The URL can be used to link to this page

Home My WebLink About01-0603 PETITION FOR PROBATE and GRANT OF LETTERS Estate of MARGUERITE M. FLURIE also known as No. To: 21-01-603 Register of Wills for the Deceased. County of ('nmhPTl ::In~ in the Social Security No. 191-18- 4359 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), lliiEis/are 18 years of age or older~lIIliit_~_ir . the last will of the above decedent, dated Fe bruarv 28, ~~~~~ appointed Charles R. Flurie, Jr. Flurie, Executors. Charles R. Flurie, Jr. is Richard A. Flurie has renounced. -- ,19~ and Richard A. deceased and (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h ~r last family or principal residence at 202 Ch~!';t:~r Road, F.no1a East Fennsboro Township (list street, number and muncipality) Decendent, then 77 years of age, died March 8, 2001 at M. S. Hershev Medical Center Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 500.00 $ $ $ $ None WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters 0 f Admi n i s t rat ion. C. T . A . (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. ~ V> ~ '" J? da:t~~~ ~ 1. 1 fYY\.l'l MJY\ v!:; ~t L.' Baumann ' 0::'" ~g 202 ester Road ~'';::: ~~ Enola FA 17025 f~ fKA :~~ c':A.:frrP~fiJ1 <= 00 Cii ~~~ David Eo Flllri~ lqa C'ollE'lJE' Hill RO::ln F.no1a, PA 170:/.1) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I ss COUNTY OF CUMBERLAND J The petitioner(s} above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed- and sUb.scribed { ~ -/ fik~ ~ before me this --.?6th day of DaVld E. url ~. ~ JUNE ~l a 'r7;t"?"M'l.4o/Or;;;;,b' . ~~~. J:i~n!a~ ! I b - ~.89-9 ,F t\ ~. c:( ~ ~. -;fo-tm.aA No. 21-01-0603 Estate of MARGUERITE M. FLURIE , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 27 . 20 0 ~ in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February 28, 1986 described therein be admitted to probate and filed of record as the last will of Marguerite M. Flurie and Letters of Administration. C.T.A. are hereby granted to David E. Flurie and Kathy L. Baumann F.K.A. Kathy L Folmar FEES 7rri:J:t'.~"/Ac:/~-7 Regi of Wills Richard w. Stewart (18039) Johnson, Duffie, Stewart & Weidner Probate, Letters, Etc. ......... Short Certificates( ).......... Renunciation ................ JCP $ 18.00 $ 6.00 $ 10.00 $ 5.00 TOTAL _ $ 39.00 .. ;r.Wf~. .2.Q~. ?P.QL................ ATTORNEY (Sup. Ct. I.D. No.) 301 Market St., P. O. Box 109 T.emnynp, PJ}. 17041-01 Og ADDRESS (717) 761-4540 Filed PHONE .. . HI05.805 REV 9/86 This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with Local Registrar. The original certificate will be forwarded to the State VItal Records Office for permanent fillllg. me as WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 No. /1 ""-:1-7 /' ./ ,,.Jo~,( vv~.!..,rj1'/ .{_.,....~ ~~. ~ {~(.~;~~:l~d:"i...~;..:::-L-~~ ./~e:"..--J '",.' (f Local Registrar p 7178413 MAR 1 0 2001 Date 21-01-603 5.143_.2/87 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT tflrSt. MIdOIe. L_. ,. AGEIL...Ilw1f>doVl UNDER 1 YEAR - ! Doya ! BIRTHPLACl! IC..,.... StI.,- Of fCl8lgn CClUMy) SEX STAlE FilE NUM8lR SOCIAL SECURITY NUMBER - .. m. OW'(.J \... ~ &-0 "I 77 Y... COUNTY OF DERH Dauphin DECEDENT'S U8UAL OCCUMlON ~-=:~"=':::.I:r CNA .. 11/23/237. Hb~, 'Pa arv, IOAO. TWP OF DEATH FACa.rrv NAME (U noIlf\$I<IUhon. gn.oe strHt and numbetl Derry Twp. M. S. Hershey Medical Center ,.. lMRlTAL sWtJS._ --.-. oo-.:...lSl>OClIVl UJi..doUJ g:".,10 RACE.___._..oIC. I~) Whi..:t.e ,I. 1 Ie. WIIS DECEDENT EVER IN U.S. ARMEOFOIlCES7 ,,-0 NoW SUllVMN(l SI'OuSE I" WIle. OM'......... Alrnel 202 Che4:t.e~ ~oad ~ [nola, 'Pa 17025 MIHElI'S NAME IF... ....... LOll' DECEDENTS ACTUAl. RESIDENCE lSoo_ on_-. '1. '1.. Slate Did - ...... Cumbe~land -....,1 '711.0 :....""