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Home My WebLink About96-00961 )' ~,; ",-,"' r~ '~ ~ :. j..<'I"-!:;C.l'il~.~'; i,;- 't. ':.'" ;.- J ~i~~:t~;r14~&:~:;i;:' . . ~.l;f.. -.,t.....k" -.f_"t_.,,_ __. , ~ti~:~~~}'~~~~;:J,:i CF ._.$,(,:-.f,."!-,.,!!j,_-"~,,,,, ':<'1 ~lt;~~!{,,- '.,' :.", .,~,,,,,,'.', ,. '. ~ ;~;" - .. .~-~"l'::; t- ;,~; ::;;~,:,~~" h'l""'''Ol '~l~~~ +';'-'f'~~'!:--,;,,~,~: ~~~;~~~ ;.,f: ,_ '\ ~~,;~'~;k f, ,'. ".. ,-;,., . '. ;j r, _ ,. \ . .~~ ... o CD ... a ... tit .~ J ; ~ , ..;~;.,' ;,1\ Thi, " III U II itr th,ll tlll" 1IIIIIIII1.Itlllll Ill-It gl\I'l1 h ~11"lll h " 'I'll ,I Ilnll! ,HI III l,l:ttld il'IIlIIl ,Ill 01 ,ll.lIt. dilly 1,ll'll willi II\(.' ." 1111.11 Itq.;i"'lr.n Tilt. IIrlt-:llJ,d 1(,,"lh .lIt \\ III hi' Ipl \\ ,11,1, ,1111 till' ....r.lIt \'I1.d HC'llllIl., II/III l' 1111 IWIlIl.tllt-1l1 lillng WARNING: Ills 1II00nllo dupllcnlo Ihls copy by pholoslnt or phologrnph. 21-96-96l .......l"l,_,.. . "','r~W\O!i4~~, .. ;.,~.-, .. <I.r.~ ~~~t~~ ~.':':'7!..'>;,~ .,,~.. .," ~~~ 7~EHfO\'t-;." "" ru, 1111 lh" 1('IIIIII.IIt, $.'!to ~ ~<<-....,-,...... 1/cc.e.I.-..fJ~-Iti"t:;.... I rK.1i 1{(~I'"f.lf 'J ~ 3870G51 /}'. I.,' I "'f, If'-'.i.<.-..-w..-/J, II. ,--.. Il."" No. HI."IHe. ,,., COMMONWEALTH OF PlNtiSYlVAtUA. DEPARtMENt OF UEALlII. VITAL RECORDS CERTIFICATE OF DEATH ,"",","1 .. "Aau.JdN1 ....... """..I........ 1()l...IUCiIfllU........." llAIfOl'tll.....,........lloot_' . November 14, 1996 ... ,Female ........Ofl.Jtt.II.(HI~....'UOI.~ . 109 16 4347 P.ce Oorolh S, """".(,1 Ol..."..... ~.U()'Ol"'''lU..,...". _~.._...t_"'-""'" Juo.."....,(,,~.' MMW Lewhburg. Pa __I)' I~..._IJ ::',10 0&11011011114 ,......,..."'.., 73 -..:::;....-.'''':'. ". I ~"",(lM -'i-~ I AGtIl.......~11 ~" .. "110IOO ""UOl"''' Cumberland C.rl15 Ie !.,.'O{l'!'''~!!:!~.1'I.'I! _tl.iIWuI_ ................-... ~~-,~ Widowed 5 ver I . I ~. '. I', pr ng WP. .........."""'" 11I____ Dl IDlH'!116UAI. U. f~T~;.:~~t~~;~~:;i . , Educ.t t on DfCfDlN1-1u.w."O~lIf.lO...U~!.I_I...c.."'1 33 Hillers G.p Ro.d .. Enola. P. 17025 \.IItuJt"" ""'" IlI......."..-,. -.......... ........"'" '" -- Mo' -. 11.1 ) :::-:.==:., ~ Cumb~r.1.n~ ."c..,.. UO"..IIlI"...I"............_,!,..._.... !1. Annie Wolfert ....OfOIIO...l..........a.llXlN "'-_Ur s...1~l..1oI 3524 Green Street, C.mp 11111. P. 17011 "'A.l.1 iPOII 0. ,"-01 ..,~ IOH. " ..01/?oI..... 'lIIu."IItMII"..........holl :J!!~;J~." !:i~~~~';" Pace . .....kl to_II _....tI_lII_{ J 0...-1,) c.w.r.-...'.I_______.____.___l , llov~_18~96 '.1......-.. FO-012662-L .-.. 1o...._.,"".~.............tIII.. ~,_...'r_J lli-_..l~ tLIi!."......~ . ,,,0 T~I~~~U .(~J:~ ~.~lt\r~~14. -, """'1" 1_....__.....-__...-..........1...-..........."'".......................-...,..................'...... 1......-1-.....".... ..,\'1\0 04~ 117 -L .....(..."'NI1_ 0... ,-\1- "t{] .. "",. ~..........__-..._N -............-......-......."""". .-.G!>'lm..M~~"",. \!!'~;~-------,.._.. ,... 10tlJl"..Il'f.-~.....'.I'.j \.___U"""ih. ... --. .. -. .' OUlIU".u~.U~d.~.'.I.., .___~h'Uf)\L. v.....,\ .~,,'IIt(, 0Ul hJ~.u,."JlrlIJI~'.I..' . ~.. -. - . - - .-.. . . M,..ult.PI"~' u......"~lII""K -..IIII1_*m COloAPII'OtOllt........ OIot"'''' !=~=-- ,--"'''' 10.. ._ _____:_i~_ _____l~~__ , : '(1,,<1\ ______t__u.__ : . ''''1 Of..IUII' Dl~ICM"",-"ou.~D _16~~J",hh"" n.ill:~bllJ,.,--1!-tI" ~"\... l>."V"'~1IIl1 .....1.......' .........,"'~, -. ~ II II II II ! I ~O\(II:A.._.~&;;..:.:.""~~...-!;.;;.;j-;....!!... NL- ,(i.Q,.jtr..~c;;r;......----- ...........-......'.' : * ,~... _ II Iaol J ~,- ,..................... ....11 ~ I~ ~ .......,\IlOl I ~ I.... II WI() ~Z~Hi.. - --,iialliiiiOol~--Y...A~-' rf ,,,_nQ'fm1l,..___.._h,,_!! 1'1 ' .........JoOAllDIIll"Uf""$OIO...OO.f<>>'PI"D~ 01,(/14 ,...l,,',............~.l.-~....n I I 7)..J .......\\.- "t. II "^ u r\ "'h,) alIIlflllpo...llo._, oueA\b~A! /8 I?'lt:. -. l-""......_.._..... .. ... ,. ""'...11.,_.......... .CI.ul'liOOhnllOAll~...........,."........,.........'......I...... '..". '...IoMlIIII.......-,.._........_...._.I__..._ ......,......~.,...,._'......' ., --......cUI1.u.O'"'tICI&lIH.....,... ......... .,..... ...,...",.>...,...-~ . ..., "'...-...,........,.........."'......- - -....._-_.......~..-_...- .. LII~~' ~III.L AllD TI'.'>'l'MUnrr of DonO'rIIY S. PACE .' I I I :1:, DOnCYXllY S. PACE, 0100 knolm 00 DOnCYXll'i 1-1. P/,CE oml .p Ut~(d-"..'(.{':: O~. I DonCYX11Y PACE, nOli reoiding in 1'h:'i1!htO>foi-l-le, 90unty of C\1mbe~lnnd, ,1 tih stnte or Pennoyl~nn1n, be1n& or oound nnd d10poo1ne mind, nlemory ond underatondine, conaidering the uncertainty or lire and the ce1'tainty 01' duath, do mal:e, publ1ah and duclore thio to be my Loot Will and Teotonlcnt, hereby revo\dng any and all rormer lIillo, \ codicilO, and other teatomentary 1I1'itingo 01' tiny nature ~,I1ntooever \bY ,l1e at any time horeto1'ore mode. t,'xns'r: ---- I direct that all my debto, runeral and adminiutrative ey.penoeo be paid no ooon arter my dcceaoe aD moy be practicable. 1 SECOND: real and peruonal, 01' ove1'y k1n'\, nature and deacl'1ptioll whereoo- ever oituated and IIhcther acquil'ed by ma ba1'ore or nft<ll' tho ey.ecution 01' thia my Laat \;ill ond 'l'eotonlcnt, 01' ~Ihich I omy die I ~. -----:~ \~ oeized or peooeoood or be entitlcd to diapooe or at thc time of my death to nlY beloved \luoban,l, PilI!,I? PACR, Ii \ !l.1IVD: Ir "Y \:uollnnd predcceooe:1 Ole, 01' if !he and I di<' 011 a rcoult or a cOr.'.'non dioootcr, I then ,lov10a nlY entiro eotato, both real ond peraonul, to my bclovuci chlldrun, \)J ~,IJ i)1',rl)'.<'11 I' CAnOL PACE, SAIIDll/\ PACE, QLOIlIA PACE nnd DIANA- PACE, l1e1' oUraeo ;,) ,,1,'1 and not nor cnnita, to bC equallY divided between thcm. \"~ 1I0thinl; containcd herein ohall 1n any FounT\!: orrect or diminiah any provioion IIh1ch I hove made indepen- EXHIBIT A I' II I , \ I II dently 01' thiu my l':Ult 1'1111 3ml 't'ent:\Inont for the payment of 1\ inum'anee proceedn, Fn'rll: 'rho llequeut heretofore mndo ahall be ! free 01' any-:;all eotate and inheritance taxen, includlnr., but I not 11,nitcd to t:Wooo on any in"lU'ance pa:;ahlc at my deoth, and \ I ,11rect my exucUtol' to pay nll nucll t::l-",cu from my eutate. sIX'rlI: - I hereh:r nominat", conutitute ond nppoint my hUGband, l'IIILIl' PI,CE, to un the exccutor under thin my Lnat \1ill ::ond TentnnlCnt and I dircct that he oholl not ue \ l'equired to [',i...e any uonu or othel' necurity for the faithful per- 1'orm:mce of hin dutien in auch capacity in any Jurindiction \ihat- I i :lOever, or 11' any nuch \Jonu be l'cquireu, he';?hall not be required I ~ I to furniGh any uurety thereon. \ III \1ITIlES3 ':mEllEm', I have to thin, my Laut 1'1111 and 'l'entoment, nubucrihed '1 name nnd nffJ.:.:cU my Genl i.\ Jamoica, in lION Yorl: on the ':). -) L day of ;.1 J\(C ,.,.U" , in thc ycar One Thounond lline lI,mdred and Sixty-four. LV!),'nl/.; J: l',f!.~'<:.- . DOIlOTlIY sf PACE 'l " t,.r/i'~1-f. {..f,--- A;"'l'l.~ IHtnennen \ \ Ii it ,\ I, written " i\'\ ond nml II 'rho rorch.o1.nE~ 1n.ntrnmcnt, r:onr~lnt1n['. or tl,,:t'p.c (3) typcl pnr;cn, 1ncludlnr, thin one, \lnn :d..r.ncn, ncnlnd, publlnhcd ! , 'l'cntntrix therein named, on"j.r in tho prcncncc 01' UB, nnd " declared b,' DOllCTllY S. P,\CE, t.he for her Lnnt I-lill und Teutnment, -2'" ,- .. .,;...... --~..,. 2l-l)6-961 RENUNCIATION To the Register of Wills of DOY'c.iI""\I <2...""1"- b~ v \ 11,\"\ Il $, p(!.c~ deceased, In Re Estale of County, Pennsylvania. The undersigned (i'<..Y-u (r{\~_l! G lc,\(', /v'L,J?. I (f,nl\C, M\'\'\"\"c.~. Do..~ h }(/",J of the above decedent, hereby renounce(s) the right to administer the eslale and respectfully ask(s) that Letters or /J-CVni,il.!.!Ya!I<>\., be issued to SlAY1Ch'c, r-hn. WITNESS hand this day of ,19_, (!tUt~ ;? I~c~ ~ ~J~U I~ Y!LtUi.J1Al a41 ~ fa.. .I7w-,s- (Addres.) ,-, ~. ! /.3 '? I (lJ, c(dlrJIf'. 1(.( j(!J~ ~I-l I 70 I~ (Addre..) -, ~)U Lifr/7//UL /lAat.r'-" / (Signalure).7- $5 /7;,J~'I")~ rf'1:> ,.(~ ~/')I!~~ /;',. /)O.t/5- (Address) .,.~.~., -' .....,......;-. 21-96-961 RENl]NCIATlON In Re I!state of 'DoYC;~\....) s. ?,^CQ deceased. To the Register of Wills of ~,-"'I'" b<?,,\o,V\cl County, Pennsylvania, The undetsigned(i'l'Yd p",t.e GI.::>....c. ktiL\-1? 1. (...n^C. Mu.Y')'(. h ;){ r'J of lhe above decedent. hereby renounce(s) the right to adminiSler the estate and respectfullY' ~sk(s) that Letters or I-h.J..m"I'l'I.!. 1ycrh <:>1., bcissucd to S 0..\"'\ d Y' Co" Po. c t WITNESS l""\ .'. ~, ...... : .:1: .' 0.;. r.J ;..,.. .~:-.. ,. :.J ,..: ._. ';J ou .... ., I \ I I I hand this day of ,19_' , " C~iA~ K j~Ge-, 71~~t~ : '11f.4.e ,Lf1/11 J.(' 4... fy~, fa...,17 w-r \' (Add,e") ~, /31 (fJ; d.rllrJe. ICe( j{!~ PI-/- I 701.3 (Addless) _/~..6I4?/;7Ut., &/A~ (Slgn.lure) $3 /?/tilel.,.! ~rI/ /.~ c!:.-J~/~ ./}-J. /,)Ojl.5'- (Address) I , i I \ \ , , i EXHIBIT A '.,', '1 ! , I I I"- .JI .JI ..... o OJ'" ....~ III "0 !"""t N ='''''' !"""t 0 0'".... ..-4 _ en ~ .," -:; - - - - '::., \ ..... ...E:.', I' ..;-.=",''-,' <<:~\;"--:'.:~ " ,"-""..'" ..:f ;...1 '. ;.._",.'. :- . =-(::"J ',.~/\ .' >} ..:.::;'t~) ,._..._.,..r-j . .':{;:~;;' :f1 " .,.".\:j-:;:'~-~;'i'j ',{ : "' ' . i_~; ~_,',.' ~~;:~;{:'::'~1 ,:::; ~.;':.:?;:ilJ I.J '~: ,,1:t'~ '"I'~" J .,1' J _' -.;. ...\ - ::':;!"\\~::i'l . ,"~ ':'-1 '" 'a~ . ,. ~--.\ ;';~ti ;'.. C:',. ~ '. . ,),~:):~ " "..' ';',';:. :" L. I .~ \~ , ,. 't:l r:: " .... .... OJ 11 ::l U CJ ru .JI :_~ " '.:CIl /tl ',':~ a OJ " ~ 0 In l3-I o 0 ::l ..: 0 .... -" OJ 41 .. 4J !"""t 4J >.. ).4 In In 4J :s ~ ~ ~ 0 !"""t eo =' u ~ OJ 0 " ~u-U ,.. LI1 ?"- m , 0. ,',- . J , ,:' ..;, , " . .~ \ 'j ", ,J , i ..' _. --- ~,...,.,- -.-:,,~1I __ .,:, STATE OF I'ENN5YI,VANIA p~\iMfuCOUNTY OF CIIHIIERI.ANIl AffiDAVIT IN SUPPORT OF CLAIM AGAINST TIlE ESTATE OF DOROTHY S. I'ACI; DECEASED CASU 21-96-% I NCM I. Barbara Rumsey , ACCOUNT REPRESENTATIVE FOR CLAIMANT LOWES, PO BOX 29112 SIIAWNEE,MISSION, KS 66201 100.291.3323 CLAIM Of THE ESTATE OF DOROTHY S. I'ACE . DECEASED, NCM, nine hundred forty two dollarR and fifty four cents THE SUM OF (S 942.54 I. AS EVIDENCED BY THE FOLLOWING COMPLETE. LIMITED ITEMllA TlON AND OTHER A IT ACHED DOCUMENTATION, THERE ARE NO ADDITIONAL CREDITS OR OFFSETS DUE THE ACCOUNT EXCEPT THOSE STATED, THE BASIS OF OUR CLAIM IS AS FOLLOWS: REVOL VlNG CIWlGE ACCOUNT OPENED: 9/4/93 C82220390098141 BILLING DATE 6/96 7/96 8/96 CHARGES PAVMENTS CREDITS 100.00 FINANCE CHARGE 16,67 16,48 16.48 BALANCE 1098.64 1115.12 \141.60 10.00 Late Charge 130 .00 50.00 50.00 15.97 14.97 1027.57 992.54 942.54 9/96 10/96 11/96 SIG'~TLRE OF (lAI\I.\'T Barbaro LOWES , ;/J.~ \. I~ Ii. \ ro.. ;""~'".. I .\. ...1-.' '----J Rumsey. .~CCOl;ST REPRESENTATIVE ,. FOR PO BOX 29112 SHAWNEE MISSION KS 66201 .Januarv MV COMMISSION EXPIRES :II :0.., (.1 I: (,.., 9.. E CERTIFICATION OF NOTICE UNDER RULE 5,61a) Name of Decedent: Dorothy S. Pacp Date of Death: Novcmbpr 14. ]'196 Will No. Admin, No. ] 996-0096] To the Register: 1 certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on February 14, 1997 ~ Address Carol R. Pace 4 Shoemaker Lane, Mechanicsburg, PA l7055 Gloria J. Kautz 138 N. Middlesex Road, Carlisle, PA 17013 Deanna M. Murray 33 Millers Gap Road, Enola, PA l7025 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except NONE ALL PARTIES HAVE BEEN NOTIFIED Date: Februarv 14, 1997 ,1 .( //JJ.'. (f, Signature c: /) I~'i 1', Name Sandra E, Pace .... ~ .-r :.:; f."~ -./')'" .- ,.r; N Address 3524 Green Street o. eo Camo Hill. PA nOll - lD Telephone (7171 763-7526 ..~ L- , . ~ ,. ...... u.: ~- ~t.; Capacity: X Personal Representative ?" .*::1 ex: UU Counsel for Personal Representative ..'=f..tWI~ r;s. J99) ,;" Law Offices of CRAIG A. DIEHL. . ~ JUN 2 0 1997 - . 3484 TRlNDlE ROAD CAMP HILL, PA 17011 (717)7113.7113 401 N. MAIN SmEET Il'AlNG GROVE, PA 17312 (717) 121-1828 "".:; \ nil , . "HI'IIAN~.'l.'Ot1KIUIVISIUN IN RE: No. DOROTHY S. PACE Deceased DECREE Now, ' 1997, upon consideration of the annexed Petition, it is hereby decreed that Sandra E, Pace, Administratrix of the Estate of Dorothy S, Pace, appear and show cause before this Honorable Court why she should not be removed as personal representative of the Estate. By the Court: ], . .." ... IN TilE COUltT OF COMMON PLEAS OF CUMIJERLANI> COUNTY, PENNSYLV ANIA OIU'IIANS' COURT DIVISION IN 1m: No. DOROTHY S, PACE Deceased PETITION FOR REMOVAL OF PERSONAL REPRESENTATIVE FOR MISMANAGEMENT AN)) NONDISCLOSURE OF ESTATE ASSETS To lhe Honorable. lhe Judges of said Court: Pursuanllo 20 Pa,C,S,a,. seclion 3182(\) and (5), pelilioner, Deanna Murray, one of lhe heirs allaw of Dorolhy S, Pace, deceased, makes lhe following allegalions as reasons for removal from office of Sandra E. Pace, Adminislralrix, and personal representative of the estate of the decedent: 1. The pelitioner, Deanna Murray, is a surviving daughter of Dorothy S. Pace, who died November 14, 1996, Dorothy S. Pace died seized of both personal and real property, 2, Dorothy S. Pace was survived by four daughters: Carol R, Pace, Gloria J, Kautz, Deanna Murray, and Sandra E. Pace, Sandra E, Pace assumed the role of personal representative shortly after Dorothy S. Pace's death. 3, In January, 1997, Petitioner was asked by Sandra E, Pace, Administratrix, for $ 200 payable into an estate account to help pay for estate expenses, 4. Petitioner obtained independent legal counsel, Craig A. Diehl, Esquire, of the Law Offices of Craig A, Diehl. to advise her of her rights regarding the estate. 5, On February 14, 1997, Notice of Beneficial Interest in Estate was received by Petitioner. On said Notice. Jan L. Brown, Esquire, is listed as counsel for the estate, 6, The information provided in said Notice shows that Dorothy S. Pace died intestate, and states that there would probably be no assets to distribute to beneficiaries after payment of estate expenses, Said notice also states that personal property would be sold at auction, 7, Disputes have arisen between Petitioner and Sandra E. Pace, Administratrix. as to the supposed whereabouts of a Will, as to the removal of many items of personal property of the estate. and as \0 the disposilion of 312 shares of IBM stock which Dorothy S, Pace had in her possession shortly before her death, ~ 8, On fehruary 17, 1997, Petitioner's counsel sent Jan L. Brown, Esquire, counsel for the estate, two letters requesting llllY and all information regarding the 312 shares of IBM stock which the deceased owned, and requesting any infonnation regarding the possible whereahouts of her Last Will and Testament (See letters allaehed hereto and incorporated herein as Exhibit A.) 9. To date. there has heen no reply to the requests in said letters, 10, On March 3, 1997, counsel for Petitioner sent another letter to Allorney Brown requesting infonnation regarding the transfer of the 312 shares of IBM Stock from Dorothy S, Pace to Sandra E. Pace shortly he fore Dorothy S, Pace's death, This leller also requested infonnation regarding the existence of a Will. (See letter attached hereto and incorporated herein as Exhibit B,) 11. There has been no reply to the letter dated March 3. 1997, 12, Subsequent thereto, on May 7, 1997, Petitioner's counsel asked again for documentation of the transfer of the 312 shares of IBM stock to Sandra E. Pace and asking for documentation or infonnation regarding the existence or whereabouts of a Will. Moreover. counsel for the petitioner notified Attorney Brown in said letter that lack of a response within ten (101 days would force Petitioner to settle any disputes through litigation. (See letter attached hereto and incorporated herein as Exhibit C.) 13, To date there has been no response to the letter dated May 7, 1997. 14, It is believed that Sandra E, Pace, Administratrix, has deliberately avoided accounting for the whereabouts of the deceased's L1st Will and Testament and has converted to her own benefit the 312 shares of IBM stock which rightfully should be an asset of the estate, WHEREFORE, Petitioner, requests that Sandra E. Pace, Administratrix be ordered to appear and show cause why she should not be removed as personal representative of the estate and that the court grant such other relief as may be deemed proper. Respectfully Submitted, LAW OffICES OF CRAIG A. DIEHL Dated: J:". H 1H1 ~~v. Craig . Diehl, EsqUIre Atty, ID # 52801 3464 Trindle Road Camp Hill. PA 17011 (717) 763-7613 .. exhibit A I.mv Offices of Craig A. Diehl 3464 Trlndle Rond Cnmp Hill, I'enn~ylvnnln 17011 ~n~rn. @@~~ - Telephone (717) 763.7613 Telecopier (717) 763.8293 Crnit: ^, Diehl, I!Slluire, c,r.