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Home My WebLink About95-00713 r Register of Wills of ('lImb~ll;lIld County, Pennsylvania PETITION FOR GRANT OF LETTERS Estale 01 Cllllterllle 1-.1. LOII~aere No.--2J - q 5 - 7 I 3- also known as , Deccascd Social Security No Iw,n~.19W Alldre\' Chllslalll. Rlllh Oarmall. IIl1d EmllHl Mell Pelillon.t(I), who 1""018 year. of age Of old." app1r)IOlllol : (COMPLETE "A" OR "B" BELOW.) GJ A. Probate and Grant of Leller. and aver that Patltloner(.) i./are the executors Decedent. dated No\'cmber 4. 1971 and codicll(.) dates 1-1. EdLu^"9 ~Nfll\e,,",I.:JA.,cll~d f..,J ~o(tt.' l'i1l.l.f.- Ed.."",pdl.O Lot.J(Jf\;,t.. ..1.- cJ.,';J hH Apr~l J I~?' nemed In the Lut W.III of the GIlIla roleVlInl ~1'cu,".lanco.. 8 U', renutll:;ia!lon. doalh of aloeulor, ole Excepts. follows, Decedent did not marry, WIS not dIVorced and did nol have I child born or adopted after execution of the documents olfered for probate; was noltha Victim of . killing and was never adjudicated Incapacitated: o B. Grant of Lellers of Administrallon (el a ,d b II cl g.: pandllnle lito, dUfanlt, Bblolllia; durante minorilalo) Petitloner(.) after e proper search has/have e.certained the Decedent left no Will and was survived by the following spouse (If eny) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) AII.ch .dd,lion.t.h..t.1f n.c....ry. Decedent wa. domiciled at death In CUlllhcrlaud re.ldence at Forest Park lIeallh Ceuter County. Pennsylvania, with his/her last family or principal ,J '"I J; 'L,.. II' lIol, numbor olld ll1ulliclpuhly) . 1922-. at Forest Park Ileullh Center, Cnrllsle. I'A (locaUon) Decedent, then 91 year. 01 age. died March 27 Decedent at death owned property with esUmated values as follows: (If domlcll.d In PA All p.r.on.1 prop.rty... ..................................... (If not domiciled In fA Petsonal property In Pennsylvania .."""..,......... (il not domlcll.d in PA p.r.on.1 prop.rty In County.............................. Value of teal estate In Pennsylvania.... .,,,,,....,...............,,........... ...,.,,,.,,,..............,,....,,......... Tol.I.............................. ................................................................................... SlIlIknoll'lI S S SlInknoll'lI S Re.1 E.t.t. .lIu.t.d ..Iollows: Wh.r,'er, P.tltlon.r(.) r..peclfully r.qu..t(.) the preb.t. of th.I..t WiII.nd Codicll(s) pr...nted WIth Ihl. P.lilien and th. gr.nt of 1.II.r.ln the appropriate fotm to the undersigned: Signature Typed or printed name and residence v' Audre\' Chaswln. IllJ7 Walnllt BOllom Rd. Nc\wllle I'A 17241 Rlllh Oarmall 575 McClurcs Oa Rd. Clllllsle PA 170D Emma Mell II Vellla St. Ne,wllle PA 17241 '\ RW.' . - . '.\.~- .,::~ " . ~ - ,"., . J, lz . .. I i;i I , i , i , "I " I , :1 i , i Ii I I i:' II ," I' jj I " i ).'. I 1 I))'! i q " , I ! ii,'j , " .) /, " I II Ii ;"1 , I /i,./ " ., i ! L )1 j! '! /,. i i.' I I1II I I' i:: 'i I ',-, , I II Ii I ! " I i.' 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Ii 1:'111 i ',: : '1.11,'I!i:'.'I./1 i'I"':,1 Ili',/II, ',;.; '111:.': 111!11..I'.\.d'I.'I':I! II '.1 i i .j I"', 1,.,1 'II "11111' '1Iq,l. '1I'lli ' 11 !!lll:q 111:"11:" I :~l ~'Ij IltH;,,~ !'!!;-d!! "1 ',' LI!I.:::!i ".!.'.,I !':!/ !II :::1' 11.::/d.,IIIi::1 ilii':!!!. il :: ;I i'l II III, 'II'! "II "111,1111, 1',illli"l il,;.!11 i i ; ;),-11- ;) "<.'i Ii " '!. , I, JJ ,,', ;1" Ii' _, ,; " ,. r, <.: il , if " , 1 V " oj M " " , " " " .. {J Li 'i " 1 " " . 1",:>>;.;~.":.1~ . ~ ,I" " p 0., '0,', ' 'p . S ::/1 ~ " .~ ;1 Ii! ",'. ~ ".~ ,,' ,,' , >,' ~.....-...- . 'i (~~ ~- " (;. . , ':~ .-1 :.. ^.' , ~ ': ~- " . , .;, "-\ ., .' " '?;. \':;~t:',<;:\;,:;',., ~'''::':''ll~f.~J,;tltIl:)~~'::~t':~-i'~'~\~I'~l\!~& - . - ;,. """"""':k"'\".I'i''ft...,'1 . 1 . , ,'-'Co,'. ,..,'.'..!-~,.~' "~'~:71 0' ',"' ' " .~ - ,'" , '.' ',': \.;~: i", ,~:1'~~:~~~~~~~1~~~\2;?;;if,Jfr~;i' LAST WILL AND TESTAMENT I, CATHERINE M. LONGACRE, of Penn Township, Cumberland County Pennsylvania, do hereby make, publish and declare the following as and for my Last Will and Testament. FIRST: I give, devise and bequeath everything which I received from my brother, Jessie C. Rheem, to my four children, Audrey Chastain, R. D. 1, Newville, Pennsylvania, Ruth Garman. Carlisle, Pennsylvania, Emma Mell, R. D. 1, Newville, Pennsylvania, and Edward Longacre, Bloserville, Pennsylvania, the Pennsylvania inheritance tax thereon to be deducted from the shares of each of said children. SECOND: All the rest, residue and remainder of my estate, I give. devise and bequeath to my husband, H. Edward Longacre, should he survive me, and I appoint him as Executor of this Will. THiRD: In the event my husband shall not have survived me, then I give, devise and bequeath all of the residue of my estate to my said four children and appoint them as Executors of this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal at Carlisle, Pennsylvania, this 4th of November, 1971. t:.ritiU-U;'l.1 ~ :f~rvti()..V~ . (SEAL) Catherine M. ongacr We, the undersigned witnesses, in the presence of the above-named Testatrix and in the presence of each other, did hear Catherine M. Longacre declare the foregoing to be her Last Will and Testament and did witness the signing of the same by h LAW orne.. LANDIS, MciNTOSH a BLACK CAftU.U:. 'II:HNSV&.VAHIA ,t,":_ ,~;. Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Pelllloner(s) above.nemed swear(s) and efflrm(s) that Ihe slalements In Ihe foregoing Petlllon are lrue and correct to Ihe best of Ihe knowledge and belief of Pelllloner(s) and Ihel, es personal represenlallve(s) of the Decedent, Pelllloner(s) will well and truly odmlnlsteJ-/he e~1 Ie accord~n~o law* .- Sworn to and affirmed and subscribed {/~~ /~O--<J "'~ 6t'h before me this _day of lU'IHL 19 99 (h~d:;(.J .1..\ (l.Jv\,\\.OJ'~ IK(,L\tJr'~'flA-vt1f~ }I-' Ml\HY C. Ll:.WIS J- fr../) 11 ,~,,, )'/7 (' fJ (I DECREE OF REGISTER Estate of Colherlne M. lonOBcre also known as Deceased No. J-/-q5J7I3 Social Security No: 160,05.1999 Dole of Deeth:March 27. t91)9 11_n AND NOW, L.:.....I , 19.22..- , In conslderallon of the Pellllon on the reverse side hereon, sallsfaclory proof having been presented before me, IT IS DECREED that letterslXl Testamentary Cl of Admlnlslrallon {(C,U., d.bn,c.l.: pandonl" 11I0; dUllnlu IIb_onlla; dUlanla mlnorial.) are hereby granted to Audrel' Chaslnin. RlIth Garlllall. nlld ElIlllla Mell In the above estate and thai the Instrument(s), If any, dalerNol'lIlber 4. 1971 described In Ihe Pellllon be admllled 10 probate and flied of record as the last Will of Decedent. FEES letters ..................,................. $ 25.00 Rogi. 0(01".\'1111 Inventory ................................ Other ...................................... Short Certlflcates(s) ............... $ $ $ $ $ $ $ $ ]2.00 Renunclallon .......................... . " :,-,n Extra Pages ( )............... f.T.R. ...................................... JCP Fee ................................. 5.00 Attorney; GeorAe F. DOllAlns. III. ESlIlIire 1.0. No; 61HH6 Address: 27 W. IIIAh 51. Cnrlisle. Telephone: 717 24J.I')O DATE FilED; March 1999 PA 1701J TOTAL ............................s. 42.00 REGISTER 01<' WILLS OF ~ COUNTY OATH OF SUBSCRIBING WITNESS E.MMA. Ru.'1"I~ <S-A(l.M(\rV Mel..... codicil (each) a subscribing wilness to the will presented herewilh, (each) being duly quallOed according to " . law, depose(s)'and say(s) that present and saw the testal , sign the same and that signed as a witness at the request of testpl In " presence and (In the presence of each other) (In the presence of the other subscribing wilness(es)). Sworn to or arnrmed and subscribed before me this day of 19_ (Name) Regisler "'" ("') Q. (Address) \0 I r~ c..l-:J .... ",.'-' 0.:'-4 REGI~'f~R OF WILLS OF ~o."""10CM..4"'O COUNTY '(tATH OF NON.SUBSCRIBING WITNESS Emt>11'o MeLt.... A-N d. R.v..'TH G-1\cP-W\"'" (each) a subscriber hereto. (each) being duly quail Oed according to law, depose(s) and say(s) that ..J-J... \ ""^... familiar wilh the signature of C/lrl\~,..e jIo\, Lo....-'",,.<, , .-IldJ ~ presented herewilh and eodiciI belieye1the signature on the ~ In the handwrillng of ,-;) testat::\(l& of (one of the subscribing wilnesscs to) the that -I1u.; C,4'rI1cs.,.,,,c fo'I. to the best of f1,.c.,',... Lb"'q...c,.... knowledge and belief. (? 'm 1JL Sworn to or arnrmed and subscribed heCore (,;>~ .Q me this 6th day oC (Ng",le) ~ rv '--frG. L \ ~.. . I!~ 'is' l)~--a:c-71LVL>1 I U~ 11~11 , (, ~ ~ujj'll, ,(l .t!tJ;J1 )j (Address) MIIRY C. LI:.WIS eglsler 'u Q.)vyvt.~ ,7'7.5111(1. c.2IA~me)j~ !9cl.eaJ1R.. fJ-/7d/J (Address) ..;..~,.~~',~..,-;',;,~~~;..:.~..;o;:~.;';';';';;".~,F~j~-", ,,::;,~~t l:i" c. , , -- GEORGE F. DOUGLAS, III, ESQUIRE A'ITORNEY I.D. II 61886 DOUGLAS, DOUGLAS & DOUGLAS 27;,..West High St. P.u. Box 261 ClIrllsle, PII. 17013 Telephone: 717-243-1790 Attorney for PllIintlff IN RE: CATHERINE LONGACRE, AN INCOMPETENT IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PA. Orplums Court Division NO. 21-95-713 FINDINGS OF FACT AND ORDER OF COURT C, "Ill AND NOW, this - day of October, 1995, after hearing in accordance with Section 5512.1a of Act 1992-24, the Court makes the following findings: 1. The alleged incompetent person, Catherine Longacre, is an 88 year old individual. 2 As a result of mental illness, the ability of the alleged incompetent person to receive and evaluate information effectively and communicate decisions in any way is impaired to such a significant extent that she is totally unable to manage her medical condition to meet essential requirements for her physical health and safety, and is totally unable to manage her financial resources. 3. Guardianship of the person and of the estate is essential in this case in light, among other things, of the fact that medical care and treatment decisions must be made, that the alleged incapacitated person is the possessor of certain bank accounts and property, and that there exists no advance directives such as a durable general power of attorney or trust. .-".' ,.~" ..... .'" 4. This case requires the appointment of a plenary guardian as to the person and as to the estate of the alleged Incompetent, which guardianship should be of Indefinite duration. 5. It Is further ordered and decreed, that the guardians, Emma Mell, Audrey Chastain and Ruth Garman shall be permitted to serve with a $5,000 bond with them as principals and Western Surety Company as surety and they are held and firmly bound unto the Commonwealth of Pennsylvania in the sum of $5,000 to be paid to the Commonwealth, for which payment they do bind themselves, jointly and severally, their heirs, executors, administrators and successors, the condition of this obligation being that if Emma Mell, Audrey Chastain and Ruth Garman as guardians for Catherine Longacre, or any of them, shall well and truly administer the estate of the Catherine Longacre, an Incompetent, according to law, then this obligation shall be void as to guardians who shall so administer the guardianship and their surety; but otherwise, It shall remain in full force. LIvtORDER OF COURT AND NOW, this ~ day ofOclober, 1995, in accordance with the findings made of even date and following hearing thereon, Emma Mell, Audrey Chastain and Ruth Garman are hereby ppo' ted as plenary guardians of the person and estate of Catheri re, an Incompetent. ]. George F. Douglas, III, Esquire for Petitioners l:' tfJ '..,q <( n_ C'J . . N ) t- e') <.:.J "" : ! ~ .ilL: 08 ~, I ('. ;:, {iJfi: 0: . .!r;~;}~~L _ '~l~,;:;J;~;:~;_;~-::~;:'-}-.:"~:~l;,_i~~,:>:_-,;-,:~';'~' '"' '~-'-!-" -:'. 'T..,- ?;.~I'i~,,::.~~~;,O" ''''~''r'.,., tloutlltDTO, ,ILt: A ~~:"~;':'i'_.'lffl";'I"O""-:fO' tMt."CLoUD iitt~A~:.,t"...",Un taO)ItAYI "'0. 'IIYIC. ~_~f1~(.i;_N"IO'i'CMI'.A -I JUD4MItN1N'Y,--: II t.~~::-j(,-;nlfl'I.&D."I"IT.\'OU.'--: ',_ ,;,: . . 1~I~~~~,~i!;::-A ;'.:'._;--~,~': -', ~':_Afi~,~,~ .' -, - " "? ~ ;.i.,. DOUGLAS, DOUGLAS & DOUGLAS WI DO MI.IIJ':'Cr-~n,f~TNAT' ~H'I ."HI" .1 A TUe "ND co..acteo..." S EP. Z:6~ 199~~~~~~1~''''~ ~~~f'~'\':~~~" J ~~ .,' ~'. ';". -~ . _ __ - '",- ',"i '-'-A;~O';~;~':;;'\~':;~:-~'~":';,',:'~!'~ - ....c..:_.....-"','_;;".,:. 'TO 'i"'c/o!: '-,.;-,.",; "".' ""OAHU. AT LAW "". HIOH .filur I'l 0- .011 .., CARL" LE. ~EN N8VLVAN IA -f701)'0..' -,;<.,,-,> "'''.. ',';...' d. ~ ',' " IN RE: CATHERINE LONGACRE, AN INCOMPETENT IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PA. Orphans Court Division NO. q.5- "11 ?J ORDER OF COURT AND NOW, this 2(, tt.< day of ..Ji~~ . 1995, upon consideration of the within Petition and Its . ttachments, a hearing to determine the competency of Catherine Longacre, shall be held in Court O~z,~ Nt. ,? of the Cumb~rland County Court House, Carlisle, Po., .1995, at :l2.fO/c1ock, -Lt:M. on _ . ! ~ IN RE: CATHERINE LONGACRE, AN INCOMPETENT . . '. IN Tl-IE COURT all COMMON PLEAS or CUMBERLAND COUNTY,I'A. Orphans Court Division NO. r;~R or CUR' AND NOW, this day of 1995, upon consideration of the within Petition and its allachmen s, It Is ordered that Emma Mell, Audrey Chastain and Ruth Garman are hereby appointed as guardians of Catherine Longacre, a mental incompetent. rr'I !5it - trl. " ,~~ ~ fl " ~ . , ,.