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HomeMy WebLinkAbout95-00462 ;', ~":_A~~:f ~('::':,:- ." ,. . ';'-"'-"d~;~:,..H;,',?:;J-~ -'i- " . _, - ':c.; :"",. .....', ", . ' '. '"::<<,~ . .:~" . '\!;~:}i ..! "J -' ~". ," . ' .. -.','c",..;. ' 'C'.,;;"':;':- ,'; "," " ,'-;~"';;- ii.' "" '<"i,f~ --- i;;':' , , '""',---2,:"'_;,, ,:' ';,. ,"',_,-,'</: ,-:'._' ,",';_, _ :: , . " __ " ' ,'\',.,'/:;, .:,.'::: ii", \ . 'i,',-- -, ',", '" :','_ """,-.',;~; ',"i<,' ',; :'~,":;,;:> ,;,,""" :Ti: ,.:",'::,:,:, ':"i:"~'~(';":': i'-,i, ':. ;,,:: .:~"'" ;},C, ;,,' .. . ~,~~' ;';:~;;>':;' ;;w, { 1. 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PETITIONER'S i EXHIBIT , "1 ~"4 Mr. William Adler 125 Locust Street Harrisburg, PA 17101 RE: ODESSA SKIEFF Dear Attorney Adler, I have been instructed to provide a letter regarding Mrs. Odessa Skieff who is csred for at the Blue Ridge Haven Subacute Rehab Unit in Camp Hill. Mrs. Skieff wss admitted to that facility from an acute care hospital. She has been there for approximately one month. Unfortunately, she suffered an anoxic brain injury as the result of a csrdiopulmonary problem while out of town. Furthermore, she has a history of hypertension, congestive heart failure, seizure disorder and pneumonia. Unfortunately, Mrs. Skieff is in a persistent vegetative state and most likely will remain so. I am not optimistic that she will have any significant functional recovery. I believe that the faredly would like to appoint a durable Power-of-Attorney for health decisions and finan- cial matters. I feel that this is appropriate. If you have W1Y specific questions, please do not hesitate to contact me. Sincerely, 4- (L ~{k- Greg R. EhgQrtner, D.O. GRE/jaki M.dlwl Arl, Bulldlllr) " Sull.50R " R90 PIlf'br e1,u"l. R<nd " COlliI' I-hll, P"IIIY'. 17011 " (717) 7(S t-:-IS7'j -- - , ,~!'.,. , " . . ~ I (( . ,~, "l~:;".t, \ IN REI ODESSA SltIEPP, Appointment of Guardian COURT OP CO~ON PLEAS CUMBERLAND COUNTY ORPHANS COURT DIVISION PETITIONER I Willie Mae White NO. 9s ~ 41. -< AND NOW, this , 1995, upon consideration of the annexed ordered and decreed that a citation be awarded, directed to Odessa Skieff to show cause why she should not be adjudged an incapacitated person and a guardian of her estate and person appointed; hearing to be held on '7i.~, ?~,J '/ at -/.I: (>V o'clock. AT LEAST~ days notice of the hearing shall be given to Odessa Skieff, the alleged incapacitated person, by personal service of the copy of said Petition and Citation, and by service of notice upon the next of kin which only need include the living siblings of Odessa Skieff who are sui juris, personally or by registered or certified mail. If....Ll....,-o ...1.&1' =to'Rn bR g.fuDn to - IN REI ODESSA SKIEFF, Appointment of Guardian COURT OF COMMON PuEAS CUMBERuAND COUNTY ORPHANS COURT DIVISION PETITIONER: Willie Mae White NO. PETITION TO ADJUDICATE INCOMPETENCY AND FOR THE APPOINTMENT OF A GUARDIAN OF THE ESTATE AND OF THE PERSON The Petition of Willie Mae White respectfully states: 1. The Petitioner, Willie Mae White is a sister of Odessa Skieff, the alleged incapacitated person. 2. Odessa Skieff is 59 years of agel widowed; and resides at Blue Ridge Haven West, 770 Poplar Church Road, Camp Hill, Pennsylvania, where she maintains her domicile. 3. Odessa Skieff is not a patient in a mental hospital. 