^, Lindn ^, CI,Meller, Ii'quire In Sprinc Grove, I'ennsylvnnln ;. 402 North Mnin Streel Sprinc Orove, r^ 17362 Tetephone: (717) 22S.1929 February 17, 1997 Jan Drown, E~quire suite No, 9 045 Sir Thoma~ Court Harrisburg, 1'1\ 17109 RE: Estate of Dorothy S. Pace Dear 1\ttorney Brown: I ju~t received a copy of the Notice of Beneficial Interest for the above-referenced estate. On this document it i~ noted that Dorothy S, Pace died intestate. Ms. Pace had a Will and I am writing to see ifthi~ was an error or if you were informed that no Will exist!l. please advi~e at your earliest convenience. Sincerely, ~a. (r~ Craig 1\. Diehl, Esquire C1\D:her cc: Ms, Deanna Murray .. 1:::.......I"'ltl:), ...'.l.'."............".....f!I""...lIl"...''''IP@ .' , , .. Lall' Offices of Craig A. Diehl 3464 Trindle Rand Cnlllp Hill, I'ennsylvnnin 17011 ~~~[ ~m~w .. Telephone (717) 763-7613 Telecopier (717) 763-8293 Crnig A. Diehl, Esquirc, C,I'.A. Lindn A, Clotrcller, ESlIUirc In Spring Grovc, Pennsylvnnin 402 North Mnin Strcet Spring Grovc, PA 17362 Tclephone: (717) 225-1929 March 3, 1997 Jan Brown, Esquire Suite No. 9 045 Sir Thomas Court Harrisburg, PA 17109 RE: Estate of Dorothy S. Pace Dear Attorney Brown: Previously, you were advised that I represent Deanna Murray in reference to her mother's estate. It is our client's belief that at the time of her mother's death there was a Will in existence. Please advise us as to whether you have questioned Ms, Pace about the existence of this Will. In addition, we have learned from Ms. Murray that the 312 shares of IBM stock owned by her mother were transferred, in some manner, into the name of Sandra E. Pace, approximately one month prior to her death. I would also like the opportunity to examine the documentation surrounding this stock transfer as soon as possible. Please be advised that our client fully intends to contest the transfer of this stock, as well as her inheritance rights to the SQme. Sincerely, ~ Q,!L,t.J. Craig A. Diehl, Esquire, C. P ,A. cc: Ms, Deanna Murray .,' ,...,,1'''' ,,~....,u, ,...;.,-,". exhibit C p-' ....".11,0 . . , ~ . " . Law OfficI's of Craig A. Diehl 3464 Trindle Rond Cnmp IIi11. PenMylvnnin 17011 ~n~N ,@(ID~W Telephone (717) 763,7613 Teleeopier (717) 763,8293 Crnic A, Diehl, Esquire, C,P.A, Lindn A, Clolreller, Esquire In Spring Grove, Pennsylvnnin 402 Norlh Mnin Slreel Spring Grove, PA 17362 Telephone: (717) 225- 1 929 May 7, 1997 Jan Drown, Esquir.e Suite No. 9 045 Sir Thomas Court Harrisburg, PA 17109 RE: Deanna Murray v. Estate of Dorothy S, Pace Dear Attorney Brown: Recently, John and Deanna Murray received a notice to pay 1996 school real estate taxes in the amount of $1,512.72 and county and township taxes in the amount of $452,06 on property of the Estate of her. mother at 33 Millers Cap Road, It is our position that the Estate is liable [or these taxes, as they were incurred prior to her mother's death, Please see that these obligations are paid promptly, Payment for the school taxes should be made to Debra Basehore Wiest, 269 Woods Drive, Mechanicsburg, PA 17055, and payment for the county and township real estate taxes should be made to the Cumberland County Tax Claim Bureau. In addition, we still have not received any response to our concerns about the existence or location of the Will of Dorothy S. Pace, We also requested to see documentation related to the stock transfer to Sandra Pace. If we do not receive a response within ten (10) days of your r.eceipt of this letter, we will proceed with litigation to resolve these issuen. It is our hope that legal expenses for all parties will not have to be incurred. CAD,her Sincerely, C4 tI, (r..;)J. Craig A, Diehl, Esquire cc: Deanna Murray IN RE: DOROTHY S. PACE DECEASED . . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO.j'll.- IIL-/ ORPHANS' ORPHANS' COURT DIVISION . . ORDER OF COURT AND NOW, this 25th day of JUNE, 1997, based on the averments of the attached petition, the Court makes the following order: 1. Sandra E. Pace shall file an inventory of all real estate and personal property of the decedent with the Register of wills on or before July l4, 1997. 2. A hearing is set for Tuesday, July 29, 1997, at 1:30 p.m. in Courtroom # 1 at which time Sandra E. Pace is directed to appear and she may be examined at that time concerning the I.B.M. stock and her knowledge of a will of the decedent. I further direct that counsel for the Estate shall make certain that Sandra E. Pace promptly receives a copy of this order. By he Court, cc: .~ {\.." H rold E. Jan Brown, Esquire -fl)lhL.,! C~("l I.- .;Jt" 'Il Counsel for the Estate ( p~~) ';:) ~- -. - "/ - :sld Craig A. Diehl, Esquire - /11(\;/',\ ('~(';I (.-.'iLo"1( ~ 00 "IJ c c':. \r~ .~ ~ ...J c. c:: ,.- I '0 , .J " .- VI '" o - .. r- ~ ; Z :; Z " < :;~~o O::l >- II 0: 0 Ul II m U z '1 tn Z :t . . W " .J :0 Do . o ... Z ~ ci ;: .,0( a: a: - :J " m II Ul ~ - .. a: a: < :t I .~--., ':~tt '\' ~. ...,A, ._ JUL 0 ( '~:l/P(- . ... 1.' Q ( '). \. ,'1 ... ... . ." .. ' IN TilE COURT OF COMMON I'LEAS OF CUMm~ltLAND COUNTY, I'ENNSVLVANIA ORI'IIAN'S COURT I)\VISION IN RE: DOROTIIV S, I'ACE, Deceased No. ,;;.I-Cffc, -qt." ORDEn ofCOlJltT __ (II I . Q. AND NOW, this 't day of ~ /' ,1997, based upon consideration of the Respondent's Answer to Petitioner's Petition for moval of Personal Representative for Mismanagement and Nondisclosure ofEstate Assets and New Maller and Counterclaim to Restore Real Property to Estate, it is hereby decreed that Deanna Murray appear and show cause before the Honorable Court why she should not restore the real property, of Dorothy S. Pace to theestateofDOROTHVS,P~C~. . j.e.:r j-l/,--u :}-,...\--'Q.':!'?-11c:r? 7 A (Jo "-~ 'N 's !'>t.cCCJ! Q ftiJ . . V ( . c OYTHE COURT /j",( F Sl" . J, ... '" 1 ... . . IN 'I'm: COllin OF COMMON I'LEAS OIl C\IMnEIU,ANU COlINTY. I'ENNSYLVANI,\ OIU'\IAN'S COllin' J)\VISION IN RE: DOROTIIY S. I'ACE, No, Decellsed RESPONDENT'S ANSWER TO I'ETITIONER'S I'ETITION J101t REMOVAL 01' PERSONAL REPRESENTATIVE FOR l\\ISMANAGEMENT AND NONDISCLOSURE OF ESTATE ASSETS AND NEW MA'ITER and COUNTF.RCLAIM TO RESTORE RF.AL PROPERTY TO TilE ESTATF. To the Honorable Judge Sheely: AND NOW comes the Respondent. SANDRA PACE. by and through her attorney. JAN L. BROWN and responds and avers as follows: Respondent's Answer To Petitioner's Petition for Removal of Personal Represenlative for Mismanagement IInd Nondisclosure of F.stale Assels I. Admitted with explanation; Petitioner's petition states Dorothy S. Pace died seized of both personal property and real property, Respondent in this Answer under New Matter is attempting as administrator to claim the real property of decedent as property of the estate. 2. Admitted in part and denied in part. Respondent did not assume the role as personal representative, Respondent was appointed Administrator for her mother's estate. 3. Admitted with explanation, the decedent died with minimal funds. The Respondent requested all daughters (there arc four daughters) to assist in paying for the funeral. Respondent requested $200 from petitioner to assist in burying their mother. 4, Denied. Respondent is without knowledge ofinformation sul1icientto foml a response to the averment and therefore the avennent is denied. 5, Admitted in part, denied in part. Respondent mailed Notice of Benelicial Interest to Petitioner on February 14. 1997. Respondent has no knowledge of actual date Petitioner' received notice, .. . ... < b Admitted. 7. Denied. Respondent <Ivers she with her sisters discussed the issue orthe Will with Petitioner. Respondent <Ivers <I copy of the Will W<lS localed hul no original Respondent further avers that the Register of Wi lis relllsed 10 <lcceptlhe copy and <ldvised her to liIe Illr Letters of Administration. Respoodent avers that Petilioner was \Veil <I\V<lre or the stalus of the Will and Petitioner signed a revoc<ltion (a copy is attached. marked <IS Exhibil A <lnd incorporated hereinl renouncing Petitioner's opportunity to <lct <IS executor <lnd requesting Respondent to be n<lll1ed as Administrator. Respondent avers Petitioner, in Notice or lJeneliciallnterest, W<lS informed that decedent's personal property would need to be sold in order to pay credit eard bills <lnd to <lssist in funeral expenses and administration expenses. (A copy or the Notice of13eneliciary Interest is attached, marked as Exhibit 13 and incorporated hereinl. 8. Admitted. 9. Denied, Counsel for the estate responded to Attorney Diehl's letter on Febru<lry 18. 1997 (one day after AUorney Diehl's leuer of February 17, 1997) a copy of February 18, 1997 letter from Auorney Brown to Attorney Diehl is attached, marked as Exhibit C and incorpornted herein. Auorney Brown's letter in part states: "At this time the estate account consists only of moneys that have been placed in that account by Dorothy's (decedent's) children, Your client's three other sisters have put between $1,900 and $2,300 in the <lccountto assist paying the funeral expenses and numerous other small expenses, i.e. renting a dumpster. etc. ...., Since the estate at this time has no money other than the moneys from the children there is nothing to draw from to pay for administrative expenses. Also be advised that there exist claims from Mastercard, Lowes and Sears ag<linstthe estate. Sandra ( the Respondent) has been <luempting to collect the personal property in an elTort to sell said property and fund the estate. Once the property is sold, it is hoped th<ltthe children c<ln be reimbursed. If there is any money remaining, certainly your client would sh<lre in an inheritance. However, at this time there is a $7,100 funeral expenses and a few thousand dollars in charge card expenses that have yet to be paid." I O. Admitted. II. Denied in part and admiued in part Respondent avers that Petitioner was well aware of the response to the questions concerning the Will and a wriuen reply was not necessary. Respondent's attorney did not reply to Petitioner's attorney's letter of March 3, 1997. 12. Admiued. . ~ .. 1.1. Admilled wilh explanation Respollllelllavcrs "etitioner was well aware of the response to the lluestions concerning the will allllthatthere were no assets in Ihe estate J.I Denied. Respondent has communicated openly with Petilioner ahout their mother's will, that the Register of Wills would notacCepl a copy of the will and Petitioner was aware that the Respondent would be appointed Administrator by the Register of Wi lis There is no IBM stock in the estate 312 shares of 1Bt\1 stock were transferred III Sandra Pace by Power of Allorney in October of 1l)l)6 allllare not part of the estate A copy of the Power of Allorney is all ached and marked as Exhibit D and incorporated herein The stock was properly and legally transferred out of Dorothy Pace's name prior to her death and therefore not an estate asset. Further, Petitioner's Petition alleges mismanagemelll of the estate and cites no mismanagement. Respondent has administered the estate properly and executed her duties as Administrator of the estate in the following manner: Respondent was sworn in by the Register of Wills, obtaining the proper renunciations from the three other heirs, Respondent made certain her mother was buried and the funeral paid for Respondent has advertised the death through the proper publications Respondent has notified the creditors of the death Respondent has paid bills for her mother's estate administration Respondent notified the beneficiary via the Notice of Beneficial Interest and properly filed the 5,6 certification with the Court Respondent retained an allorney to assist in the estate administralion Respondent has allempted to ascertain decedent's property Respondent has arranged and paid for necessary incidentals in the administration Respondent has obtained some of the decedent's personal property, auctioned oll"the property and included the auction proceeds in the estate account Respondent as Administrator has sought legal advise and investigated the potential of a medical malpractice lawsuit against the decedent's health care providers Respondent has filed decedent's 1996 state tax returns Respondent has sought to obtain all assets possible for the estate, properly administered the estate to date and has not mismanaged the estate assets. New Matter and Connlerclnim to Hestore Henl Property to Estate 15. Respondent is Sandra Pace, the daughter of Dorothy S. Pace. . .. If>. Respondcnt is thc Administrator ofthc bliltc ofJ>oruthy S PilCC, being duly sworn in on Novcmbcr 25, 19'J(} by thc Cumbcrlilnd County Register of Wills, II copy of the I.cllcrs of Administration is 1I11llchcd IInd milrkcd i1S Exhibit E. i1nd incorporatcd herein 17. Dorothy S. PIICC (decedcnt) o\\l1ed rCill propcrty, lociltcd i1t 33 MilicI's Gup Roud, Enolu PA 17025, Cumberland County. Pcnl1sylvuniu, which wus propcrty thut she und husbund lived in and raised their children. 18. On MilY 23, 1996 Dorolhy S. Pilce exccuted iI decd grnnting (/ f/onio/l of her interest in the property to Deanna M. Murray (respondent) 19, The deed, a copy which is i111ached and marked i1S Exhibit F i1nd incorporated herein, is a typed document with the exccption of the following words handwrillen aileI' the grantees names" joint tenants with right of survivorship and not as tenants in common". 20. There are no initials by Grantor indicating the handwritten words were approved by Grantor, or were on the documcnt at thc time ofthc signing of the deed. 21, Respondent avers that her mother had inlended her home to be included in the estate and be dislributed to all her children. 22. Petitioner's Petition filed with this Court, states "Dorothy S. Pace died seized of both personal and real property." 23, On November 22, 1996, less than one week aileI' Dorothy S, Pace's funeral, Petitioner deeded her interest to her husband and herseU: a copy of the deed is attached, marked as Exhibit G and incorporated herein. 24. On May 7, 1997, counsel for Petitioner sent to counsel for the estate a notice that Respondent expected the estate to pay 1996 school real estate taxes in the amount of $1,512. 72 and county and township taxes in the amount 01'$452.86. (A copy of the May 7, 1997 letter is attached, marked as Exhibit Hand incorpornted hereinl 25, Counsel for Petitioner's letter of May 7, 1997. states: "It is our position that the Estate is liable for these taxes, as they were incurred prior to her mother's death." 26. Respondent avers that Dorothy S. Pace had intended for the family home to be included in her estate, and avers that Petitioner transferred the interest due the estate to herself and her husband. 27. Respondent further avers that Petitioner was aware of Dorothy's S Pace's interest in the property as Respondent expected the estate to pay the property taxes on the property. i:< ". t . . 21-96-961 RENUNCIA nON .. . . To the Register of Wills of 'DO'(Cl~"') S, Po.ce c...v.""- b~v \ 0.\'\ cl. deceased, In Re Estate of County, Pennsylvania, The undersigned (('-'1"01 PLl.~e G I()....c, ktiL,l?. I ((..n^,. M,,-\"\'c.~. .Da.~ h -)(YJ of the above decedent, hereby renounce(s) Ihe right to administcr thc estatc and respectfully ask(s) that LeUers o r /-j-cVnin',.!.-Jya'h~~., be issued to 5 '^' ri d y' c.. Pel c t WITNESS hand this __ day of ,19_, (~d ;? f~L-. ?I ~~ (~ 'ilLtl-ejjlAIJ.dJ~ fo... .I'7w-S- (Address) icnaturc) /.3 ? (JJ; d...t/('Je. R'f /C~ 1?Jl- 17o/~ (Addr".) C"'l ,'. ..... ~, , -' ,J.. " u. N ;~ .:: ,-, -. '- ... .~ ::l UU ~4~7UL /?h-Ut<f!.r (Signa,ure) r ~5 /?1//Ie/o~.J rft'l/ ;e"c( c!:;'Jd/~ /J.;. /)0.9.::;- (Address) EXHIBIT 1\ - LIIST WILL Alto TF.:l'rMlEllT of DOROTHY S. PACE , Ii \" I, DOROTHY S. PACE, nloo known 00 DOROTHY t-l, PACE ond ....