~.. ., .; , , 'f I- c.;' c::l tj , .':;) l.l 0) ~ E wa~ ;.; c: - -::> ()() Ii , . . . . , GEORGE F. DOUGLAS, III, ESQUIRE ATfORNEY 1.0. # 61886 DOUGLAS, DOUGLAS & DOUGLAS 27 West High St. P.O. Box 261 Carlisle, Pa. 17013 Telephone: 717-243-1790 Attorney for Plaintiff INRE: CATHERINE LONGACRE, AN INCOMPETENT IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PA. ORPHANS COURT DIVISION NO. PETITION FOR APPOINTMENT OF GUARDIAN TO THE HONORABLE, THE JUDGES OF SAID COURT: Petitioners, through their undersigned attorney, petitions Your Honorable Court for their appointment as guardians of the person of Catherine Longacre, and in support thereof respectfully represent: 3. Catherine Lon~acre has been residing at the Forest Park Nursing Home for a period of J..::::....year;. 1. Petitioners, Emma Mell, of 8 Verna St., Newville, Pa. 17241, Audrey Chastain of 1837 Walnut Bottom Road, Newville, Pa. 17241, and Ruth Garman of McClures Gap Road, Carlisle, Pa. 17013, are the natural daughters of Catherine Longacre 2. Catherine Longacre is an incompetent due to Alzheimer's Disease, as is evidenced by the attached report from Dr. Harold Kretzing, which is attached hereto as Exhibit A. 4. Catherine Longacre Is not represented by any guardian. 5. The petitioners are willing to serve as guardian of Catherine Longacre, an incompetent, and have signed a consent attached as Exhibit B to their appointment. 6. Catherine Longacre also has a son, Edward Longacre,of B1oservllle, Pennsylvania, who has signed a consent attached as Exhibit C. .' , 7. No other petition has been filed for the appointment of a guardian for the alleged incompetent. WHEREFORE, Petitioners respectfully request that they, or some other competent person, be appointed the guardian of Catherine Longacre due to her incompetence. DOUGLAS, DO GLA & DOUGLAS - By . ~ George F. Douglas, III Attorney for Petitioner ,-,".- , . " . . BELVEDERE MEDICAL CENTER '. B150 WALNUT BOTTOM ROAD CARLISLE. PENNSYLVANIA 17013 FAMILY PRACTICE ROBERT A. HOLLEN. M.D. HAROLD G. KRETZING. M.D. BRUCE O. BAILEY, M.D. PHONE: 243.115111 September 19, 1995 Attorney George Douglas 27 West High Street Carlisle. PA 17013 RE: catherine Longacre DOB: 7-16-07 Dear Attorney Douglas: Per family request I have done a mental status exam on Catherine Longacre at Forest Park Health Cen- ter. This was done on 9-15-95. Mrs. Longacre has a severe degree of mental incompetence. She has very short-term memory for events in the past. She has no short-term memory for present events. She even has difficulty in comprehending simple instructions: for example, I drew a picture of a clock with the time of 3 o'clock and she could not tell me what time it was. She does not have any abstract reasoning and it is diffi- cult to follow a simple instruction let alone three commands. By this examination I would diagnose her mental incompetent, unable to make rational decisions to care for herself or her finances. HGK:;la cc. Forest Park Health Center ;c;J iAurs, Harold of ~ing, M.D. fXHI /J'T ,. A " ',' . . ... ,,' IN RE: CATHERINE LONGACRE, AN INCOMPETENT IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PA. ORPHANS COURT DIVISION NO. CONSENT TO BE APPOINTED GUARDIAN Emma Mell, Audrey Chastain and Ruth Garman, being duly sworn according to law, depose and say that they agree to serve as the guardian Eor their mother, Catherine Longacre. ~''VYI~ 'JJJ/Jllt- Emma Mell t2-Al~.;C~~~~-- Audrey~ain .It-..";f1G ..h f1 "-"""A1~ I Ruth Garman Sworn to and subscribed beEore me this ~'tdayof~1995. ~P'~L IZj Notary NOTARIAl. SEAl CI!llllCt F. 00tICIW,. NOTM't PIlIIUC CARuStE BORO. CUMBOUHll COUNTY MY COMMISSION EXPIRES Jl/NE 26 1999 ElCt1l1Jff B f Ii j( Ii i, , . . . ," ',' ',' IN RE: CATHERINE LONGACRE, AN INCOMPETENT IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PA. ORPHANS COURT DIVISION NO. CONSENT TO APPOINTMENT OF EMMA MELt. AUDREY CHASTAIN AND RUTH GARMAN AS GUARDIANS Edward Longacre, being duly sworn according to law, deposes and says that he is an adult individual residing in B1oservllle, Pennsylvania, and that he is the son of Catherine Longacre, and that he consents to the appointment oE his sisters, Emma Mell, Auc!rcy Chastain and Ruth Garman, as guardians Eor Catherine Longacre. e,~{,tJ t(A r:( Edward Longacre Sworn to and subscribe tc:, II ~Of Notary NcCaria' Seal MIa M. Cox.Nolary NlIc ClrIsle Bora. ClIllboMnd CtXJ1IV My~Exjae:JJuIy 14. H197 ElClf/.wr c.. -. '<\( '~UlU 1st '~;~~1!1 ~-:I- --i" " If '(, . ~- ,.,,,,,." .,_..- ;f,'. GEORGE F. DOUGLAS, III, ESQUIRE ATTORNEY I.D. # 61886 DOUGLAS, DOUGLAS & DOUGLAS 27 West High St. P.O. Box 261 Carlisle, Pa. 17013 Telephone: 717-243-1790 AUorney Eor Plaintiff IN RE: CATHERINE LONGACRE, AN INCOMPETENT IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PA. Orphans Court Division NO. 21-95-713 I~~ OF CO AND NOW, this II--day of 1998, upon consideration of the within Petition and its aUa nts, it is hereby ordered that the $5,000 bond requirement placed on guar ns, Emma Mell, Audrey Chastain and Ruth Garman in a previous Court Order, is hereby waived as to the guardianship of Catherine Longacre, a mental incompetent. . J. GEORGE F. DOUGLAS, III, ESQUIRE ATTORNEY J.D. # 61666 DOUGLAS, DOUGLAS & DOUGLAS 27 West High St. P.O. Box 261 Carlisle, Pa. 17013 Telephone: 717-243-1790 Attorney Eor Plaintiff IN RE: CATHERINE LONGACRE, AN INCOMPETENT IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PA. Orphans Court Division NO. 21-95-713 PETITION FOR WAIVER OF GUARDIANSHIP BOND TO THE HONORABLE, THE JUDGES OF SAID COURT: And Now, comes the legai guardians, Emma MeIl, Audrey Chastain and Ruth Garman, of their Mother, Catherine Longacre, through their attorney, George F. Douglas, III, to hereby request Your Honorable Court to waive the bond requirement for the following reasons: ~~ ~t 1. On October 6, 1995, a hearing was held in the Cumberland County Court House, Court Room No, 3, concerning the guardianship of Catherine Longacre, an incompetent. 2. At the said hearing, the three daughters of Catherine Longacre, Emma MeIl, Audrey Chastain and Ruth Garman, were appointed her legal guardians by a Court Order. 3. It was Eurther ordered and decreed, that the guardians, Emma Mell, Audrey Chastain and Ruth Garman should be permitted to serve with a $5,000 bond with them as principals and Western Surety Company as surety and they were held and firmly bound unto the Commonwealth of Pennsylvania in the sum of $5,000 to be paid to the Commonwealth, for which payment they did bind themselves, jointly and severally, their heirs, executors, administrators and successors, the condition of this obligation being that if Emma Mell, Audrey Chastain and Ruth Garman as guardians Eor Catherine Longacre, or any of them, should well and truly administer the estate of the Catherine Longacre, an incompetent, according to law, then this obligation would be void as to guardians who should so administer the -[ [~: 1 guardianship and their surety; but otherwise, It should remain In full force. A copy of the bond Is attached as Exhibit A. 4. All assets, with the exception of the incompetent's last $2,000, have been disbursed, and there are no further assets for the guardians to manage. A copy of the check register Is attached hereto as Exhibit B. 5. It is respectfully requested of Your Honorable Court that a renewal of the bond is no longer required as a condition of the guardianship. WHEREFORE, Petitioners respectfully request that the bond requirement be waived as to the guardianship of the incompetent, Catherine Longacre. D~O~DOUGLAS By p, 11.11- 14 George F. ouglas, 111 Attorney for Petitioner Affidavit This verification Is made pursuant to Pa.R.C.P 1024(c) by counsel for the Petitioners. To the best oE the signer's knowledge, Information and belief, the foregoing Is true and correct. ~~~,~~ . , George F. Douglas, III Attorney for Petitioners . 