HomeMy WebLinkAbout94-00128
Estate o[ KATHRYN BODMER RISSINGER
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
d(-qtf-/~
No.
To:
Regisler of Wills for Ihe
Deceased. CounlY of Cumberland in Ihe
Social Security No. 181- 3 2- 4 4 6 0 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represems thaI:
Your petilione~), who i~~ 18 years of age or older an Ihe execuI or
in the last will of the above deeedent, dated June 23,
and codicil(s) dated none
~afed
,19__
(state relevant circumstances, e.g. renunciation, death of executor, CIC.)
Deeendent was domiciled at death in Cumberland County, Pennsylvania, with
II er last family or principal residence at 820 Lisburn Road. Camp Hill. PA 17011
(list streel, number and munclpality)
Deeendent, theq 83 years orage, died January 29, ,1994
at Commun1ty General Osteopath1c Hosp1ta1 .
Except as follows, deeedent did not marry, was not divorced and did not have a child born or adOPted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: none
Deeendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
V nlue of real estate ill Pennsylvania
situated as follows: none
$ 2,300.00
$
$
$
WHEREFORE, petitioner(s) respeclfully ~auet~ th'igrobate of the last will and codicil(s)
presenled herewith and the grant of letters s en ry
(testamentary; administration C.l.l.; administl'Ation d.b.n.c.\.I.)
theron.
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George K.B. Bodmer, -Jr.
6152 Sprinq Knoll Drive
Harrisburq. PA 17111
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 55
COUNTY OF CUMBERLAND
The petitioner(s) above.name;! swear(s) or affirm(s) that the statemems in Ihe foregoing petition are
Irue and correetlo Ihe best of Ihe knowledge and belief of pelitioner(s) and Ihat as personal represen.
lative(s) of the above decedenl pelitioner(s) will we~ll a d truly admini~er;? est e aeco g 10 law.
Sworn 10 or affirmed and subscribed 1 ____/...,. '"
before me Ihis day of ~ __ . .o-
f I~ ~ ~
7.1 ~
Y C. LEWIS ~
N ?1 - 94 - 128
o.
Estate of
KATHRYN BODMER RISSINGER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUAR Y 11, 19.J1.L, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated JUNE 23. 1992
described therein be admitted to probate and filed of record as the last will or
KATHRYN BDDMER RISSINGER
TESTAMENTARY
and Letters
are hereby granted to
GEDRGE K B. BDDMER. JR.
fb.
trJ'
Regisler of Wills
FEES
Probate, Letters, Etc. ........, $ 25.00
Short Certificates(3) . . . . . . .. .. $ 9.00
Renunciation ................ $
X-Pages $ 15.00
JCP TOTAL $ 5.00
. FEBRUARY 1~199454.lJ(j
Filed ...................................
MARY C. LEWIS
James G. Morgan, Jr. 06897
AlTORNEY (Sup. Cl, 1.0. No.)
111 N. Front St., P.O. Box 889
H"....isbllrq. PA 17108-0889
ADDRESS
(7171 234-4121
PHONE
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Mailed letters and order to executor on 2-11-94.
21 - 94 - 128
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I'l'EM IV. All federal, state and other death taxes, except
generation-skipping taxel3, payable on the property forming my gross
estate for tax purposes, whether or not it passes under this will,
shall be paid out of the principal of my probate estate just as if
they were my debts, and none of those taxes shall be charged
against any beneficiary.
ITEM V. I authorize my executor:
A. To retain and to invest in all forms of real and
personal property, including common trust funds operated by my
corporate executor or any affiliate of it, regardless of any
limitations imposed by law on investments by executors, or any
principle of law concerning investment diversification.
B. To compromise claims and to abandon any property
which, in my executor's opinion, is of little or no value;
C. To borrow from and to sell property to my
beneficiaries hereunder, and to pledge property as security for
repayment of any funds borrowed;
Page 2 of 5 Pages.
/ tf- /'irfJ'/1.
INHERrrANCE TAX RETURN
RESIDENT DECEDENT FILE NIIMIlER
(TO BE FILED IN DUPUCATE ril / - 9 tf
WITH REGISTER OF WILlS COUN1YCODE YEAR
DECEDEN'rS NAMI (LAST. 'IRST,AHD MIDDLE INlleAl>> DECEDENT'S COMPLETE ADDftlEU
Bodmer Rissinqer Kathryn H. 820 Lisburn Road
Camp Hill, PA 17011
,.
