HomeMy WebLinkAbout96-00105
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PETITION FOR PRODA TE and GRANT OF LETTERS
Eslatco! W4rY'lVl ~~ (l4,(~h.......!l. No. n21-9ftJ- /05
also known as To:
Register of Wills for the (
Deccased. County of C... "" J,;: v III fl..; iR the
Social StcUrllY No. -1 'I '/ - 0 j - '7 I{ 0 7 Commonwealth of Pennsylvania
The petition of the underslgRed respectfully represents that:
Your petltioner(s), who Islare 18 years of age or older an the execul" v
In the last wlll of the above decedent, dated 5", )1lcM. b" r 1.. ,
and codlcll(s) dated fI1 a 11 P
named
. 19J::!....
(Itlte relevant arcumllances, e,.. renundadon, death 01 executor, etc.)
DeceRdent was domiciled at death in C... Ii.' r /'i YI J County, P
" I S last family, or principal, resldeRce at < f ,- '-"""'T :,.,"....,.
rl-\y..l-1.I'{~ (MIIIJI,#-4.Y: 1,~~(t..I'!"'J #L.A
(lu. su..., number and munclpallly)
nsylvania, with
a.\.~. ..
Decendent, then [j q "2.. 0 . 19 Cf t ,
at' I' .
Except as follows, decedent 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: N 0 I1l
Deccndent 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
Value of real estate in Pennsylvania ^ I
situated as follows: (J!. 0 H <.
s]~ Oo(),--
$ '
$
$
WHEREFORE, petitioRer(s) respectfully request(s) the ~bate of the last will and codlcll(s)
presented herewith and the grant of letters -r~ J t.. m v VI ,..~
(testamentary: administration c.t...; administration d.b.n.c.t...)
therDn.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CrA mn tit l...MJ /)
The petitioner(s) above. named swear(s) or affirm(s) that the statements in the foregoing petltlOR are
true and correct to the best"f the knowledge and belief of petltioner(s) and that as personal represeRo
tative(s) of the above decedent petltloner(s) wlll wId Iy a Inis~ the estate accor 'ng to law.
~~ t. rltUI ' f'l
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Sworn to or affirmed and subscribed f
before me this 5TH day of
F B~UARY . . ..!9~ .
1I]1"~( "'''-c' I..".,\..tr -Iii.' -1l,
(' / MARY C. LEWI S Rcglstcr '
..\ ,,) I c)
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;'
~o. 21 - 96 - 105
Ealate of
WARREN S RADABAUGH.
, DeCeased
DECREE OF PROBATE A~D GRA~T OF LETU;RS
AND NOW FEBRUARY 6. 19 96 , In consideration of the petltlon on
the revme IIde hereof, satisfactory proof havlna been presented before me,
IT IS DECREED that the Instrwnent(s) c1atr<! SEPTEMBER 2, 1988
described therein be admitted to probate and rued of record u the last will of
WARREN S RADABAUGH
II:SIAMI:NIAKY
JOHN L RADABAUGH
and Lettm
are hereby sranted to
FEES
Probate, Letters, Etc. ......... $ 70.00
Short CcrtIficates( 2) . . .. . .. ... $ 6.00
Re.ounclatlon ................ $
,X~Yages I'.UU
JCP $ S.88
TOTAL _ $ 93.00
P11ed. ... ..f~.B.~V~~.Y..Ii.. .1.~~~.. .........
(,
MARY C. LEWIS
-1/
~trrn. Motytl'fl.J, 'iJ~~i{l
ATrORNBY (Sup. Q. I.D. No.)
-Ll eo IN,~t. Sf., C"r/;JltJ/~
ADD~
(717) ?-l(]-rrI7
PHONE
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Called attorney on 2-7-96
170/")
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11[ttst Ifill ttub QrestttttUttl
OF"
WARREN S. RAOABAUGH
I, W",'1l ':fJ S. RADABAUGH, Widower, of Monroe Township,
Cumberland County, Pennsylvania, declare this instrument to be my
Last Will and Testament, in manner and form following:
1. I hereby expressly revoke all Wills and Codicils
heretofore made by me.
2. I hereby direct my Executor to pay all my just debts,
funeral and administrative expenses out of my estate, as soon as
practicable after my death.
3. I direct that all taxes that may be assessed in
consequence of my death of whatever nature and by whatever
jurisdiction imposed shall be paid out of my estate as a part of
the administration of my estate.
4. I give and bequeath the sum of F"ive Hundred Dollars
($500.00) to each of those of my children from my first marriage,
Lillian Stouffer, Doris Kauffman, Elmer Radabaugh and Earl
Radabaugh, who survive my death.
5. I give and bequeath my wood splitter and electric
butcher shop band saw to my son, John L. Radabaugh, provided he
survives my death.
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6. I give and bequeath such of my personal property as may
be listed on an unsigned memorandum kept with my Will to the
persons named thereon. In the event that no such memorandum is
found with my Will, it shall be conclusively presumed that none
was prepared and all my personal property shall be considered a
part of the remainder of my estate.
7. I give, devise and bequeath the remainder of my estate
in equal shares to my daughter, Lois A. Kramer; my daughter,
l.inda M. Gibbs; and my son, John L. Radabaugh.
8. I nominate and appoint my son, John L. Radabaugh, as
Executor of this my Last Will and Testament; and as substitute
Executor I nominate and appoint my son, Elmer Radabaugh.
9. I direct that my Executor shall serve as such without
the necessity of filing bond or security in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ?vwd day of~~IYey-, 1988.
J1!g/fuM .t, Iff d~(sEAL 1
Warren S. RiI abaugh
WITNESS:
~>>Vt~. L .~
CQChl~ <. N~~
2
" .
.
". . ;
COMMONWEALTH OF PENNSYl.VANIA
COUNTY OF CUMBERl.AND
55.
I, Warren S. Radabaugh, Testator, whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and acknowledged before'me, by Warren
S. Radabaugh, Testator, this 2nd day of September , 1988.
/).InN1~~ ~Ra4'~~
Tes ator
lnqwl~lmJtauJL
MERLENE MARHEVKA. Nolo,., Pobllc:'
(.alh,I", (umb~IIClnd (aunl." Po.
My Commllllon EapllO' (p /7/tfl
:3
. It. ill my wish that all the rollo:wing items are to go to John L. Radabaugh.,
my son.
1 - Allis Chalmers tractor with cultivutors and 2 bottom plow
1 - Montgomery Wards large riding lBwn mower
2 - push lawn mowers, 1 red, 1 yellow
1 - electric band saw
1 - rip down saw .