1 i i , , I i 1 I I , I i I ,1 I , ~ ' , , ! ' p.l (J ! i 'I' i "' i ') ! , I "'1 't " , I" :1 117/IU/u 11:1111 PAX 7177011888 ACORDIA NORTHEAST .. . D~~ . . ~onb ftnb ~uCtl!' 'for ~uarblan Bond No. 60752817 n"'s "'TS T ,Emilia t. Mall &. Ruth E. Garman & KNOW ALIJMl!.N bYTHI!SE pof.".LO E., . h.L....'.,-....'...........I.".'..'...............,.--,...."...........,...-...-...........---.. u,..~~~F_~,;("t1!1..~....5!J..~.!.~.~..!~...........................0I.AS prlneJpa1ls} and ......~.~.~t..t;~...!i.H.J;\.~.'IJ...~Ql1.V.~~"._........................... . ' .....,.."..................."...._........."......1...............................................................................................................................................................10...._. .'1 IUlely (aur.llcl) ~re hlld and linnly bound unlO the, Commonwenllh or Pennsylvania In lhD surn oC Hf..~.1l,Q;:::Ii,ll,g"',p..\\n,!L................H......,.:....."."............-" dollar. ($ 5 ,,000 . )10 be paid 10 !he Commonwullh, , ' ror which plyment we do bInd uUrsC(VCI, Jolnlly and SlIverall)', our heirs, excculors, admlnlslralOl'I ouui SlICl:CllOrs, 1110 eondlllun or Ihll oblllll/on bolna lhallr .....~!!!I!I,~.."\5..'I....t.!!i!!J.,H,~..~.~~h,,H*.......'g,~?:.!!!!!,!L.~....................._H......... "',Au~,t;,Q.Y,...l:I,',.,.~l1.O'Il!.;,Q,I.,!l.,;..._'HI.......... as (llIIle Ciduclary c~plcIIY)....,if.g,!n.j;,:S!l:\~H"H'!.t~!!~........,"H..,...H~,_.....,' ......"....."..........................,.................--.................................................--..-......"......-..-.....................-................-..........-...................... tlu: ell." or ...........g~.~.h~,~.~!'l_~.....~.~,....lt.2.~Ji(.~.9.~.~............................,..................................-............,....................'.'_b.,HHm<<. or any or thcm. Ih~1I will and LNly ad.nlnlsler the CStAte uccord!na 10 law, then lhll obligation ehall ~ void 15 to thl IUlldlall or 6unrdlllRl who eh';Ulo admlnlllcr the eSlatc anllhl~ Dr their lu~t)' or lurtlle.; but otherwise Ilshall remlln In run rOler. Slanod Ilnd Icaled thl'.,........"..t!j?~.........._...,... dDyor.....~=.~.~,~!:.7..............................._...., i 9...~.?t c."hlnt.endlna 10 bi llanlly bound ht~by. y,._~,.&,:2n.dJ!............,_'H'..'(S..J~'/... . 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' ~M 11/5' :,'3 'i'o '7 :Jel II. -- {f> JI __ OJ In, .A , ,'hi '/.f' :7J66 29 ,(~ ~,9; 1'1 - ";.:.:4' 7:J, ,,~ 8117 ~? ;l.G.~ I ~~:.9. !'J'...1i U '-t-. .' )1~_. '1I'.L. "- 3'1?~ .39 . .-..:....( t,. (J J- '7W ~ " .1(7'0 ,3't :.1(..5 I l....;:- .('~~ I! ,," I)..." ~J ,~:) /~ ~I'.~ b"" ;;'0'1 , ).7 ! rOlrl' It AA' ,. j b. {,J r ),11 I... 'J IlA 6 (J(J .. 13.'1'-1' I L~"h...;-r- , ~71. " :..; "7(-li ('0 :.'. ~o~' . . 'lo, :'1'? Ii :7:3'il 00 ~-',,~ ~c ..... 0', ',.~ ... ,,- , - I ..: 'r:- f .,oJ',.j r- A, , A/ (. b ~:-.!.'I'tri(G "'- ~'tc.i'~.t '7 " .j Jr.. t k I' t j;;! t locI c .I, '~L(,'~C 788 (,t' " ." , ! .~, ,..,..,,, -i"-::;.,",,;,'_:~.~"",-?"f;,,,:,.-:.tfT ,_. ~' ... IN RE: ESTATE OF CATHERINE M, LONGACRE : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY,PENNA. : ORJ>IIAN~COURT DIVISION : NO, ,,')}--, 5 - 'r 13 , ()~RDER ANDNOW.this-IO dllYo ,199B.lhe Petition to Sellle this Insolvent Eslllte is lIpprovcd, and Aud Chllslllin. Ruth Gamum and Emma Mell are hereby dlschllrged from their dlllles as Executrices of Ihis E.~tate. .. ... ' IN RE: ESTATE OF CATHERINE M, LONGACRE : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY,PENNA, : ORPHANS' COURT DIVISION : NO, PETITION FOR THE SETTLEMENT OF AN INSOLVENT ESTATE TO THE HONORABLE, THE JUDGES OF SAID COURT: Audrey Chastain, Ruth Gannan and Emma Mell, Executrices, through lheir aUomeys, Douglas, Dougla~ & Douglas, respectfully represent: I, Catherine M, Longacre. age 91, who resided at Forest Park Health Center, Carlisle, PA 17013, died testate on March 27,1999, 2. Letters Testamentary were granted to Petitioners on April 7, 1999. 3. The only nssets in the estale were as follows: Farmers Trust Company, 50 forward ehecking account 3740564798 Refund on Funeral bill Farmers Trust company, Classic checking account No, 0001271733 Total Assets $1,800,00 $2,903.55 $ 120,29 $4,823,84 4, The following expenditures have been made by the three heirs/executrices on behalf of the said Calherine M, Longacre: Ewing Brothers Funeral Dickinson Presbyterian Church, funeral men I Nell's Mkt, funeral meal Country Butcher Shop, funeral meal Douglas, Douglas & Doughls, atty, Fee Register of Wills, probate fee Evening Sentinel, ad v, Cumberland Law Journal, adv, Register of Wills. filing insolvent relum/inv, Register of Wills, filing Petition Total Expenses: $6,646,66 100,00 28,95 105,00 750,00 42,00 113,54 60,00 23,00 9,00 $7,878,15 RECAPITULA TION Total Assets: Total expenses: TOTAL NEGATIVE BALANCE $4,823.84 $7.878,1 S -$3,054.31 ~", ~,,'.r'~?:,~.- .-:"-lliJ'tV";iifpjr.~,..~'r14'~';M1JI~~~'iIl'" ... . I -, S. As sel forth nbove, this Is nn insolvenl cst ute, ullll no Inherltunce luxes were puld 10 Ihe Commonwenlth of Pennsylvunlu, us is evldenccd by the Notice of Apprulscmenl aUuched herelo from Ihe Inherltunce Tnx uUlhorities, 6. All expenses over undubove lhe IIssets IIsledubove were puld from the personul funds of Audrey Chastain, Ruth Onnllun und Enllnu Mell, executrices herein. 7. In Purngruph Third of her Ltl~t Wlllund Testlllllcnt, lhe dccedent hequeulhedlhe residue of her eslute 10 her four children, Audrey Chll~luin, Ruth Ourmun, Eml11u Mell and Edwurd Longuere. Edwllrd Longucre predeceused his mother In April. 19911, WHEREFORE, your Petitioner pruys thut Your Honoruble Courtllpprove Ihe closing nod seUling of this estule ll~ sel forth herein, undthullhe snid Executrices, Audrey Chuslaln, RUlh Ourmnn nnd El11l11n Mell, be dlschurged fromlhe dulles of their nppoinlment. Douglns, Douglns. & Douglas By ~ r:. ~erv.