. .
"IY. UOOEr. .(I'''1lI1.
'.
. C~"'~P~~~W\\:f~.umIJ~'NI'
H"'RRISB6~g',~A '''Ii~o~o,
I
SOCIAl.SECURITYNUMDER
181-32-4460
I X 1. Or1gfnal Rotum
R f 0 4. Lln'/tod Estato
E 0
~ l i m.. Docodonl Diad Teslalo
I (Attach copy 01 WIll)
DATe OF DIRTH
02121/1910 CO"'V
SUpplomontal Rotum
Cumberland
o 4L Futuro Intorost Co"1lroorloo
(for dales 01 death anor 12-12-82)
o 7. Docedonl Maintained a UvIng Trull
(Attach a copy 01 Trult)
Os.
L',
I!SI!OtlDI!NCEtt;ND:CONF.lIlENTlAL'ir~INF.OR
j~~
N
3. Rorna/ndor Rotum
(for dates 01 dollh prfor 10 12-13.q
Fodoral Eatato Tax .
Rotum Roqulrod
Total Numbor of Salo Dopoalt Boxea
COMPLETE MAILING ADDRESS
Hepford, Swartz & Morgan
P.O. 80x 889
Harrisbur PA 17108-0889
(I) None
(2) None
~) None
(4) None
(~ 2.492.73
e
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(6)
(7)
None
7.537.33
1. Roal Estato (Schodulo A)
2. stocks and Bonds (Schodulo B)
3. CIoaoly Hold Stock/PlItnonIhIp Intoruot (Sehedulo C)
4. Mongagos and Noles RoooIvlblo (Sehodulo D)
6. Cash, Sank Doposlls & MloooIIanoous Parsonal Propot1\'
(Schodulo E)
6. Jolntly Ownod Propony (Schodulo F)
7. Transllll'l (Sehodulo O) (Schodulo L)
.. Total GrOSll Asaots (total lnos 1-7)
8. Funeral Expo~ Adtrlnbtratlvo Costs, MlscolIanoous
.Expanses (Schodulo H)
10. Dobts, Mortgage UsblII1Ios. Uens (Sehedulo I)
II. Total DoduCllons (total lnos 8 & 10)
12. NoI Valuo of Estato (lIno o mnuslno 11)
13. Chllftablo and Governmental Bequests (Schadulo J)
14. NoIVa/uoSUb 10 Tax no 12mnuallno 13)
IS. Amount ollno 14laxablolll 8% rato
(Includa values from Schodulo K or Schodulo M,)
16. Amountofloo 14,laxablo a115% rolo
(Includo valu.. from Sehedulo K or Sehedulo M.)
17. PI1nclpaI tox dua (Add lax from Dna 15 and from Uno 10,)
16.CrodItsISp Povany PrIor PaymonlO Discount ,1ntarosl
0.00. 0,00. 24.95 0.00
18. Illno 18 Is gralt<< than 100 17, onlor tho difloronoo on lno 18. ThIs Is Iha OVERPAYMENT.
I!!I 0 lClHiCl(h"i.llf~w":iiiiil'ii1IriiI'''~rifIliiiI:or;94'olirov~1
20. Illno 17 Is grelter than lno 10, ontor Iha ,~oronoo on lno 20. ThIs Is Iha TAX DUE.
A. Entor Iha Intorost on Iht! bllanoo duo on .00 2OA.
B. Entorlha 1011I ollno 20 and 20A on lno 2OB. ThIs blha BA1AHCE DUE.
Mak. Chock PI la to: R atot of Will A
l'lfBE1SUR TAHsweR AD."OUESTlOlls:oKPAcel E E TIfI...~.
'W,tM ...f, ry. ..dIr..h.'lh.......,..d'ftl.'.I"'". flcluCliftOICCOMpa" "O'IChlel""Mdll"'tlfUftll.Mdt., . tI'O M, flO D""."-", 'I"'"
ClIn'RtM'.CCll",I.I..l "eWe,,,,.'.1 ,.,I,.L1t, IIA1 tie,,, '.port.d alttvl ",.rhl walu,. Dec&U'llo.,f ,fI,.... .u.., ,..... Ii'll p."....'JI,.'''..ntl''ve I. ....., tift.. ............,
...k:h pt..,.,. hu 1ft, t"....d...