4. The names, relationship, and addresses of Odessa Skieff's next of kin are as follows: Willie Mae White, 2147 North Fourth Street, Harrisburg, PA 17110, sister; Clayton Scott, 928 Ivy uane, Statesville, NC 28677, brother; Fannie Mitchell, 1711 E. Cloaniger Drive, Statesville, NC 28677, sister; Cornelia Smith, 625 Forest Street, Harrisburg, Pennsylvania, sister. 5. Odessa Skieff has 17 brothers and sisters who are deceased, most of whom have children. Odessa Skieff has no children. 6. As far as Petitioner has been able to determine, the gross value of Odessa Skieff's estate is approximately $180.00. The net income of Odessa Skieff from her husband's pensions is $685.00 per month. 7. Odessa Skieff was never a member of the Armed Forces of the United Stated, and she is not presently receiving benefits from the United States Veterans Administration or its successor. 8. Because Odessa Skieff, had a stroke and three heart attacks from which she has not recovered and is currently in a coma due to what is believed to be a stroke, she lacks sufficient capacity to make or communicate responsible decisions concerning her person and is unable to manage her property. Further, she is unable to manage her financial resources or to meet essential requirements for her physical health and safety. 9. The proposed guardian of the estate and person of Odessa Skieff is willie Mae White, her sister. 10. The proposed guardian, Willie Mae White, the sister of Odessa Skieff, who resides at 2147 North Fourth Street, Harrisburg, PA 17110, has no interest adverse to Odessa Skieff, the alleged incapacitated person. 11. No Court has ever assumed jurisdiction in any proceeding to determine the competency of Odessa Skieff, the alleged incapacitated person. 12. No guardian of the estate or person of Odessa CONSENT OF PROPOSED GUARDIANS I, Willie Mae White, hereby consent to the appointment of myself/ourselves to become guardians of the estate and of the person of Odessa Skieff. I reside at 2147 North Fourth Street, Harrisburg, PA 17110. I am retired. I speak, read and write the English language. I am a citizen of the united States of America. I do not have any interests adverse to those of Odessa Skieff. I am not a fiduciary, or an officer or employee of a corporate fiduciary, of an estate in which the alleged incompetent has an interest I not the surety, or an officer or employee of a corporate surety of such a fiduciary. Witne7i II ~~ 1l/{ ,,~ {.( ~ /,. " -!i' 7'- . if " ,( f.,C. ''') / 1".."-. '7(/ :tA,(J Willie Mae White ~ IN REI ODESSA SKIEFF I I I I I I IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA, ORPHANS" COURT DIVISION NO. 21-95-462 CITATION WE COMMAND, you that layi-ng asi.de all busjness and excuses whatsoever., you be and appear. i.n your. proper person before the Honorable Judges of the Common Pleas Court Orphans' Court Di.vision at a session of the sai.d Court there to be held, for the county of Cumberland to show cause why she should not be adjudged an incapacitated person and a guardian of her estate and pe, appointed, hearjng to be held on Monday, July 24, at 11100 o'clock. AT LEAST 20 days noUae of the heari.ng shall be gi.ven to OdessaSki.eff, the alleged incapaai.tated person, by personal servi.ce of the copy of sai,d peUtion and Citati.on, and by service of noti.ce upon the next of kin which only need i.nalude the Hving slblings of Odessa Skleff who are sui. jurls, per.sonally or by r.egistered or aer.tlfled mail. Wi.tness my hand and officlal seal of offi-ae at carlisle, Pennsylvani-a thls 20th day of June, 1995. "rA{ cour.t II your RETURN ADDRESS compllted on th~ 'e~eree Ildl?', OJ'; ut .. -, " '~ ~~g ihti.hH,'ji. ' !! UlHM'lt 5 J"D~ 1m i ~.