- ']E: ( AUomey for Petillo ler '., ,\ ...... . . 'I' COMMONWEALTH OF rENNSYL VANIA COUNTY OF CUMBERLAND Audrey Chllstllln, Ruth Ollnnllllllnd Enlllll1 Mell. Executrices, being duly sworn uccordlng to IIIW, depose IInd sllY thlltthe IIVermenls of the within Petition ure true und corrcctto lhe best of IIrnanls' knowledge, Infomllllio/)l~ ~J5' lM"d~~ ~n ~ ~o.~ RUlh Ourmlln ~ m~i/ Emmu Mcll Swomlo and subscribed bcl'ore me Ihis, < (,. dllY of Tf'~' , G1,-<-\M. ~v I NOlllry, '., . -, .-, , 1999. Nolallll SUI i, , _II. eo.. NotI/J Public CIlItIt IIorou&Il. Cumbelllnd County M COllIlIIiSSIon 1'lIIm JuI 14, 2001 " J.- J::: ~l ,'.: ,,-' ~." ~ ;:; ~~, .;~ ; , E ---- ... l1<i'/, ii' i t ~ 1 ~. i ? ^ CERTIFICATION OF NOTICE UNDER RULE 5~6(a);Ii.i1 12 r J :5<1 Name of Decedent: Catherine M, Lonuacre Ck;, (;I.iIL: i';l Date of Death: March 27, 1999 Will No,1995-00713 TO THE REGISTER: Admin. No. I certify that notice of (beneficial interest) estate administration required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the Eollowing beneficiaries of the above-captioned estate on April 12, 1999. Name Address Emma Mel!. 8 Vema St.. Newville. PA 17241 Ruth Garman. 575 McClures Gap Road, Carlisle, PA 17013 Audrey Chastain. 1837 Walnut Bottom Rd.. Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5,6(a) except. None Date: April 12. 1999 ~ F. ~'!1r Signature Name: George F. Douf,llas. 111. Esquire Address: 27 W. High St., Carlisle, PA Telephone 717-243-1790 Capacity: x Personal representative Counsel for Personal Representative. G ~ .. IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the decedent's will, If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA, In Re: Estate of Catherine M, Longacre, deceased, Estate No, 1995-00713 (Name and Address) TO: Emma Mell, 8 Vema St" Newville, PA Please take notice of the death of decedent and the grant oE letters to the personal representatlve(s) named below: Emma Men, 8 Vema St" Newville, PA 17241 Ruth Gannan, 575 McClures Gap Road, Carlisle, PA 17013 Audrey Chastain, 1837 Walnut Bottom Rd" Newville, P A 17241 ~ rJ ~ ~~ ~f The Decedent, Catherine M. Longacre died on the 2:1h day oE March, 1999, at Cumberland County, PA. :7J -, -' The Decedent died testate (with a Will); The personal representatlve(s) of the Decedent are: (Name, address and telephone number) 1"-' ',' t.1 ,'r, ~. .. Emma Melt. 8 Vema St.. Newville. PA 17241-717-776-3589 Ruth Garman. 575 McClures Gap Road. Carlisie. PA 17013 - 717-243-0496 Audrey Chastain. 1837 Walnut Bottom Rd.. Newville. PA 17241-717-776-6084 If the Decedent died testate, the will has been filed with the O[[ice of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, P A 17013. Phone No. 717-240-6345 If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345 .. A copy oE the Will or Petition may be obtained by contacting the Register of Wills and paying the charges Eor duplication. Date: April 12, 1999 signature~ p, ~ 1!r Name: George F. Douglas, III, Esquire Address: 27 W. High St" Carlisle,PA 17013 Telephone (717) 243-1790 Counsel Eor personal representative ,> . . , IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERlY FROM THIS ESTATE OR OTHERWISE. .. 'j ! "! Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws oE Pennsylvania, BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA, In Re: Estate of Catherine M. Longacre, deceased, Estate No, 1995-00713 (Name and Address) TO: Ruth Garman, 575 McClures Gap Road, Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below: Emma Mell, 8 Vema St., Newville, PA 17241 Ruth Garman, 575 McClures Gap Road, Carlisle, P A 17013 Audrey Chastain, 1837 Walnut Bottom Rd" Newville, PA 17241 The Decedent, Catherine M. Longacre died on the 27'h day oE March, 1999, at Cumberland County, PA. The Decedent died testate (with a Will); The personal representatlve(s) of the Decedent are: (Name, address and telephone number) Emma Mell. 8 Vema St.. Newville. PA 17241-717-776-3589 Ruth Garman. 575 McClures Gap Road. Carlisle. PA 17013 - 717-243-0496 Audrey Chastain, 1837 Walnut Bottom Rd.. Newville, PA 17241-717-776-6084 If the Decedent died testate, the will has been filed with the OfEice oE the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, P A 17013. Phone No. 717-240-6345 If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the OHice of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, P A 17013, Phone No. 717-240-6345 . A copy oE the Will or Petition may be obtained by contacting the Register oE Wills and paying the charges Eor duplication. 'Date:Apri112,1999 Signature ~ ~~. '!1r Name: George F. Douglas, III, Esquire Address: 27 W. High St., Carlisle,PA 17013 Telephone (717) 243-1790 Counsel Eor personal representative _,I', " IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM TI'IIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be detennined wholly or partly by the decedent's will, If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISrER OF WILLS. COUNTY OF CUMBERLAND. CARLISLE, PA, In Re: Estate of Catherine lvi, Longacre, deceased, Estate No, 1995-00713 (Name and Address) TO: Audrey Chastain, 1837 Walnut Bottom Rd" Newville, PA 17241 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below: Emma Mell, 8 Verna St" Newville, PA 17241 Ruth Garman, 575 McClures Gap Road, Carlisle, PA 17013 Audrey Chastain, 1837 Walnut Bottom Rd" Newville, PA 17241 The Decedent, Catherine M, Longacre died on the 27'h day of March, 1999, at Cumberland County, PA, The Decedent died testate (with a Will); The personal representative(s) of the Decedent are: (Name, address and telephone number) Emma Mell. 8 Verna St.. Newville. PA 17241 717-776-3589 Ruth Garman. 575 McClures Gap Road. Carlisle. PA 17013 - 717-243-0496 Audrey Chastain. 1837 Walnut Bottom Rd.. Newville. PA 17241-717-776-6084 If the Decedent died testate, the will has been filed with the OffiCE; of the Register oE Wills of Cumberland County, 1 Courthouse Square, Carlisle, P A 17013. Phone No, 717-240-6345 If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345 . . . A copy of the WlII or Petition may be obtained by contacting the Register of WlIIs and paying the charges for duplication. Date: April 12, 1999 Signature~,. p, ~t.. 1!! Name: George F. Douglas, III, Esquire Address: 27 W. High St., Carlisle,P A 17013 ,Telephone (717) 243-1790 ! Counsel Eor personal representative -'-;. E - CERTIFICA'l'lON OF NOTICE UNDER RULE 5. 