1 - 3 burner gas stove and gas bottle
1 - electric rerridgerator
1 - old kitchen range
3 - butcher kettles with lids
2 - lard presses
3 - chain saws
2 - meat grinders
1 - electric boat motor with battery
2 - horse drawn long plows
1 - rubber tire 2 wheel trailer
3 - hand meat saws
1 - paper dispencer
1 - large meat bench
2 - seed sowers, 1 ror tractor, 1 hand
1 - large rloor jack
2 - small jacks
1 - tractor drawn disc harrow
1 - dirt scoop
1 - log splitter
Knives, rDrks, dippers, tubs, buckets, garden tools or all kinds, bars, sledge
hammers, hand hammers, axes, clevers, tables (3), scales (2), shovels, picks,.
kettles, hooks, meat hooks or all kinds, spreader (2), hog scrapers (6), log chains
or all lengthS (7), and anything in the line or tools that can be round in and
around the shop.
IN <lJYlM" ).S. ~
ANCE
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
nla
U3 1. Original Rotum 0 2. Supplomon'ol Rotum
o 4. Umlted Elloro 0 40. futuro 'n'oro,' Compromi.o
(lor doto. 01 doo,h all.. 12.12.821
o 6. D_dOflf Dlod Tollolo 0 7. Docodon' Molntolnod 0 U.lng Trvll
(Anoell copy 01 Willi (Anoell copy 01 Trvlll
ALL CORRESPONDEHa AND CONFIDEHnAL TAX INFORMAnON SHOULD BIi DIRECTED TO.
NAMa I I MAlUHO ADOIUS
RogeT M. Morgenthal, Esquire 11 EaHt Iligh Street
LUHONIN...... Carl1Hle. PennHylvania
1. RooI Elloro (Schedulo A) (1 I
2. S10cb OIId Bond. (Schodulo 81 ( 2 )
3. Co.oly Hold SIodrIl'o...onhlp Intoroll (Selledulo q (3 )
4. Mongog.. and Not.. R_blo (Schedulo OJ (4 I
5. Cosh. Bonk DopoaitJ & Mlacollonoou. Po"onol Propony (5 I
(Schedulo E)
6. Jointly Owned Propony (Selledulo f)
7. Tron.1on (Schedulo GJ (Schedulo LJ
S. Totol Grog ,,"",,(total Unos 1.7)
9. Fvnorol upon.... Adminlllrotl.o Co.... MllCOllonoou. (9)
Upon... (ScheduJo HI
10. Dohll. Mangogo UobUiIlot. lion. (Schedulo I)
11. TOIOI OodIIcrion.(rotol Unos 9 & 10)
12. Hot Voluo of bolo (Uno S mlnu. Uno 11)
13. a.oritoblo and GoYommontol Boquoll' (Sellodulo J)
14. Hot Voluo Subloct 'a Tox (Uno 12 mlnu. Uno 13)
15. Spautal T....slon (lor d_ of dootf! oltor 6-3Q.94)
Soo 10_ClfOM lor ,,",pllcoblo P_ogo Oft ROYOno (151
Sldo. (Iodudo volUOlfro.. Schedulo K at Schedulo M.)
16. Amouo' 01 Uno 14'oxoblo ot ~ rote
pndudo .olu.. from Selledulo K '" Schodulo M.I
17. AIIlovnt 01 Uno 14 'Olloblo ot 1516 roto
(Indudo volu.. lrom Selledulo K '" Sellodulo M.)
IS. Prlndpol lox duo (Add tox from Un.. 15. 16 and 17.)
19. Cledi'. Spovtol Povony Clodit PrIor Pl!Ymooll DI.couo,
+ l,60U.00 + 84.21
20. If Uno 19 r. g.-or ,han Uno 18. ontor ,ho dIlforonco on Uno 20. Thl.,.lho OVERPAYMENT.
1'1
21. If Uno lB I. glOO'" than Uno 19. Oflf.. Iho dIIfMonco on Uno 21. ThI.1I tho TAX DUE.
A. Enlor tho 1010'011 00 Iho bolonco duo on Uno 211..
B. En'or tho lo,a1 01 Uno 21 and 211. on Uno 21B. Thr.1I tho BALANCE DUE.
. Moko c,"" Payablo 10' Ro,I.,.. of Will.. A,on'
liE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~
plnallill of perjury, I dido... that I hOYe .xamined thl, retu indudlng Decamp ""g sch,dul.. nd .Iat.m,n", and to thl bill of my ~"awl.dg. and blli.f,
~. tOrrltCt aM compl.... I dadore that aU reall.tat. has b. " r.p .0 al' ., I . O. aration..,gf pr.par'f.Elher .han I . P flonal r.pr...n,oti.,. II
an alllnfarmatlon of which preparer hal any .nowl.dg.. ~ ..' ~ E:. 'UJ.(".-..I <<.. (j
UII 0' "ISON tUPOHI/IU '01 IUNO IUUIH ADDIUS DArI
S.
&I lifT HUMUI
199-05-7407
DAII 0' DIAIH
1/20/96
,.1oIfUCAIUI1UhMNO POIU, PtAMI roAIl, ""' ANO..oou H'L&lI
:r:
21
COUNlY COO!
96
Y!AA
0105
. NUMIU
D DN' I ADOIUS
375 Claremont Road
CarllHle, Pennsylvania 17013
Cumberland
AMOUNt llal~ID ISlIIHSlIUc;nOHSI
o 3. Romolndor ROluro
(for dol.. 01 doolh prior 'a 12.13.821
o 5. 'edorol Elloro Tox ROlum Roqulro;
_ 8. TOlol Numbor 01 Solo Oopo,11 Bo...
. '-:.
...'
17013
31,641.71
1,355.00
(6)
(7)
189.52
11.528.90
(SI
33 ,186,23
(101
1,219.66
(111
(12)
1131
(lA)
12,748.56
20,437 .67
X._-
(16)
20.437.67
1,226.26
)C .06 .
(17)
)C .15 .
(IS)
Inl.r",
(191
(20)
1.684.21
457.95
..., (Ileek here ., you ure fl.que,.inq n refund of your oVl!rpoyml!nl.
(211
(211.)
(21SI
UIt 0' "l,,utl OfHtI 'HAH 1l,IUIH''''1V1
D"n;
PA
17013
517
ADDUU
11 East Iligh Street, Carlisle, PA
17013
. IIV.llG7Ill+I'-'4l ~
_NWfAlTH Of 'INNSYlVANIA
INHIl"ANCI TAl mUll'
"'IOINt DICIDIN'
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
WARREN S. RADABAUGH 21-96-0105
(All ......-rtY 1.....1y-.... with RIght of Survl",,"hlp mull be diad..... an Schadula PI
IRM
NUMUR DESCRIPTION
VALUE AT OAT!