~ g ~ f..,i~Hr il<- ::: t' CJl f .1, IIH ~i~ III III n It ..., i fll ~ ~ g. If il ".. 1:. " Z M''' a.._ n 1I!l !!"~ Ii i i I if f ! !, flf : i ~ i f a !" I :-' 0 ~ ot f:! i i : Df "f n ",' N I~ g . ~ ~~ ~ ~, H w?: If !i :I, '-Il[u:g~n ~. ~f It-.l ~~I";"i'&- !~ 3 ~ ~ i ~ 0 0"'1- t I Ii ~ f ~ ~:i f H ::!a' ~ ~ ;: f ~ , ~~! i' < ~ !., ~ . ~ E D oj It i al Thank you '0' using Return Receipt Se,vlce. j Z 3'llJ 'il12 332 Rocolpt for Certified Mall ~. - ,;,~a:'..1':::\ Nu In~UlnnUl CU\llHlIlIlI fllCl\luh.!l1 On nul 1.1$1.1 1m Inlmnntmnnl M,tll lSoo IlttllllllilJI M ',UL, g: - ~ g CO C? ~ ~ fIl Q. Cor .ie-Smith ""',!,'.,-l'; -Eoreal:-..StJ:ee I' , . '. ~ 1'" _j ".1 i' I' , ,'" ,,, Harrisbur ,,~ $ 1".""1" l.d.to.II.-,. ';I~'; '<t, j,. 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I'"~ I~ I' \11 "' h'" Ill'''' fir, I "f' jll!luHllhltf"I""'llh'Hl\1 III ...."""1 '" [l~I" tJ";'~"ll'" 1~.IUfflltl't-..'V, ~h""""J It) WI,um 0.111_ a....1 A.-tdrflU""\ ,l,jtll..~~ IlllM l't"'"'1I"' ""PIiJ f'tl~trl1d'~ "' n.IIU $ 2,75 Z 3'll] Sll2 33l\ ~ Rocell>t for ~ Certiflod Mall _ Nu In'!olllnnUJ C'I\ifl1flllO PtlHiuhHI ~ On lint Ul1ft fill Inlumlllillllnl Mati IS'HI UI'\lI~I1ii't m .. n ~ g '-"'-''''i'' CO C? ~ ~ fIl Q. .55 1.10 1-'-.1,..,-'1"" :,I*" ,~. I K"'"", ... I'H,!j~'..,t 11.."",,-., iH ""1\,.,, 1;'-''''111 ",."...,,,,t 1",V""'h 1\0 0..'" ,....,...".;1 1.10 1..t,.."h.......:l:...."....'lIl'''v,,'.',.., '''I.. ,1,,,1 ,111',}'..n,,", ~ (,.,.""" lutAl "01.\..*, ,.,1..,.\ hJ~I/tl,l!t III fl.ll.. $ 2.75 r-l 01 D'l .., .., ,f,: j ! 1 I q '<' ADLER & CLARA V AL ^TTORNI:YS ^T !.AIV 125I.ocUSTS11IEb1' 1',0, IIOX I I'm II^RRISIIURG.I'ENNSYI.V^NI^ 11\1ll\.l'IlJ nl.lif'IIONl; (111) 2J.I,32K9 PAX (111) 2J.I.lh71l .. PETITIONER'S oil EXHIBIT I '}Il'/W'tf"rt !.OUlS ,. ^DI-ER ROIIERT P. CI..\RA V^I. IVI!.!.I^M L. ^DLER CR^IG I, ^DLER' OAI50AIHlClmo rorKAC1'ICfllN N' !.EIVIS I', ^I>I,ml 1I":W.19K4l IJ^VIDS, "OliN tllJ~ll\l "OliN ^ND ^DLER U.}H"'" "OliN. ^DLER &. ^DLER (I~8U OF COUNSEL l1MOTIIY p, NlCflOlSON June 28, 1995. Clayton Scott 928 Ivy Lane Statesville, NC 28677 CERTIFIED MAIL, RETURN RECEIPT Re: Guardianship of Odessa Skieff Dear Mr. Scott: Enclosed please find a citation and a petition to have Willie Mae White appointed as guardian for Odessa Skieff. If you have any objections to the appointment of Willie Mae White as guardian, you need to appear at the hearing. Please call me with any questions you may have concerning this matter. Thank you. Very truly yours, wL~ William L. Adler WLA Enclosure ce: Willie Mae White ADLER & CLARA VAL A1TORNEYSATLAW 125 LOCU~'T STRI!L'T 1'.0, IlOX 1193.1 IIARRISIlURG.I'I!NNSYLVANIA \711I.1-1'111 T1il.lil'IIONIi (717) 2.1-1.3289 !'AX (717) 2J.l.\b711 LOUIS I. ADLER RODERT F, CLARA VAL WILLIAM L ADLER CIlAIG I. ADLER' 'AlSO ADMItTED to rRAt.TICE IN HI I.I!WIS I', AOI,ER (I~34'I"'1 DAVID S,I<OIIN tl9~1l.'i) I<OI-IN AND ADLER (I~lH""') I<OIlN. ADLER & ADLER (I9!frr!81) OF COUNSEL TIMOTIIY F. NICIlOLSON June 28/ 1995 Fannie Mitchell 1711 E. Cloaniger Dr. Statesville, NC 28677 CERTIFIED MAIL, RETURN RECEIPT Re: Guardianship of Odessa Skieff Dear Ms. Mitchell: Enclosed please find a citation and a petition to have Willie Mae White appointed as guardian for Odessa Skieff. If you have any objections to the appointment of Willie Mae White as guardian, you need to appear at the hearing, Please call me with any questions you may have concerning this matter, Thank you. vei:):;;;ursft~ William L. Adler WLA Enclosure cc: Willie Mae White ....