\ Utl((/--",.' U,., 0, r DOROTHY PACE, nOH reoiding in l,ri1!h1lfly.!-l-le, County of Cumberland, , lll.: stote of pennoylvnnin, being of oounr! nnd diopooing mind, mo.mory and underotanding, conoidering the uncertainty of life and the ce1'tainty of death, do malec, publ10h and declore thio to be my Laot fl111 nnd Tcotament, hereby revoking ony ond 011 former wills, codicllo, and other teotamentary w1'itingo of nny noture whntuoever IbY lIIe at any time heretofore mode. I ~: I direct that all my debts, funeral ',and adm1niotrative eT-penOeD be paid 00 coon after my decenne ao may be practicable. ! SECOND: I heNby devloc all of my notnte, both real and peroona1, or cve1'y kind, nature nnd deoc1'iptioll whereoo- ever oituated ami whether acquired by mo before 01' al'ter the execution of thio my I,not Will nnd 'l'eatnmcnt, of which I "toy cUe seized 01' poooeoood or be ontitled to dispooe of at the time 01' my death to my beloved huaband., PHILIP PACE. I 1,1 TI!..~: If my lmoband predeceneeo me, 01' if ! he nnd I diE.' nn n reau1t of a commen diaaoter, I then ,leviee my i entire notnte, both real nnd peroonn1, to my beloved children, D~J1n\,1 CAnOL PACE, SAIIDR/\ PACE, OLORIA PACE nnd DIANA PACE, ner nw] not per cDpita, to be equslly divided between them. i . \) '.>. lJ stil'pea ,",jl.l/I'I FOURTH: NothinG contained herein nholl 1n on~' way affect or diminioh any provision which I hove mode indepen- r EXHIBIT A at her roquent and 111 the prunellce of' each othol', hovo hereunto otgnod our nomen n~ nttentinr. witneoueu thm'oto, thiu . J:7 day or III~,( I,,,';,' , in tho year One 'l'hollualld Ilille llundl'cd nnd Sixty-rour. l'ouldine ot 1/-i"'j 7) J/_I:;67t- J-t'-a,,/( Aft; ?c; //,/. ~ J/ ' ot ) 1<"-"3 )) &:-E,;:' ! -)- . -. . -- ~ H~TICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Dorothv S, Pace , deceased, No. 21-96-961 (Admin, No, 1996-00961) TO: (Beneficiaries) Carol R. Pace 4 Shoemaker Lane Mechanicsburg, PA 17055 Gloria J. Kautz 138 N. Middlesex Road Carlisle, PA 17013 Deanna M. Murray 33 Millers Gap Rd, Enola, PA l7025 Please take notice of the death of decedent and letters to the personal representative named below. beneficial interest in the estate as follows: the grant of You may have a PERSONAL PROPERTY IS TO BE SOLD AT AUCTION, PROCEEDS FROM THIS AUCTION AND OTHER CASH ON HAND WILL BE USED FOR FUNERAL EXPENSES AND OTHER ADMINISTRATIVE COSTS. IT IS ANTICIPATED THERE WILL BE NO ASSETS AVAILABLE TO PAY OTHER CREDITORS NOR ANY RESIDUE AVAILABLE FOR D~STRIBUTION TO BENEFICIARIES, ALL OTHER PROPERTY WAS JOINTLY OWNED WITH RIGHTS OF SURVIVORSHIP, Name of decedent: Dorothy S, Pace Last known address of decedent: 33 Millers Gap Road Enola, PA l7025 Date of death: November 14, 1996 Place of death: Carlisle Hospital Carlisle, PA 17013 County of grant of original letters: Cumberland Decedent died testate X intestate. A copy of the will is X is not attached. EXIlIIJI'l' IJ ... . .' -. . '. , jAN'C. i31~OWN AlTORNEY AT LAW , . 1 , ., OLD ENGLISH GAl' 845 Sm T'ioMAS Counr SUITE 11A HMnlS8UnG, P A 17109 (717) 541.5550 FACSIMilE (717) 657.1512 AOMlff[D IN rA AND DI51nlCf OF COt.UMOtA Fobruary 10, 1997 craig A. Diehl, Esq, 3464 Trindle Road Camp Hill, PA 17011 ~e: &a.t.Qto of Donl.thy, PncQ Dear Craig: Please be administratrix your letter of advisnd thnt I represent Sandra of tho eotate of Dorothy Pace. Februnry 11 to my client. Pace as I am in receipt of There appoars to be a misunderstanding. Your letter states Deanna has informed me that you (Sandral are requesting her (Deannal to pay $1,000 into an estate account." At this time the estate account consists only of moneys that have been placed in that account by Dorothy's children. Your client's three other sisters have put between $1,900 and $2,300 in the account to assist paying the' funeral expenses and numerous other small expenses, i.e., renting a dumpster, etc. My client informs me that she had requasted Deanna to pay $200 into the account, not $1,000, so to assist in paying off these minor debts. Since the estate at this time has no money other than the moneys from the children, there is nothing to draw from to pay for administrative expenses. Also be advised that there exist claims from Mastercard, Lowes, and Sears against the estate. Sandra has been attempting to collect the personal property in an effort to sell said property and fund the estate. Once the property is sold, it is hoped that the children can be reimbursed. If there is any. money remaining, certainly your client would share in an inheritance. However, at this time there is $7,100 funeral expense and a few thousand dollars in charge card exponnoo that hnv0 yet tC' be paid. Lastly, it is my understanding that Deanna has received her 5.6 notification. Plenne advise me if that is not the case. EXHIBIT C . ' ~. . D_URABL&-G&NERAL-f.O.HER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS, That I, DOROTHY S. PACE, of 33 Miller's Gap Road, Bnola, Cumberland County, Pennoylvllniil, have made, constituted and appointed and by these presento do make, constitute and appoint my daughter,. SANDRA E. PACE, of 3524 Green Street, Camp Hill, Cumberland County, Pennaylvanill, my true and lawful attorney for me in my name, place and stead: 1. To demand, have, receive, collect and hold any and all moneys, securities, personal and real property of any nature whatsoever belonging to me or in which I may have any interest; 2, To deal generally and in all respects, without restrictions, in and with any property of any nature whatsoever in which I may have any interest; 3. To carry bank accounts for me and in my name in such banks as my said attorney may deem best and to make deposits of money belonging to me in such accounts and disburse said money on the signature of my said attorney, for any purposes in connection with the personal needs, support, maintenance or medical attention of EXIlIn!'l' D " . . myself, in any amounts and at such times as my said attorney in her sole unrestricted discretion and judgment may deem best; 4, To make disbursements of money belonging to me in such manner, at such times and for such purposes as my said attorney may in her sole unrestricted discretion and judgment deem best for the maintenance, upkeep, repair or any other purpose in connection with any real estate or personal property owned by me; 5. To sell, operate, manage, control or lease any and all real estate owned by me, and to collect, demand and receive the rents, issues, income and profits derived therefrom and to exercise in all respects general control and supervisio~ over any real estate belonging to me; and to make, execute, acknowledge and deliver to purchaser good and sufficient deeds(sl in fee simple or for any less estate. 6 . To purchase any real or personal property which my attorney- in- fact, in her sole discretion, deems desirable and appropriate and to execute and deliver any agreements, settlement statements, affidavits or other documents to effect the purchase of any real or personal property. 7. To borrow money from any person or institution and to mortgage or pledge any real or personal property and to execute , .. .... " such documents evidencing the loan including mortgages, notes, affidavits, lending agreements, financing statements, security agreements and such other documents as is ordinary and customary as my attorney-in-fact, in her sole discretion, deems necessary and appropriate. 8. To exercise general supervision and control over any securities which term shall include any manner or type of stocks or bonds, to include obligations of the United States, state, or local government and other personal property of any nature or type whatsoever belonging to me, and to collect dividends, profits or accruals therefrom and thereon, and to make sale and disposition of the same all as my said attorney may in her sole and unrestricted discretion and judgment deem best; 9. To use generally any moneys and property belonging to me in the general proper support, maintenance, care and attention of myself as my said attorney may in her sole unrestricted judgment and discretion deem best; 10, To exercise in all respects full management, control and power with respect to all of my property, whether the same be real or personal, as I myself could do, to liquidate any assets of mine, whether real, personal or mixed, and to make such investments of . . 20, To authorize medical, surgical, therapeutic or other health care procedures including the administration of drugs and the retention of nurses; 21. To authorize such medical care consistent with any living will executed by me or any other written instructions given to my family, my doctors or my clergy; 22. To demand and receive, sue for and recover, any and all moneys or rights of any nature whatsoever and from whatever Source derived that may now be due to me or which may at any time become due; and 23, To give in all respects proper receipts, releases and acquittances therefor, with no liability on the part of any obligor making payments to my attorney to see to the application of the proceeds of such payments or collections, hereby giving and granting unto my said attorney full power and authority to do and perform all and every act and thing whatsoever requisite and necessary to be done in and about the premises as fully to all intents and purposes as I might or could do if personally present, with full power to subscription and revocation, hereby ratifying and confirming all that my said attorney may do. . " STATE OF PENNSYLVANIA COUNTY OF Ca..m bi,...1 a 11 d On this 13'f-!t ss: day of .s e tJ -I-WI lu V' . 1996, personally appeared before me, a Notary Public, in and for said County and State, DOROTHY S. PACE, who, being duly sworn deposes and states that she executed the within Power of Attorney as her voluntary act and deed for the reasons and purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. ~ {~fu Public (SEAL) NOT AI!1AL SEAL JACOUELINE C WOLF NOTARY PUBLIC CARLISLE BORO. CUMBERV,NO COUNTY PA MY COMMISSION EXPIRES MAY lB. I99B 74507-1 ...' ,...... 'j (,,1 I.,' l 'l , / ,,;1', :)........ ..... '-'.. ~ ' \I .. I..~....' .. ... .v.....,... \... . ..J, . l\-< ':,,:.. I', .J,; .; . ",._ ..oJ .': ""1 .J 1 l 1\:, ~~ ',~\ ':y j'4/ ., ) ';. ..... '/ '" \., J . ,...... '-\Ir. to. ..,JJ\.~.. . } .... .. .1#\., J' " I) ..1....:J.... ',\ ..",r- o. " 0.., ;~;~lU.~1.~..1 .... Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters of Administration No. 1996-00961 PA No. 2196-0961 ESTATE OF PACE DOROTHY S (L/I::i'l', 1'1K::i'l', M1UULl:;j Late of SILVER SPRING TOWNSHIP \,;UMl:ll:;KL/INU \,;UUN'l'Y, Deceased Social Security WHEREAS, PACE DOROTHY S lLA~~1 r~K~~1 M!UUL~) CUMBERLAND COUNTY and No. 109-16-4347 , late of SILVER SPRING TOWNSHIP , died on the 14th day of 1996; November WHEREAS, the grant of letters of administration is required for the administration of the estate. THEREFORE, I, MARY C. LEWIS . . in and for the County of CUMBERLAND Commonwealth of Pennsylvania, have this day granted to SANDRA E PACE (Li\::i'l', rlK::i'l', M1UULJ:.j , Register of WillI , in the Letters of Administration___ who ~ duly qualified as administrator(rix) of the above named decedent and ~ agreed to administer to law, all of which fully appears of record in my Office COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office on the 25th day of November 1996. - 'mn" ~ C.. ;1'.....;, 0 " .,oR (\ ",;~ o KegJ.sr.e~(a 1tt11f, "" of the estate the estate according at CUMBERLAND COUNTY EXlllnIT E **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) "" .' .' /~f;7~& " T HIS DEED Dorothy S. Pace, widow, c .... -, ~ j;, ',U ~ (""l CJ mo": ::1 ....1"1 ,..... 1- ."- ~ c"" c...:2 _r"'l-1 ;;::1 :"J ::D (") 0 r" :3 0""'- c:o~ :: rT\ r:,' : (.D -.. ~ r- :...c -< 0 ~: 1(/'1- U"I """ herein designated as the GraMor, . UJ Ol c:.... 5 -- rod is made this f(3 day of M,lY, 1996 BETWEEN AND Dorothy S. Pace, ,widow and De'lnna M. Murray, married woman, J' C;:'I+ +enQJ1-tS wi-!.h riq,h-t,c6 .$LJ,..l"U;JCrSh".p a.nd no-t. a.o +enG.i1-/;;S 111 CbrnmOn, G herein designated as the Grantees. WITNESSETH, that the Grantor, for and in consideration of One Dollar {$1.001 fawfuf money of the United States of America, to the Grantor in hand well and truly paid by the Grantees, at or before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged and the Grantor being therewith fully satisfied does by these presents grant, bargain, sell and convey unto the Grantees forever, ALL THAT CERTAIN tract of land situate in Silver Spring Township, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point in the center line of the State Highway known as Miller's Gap Road, which point is ninety-five {95} feet in a westwardly direction {rom the western line of a private right,of.way which runs in a southwardly direction from said Miller's Gap Road to the State Highway known as the Wertlville Road; ,~""'" boo ".d ..,,, "r 'o'm.rly "f D'j' A r."..... 'r;d D ,: enst ..u,th 1 J"rnn ?, ~:n"'". """t too," n"''''"'' ........ ,"" "u'" I'..'. u il_ ...,~.. .., a, il,., - ,"U , u.l1...~.... ,u.." .." "u ,....,.. thirty.five {235} feet to a point; thence by land now or formerly of Ray A, Garver and R. E, Best, south 65 degrees west ninety {90} feet, more or less, to a point; thence by land now of Ray A, Garver and R. E. Best, north 25 degrees west three hundred ten {31 a} feet to a point in the center line of the Miller's Gap Road aforesaid; thence by the center line of said road and on a curve to the left one hundred {lOa} feet to a point. the place of BEGINNfNG. CONTAfNING ,56 of an acre. more or less, BEING the same premises which James W. Sauerwein and Violet M, Sauerwein, his wife, by deed dated January 6. 1959 and recorded January 7, 1959 in the office of the Recorder of Deeds in and for Cumberland County, Pennsylvania in Deed Book W,I B, Page 217, granted and conveyed unto Philip Pace and Dorothy S, Pace, his wife. The said Phifip Pace died on June 22, 1968, thereby vesting sole title to Dorothy S. Pace, his wife, by operation of law. BOO~ 140 pm 969 EXHlnIT F TillS IS A CONVEYANCE BETWEEN MOTIIER ANO OAUGIITER ANO TIIEREFORE IS EXEMPT FROM PENNSYLVANIA REALTY TRANSFER TAX. Tho lands abovo doscribod aro sold subjoct to tllo rosorvations and rostrictions sot forth in dood datod January 6, 1959 and rocordod January 7, 1959 in Oood Book W,18, pago 217. which shall follow the land and bind tho Granteos, their heirs and assigns, It is oxpressly understood and agreed that tho reforence to said fifty 150J foot wide private right,of,way in Oeod Book W.18, pago 218 and the granring of tho right to use the same as hereinbefore set forth, shall not constituto a dedication of said right.of,way for public use, UNDER and SUBJECT to covenants, easements, and restrictions of record. TOGETHER with all and singular the buildings, improvements, ways, woods, waters, watercoursos, rights, libertios, privileges, horeditaments and appurtenancos to tho same befong or in anywise appertaining; and tho roversion and reversions, remainder and remaindors, rents, issues and profits thereof, and of every part and parcel thereof; AND ALSO all the estate, right, title, interest, use, possessions, property, claim and demand whatsoever of the Grantor both in law and in equity, of, in and to the premises herein described and every part and parcel thereof with the appurtenances, TO HAVE AND TO HOLD all and singular the premises herein described together with the hereditaments and appurtenances unto the Grantees and to Grantees' proper use and benefit forever. AND tho Grantor covenants that, oxcept as may. be herein set forth, she does and will forever specially warrant and defend the lands and premises, hereditaments and appurtenances hereby conveyed, against the Grantor and all other persons lawfully claiming the same or to claim the same. In all references herein to any parties, persons, entities or corporations, the use of any particular gender or the plural or singular number is intended to include the appropriate gender or number as the text of the within instrument may require. Wherever in this instrument any party shall be designated or referred to by name or general reference, such designation is intended to and shall have the same effect as if the words "heirs, executors, administrators, personal or legal representatives, successors and assigns" had been inserted after each and every designation. IN WITNESS WHEREOF, the Grantor has hereunto set her hand and seal the day and year first above written. Signed, Sealed and Delivered in the presence of: " 'J , (....