="-='.. MOTHER'SNAME (F... _. _IM_) ~ lmma Jone~ INl'ClRMAHT'S IoIAJUNG AOIlAESSlSorooL ~ _. z;p~ 198 Coile e Hi..ll ~d., lnola, 'Pa = %:Sl'OSITION. -..e-...,: er.o..-v LOCRlON. c~ StoIo. z-.c:.. 17c'~"""__in ,I. la4:t. 'Penn~bo~o ...... 1711. ,.. INFORMANT'S_ (TYIlO/PIinIl Oavi..d l. lIETHOO OF llIPOlllfi(jN D _(J ~O - 0lll0f~ , IIIONRURE OF .. ~~. -=....... .. --.nIIy-..-. - A~:t.hu~ Fa~an - Flu~i..e 'Pa :"'-_24-28... --by ORE PRONOuNCEODEAD (Mon". Day. ""'1 =----. . ~:4 S' 'P... H. ~e.r.- \-.&' kJO\ . 27. MR1' I: EnIer rhe diHaIM. in;ut"iec Of' compkationl which caused lhe dealh Do not ent., lhe mode of <tying, such IS cardiae 01 '.spit.tory anest, shock 0' heart tuw. lill cw, on. cauee on MCfIIine. .. A, bJ 0....1.....\ ~ OUE 10 lOR ~ACONSEOUENCE OF): f\lt l- \ h.l \ vo..("" OUE 10 lOR AS A CONSfOUENCE OF): Gt~lI~ OUE 'ItllOR AS A CONSEOUENCE OF): WI\S CASE REFERRED TO M1!0ICAI. ElWoIlNERICOAOoIEil? In" "- D No.I<!Q II. '..........,. PART.: OI"."~_~"_Ih."", :=-...~ noI~in"~""giwninPMT I. , I I I~ WERE AU1CPSY FINOIHOS -.......e PRIOfl TO COMI'UmON Of' CAUSE OF DEArH1 _NER OF DEATH NIl",.. fig o o DATE OF IHJURY CUonl"l. Day, ..... T"'E OF INJURY tNJURY Iff WORK? OESCIV8E HOW INJURY OCCURRED. Yeo~ NoD -.. - - Po-,__ o o o PlACE OF INJURY. At home, fann, .....factory, oIficII Y. bWding. Me. c$pec.M _. "- 0 NoD Could not bIl detennlNd _. C81T---I~_onot .CEllTFtING PHYSICIAN (Ph)'SlClan c8f1lfyw\g cause 01 death wh." anOlh. phvsc"" hu Pfonouncecl de. ana ccmptelec:t"en 2Jl .......beeloflftYluIowIedge..lltllocc.......to...cavM(.).ndmanner..tIIted................. ........................... Ill. LOCAl'ION_.~.~ .MEDICAL EXAMINER/CORONER On the~... of exam'nellon andJ<< Inv...igatkNI, In my opinion, death OCcurred .t the .'"'-. dat., and place. and due to the UUM(a) and 1ftAnnef.. a"'ed.. .. . .... . . .. .... . . . . .... .... .. . .. .. . ... . ... .. ...... ...... . . .. . . '" ........... .. .... . ... . . ........ l~l..REGIST~RE~~ .~ /,'C ~~/~~__ Jill! PI'; ( I 301. SlGNAI'URE AND MLE Of' CERTifIER 9G ,. CM~...\\ LICENSE NUMBER DArE SIONED_. DIy. _, o ~, . """1)- 06~~H-\.. ~, f"\.c.v- \.. l? kdl NAME AND AOIlAE55 Of' PERSON WHO COMPlETED CAUSE Of' Dl!RH (IIem 21) Type Of P'int f.\..\l ~ ""~ lIi\ 1"""0 o M. S. Hershey Medical Center Hershey, PA 17033 31. DATE FIlED C"""'. Day. ""1 . ~ ~~ -PIIONOuNcINo AND CERTIf'V1NQ PHYSICIAN (Physcr.an boIh Pl'onCluflClOg llNth and CettlfyInQ 1Ocau5t of ()eath) To the.... Of my kno....... ....... OCCurred., the...... d.... and piece. and due to the c.UM(.) and manner.. s1..... . . . . . . . . . . . :N. ./ STONE, SAJER & STEWART Attorneys at Law 414 Bridge Street New Cumberland, Pa. 17070 " 21-01-603 LAST WILL AND TESTAMENT OF MARGUERITE M. FLURIE I, MARGUERITE M. FLURIE, of the Township of East Pennsboro, County of Cumberland, and Commonwealth of Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I direct that in the distribution of my estate, the share of my son, DAVID E. FLURIE, shall be charged with an advancement of Five Thousand ($5,000.00) Dollars for funds which I have paid to him. ITEM II: I devise and bequeath all of my estate of every nature and wherever situate in equal shares to such of my children, CHARLESR. FLURIE, JR., RICHARD A. FLURIE, DAVID E. FLURIE, ROBERT W. FLURIE and KATHY L. j3,#/;k/J-I/I /1'/1/ ~, as survive me by thirty (30) days. Should any of my above-named children predecease me or die on or before the thirtieth day following my death, I devise and bequeath the share of such child to his or her issue, per stirpes, living on the thirty-first day following my death; and should any such child