- ADLER &: CLARA V AL ^TTORNIi\'S^TL^W 125I.OCUSTSTREI!T 1',0, !lOX 11933 IMIlRISIIURG.I'I:NNSYI.V^NI^ 1711111.I'J33 TIH.I!I'IIONI: (717)2J.I.32I1'J I'^X (717) 2.'4.11.70 June 28, 1995 LEWIS p, ^DLER (\9l4-1Y1ll1 D^ VID 5, KOI,IN (\9;!!:!2115) KOliN ^ND ^DI.I:R (\9l4-1%ll1 KOHN. ^DLIiR" ^DI.ER (\~811 OPCOUNSIiI. TIMOTHY p, NICHOlSON LOUIS I, ^DLER ROOERT p, Cli\R^V^L WILLI^M L. ^DLER CRAIG I, ^DLI:R' 'AUiO AOMlntO TO rMLIICE IN NJ Cornelia Smith 625 Forest St, Harrisburg, PA CERTIFIED MAIL, RETURN RECEIPT Re: Guardianship of Odessa Skieff Dear Ms. Smith: Enclosed please find a citation and a petition to have Willie Mae White appointed as guardian for Odessa Skieff. If you have any objections to the appointment of Willie Mae White as guardian, you need to appear at the hearing, Please call me with any questions you may have concerning this matter. Thank you, ver1JJJi:urf~ William L. Adler WLA Enclosure cc: Willie Mae White - ~'UJ (1;'.- . ' ;;. ~.> I,; ';.,,,~ :-;" L) e(" CJ "~'J ''"911 8'~ 'OlO: a: 0\ If) o :a: , t::!iC :10.: " ,01 :- - .:,. ,) ;~~ ';:? ",1 '<:t 'N '=4 ~ :,;~ ,- I: 08 ~ ..l ~ ~ ~ ~~Iii~i $~ d<~::~~~~ ~~e~lm~[ ;h"1 t! ',\ .", ~ ,,' ',.~ ;;-:? ~... "'---- ---. It.... .' IN REI Odessa Skieff, Appointment of Guardian I COURT OF COMMON PLEAS I CUMBERLAND COUNTY I I ORPHANS COURT DIVISION I I I NO. 21-95-462 PETITIONER I Willie Mae White AND NOW, annexed petition and a te is Ordered and Decreed t~ FINAL DE ~~pon consideration of the hea ing held following due notice, it Odessa Skieff is adjudged an incapacitated person. Willie Mae White is appointed plenary guardian of the estate and plenary guardian of the person of Odessa Skieff. The said guardian is directed to file an inventory in accordance with the provisions of Section 5521 (2) and 5142 of the Probate, Estates and Fiduciaries Code. security shall be entered by the said guardian in the 50-0 ~ . sum of $ By the 1V\ftm;tll...JIIW~~''-.'''''''''~'''''- .. ~t ~..u. c.~..._ ':;i *t t'f. [",1 Fji ~1J ~~~ 'l?'~" f;ij ~ ~~ f'i1i t-ii l"'i!;', r~n ~ t~i [;;;",i 1:~ \1 _t1Q :2. ~.l'" ~. .--:'.\ ". " CO ,\" t!.i ..", ""=1 " t,.) , "t:J ~'~ ':JJ );-'-;.'; - ~t.. ':",';:0 'rt-i5," \}.... ~}, ,__t r)" .,.I'J .-., i"). " _ ': ~ J , .. Sl ~ ~. ~~I~i ~l~ ~ I i ~~~a:I' -< . <>~ <O~ IH ~~ ~~ ~~ ... ~ . SEP 0 7 199rJ1' No. 21-95-462 IN THB ORPHANS' COURT DIVISION OP THB COURT OP COMMON PLBAS OP CUMBBRLAND COUNTY COMMONWEALTH OF PENNSYLVANIA Estate of Odessa Skieff The petition of Willie Mae White, Executrix of the Estate of Odessa Skieff, respectfully represents I I. The accountant, Willie Mae White, was appointed the guardian of the estate and person of Odessa Skieff, an incapacitated person, by the Orphans' Court Division of Cumberland County on July 24, 1995. II. Odessa skieff received $685.00 per month from her pension and owned a home located at 3129 Natrona St., Philadelphia, PA. The home was sold on March 14, 1997. III. The fund now before the Court io not subjeot to the payment of Pennsylvania inheritance tax in that no tax is due because of the insolvency of the estate, and is not subject to the payment of Pennsylvania Estate tax. IV. No aooount has been filed to date. V. The occasion for the filing of the present aocount is: Odessa