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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. Ii ~.. t /.J~~/ -KJ'b.g '5'i ' ._~ "':5 1;= _ll ie: .0 a in 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 (")("l '0 ::0 t:(Ti :I:l{\) 3: "'" ,..~.' (" I:Y .." '"" CD \ ...J , (~ j ~~i' ~~. u {~ ~...;:. Ch Mailed letters and order to executor on 2-11-94. 21 - 94 - 128 C')C') ~ :0 c: W :0 ro 3 '0 0 ,...., t'\ . .., .,., ", ,"', I'T1 : CD I -J ~:::.~ &;~ ~ -0 ': d ):> ~~ C'> '0 r-- R t":~ :~~ ~~ ~~ 00: 1:'".';.", "i ;,i ,.... I 1 ~. c:l . ~! ~ ., 6 :.~ 1 'I \.) (Jj ~.J IDa: P\ ..: E a: OJ 08 : .~ Z '" '" ~ '" : t 0 0 I- a, w 0 ~ :::E w is N '" '<i '" ~ t; '" ~ ~ w u !z ill z '" N ::: N ~ 1;2 0 ~ ~ "- 0 ~ >- ;;:; ~ ~ '" ~ Z w ... '" Ci z z '" ~ 0 ci 0 l a! ;Z ~ ::I 0 - " W U. = l- e.. '" .... i2 J: '" < :I: . . .' . . '. -'I. it o. ~. .. 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. . , , , , , , :C. , , . , ,. , 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. . .., 'PAD'::i::":,,,,:,:!}::::,::,;,,"!:'!;':i1r;"';;;':;;,;';,!,::, :",:.;"', :":,i:,';, :::ji:'(:::,', :':':':;"::~,:~ "~::::i'i::!:: :i:i!i::W:!i ":;'2, ',:',":,:::i.:}:::::;':;:;::::,:;i::J::::;'!::::::,;:::':i:;:::;:: ::I:;:,:::;:!:::;:;:::;':::::;::::::::::::,:I:: ::::;:;:;:!: ;::::: " :,',.',".',',',..,,',... c,'",','," ,.,....'. '" ,.._:,"..", :::3:(::" ",,".;,;.:,' '::'::::::::!;::':::::::(:::':;:::;:"""'-'-':':'I.:'i ::);:;.;::I;:::::;:,:!::" :::/:;:::, '"4':":" "-""''''':''::::'::;:::;:::::;;;:1::;: ;i:;:::': ., ;:::;::: I:::::::>;::!;::: :>:::;;::>1'; ..,,.,,~, :,'",:'...',<; :.,.:,,' ",.",;,-.,.:.:..-;.::::.:::, ';-:-;(:::;::,:::::::1:,:"'" """"",,:,,:,,':";i:::\i': ."'.',.'",,,.,..5. ...,'.'.','..,. """""::':';'"'' ""':;::';""':':';: 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/ /'i"'1 rf) 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, \ '\ 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)