of mine leave no such issue living on the thirty-first day following my death, I devise and bequeath the share of such child to my issue, per stirpes, living on the thirZJ-f~r~t day following my death. ITEM III: I apPoiPtt~-~, N.A., of New Cumberland, Pennsylvania, guardian of any property which passes either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in Page 1 of 4 pages STONE, SAJER & STEWART Attorneys at Law 414 Bridge Street New Cumberland, Pa. 17070 '! " I;; II i ... its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM IV: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM V: I appoint my sons, CHARLES R. FLURIE, JR., and RICHARD A. FLURIE, Executors of this my last will. ITEM VI: I direct that my executors or guardian or their suc- cessors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, MARGUERITE M. FLURIE, Testatrix, have hereunto set my hand and seal this ;;(y n day of , 1986. h~ ' .....,-p . . ~r;(;;J;;:~(SEAL) MARGU TE M. FLURIE Page 2 of 4 pages STONE. SAJER 8: STEWART Attorneys at Law 414 Bridge Street New Cumberland, Pa. 11070 1 .. SIGNED, SEALED, PUBLISHED and DECLARED by MARGUERITE M. FLURIE, the Testatrix above named, as and for her Last Will and Testament, and in the pre- sence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses. /". j' - ;r~J~~~v< " Witness ~'., /7 .' . t; ) I- .'{'---', <-<. v' ~ ^ (1 ~ \ ~-t.-'V . i' t<:...........,.....\../ _ '-\.2.-"(.;- , JL J7 !..~<-t.- (r - ' Address ~-'A ~--k~ wfi.;;jJ; c.K u l1euJJ &"n~,,-j!~.~ I!, Address COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND I, MARGUERITE M. FLURIE, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instrument as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. )p,,~A~;b.;;Z k~ MARG RITE M. FLURIE Sworn to or affirmed to and acknowledged before me by MARGUERITE M. - 7:A FLURIE, the Testatrix, this v(~ day of ,F~ {/ 1986. /(3~_a~ 9<(ec'~~4r\. Notary Public BETH ANN HECKMAN, Notary Public New Cumberland, Cumberland Co., f'~ Page 3 of 4 pages ~Commiiiion Expires Feb. 8, 19a1.' STONE, SAJER 8: STEWART Attorneys at Law 414 Bridge Street New Cumberland, Pa. 17070 .. COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND We, \\\cL",J 00 '>'t'w'" rand ~(f~ ';(',4-Jut the witnesses whose names are signed to the attached or foregoing instrumentt being duly qualified according to lawt depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledget the Testatrix was at that time eighteen or more years of aget of sound mind and under no constraint or undue influence. ~uL<clJ /1111Jj;::~/~!- Witness ~ ' ,l,;/.-L W tn"ss ;e, ~'~ _ Sworn to or affirmed to and acknowledged before me by J7~7 ~~~ /:,7' (/ t 1986. __,~/J /T t ' ,/ /.,(J. /) -~ this ~ g day of /t c1u;('~--tA-1 U ;f:~ t witnessest and Z:VA- t~~ ~~/P4~ . Notary Public BETH ANN HECKMAN, Notary Publk New Cumberland, Cumberland Co" ;'i My Commission Expires Feb. 8, 198' Page40f 4 pages RENUNCIATION 21-01-603 In Re Estate of MARGIJF.RTTF. M FT.TTRTF. deceased. To the Register of Wills of CUMBERLAND County, Pennsylvania, The undersigned heirs of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration, C.T.A. be issued to David E. Flurie and Kathy L. Baumann WITNESS my hand this ~ daYOf~ 19~.. Sworn to and subscribed before me this .J, 1€q *. 02 '-" I n::llYQ'<:-_ ",9081. /- L ~\ ,t~ 4' ' " V " (Sign,""') . Richa~d A. Flurie Rural Route #1, Box.552 Sugar Loaf, PA 18249' . (Ac;idress) (Signature)' / (Address) (Signature) , 1 (Address) RENUNCIATION 21-01-603 In Re Estate of MARGIJRRTTF. M FT.fJRTF. deceased. To the Register of Wills of CUMBERLAND County. Pennsylvania. The undersigned heirs of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s} that Letters of Administration, C.T.A. be issued to David E. Flurie and Kathy L. Baumann IJ~?