IIGNATUftEOFPEnoONRESPONSIILEFORFILlNOftETURN AOO SS K A / /~.
152'i~'"K.;~"j~'-;'''' ..............
liar,";" 5 i"i':<i;'"f5.;;,iis yl'';.i~"i'T1il j""...""."..."..
ItGNATUAEO' 'RE'AAEAOfHEA THAN REPRESeNTATIVE ADOIUSS /
~:b"~"O~" 1~N1b)~ltJ7fj.
H.ic",iS",j ~1ALf?nj -t>~
(8)
1.714.00
(10)
None
(I~
8.316.06
T
A
X
C
o
M
P
U
T
A
T
I
o
N
(16)
0.00
(8)
10.030.06.
(II)
(12)
(13)
(14)
K ,06.
1.714.00
8.316.06
None
8.3t6.06
498.96
X .1'.
0.00
.
(17)
498.96
(18)
(18)
24.95
0.00
(20)
(20A)
(20B)
474.01
0.00
474.01
OATE
~'lI-9r
II / OATE
":'.:::::::::::::::: *Ii jftr
C,,~,"ltclll'II'f111..ltwar'OftlrC'fl'.r Pten Sollwlr.,lnt.
{
FOfllllSOO (ft.... ....q
. SCHEDULE "H" IFUNERAL E':PENSES. ADMINISTRATIVE COSTS AND MI SCEI.LANEOU5 E~PENSEG
:ESTATE OF
: K~ thryn
: ITEM
:NUMBER
:A.
,
,
..
.
.
.
::8.
: 1.
,
,
2.
,
,
,
,
, 3.
.
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FILE 14UMUER
H. Bodmer Rissinger
55" 181-32-~~60
o 11291l99~
DESCRIPTION
V,\I.UE AI DATE
OF DEATH
1
Funeral E,penses:
Cremation Society of
Pennsylvania bill
910.00
"
Administrative Costs
Personal Representative Commissions
Soc Sec " of Personal Rep 171-28-0867
Yr Commn pd:
0.00
Attorney Fees
500.00
Family E,emption
Clmnt
Address of Claimant at decedent's death
Street Addrs:
City
Rel.llion.hlll
0.00
State
Zip
4.
Probate Fees
5~.00
1
Mlscellaneous E,penses
Reserve for addition~l
administrdtion e.penses
250.00
,
.
.
. .
.
,
'------------------------------------------------__..._-__0______---------------------------:
,
: TOTAL (Also ertter on Iin.. 9, lle(.~itIl1.tlon) 1,714.00 :
----------------------------------------.------------------...------------------------------
"
. ..
'.
SIGNED, SEALED, PUBLISHED, and DECLARED by the above
testatrix, as and for her last will, in the presence of us, who
thereupon at her request, in her presence and in the presence of
each other, have hereunto subscribed our names as witnesses.
8fU1~(Jf ?- [y~1)
~ ~ c5-.+/
Page 5 of 5 Pages.
'REV~1543 EX AFP (1091).
. COMttOlNEAl TH OF PE,..SYLYAHIA
DEPARTMENT OF REVENUE
. IUREAU OF INDIVIDUAL TAKES
. DE:PT. ZIO'01
HMRUIURG, PI 11U.~06Dl
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 94-0128
ACN 94113789
DATE 04-18-94
ESTATE OF RISSINGER
5.5. NO. 181-32-4460
DATE OF DEATH 01-29-94
COUNTY CUMBERLAND
TYPE OF ACCOUNT
B ~ SAVINGS
CNECKINg
TRUST
CERTIFICATE
RENIT PAYNENT AND FDRNS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
KATHRYN
BODMER GEORGE K
6152 SPRING KNOLL
HBG PA 17111
HARRISBURG POSTAL EHPL h.. provided the O.'lIrt..nt with the infor..uon Ihtad billow which h.. b.." u'lId In calcullUna th.
potentia. tlX due. ThtIlr record. IncHcate that at thl dlllllh of the above dacedant, ~ou war. II joint oWMr/blln.flclary of thh account.