OP DEATH
1.
Mortgage from Shelly A. and Jack R. Franklin to Warren S.
Radabaugh, for the principal aum of $31,803.21, recorded in
the Office of the Recorder of Deeda in and for Cumberland
County, in Mortgage Book 1276, Page 701.
31,641.71
TOTAL IAha 0.,0' a. 11.0 A, Rocopllulada.)
(II more .pate ;, tI..cl.d in..rt additionol .hHh of lame lize,}
s 31 641. 71
.".1101". ,.....
COIIMIOHwlAl," 01 HNH.nV......
....lIlfAlolCIf,t....W.H
'UIOIH' DlalIH'
SCHEDULE F
JOINTLY-OWNED PROPERTY
WARREN S. RADABAUGH
fill NUMBER
21-96-0105
UTATI OF
J.lnl '....nl(."
NAMI
A. John L. Radabaugh
ADDRUS
517 South Middlesex Road
Carlisle, PA 17013
RlLAnONSHIP TO DICEDINT
son
II.
C.
- .
.lelntlYoOwnod proporly,
1 LEmR DATE
ITEM, POR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBER! JOINT MADE DESCRIPTTON OF PROPERTY
TENANT JOINT OF ASSET 'HoINT. DECEDENT'S INTEREST
1. A 6/10/89 . Share Savinga Account 193.06 50% 96.53
with Members 1st Federal
Credit Union-022093-00
2. A 6/10/89 Checking Account 185.98 50% 92.99
with Members 1st Federal
Credit UniDn-022093-11
I
TOTAL (Allo oolor on lioo 6. Rtcaplrulo';ool 5 189.52
(" more .po,. i. n..d.d ;n.." additional.h..,. ol.om. .in}
.1V.llla." (2017J .
_"W'AlTH Of '1....'nYANIA
IHM'IlTAHg TAl .nvlN
_OICI_
UlATI O'
WARREN S. RADABAUGH
SCHEDULE G
TRANSFERS
'IlAU 'RlNT OR TY'E
PILI NUMBIR
21-96-0105
TltIS SCHIDUU MUST 81 COM'LITID AND PlUD IP TIt I ANIWIR TO ANY O. Tltl auunoNI ON Tltl RIVIRSI SIDI a.TltI COVIR IHm IS YD.
ITIM DUClumON 0' 'ROreRTY TOTAL VALUe DICD. DOLlAR VALue
EXClUSION I~ 0' DeceDeNT'S
NUMlIR ...-_01",._._.""""'....",........ ohio 01/""""'. 0' ASSIT INTlReST
None
TOTAL (AI.. ....r .n u.. 7. ....p/fulaIlool S
p'mote .pote ;, IINd.d, jn.." adc/ilioftol "'NIl oil... ti...J
'*'
ClllIMD_Al1H 01 "NNIY\1lIlHIA
tHHllItAHCI tAl amaN
IUIDIHf DICIDIHT
SCHIDUU H
PUNERAL ""II~""
ADMINISTRATIVI c:am AND
MISCELLANEOUS IXPINSD
Pl_' PrInt fW
WARREN S. RADABAUGH
21-96-0105
ITIM
NUMBER
A. !'unarm !apenl..1
- .
- L
....
C.
1.
2-
3.
...
5.
6.
7.
8.
DI5CRlmON
1.
GibBon-Hollinger Funeral Home
I.
Admlnldratl.,. Co"'"1
",,.anal Raplelentatlw Commlulanl
Sadal SKllrity Number of ",,.anal Raplelentatlwa
Year Comml,,'anl pDld
2.
Attamey FHI Flower, MDrgentha1, Flower & Lindsay
3. family Eumptlan
Calmant
Addle" of Colman! at decedlnt'1 death
SIIHI Addle"
Cry
Ralatlanahlp
State
Zip CDJ.
Prcbate FHI Cumberland County Register of Wills
Mlleellaneaul Expenlell
Recorder of Deeds-Cumberland County - record Deed and transfer
tax
AMOUNT
3,488.00
1,600.00
93.00
573.00
John Radabaugh - reimbursement 111.00
The Sentinel - advertisement 86.22
Cumberland Law Journal - advertisement 60.00
Department of Public Welfare - medical assistance restitution 4,555.27
Browning-Ferris Industries - dumpster and hauling for cleanup 797.41
Filing Fee for Inheritance Tax Return 15.00
Miscellaneous Costs 150.00
TOTAL (Alia _ an line 9. Recapitulation) S 11,528.90
(If mare Ipaee II needed, Inur! addIHonal Ih..1I of aame Ilu.1
,--- ~_" --~ -__~~._~.r <..\-\~,
COMMONWEALTH OF PENNSVLVANIA
INHERITANCE TAX RIlTURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "I"
DEBTS OF DECEDENT.
MORTGAGE LIABILIT1ES, AND l.IENS
WARREN S. RADABAUGH
FILE NUMBER
21-96-0105
ITEM
NUMBER DESCRIPTION AMOUNT
1. Bell Atlantic 17.28
2. Holy Spirit Hospital 764.62
3. Boc Gases 48.76
G.H. Harrio 23.00
5. Charge-It SYBtem 290.00
6. W.S. Emergency Medical Services 76.00
TOTAL fAlsD enter on line 10. Roclpltullllonl
s
1,219.66
CIf mote .pen I. nHCIed Inll" .ddI1Ion.1 .hHn of ,It"_ ..lei
IS-Yd - /.J.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
o
BUREAU OF INDIVIDUAL TAKES
INHERITANCE TAM DIVISION
DEPT. 210'01
HARRISBURG, Pi 17121.0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
1I'.l'd lI"" III.t"
11-19-96
RADABAUGH
01-20-96
21 96-0105
CUMBERLAND
101
ROGER M MORGENTHAL ESQ
11 E HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
WARREN
S
Allount R..Uted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiili:U4n:ir-AFP-tii:;:9fif.iiiiiiCE-.OF.YNHEiiiTANCE-TAX.APPRAiSEHiiir.,--Ai.I.oiiANCE.OJi.................