-' . 19 200~ ' '? h'_ J/~ 7V ~ (Signature) .' Robert,W. F1url.e 3 114 N. 6 6 t h St., A p.t' . # 3 Scottsdale, AZ' 85251 . (A\ldress) WITNESS ~y hand this J b day of Sworn to and subscribed before ,me this /0 v da~ of ~~~, 2001. v~J?Pq ~_ OFFICIAL SEAL DOROTHY J, RETZLAFF cM?"MRY PUBLIC-ARIZONA . . MARICOPA COUNTY j ,,' My Comm. Expires Dec. 19,.2002 (Signature) . (Address) (Signature) \ ! (Address) f-- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MARGUERITE M. FLURIE Date of Death: March 8,2001 Will No.: 2001-00603 Admin. No.: To the Register: I 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 y/2'f'/6/ t , Name Kathy L. Baumann David E. Flurie Richard A. Flurie Robert W. Flurie Shannon Flurie & Megan Flurie Address 202 Chester Rd., Enola, PA 17025 198 College Hill Rd., Enola, PA 17025 R. R. #1, Box 552, Sugar Loaf, P A 18249 3114 N. 66In St., Apt. #3, Scottsdale, AZ. 85251 R. R. #1, Box 1430, McAlisterville, PA 17049 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None. Date: 1(2..'1/0/ -f2J /)I~ - Signature Name Richard W. Stewart, Esq. .Johnson, Duffie, Stewart & Weidner Address 301 Market St. P. O. Box 109 Lemoyne, PA 17043-0109 Telephone (717) 761-4540 Capacity: Personal Representative X Counsel for personal representative RE\(-1500< '16-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 ~ Z W C W o W C W I- ll:::$Ul (J~::O:: wD.(J :J:oo (J~..J D.lll D. 0( INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) FLURIE, MARGUERITE M. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) March 8, 2001 November 23, 1923 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [] 1. Original Return D 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-821 o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (dale of death belween 12-31-91 and 1-1-95) OFFICIAL IJSE ONLY v FILE NUMBER 21_01 060 3 COUNlY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 191 - 18 4359 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A)(Allach Sch 0) z o ~ ::) !::: Q. 4( o W r:t:: z o ~ ~ ::) Q. :E o o g I- Z W C Z o D. Ul W ~ ~ o (J FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS 301 Market st. P. O. Box 109 Lemoyne, PA 17043-0109 w. Stewart TELEPHONE NUMBER (717) 761-4540 (1) (2) (3) (4) (5) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7_ Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (6) (7) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 609.14 336.23 (8) 6,607.50 -0- x .0_ (15) x .0 4 5 (16) x .12 (17) x .15 (18) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT OFFICIAL USE ONLY 945.37 (11) (12) (13) 6,607.50 (!'i,662.11) -0- (14) (5,662.13) -0- -0- (19) -0- . > > BE SURE TO ANSWER ALL QUESTIONS ON REV~R.SE SIDE AND RECHECK MATH << Decedent's Complete Address: STREET ADDRESS - 202 Chester Road : CITY Enola I STATE I ZIP PA 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount Total Credits ( A + 8 + C ) (2) -0- 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) -0- 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. -0- A. Enter the interest on the tax due. (5) (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) - 0 - Make Check Payable to: REGISTER OF WILLS, AGENT ~-~:r~~-~~~~~~~~!i!i~:; PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.......................................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 O. retain a reversionary interest; or.......................................................................................................................... 