skieff died on February 22, 1996, and this is the first and final account of the guardianship. VI. The names of all persons or entities having any interest in the said fund are as follows: Clayton Scott, brother 928 Ivy Lane Statesville, NC 28677 Fannie Mitchell, sister 1711 E. Cloaniger Dr. Statesville, NC 28677 Cornelia Smith, sister 625 Forest St. Harrisburg, PA Odessa Skieff left no will. Her estate was insolvent. VII. All of said parties having any interest in said fund and any unpaid creditors of the fund have had actual notice of the filing of the account and this audit, except as follows: Not applicable. VIII. follows: The questions which are to be adjudicated are as None IX. No share of any party in interest has been assigned or attached. X. There are attached hereto the following: (X) Copy of the Order of Court making the appointment; () Copy of any other Order of Court; (x) Attorney's Certificate of Notice; and (x) Proposed Decree Nisi. XI. The distributive shares of principal and income, and the persons who are thereunto entitled, are suggested as follows: No assets to be distributed. Your petitioner, therefore, asks that willie Mae White be relieved of her guardianship responsibilities and will no longer be required to maintain the $500.00 bon~ ~~~ ~~~ Wilrti . Adler, Es ue 4-- P.O. Box 11933 125 Locust St. Harrisburg, PA 17108 717-234-3289 supreme Court IO Number 39844 , , CERTIFICATE OF SERVICE I, William L. Adl~f' Esquire, AttoI~ey fo~Willie Mae White, hereby certify on the ~ day of ~v~l , 1997, I served a copy of the within Petition upon the following person by first class mail, postage prepaid, addressed as follows: Clayton Scott, brother 928 Ivy Lane Statesville, NC 28677 Fannie Mitchell, sister 1711 E. cloaniger Dr. Statesville, NC 28677 Cornelia Smith, sister 625 Forest St. Harrisburg, PA ?r~("jJt"AA ft/al&/J wi liam L. Adler, Esqu1re--- " FIRST AND FINAL ACCOUNT OF GUARDIANSHIP OF WILLIE MAE WHITE FOR THE ESTATE OF ODESSA SKIEFF NO. 21-95-462 princical Receicts Date of Death February 22, 1996 3129 Matron Street Philadelphia, PA Sold March 14, 1997 Income ReceiDts 7/24/95--2/22/96 Pension Receipts $685.00/month X 7 months Income Disbursements 7/25/95 8/4/95 8/12/95 8/12/95 8/30/95 8/31/95 9/5/95 9/8/95 9/8/95 9/15/95 9/16/95 9/17/95 9/17/95 9/18/95 9/23/95 9/26/95 9/30/95 10/5/95 10/5/95 10/10/95 10/10/95 10/16/95 10/17/95 10/31/95 11/1/95 11/1/95 11/1/95 William Adler Pease Pharmacy Pease Pharmacy Pease Pharmacy Homedco Pease Pharmacy Pease Pharmacy Pease Pharmacy Pease Pharmacy Visa Credit Card East Pensboro Ambulance Homedco Holly Spirit Hospital Pensboro Ambulance Peace Pharmacy Pease Pharmacy Peace Pharmacy Pease Pharmacy Peace Pharmacy Community General Homedco Pease Pharmacy Pease Pharmacy Pease Pharmacy Homedco Visa Gold Card Community General 32,000.00 4,795.00 487.00 94.15 46.65 101.80 150.00 275.90 53.99 54.88 276.04 35.00 535.00 77.42 177.00 45.00 37.50 139.76 37.50 73.43 67.96 20.00 146.99 123.12 108.75 128.28 66.12 35.00 14.22 11/1./95 10/31./95 11/6/95 11/8/95 11/21./95 11/1.3/95 11/1.8/95 11/21./95 11/22/95 12/1./95 12/7/95 12/1.1./95 12/1.1./95 12/1.1./95 12/1.1./95 12/1.1./95 1.2/23/95 1.2/23/95 12/23/95 12/23/95 12/27/95 12/28/95 1/6/96 1/6/96 1./9/96 1./1.3/96 1./1.3/96 2/2/96 2/2/96 2/2/96 2/2/96 2/2/96 2/2/96 2/1.2/96 2/1.2/96 2/1.2/96 2/1.2/96 Pease Pharmacy Peace Pharmacy Pease Pharmacy Pease Pharmacy Discover Credit Card Pease Pharmacy Pease Pharmacy