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RADABAUGH WARREN S FILE NO. 21 96-0105 ACN 101 DATE 11-19-96
TAX RETURN WAS' I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool E.toto (SChedUlo Al
Z. stock' .... Bond. 'SChedUlo BI
S. Cla.olY Held Stock/portner.hlp Intor..t lSchodulo Cl
'I. IIort_./IIoto. Rocolvoblo ISChedUlo DI
S. eoohlBonk Dopa.it./HI.a. por.anal Property (Schedulo EI
6. JointlY OWned Property ISchedUlo Fl
7. Tron.for. ISchedUlo DI
B. Tatol A...t.
( I CHANGED
HOTEl To tnlur. proper
credit to your .ccount,
.ubtolt the upper portion
of thl. far. with your
to. po_t.
.00
.00
.00
31.641.71
1.355.00
189.52
.00
IBl
111
lZI
ISI
I'll
ISI
161
171
33.186.23
11,528.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EKPenl../A~. Caat.'"llo. Expan..' (SchedUle H) (,)
10. DobblHort_. L1obllltl../Llon. ISchodulo II 1101 1.219.66
11. Tatol QocIuatlon. 111 I
lZ. Net V.lue of T.. Roturn IIZl
IS. Chorltobl./Go.ornoontol Boqu..t. (SchedUlo JI 1151
1'1. Net V.lue of E.tot. Subject to To. 11'11
NOTE: If an a.......nt was i..u.d pr.viou.1Y, lin.. 14, 15 and/or 16, 17 and 18 will
refl.ct figur.. that includ. the total of ALL r.turn. a......d to dat..
ASSESSMENT OF TAX:
IS. AooUnt of Line 1'1 ot Spou..l roto 1151
16. AooUnt of Lln. 1'1 to.oblo .t Llne.l/Clo.. A roto 1161
17. AooUnt of Line 1'1 to.oblo ot Call0torolIClo.. B roto 1171
11. Principal Tax CUe
1?74A Ii&
20.437.67
.00
20.437.67
.00 X .00_
20.437.67 K .06_
.00 X.15.
1181
.00
1.226.26
.00
1.226.26
TAX CREDITS:
PAYHEHT
DATE
04-19-96
RECEIPT
NUH\lER
AA112746
DISCOUNT 1+1
INTEREST I-I
61.31
AHOUNT PAID
1.600.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1.661.31
435.05CR
.00
435.05CR
. IF PAID AFTER DATE INOICATED. SEE REVERSE
FOR CALCULATIDN OF AOOITIONAL INTEREST.
I IE TOTAL DUE IS LESS TNAN II. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS EDRH FOR INSTRUCTIONS. I
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RESERVATION. E.t.t.. of doC....t. d.l.. on or bo'or. Do.....r 12. 1.12 ., If on. futu,' Int.,..t In tho ..t.t. I. t,...'.r,ad
In po.....lon or ..lo"...t to tl..' I l.olhl...1l .....f1c1orl.. of th. do.....t .fl.r tho ..ol..tlon of ... ..t.t. 'or
Ilf. or fo' ...r.. tho t........lth hor'" "0,...1. ,...ru.. tho right to ...,.1.. ond ...... tr...,.r Inherit.... ,....
at ~ l~ful Cl." . (collatar.l) rat. on InY such future Int.r..t.
P\IlPOU III
NOTICE' To fulfill tho ,...I'....t. of S..tlon 21'. of tho Inherit.... ond E.t.t. T.. Act. A.t 22 of 1..1. 12 O.S.
$MUon %1"0.
oAYltEHT. Dotoch tho top portion of thh Notl.. ond .ubolt .lth .our o."...t to tho R..l.tor of 01110 prlntad on tho rauor.. .Id..
...... cheCk or ~v or.r pay..d. tOI REGISTER OF MILLS, AGENT
All _" r...luad ""II fI..t be _lIad to ... Intor..t ""Ich ... bo .... .lth ... r_lndor ...lIad to tho t...
_IDlIl
A r._ of . t.. .radlt. ""Ich ... not r..-.tad on tho To' R....'n. ... be ,..-.tad ... ._I.tI.. .. ....II..Uon
fflr Ro_ of o_..lu..l. Inherit.... ond E.t." T... lREV-ISlSl. ...1I..tlon. or. ...11..1. .t tho am..
of the R....t.r of WIU', MY of tM Z3 RavtlnUe District Office', or by celllng the ,peclal ztt.hoUr
.......rlng ..,."lea nullben for for.. orderlngl In p.,.".,l..,.,la 1-100"162-2050, outllde p""'IY1VMla end
.dthln lacel Herrllb"r. ar" (17) 717.1094, TUD' nl7) nzoOZZSZ IH..rlno 1.,.lred only).
In. ..r.. In Intor..t not ..u.fI'" .Ith tho _..h....t. .11...... or dl..II...... of -..Uon.. or .........t
of t.. IInel...l.. dh.....t or Int.r..ll .. ....... on thl. NoU.. ....t obl..t .lthln .I.t. IA.' ..... of r...lot of
~I. HoUe' byl
-..,Itt.. orot..t to tho oA DoP.,....t of R....... ...,d of .....1.. aopt. 211.21. Herrl"".. oA 11121'1.21. OR
......Uon to _. tho ..lIor dotor.l.... .t ....It of tho ..._t of tho .......1 '..r....t.Uu.. OR
........1 to the Orphen" Court.
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OIJECTlONSI
lIlIllN
IIIUTlvt:
tllARltTlDMS'
Factual .rrort dllCovered on thl. .........,t ahOUld be .cktr...ed In Illrltll"ll tDI Pi o.p.rt.....t Df R.yenue,
Bu,DIU of Indl.ldual T..... ATtN. oo.t A........t R..I.. unit. DoPt. 21.,.1. H.rr..bur.. PA 11121-.'01
....... 1711l 717-6501. _ 0_ 5 of tho _lot .In.trucUon. 'or Inherit.... ro. Roturn for' R..ldont
Decedent- (REV.1S11) far .n a.,l8n8tlon af .a.lnl.tr.tlvalv cDrrectlbla .rrar..
If ... too .... 10 o.ld .Ithln th,.. m .00.....r _... .It.r tho doC....t.. do.... . fl.. po,...t ISX) dl......t of
the tme paid is all~.
Tho ISX too _.t. _-oorU.lo'Uon ....It. I. ._t... on tho to'oI of tho ... ond Intor..t .......... ond not
o.ld bofo" J....r. II. 1996. tho fI..t do. .Ilor tho ond of tho t.. -'" porlod. Thlo _-oorU.lo.tlon
....1.. 10 _1..1. In tho ._ .....r ond In tho .ho ._ U.. porlod 01 .ou would _01 tho t.. ond lntor..t
that he. bean ......eeI .. lncfluted on this notlca.
alSCDUMT I
PEHALTVI
INTERfSTI
Intor..t 10 _r.... ...IMI.. .Ith flrot d.. of doll...-.. or nino I') -... ond - III d.. fr.. tho d.t. of
dnth. to tho dot. of .."...t. T.... ""Ich __ doll_t b.fo.. J...... I. 1'12 boor Intorut .t tho ..t. of
.1. IU) po,...t por ..... ..leul.t... .t . d.lI. ..t. of ....16.. All t.... ""Ich -- doll_t on ond .It.r
J....r. I. 1'12 .111 boOr Int.,..t .t . ,.t. which .111 ..r. f'" ..Iond.' ...r to ........r ...r .lth ...t ,.t.