-2... BODY. 140 PACE 970 , . . " to .. .' COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF YORK Witness my hand and seal the day ancl year aloresaid, HOTlAL'l. ~UJ. QV.P.I L. tV,Ce.. t;~i"...:r{ i'W:::'~C "CrKCtTY. 'es'~ ,=".,~;:;i( lGf CO:J.!t~:;~.".C~: r.:::-'~.::~ .~../.'{ "j, ''j~O The undersigned certifies that the precise residence and complete post office address of the Grantees is: ]>0 cQii /I'J ~ ff}a.p (2 (l(Jd f..n 0 I a 2{:1 lJ DdS COMMONWEALTH OF PENNSYLVANiA 55. COUNTY OF CUMBERLAND .0, 1996, in the Recorder's office RECORDED on this 0 of said County, in Deed Book .Lot. f day of (' \: ' , Volume - ~ J Page : -:~{2S;.Gt~~kmY hand and the seal of the said office. the date above written, ~._.' '. ,..' "'..,..'" ....... ..~...aJJ.\....~..... . ._,r.(.~~-q,..~:;a:" . ~.':-:i';'~....~~.:..;: -:......<rf.~*t- .0 . ~...I..~T ~p.-.~.""~'Q. :;0-':. :~~:<:;~':"'~:a.::.~~~,,,~'.~l,a '()_''.:J,-~,:-<,>,-_\~,.r:: .=.... ',_.'_ . 'T.t'':~' -.'r;" .,~:J,~\"""'"~!{''\''~-_''' ,,~~-,:"'~";::~.~~'''':''':' ".: ... . . .._..~._ ,..r....\.:..,.. o_.Q '.~.~J~'. "..-;-'f.-::.:~~:.';.~~f#il/~it.. ,~~:..~.~:;l....::::~~~-;:l~":. . .!J... ~...-..- . -......""""'-. ,'::::t !t! to "':. "'J' .._'4... . -_.!.".a;.t.--............:: . 4~ f? r/-' Recorder aOOK 140 pm 971 '. . . to COMMONWEAL TII OF PENNSYLVANIA 59. COUNTY OF CUMBERLAND s. il Remembewl. Ihal on Novemb"1 22, 1996. balolo me, a NoWy P/lbli't, pOlSonally appodlCd Oeannl M. M/lllay, knolVn 10 me 101 sarislaclollly ploven/lo be Iho pOISon IVhoso namo is subsctibod 10 Iho lI'ithin doed and acJnolVlodged Ihal she eleculed Iho same 101 the pUlposes Ihelein conlained. "", ,.......,.." ..<.f~:i:t:.! ~ ...... . ~~.:J)~~~~;,..t.)o~.. lVilness my hand and SCJI Ihe day and YCJI alolesaid. :r'!r~'/;*:~~;$", ~\ Ji..q iY'~~tt.~I:..t:J : i r,: : t:;:':-o,:;ti:.: ; ~ .l \ ~.~:::""~ .~ p,. ~~,,\ ....:.!~." ~ ,,~:., f:'i.:. '. ~~'~'" .'fl. ,0' 0 ~., t... ".:.,0. ...:....;.. ", ,0' .... ... Itts. ....,. /I0Tl,mAL SEAL tltLEU E IMSMUZSEU. Il0lolry PubliC en'"'' t 1.11 0""'. '~". ClllllbOj,I;,nd Counry _~~""'~"'~';'I~!;:~I.~^IJoJ 2,1!J'j:J The undClSigned COIlilies Ihal Ihe pledse losidonco and complole posl ollice addless 01 Ihe Glanlees is: 'J'?, rQ.'{lpi.$ (..,1a...!2.ul7l{ I ,- en.) 111 efLj'71);J;') -S'C1 lJ:,(J.. C~~ Auolne/1Agonl lor Granlees ' COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND RECOROEO on Ihis ,,x ') 01 said County, in Oeod 800k /l{l day olfloJ , Volunw- A,O, 1996. in Ihe Recorder's oll,ce , Page (;eILJ . Given undel my hand and tho seal 01 the said ollico, tho dale abovo II'IiUen, .... .:..4 ::;........::.~":':.~.,..~~ ..:.~{:;;!!::'~:""~-;.;i,.:~::,:, ~r' /7 _..._.....~....""'.:.t..~..._1. 4~:/7 .....,~~.J ~ "-'-L")' ..-.....,;,u=.... ,f ~ ~- ..:: '~~;/:A;.i:..:~2~"t'~~:::r".': ,,: ..;t.qY'!....TI.Jo."'lilC:...~.....1 :. .-:.,:,,:- :jr~~::;''''''.l''~~. '<~E..... --,~. -....- '. '.. ' . . I. ,fl~""''' Recorder ..,'. '.j- '..' . .c..~;",~...~...-...~ ...... .... !o... :L.:.:t,....r,... J:.~.;.J:."Ii--;..~""---~..-,\ .... ,_I . --: u"c:'m-Jij~1r",.'t:.., . .... .J:h,,:/,"Al{.~--~... aii6~ 149 rm 64G ... '." 't.,- Lull' Offices of . .' Craig A', Diehl 34M Trillllle Road Camp lIiII, I'ennsylvnnia 17011 't .' " Telephone (717) 763.7613 Teleeopier (717) 763.8293 Crnig A, Diehl, Esquire. C,I',A, Linda A, Clutfeller, Esquire In Spring Grove, I'ennsylvllnin 402 North Mnin Street Spring Grove, PA 17362 Telephone: (717) 225.1929 May 7, 1997 Jan B~own, Esquire Suite No. 9 845 Sir Thomas Court Harrisburg, PA 17109 RE: Deanna Murray v. Estate of Dorothy S. Pace Dear Attorney Brown: Recently, John and Deanna Murray received a notice to pay 1996 school real estate taxes in the amount of $1,512.72 and county and township taxes ,in the amount of $452.86 on property of the Estate of her mother at 33 Millers Gap Road. It is our posi.tion that the Estate is liable for these taxes, as they were incurred prior to her mother's death. Please see that these obligations are paid promptly. Payment for the school taxes should be made to Debra Basehore Wiest, 269 Woods Drive, Mechanicsburg, PA 17055, and payment for the county and township real estate taxes should be made to the Cumberland County Tax Claim Bureau. In addition, we still have not received any response'to our concerns about the existence or location of the Will of Dorothy S. Pace. We also requested to see documentation related to the stock transfer to Sandra Pace. If we do not receive a response within ten (10) days of your receipt of this letter, we will proceed with litigation to resolve these issues. It is our hope that legal expenses for all parties will not have to be incurred. Sincerely, <4- tl, 'tnd Craig A. Diehl, Esquire CAD:her cc: Deanna Murray EXHIBIT H "'1 , , ' '0 r, e.. - ~-J J :-} r;-~ ,-- .J p. ::> 0: Ou ell o ~ " t: .. 0( t _ :> Z Z" 0( ;:~~o 0:>)0 :: 0: Ou III '1 m z VI z :; . C 1LI " ..J ~ D.. ~ Z ~ ri .- <a:D: ., - ;) " m .. III : i:i D: 0( X . Register of Wills of Dauphin County, Pennsylvania INVENTORY Estaeo of Dnmthy SPace No, 21-%-% I also known as Dalo of Doath I III oli'Jc, 1(JI)-IC,-4,1.17 ,Deceasod Social SeculIlV No, Personal Representatlvet51 a. tho aba..... Estatu. deCflLl5ftd, vtlflfy tho1tho lIems appeorlng In tho following IOvuolory include all 01 the pOJlonel anats wherever tuluala and all of tho roal eslalo In the Commonwoallh of Pon"sylvent6 01 said Decodent, that tho valuallon plecnd oPPoslle each 110m at IiDtd Inventorv roprlllonta III hur value os of tho dole of the Oacedl,"". death, and thot Dacodent owned no rool altolo aullldo of tho Commonwoalth 01 Pennsylvanl8 O>>l:COpl that which appea,. in 0 memorandum at the end of thlllnvonlofY. l!We vCllIly thot tho slatoments modo In thiS Inventorv ora true and COffect. IfWe undorstond that folie Itatamentl horein ore mode subjoct 10 thu penollles 01 18 Po. C.S. Section 4904 reln110g 10 unsworn telllllcotion 10 authorltlel. Name of AllolnllV: Janl.. Brown. ESlJuire Personal Ropresonlallve: Sandra Pace 1,0, No,: Telephone: 845 Sir Thomas Court. Suite l) lIarrisburg. P A 171Ol) 541-5550 Doted 7/11/l)7 Address: 2, Household Tools: Snow Blower Table Saw & Accessories Volue $ 2.7()O,O() 400,()O )()O,OO 1()4.50 57.250,00 Descrlpllon I, Ilousehold Items - Proceeds from Auction (list allached) 3, Personal Assets (see all ached I 4, Real Estate - 5()% interest of property located at 33 Millers Gap Road. Enola, PA 17025 (currently not in estate. estate has made c1aimlilr half of value to be restored to estate) 5, The following accounts deposited into Estate Account: a, Savings Accounts - Members Firsl b, Checking Accounts - Mellon Bank. Members First c, Cash on Iland d, Note Collected - Ihlm Uncle e, Interestlncol1le on Estate Checking ($7,581 and Savings ($,48) f. Dividend Income (earned on stocks on record as of 11/8/96) Total with real estate property IAIlOCh Addieional SheelS II neccssoryl Total without real estate property l)O,l)O 1,425,21 50,00 2.000,()O 8,06 109,20 TOIBI: $64.437,87 $ 7.187,87 UOTE fhe Memollndum til le41 estale oulllde the (;ornnlollwr.3Ilh OII'r.ll11hl\llllllol m~v, ,lIthe r.1C!cllon ot IhC! pelS01ltll ICP'f"il!f1tolUllt' mclude the \lalue 01 e.ch 11em, but .uch IIgu'lI' .hould not bll nllllllldad miD the 101111 01 Ihft InvenrOlIl RW-B , rJillSO.NA1, ASSJDJi DESCIlIPTION VAI.UE I'crsonnl Assets Locuted with CUI'llI '.uer: I Drinking Gluss $0,20 .................................................................,............................................. ............................................................. ..~,~ ,p..i,~,7,~,~..I,;I~1 ~,\~,~r~" ....""" ,...",..,....",.,.",.,.",..""".."""..,"',..,..,"',., $1 ,00 .........................................,................... 3 Cookbooks $5,00 ..............................................................................................................- ............................................................. I Sweater $2,00 ............................................................................................................... ............................................................. 5 bottles Insulin $10,00 ............................................................................................................... ............................................................. ..~..~~,~,~~..~ r.~~~~~,~~.... ,.....,..' ...." ,........"..,...." ........,.. ".., ..,.."....,.....,.... $1),20 ............................................................. Few Coins $8,00 Personal Assets !.ncnted with Snndrn Puce: 1 Juiee Glass $0,10 ............................................................................................................... ............................................................. Few Coins $8,00 Personal Assets Locllted with Gloria Kuntz: 2 Juice Glasses $0,20 ............................................................................................................... ............................................................. ..~..p.~!,~~..~,?,7,~~......,.,.......,...........,..,.................................,....,......,....... $0,80 ............................................................. 2 Sweaters $4.00 ............................................................................................................... ............................................................. Few Coins $8,00 Personal Assets Located with I)ennnll M nrray: Set of Dishes, Service for 8 $25,00 ............................................................................................................... ............................................................. Bathrobe (new) $5.00 ............................................................................................................... ............................................................. Few Coins $8,00 ............................................................................................................... ............................................................. Bookcase (blue) $10,00 TOTAL I'ERSONAL ASSETS $104.50 BRICKERS AUCTION Complete Auction Service Auction - Wednesday Evenings 766-5785 CLEAR. f;JC[J 3?c. ,tJD /6f:,&, - , () (),()~ j7t~, qv'f j8J.fl Chuck Bllcker, Auctioneer TOTAL SALE COMM, :J-ZJ. 2- qj).. Jq U 6 qLf!,OJ } Ift.f - ~gDD,~~ /qoD q2.2.. IllY- ,;....-:; IOI,~ .._""'.... .~ , {1 'j:\\ l~')\ 01~~J .. $2. tJO :22~ 13 --If ~:~R ~o~~ ("" j !@) i~, "::,~~j,, ~ L-d -@ t:"n ,,'"' "" ... ITEM LOT ., _<i.~ ITEM I.iJ abt'J-t./ ~ L-J -@ ~ $ ITEM ~ L-J -@ BUYER ITEM ()J tl. L j /i)rt or-- ~ L-J _@ a $ 9 BUYER ITEM ~I L-J -@ 11 BUYER ITEM , ~ L-J -@ ~rt-"'" ;2. (; 0 !J - =/?v.&O ;?;;;{ t2 ()O . = $ 50 . =$~ ;Z~ J(}.OD , = $ ~;:) ?- ;;2. <10 - . _.. ........"r .., HEM C/UJ..; ~ ~ L-J--({f. 7 . 1)0 = $ 4 UUYEll '''(LO' · J Ia'f _'10 a :2 (). (JO ?'d (J BUYER ~~ ITEM ~f1ij_U ~ L-J -@ a$~ fJ~ B BUYER l HEM (lli1 j~ ~ L-J --@ = $ ;'00 10 BUYER HEM ~ L-J -@ 12 BUYER ITEM e5 -@ = $ . 14 BUYER HEM ~ L-J -q~ a $ . 16 BUYER HEM ~ L-) --@ = $ . .......,,"..T"'T.. s <31:3,~ ITEM ~ L-J -@ .. s--L~ 22 ITEM V'tLr .J ~ L-J -@ n S ()O . 5 BUYER -zr--- ITEM /UJt' f2-c-^ ./ ~" L-J _@ .. S 2;2 ~.&O BUYER ITEM ~ L-J -@ n s--k /12 9 BUYER ITEM /J/';'r'" jh ~ I ~ L-J -@ = s b. 6r5 7-~ 11 BUYER I ITEM jjJ 11 fj~ ~ L-J -@ 13 BUYER =s~ ;2:;< )~A/ ITEM ~ L-J _@ = s-/J20 15BUYER -;;;:z. ITEM tl-t.W de.J4) - - (LOT # J _@ .. s 1.80 t:'f7 . ..... I c: ITEM EJ _~b - s ,\ OUYEIl _ -j ITEM ~/JA ~ L-J _(If) ... $ ;27- I. 00 ~ 6 BUYER ITEM ~ L-J -@ ns/~.tJD ;21) B BUYER ITEM CA~~~ ~ L-J -@ g: .. s 10 BUYER ITEM ~ L-J -@ = s35~. 00 12 BUYER <- ITEM ~ L-J -@ = s I .eO l~UYER . -f2/( ITEM f A.-rjl~ (j~J-(t1.~ EJ-@ .. s "}.:;2. S- 0 16 BUYER c. ~ ITEM ' ~ L-J -@ .. s If~. 00 nll"I"IU.I~ T(,\T^1 S 5lo4.5O 3 BUYER ITEM LOT .. 5 BUYER ITEM (fJJi1!f:-, ~ . s;. L-J _1'- ~ S;J:2. @ - = sJ~.~tJ {;'o . @ - = S 0A ITEM ~ L-J -@ BUYER 9 BUYER s~ . = S 6.(;0 = S = S ~o ITEM ~ L-J -@ 13 BUYER /ao , = s ITEM ~ L-J -@ ~ s 3. [)O 15 '~1 '"". ~ ~ ~+I "'((aU )~. ~ lJ.ttt(. 00 "f,./_ Y ^...'" ---- ~ 0\ BUYER ITEM LJ 6 BUYER t.Lftn~~ ? ,::( _til; = S . ITEM ~ L-J -@ 8 BUYER ITEM LOT .. 10 BUYER ITEM LJ =s~ ITEM ~ L-J -@ ITEM \ ~-@ I _ _ ,. I 11 BUYER = S ~;l. {}O , -@ -@ = S 7;2, 12 ' :~:R izr~~ ~ L-J -@ = S 14 BUYER -:!i ITEM {,riI~ ~ L-J _@ = S 16 BUYER ITEM e=J . ;? PO 8'1- SO -@ = s ""...,,,,r> TI"\TAl S ITEM LOT I So -@ ~ $ !..-- 3 BUYER "(LOH)I:;id"f-~' ' _'i7J ~ $$. 00 5 BUYER ITEM ~.iJi'.4 (LOP) I -@ ~ $ 22- /.60 I :3 ITEM ~ L-J -@ ~ $ ;< &0 9 BUYER ITEM q..-i L/uV-.J (LOHJf _@ ~ $ ;2. [)C "'" ~ EJ -" - , .cJ6 / . 13 BUYER MA !k4 J , - EJ ITEM ~ $ /:;2. Do , @ 15BUYERt%!,. ' _ cb' /3; ITEM ~_ t....: t (f J-P...? / . CJ _@ ~ s 5. [)O ... " () ~'" c ITEM LOT #. _'ill = $ /'fJO 4 OUYER :;;z 0 TOT .f'_-rLjYJ&cVd ~ <ill = $ J:. (!) 0 13 OUYEn ITEM L?J 8 BUYER =$~O ITEM ~ L-J -@ 10 BUYER ITEM LOT # 12 BUYER 5"" () " -@ = $ . 6":3 ITEM ~ L-J -@ 14 BUYER = s 6. (;0 ITEM ~ L-J -@ {o = $ 113 BUYER ITEM J.2.4 /} 1,.0 J (LOT # r @ = $ 2. <Do ~"".,,"~ Tr\T^, S /11.0u , . 1 BUYER '. ITEM U -@ - s r,OO BUYER ITEM U -@ - S , 5 BUYER ITEM U -@ - S , BUYER ITEM U -@ - S , 9 BUYER ITEM U -@ - S , 11 BUYER ITEM U -@ - S , 13 BUYER ITEM U @ - S , 15 .0 BUYER ITEM ~ -@ - S , ITEM ~ ITEM ~ ITEM ~ ITEM ~ ITEM ~ 11 BUYE ~"O /WC @ -t'~ @ @ @ ITE ~ 13 BUYER ITEM ~ 15 BUYER ITEM (LOU) /7 ~ 'I @ @ 1l W/ierV t" @ 11--,,0 5'0 .. $ . n $ (DO n $1 L . ~ c Lif = $ /. ()O = $ .f;o ~ =s~ rw = $0. 7^- = s ).00 , ~ ITE M fD..kJ LOT ... 01 OUYEIl ITEM ~ G BUYER ITEM ~ 8 BUYER ITEM ~ 10 BUYER ITEM ~ 12 BUYER ITEM ~ 14 BUYER ITEM ~ 50 . 10 .. s -lE- 'i!J n $ .;ztj' ~wtJ~fr1lrv- /~ .. s S. co r r~ @ ..s~o -r:~jJJ7JA R ~ @ s s. () 0 @ .. s . / o'D $ . 16 BUYER ITEM CftfJ/V~ ~ ~ @ .. s . .... ..""",.. Tr\TAI S 9'3. -; ('" . ITEt,\___ EJ _~O s ;( & 3 BUYER --;;J:l- \. .P, "(LO" ) fMULLAJ r _@ ~ S~. 00 5 BUYER _~ -0 ~!i "(LO") /t,r-o - A ~ _@ ~ s---/-. Db BUYER ~ ITEM ()/Jj}/I,~ ~I L-J _@ a S 9 BUYER ~- .;(~ p ITEM ~ L-J -@ J;<T::) ~ S . 11 BUYER :;L:;? ,~ ITEM ~ L-J -@ ~ S ;. DD " / tp- ITEM .~....\~ EJ _@ a S / D. [) 0 "::" Gi'{II"Y .' ~;.J/ ;cr? ~ ~ '/(/ L-J _<I; as 7.t9o 0, I ITE~M ~.' /L- LOT _'if) a Sa. 0\ I3UYEIl ITEM !)).LlE_4~ COT N J _(if} CI S 6 I3UYEn 1 ITEM c.1.IfL J EJ-@ ;L~ - S /. 8 BUYER ITEM ~ L-J -@ a S 10 BUYER L ITEM ~ L-J -@ _ S l). f)o /37 I I 12 BUYER T:J:!J. ITEM C~ ~ L-J -@ _ s7?-.5 CJ 14 BUYER g@o . ITEM ~ L-J -@ a S 16 BUYER ),6& 99. 7)' ITEM ~ L-J_rft. a S .. ---.. !; lAw OjJ1ClS oj CRAIG A. DIEHL \ 34M TRINOLE ROAO CAMP HILL. PA 17011 (717) 783,7813 402 N, MAIN STREET SPRING GROVE. PA 17302 (717) 225.1828 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN REI No. 21-96-961 DOROTHY S. PACE Deceased ANSWER TO RESPONDENT'S NEW MATTER AND COUNTERCLAIM TO RESTORE REAL PROPERTY TO ESTATE AND NOW THIS 2~t~ day of July 1997, comes the Petitioner, Deanna M. Murray, by and through her attorneys LAW OFFICES OF CRAIG A. DIEHL, and files this ANSWER TO RESPONDENT'S NEW MATTER AND COUNTERCLAIM TO RESTORE REAL PROPERTY TO ESTATE, and in support thereof avers as follows: 15. Admitted. 16. Admitted. 17. Admitted 18. Denied. Petitioner specifically denies that on May 23, 1996, Dorothy S. Pace executed a deed granting a portion of her interest in the property to Petitioner. To the contrary, on May 23, 1996, Dorothy S. Pace executed a deed granting a joint interest with right of surVivorship and not a tenancy in common to Petitioner, 19. Admitted. i " -\ .