If YOU f..l thh InforuUon 11 Incorrect, phllll obtlln written corrltCtlon frail the fJnanciel Institution, attach III copy to thh fora
Ilnd r.turn it to the eboVII !Midr.... This account 11 t...bla In accordanclI wUh the; Inh.rUane. taM L.... of the COMonwelUh of Pannl)'l....nle.
au..tlon. ..v ~ In,wertd by cl111no (117) 787.8527.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5036 D.t. 06-06-80
E.t.bl1ahed
10,537.33
50.000
5,268.67
.06
316.12
PART TAXPAYER RESPONSE
mii;:!i~~~~~!i!!~i!!!~lI~i::~~~~!ii!!~~'!i!!:~";!:~!'f!:O!iFr~J~~!:'!!~x;!'MlI~~~!8ltllAA~",:rn~lIii!!!tt~~I!
Account Salene.
Percent Taxabla
Aoount Subjoct to T..
Tax Rat.
Potontl.1 T.. Duo
x
To in.ure prQpllr cr.tit to )'our account, two
(2;) copies of this notice lIU.t eccollPany Your
p.Y.~t to the Regiat.r of Willa. "ake check
paYable tOI "Regishr of WUb, Aa~t".
x
NOTE: If te. pay.~ta ere elde within three
(5) ItOntha of the decedent', det. of dlllth,
Y(lU ..)' deduct . 5~ dbcount of the t.. due.
Any lnneritanc. hlC dull will becOlle ...Unquent
nine (,) ~th. aft.r tho data of ....th.
[ C~~~K ]
BLOCK
ONLY
A. 0 The abov. infor..t1on enc:I talC due is cornct.
1. You .., choo.. to r..it pay.."t to tM Regist.r of Will., ..lth two copla. of thla notic. to obtain
· dhcount or .void int.rnt, or YOU .a)' check box "A" Ilnd raturn thb noUce to the Ragbt.,. of
~ and an offIcial ......unt will ba iuued by the PA DIp.rtant of Revenue.
I. ~ ~~ ....t h.a bHn or ..111 b. raport.d .nc:I ta. P.id with the P......)'lvanil Inheritance T.IC raturn
to be fllad by the d'cad~t'a r.prQa~tatlva.
C. 0 The above infor..Uan 1~tM:orrect and/o~e"ts and deductions wa,.. p.id by you.
You "".t CoapJate PART L!J and/or PART l!J below,
If you indicata 8 different tax rate, pl.... .t.t. your
..l.Uon"'i. to clocedont I
PART
I!I
TAX RETURN 0 COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. D.t. E.toblllhed 1
Z. Account I.l~e 2
S, P.rcent T.xllbb 3; x
'I. Aoount Subjoct to T.. 'I
5. Dobh _ DeducUon. 5-
.. Aoount T..obl. .
7. T.. R.t. 7 X
e. ToX Duo e
"':,;9fF~9~~~!!;i4~~,;,'Q~(
:n,;;,,:.V :Pll'DEftARTllEr. . ..,
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":;'2, ',:',":,:::i.:}:::::;':;:;::::,:;i::J::::;'!::::::,;:::':i:;:::;:: ::I:;:,:::;:!:::;:;:::;':::::;::::::::::::,:I:: ::::;:;:;:!:
;::::: " :,',.',".',',',..,,',... c,'",','," ,.,....'. '" ,.._:,"..",
:::3:(::" ",,".;,;.:,' '::'::::::::!;::':::::::(:::':;:::;:"""'-'-':':'I.:'i ::);:;.;::I;:::::;:,:!::"
:::/:;:::, '"4':":" "-""''''':''::::'::;:::;:::::;;;:1::;: ;i:;:::': ., ;:::;::: I:::::::>;::!;::: :>:::;;::>1'; ..,,.,,~,
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:.,.:,,' ",.",;,-.,.:.:..-;.::::.:::, ';-:-;(:::;::,:::::::1:,:"'" """"",,:,,:,,':";i:::\i':
."'.',.'",,,.,..5. ...,'.'.','..,.
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ii,. . '.:",'..::::,:'..... .'.'.',.,:",;
::/YY/..:/, ,': :",:.:;:::: ::;!:::;:<i: : :::~I::>;::;: t::~:::" i:::::;'::i::; '.' " ::::l-;:;~':':::::-::::~:~ii:i::: ::~:::::
DEBTS AND DEDUCTIONS CLAIMED
PART
@
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
~
I
TOTAL (Enter on Line 5 of Tax Co.put.tlonJ
I
.