.nnouncad bv the Pi o.p.tt..nt Df R.venue. The appllcabla Int.ra.t rat.. fDr 1912 through 199' .ral
'!!!! Intera.t Rat. aallv tntaratt Factar !!!! Intttatt Rat. Oallv tnt.r.tt Factar
1912 nx .000s.. 1917 'X .OUl47
I'" UX .ooooa 1911-1.,1 IlX .aoasol
I'" IlX .UOSOl 1992 'X .000247
1915 ISX .aOOni 1995.199' 7X .aU19l
19" lOX .000274 If'S.I'" 'X .IUl47
..Int.r..t is ulcul.ted a. fDllowtl
INTEREST . BALANCE OF TAX UNPAID X NUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
'-An. Motl.. I..'" .ft., .ho t.. ....... doll_t .111 r.,I..t .. In..,..t c.l.ul.tlon to 'I't... 1151 d...
beyond the data of the .......ent. If pay.."t It aede .fur the Intaratt coapuUtlon data thoWl on the
Hotlc., additional Int.r.tt .u.t be calculated.
.
. .
FIRST AND FINAL ACCOUNT OF
JOHN L. RADABAUGH, EXECUTOR OF
THE ESTATE OF WARREN S. RADABAUGH, LATE OF
MIDDLESEX TOWNSHIP, CUMBERLAND COUNTY,
PENNSYLVANIA
.............................................................
Date of Death:
Date of Letters:
January 20, 1996
February 6, 1996
.............................................................
Date Letters Advertised:
March 1, 8, 15, 1996
(The Sentinel)
March 8, 15, 22, 1996
(Cumberland Law Journal)
ESTATE NO. 21-96-0105
Account Stated to November 21, 1996
Attorney: Roger M. Morgenthal
FLOWER, MORGENTHAL. FLOWER & LINOSAY
11 East High Street
Carlisle, PA 17013
(717) 243-5513
ESTATE OF WARREN S. RADABAUGH
.................................
SCHEDULE OF PROPOSED DISTRIBUTION
Balance for Distribution (As shown on Account)
Composed of CASH
$18,600.21
bV her Last Will and Testament, devised and bequeathed,
as follows:
THEREFORE:
TO: Lillian Stouffer
Doris Kauffman
Elmer Radabaugh
Earl Radabaugh
Lois Kramer
Linda Gibbs
John L. Radabaugh
. $ 600.00
600.00
600.00
500.00
6,600.07
5,600.07
5,500.07
THIS EXHAUSTS THE FUND
$18.500.21
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TOTAL PRINCIPAL RECEIPTS $34,466.77
TOTAL PRINCIPAL DISBURSEMENTS $16.95IjM
TOTAL PRINCIPAL BALANCE
$18,600.21
TOTAL BALANCE FOR DISTRIBUTION
Composed of: CASH
1] 8.600.2\
4
.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
: SSe
JOHN L. RADABAUGH, Executor of the Estate of WARREN S. RADABAUGH,
late of Middlesex Township, Cumberland County, Pennsylvania, deceased, being duly
sworn according to law, does depose and say that the foregOing Account is true and
correct, both as to items of charge and discharged, to the best of his knowledge,
Information and bellaf.
Odl t!~i/~/~j 4,(;~t:
~ ~
Sworn to and subscribed to
before me this '-\~
~~
day of
,1996.
'\)~\). ~
Notary Public
_...~~..~
NOi'I,rW.\L !3EAL
PA'I ;l:C.,\ [', QL YARNIX. Il.'::ry pubrlC
liamp'..... 1'/.p, CurnboIIJr.tCour,IY. PI.
M C~'M.;,:lon E/Ililo. A~'l:':125, 19~7
, .
6
.................................
ESTATE OF WARREN S. RADABAUGH
SCHEDULE OF PROPOSED DISTRIBUTION
Balance for Distribution (As shown on Account)
Composed of CASH
$18,600.21
by her Last Will and Testament, devised and bequeathed,
as follows:
THEREFOR~:
TO: Lillian Stouffer
Doris Kauffman
Elmer Radabaugh
Earl Radabaugh
Lois Kramer
Linda Gibbs
John L. Radabaugh
$ 600.00
600.00
600.00
600.00
6,600.07
6,600.07
6,600.07
THIS EXHAUSTS THE FUND
$18.500.21
1
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
: SSe
JOHN L. RADABAUGH, Executor of the Estate of WARREN S. RADABAUGH,
late of Middlesex Township, Cumberland County, Pennsylvania, deceased, being duly
sworn according to law, does depose and say that the foregoing Schedule of
Distribution is true and correct, both as to items of charge and discharged, to the best
of his knowledge, information and belief.
Sworn to end subscribed to
before me this ~
day of
\:::t a.-w-~
,1996.
--s(~- \) &L...,~~
Notary PUblic- CS
NOTARIAL SE~Ai.
P^TP.:C~\ 0, OL YARNIK. NO\~Jr P~bUc
Hnmpdlll hp,. Cumbor\nr.d C"J"ly, Pa.
M Corr'Il"!>;2nE,plrosA\19'lI25. lU~7
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ct.......-
IUR!AU Of INDIVIDUAL TAXES
INHl_.'ANCl 'AX DIVISIOM
DO'. 110611
HAMUIUIG, Pi 11111-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATE~ENT OF ACCOUNT
*'
In-1I11II ,,, III.".
ROGER M MORGENTHAL ESQ
11 E HIG:i ST
CARLISLE PA 17013
DATE
ESTATE OF
J'IATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-09-96
RADABAUGH
01-20-96
21 96-0105
CUMBERLAND
101
AItount R..uted
WARREN
S
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
HOTEl To inlure proper credit to your account, lub.it the upper portion of thia far. with your t.. p.,.ent.