6l!!J. Name of Decedentl D. I.ESTER WEIDNER Date of Deatlll SEP'fENBER 12, 1998 Will No. Admin. No. 1998-00932 To the RegisLen I certIfy that notice of beneficial interest r~quired by Rule 5.6(nl of the Orphans' Court Hules was served on or mailed to the following beneficiaries or the above-captioned estnte on APRIl, 8,' 1999 I Name Address 3 KINGS WOOD DRIVE, ~IECIIANICSBURG. PA. 17055 VALERIA A. WEIDNER R.D.I2, BOX 342, LAKE ROAD, MILLERSTOWN, PA. 17062 11, NARTY CLOSE ROAD, GLENNOORE, PA.' 19343 19 SOUTIINONT DRIVE, ENOLA, PA. 1702'5 Notice has now been given to all persons entitled thereto under Ruie 5.6 (a 1 except for thu ExuclItrix who i9 t1", primurv bubufic1urv. Thu ubovu-num"d ur" u11 childr,,", "nd SpOllSU. Datel . I /. /~~ \ ' . 'f ,',,\ (Ill'.),...,.,!..-/' Signatute ' . ( A lllH I A. 1000 NametOBER'f E. NYERS , ESQUIRE ['-. Address 100 YORK ROAD NEW CUNBERLAND, PA. 17070 ("' r f'l ~ Telephone(7171 774-3163 Capacity. Personal Representative X Counsel for' personal representative i). ;J\ ;. ;~~ :; (..)t.: z o 1= ~g 1-"0. :IE o u REV-15001t:;-6" -t, INHERITANCE TAX RETURN RESIDENT DECEDENT ..."......"..'.1N5UL.1/ NI t;OMMOt iWI"l'lVAfjlA OCIIAIUMUn Of IlI,VWul; IllI"1 1G0601 IIAItRISOURO f1A t1l18OtWll DlcrOl,..I', NMt( (lASI, flIlSI, AND j,A'DIIt lltlll''''I'''' .b1....lAoKt I, 1",.all .~'" ffi III () w c C II h c r M. I. 0 II II n c II c r c OI'I\:~ UUUM'r rlE NUMUrn ;J. I CUi tOlHTY(oor UN' U 7 3 SOCIAL !.IeURt'" Jolllt.lllA OAt( Of Dr'-Ill n J II 7 II I) OAIIOf DIRIH n 7 II .... U U -s -I I) I) I) I) I) (, II I) U 7 11115 IIUUIIN MUSI liE ruo III OUl~ICAIE WIlIlIIIE REGISTER OF WILLS 03 ftemDlfwJclRelurn fUIDf".I'I"alll)U'll 05 fudtllltlE&lale r.. Relum RequlletJ _ 8 T 0101 , 'urnool of Safll OepoSlt Ooltes D 11 (fuchoo10 10,unde'Soc 9113{A)I""",",01 MATION SHOULD BE D1RECTE TO: PA 17UI3 OFfICIAL USE ONLY U U n n i 4 " , n I J '.'-' I I. ........ ,. I' 4 , 8 ,2 :3 !:8 4 ,I . S U 7 " 8 4 S . I) s - :3 I () 2 2 . I 1 . , ...',..,...~ ... ..~.....~ I () ',.iO '() :3 , () i2 !2 i 1 ;1 , 'I () f,IO ,() ;J, , " ; 'r, ..: ~..i~A,"'~.'"<!.,, (); () i() . I ,n :. () () 4..-c'. _~~._,' ;," I'A I7UI] DAlE Ma\'12,1'}1)1) DAlE Ilf APf\rCAlllI15UNVIVlHJ5POuS('SNWr II~st.'IRSI.AND""'OI.llL 1",rlAll WC~ ~ICURlrr Hut.lIER I!! ~I~ I 00 1 Original Helurn 0 2 SL4'~emenlal Heluln o 4llmlledE&lale 0 48 rulu.olnlere~IComPfolMtllU'old"lh"""lIUI o G OKeOOnlDlCd 'u$lsle CAllWlcOflrollW) 0 7 Dec~nl M.llnlolnoo a living 1fUs11AIIIdtC"f'Jot fr\llll o 9 llhgahon PIOCeed1 Rece",ed 0 10 Spousal Povellv CledllllUl.efd..lhbll*r<<lll )1 ll.... I-I ~l THIS SECTION MUST BE COMPLETED, ALL CORRES ONDENCE AND CONFIOENTIAL TAX INFO UAM[ COIN\ETE IMltllG AOOnESS Geor 'C r, DOli las III Ese lIire 27 W, High 51. flllM IlAr.E (I Aj>p1cJb"1 DOll'las DOli 'Ins & DOll 'Ins 1'.0, Box 21i1 'ElEPHOIIE'lUMBER 717-2- Cnrlislc 1 Rool E,lolo (ScheOJl. A) 11) () .Il .'" 2 Slock, and IloM (Schadulo 01 12) () .() 3 Closett Ifeld COfpolBloo, Parlnelship Of Sole Pu:plleIOl&hlp 13) Il .() 4 Morlgogo. & Nola. Roce<vabl. (Sell....l. D) (41 0 .Il 5 Cash, Bank Oepostls & Mlscenancoos Pelsanal Plopelly (5) 4 I K 2 3 . K Z ISeheds~ E) 0 6 Joonl~ Owned Pr~ll, (Selledl.~ F) (6) () .0 ~ 7 Inlel'Vrvos TransfelS & Miscellaneous Non.P,cbalo PI~lly 17) E (ScI"""~OOll) 8 Tolal Gloss Allols (Iolal Lme, 1.7) (8) 5 9 Funeral r.pcnscs & Atirmnisllallve Costs (Schedule tl) 19) 7 , K 4 S . I) ~ 10 Dobl. 01 Decedenl, MoilgogollOb<hh.., & lIOn. (SchcdJlo I) 110) () .Il 11 10101 Dedueholl. Ilololl,,0.9& 10) 111) 12 Uol Voluo 01 E.t.lo Illno 0 ,,'"us l,ne III 1121 13 Chatltable and Governmenlal Oequosls/Sec 9113 Tlusls 101 whIch an IJlocliOlllo lax has nol been (13) m.do (SchoW'" J) 14 Nol Vulue Subjoct 10 Tax (line 12 mInus lino 13) 15 Amounl of line Ulaxable . allhe spousallsx fale , , See msltuchOllS 00 ,evels8 side lor 8wtICable pclcenlano 16 Amounl of lIne 141axable 816%181e , , .' 17. Amount olllno 14 laxabld al15%fale " 18 Tax Due .' (14) X ,0 (15), X 06 116) X 15 (17) (181 19 Decedent's Com lete Address: STREET ADORESS OrY STATE liP Tax Payments and Credits: I, TILl Due (Page 1 line 18) 2, CradlslPeyments A. Spousal Poverty Credil 9, Prior Payments C, Diseounl (1) 0.00 3, InleresllPenally If eppliceble D,lnlefesl e, Penally TolalCre<ils (A +B +C) (2) 0,00 T OlallnleresllPenelly ( D + E ) (3) 4. If line 21s geeler then line I + line 3, enler the dilference, This Is the OVERPAYMENT, Check box on Pege 1 line 1910 request e relund (4) 5, If line 1 + line 31s geeler then line 2, enler the dilference, This Is the TAX DUE, (5) A. Enlef the Inleresl on the lax due, (SA) 9, Enlar the lolal of Line 5 + SA, This Is the BALANCE DUE, (59) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Old decedent make e transfar and: Yas No a, ralaln tho usa or Incoma 0' tho property trens'erred; ....,................,......,.............,......,........,0 00 b. retain the right to designata who shall use the property transferred or Its Income; ,..............0 00 c, retain a reversionary Interest; or ..........,........,..................,........,..,..........,..,..,......,..............0 00 d, recelva tho promise 'or life of either paymanls, benefits or care? ,..,................,..,.....,.......,..0 00 2, If death occurred on or before December 12. 1982. did dacedant wilhln two yaars precadlng death transfer property without receiving adequata consideration? If daath occurred after December 12, 1982, did decedant trans'er property wllhln one year of death without receiving edequale consideration? "...."..", ',.."""......,............", ......,..,...."..""""" "".."'..",.....0 00 3, Old decedent own an "In trust '0(' or payable upon dealh bank account or security at his or har death? ..,..,...............,..............,......,..,............................,..,..............,..,....,............0 00 4, Old dacedent own an Individual retirement accounl, annuity. or olhar non-pro bale property? ....0 00 0,00 0,00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P.S, ~9116 (a) (1,1) (') provldad for the reduction of Iha tax rala Imposad on Ihe net value of transfers to or for Ihe use of the surviving spousa from 6'll> 10 3% for dales of daath on or after JUlY 1. 