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 No ~ ~ ~ 51 ~ ~ GQ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and slatemenls, and to the best of my knowledge and belief, it is true, correcl and complete. Declaration of preparer other than the personal represenlative is based on all information of which preparer has any knowledge. SIGNATU OF PERSON RE ONSIBLE FOR FILING RETURN DATE . ''f'i\..fC>J''\.M..-. L. Baumann & David E. Flurie, Administrators, C.T.A. 202 Chester Rd. 198 Colleqe Hill Rd., Enola. PA 17025 SIGNATURE OF P~E~PAR~R ~';.:[ij~I.-R'5PjESENTATIVE DATE _ ~/I/~ g'j/2/o! , , ADDRESS Richard w. stewart, Esq. 301 Market st., P. O. Box 109, Lemoyne. PA 17043-0109 - 01" For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. . REV~I08EX.II-l7)' ~ , ~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FLURIE, MARGUERITE M. FILE NUMBER 21-01-00603 ESTATE OF Include the proceeds of rrligation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivolShip must be disclosect on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. John Hancock Life Insurance Company Policy No. M06070087 Beneficiary: Estate 609.14 TOTAL (Also enter on line 5. Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) 609.14 . REV.1509 EX +(\.97) " SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FLURIE, MARGUERITE M. FILE NUMBER 21-01-00603 ESTATE OF If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Kathy L. Baumann 202 Chester Road Enola, PA 17025 Daughter B. c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE I nclude name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1, A. Approx 2 yrs PNC Bank - Checking Account No. 51-4031-1866 Date of Death balance 672.47 50% 336.23 TOTAL (Also enter on line 6, Recapitulation) $ 336.23 (If more space is needed, insert additional sheets of the same size) REV-'~lEX+(I~ . _~_ .,~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FLURIE, MARGUERITE M. FILE NUMBER 21-01-00603 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1. 2. 3. 4. B. 1. 2. 3. 4. 5. 6. 7. 8. DESCRIPTION FUNERAL EXPENSES: John C. Sullivan Funeral Home Rolling Green Cemetery - grave openi~g Pastor Dennis Snider - funeral service Summerdale Fire Co. - funeral luncheon . ADMINISTRATIVE COSTS: Personal Representallve's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representallve(s) SlreetAddress City State Zip Year(s) Commission Paid: A~m~Fees - Johnson, Duffie, STewart & Weidner FamIly Exemption: (If decedenfs address Is not the same as cIalmanfs. attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip Probat9 Fees Accountanfs Fees Tax Return Preparer's Fees Register of Wills - filing charges Register of Wills - Probate charges TOTAL (Also enler on line 9, Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) AMOUNT 5,058.50 760.00 130.00 250.00 350.00 20.00 39.00 6,607.50 .. . . ~~~~.~ '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FLURIE, MARGUERITE M. FILE NUMBER 21-01-00603. NUMBER 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS Qndude outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 1. Daughter. One-fifth Kathy L. Baumann 202 Chester Road Enola, PA 17025 Richard A. Flurie Rural Route #1, Box 552 Sugar Loaf, PA 18249 Robert W. Flurie 3114 N. 66th Street, Apt. #3 Scottsdale, AZ 85251 David E. Flurie 198 College Hill Road Enola, PA 17025 Children of deceased son, Charles R. Ilurie: Shannon Flurie Megan Flurie (Adu ts) Rural Route #1, Box 1430 McAlisterville, PA 17049 2 Son One-fifth 3 Son' One-fifth 4 Son One-fifth One-tenth One-tenth ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT .BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ,.. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND L J ss: v Kathy L. Baumann and David E. Flurie being duly sworn according to law, deposes and says that the yare Administrators, C.T.A. of the Estate of Marquerite M. Flurie late of East Fennsboro Township Cumberland County, Pa., deceased and that the 'th" . t d b Kathy L. Baumann & David E. Flurie th . 'd Administrators WI In IS an tnven ory ma e y .. _ 1 e sal of the e~tire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside ~he Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. 2001 , c(ctt~ ~ ~~:::.:,a.::i~C ~ Kat Y L. Baumann David E. Flurie 202 Chester Rd. 198 College Hill Rd. Sworn to and subscribed before me, A/o"^r . aI seu F. SwitzIer, Jr., NOlIry Public BMI Pe1IIIIboro 'I'wp., CumberIa'nd My Commiaion Expires Au.. 13, 200S MerrCIer, PeI-IIiMtnIaAlloallonof,...,... Enola, FA 17025 Enola, FA 17025 Address Date of Death 8th Cay March Month 2001 Yeer INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of disc;overy of additional assets. 3. Additional sheets may be. attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. M "'=I' P4 0 .r-i r-- ..c:: ~ Ul .:c l::: ~ ~ p., H 0 0:: E-i "tl (]) M >- ::> ell l::: 0 J- W ....:l 0 III \0 ~ 0:: I- ~ I-l III >t w ~ III 0 0 c.. 0 u .jJ E 0 . .D Ill. III I 0 In t7I I-l >-(]) ~ w 0:: w ::8 Ul C III CO :g....:l 0 I- J: c.. l::: c.. ~ J- ...J U. ~ l::: III .. I Z < 0 (]) 0 ~ U. ...J E-i (]) c.. :t: ~ W 0 < W H p., >. .j..J <0'\ N 0:: CJ) > Z 0:: .... ,0 'Z 0 ~ .j..J C r-f 0 ::J . ci In Z ::> Ul 0 :3: X 0::: ~ CO () Z w < Q::; ~ - 0 c.. .:c "tl '0. tIl c I-l ::8, III - -;: CO . 0 III ..c:: 6 I ...0 "tl ..:.t U III E .... GI 0 .r-i . I III ::t 0 0:: p., I ...J () u: ca --- Inventory of the real and personal estate of MARGUERITE M. FLURIE deceased 1. John Hancock Life Insurance Company Policy No. M06070087 Beneficiary: Estate .609 14 TOTAL ~14 I I ..\-, ~ f'~' l , ii- :""'.: ;'~l'" , ~ , c:...~Ili FORM ESTAT:E: OF /J1,11;'( G- tl ~;( / rEM. FL U /lIe Nocics or c~a.im by Rh?5/-/J1/ 0 in t:.he amount:: or S /2 ?,g, 8 j1 fi.~sd pursuant: t:.c ORPF..ANS' COURT DIVISION O~ COURT OF COMMON p~~ OF C be /77 .&'EJf'L ##7/ COUNTY P /I NO. ,f<1_C/- 6ax.:3 sec::icn 3384, Prc.cata, Est::atss and Fiduciaries C~de Laws or 1972, ^c: No. 104 effec:ive Ju~y ~, 1972 as amended. Enter the c:.la.im or 8tP5c0vl.5 (C.l~ant: and Address) Oats /c2--- ;;)-0/ 944.1 LBJ FREEWAY Lock, Box 30 Daflas~ TX 75243 TO TH:E:~ OF THE: ORPHANS' COURT DIVISION: in the amount: or S /;??3, :3% aga.insc the above entit.led Escace. The decedent:. who r~side; ac 'q?tJ,;:{l e//i-?' rL?iL RD 'ENo~A, PA /?~ 5died on -'3-k-- /.eJeo I. (Address)./' (Date) ~rit::en nocice of said claim was mailed to see ~ttacned (Personal Represencat:ive or C~unsell ac on (Address) The basis of aforesaid claim is as tol~ows: (Dace) (Itemi=e ful~y to enable personal representative to make proper investigacion). /lCcJr #-... C7.o 3724641 ( Name) Agent Claimant::'s C~unsel 'i.".... fJWLBJ FREEWAY Lock Box 30 Dallas. TX 75243 (Address) 972-644-6360 (AdJQess ),:': <r .. .... ,".,'" ..- ;s: f"'I"\ ..- ,,.,... ~".. ~~) E~;:' ~,,"J u; 0.0;) om Q)CI: a: c:...:J o .' ,:1.1 ,. .0 -i:: ~ (I)::: [5(5 p ~ \. PROBATE COURT CUmberland County, State of Pennsylvania Marguerite M. Flurie, Deceased Case #21-01-603 Proof of lVIa.iling I ma.iled the creditors claim to the fiduciary (and attorney, if applicable) as follows: I deposited a oopy/ccpies of the claim with the United States Postal Service in a sealed envelope with the postage fully pre-paid. I used first-class ma.il. I am employed in the county where the ma.iling occurred. The envelope (s) was/were addressed and ma.iled as follows: Ms. Kathy Bat.llTBIm c/o Richard W. Stewart, Esq P. o. Box 109 D. lelIDyne, PA 17043 