CUT ALONO THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
ii'iv:iiiiij-iic--AFP-ii2':9iij------...--iNHiiiii"ANcE'-yAX-STA-Tiii'iHY-iij:-Ai:"coUN'T--.ii.----------------m--
ESTATE OF RADABAUGH WARREN S FILE NO. 21 96-0105 ACN 101 DATE 12-09-96
TNIS STATE"ENT IS PROVIDED TO ADVISE OF TNE CURRENT STATUS OF TNE STATED ACN IN TNE NAMED ESTATE. SHOWN BELOW
IS A SUHKARY Of TNE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJ!CTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 11-12-96
PRINCIPAL TAX DUE I 1 ,226.26
PAYMENTS (TAX CREDITS).
PAYMENT
DATE
04-19-96
11-22-96
RECEIPT
NUMBER
AA112746
REFUND
DISCOUNT (+)
INTEREST (-)
61. 31
.00
AMOUNT PAID
1,600.00
435.05-
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TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
1,226.26
. IF PAID AFTER TNIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN '1,
NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I
TOTAL DUE
.00
.00
.00
"
.-'---- --;,.-"-- .-"-
PAYMEHTI
DIItKtl the top portion of thlt Notice end .u.1t ..lth your paYHnt .... p.y.&ll. to thti n... end eddr...
pr1ntlld on the r.....n. side.
If RESIDENT DECEDENT uk. check or IIOMY orMr payllbl. tal REGISTER OF WILLS, AGENT.
If ~-RESlDENT DECEDENT .ek. chKk or .".y order p.yabl. tOI COtltOHWEALTH OF PENNSYLVANIA,
AU .,.,..,U recel"" IheU be IIPPltlld flnt to MV 1nter..t Nhich _y be due with MV r_inder epp1!1Id to the tn,
REn.ICD (ClU, A r.ft.nd of . tax credit, Nh1ch w.. not reque.ted on the Tax R.turn, ny be reque.ted by cOllPl.tlng en
-ApplJCIIUon for R.ft.nd of P....,.yl"enl. Inherltenc. end E,tet. T.x. (REValSlS). Appltc.tlan. Ir. avlUllbl. It
the Office of the Regi.t.r of Will., eny of the Z3 R.venue Ol.trict Offlc.. or fr~ tho Depert-.nt'. Z4-hour
en....rlng ..rvlcl nuIlben for fOrll' orderlne.. In PtlmlYlvenll laID0-36Z-ZOS0, out.lde P"""v)"enl,
end ..lthln locIl HarriSburg Ir.. (717) 7.7-.094, TDD' (717) 77Z-ZZSZ ("--ring 1.,.lred only).
RfJILY TO,
Que.tlon. r...rdlng erron contelned on thlt notlc. Ihould be eddr...ed tal PA Dep.rtaent of Rev.....,., lur.....
of Indlvldull Tax.., ATTHI po.t A.....aent R.vl... unit, Dept. Z10601, Harrl.burg, Pi 17121-0601, phone
(7171 717-65'5.
DJSCOUNTI
If MV tax dull It plld ..Ithln thr.. ()) C11111"1d.r .onth. .fter the decedent'. dHth, I flv. percent (lX) dhcCMtt
of the tax p.ld It IUowed.
POCAL TVI
ThII 15% tax ......ty non-pertlclp.tlon penelty II COllPUted on the tate 1 of the tax and 1nt.r..t ......ed, end not
Plld blfor. Jenuery II, 1996, the flr.t day .ft.r the end of the tlX ......ty perIod.
JNTERESTI
Interllt II cheirl'd betllmlno ..lth Unt day of delinquency, or nl". (9) .onth. Met OM (I) day frOll the data of
delth, to the data of pa~t. Tlx.. which bee... delinquent before January 1, 1'.2 belr Int.r..t at the r.t. .f
.he (~) percent per ..".,. calculated at . daUy rat. of .0001". All teXII .....Ich bK... delinquent on end .ft.r
January 1, 19.2 ..111 belr 1nt.r..t at . r.t. WhIch ..Ill v.ry frOll calandlr yaar to c.llndar y..r with that ra',
announced by the PA o.p.rt-.nt of R.venue. The 1IPP11c1lb1. Intar..t r.t.. for 1'.Z through 1"7 ar..
Yo.r Jnter..t A.t. DaIly Jnt.r..t Factor Year Int,ra.t A.t. O.Uy Int.r..t Factor
191Z zax .000541 1917 'X .000247
1915 16% .OOOU. 1911-1991 11X .000511
1914 11X .000511 l..Z 'X .G002U
1915 15% .DD05S6 1"5-1'" n .000192
1916 lOX .DDOZ74 1995-1997 'X .GoolU
nJnter..t I. calcul.ted .. follaw.1
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY IHTERElT FACTO.
nAny MoUc. hlUld .fter the to beeNl. delinquent ..Ul reflect an intlr..t calculation to ,1ft.., US) _.
beyond the dat. of the ........,t. If p.Y8Wlt 11 nOli .fter the Inter..t cOllPUtltlon dIIt. IIhowI on the
Notlc., ~ltlDnlI Inter..t .....t be c.lculated.
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SAlOIS, GUIDO,
SHUFF &
MASLAND
26 W. Hlab SIrCct
CarlI.I.. PA
IN RE: ESTATE OF
WARREN S. RADABAUGH
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS COURT
NO. 21-96-0105
OBJECTION TO FIRST AND FINAL ACCOUNT
AND SCHEDULE OF PROPOSED DISTRIBUTION
FILED BY JOHN L, RADABAUGH, EXECUTOR OF
THE ESTATE OF WARREN S, RADABAUGH
AND NOW COMES the Objectants, Lois Kramer and Linda Gibbs,
by and through their attorneys, Saidis, Guido, Shuff & Masland
and respectfully aver the following in support of their
objection:
1, The Objectant, Lois Kramer is an adult individual
residing at 967 West Trindle Road, Lot 23, Mechanicsburg,
Cumberland County, Pennsylvania, and is a residuary heir of the
above-named estate,
2. Objectant, Linda Gibbs is an adult individual residing
at 50 West Keller Street, Mechanicsburg, Cumberland County,
Pennsylvania, and is a residuary beneficiary under the above..
named estate.
3. On or about December 9, 1996, John L. Radabaugh,
Executor of the Estate of Warren S, Radabaugh, filed his First
and Final Account and Proposed Schedule of Distribution.
4. Accountant has failed to include among the assets of
the decedent's estate the value of certain real estate
previously owned by the decedent, known and numbered as 126
South Locust Point Road, Monroe Township, Cumberland County,
Pennsylvania, which was deeded August 11, 1995 to Jack R.
Franklin and Shelly A, Franklin.
5. Said Deed was conveyed at a time when the decedent was
, ,
incapacitated, suffering from senile dementia, and was unaware
of his actions in executing the Deed.