Visa Credit Card Homedco American Pharmacy Blue Ridge Haven West Community General Pharmacy Co. of America Homedco Pease Pharmacy Pease Pharmacy Homedco visa Discover Holy Spirit Hospital River Rescue Pease Pharmacy Blue Ridge West April Health Care Pease Pharmacy Community General Staff Builders Pease Pharmacy Pease Pharmacy Discover Visa Credit Community General April Health Care Blue Ridge West Community General Blue Ridge West Polyclinic Medical Center Discover Raup Funeral Home Grave Stone Philadelphia April Health Pharmacy Co. Discover Visa Uptown Cardiology Philadelphia M Care Ambulance East pensboro Ambulance Dr. Wm. Birdick East pensboro Ambulance Holy Spirit Balance Mellon Mortgage Family Eye Care Homedco 256.00 130.00 71.79 72.05 29.00 122.96 59.74 34.00 1.,002.00 801. 03 500.00 28.00 278.92 66.12 262.35 1.6.16 500.60 33.00 34.00 256.31 40.00 26.44 320.00 362.27 322.81 25.00 1.,470.00 9.92 189.70 28.00 33.00 20.00 103.1.2 320.00 22.00 2,122.00 500.00 986.94 5,660.45 355.00 500.00 2,1.05.22 1,358.85 1,061.1.4 1,747.90 35.00 500.00 535.00 312.00 45.00 1.77.00 2,1.63.00 56.00 1,006.65 Memorial Care Penna Hospital ~ - "~~':~~~m~;~~~i,~;j::~'i~'F,;~"~~(~~tl~:~:~-~-,~1,,~;~~~I'I':"':~'~')~'~~~:;~~~"~"~i~'Y~0:~';~~,f'_~'-;.'~'~~~'~~A'~~"~'~" :_"'~,~~ I ! Polyclinic Balance Pease Pharmacy Community General William Adler TOTAL EXPENSES 532.72 ~,432.67 248.66 ~,550.00 36,245.95 NOTE: House sold March ~4, ~997 as part of estate. Other funds to pay bills advanced' by Willie Mae White. L COMMONWEALTH OF PENNSYLVANIA COUNTY OF Dauphin ) . . ) ss. : The above named petitioner, being duly sworn, does depose and say that the facts set forth in the foregoing petition which are within the personal knowledge of the petitioner are true, and as to facts based on the information of others, the petitioner, after diligent inquiry, believes them to be true. Sworn to ~d subscribed before this \ "f) day of <.\'-\ 1l\-,-u\'\..~Y, , 19 . . ",^....k.. , ~~~ (\ ,- ~O>' Do, '(vb\,'- me '7(/:-/1 ~ )/ltL-l!. 71'/{;r;- ~IOTARIAL SEAL JODY GOLDRING, lIolJlY rubio, HI"llbury, Daupllln Counly I'A My Commission bpires 110' 03, ~OOl COMMONWEALTH OF PENNSYLVANI~ DEPARTMENT OF REVENUE BUREAU Of INDIVIDUAL TAXES U'I[AHAHCE TAX DIVISION DEPT. U06Dl HARRISBURG, PA 1711a~D601 NOTICE Of INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR OISALLOWANCE Of DEDUCTIONS ANO ASSESSHENT Of TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-13-97 SKIEFF 02-22-96 22 96-1247 DAUPHIN 101 WILLIAM L ADLER 125 LOCUST ST HOG ESQ PA 17101-0109 Allount Ra..lthd *' ....lh'.....III..,. ODESSA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS DAUPHIN CO COURT HOUSE HARRISBURG. PA 17101 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS 41 iiE'v=isW-Ex-AFP"ril:f=97Y-HOTlcnii'-YHHEifii';'HcE-TAx-iippiiiiisE'ff€HT-.--iiLLOWAHCE-iiii------------ - ---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SKIEFF ODESSA FILE NO. 22 96-1247 ACN 101 DATE 10-13-97 APPROVED DEDUCTIONS AND EXEMPTIONS: 28.493.50 9. Funeral EMP.n.../A~. COlt./Hlac. EMpan... (Schedule H) (9) 10. Dahl./Harig.ga Liabiliti../Llana (Schedul. I) 110) 4.802.01 11. Tatal Deduction. 111) 12. H.t Valu. of Tax R.turn (12) 15. Charitable/Govern..ant.l aequa.t. (Sch.dul. J) (15) l~. H.t Value of Elt.t. Subjact to Tax (14) NOTE: If an assessment was issued previously. lines 14. IS and,or 16. 