Date of lVIa.iling: / J:-hk County of lVIa.iling: Dallas, Texas I de~lare ~~ty of perjury that the foregoing is true and correct. Date. ~ d~for Boscov's P.O. Box 741026 Dallas, 'IX 75374 ,J ~ Page: 1 Joc~ment Name: BARBARA PAGE 01 OS/25/2001 11:04:27 \RIQ ( BOSCOV'S CREDIT DIVISION ACCOUNT INQUIRY ORGANIZATION 100 LOGO 110 ACCT 0000000000003724549 SHORT ~:AME FLURIE ESTATE 0 STATE PA HOME P:-iONE ~OT CP. LMT 0 EMPL CD STATUS Z CA CR =->1T 0 CSH AUTH .00 CASH E~L .00 TOT DISP 0 .00 CASH l-.',-AL .00 CASH OS PO. 00 O-T-B ~*********O CYCLE DB 0 .00 ?CT LE~EL / 10 S PA CYCLE CR 0 .00 CURR 2~L 1,263.38 CYCLE PMTS .00 REL BLOCK CODES H 0 NBR PLANS 2 CARD USAGE 4 BILLING CYCLE 18 DATE OPENED 12/17/1985 CARD FEE DATE DTE LST BILL 05/18/2001 , \- / b -c:239- 9 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX of 'dills BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG. PA 171Z8-0601 Recore.me Register DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-17-2001 FLURIE 03-08-2001 21 01-0603 CUMBERLAND 101 '01 Ole 27 AlO :12 RICHARD W STEWART JOHNSON ETAL Clerk<~ PO BOX 109 C"A-lmbenand LEMOYNE PA 17043 :'J~l.;ft , PA '* REV-1547 EX AFP (12-00) MARGUERIT M Amount Remitted 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 ~ REV:is4i-EX-AFP-(r~f:ooT-NO;--icE--OF-YNHEifi;:ANCE-;--Ax-jrpPRAisEi'-ENT~--ALi-oWAirCE-OR------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FLURIE MARGUERIT M FILE NO. 21 01-0603 ACN 101 DATE 12-17-2001 TAX RETURN WAS: (X J ACCEPTED AS FILED ) CHANGED APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due EDITS: YM N DATE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets NOTE: R CEIPT NUMBER o (+) INTEREST/PEN PAID (-) . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 609.14 336.23 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 945.37 (11) (12) (13) (14) 6.607 liD 5,662.13- .00 5,662.13- (9) (10) 6,607.50 .00 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 .00 X .00 X .00 X .00 X AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE (19)= .00 .00 .00 .00 IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Zl40 of the Inheritance and Estate Tex Act, Act Z3 of ZOOO. (7Z P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-30Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR --election to have the matter detarmined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first dey after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January I, 198Z bear interest at the rate of six (6%) percent per annum calculated at a daily rata of .000164. All taxes which became delinquent on and after January I, 198Z will baar intarest at a rate which will vary from calandar yaar to calendar year with that rata announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are: Year Intarest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 198Z ZO% .000548 199Z 9% .000Z47 1983 16% .000438 1993-1994 n .00019Z 1984 11% .000301 1995-1998 9% .000Z47 1985 13% .000356 1999 n .00019Z 1986 10% .000Z74 ZOOO 8% .000Z19 1987 9% .000Z47 ZODl 9% .000Z47 1988-1991 11% .000301 ZOOZ 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after tha tax becomes dalinquent will reflact an interest calculation to fiftean (15) days beyond tha date of tha assassment. If paymant is mada aftar tha interast computation data shown on the Notica, additional intarast must ba calculatad. ., WELTMAN, WEINBERG & REIS Co., L.P.A. ATTORNEYS AT LAW 323 W. Lakeside Avenue, Suite 200 Cleveland, Ohio 44] 13-]099 2] 6.685.] 