6, Further, said Deed was reported to be from grandparent
to grandchildren, when the Grantees were not related by lienal
decent from the decedent.
7, Further, the property was conveyed to the decedent for
less than fair market value of the property; once it was
realized that the Grantees were not the granddaughter and her
husband of the decedent, transfer tax was paid in the estate in
the equivalent of $560.00, which represented 1% of the value
proported to be on the property in the amount of $56,000.00. A
more realistic appraisal of the property would be between
$90,000.00 and $120,000.00, which far exceeds the $56,000.00
value as placed on the home for this conveyance prior to
decedent's death.
8. If the property was sold for its true fair market
value, additional $34,000,00 to $64,000.00 would have been
received by the e~tate and available for distribution to the
residuary heirs.
9. Further, the assets of the estate lists a payoff of a
mortgage from Shelly A. and Jack R, Franklin to the decedent in
the amount of $31,641.71.
SAIDIS, GUIDO,
SHUFF &
MASLAND
26 w, "lab SIl<eI
CarIl,le, PA
10. Even assuming that the property was sold for fair
market value, then the $56,000.00 value should have been
included in the estate, rather than the $31,641.71 as listed as
the payoff of the "mortgage" from the Grantees.
11. In addition, if the property was not conveyed to the
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John B. Silk.
Robert C, Saldl.
Edward I!, Ouldo
Oeorrrey S, Shurr
Albert II, Muland
Johnna J, Deily
Richard P. Mlslh!ky
Seoll 0, Moolll
Oavld J, Filled
Law Omees
SAID IS, GUIDO, SHUFF & MASLAND
/Ii rROI'ES51ONAl. CORPORAtioN
26 We!llIlgh Street. PosI Omee OOK S60
Carlisle. Pennsylvania 17013
Telephone: (717) 243,6222' Facsimile: (717) 243.6486
West Shore om"l
21 ()IJ Markel Stn:cl
Camp 11111, PA 11011
Telephone: (717) 737,3405
Pacslmlle: (717) 737,3407
March 13, 1997
Reply 1b Carlisle
The Honorable Harold E. Sheely, P.J.
CUMBERLAND COUNTY COURT HOUSE
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Warren S. Radabaugh
Dear Judge Sheely:
You had previously given myself and Roger M. Morgenthal, Esquire,
the opportunity to try to resolve this case amicably without need
to have an auditor. As it doee not appear that there is any way to
resolve this short of having an auditor appointed, I would request
that you go ahead and appoint an auditor,
I am in receipt of a letter to you dated March 7, 1997 from Roger
M. Morgenthal, I, too, agree that an auditor can be appointed
initially to determine the issue of standing so that if it is found
my clients do not have any, which I believe they do, there would
not have to be testimony taken and unnecessary costs and expenses
incurred by either my clients or the Estate.
Perhaps, once you have an auditor appointed, Attorney Morgenthal
and myself can direct the auditor as to what we feel hie issues are
initially at the time of a pre-hearing conference.
Thank you for your consideration in this matter.
Very truly yours,
& MASLAND
JJD/kll
cc: Roger Morgenthal, Esq.
Mr. Barry L. Kramer
Ms, Lois Kramer
Ms. Linda Gibbs
IN RE: ESTATE OF JOHN L.
RADABAUGH
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 21-96-0105
NOTICE OF AUDITOR'S HEARING
You are hereby notified that the Auditor appointed by the
Court in the above captioned case will sit for the purpose of his
appointment in the Second Floor Hearing Room of the Old
cumberland County Courthouse, Carlisle, Penneylvania, on
Thursday, July 17, 1997, at 9:00 a.m.
By:
Dale F.
35 East High Str
Carlisle, PA 17013
(717) 241-4311
DATE: May 22, 1997
TO:
Johnna J. Deily, Esquire
Saidis, Guido, Shuff & Masland
26 West High Street
P. O. Box 560
Carlisle, PA 17013
Roger M. Morgenthal, Esquire
Flower, Morgenthal, Flower & Lindsay
11 East High Street
Carlisle, PA 17013
Court Administrator
Register of Wills
IN RE: ESTATE OF WARREN S.
RADABAUGH
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 21-96-0105
PETITION FOR EXTENSION OF TIME
WITHIN WHICH TO FILE AUDITOR'S REPORT
TO THE HONORABLE, THE JUDGES OF SAID COURT:
AND NOW, comes Dale F, Shughart, Jr" Esquire, court-
appointed Auditor in the above matter and respectfully represents
as follows:
1, Your petitioner is Dale F. Shughart, Jr" Esquire, who
was appointed as Auditor to pass upon Objections filed to the
First and Final Account and Schedule of Proposed Distribution in
the above matter.
2. Your Petitioner was appointed by Honorable Harold E.
Sheely on May 1, 1997 and assumed his duties on May 5, 1997,
3. A meeting was held with counsel for both parties on
May 22, 1997 at which time counsel for the parties agreed to
cooperatively exchange information to simplify issues or perhaps
resolve the issues.
4. A pre-hearing conference was scheduled for July 15 and
an Auditor's hearing for July 17.
5. Prior to the hearing counsel for both sides requested
the Auditor to postpone the hearing to enable them to obtain and
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IN RE: ESTATE OF WARREN S.
RADABAUGH
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 21-96-0105
NOTICE OF RESCHEDULED AUDITOR'S HEARING
You are hereby notified that the Auditor appointed by the
Court in the above captioned case has rescheduled the hearing
previously scheduled for Thursday, July 17, 1997 at 9:00 a.m. to
Wednesday, October 1, 1997 at 1130 p.m. in the Second Floor
Hearing Room, Old cumberland County Courthouse, Carlisle,
Pennsylvania.
A pre-hearing conference will be held in the Auditor'
office on Tuesday, September 16, 1997 at a.m.
By:r2J
Dale F.
35 East High Street,
Carlisle, PA 17013
(717) 241-4311
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DATE: August 8, 1997
TO:
Johnna J. Deily, Eequire
Saidis, Guido, Shuff & Mas land
26 West High Street
P. O. Box 560
Carlisle, PA 17013
Roger M. Morgenthal, Esquire
Flower, Morgenthal, Flower & Lindsay
11 East High Street
Carlisle, PA 17013
Court Administrator
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Register of Wills
,
IN RE: ESTATE OF WARREN S.