17 and 18 reflect figures thet include the total of Abb returns assessed to date. ASSESSMENT OF TAX: IS. Allaunt of Lina 14 at Spou..l rat. (15) 16. A.aunt of Lina 14 taxable at Lin..I/CI... A rat. (16) 17. Aaaunt of Line 14 taxable at Collataral/Cla.. B r.t. 117) 18. Principal TaM Du. 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.te ISchadul. A) 2. stock. and Bond. ISchadul. 0) 3. Clo..ly Hald Stock/Partnar.hlp Int.ra.t ISchedul. C) 4. Hortg.ge./Note. Raceiv.ble ISchedul. D) S. C.ah/8ank Depolit./HI.c. P.rlonal Property ISchadul. E) 6. Jointly Own.d Property ISchedule F) 7. Tran.ferl ISch.dula 0) 8. Total A...t. TAX CREDITS: PAYHENT DATE RECEIPT HUHBER DISCOUNT 1+1 INTEREST'PEN PAlO I-I I CHANGED III 121 151 141 151 161 171 32.000,00 ,00 ,00 ,00 ,00 ,00 ,00 leI NOTE I To in.ura proper credit to your account, lub.it the uppar portion of thia forM with your b)( papant. 32.000.00 33.:O9~ ~1 1.295,51- .00 1.295.51- Will .00 .00 .00 .00 .00 .00 .00 .00 . If PAID AfTER DATE INDICATED. SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST, If TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A .CREDIT" ICRI. YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I .00 .00 .00 X'OO. X.06. X .15. Ilel AII0UNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE RESERVATIONI E.t.t.. of d.c.d~t. dyIng an or b.for. D.e.eb.r II, I'll .. If eny future Int.r..t In the ..t.t. I. tren.f.rr.d In l'o.....I~ or .nJoPlnt to CI... I (coll.tera1) beneflcl.rlu of the d.ced....t aU.r thll ..plr.tlon of MY ut.t. for Ilfa or for y..r., the Coaaonw..lth har.by ..pr...ly r...rv.. the tight to appr.I.. ~ ...... tran.f.r Inherltanc. T.... .t the 1.wful Cia.. . (collat.t.l) r.tl on any .ueh future 1nt.r..t. PURl'OSE Of NOTlCEI To fulfill the requlre..,t. of S.ctlon ZUO of the Inh.rltenc. and Eltltl Tax Act, Act II of 1995. (7Z P,S. S.ctlon 'litO)". PAYMENT I O.tlch the top portion of thl. Notlcl and .ub.lt with your pIY'lnt to the R.gl,t.r 0' Will. prlnt.d an the r.v.r.. .Id.. "-Hak. ch.ck or IIOn.y ordlr plvobl. tal REOISTER OF HILLS, AGENT REfUND (CA)I A t.fund of . tax cr.dlt, which w.. not r.qu..tld on the TlX R.turn, ..y b. r.que.tad by coapl.tlng an ~Appllcltlon for R.fund a' p.nn.vlvanla Inh.rltanca and E.t,t. Tlx~ (REV.1313), Application. ar. IVllllbl. It the O'flcl 0' the Ragl,t.r of Will., any of the Z3 R.v.nu. DI.trlct O'flc.., or by c.lllng the .p.cl.1 Zlt'hour an.w.rlng .ervlcl nuabar. far for.. ordarlngl In penn'vlvanll .-100-36Z-Z050, aut.ld. penn'ylvenla and within loc.l H.rrhbUtg ar.. C717J 147.1091t, TOO. Cl17) nz-zzSl Ol..rlna IlIPllred Only). OIJECTIONSI Any p.rty In Int.t..t not ..tl.fled with the appral..aant, allowancl or dl..llowanc. of dlductlon., or ......-.nt of tlx (Including d1.count or Int.r..t) I' .ho,," on thl. Notlc. au.t obJ.ct within .Ixty (60) dly. of r.celPt of this Notice bYI .-wrltt.n prot..t to thl PA D.p.rt.ant of R.vlnUl, laird 0' Appeal., D.pt. 1110ZI, tl.rrl.bura, PA 171ZI-l011, ...llctlon to hlv, the ..tt.r dataralned .t audit of the .ccount of tha par.onal r'pr...nt.tlv., DR -..pp..l to tha Orphan.' Court. OR AOftIH ISTRATlYE CORRECTIONS I Factu.1 .rror. dl.cov.r.d an thl. ........nt .hould b. .ddr....d In writing tOI PA D.part..nt 0' R.venu., Bureau of Indlvldu.l T'MI', ATTHI po.t A.......nt Rlvl.w Unit, D.pt. Z10601, Ilarrbbura, PA 111l1'D601 Phon. (717J 117.6505. 5.. p.a. 5 0' the bookl.t ~In.tructlon. for Inh.rltanc. Tax R.turn for I R..ldant D'c.dant~ (REY.1501J for an ..plan.tlon of Id.lnl.tr.tlv.ly correctlbl. error., If any tex due I. p.ld within thr.. (S) calendlr aonth, .'t.r the d.cld'nt'. d..th, . 