- 11 ii 20. Admitted in part. Denied in part. The allegations of this paragraph constitute conclusions of law to which no responsive pleading is required and, accordingly, the same are denied and strict proof is demanded at hearing. Petitioner admits that there are no initials next to the words which are on the first paragraph of the deed. By way of explanation, the handwritten words were inserted at the Recorder of Deeds Office prior to being recorded, but subsequent to the signing, when it was discovered due to an inadvertent error by Mary E. Helster, real estate secretary for Law Offices of Craig A. Diehl. 21. Denied. Petitioner specifically denies that her mother had intended the home located at 33 Millers Gap Road, Enola, Cumberland County, PA 17025 to be included in the Estate and to be distributed to all her children. To the contrary, Petitioner avers that Dorothy S. Pace intended her daughter, Deanna M. Murray to have the entire home upon her death. 22. Admitted. 23. Admitted. 24. Admitted, 25. Admitted in part. It was the desire of decedent to continue paying for the real estate taxes subsequent to the aforementioned deed conveyance. 26. Admitted in part. Denied in part. Petitioner specifically denies that Dorothy S. Pace had intended for the home located at 33 Millers Gap Road, Enola, PA 17025 to be - <" "_"~~m___.", _'~'__.' "F...., '" .., " ~ . , IN RE: DOROTHY S. PACE IN TIlE COURT OF COMMON PI.EAS OF CUMBERI.AND COUNTY. I'ENNSYLVANIA Nu. PETITION TO SET ASWE ItEAL ESTATE DEE\) AND RESTORE REAL PltOl'ERT\' TO ESTATE To the Honorable Judge Sheely and/or Judges of the Court: AND NOW comes the Plaintiff/Petitioner. by and through her attorney, Jan L. Brown, Esquire and files this Petition to Set Aside Real Estate Deeds and Restore Real Property to Estate and in support thereof avers as follows: I, PlaintitrlPetitioner is Sandra E, Pace, administratrix of the estate of Dorothy S, Pace who died November 14, 1996, Sandra E, Pace is also daughter of decedent, Dorothy S, Pace, 2, Defendant/Respondent is Deanna Murray. daughter of decedent, Dorothy S, Pace, 3, Petitioner/Plaintiff is administratrix of the Estate of Dorothy S, Pace, having been duly appointed by the Register of Wills of Cumberland County on November 25, 1996 (a copy of the Certificate of Grant of Letters of Administration is attached, marked as Exhibit "An and incorporated herein), ".'.' , '. .. . -. .. . 10, On May 23, 1996, a deed was eXl'Culed by Dorolhy S Pace. (A copy is all ached as Exhibit "C" and incorporated herein), II. The deed signed on May 23, 1996 by Dorothy S, Pace was a deed between "Dorolhy S, Pace and Dorothy S, Pace and Deanna M, Murray, married woman, Grantees", 12, On June 13. 1996, secretary for Craig A. Diehl altered the deed at the Recorder of Deeds Office by adding in the handwritten words "Joint Tenants with the Right of Survivorship and Not as Tenants in Common", 13, The words "Joint Tenants with the Right of Survivorship and Not as Tenants in Common were added 3 weeks after the deed was executed by Dorothy S, Pace, 14, The change in quantity of the estate was not initialed by Dorothy S, Pace or acknowledged in any manner, 15, Attorney for Defendant, Craig A. Diehl, in his Answer to Respondent's New Matter and Counterclaim to Restore Real Property to Estate, which was filed with the Court on July 28, 1997, states "the handwritten words were inserted at the Recorder of Deeds Ofi1ce prior to being recorded," (A copy of the Answer to Respondent's New Maller and Counterclaim to Restore Real Property to Estate is attached as Exhibit "0" and incorporated herein), 16, The alteration of the deed changing the quantity of the estate materially alters the deed, , I, " . f , " .. .. 17, In Dcanna M, Murray's July 12, 1997 Pctition lor Rcmoval of Pcrsonal Rcprcscntativc lor Mismanagcmcnt and Nondisclosurc of Estllle Asscts, DCllnna M, Murray statcs, "Dorothy S, Pace died scized of both personal propcrty and real property," 18, On November 22, 1996, less than one weck aner Dorothy S, Pace's funeral, Deanna M, Murray executed a newdced to her husband and herself of the said property, (A copy of the deed is attached. marked as Exhibit "E" and incorporated herein), 19, PlaintiIDl'etitioner further believes and therefore avers that Craig A, Diehl's signature on the deed document is not Craig A, Diehl's signature, and therefore a forgery, 20, PlaintilT/Petitioner further avers that Respondent was aware of Dorothy S, Pace's interest in the property as PlaintilTlPetitioner expected the estate to pay the property taxes on the property, 21, On May 7, 1997, counsel for Deanna M, Murray sent to counsel tor the estate a notice that Deanna M, Murray expected the estate to pay 1996 school real estate taxes in the amount of $1,512,72 and county and township taxes in the amount of$452,86, (A copy of the May 7, 1997 letter is attached as Exhibit "F" and incorporated herein), - ~. f , " , ....: t,.I I,', ,~'\..:..U .............. 1./ I' ~,.... .... .1' '~....N I"I."~ . '..,.. . ' 'V .. I~ , C\ .. " ,I .. ~ ".'.. ( .,;, ,', .) ',', , ..J I~ It, '.,' 01 __ . oJ... .J' . ~,\:"~,, tv J ~P I "~,,, '/~ ~J/ . '\ ) .~ ""1..\'" ." "'-''IS/ ",)"".. .......~, . ') ....W....... "'\.., .'. . 'h( IJ .' 'o'l .' . ~ :" ,'_ , """"~~IIIIM.." ~ . .. . neginter of Wi11n of CUMOERLAND county, pennsylvania Certificate of Grant of Lcttero of Administration No. 1996-00961 PA No, 2196-0961 ESTATE OF PACE DOROTHY S {LA~'l', tlK::iT, M1UULl:;j Late of SILVER SPRING TOWNSHIP \,;Ul1t:1l:;KLiINU ~UUN'l'Y, Deceased social Security No. 109-16-4347 , late of SILVER SPRING TOWNSHIP WHEREAS, PACE DOROTHY S (LA::i'l', l'~K::i'~, 111UULJ:.) CUMBERLAND COUNTY ,died on the and 14th day of November 1996; WHEREAS, the grant of letters of administration is required for the administration of the estate. , Register of Will: , in thf Letters of Administration___ THEREFORE, I, MARY C. LEWIS in and. for the County of CUMBERLAND Commonwealth of Pennsylvania, have this day granted to SANDRA E PACE (LA::i'l' , 1'1K::i'l', 111UULJ:.) who ~ duly qualified as administrator(rix) of the estate of the above named decedent and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office on the 25th day of November 1996. - 'Th,'''i e." ~.:.., ~- .[)g ,(\ n"-~ o KegJ.sr.e~J.~ "" EXHIBIT "1\" **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLEl ~ '. .. ' IN RE: DOROTHY S. PACE DECEASED IN TilE COUR'l' OF COMMON PLEAS OF CUMOERLAND COUNTY, PENNSYLVANIA NO. 21-96-961 ORDER OF COURT AND NOW, this 29th day of July, 1997, a brief hcaring was held today conccrning a petition that was filed that Sandra E. Pace has mishandled the assets of the estate of her mother, Dorothy S. Pace. I do not find from the testimony today that any of the assets that were in the estate have been mishandled, and, therefore, the Court dismisses the petition. As previously indicated' there may be futher action in .. this case for transfers of assets prior to the death of Mrs. Pace, but I am not in a position to make a ruling on those transfers today. By the Court, --- heely, L. Brown, Esquire e Estate Diehl, Esquire etitioner :1fh EXHIBIT "B" .,0 '.,....0,. " If; f;7~& . " .. ' T HIS DEED . w en "- = ::0:: is nlo1do tbis a3rJt/Jy of ^"lY, 1996 c: ._ -J ~ i;~ :~ ~ n C'J rn 0 ,~~ :..'" ___ r" ,...... ,_ .0'_ l> 0 ~. c..J ___ r-1 -i 5:::J:" :n n 0 r~ ::3 0""- =~~. : c.c ~. ~ r- .:..c -< 0 ~:- 1U'l~ en .." berein designated as tbe 6ramor, BETWEEN Dorothy S, Pace, widow, AND Dorothy S. Pace, ,widow nnd Deqnna M. Murrny, mmricd womnn, J' cin-+- +enardS wi-/:,h riq\rt;. c6 'slJ-l"\,h'Jcr.slu.p OJ'lO no+. a..o +enanis /0'1 f!..D('fl{Y)ont o berein dosignated as the Grantees. WITNESSETH, that the Grantor, for and in consideration of One Dollm ($1.00) fawful money of the United States of America, to the Grantor in hand well and truly paid by the Grantees, at or before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged and the Grantor being therewith fully satisfied does by these presents grant, bargain, sell and convey unto the Grantees forever, ALL THAT CERTAIN tract of land situate in Silver Spring Township, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point in the center line of the State Highway known as Miller's Gap Road, which point is ninety.five (951 feet in a westwardly direction from the western line of a private right.of.way which runs in a southwardly direction from said Miller's G,'p Road to the State Highway known as the IVertzville Road; ,""..,." bl' t....d '"'I''' fir '0''''"'/'' "f "'I' A t:"ru," -rod" r: e"st .....'t/; 1 J,nr"" ?r. "...r...,.... n.."t '''''' 1."",/,.,.'/ ........ , ,... ....,. I' ..... I . n. .... ." ._,".. n,.. _ , ....., u.,....-"" ...... .... ,,,. Ii."..... thirry.five (2351 feet to a point; thence by land now or formerly of Ray A. Garver and R. E. Best, south 65 degrees west ninety (90) feet, more or less, to a point; thence by land now of Ray A. Garver and R, E, Best, north 25 degrees west three hundred ten (310) feet to a point in the center line of the Miller's Gap Road aforesaid; thence by the center line of said road and on a curve to the left one hundred (1 DOl feet to a point, the place of BEGfNNfflG. CONTAINING .56 of an acre, more or less, BEING the same premises which James lV, Sauerwein and Violet M, Sauerwein, his wife, by deed dated January 6, 1959 and recorded January 7, 1959 in the office of the Recorder of Deeds in and for Cumberland County, Pennsylvani" in Deed Book W18, Page 217, granted and conveyed unto Philip Pace and Dorothy S, Pace, his wife. The said Philip Pace died on Juno 22, 1968, tbereby vosting sole title to Dorotby S. Pace, bis wife, by operation of faw. eoo~ 140 pm 969 EXa!:J:::'f "C" .. . ' T//IS IS A CONVEYANCE BETWEEN MOTl/ER AND DAUGHTER AND THEREFORE IS EXEMPT FROM PENNSYL VANIA REAl TY TRANSFER TAX, The Mnds .lbove described are sold SUbl!'ct to the reserv,ltions and restrictions set fortll in deed dated hnll.1fY 6, 1959 .lnd recorded J,llllJ,"y 7, 1959 IiI Oeed Book W,IO, p.lgC 217, which shall follow the land and bind the Grantees, their hcks and assigns, It is expressly IInderstood and ,lgreedthatthe refercnce to s,lid fifty f501 foot wide private right-of,way in Deed Book W-18, page 218 and the granting of the right to use the same as hereinbefore set forth, shall not constitute a dedication of said right,of-way for public use, UNDER and SUBJECT to covenants, easements, and restrictions of record_ TOGETHER with all and singular the blll1dings, improvements, ways, woods, waters, watercourses, rights, liberties, privileges, hereditaments and appurtenances to the same belong or in anywise appertaining; and the reversion and reversions, remainder and remainders, rents, issues and profits thereof, and of every part and parcel thereof; AND ALSO all the estate, right, title, interest, use, possessions, property, claim and demand whatsoever of the Grantor both in law and in equity, of, in and to the premises herein described and every part and parcel thereof with the appurtenances. TO HAVE AND TO HOLD all and singufar the premises herein described together with the hereditaments and appurtenances unto the Grantees and to Grantees' proper use and benefit forever. AND the Grantor covenants that, except as may be herein set forth, she does and will forever speciafly warrant and defend the lands and premises, hereditaments and appurtenances hereby conveyed. against the Grantor and all other persons lawfully claiming the same or to claim the same, In all references herein to any parties, persons, entities or corporations, the use of any particular gender or the plural or singular number is intended to include the appropriate gender or number as the text of the within instrument may require. Wherever in this instrument any party shall be designated or referred to by name or general reference, such designation is intended to and shall have the same effect as if the words "heirs, executors, administrators, personal or legal representatives, successors and assigns" had been inserted after each and every designation, IN WITNESS WHEREOF, the Grantor has hereunto set her hand and seal the day and year first above written, Signed, Sealed and Defivered in the presence of; eOOf 140 PACE 970 20. Admitted in pnrt. Denied in pnrt. The nllegntiono of this paragraph constitute conclusions of law to which no responsive pleading is required and, accordingly, the same are denied and strict proof is demanded at hearing. Petitioner admits that there are no initials next to the words which are on the first paragraph of the deed. By way of explanation, the handwritten words were inserted at the Recorder of Deeds Office prior to being recorded, but subsequent to the signing, when it was discovered due to an inadvertent error by Mary E. Helster, real estate secretary for Law Offices of Craig A. Diehl. 21. Denied. Petitioner specifically denies that her mother had intended the home located at 33 Millers Gap Road, Enola, Cumberland County, PA 17025 to be included in the Estate and to be distributed to all her children. To the contrary, Petitioner avers that Dorothy S. Pace intended her daughter, Deanna M. Murray to have the entire home upon her death. 22. Admitted. 23. Admitted. 24. Admitted. 25. Admitted in part. It was the desire of decedent to continue paying for the real estate taxes subsequent to the aforementioned deed conveyance. 26. Admitted in part. Denied in part. Petitioner specifically denies that Dorothy S. Pace had intended for the home located at 33 Millers Gap Road, Enola, PA 17025 to be . " . " , II ... . .. included in her Estate. Petitioner further specifically denies that the interest she transferred to her husband was due the Estate, To the contrary, Petitioner avers that Dorothy S, Pace intended for the home to pass to her Daughter, Deanna M. Murray, upon her death, free from the Estate. Furthermore, Petitioner avers that the transfer of interest to her husband was free and clear of the Estate. 27, Denied. The allegations of this paragraph constitute conclusion of law to which no responsive pleading is required and, accordingly, strict proof is demanded at hearing. By way of further answer and to the extent that the allegations of this paragraph set forth a purely factual matter, then answering Petitioner, after reasonable inquiry and investigation, is without information sufficient to form a belief as to the truth of these allegations and, accordingly, the same are denied and strict proof demanded at hearing. WHEREFORE, Petitioner requests that Respondent's New Matter and Counterclaim to Restore Real Property to the Estate be denied and that the Court grant such other relief as may be deemed proper. Respectfully submitted, Date: :r../,1I1 /q1? ~,u".ya. !);;-I.1. CraigOA. Diehl, Esquire Attorney ID 52801 LAW OFFICES OF CRAIG A. DIEHL 3464 Trindle Road Camp Hill, PA 17011 (7171 763-7613 , . ,.. . " ',.' . .....: ,.J . .. . Lall' Office.\' of Craig A. Diehl 3464 Trindlc J{oml Camp Hill, Pcnnsylvania 17011 Tclephonc (717) 763.7613 Telecopicr (717) 763-8293 Craig A, Diehl, Esquirc, C,P,A, Linda A, Clotfelter, Esquirc In Spring Gruvc, Pcnnsylvanin 402 Nurth Main Strccl Spring Grovc, PA 17362 Tclephonc: (717) 225-1929 May 7, 1997 Jan Brown, Esquire Suite No. 9 845 Sir Thomas Court Harrisburg, PA 17109 RE: Deanna Murray v. Estate of Dorothy S. Pace Dear Attorney Brown: Recently, John and Deanna Murray received a notice to pay 1996 school real estate taxes in the amount of $1,512.72 and county and township taxes in the amount of $452.86 on property of the Estate of her mother at 33 Millers Gap Road. It is our position that the Estate is liable for these taxes, as they were incurred prior to her mother's death. please see that these obligations are paid promptly. Payment for the school taxes should be made to Debra Basehore Wiest, 269 Woods Drive, Mechanicsburg, PA 17055, and payment for the county and township real estate taxes should be made to the Cumberland County Ta>: Claim Bureau. In addition, we still have not received any response to our concerns about the existence or location of the will of Dorothy S. Pace. We also requested to see documentation related to the stock transfer to Sandra Pace. If we do not receive a response within ten (10) days of your receipt of this letter, we will proceed with litigation to resolve these issues. It is our hope that legal expenses for all parties will not have to be incurred. Sincerely, c~ Q, lJ:;AJ.. craig A. Diehl, Esquire CAD: her cc: Deanna Murray EXHIBIT vF" . .. I . . .. MURRAY, JOHN C. & DEANNA M. 33 MILLERS GAP ROAD ENOLA, PA 17025 Property Description 0033 MILLERS GAP ROAD 1996/97 CV Sch. Dst.