1994 and bafore January 1, 1995, 72 P,S, ~9116 (0)(1,1) (II) provldad for tho reducllon of the rate Imposed on the net valua of trans'ars to or for tho usa of tho surviving spouse 'rom 3% to 0% for dates 0' death on or aftar January 1, 1995, Tho stalula does not exampt a trensfer to a surviving spousa from tax. and Iha slatutory raqulraments for disclosure 0' assals and filing a tax raturn ora sll/l applicable evan If Ihe surviving spouse Is tho only baneficlary, FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Plaase answer the 'allowing quasllon by placing en "x" In Iha appropriate space, Old tho decedent create a truet or elmllar arrangemanl which I. soley for the surviving spouse's benefit for his or har enllre lifetime? Yes 0 No 00 If you answered yes to tho ebove quasllon. tho lax on tho trusl or slmller arrengament is poslponed unlllthe death of Ihe second spouse. at which lima It will be 'ully taxabla at the rate(s) appllcabla to tho remainder baneficlary(les), Enter tho valua 0' the Irust on Schedula J, Part II, In ordar to remova It 'rom the calculation of the tax duo In this estata, You may wish to fila Schadula 0 In order to maka the alectlon avallabla under Section 9113, If the elacllon Is made, the Irust or similar arrangement Is taxed In the estata 0' tho first dacedant spouse, the portion 0' the Irust or similar errangement which banefits the surviving spouse Is laxad 01 tho zero tex role, and lha remalndar Is taxed at the rala(s) applicable to tho remalndar banaficlary(las), If you choose to maka tho elacllon, you must attach Schedule 0 to a tlmely-fiIad tax relurn, along with Schadule(s) K and/or M In ordar 10 show tho apportionment of tho Irust or similar arrangament betwaan the surviving spousa and the ramalnder beneflclery(les). NYoIMlrx.fll'l COMMOhWEAlni OF PENNSY1.VANIA INHERIT ANte TAX RETURN RESOENT OEceDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC, PERSONAL PROPERTY ESTATE OF FILE NUMBER Calhartna M. Lonoacre 0713 Include Ihe proceeds 0' LI"lallOll and lIle dolelhe proceeds "Bfe,e':l""ad by lhe e.lale All proporly jOlntly_nad ",Ih Ihe IIghl 0' aurvivorahip mu.' be di.closad on Schedule F, ITEM NUMBER I. DESCRIPTION Fanners Trust Company, 50 fonvard checking account 3740'64798 VALUE AT DATE OF DEATH 1,800,00 2, Refund. funcml bill account 2,903.5' 3, Fanners Trusl Company, Classic Interest Checking 0001271733 120,29 TOTAL (Also enler on line 5, RecepltuleUon) S (If more space la needed. Insert addillonalsheels of the same slze) 4 823,84 '~~"'-''''''''~''''''''''~''''-;r._''":"",,,____'''''-"'' j=~~',,,',,,,~,,.,,,"O"'..c__'.'~__'u__ - - - - -,---r~---- MYotlUP-t,..t1 "",,-"'..".'."':""""'I-'-"-'."'~ f,,; COMMONWEALTll OF pfHNSlI.VANIA INHERITANCHAXRETURN RESIlENT OEceDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Catherine M Lonoacre FILE NUMBER 0713 Debta 01 decadent muat be reported on Schedule I, ITEM NUMBER A. DESCRIPTION AMOUNT I, 2, 3, 4. FUNERAL EXPENSES, Ewing Brolhers Funerol Home Dickinson Presbyterian Church, meal after funeral NeH's, meal after funeral CounllY Butcher, meal nfter funeral 6,646,66 100,00 28.95 105,00 B, ADMINISTRATIVE COSTS: I, Personal Representative's Convnlsslons Name of POBonal Rep<..enIaINe (.) Social 5ecurily Number(.)' EIN Number of Personal Repr..enlelNe(.) 511eet Addre.. CIIy 51.le Z" VeaJ(') Commis.ion P.id, 2, Alloll1eY Fees Douglas. Douglas & Douglas 750.00 3, Femily exemption: (II decedonr. addI... i. ""llhe ..me.. claim.nr., .1I.ch explanahon) Claimant Streel Adae!! CIIy 51.le Z" R.I.liOll.hip 01 Claimanllo Oacedcnl 4, Probale Fee. Register of WlIIs 42.00 5, Accounlan', Fees 6, Tax Return P,epare(!1 Fees 7, Evening Sentinel, advertising 113,34 8, Cumberland Low Journal 60,00 TOTAL (Also enter on line 9, ReeapitulaUon) $ (II mOle spacets naodad. Insert additlonsl shaels of the same siZe) 7 845,95 MVIIUII.CI-I'J SCHEDULE J BENEFICIARIES COMMONWEAlTH OF PENN$nVAHII INHEJll1ANCE TAX RETURN RESDENT DECEDENT ESTATE OF FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVIND PROPERTY I. TAXABLE DISTRISUTlONS (include oulrighl spousal dlS~IbUtionl) I, Audrey Chaslaln 1837 Walnut BOllom Rood Newville, P A 17241 2, Rulh Gorman S7S McClures Gap Rood Carlisle, PA 17013 3, Emma Mell 8 Vema 51. Newville. PA 17241 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trullee(e) OF ESTATE doughier 1/3 doughier 1/3 doughier 1/3 II, ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET NON.TAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE I , I I II I, I I. I, B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I. , TOTAL OF PART II - ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE S (II mOfe apace II needed. Insert eddilionel sheets 01 the IBme size) 0,00 . \.' ...;.-...."r-...._'-~...,. ,.".....~-_._- ,..,'~."',.__.-- ..'- i, Financial Trust ~ ^~~~ AlMON .I, ";" / I I" I; ,. TODAY WI! RI!DUCI!D YOUR BALANCI! A8 DI!8CRIBI!D BI!LOW: MISCELLANEOUS DEPOSIT ACCOUNT, DEBIT DATI ./ I (',. /., '1 i i' ! _ Tlu.eA STAM,. AMOUNT I ,[ I, (' ,I d ~ E i t , '~.'. :'~.' ~'..' ~.... /.. .. .3 1./ :r;(., 'f70 , AUTHOAIZIO llOHATlJM ACCOUNT NUMBER I '7 ' . ,0( I 7 ;, ~ I. ,\ , , '- " , .- ....' j' :$ I / ;; r.-:i,) ,0--> . , ;:1 ,,_- \,_ \. . . i', .~ c: . \ \ '..: 1 J :I~a~~!~~c~~~~~ Pnge I of2 Depflsit Statement Mnrch 26. 1999 to Arr1l26. 1999 - 1."11I11.111"",,11.,11,,.1.11.1...1,.11.1..,.1..1.1.,.11..1 EMMA I ME!.!. ANI> RUTIJ GARMAN GUARDIANS I'OR t'ATlJDRINE M I.ONGAt'lUl 27 W IIIGII ST CARLlS!.E PA 17f113 Number of Slnlemenlllncl(lsures: 4 I'or Inlhnnntl(ln regnrdlng this stntement, cnll: 717.24,1.3212 Personal Billboard AS T1111.YEAR 20tHI DRA W~ NEAR,P!.EASE BE A WARE 01' TilE INCREASEI> POSSIBII.ITY 01' SCAM ARTISTS WIIO MA Y I'n.Y TO OBTAIN YOuR ACCOUNT NUMBER WITII ANY NUMBER Oil PLOYS, IF YOU HA VE ANY OU~~T10NS~PLEASE CONTACT YOUR Rl!I.A TIONSHlP BANKER, COMMUNITY OI'I'ICD OR CAL OUR YEAR 2UllO IIOTI.II'IE AT 1-nRR-524.2IHlfI, Classic Interest CheckinK Account Tille Account Number Emma I Mell And (H101271733 B~~/"'tI", BI"I"~t DtllfJlill Numb,r Ame",,,' m,/IlI'IIlt'dlt ^~"""tr .1"lCmttJ Fttt I"'trt,, ('Irld Eltlfl,'1 Bd/flll(~ $2.153,34 $0,(10 4 $2,033,95 $CI.OO $CUII) SI20,29 Amount 0,90 Deposit Transactions Descrlpllon INTEREST Amount Number 211,95 207 Date 04-06 Checks Amount Number 1lI5.00 2011 Date 04-12 Amount Number 100,00 209 .4" IUltrlJk rJ '",/ltaltllt t'r,d In ,"uk 111111,htt Ufl/tllt'l!. Other Withdrawals Dlle M-07 Amount I,Rflll.lH) Description MISC WITlJDRAWA!. Dlle 03-26 Amount 2.153.34 Dally Balances Datc Amount 04-lJl 2.124,39 Date 04-lJ6 Amount 2,019,39 We sincerely appreciate lhe confidence you have placed In us and will continue 10 assist you In every way we can. Please teel free to contacl us If you have any quesllons in regard to this slatemenl. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES. FACILITIES. AUTOMOTIVE EQUIPMENT. AND MERCHANDISE THAT YOU SELECTED WHEN MAKINO THE FUNERAL ARRANOEMENTS, I, PROFESSIONAL SERVICES Sm'l... ofFunml DI""torlSlan' FUNERAL HOME SERVICE CHARGES SELECTED MERCHANDISE: 180 Bible Bronze S AmcriClUI TilE COST 01' OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT \'OIJ IIA VE SELECTED AT THE TIME fUNERAL ARRANOEMENTS WERE MADE. WE ADVANCED CERTAIN PA YMENTS TO OTHF.RS AS AN .\CCOMMODATION. THE FOI,LOWIf>O IS AN ....CCOUNTINO fOR THOSE CI'AROES, CASH ADVANCES Opcnins O",ve CI"'BY/Mass Offering Ccnlned Cup I.. of , he Dealh C,nllkalc Flowen Burial Gown and lindorgnnnenll TOTAL CASH ADVANCES AND SPECIAL CHARGES ;..-....-- ~----"^~.........,,,.,,., .....--....--....-....- ".....""..>--_.~ .__,_.._ ,.',."...._,.,c_ ,e,,,...