RADABAUGH
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 21-96-0105
NOTICE OF FILING OF AUDITOR'S HEARING
The Report of the undersigned Auditor appointed to conduct a
hearing and file a Report on the Objections filed by Lois Kramer
and Linda Gibbs, has been filed with the Clerk of the Orphans'
Court of Cumberland County, Pennsylvania, in compliance with
Cumberland County Orphans' Court Rule 8.6-1 and awaits the filing
of Objections thereto, which must be presented within te (10)
days after receipt of a copy of this Notice.
,-
Dated: September 30, 1997
TO:
Roger M. Morgenthal, Esquire
11 East High Street
Carlisle, PA 17013
Johnna J. Deily, Esquire
26 West High Street
Carlisle, PA 17013
Clerk of Orphans' Court Bulletin Board
Cumberland County Courthouse
Carlisle, PA 17013
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EXHIBIT "c"
.
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IN RE: ESTATE OF WARREN S.
RADABAUGH
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 21-96-0105
AUDITOR'S REPORT
TO THE HONORABLE, THE JUDGES OF SAID COURT:
On December 6, 1996, John L. Radabaugh, Executor of the
Eetate of the above named decedent, filed a First and Final
Account. Thereafter on January 3, 1997, Lois Kramer and Linda
Gibbs, residuary beneficiaries of the Estate, filed Objections to
the Account and Schedule of Proposed Distribution.
On May 1, 1997, the undersigned was appointed by Honorable
Harold E. Sheely to pass on the Objections. The undersigned
Auditor officially assumed his duties on May 5, 1997,
A meeting was held with counsel for both parties on May 22,
1997, at which time counsel for both parties agreed to
cooperatively obtain and exchange information to simplify issues
or perhaps resolve the issues. A pre-hearing conference was
schedule for July 15, 1997 and an Auditor's hearing for July 17,
1997, Prior to the hearing counsel for both sides requested the
Auditor to postpone the hearing to enable them to obtain and
exchange information. Pureuant to those requests, the Auditor's
hearing was continued.
Subsequent, the Auditor was advised by counsel for both
parties that a tentative Settlement Agreement had been reached,
On July 24, 1996, the Auditor filed a Petition for Extension of
his appointment for an additional ninety (90) days, and on the
same date Honorable Harold E. Sheely entered an Order granting
the requested extension.
On September 26, 1997, counsel for the parties delivered to
the Auditor an Agreement and Withdrawal of Exceptions.
Therefore, the Auditor makes the following" ~r'
1. The parties have reached a written Agreement being filed
with this Report, and marked Exhibit "A", which makes amendments
to the First and Final Account and contains a Withdrawal of
Objections, The Agreement provides that the Estate shall pay t'~
fees and costs of the Audit.
2. The fees and expensee in connection with the audit are
as follows:
1. Dale F, Shughart, Jr., Esquire,
Auditor's fees, $450.00
2, Dale F. Shughart, Jr., Esquire,
Reimbursement for the following expenses:
Register of Wills, filing fees and
certified copies. 24.00
Total - $474.00
The Auditor's bill and transmittal letter to the Attorneys is
attached as Exhibit "B", All fees and expenses of the Audit and
additional costs referred to in the Agreement of the parties
shall be paid from the balance of the funds in the Estate, the
First and Final Account and Schedule of Proposed Distribution to
be adjusted accordingly.
The Master requests the Court to approve the First and Final
Account as amended by written Agreement of the parties and this
Report.
Notice of the filing of this Report is attached as
Exhibit "C" hereto,
Respectfully submitted,
D.J2~rJ~. Audito,
September 30, 1997
SAIDIS, GUIDO,
SHUFF &
MASLAND
26 W, "11h SIml
CarIl,I.. PA
IN RE: ESTATE OF WARREN S,
RADABAUGH
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO, 21- 96 -0105
AGREEMENT AND WITHDRAWAL OF EXCEPTIONS
WHEREAS, Exceptions to the First and Final Account of the
Schedule of Proposed Distribution filed by John L, Radabaugh,
Executor of the Estate of Warren S. Radabaugh, were filed by
Lois Kramer and Linda Gibbs on or about January 3, 1997; and
WHEREAS, John L. Radabaugh, Executor of the Estate of
Warren S. Radabaugh and beneficiary under the Estate, and Lois
Kramer and Linda Gibbs, beneficiaries under the Estate, have
agreed as follows with regard to the said Exceptions:
1. The Objections as filed by Lois Kramer and Linda Gibbs
shall be withdrawn and the parties hereto agree to the
confirmation of the account of the Schedule of Proposed
Distribution of the Executor under the Last Will and Testament
of Warren S. Radabaugh,
2. The Auditor's fees, to be determined by Dale F.
Shughart, Jr. at $75.00 per hour, shall be paid by the Estate.
3. The remaining costs associated with the Estate,
including the remaining balance due to Steven W, Barrett Real
Estate for the appraisal performed on the premises known as 126
S. Locust Point Road, Mechanicsburg, shall be paid by the
Estate.
4. The parties further agree that the balance for
Exhibit "A"
.
LEGAL ASSIST ANT
BONNIE L. COYLE
DALE F. SHUGIIART. JR.
ATTORNEY AT LAW
36 EAST HIGH STREET
SUITE 203
CARLISLE. PENNSYLVANIA 17013
TELEPHONE 17171 241,4311
FAX 17171241,4021
September 30, 1997
Estate of Warren S, Radabaugh
TO: Dale F. Shughart, Jr., Esquire
EIN: 25-1802515
professional eervices rendered as follows:
Caeh advances:
Register of Wills - filing and certified
copiee.
05/06/97
05/07/97
OS/22/97
06/02/97
06/25/97
06/26/97
06/27/97
07/07/97
07/28/97
07/29/97
08/14/97
09/20/97
$ 24.00
_ Review file; letter to Attorneye, .3
_ Telephone conference with Attorney
MOrgenthal. .2
_ Review file and office conference
with Attorneys Morgenthal and Deily, 1.5
_ Letter to Attorneys Morgenthal and
Deily, .5
_ Letter from Attorney Morgenthal and
telephone conference with Attorney
Deily. .2
_ Meseage from Attorney Morgenthal. ,1
_ Letter to Attorneys Morgenthal and
Deily with carbon copiee and
telephone conferences with Court
reporter and Court Administrator. .4
_ Send copy of letter from Attorney
Morgenthal to Attorney Deily. .1
_ Preparation and filing of Petition for
Extension. 1.0
_ Letter to Attorneys Morgenthal and
Deily. .2
_ Fax to Attorneys Morgenthal and Deily, .5
_ preparation of and filing Auditor'S
Report. 1.0
6.0
Total houre -
9450.00
$474.00
.?
Total fee at $75/hr.
Total fees and cash advances -
"B-1"