000 COLUMBUS 614.228.7272 CINCINNATI 513.723.2200 www.weltman.com PITTSBURGH 412.434.7955 DETROIT 248.362.6100 January 5, 2002 Register Of Wills One Courthouse Square Carlisle, P A 17013 Re: Estate of Marguerite M. F1urie Case No. 21-01-603 Our Client: Bank of America N.A. Account No. 4888603251362174 Balance Due: $ 7,745.65 together with interest at the rate of 10% per annum from January 7,2002 Our File No. 02358725 no ,. -..,. =ro :::S=' .,. ,..".. .., r:' ~ :o~ .m () "';::? 0 ..... --lI ~ff :;~~- ;:~! C- ::x=> :z - - Dear Clerk of Courts: u \.;J w o This law firm represents Bank of America N.A. in connection with its claim which we wish to file on our client's behalf into the estate of Marguerite M. Flurie, deceased. Enclosed is our check in the amount of $5.00 which we understand is the filing fee for this claim. Our client's claim is based upon its account number 4888603251362174 in the amount of $ 7,745.65 plus interest which continues to accrue. Included with this letter is the claim form which we wish to present to this court and which we are forwarding to the attorney and/or fiduciary of this estate. It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our office and to the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the undersigned. Thank you for your cooperation in this matter. 8mw"y, ~ JM!J </J Legal Assistant (216) 685-1022 TLGiar Enclosures cc: David E. Flurie, Fiduciary Richard W. Stewart, Esquire , . WWR#02358725 FORM 93-0.C. DIVISION IN THE COURT OF COMMON PLEAS of REGISTER COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION INRE: ESTATE OF No.21-01-603 of 2002 Marguerite M. Flurie Deceased Goods and services purchased on with Bank of America N.A. Account No. 4888603251362174 CLAIM To the Clerk of Orphans' Court Division: Index and make proper entry in your official records of the claim of Bank of America N.A. c/o Weltman. Weinberg & Reis Co.. L.P.A., 323 West Lakeside Avenue. Suite #200. Cleveland. Ohio 44113-1099 (Claimant) in the amount of$ 7.745.65 against the estate of the above named decedent. This claim is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code. The said decedent, who resided at 202 Chester Rd Enola. PA 17025 , died on March 08. (Address) 2002. Written notice ofthis claim was given to David E. Flurie. Fiduciarv & Richard W. Stewart. Esquire &3rd &MarketSt P.O. Box 109 Lemo e PA 17043 (Per al representative, if any, or counsel) on , 2002. it. //1))1/ ~. )UJ- (Claimant) Traci L. Soos, Agent for the Claimant c/o Weltman, Weinberg, & Reis Co., L.P.A. 323 W. Lakeside Ave., Suite200 Cleveland. Ohio 44113 (Claimant's Address) 0:1( . . PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: MARGUERITE M. FLURIE Date of Death: MARCH 8. 2001 Will No.: 21-01-00603 Admin No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete:. 3. If the answer to No.1 is yes, state the following: A. Did the personal representative file a final account with the Court? Yes No ~ 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 ~ The Estate was insolvent. 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: ;2.;'l' ..y't7 .3 , s;2!! 4Yihr Richard W. Stewart, ESQ. Johnson, Duffie, Stewart & Weidner 301 Market Street, P.O. Box 109 Lemovne. PA 17043-0109 Address (717) 761-4540 Telephone No. Capacity: Personal Representative ~ Counsel for Personal Representative " Cumberland County - Register Of wills Hanover and High Street Carlislel PA 17013 Phone: (717) 240-6345 ~ Date: 2/07/2003 BAUMANN KATHY L 202 CHESTER ROAD ENOLAI PA 17025 RE: Estate of FLURIE MARGUERITE M File Number: 2001-00603 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 I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 3/08/2003 Your prompt attention to this matter will be appreciated. Thank You. SincerelYI DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: t/File Counsel Judge