-Silver Spring Make checks Debra Basehore Wiest payable to: 269 Woods Drive Mechanicsburg, PA 17055 Phone: (717) 697-1294 March 13, 1997 Hours: Mon 9am to 5pm & Wed 9am to 4:30 Closed Holidays Bill Number: 3046 Account NUmber: 38-13-0985-021 My records indicate that your 1996 School Real Estate bill has not yet been paid. Please be advised that $1,512.72 is due by April 16, 1997. If the bill is not paid by that date, the bill will be turned over to the Cumberland Cty Tax Claim Bureau, with additional charges assessed. Thank you for your prompt attention to this matter. LAND LESS THAN 1 ACRE HOUSE & POOL , ..... / k IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTYt PENNSYLVANIA ORPHANS' COUR DIVISION INRE: DOROTHY S, PACE, Deceased NO, 21-96-961 PRAECIPE FOR ENTRY OF APPEARANCE Please enter the appearance of the undersigned legal counsel as Co- Counsel for the Estate of Dorothy S. Pace, Deceased. 3448 Camp (717) 1.0. No. 32112 Attorney for the Estate ~ ~ '. DIANE G, RADCLIFF 3448 TRINDLE ROAD CAMP HILL, PA 17011 (717) 737-l1100 i- i' ( IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTYt PENNSYLVANIA ORPHANS' COUR DIVISION INRE: DOROTHY S, PACE, Deceased NO, 21-96-961 PRAECIPE FOR WITHDRAWAL OF PETITION ~~~5r~~Y TO THE : The undersigned legal counsel hereby request that the Petition To Set Aside Real Estate Deed and Restore Real Property to the Estate be withdrawn as the Estate Administratrix has decided to pursue the issues raised in that Petition in the equity action filed in the Court of Common Pleas of Cumberland County, Pennsylvania ans docketed to No,97-6657 Equity Tenn Respectfully submitted, ;, . DIANE G. RADCLIFF 3448TRINDLE ROAD CAMP HILL, PA 17011 1717) 737-0100 , . ~b~...c;.;;,:",,"':.,:,'-.,,;.;;--"-'''' l~l~i~'~ul~:s~~~& MASLAND. 1l\l#.16.W'HlllH$TRBBT 2109 MARKBT STREET .~",!;UlJ~LlI, PA 17013 CAMP mu.. PA 17011 i~,!'!!e~~.(7.m24):6222 PIlONB(117)717.)40S ~_~",..",;;,<.t,'.~""""'';;'-''''''-';'': .. CBRTIPlI!D COPY: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: No. 21-96-961 DOROTHY S. PACE Deceased ANSWER TO PETITION TO SET ASIDE REAL ESTATE DEED AND RESTORE REAL PROPERTY TO ESTATE AND NOW COMES the Respondent/Defendant, by and through her attorney, Johnna J. Deily, of Saidis, Guido, Shuff & Masland, and files this ANSWER TO PLAINTIFF'S PETITION TO SET ASIDE REAL ESTATE DEED AND RESTORE REAL PROPERTY TO ESTATE, respectfully stating in support thereof the following: 1. Admitted. 2. Admitted. 3. Admitted. 4. Admitted. 5. Admitted in Part. The correct date is June 20, 1997. 6. Admitted. ~}c: 7. Admi tted. 8. Admitted. 9. Admitted. ~ 10, Admitted, 11. Admitted. 12. Admitted, By way of further answer, it was noticed by Mary E. HeIster while at the Recorder of Deeds that the Deed was not properly completed due to a clerical oversight. Ms. HeIster hand wrote in the proper legal language as she was previously instructed by Craig A. Diehl, Esquire, on how the Grantees were taking title. 13. Admitted. By way of clarification, the words "Joint Tenants with the Rights of Survivorship and not as Tenants in Common" was inserted at the Recorder of Deeds Office on June 13, 1996, by agent for the Grantor, Mary E. HeIster, Real Estate Secretary for Law Offices of Craig A. Diehl, due to a clerical oversight. These additional words inserted accurately depict how the Grantees wanted to take legal title to the property. 14. Admitted in part, denied in remainder. Respondent/Defendant admits that there are not initials next to the words "Joint Tenants with the Rights of Survivorship and Not as Tenants in Common". Respondent/Defendant denies that Dorothy S. Pace did not acknowledge the transfer to herself and Deanna M. Murray as "Joint Tenants with the Rights of Survivorship and Not as Tenants in Common". To the contrary, agent for Grantor Dorothy S. Pace, Mary E. HeIster, acted pursuant to instructions of Craig A. Diehl, attorney for Grantor, who instructed Ms. HeIster pursuant to prior instructions to him by Grantor, Dorothy S. Pace. Specifically, Grantor, Dorothy S. Pace, instructed her counsel, Craig A. Diehl, to transfer the property in question from herself to Deanna M. Murray and herself as "Joint Tenants with the Rights of Survivorship and Not as Tenants in Common". 15. Admitted. 16. Admitted in part, denied ill L'l:lmainder, Although on itn face, the alteration changes the quantity of the Entate, the Deed accurately sets forth the legal title an was requested by Dorothy S. Pace during her consultation with her attorney, Craig A, Diehl, Esquire. 17. Admitted in part. By way of explanation, Respondent/ Defendant's assertion in petition that "Dorothy S. Pace died seized of both personal and real property" referred to Dorothy S. Pace's interest as a Joint Tenant with Rights of Survivorship in the property located at 33 Miller's Gap Road, Eno1a, Pennsylvania 17025. 18. Admitted. 19. Denied. Respondent/Defendant specifically denies that Craig A. Diehl's signature on the deed document is a forgery. The signature of Craig A. Diehl on the deed was written by Mary E. HeIster, Real Estate Secretary for Law Offices of Craig A. Diehl, pursuant to authority expressly provided her by Craig A. Diehl, Esquire. By way of explanation, on May 23, 1996, Craig A. Diehl was unavailable to execute the certification of address and instructed Real Estate Secretary, Mary E. HeIster, to sign for him as Agent for Grantor. Said actions have no legal effect on the authenticity of the deed, as this signature merely certifies the Grantee's mailing address. 20. Denied. Respondent/Defendant specifically denies that Dorothy S. Pace had any interest more or less than that of a Joint Tenant with Rights of Survivorship. By way of further explanation, Dorothy S. Pace informed Craig A. Diehl, Esquire, during her consultation that she would continue to pay the taxes subsequent to the deed conveyance. Counsel then informed Respondent/Defendant of this information. 21. ^dmitted, Heopondcnt/Defendant admitn that pant counoc1 for Deanna M. Murray sent the Eotatc notice through a letter dated May 7, 1997, that the Estate ohould pay the 1996 School Heal Estate Taxes and County and Township Taxeo, Said correopondence does not address whether the Estate haD a claim for reimburoement after the date of death. 22. Admitted in part. Hespondent/Defendant admits that said May 7, 1996 letter states: "It is our position that the Estate is liable for these taxes, as they were incurred prior to her mother's (Dorothy S. Pace) death". By way of further explanation, the letter goes on to say "Please see that these obligations are paid promptly". Again, this letter does not address a right of reimbursement from Respondent/Defendant owed to the Estate if the Estate paid the tax for the time period Respondent/Defendant owned the property in fee simple. It is not the duty of the Respondent/Defendant's past counsel to tell counsel for the Estate what rights the Estate has for reimbursement. 23. Denied. Respondent/Defendant specifically denies that Dorothy S. Pace intended for the property located at 33 Miller's Gap Road, Enola, Pennsylvania 17025, to be included in her Estate. Respondent/Defendant further specifically denies that Respondent/Defendant transferred any interest due the Estate of Dorothy S. Pace, to herself and her husband. To the contrary, Dorothy S. Pace unequivocab1y and clearly desired that the home pass to her daughter, Deanna M. Murray, upon her death as set forth in the deed. WHEREFORE, Respondent/Defendant requests this Honorable Court to issue a Decree and Order that: A. the real Dismisses Petitioner/Plaintiff's petition to set aside estate conveyance and restore real property to Estate; IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: DOROTHY S. PACE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-96-961 AFFIDAVIT OF SERVICE !, Johnna J. Deily, Esquire, do hereby certify that I served the below-named parties by first class mail, postage prepaid, the Answer to Petition to Set Aside Real Estate Deed and Restore Real property to Estate to Jan L. Brown, Esquire, attorney for the Estate, addressed as follows: Jan L. Brown, Esquire 845 Sir Thomas Court, suite 9 Harrisburg, PA 17109 DATED: (f)ch:ft... ~ , 19 '17 & MASLAND Sworn to and subscribed before me this <:{T+ day of ([)cl-v6.vL , 1997. /lo_ML )0UAA'd"""""--- '* COMMONWEALTliOf PENNSYLVArlIA OEPARTMENT OF REVENUE OEPT 280001 HARRISBURG, PA 17128j)OOI I- Z W o W o W o (\ECH'ofNr~NAl.lFIl"C;' r1QSl Atll"lMlmf 11l11lAll Pace Oorolh S, O~lE Of DEATH (J..\M.OO YtN) Kt:V-1 :JUU INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER l.L-J!... L J!...Q.....l. -- c.o...,,, I'll .1.1.1< '. '''~l ~ ~JOOt..l Sf CUwrl' IjUMIi[~ OAT[ or RIRTti (I.tM o:l "tarl 09- 1 6 - 4 347 TIllS RETURN MUST DE FIL[DIN DUPLICATE Wlllt THE REGISTER OF WILLS 11/14/1996 10107/1923 (IF APPliCABLE) SURVlV1NG SPOUSE-'S p~AI.4E (LAST, FiRST..vlD 1.4100\.[ ItllTLAl) I!! ,,~~ u"U woo x 0:.. U8,:CD < lID I Ongnal Relum o 4. LimrtedE'late 06 Oecodenl 010d Te'lale I"""""'.W" o 9 Ullgation Proceed' Received SOCIAL SECUWTY tlUf,,(BEH o 2 Supplemental Return o 48 FutufClnlerestCompromjsct~*rJdelt!l.12'1!n o 7 Decedent Mainlained ali'ting TrusttAL1thc.op,r:Jl'lAQ o 10 Spousal Poverty Credil td*rJdelltlbebtMl'I!1]U1 a'l41.' i~1 03 RemalnderRefum l_rJOt~p'0'..\1'le2) o 5 Federal Estate Tal Return ReqUired _ B Total Number 01 Sale DepoSit Bo,es o 11. ElectIOn total under See 9113{A) (.lUI\~t,OJ 'THIS'SECTlON MUBT BE COMPLETED, ALLCORnESPONDENCE AND CONFIDENTIAl. TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING AOORESS Jan L. Brown Es uire 845 Sir Thomas Court FIRM NAME I" AppLcabIej Jan L. Brown & Associates Suite 12 TELEPHONE NUMBER 717.541.5550 Harrisbur PA 17109 oFFitiiILuSEONl Y 1. Real E'late (Schedule A) (I) 2, Stods and Bond, (Schedule B) (2) 3 Clo'e~ Held Corporation, Partnership 01 Sole,Proprlelorship 13) 4. Mortgages & Nole' Receivable (Sd1edule 0) (4) 5 Ca,h, Bank Oepo,rts & MlSCenaneous Personal Property (5) (Schedule E) 6 Jointly Owned Property ISchedule F) (6) o Separate BiDing Reque'ted 7.lnler,VNo, Transfer. & MISCellaneous Non,Probale Property (7) (Schedule G or L) B. Total Groll AllOts (Illlal Line' 1.7) 9. Funeral Expe"'" & Administralive Co,ts (Schedule H) (9) 10 Oebts of OecodenL Morlllage liabilities, & Liens (Schedule I) 110) 11 Total Oeductlonl Illllal Lines 9 & 10) 12. Nel Velue 01 Eetslo (Line 8 minus Line 11) 13, Charlta~e and GovemmenlalBeque,tslSeo 9113 Tru'ts fOlwhich an alaction 10 la, ha' nol been made (Schedule J) !Z w o z o .. "' W 0: 0: o U z o 5 ::::J l- ii: <I: o W 0:: ., 157,859,76 21,056,69 136,803,07 136,803,07 14 Nel Voluo Subject 10 Tu(Llne 12 minus L1naI3) SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES z o i= ~ ::::J a.. :!: o o )( <I: I- 15. Amount of Line 14 taxable al the spousal tax rale, or transfers under See 9116 (a)(1.2) 16. Amount 01 line 14 taxable at lineal rate \7. Aroounl of Line 14 watile al 'ibling rale 18 Aroounl 01 Line 14 wable al ",naleral rale 19 Tn Oue 20 0 '-\ - "... -:. '<:.. ','<:-\'{ X _(IS) 136,803,07 X ~116) X 12 (\7) X .15 (18) (19) << 8,208,18 8,208 18 '* COMMONWEALTltOF PENNSYLVANIA I' DEPARI~~~i' ?:~:,VENUE IIARRISOURG PA 1:1280601 t- DlllllfPll5'jA,J,l{ IIA~.lllIl;;1 Ml[)M,OOtlltjllIAll Z PIlCO Doralh S. ~ (141[ 01 DI AHi 1M'" 00 'l'ar) W o W C Mf\'l\lXJI.'t.,.JI REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT Of I Ill"'. 11',1 Ottll FILE NUMOER ....L..L - JL .L JL JL ..L _ _ "~""T" (Af .1...... '...... ,10. ~OCrM ~[cuwry flUMllm 0"11 01 IlirlllqMM (l()Y(',y) 109-16-4347 TillS RETURN MUST DE fiLED IN OUPUCATE Willi Ilt[ REGISTER OF WILLS 11/14/1996 10/07/1923 (Ir APPtICAIllLj SURVrVIUG SPOUS["S NAM[ (lAST. IIRST. A1IO MIWE IWIIALI I!! ,,:S., Ull:" lIJ~U :ra:9 uo,lIl 0, 0( lKJ 1 Onginal Return o 4. limited Estate o 6.0ccedcnlOiedTestalo IAlLKht"',oIw,) o 9 LiligalJOn Proceeds Recer,ed SOCIAL S[CUHITY tIUMIl[U o 2. Supplemental Return o 4.1 F ulure Inlcrcst CompromiSe (4" ol de.,.. ftf Ill1 811 o 7, Decedent Maintained a Living Trust IAkIl top, 01 Trulll o 10. SpousalPovcrtyCredllldlleolde.u'lbelwten 11.J!.9Ilnd 1-1-951 03 Remainder Rclum l~ol~~P!'OI~'11Je:1 o 5 Federal Estate Tax Return ReqUired _ 8 Tolal Number 01 Safe Oeposll Bo,es o 11. Electionlotax underSec 91t3IAI(A.l!.IC~!>(~oJ !i; Ul o z o 0, ., Ul II: II: o U THIS SECTlDN MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING AD~RESS Jan l. Brown Es uire 845 Sir Thomas Court FiRM NAME (II AppI"""'1 Jan l. Brown & Associates Suite 12 TELEPHONE NUMOER 717-541-5550 Harrisbur PA 17109 1, Real EstalelSd1edule A) (1) 2. Slocks and Bonds (Schedule B) 12) 3. Close~ Held CorporalJOn, Par1lle"hip or Sole,Proprielo"hip (3) 4. MorTgages & Noles Receivable (Schedule 0) (4) 5. Cash, Bank DeposilS & MISCeI~neous Pe"onal Property (S) (Schedule E) 6. Joinlly Owned Property (Sd1edule F) (6) o Separale Billing Requesled 7,Inler,Vivos Trans'e" & MOceI~neous Non,Probale Property 17) (Schedule G or L) B. Total Gro.. A..els (lotalllnes 1.7) 9 Funeral E'penses & Administrabve COSIS (Schedule H) (9) 10. DeblS of Deceden\ MorTgage Ltabilibes, & Liens (Sd1edule I) 110) 11 Total OeductJon'llotal Lines 9 & 10) 12. Net Value of E.tatelLine 8 minus line 1 I) 13. Charitable and GovemmentalBequeslSlSo<: 9113 TruslS 'or which an election 10 ta, has not been made (Schedule J) z o i= 5 ::::J l- ii: < CJ W 0:: OFFICIAL USE ONLY 2.000,00 4,438,15 84,15 151.337,46 (B) 157,859,76 20,639,10 417,59 (11) (12) (13) 21,056,69 136,803,07 14. Nel V.lue Subject 10 Tn (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES z o i= ~ ::::J a. :IE o o )( ~ 15. Amounl 01 Line 14laxable al the spousal lax rale, ortrans'e" under So<: 9116 (a)(1.2) 16 Amounl of Line 14 taxable allincal rate 17. Amounl of Line 14laxable al sibling rate lB. Ameunl of Line 14 taxable at ",Italeral rale 19 Tn Oue (14) 136,803,07 x _lIS) 136,803,07 X ~(16) X .12 (17) X .15 lIB) (19) 8,208,18 8,208,18 20 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < . Decedent's Com lete Address: . SJRHT oon[ss 33 Millers Ga Road Cl!v Enola SIATl PA lIP 17025 Tax Payments and Credits: 1 Tax Due (Page 1 line 19) 2, Cred,ls/Paymenls A. Spousal POVCl1y Credit 8. Prior Paymenls C.Dlscounl (1) 8,208.18 3 InlelCsVPenally il applicable D. Inlerest E, Penally Tolal Credlls (A - 8 - C) (2) TotallnlClesVPenally (0 - E) (3) 4. If line 2 is grealer Ihan line 1 -line 3, enler Ihe dllference, This Is the OVERPAYMENT, Check bex on Page 1 Line 20 to request a refund (4) 5, If Line 1 + Line 31s greater than Line 2, enler Ihe difference, This is the TAX DUE, (5) A, Enler Ihe inlcresl on the tax due. (SA) 8. Enlerthe lotal of line 5 +5A, This is the 8ALANCE DUE, (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN .X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transler and: Yes No a, retain the use or income oflhe property transferred; ..........,..........,....,.....................,....................,..... 0 I&J b, relain Ihe nght to designale who shall USe the property transferred or ils income; ..,.................,............'...... 0 I&J c, relain a reversionary interest; or ........................................................................,....,........................ 0 I&J d. receive the promise for life of eilher paymenls, benefils or care? .....................,....................................... 0 I&J 2, If dealh occurred aher December 12, 19B2, did decedenllransler property wilhin one year of dealh wilhout receiving adequate consideralion?....,.............,..................,................,.......,....,.............,.."