'Iv. p.reent (5~) dl.count 0' the tall peld h ,l!emed. ~ DISCOUNT I / PENAL TV I The 15% t.x lan..tv non.plrtJclp.tlon pan.lty 1. coaput.d on the tot.l of lh. t.x and Int.r..t .......d, end not p.ld b.far. Jenu.ry II, 1996, the flr.t day .'t.r the .nd 0' the tax I~.ty p.rlod. Thl. non-p.rtlclp.tlon p.n.lty I. .pp..labl. In the .... .ann.r and In the the .... tl.. p.r10d a. YOU would appa.1 th. t.x end Int.r..t that h., b.en ......ed a. Indlc.tad on th1. notlc., INTEREST I Int.r..t I. charg.d baglnnlng with '1r.t dly 0' d.llnquency, Dr nln. (tJ .unth. and on. Cl) d.v fru. the d.tl of de.th, to the data of pa,.ant. T.x.. which bee... delinquent b.for. January I, 1911 b..r Int.r..t .t the rat. of .Ix (6X) p.rcent p.r InnUI calcul.t.d .t . d.llv r.t. of .000164. All t.x.. which bac... delinquent on end aft.r Janulry 1, 1912 will ba.r Int.r..t .t I r.t. which will v.ry fro. celand.r y..r to c.lender v..r with th.t r.t. announced by the PA D'part..nt of Revenu.. Th. appliCable Int.r..t r.t.. 'or 198Z throuah 1997 .r" X!!! Int.r..t A.te D.lly Int.,..t recto~ I!!! Intarllt Ret. D.lly lntl,..t rector 1911 'GX .000548 1917 OX ,00020 1915 16X ,0004]8 1911.1991 IIX ,000301 l"It IIX .000301 .... 'X ,ooazo 1915 ISX .000356 199'.1",. 7X .000191 1916 'GX .000274 .995-1997 'X ,OOOZO --Int.,.. t I. c.lcul.t.d .. fol1owI. INTEREST . BALANCE OF TAX UNPAID X NUNBER OF OAYB OELINQUENT X OAILY INTEREBT FACTOR "Any Hotlc. Inuad .fter tM t.x blCOM' dlUnquant ..111 raflect an Int.,..t c.lcul.tlon to flft.an US) dau beyond the data of the ......-.nt. I' P'v.-nt I. aad. .ft.r the Int.r..t coaputatJon data .hown on thl Notlc., Itddltlonll Inter..t au.t b. C8lcul.~Id. . '-;,;.} . '~~~'O 7'.19001l1 IN RE: Odessa Skieff, Appointment of Guardian : IN THE COURT OF COMMON PLEAS :CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION NO. 21-95-462 PETITIONER: Willie Mae White AND NOW, consideration that ~~ ORDER this day of of the nnexed petition, . , 1999, upon and Decreed Willie Mae White is relieved of her guardianship responsibilities for Odessa Skieff, The obligation of Willie Mae White to post a bond for said guardianship is terminated. s~. .'. '\ ('I -, .-", .- .- fL , '\>~ :;-. i~-, Ijd t': '~h''',_ .._".;; ...._., '51l 'h~$J. \}~ i' rf~~;' 1~T.,j~'~ I~Y?t f~}~{~'~ ,,-",-.' ' '-'.-,' ':-<'< r;.!- ":'~ ~ ; .;- WILLIAM R. BUNT ATTORNEY AT LAW P. O. BoX 33t1 lOD SOUTH CARLI.La STRln NIW BLOO.."ILD. PA. 170tlB Tn_ f71,. Slz-el.o ,.u 1711'1 !81-71121 December 12, 1995 Register of Wills Cumberland County Cumberland County Courthouse Carlisle, Pennsylvania In Re: The Estate of Bruce Harris, Jr., File No. 2194-0462 Dear Ms, Lewis: I am enclosing herein partial payment on the Inheritance tax with regard to the above referenced Estate In the amount of three thousand ($3,000,00) dollars, I was recently retained by the Estate to assist it In selling the decedent's dwelling house and we anticipate filing a retum and paying any balance owed on the inheritance tax in the very near future. Enclosure VV"~ William R. Bunt 00 S ;;., ".~ \-r, ~~ ,/, WRB/clp 1::1 ~~-:-J ee: Brian Harris ~ '"'" .I,,:, ,'-' -- -. _--..,,'-' ~ I --- - .''"' ~ f i J j - ..:: ..:: - - . - ::: - - - ::: \I., ::: ~ - .... (.J Q) III .... :s a ('.J € m :s a - ..... U,!!! r-- ,?;-,?;-C q- cc!2 1Il:S:S- 'D ~88~ 0- ... 0 _"Cu5j ~ aCCa. - ......!!!.!!! 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