If more space is needed, insert additional sheets of the same size) REV-1SI3 EX' (1-67) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGARET L. BEAR FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTR,IBUTIONS (include outright spousal distributions) 1. Gloria A. Roush Niece All but below 557 Gospel Center Road Reynoldsville, PA 15851 2. Helen Shulenberger Niece Hope Chest P. O. Box 53 $175.00 Newville, PA 17241 3. Doris McConnell Mother Life Estate 24 Harmony Hall Road Carlisle, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. None TOTAL OF PART n. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0 (If more space is needed, insert. additional sheets of the same size) LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 10 1 CARLISLE, PA 17013 WILL OF MARGARET L. BEAR I, Margaret L. Bear, of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and Codicils. f. I direct that aU my just debts, funeralexpenses, gravemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. 2. I direct that all inheritance, estate, transfer, succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. 3. I direct that my entire estate be distributed as follows: A. I wish to be buried in my lot at Westminster Memorial Garden Cemetery, Carlisle, Pennsylvania. Any unused burial lots shall to go back to Westminster Memorial Garden Cemetery; B. I leave my hope chest to Helen Shulenberger; C. I leave a life estate in my real estate at 24 Harmony Hall Drive, Carlisle, Cumberland County, Pennsylvania, to Doris McConneH; D. I leave the remainder of my estate to Gloria A. Roush. 4. I appoint Gloria A. Roush as Executrix of this my last will. 5. The Executrix of this Will shall have the power to distribute my estate in kind or in cash, or partly in either. 6. I direct that no Executrix acting under this Will shall be required to enter bond in any jurisdiction. IN wrrq~EoF, 1 have hereunto set my hand of , 2005. \) is,LLda~ )-J t\ Margaret L. Bear "Y- ) ~;111-!l-0 ti-Itcr L, 7! EtJf ) LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 The preceding instrument consisting of this and one other page was on the day and date hereof signed, published and declared by Margaret L. Bear, as and for her last Will in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. ~~~~~ WIT ESS WITNES I' LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ACKNOWLEDGMENT State of Pennsylvania ss County of Cumberland I, Margaret L. Bear, the testatrix, whose name is signed to the attached or foregoing instrument, havirigbeen duly qualified accordIng to law, do hereby acknowledge that I signed and executed the instrument as my last Will; that I signed it willingly and as my free and voluntary act for the purposes therein expressed. "r 41 M~~?t0~~~f ~\ JS~ --, Sworn to or affirmed(ld acknowled d efor e by Margaret L. Bear, the testatrix, this day of , 2005. ?~ Notary Ublic/Attorn~/ AFFIDAVIT NOTARIAL SEAL STEPHEN J. HOGG, NOTARY PUBLIC CARLISLE BORO. CUMBERLArm co. PA MY COMMISSION EXPIRES SEPTEMBER 3, 2005 .......~r State of Pennsylvania ss County of Cumberland we,f1~l't\l,J1J p /leTILct(and 0Af4" (TIhJ((I~ k. the witnesses whose names are signed to ~r foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness 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 18 or more years of age, of sound mind and under no constraint or undue influence. ~Q (J~- c~ 9 ~) subscribed to before me by witnesses, 005. Sworn to or affirm this I ( day of . NOTARIAL SEAL ST&PHEN J. HOGO, NOTARY PU8lJC CAJWILI BOP/O, CUM9liALAND co.. PA MY COMMIBlION IXPIRY sernMBaR 3, 200$