..",.... I&J 0 3, Did decedent own an 'in trust for' or payable upon dealh bank account 01 secunty al his or her dealh? ..............,.. 0 I&J 4, Did decedenl own an Individual Reliremenl Account, annuily, or olher non,probate property which conlains a beneficiary designalion? ............................,........,............,.......",.............,............,............,.. 0 I&J 0,00 8.208,18 8,208,18 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Undef ~ of perjury,' declon!hat I have excrnined this return, Inctuding ~ying schedules lr1d Slalemenls, Nld kJ the best of my krIcMiedge ~ beI.ef. II is true. eooect ind compIele ~abon of preparer other th.YIlhe petSOllill represenlative Is based on _Ifllormabon 01 which prl!1)<m' has My Mow\edge SIGNATURE OF PERSON ESPONSIBLE FOR.fII.ING )ljTURN 4t~ C. r~ AODRESS 1443 Newtown Circle Mechanicsburg SIGNATURE OF PR RER 0 R AN REPRESENTATIVE 10-- ADDRESS 4 Sir Thomas Court, Suite 12 Harrisburg c: PA 17050 DATE 'f lll. oS PA 17109 FOIdales 01 dealh on or aher July I, 1994 and beloreJanuary 1, 1995, Ihe tax rale imposed on Ihe nel value 01 Iransfers 10 or lor the use 01 Ihe surviVing spouse IS 3% 172 P,S, ~9116 (a) (1,1) (i)J, For dales of death on or aher January 1, 1995, the lax rale imposed on the nel value of transfers to or fOrlhe use ollhe surviving spouse IS 0% 172 P S. ~9116 (a)(1.1)(IIII The stalule does nol exemot a Iransfer 10 a surviving spouse Irom lax, and the slalulOl)' requiremenls 101 disclosure 01 assels and filing a lax relurn are Sllll applicable even If Ihe surviving spouse is the only beneficiary, For dales of dealh on or aller July 1, 2000: The lax rale imposed on Ihe net vaiue of transfers from a deceased child twenly-one years of age or younger al death to or for Ihe use 01 a nalural parent, an adoplive parenl, 01 a steppalCnl of the child Is 0% 172 P,S, ~9116(a)(1,2)J, The tax rale imposed on the net value of ~ansfers to odOllhe use 01 the decedenl's lineal beneficianes is 4.5%, except as noled in 72 P S. ~9116(1.2)172 PS. ~9116(allll1 The lax rale imposed on the nel value ollranslers to or 100Ihe use of Ihe decedenl's siblings is 12% 172 P.S. ~9116(a){1.3)J. A Sibling is defined, under Secllon 9102, as an individual who has alleast one parent in common wilh Ihe decedent, whelher by blood or adoplion. R~V"5OB EX' (G,GG) *' COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER TOTAL (Also enler on line 5, Recapitulation) S (II more space Is noeded, inSert additional sheets 01 the same size) 4438,15 R(;V-t50U ex. (6-08) '* SCHEDULE F JOINTL Y.OWNED PROPERTY COMMONWEALTtl OF PWNSYLVANIA INHEIllTANCE TAX RETURN RESIDENT DEcroENT ESTATE OF Poco Dorothv S FILE NUMBER 21 96 II.n .11.1 WI' m.d. Jolnl wtthln on. yur 01 Ih. dlC.d.nl'. d.l. 01 dlllh, II mU'1 be roport.d on Schedule G, 961 SURVIVING JOINT TENANTIS) NAME ADDRESS RELATIONSHIP 10 DECEOE,H A Gloria J, Kaulz 138 N, Mlddlosex Road Carlisle, PA 17013 dau9hter B Carol R. Pace 4 Shoemaker Lane Mechanlcsburg, PA 17050 daughter c JOINTLY.OWNED PROPERTY: LETTER DATE DESCRlPTlON OF PROPERTY ",OF DATE Of DEAtH ITEM fORJOIIH MADE INClUDE NAME Of FINANCIAL INSTITUTION AND !lANK ACCOUNT NUMBER DR SIMI\J<R DATE OF DEATH DECO'S VAlUE or NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOItHl y,HElD REAL ESTATE VALUE OF ASSET INTEREST OECEDErHS Ifl1ERESt 1 A, 1986 Mellon Bank (now Citizens Bankl 127.95 50, 63,98 checking account 2, B, 1986 Members 1st Federal Credit Union 25,35 50. 12,68 Savings Account #83192-00 3, B, 1986 Members 1st Federal Credit Union 14,97 50, 7.49 Savings Account #83192-05 TOTAL (Also enler on line 6, Reca~lulalion) $ 84.15 (If more space is needed, Insert addrtional sheel> of the same size) REV.,510 EX +16.98) *' SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Pace, Dorothv S FILE NUMBER 21 96 961 This schedule mu'l be completed and liIed ~ tha an,werlO any 01 Que,lions 1 through 4 on the reverse ,ide 01 the REV,'500 COVER SHEET is ye' OESCRIPTION OF PROPERTY ITEM H1IJO(T.........."'tI€T"""""lRfl.T..llI:RlUTIONSHiPTOOt:C(Ot:H1A1Cl OA TE OF OEA TH 'k OF OECO'S EXCLUSION TAXABLE NUMBER lH([lATE{)f1IWWlR ,+.n.104'CCPfOf1HlOUDfOAIl1ALUTlTE VALUE OF ASSET INTEREST 1",,,\lCAalj VALUE 1. Real estate located at 33 Millers Gap Road, Enola, PA 17025, 114,500,00 100, 3,000.00 111,500,00 transferred to daughter, Deanna M. Murray, as joint tenants with right of survivorship (May 19961 See allached Deed and appraisal 2, Mellon Bank, checking account made joint with daughter, 21.70 100, 0,00 21.70 Deanna M, Murray (Nov, 19961 3, IBM Stock made joint wi daughter, Sandra E, Pace (Oct 961 42,815,76 100, 3,000,00 39,81576 312 shares of common stock@ $136,88 and dividend check See allached valuation --- TOTAL (Also enler on line 7 Recapolulahon) S H,' :n7 0\1i __4_..__'._ (If",,", ,pace Is needed,ll1sert additional ,heelS 01 the same ,ize) , ATTACHMENT TO REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Pace, Dorothy S. FILE NUMBER 21 96961 Our office advised the Department of Revenue on previous occasions that the Estate ofDorolhy S, Pace was involved in litigation. As a result, inheritance tax could not be paid until certain legal matters were settled. Therefore, this Inheritance Tax Return is delinquent. However, we are requesting that all penalties be waived, Please see attached correspondence. lllV.1162 EX111-9GI ca"wOttW(AllUO~ l'ttj'jS~lVANI'" Oll'A,JHP.lINl O~ IltvlttlJ( nulll AU Of '~nlvIDuAl t A_I <; CI,'1 ;8000,' tlAl\ltlSII\JRli I'A IIl:K 060' PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005177 RECEIVED FROM: SANDRA E PACE 1443 NEWTOWN CIRCLE MECHANICSBURG, PA 17050 ACN ASSESSMENT CONTROL NUMBER AMOUNT ........'oId $2,319,06 101 ESTATE INFORMATION: SSN: 109,16,4347 FILE NUMBER: 2196-0961 DECEDENT NAME: PACE DOROTHY S DATE OF PAYMENT: 04/08/2005 POSTMARK DATE: 04/07/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/14/1996 TOTAL AMOUNT PAID: $2,319.06 REMARKS: CHECK#1588 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS SEAL REGISTER OF WILLS JAN L. BAQWN, ESOUlR(' JACOUEUNE A. KEllY, ESOUlRE 'ADUlTTEO IN M NKJOISlRICT Of COllJUBIA JAN 1. BROWN & ASSOCIATES ATTORNEYS AND COUNSELORS AT LAW OLOE ENGLISft GAP 845 SIR TllOMAS COURT SUITE 12 HARITlSOURG, PA 17109 Et.WL' jlbassoc@verlzon,nol TElEPltONC (717) 541.5550 FACSIMILE (7171 541-9223 BRENDA F. KEPHART. LEGAl. ASSISTANT PAUlA K, WHITE, LEGAl. ASSISTANT JUOITH A, EBERSOLE. ADMINISTRATIVE ASSISTANT April 29, 2005 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ~ ' I , . , Re: Estate of Dorothy S. Pace Estate No. 21-96-961 Administratrix: Sandra E. Pace I i'': . ) , .1 ) ,;1 To Whom It May Concern: .~.} w Enclosed please find a check in the amount of$IO,243.60 made payable to the Register of Wills, Agent, for payment of Pennsylvania Inheritance Tax due. The Inheritance Tax Return was filed previously on April 8, 2005. Please forward the receipt of payment to my office. Sincerely, jak d~ tl.7!:!!rJ- OJacqueline A. Kelly, Esquire Enclosure " , ._....._ ....~ ." .._'0' . ... . - COI;..mh\'wI"~ '1101 1'1 t.I,',I( V^',i" mv 11(j] [Xll1 !JOI DlI'A,II,llt.1 or III"-P01..'1 fhJlifAU or l';{)I\II)lI"~ IA_I~, IHI'I ;1!l'f\I)1 HMUl'511;)II.i .'''' "'ill CflO' RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005276 SANDRA E PACE 1443 NEWTOWN CIRCLE MECHANICSBURG, PA 17050 ACN ASSESSMENT CONTROL NUMBER AMOUNT h...... lo~l 101 $10,243.60 ESTATE INFORMATION: SSN: 109,16,4347 FILE NUMBER: 2196-0961 DECEDENT NAME: PACE DOROTHY S DATE OF PAYMENT: 05/02/2005 POSTMARK DATE: 04/30/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/14/1996 TOTAL AMOUNT PAID: $10,243.60 REMARKS: CHECK# 1022 SEAL INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS .At ~~, " r" , -----.. , - g? :J:~Ulm .. ru I~~~ U-J "'0> .. .... ~~s:;;:j U-J ~ P~mO D:I lr:" ":l . .,., n..o p~ >,.."'0 ru -g~~ r l!~m ;:!",mz .. 53..... - iz"i in>Z .. !l <:0> ru ;Js::s:: .. ;:;~~ D:I ru ~c:: lJ'I s:'" .. ....;s: r 00( ...,] '" lJ'I r = . .. Q c ru ~ ~~ ru -I!l ~& .~ i!- w I ~t ~ ~ .... ~ ...0 ~ i:i su ... ~ EIl~ 0 1 l\) I , III ~ l\) , ~ Ii C> ~-' I ~ . ~. -. .- .....- . . ,. . Glenda Farnor StraslJauuh Roulster 01 Wills and Clork 01 Orphans' COUll M,UIOflO A. WUIJOd.1U First OUpllty Kilk S 50hol1<100, ESII Soheller Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240.6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Est.1te of: Est.1te No: 375 5/26/2005 DOROTHY SPACE 21-1996-961 JAN L. BROWN 845 SIR THOMAS COURT SUITE 12 HARRISBURG, PA 17109 JA Qty 1 Fee Description Additional Probate Fcc Tot.11 22.00 $22.00 Tobl: $22.00 , , \0 ~ . dlecks should be llJ.\de p,l)\lble to the Register of Wills, Tenm: Net 30, Please !'CHIlli Olle cop>, of this invoice with )uur p.I)1I1ellt. 111.lIIk )UU, .- CORRECTED AND AMENDED INVENTORY, CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of DorothY S, Pace also known as DorothY 5, Pece No.21 1996 961 Date 01 Death 11/14/1996 Social Security No, 109-16.4347 , Deceased Personal Representallve(s) ollhe above Estale, deceased, verify Ihal Ihe lIems appearing in Ihe lollowlng Invenlory indude all ollhe personal assets wherever slluale and all of tI1e real eslale In Ihe Commonweallh of Pennsylvania of said Decedenl, Ihal Ihe valuallon placed opposlle each lIem of said Invenlory represents its fair value as 01 Ihe dale of Ihe Decedenl's dealh, and Ihal Decedenl owned no real eslale outside Ihe Commonweallh 01 Pennsylvania excepl Ihal which appears In a memorandum al Ihe end of Ihls Invenlory, iN/e verily Ihallhe slalemenls made In lhls Invenlory are lrue and correct. IN/e understand Ihal lalse slalemenls herein made are subjecl 10 tI1e penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Allomey: Jan L. Brown, ESQuire 1.0, No,: 67993 Sandra E, Pace Daled~D5 Address: 845 Sir Thomas Court, Suite 12 Harrisbum Telephone: 717-541-5550 PA 17109 Value Desctlpllon Note receivable between J, Hilbert Anderson and Dorothy 5, Pace; written agreement dated 6/27/1969; face value $2,000; unpaid balance $2,000; 0% interest rate, Members 1st Federal Credit Union Savings Account #162644.00 2,000,00 963.01 Members 1st Federal Credit Union Checking Account #162644-11 Cash on hand--coins , ,2,700,00 Household goods.-proceeds from Bricker's Auction ( Household tools snow blower, table saw and accessories Total (Atlach Additional Sheels II necessary) NOTE: The Memorandum 01 real eslale outside Ihe Commonweallh 01 Pennsylvania may, al Ihe eleclion of Ihe personal represenlallve, Indudo the value of each item. but such figures should not be extended Into tho total of the Inventory. RW-4 25,14 50,00 700,00 6,438,15 JIoN L, BROWN. ESOU1!lE' J~UNE A, KELLV, ESOU1RE .>DI'Imo.."">NOOOS1AC1rJ' COl."""" - , , ' JAN L. BROWN & ASSOCIATES ATTORNEYS AND COUNSELORS AT lJI,W OUlt EUl'ollSII G~' 845 SIR TIIOIMS Count SUIIE 12 HARmSlluno, PA 17109 Et.W\. jlbaSsoc@vorlzon,nel TElEPllONE {7H) 541.5550 FACSIMilE {7H) 541.9223 BRENDA F, KEPlW1I, LE(l.Al.~SlIoNT pMll-'K. WIIIIE,LE(l.Al.ASSlSlIoN1 JUOIIII A, EBERSOlE. r.oMINISTAA11'1E ASSIS1JoN1 June 8, 2005 Regisler of Wills Cumberland Counly courthouse One courthouse Square Carlisle, PA 17013 Attention: Sue Re: Estate of Dorothy S. Pace Estate No. 21-96-961 Administratrix: Sandra E. Pace '- ."",,", r" m"g "" '" ,rig'''' "'" ," 00" ,r, 00","01 ,00 """dol ""00'''' r" ,'" "",Iooro,..rh, s. p"o. A ,h"k " rh' ",,,,,I ,r$l ,.00 modo "~"~hi, 10 Iho .,g'M" ,r Will. r" I'" fili" ,,, "'to ,\'" h'" ",\??0I. PI"'" rel,m , Iim~'I""od "", " I'" envelope provided. Also, Please forwaTd the receipt ofpaymenllO my office. To Whom It May Concern: Also enclosed is a check in Ihe amounl of $22.00 payable 10 the Regisler of Wills as payment on Invoice No. 375 for additional probale for Ihe above-referenced eslale. Sincerely, .G.C,ltA~!AA-f 6. lJ.PL o Jacq~line A, Kelly, Esquir:O jak EnclosuTes COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE Of INIlERIT ANCE TAK APPRAISEHENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAK BUREAU Of INDIVIDUAL TAKES IHIIOIIANCL tAM DIVISIlIH 1'0 BOIC 18DhDI IlAJfNISBUWG 1'& IIIU'ObOl * JflV.I~'" [)l UP IDb-O!i1 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-27-2005 PACE 11-14-1996 21 96-0961 CUMBERLAND 101 APPEAL DATE: 08-26-2005 (St'" rt'l'(".\(' .\;tle "",Ier Objt.(.timl.'l J Amount Remittedl I 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 4- REV:is47" EX" AFP" ioj:osj" NOTiCE" OF" iNHERiTANCE" TAX" APPR AisEHENT:"ALLoWANCE-oR""--""""---""-- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DOROTHY S FILE NO. 21 96-0961 ACN 101 If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. AMount of line 14 at Spousal rat. (15) 16. Anount of Line 14 taxable at Line.l/Class A rat. (16) 17, Amount of Lino 14 ot Sibling rot. 1171 18. Anount of Lina 14 taxable at Collateral/Class 8 rat. (18) 19. Principal rax Due D JAN J L 845 HBG L BROWN ESQ BROWN S ASSOCS SIR THOMAS CT 12 PA 17109 ESTATE OF PACE TAK RETURN WAS, I X) ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rool Estoto ISchodulo A) 2. stocks and Bonds (Schedule HI 3. Closely Hald stock/Partnarship Int.rest (Schedule CJ 4. Hortg.gas/Notas Raceivable (Schedule OJ S. Cash/Sank Deposits/Hisc. Parsonal Property ISchedula EJ 6. ~ointly Owned Property CSchadule FJ 7. Transfers CSchadule GJ 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule HI 10. Debts/Hortgage Liebilities/Liens (Schedule II 11. Total Deductions 12. Het Value of Tax Raturn 13. Charitable/Governnent.l Bequests; Hon-elected 9113 Trusts 14. Net Value of Est.te Subject to Tax NOTE: DATE 04-07-2005 04-30-2005 NUHOER CD005177 CD005276 INTEREST/PEN PAID C-) .00 4,354.48- ) CIlANGED 11) (2) 13) 141 15) (6) 171 ,00 .00 .00 2,000.00 4.438,15 84.15 151,337.46 (0) DOROTHY S (9) 110) 20,639.10 417 ,59 Ill) 112) 113) 114) DATE 06-27-2005 HOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax payment. 157,859.76 ?1.05669 136,803.07 .00 136,803.07 19 will 119)= .00 8,208.18 .00 .00 8,208.18 (Schedule JI .00 K 00 = 136,803.07 X 06 = .00 X 00 = .00 X 15 = AHOUNT PAID 2,319.06 10,243,60 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 8,208.18 .00 .39 .39 . If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED, If TOTAL DUE IS REfLECTED AS A "CREDIT" ICR), YDU HAY OE DUE A REfUND. SEE REVERSE SIDE Of TillS fORH FOR INSTRUCTIONS.) R[S[AVAI.ONI PURPOSE OF NOTICE. PAvttENh REFUND (CA). OIJECTIONS! ADHIN- ISTRATlVE CORRECTIONS. DISCDUHT. PENAL TV, INTEREST. (It_t.. of d.uct.nll dylnu un or b.'or. nec..b.r 12, 1'1112 .- If 811'1 future lnt.,..t In 111. ..Intll h I,IM1.f.rr.d In po.....lun or enjoy..nt to CI... I Icollnl.rnll IIMn.llclerln 01 tll. d.c.d.nt all.r Ih. 1I11lllratlon 0'110'1 ..Inl. for lU. or for y..r., the co..onw..lth h.r.b'l .llpr...h r...'''.S the rlUht 10 ftflprnh. and asu" trIMnlllr Inh.rltnnc. lau. .t Ih. I.wlul CI... I (collnl.rnl J ,ate on nny such lutur. Intere'1. To fulfill the r.qulre.ent. of S.ctlon Zl40 of the Inh.rltenc. and [.Inte Tax Act, Act ZS of lOOO. (7Z P.S. s.ction 9140). D.t.ch the top portion of thl. Hotlc. and .ub.lt wllh your pay.ent to the A.gl,ter of Wills printed on the re".r,. .Ide. --"ak. chllck or .oney ord.r payable t01 Su:mSl[l( nt' WII.I.S, ,\m::\T. r.llur. to p.y th. tax, Inter..t, and pen.lty due .ay re,ult In the filing of a lien of record In the approprlat. county, or the I.suanc. of an Orphan'. Court clt.tlon. A r.fund of a tax cradlt, which ..., not raqu..ted on th. T.x R.turn, aay b. requ.st.d by coapl.tlng an "Appllc.tlon for R.fund of P.nnsylvenl. Inherltanc. and [,tate Tax" (REV-I]l]). ApplIcation, ar. avallabl. online at wv...r.venu...tat..on.u., eny R.gI,t.r of WIll. or Aev.nu. DI.trlct offlc., or fro. the D.part..nt's Z4-hour ~'...rlng ,ervlc. far for.s ord.r'1 1-1I00-362-Z0S0J ,.rvlc.. far t.llpay.rs ..Ith ,p.clal hearIng andlor speaking n.ed'l 1-800-447-]020 (TT only). Any party In Int.r..t not ..tl,fl.d ..Ith the IIPpral,...nt, IIlloNllnc. or dl,allowanc. of d.ductlon' or 1I".....nt of tax (IncludIng dl.count or Int.r..t) a' ,hown on this Hotlc. .ay obj.ct within 60 day. of the data of r.c.lpt of thl. notlc. by filing an. of the followlng1 A) Prot.,t to the PA Oepart.ent of Rev.nue, Board of Appeal.. You .ay object by filing. prote,t ani In. at wvw.boardofaooaall.,tat..oa.ul on or b.for. the ..plratlon of the sixty-day app.al p.rlod. In ord.r for ~ .I.ctronlo prot..t to bl valid, you .ust r.celv. . conflr.atlon nueb.r and proc.,s.d data fro. the BOllrd of App.al' ..eb,lt.. You .ay .Iso ,.nd . wrltt.n prot.,t to PA D.part.ent of Rav.nu., Board of App.al' P.O. Bo. l81021, Harrisburg, PA 17128-IOZ1. p.tltlons .ay not ba faK.d. B) El.ctlon to have the .atter deter.ln.d .t the audit of the account of the p.rsonal r.pr..entatl".. C) Appeal to the Orphan,' Court. ractual .rror. dlscov.r.d on thl. ..'