& ....UUIC." &'U"~ld. Jluun: 630 South lIanover Street Carlisle. PA 17013- (717)243.2421 April I, 1999 Emma I, Mell N V cma Sir. Newville, PA 17241 The Funeral Service for Catherine M, Longacre SUIl.TOTAL INITIAL PAYMENT / DISCOUNT / CREDITS TOTAL AMOUNT DUE The ololemonll. nc, and puyableln full on or beforo April 26, 1999, Received April 2. 1999 from Farmers Trust Received April 9. 1999 fromPresbyterian Homes. :jl8iJS?89 1.191.66 ---------- ,,~\O w.Y'\. ~ $9.5~9.55 6,646.00 ---------- . ~ ~II 19'1'1 .jl2,903055 ~~ Member of National Funeral Directors Association "', ., ,-l,...:t ._,._-~-v I I r , 52695,00 5%695,00 52365,00 $895,00 55955,00 $.100,00 \75,00 510,00 $106,00 5100,00 5691.00 56646,00 56646,00 , Register of Wills of CUllIbcrhllld County, Pennsylvania INVENTORY Estata of Calherine M, Lonllaere also known as No, 0713 Date of DealhOJ/17I1999 Social Securlly No, IIiO.OS-1999 , Deceased Pellanal Rep'lIInlellve(e) of Ihe above E.lale, decellld, verify thai the ft.m. appearing In Ihe 'ollov.ing InventO<)' Include all of Ihe peraonaJ 11..1. wherever .ftuale and all 0' Iha lIale.taleIn Ihe Commonweallh 0' Pennaylvanla or eald Oecedenl. Ihal tha valuaUon placid DppOIlte aach ftem 0' .ald Inventory IIpre..nl. fta 'air valua II 0' the dale of the Oeced.nl'a d.alh, and Ihat Oecldanl ownld no real eIlal. oullkfelha Commonweafth 0' Penn.ytvanla a.capllhal which appea..ln a mell10landum .t the and 0' Ihla InvenlO<)', ItWe verify Ihal the .tatemente madaln thl.lnvantory ara trua and correct. ItWe unda..t.nd Ihal fal.a atat.ment. hareln made .ubjecllo Ihe peneftlll of I B Pa, C,S, Sactlon 41lO4 releUng 10 un.worn 'al.lficallon to author"I.., Petlonal RepresentaUve: Name of Anornoy: GoorRe F,DouRlas. III, ESQuire I,D, No.: 61886 Addre..: 27 W, HiRh St. Carlisle, Oatad MOl' PA 17013 Telephone: 717 243-1790 OllcrlpUon Value See AlIachmenl Pagels) Tolal (Anath Addftlonal Sheeta If nec....ry) 4.823,84 NOTE: The MamoIIndum 0' realeslato out.ldolho Commonweafth 0' Penn.ylvanla may, at Iha election or tha perlOnel reprooontallve, Includa tho valua 0' eoch Ilam. bulauch figuree .hould not be a",.nded Into tholotal 0' thotnv.nlory, RW-4 Continuation of Inventory .' Calhertne M, Cangac,e 0713 Pane 1 Oescrlptlon of Inventory OOKrlpllan I. Farmers Trust Co" 50 fonvard checking nccount 37411564798 Vlluo 1,800.00 2, Refund, funeral bill account 2.903.55 3, Farmers Trust Company. Classic lntercsl Checking account 0001271733 " 120,29 Subtall' S 4.823.84 / (p.. ~ 1~ 1 COMMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE *' C/ BUREAU OF INDIVIDUAL TAXES U'DJTANCt TAX DIVISION OI:Pl. 280601 HARRISIURO, PA Illla-1601 NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR OISALLOWANCE OF OEOUCTIONS AND ASSESSNENT OF TAX "..l~'"'''' ,".", GEORGE F DOUGLAS 27 W HIGH ST PO BOX 261 CARLISLE DATE ESTATE OF DATE OF D!ATH FILE NUNDER COUNTY ACN 08-09-1999 LONGACRE 03-27-1999 21 95-0713 CUHBERLAND 101 AMount R_ltted CATHERINE H III ESQ <- r>.., PA 17013 MAKE CHECK PAYABLE AND REHIT PAYHENT TOI REGISTER OF WILLS CUH8ERLANO CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEY:is47-ix-Aiiji-iiiF97riiiifici-"OF"iiiHEifii'ANCE-TAX-ApjiiiAiiiEiiiiiT~-"Ai.LOWANCE-irR------nn--n--- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF LONGACRE CATHERINE H FILE ND,21 95-0713 ACN 101 DATE 08-09-1999 TAX RETURN IIASI I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1, Rool Eototo ISchodulo A) 2. Stocko ond Bondo (Schodulo B) 5. Clo..1~ Held Stock/Partnerahip Int.r..t (Schedul. C) 4. Hortgee-a/Not.. Receivabl. (Schedul. DJ 5. C..h/Bank o.poattaIHlao. Paraonal Property (Sch.dul. EJ 6. Jointly Owned Proporty (Schodulo F) 7. Tranafa,.a (Schedul. OJ 8. Tatal A...t. ) CHAHOED ,00 ,00 ,00 ,00 4.823,84 ,00 ,00 (8) (1) (2) (3) (4) (5) (iI (7) NOTE I To insure proper credit to your account, out>oolt tho _r portion of thl. fo~ with your tax payaent. 4.823,84 APPROVED DEDUCTIONS AND EXEHPTIONS: 7,845,95 9. Fun.ral E)(pen.../A~. Coats/Hi.c. Expan... (Sch.dule HJ (9) 10, DobtolHortoogo Llobllltlo./Llon. (Schodulo I) (10) ,00 n. Totol DoducUon. (Ill 12. ta.t Value of Tax Return (12) 13. Ch8rltable/Gover~ntal a.qua.t., Non~.l.ct.d 9113 Tru.t. (Sch.dul. ~) (13) 14. Not Voluo of Eatoto Subjoct t. Tow (14) NOTEI I~ an assass.ant was issuad previoUSly, linas 14/ 15 and/or 16, 17 and 18 reflect ~iguras that include the total o~ ALL re~urns assessad to data, ASSESSMENT OF TAXI 15, ~t of Line 14 ot Spou.ol ,oto (15) 16. A.aunt of Line 14 t.Kabl. at Line.I/Cl... ^ rat. (16) 17. A.ount of Line 14 t.Kabl. .t Coll.t.ral/Cl... 8 rat. (17) 18. Principal TaK Due 7.84'; q.; 3.022.11- .00 3.022.11- will ,00 X .00. ,00 X .06. .00 X,15. IlB) ,00 ,00 .00 ,00 TAX CREDITS: PAYNENT DATE RECEIPT NUHBER DISCOUNT (') INTEREST/PEN PAID (-) ANOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, TOTAL DUE ,00 .00 .00 ,00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS LESS THAN .1, NO PAYNENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS,) ,..--. r't ,.,.,. \ " . ...: " -','it ", ":;:~'f.;.-___~,::<, ,.-;'. ". , Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phonel (717) 240-6345 Datel 2/01/2001 DOUGLAS GEORGE FIll ESQ 27 W HIGH ST CARLISLE, PA 17013 i REI Estate of LONGACRE CATHERINE M ~ File Number I 1995-00713 K f f Dear Sir/Madam I ~ , , " , ~., It, has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate, As 'per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO, 103 SUPREME COURT RULES DOCKET NO, 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 3/29/2001. Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~c. ~ flL-1 vn~ul), MARY C, LEWIS , v Of),br" REGISTER OF WILLS, , . ,'" , " CCI File 9lil!l!!er'" a"'p~88""u,,"cu..Ya~S). J'Yd!Je ,'.'-', ; .~ ' i: STATUS REPORT UNDER RULE 6.12 \', . ~ ;j: c Name of Decedent: '\ ~"-+{~~ )/J-1!1 'lf1 jqql)'- (')0 71 ') t.( I-on~ ACRe Date of Death: ,1 , Will No. Admin. No. 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 ~ether 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. I is Yes, state the following: a. Did the personal reprllsent, ativ~ flAp a, fi).lal ,. the Court? Yes No~, rPl!..til ~~ ,hl-J#A":(l...~lt~ /.J<-;i?....- fj- /~ 'f/rl~. .r1g '11 b. The separate Orphans' Cow~t No (rf a~~) ~f - ~ representative's account is: account with the personal c, Did the personal representative state an account informally to the parties in interust? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. f"rf. r ~"iMtl' Slg a .e , ,- -, / 'v( ~~ .LL Name (Please typ~ or prfnt) .2-7 lY,.J.J'lSr. ~r/,\l~ /14.- t7()f3 Address 17// ) ;:J-lt-J.,- 1710 Te 1, No, Da te :d./13/') I I I ...~, , ~ ~:;.i l~1 ~ ,.') Ie: p _~~ ;..I '_.)C (MAH: rmf / AM3) Capacity: Personal Representative ~ounsel for personal representative