Under ....111.. of ...jur~. I docl.r. thot tho
_l.t. t. tho belt of .~ knowl..... _ bell.f.
fact. I h.ve rworted above .,.. true,
( )
)
HUMBER
correct and
, (0.J.J 8
i/
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REVo1547 EX AFP 110093*,
C_ALTH lll' PEHNSVLVAHIA
IlEPAlllItENTlll'_
ItMEAU OF INDIVIDUAL TAXES
DEPT. 210'11
twtRUIURG, PA 17121-0601
NOTICE OF INNERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSHENT OF TAX
ACN 101
DATE 08-29-94
FILl! NO.
DATI! OF DEATH 01-29-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SU8HIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX
PAYHENT TO THE REDISTER OF WILLS. HAKE CHECK PAYA8LE TO "REDISTER OF WILLS, ADENT"
REMIT PAVMENTTO:
JAMES G MORGAN JR ESQ
HEPFORD ETAL
PO BOX 889
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AIIount R_I ttod ~
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: iS4-f"Eif-AFP-nij:9iY-iiiir-icE"-oF-i-tiHEiiifANci-l'Ax-APpiijiisEHEiiT~--Ai.roliAiicE"iiR"------------"---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RISSINGER KATHRYN B FILE NO. 21 94-0128 ACN 101 DATE 08-29-94
TAX RETURN WAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E.t.t. ISchedul. AI III
2. Stock. end Bond. ISchedul. 81 121
S. Clo..l, Hold stock/F.rtn.rlhlp Int.r..t ISchedul. CI ISI
~. KortDopILINot.. R...lvobl. ISchedul. DI I~I
5. C.1hI8_ D_l1h/"lIc. P.r.onol Prop.rb ISchodul. EI 151
6. JolnU, _ Propert, 1 Schedul. FI 16 I
7. Troo.f.r. ISchedul. 01 171
8. Tote1 A...t.
I I CHANGED
n.....'
r-: "
.00
.00
.00
.00
2.492.73
.00
7.537'.33
181
10,030.06
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel EXPen.../Ad.lnlatr.t!v. Coata'
HI_11_. E><poo... ISchedulo HI
,10. Dobt./Hortoooe Lllbllltl../Lloo. ISchedul. II
11. Tot.l Deduction.
12. Hot V.lue of Tox R.tum
IS. Cherltlbl./Go..rnoont.l 8oque.t. ISchedul. JI
l~. Hot V.lue of E.t.t. Subject to T..
191
1101
1,714.00
.00
1111
1121
IlSl
1l~1
1,714.00
8.316.06
.00
8,316.06
NOTE:
If .n ........nt w.. i"u.d pr.viou.ly, lin.. 14. 15 .nd/or 16 .nd 17 will
refl.ct figur.. th.t includ. the tot.l Of !hh r.turn. 8......d to dat..
ASSESSMENT OF TAX:
15. AIIount of LIne l~ toxlbl. .t 6Yo r.to
16. AIIount of Line l~ t..lbl. .t 15X r.t.
17. Prlnclp.l T.. Duo
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT l+ I
DATE IUlJER INTEREST 1- I
1151
1161
8,316.06 X.D6 .
.00 X.lS .
1171
498.96
.00
498.96
-
AHOUNT PAID
04-26-94
886002
24.95
474.01
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
498.96
.00
.00
.00
· IF PAID ArTER DATE IIIDICATED, SEE REVEItSE
FOR CALCULATION OF ADDITIONAL INltREST.
I IF TOTAL DUE IS LESS TIIAII n. NO PAYMENT IS RElIUIRED.
IF TOTAL DUE IS REFLECTED AS A "'CRE1IIT" ICRI. \'DU flAY III DUI
A REFUHII. SfE REVERSE SElIE OF THIS FORH 101 INlITIlUCTICIlI. I
......... ' ..
STATUS REPORT UNDER RULE 6.12
Name of Decedent: KATHRYN BODMER RISSINGER
Date of Death: JANUARY 29, 1994
Will No.
Admin. No. 21-1994-128
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--!..._ 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 is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No X
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may b filed with the
Cerk of the Orphans' Court and may (\e attac d t is report.
\ \
II
'/ '
, ,I
S1g ature
I
Date: ~\~~ 1\ l,
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mes G. Mar an Jr.
Na (Please type or print)
, :1
lil.Jl. Front St., Harrisburg, PA 17101
Address
(717 I 234-4121
Te 1. No.
Capacity: __Personal Representative
X Counsel for personal
-----representative
(MAH: rmf/AM3)