.....nt should b. addr.s,.d In writing t01 PA Oapart..nt of Revenu., Bu,.au of IndlvldulIl Tau', AllNI Post Au.u.ent Revl.w Unit, P.O. 1I0x 280601, lIarrlsburg, PA 17128-0601 PhOne (717) 787-6505. Sa. page ] of the booklet "Instructions for Inh.rltanc. Tax R.turn for a A..ldant D.cadent" CREV-ISOII for .n .xplanatlon of ad.lnl,tratlv.ly corr.ctable .rror.. If ~y ta. due I. paid within thre. C31 callndar .onths aft.r the d.ced.nt's d.ath, a flv. parc.nt C5%) discount of the tax paid I. allo...d. Th. I~ tax een.sty non-participation p.n.lty I. co.put.d on the total of the tax and Int.r.,t a.,es..d, and not paid b.for. January 18, 1996, the first day .ft.r the .nd of the tax ..ne.ty period. This non-participation penalty Is IIPp.alabl. In the la.. .ann.r and In the the ,a.. tl.. parlod a. you ..ould appeal the tax and Int.r..t th.t has b.en a,s.".d a. Indlcatad on this not Ie.. Int.r..t I. charged b.glnnlng with flr,t day of d.llnquency, or nln. 191 .onth, and one el) day fro. the date of death, to the date of pay..nt. Taxe. which b.cae. dellnqu.nt b.for. January I, 19112 bear Inter.,t at the rat. of .1. (6%) parc.nt p.r annu. calculated at a dally rat. of .000164. All taK.' which b.ca.. delinquent on and aft.r J~uary 1, 1982 wIll b.ar Int.r..t at a r.t. which wIll v8ry fro. calondar year to calendar year with that rat. announced by the PA nepart.ent of A.v.nue. Th. applicable Int.rl,t r.tas for 1911Z through 2005 ar'l Int.r..t Dally Int.r..t Dally Int.,..t Rate ractor Ve.r Rat. ractor Vear Rat. ~ ~ 1m"'" --nr- ~ nn -W- 16% .000,.]8 199Z 9% .000l41 ZOOZ 6% 11% .000301 199]-199,. 7% .Oa019l 2003 S:C 1S% .0003Sb 1995-19911 9% .0002,.7 200ft tt:C 10iC .ODOl7o\ 1999 7iC .OaOI9Z lOOS S% 9% .0002'7 loaD B% .DODlI9 V.ar 1m 19es 1984 19B5 1986 19B7 Dally ractor .nmr .000164 .000137 .000110 .000137 --Int.r..t 1. calcul.t.d a. follo"'1 INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notlc. Issuld aft.r the tftX b.eo..' d.llnquent will r.llect an Int.r..t calculation to flft.an CIS) day. b.yond the date of thl ..,.....nl. If pay.ent Is lade after the Inhrnt coeputatlon date shown on thl Notice, additional Int.r..t .u.t b. calculated. ~~5igila?:'~~ il! -a, 8 '" ~ a; E,oJ ~ ~ E .,&. ~~ ~ ~1IS1!i~~. ~ d ~8 j~Sl~i ~ i~ ~f~gl:i ,.... ~ i!B15~ Xl !i~~llh~ fiiiBi~~15 HUmU . ~' /t ~ii~11Ii l~ \ 11l1lriU~ 1 p f~ 8111 ~ ~ II l' ~l';lii' ~ ~ ii 51~~ji ili~i~g;il _iJj"'5~l~2!< !-o g ~ ~ 0 u E "'l ... 13 .. u ~ ~ \C 0 -< 0- ~ N ;: <= g Il. ~ <= - - III iii -h iJ t! 0( "'l 0- o ~ :; Z ~ ~ ~ 0- en "0( ~ ... en~~:io 0 rJ' ~ u g <C ~ ~ >- 1'1 ~ l:r: ell 0 III " ~ II) U Z I} 0 "'l Z ~ " ffi :; !-o ~ 0 ~ ~ 3:~~Q.~ ~ ~ ~ ~ ~ ~ ~ ;: ~ ... a: ~ m !!::l -i " ID " III -< .. - z .. a: III < a: 0( ., J: t COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO, I 996.0096! ESTATE OF DOROTHY S, PACE, DECEASED FIRST AND FINAL ACCOUNT OF SANDRA E,PACE, ADMINISTRATOR Date of Death: Novemher 14. 1996 Date of Administrator's Appointment: November 25, 1996 Date of First Advertisement of Lellers: December 7, 1996 Accounting for the Period: November 14, 1996 to July 15,2005 purpose of Account Sandra E. Pace, Administrator, offers (his account to acquaint interested parties with the transactions of(his Esta(e, This Estate is insolvent. The Court will detennine the validity of all claims and will eonlinn the proposed disbursements pursuant to the priorities established by the Probate, Estates and Fiduciaries Code ~3392. It is important that the account be carefully examined. Requests for additional infonnation or questions or objections can be discussed with: Jan L. Brown, Esquire or Jacqueline A. Kelly, Esquire Jan L. Brown & Associates 845 Sir Thomas Court, Suite 12 Harrisburg, PA 17109 717-541-5550 o :.~ ,-> ....1 ..~ "'" , c ,- r'.) Allomeys for the Estate :'":. -'" :0 _j .-t1 " .:? \.) . . ,.JJ :'. "~~ . ::;:1 1(-) .~ ::;1 '". (~ i~l "::' .~ 9? ::- \D COURT OF COMMON PLEAS OF CUMBERLAND COUNTY STATEMENT OF ACCOUNT Estate 01 Dorothy S, Pace, Deceased For Perlod 11/14/96throu9h 7/15/05 RECEIPTS OF PRINCIPAL Members 1st Checkln9 162644-11 $963,01 Members 1 st Savings 162644-00 $25,14 Cash on hand-coins $50,00 Household goods-proceeds Irom auction $2,700,00 Household tools $700,00 Note receivable $2,000,00 TOTAL RECEIPTS OF PRINCIPAL $6,438.15 RECEIPTS ('F INCOME Estate Checking 1010009700523; Interest $8,06 TOTAL RECEIPTS OF INCOME $8,06 TOTAL PRINCIPAL AND INCOME 56,446,21 ITEMIZATION OF CLAIMS CLASS 1 ADMINISTRATIVE EXPENSES Jan L Brown & Associates; counsel lee $1,500,00 Diane G. Radcliff; tltIgatlon fee lor estate $4.182.28 Register 01 Wills; probate and Inventory lees $53,00 Register 01 Wltls; account filing lee $130,00 Cumberland Law Joumal $60,00 The Sentinel $51,71 Leon D. Gerlach-real estate appraisal $225,00 Andy Jakubik-Junk removal $155.03 Sandra E, Pace-reimburse Admin. lor out.ol.pocket exp $74,42 Members 1 st-bank charge $14,77 TOTAL ADMINISTRATIVE EXPENSES $6,446.21 CLASS 6 ALL OTHER CLAIMS Sears $1.127,52 Mellon Bank, N,A,c/o Wellman, Weinberg & Rels Co L.P,A, $1,141,53 Lowes $942,54 Bell Atlantic c/o Collectech Systems, Inc $536,83 PP&L c/o CMS/lJR Services $99,57 TOTAL ALL OTHER CLAIMS $3,847.99 TOTAL CLAIMS $10,294.20 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY STATEMENT OF ACCOUNT Estate or Dorothy S. Poce, Deceased For Period 11/14/96 through 7/15/05 STATEMENT OF DISBURSEMENTS' BASED UPON PRIORITY/ORDER OF PAYMENT ('Disbursements wilh a date nolalion have already been paid.) Beginning balance; Principal and Income Less: Class 1 Admlnlstralive Expenses 3/10/97 Jan L Brown & Associates; counsel ree 6/21/99 Diane G. Radcllff-liligalion ree ror estate 11/25/96 Register or Wills; probate and Inventory rees Register or Wills; account filing ree 12/3/96 Cumberland Law Journal 1/10/97 The Sentinel 12120/96 Leon D. Gerlach-real estate appraisal 2/14/97 Andy Jakubik-Junk removal 4/30/97 Sandra E. Pace-reimburse Admin. ror out-or.pocket exp Including thank yous, phone calls, postage 12/5/96 Members 1 st-bank charge Total payments Balance available (or Class 6 All Other Claims Balance available (or distribution to heirs $6,446.21 -$1,500.00 -$4,162.28 -$53.00 -$130.00 -$60.00 -$51.71 -$225.00 -$155.D3 -$74.42 -$14.77 $0.00 AFIII0A VIT Sandru E.l'ace, Administrator of the Estate of Dorothy S.l'uce, Dcceused, hereby declares under oath that she hus fully und faithfully dischurged Ihe duties of her office; thallhe foregoing Accounl is lrue and correct und fully discloses ull eluims aguinsllhe Estale; Ihollhis Eslate is deternlined to be insolvenl; and thai four monlhs have elupsed since Ihe firsl complete advertisement oflhe grunling oflellers in Ihis Estale. J~u.. ~ fl~/lclml'" Sandra E. Pace, Adminislralor Subscribed ond sworn to by Sandra E. Pace, Administrotor before me this.! 't'day of :lu.ltj-,2005. cJ~'"'~ 1l:7<1~~ otary bhe =_.a:N.'IMClF MOl Jlt:llUI.lIlI!A.IIIlIXIlOlAft= =~=I1n07 I'uge 2 5. This is an insolvent estute; therefore, the cst ute is not subject to the payment of I'ennsylvania Inheritance Tax and is not subject to the payment of Pennsylvunia Estate Tax. 6. AlIlhe parties in interest arc living with the exception of Deanna M. Murray, who died on January 5, 2005. 7. All of said parties having any interest in said Estate were sent actual notice of the filing of the account and this audit. 8. All creditors and other persons, of whose claims the Estate had notice or knowledge, were sent actual notiee of the filing of the account and this audit. Set forth below arc the namcs of such creditors with the amounts of their claims. Said claims have been prioritized for payments in strict accordance with the priorities established by 20 C.S.A. ~3392. The class of each claim is noted. Name of Creditor Reference Claim Pur ose Priori Sears 548408802505 $t.127.52 OUlSlanding debl Class 6 45 Congress Street 2 Salem. MA 01970 Mellon Bank, N.A. 01121655 C w $t,141.53 OUlstanding debl Class 6 clo Law Offices of Weltman, Cle MAH Weinberg & Reis Co., L.P.A. Alln SCOll S. Wellman, Esq. 323 W. Lakeside Ave, Ste 200 Cleveland, OH 44113.1099 Lowes C82220390098 $942.54 OUlstanding debl Class 6 P.O. Box 29t 12 141 Shawnee Mission. KS 66201 Bell Atlantic 717766488137 $536.83 OUlstanding debt Class 6 c/o Collecteeh Systems, Ine 14 P.O. Box 28002 Lehi h Valle, PA 18002.8002 PP&L 5246780900 $99.57 Outstanding debt Class 6 c/o CMS AIR Services P.O. Box 3500 Jackson. Ml 49204-3500 l'uge4 Persons Huving un Interest us Heirs No Funds Avuiluble Sandru E. Puce, duughter Deannu M. Murray (estute of), duughler Gloria J. Kuutz, daughter Carol R. Puce, duughter $00.00 $00.00 $00.00 $00.00 Your petitioner, therefore, asks that all creditors whose claims arc still outstanding be discharged, as there arc no funds available. ~<. C. PaA.A.. SANDRA E. PACE, Petitioner COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN The above-named petitioner, being duly sworn, docs depose and say that the facts set forth in the foregoing petition which are within the personal knowledge of the petitioner arc truc, and as to facts based on the information of othcrs, thc petitioncr, after diligcnt inquiry, belicvcs them to be true. Sworn to and subscribed bcforc mc this ~ay Of~, 2005. COIIIIOIlIlUl.TH OF Pl1IIl!'llVMIA NOIARlAl SEAl lACCltJW1IE A.1lW.'( MOlAll'/ PIllIIIC IDWER I\\XIOH TWP., OAUPHIII c:cuxrr IIY COMMISSION EXPIRtl DEC.17 ZD07 , .---. PROOF OF PUBLICATION State of PennsylvanIa, County of cumberland. Sherry Clifford, Classified Advertising Manager 01 THE SENTINEL, 01 the County and State eloresald, beIng duly sworn, deposes and says that THE SENTINEL, a newspaper 01 general circulation In the Borough 01 Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly Issued In said County, and that the printed notice or publication attached hereto Is exactly the same as was printed and published In the reular editions and Issues of THE SENTINEL on the following dates, vlz Copy of Notice of publication December 7,14 and 21,1996 ADMINISTRATRIX NonCE Len.,. 01 Administration on the Estale 01 DOROTHY S PACE, lall 01 'hI lown 0; . Enola, Cumbelf.nd Coun- ty. P,nnlylvlnll. de. c..sed. hive been granled 10 the undersigned All perlon. knowing them.' ..1....1 to b, Ind,bted 10 ,aid Ealale will make' ply- mlnllmmldlat,ly, and lho.. hiving claim. will p,...nt them for Hnllmenl . Sandtll E. Pace Admlntstratrtx 3524 Green Slrel' Camp HII. PA 17011 Affiant further deposes that he Is not Interested In the subject matter of the aforesaid notice or advertisement, and that all allegatIons In the foregoing statement as to time, place and character of publication are true. ,t4;y /f#d January 6,1997 Sworn to and subscrIbed before me thIs 6th day of January . 19 97 ~~!ll14t ~ otary Public My commission expires: NoIarl.1ISoaJ W&rdy LMelZl;"", NoWy Pl.llf,c CaI1iole Boro. CtJll1bel1.nj ec..nly My C<lmfris,;icn E>pi1es June 2. 1997 , Pl1Il1S)1VaI>a A:;sooaIion of Notoros CERTIFICATION OF NOTICE IN RE: ESTATE OF DOROTHY S. PACE To thc Clerk of the Orphans' Court: I certify that written notice of the filing and audit of the First and Final Account of Sandru E. Pace, Administrutor ofthc Estate of Dorothy S. Pace, is bcing sent to the heirs and/or unpaid claimants on or about July 27, 2005, via first class mail. Thc following is a list of said heirs and unpaid claimants: Heirs: Sandra E. Pacc Deanna M. Murray (Estate of) Gloria J. Kautz Carol R. Pace Unpaid Claimants: Sears Lowcs Bell Atlantic; c/o Colleeteeh Systems, Ine. PP&L; c/o eMS NR Scrvices Mellon Bank NA: c/o Law Offiecs of Weltman, Weinberg & Reis Co., L.P.A, Notice has now becn given to all persons entitled thereto undcr Rulc 6.3.1. C J)~ L~ By: Jan L. Brown J.D. No. 67993 Ian L. Brown & Assoeiatcs 845 Sir Thomas Court Suite 12 Harrisburg, PA 17109 717-541-5550 Capacity: Attorney for Administrator Date:~,2005 STATUS REPORT-'JI'l-REIL&!~E 6.12 Name of Decedent: Do rot hv :;. Pij('P Date of Deitth: NnVf.mhpf 1-1. 14Q,', Will No. ^dmin. No. 1 'l4(,-on9"1 Pursuant to Rule ,C;.];' of the Supreme Court Orphitlls' Court Rules, 1 report the following with respect to c:ompletioll of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No y. 2. 1 f the answer is No, state ~Ihen the personal representati ve reasonabl y believes that the admini strat ion wi 11 he complete: Unknown. The estat;e: iis.C:I;lr~ent-lv involv~d in litillation to rec:over;a;sB~ts fm: l"he e~tC!t~_ \:i_lI !:_! is clIrrentlv Insolvent. If su!:ce!'1Bf__l. toe estate WIll n0t he Insolvent. 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separote Orphans' Court No. (if ony) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders, and approvals of formal or informal ac:counts may be filed with the Clerk of the Orphans' Court itnd may be attached to this report. /c//rj~a/~Jr_r{j( A ;; ~('-^-- . Sicjnatllre Date: Name Sandra 1':. Pace C J ^ddress 144~ Newtown rircle Mf'chanirshura. PA J711r,O ; Telephone (717) 7(>-j-75':'G Capacity: v .' Personal Representative Counsel for Personal Repre:sen ti:l t i ve c.. STATUS REPORT UNDER RULE 6.12 Name 0 f Decedent: Doro~hy S. Pace Date of Death: Novenilier 14, 1996 Will No. Admin. No. 1996-00961 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court RUles, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No x 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Unknown. The estate is currentl involved in liti ation to recover assets for the estate, which is currentl insolvent. If successful, the estate will not be insolvent. 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account wi th the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest?Yes No d. Copies of receipts, releases, joinders, and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~1-r1td r<:. ~ Srgna ture / 0/ :;},(OJ/O I LJ I' <<~ ^- Date: Name Sandra E. Pace Address 1443 Newtown Circle Mechanicsburg, PA 17050 Telephone (717) 763-7526 Capacity: x Personal Representative Counsel for Personal Representative Cumberland County - Registcr Of ~1i1ls One Courthouse Squarc Carlislc, PA 17013 phone: (717) 240-6345 Date: 12/01/2004 SANDRA E PACE 1443 NEWTOEN CIRCLE MECHANICSBURG, PA 17050 RE: Estate of PACE DOROTHY S File Number: 1996-00961 Dear Sir/Madam: 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: 11/14/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, !dlt<a ~~J.~cI-~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: Dorothy S. Pace Date of Death: November ]~!996 Will No. Admin. No. 1996-00961 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No x 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: It should be completed within the next six months. The estate had been involved in litigation to recover assets for the estate, which was not successful. Currently, necessary papers are being signed by the involved parties which need to be filed with the court. When that is completed, the personal representative's attorney will prepare the necessary papers to settle this estate. 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c, Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders, and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. . ~ Date: I/II/OS . 9.nMr-.. ~ ltJ.. e..A. Signature I.' (:.i (",.. c> ... , (,' t.'_ , , L. I <. .- '. c:' .. " , I '. i.. I.'.' ,',: -, (. ) '. ,-. c' . . I -".i L' I.,. .. u: , ~, ,_ I ',- , ,~ C'J "'" Name Sandra E. Pace Address 1443 Newtown Circle Mechanicsburg, PA 17050 Telephone (717) 763-7526 Capacity: x Personal Representative Counsel for Personal Representative uR