HomeMy WebLinkAbout06-25-08,~"/2g 9~~' 8)
IN THE COURT OF COMMON PLEAS OF CUMBERLA4ND COUNTY, PA
ORPHANS' COURT DIVISION
FILE NO.21-OS-59
FIRST AND FINAL ACCOUNT OF
ROSE N. WARREN, ADMINISTRATRIX C.T.A.
For
ESTATE OF CLAIRE ANN RETTBERG, DECEASED
Social Security #: 009-10-9811
Tax ID #: 86-63392:16
Date of Death: January 8, 2005
Date of Incapacity, if any: None
Date of Appointment: March 21, 2006
Date of First Complete Advertisement: February ]. 1, 2005
Accounting for the period: January 8, 2005 to
June 11, 2008
Purpose of Account: The Administratrix c.t.a. offers this Account to
acquaint interested parties with the transactions that have occurred
during the Administration.
It is important that the Account be carefully examined. Requests for
additional information, questions or objections can be discussed
with:
Wayne F. Shade, Esquire
53 West Pc-mfret Street
Carlisle, Pennsylvania 17013
717-243-0220 ~_,
Supreme Court I.I~'~o. 157;1:2
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SUMMARY OF ACCOUNT
PRINCIPAL PAGES
Receipts 3 $123,918.3 7
Net Gain or Loss on Sales or 4 91.60 $124,009.97
Disposition
Less Disbursements:
Debts of Decedent 4 9.90
Funeral Expenses 4 2,726.79
Administration Expenses 4 8,004.46
Family Exemption 5 0.00
Federal, State & Local Taxes 6 983.76
Fees and Commissions 6 9,000.00 20,724.91
Balance before Charges 103,285.06
Charges against Ralph M. 6 15,381.02
Rettberg
Principal Balance Remaining 87,904.04
INCOME
Receipts 8 9,808.38
Less Disbursements 8 0.00
Balance before Distribution 9,808.38
Distributions to Beneficiaries 0.00
Income Balance Remaining 9,808.38
COMBINED BALANCE $97.712.42
REMAINING
Verification 9
-2-
PRINCIPAL RECEIPTS
1 / 8/05 Household contents
1 / 8/05 Cash
1/ 8105 Prudential Financial, dividend
1 / 17/05 The Patriot-News, subscription refund
1131/05 Catholic Digest, subscription refund
2/ 2/05 854.820 shares of GNMA Fund-Class AARP Account
No. 00705322458
2/10/05 Wachovia Bank, N.A., Certificate of Deposit No.
247022041118070
3/ 2/05 M&T Bank, Checking Account No. 71399283
3/ 3/05 Shipley Energy Co., monthly budget fuel oil credit
3/23!05 Ralph M. Rettberg, fuel oil credit reimbursement
7/ 1105 Commonwealth of Pennsylvania, property tax rebate
3/ 3/08 Proceeds of sale of house and lot of ground known and
numbered as 620 Letort Spring Road, Carlisle,
Pennsylvania, and more particularly bounded and
described in Cumberland County Deed Book "Q",
Volume 21, Page 1111
3/ 3/08 1st Advantage Settlement Services, Inc., refund of
overpayment of water and sewer
3/12/08 PPL, refund of electric use
3/20/08 State Farm, homeowner's insurance refund
6/ 3/08 Pennsylvania Department of Revenue, refund of
inheritance tax
TOTAL PRINCIPAL RECEIPTS
$235.00
3,955.73
79.50
8.10
21.00
12,959.07
1,130.12
1,210.88
137.77
162.47
500.00
103,049.85
29.25
81.18
140.06
218.39
$123,918.37
-3-
GAINS AND LOSSES ON
SALES OR OTHER DISPOSITIONS
Gain Loss
2115105 858.032 shares of GNMA Fund-Class AARP Account
No. 00705322458
Net Proceeds $13,050.67
Fiduciary Acquisition
Value 12,959.07 $91.60 $91.60
TOTAL GAIN ON SALES $91.60
PRINCIPAL DISBURSEMENTS
DEBTS OF DECEDENT
4/ 7/05 Darlene L. Moyer, per capita tax $9.90
TOTAL DEBTS OF DECEDENT $9.90
FUNERAL EXPENSES
2/ 2/05 Rose N. Warren, reimbursement for
Funeral luncheon $955.08
Travel and food expense 58.81
$1,013.89
2/ 2/05 Holcombe Funeral Home, Inc., funeral expenses 1; 712.90
TOTAL FUNERAL EXPENSES $2,726.79
ADMINISTRATION EXPENSES
2/ 2/05 Wayne F. Shade, Esquire, reimbursement for
Probate fees $30~?.00
Cumberland Law Journal, advertise
Letters Testamentary 75.00 $377.00
2/ 2/05 Rose N. Warren, reimbursement for personal property
appraisal 25.00
-4-
2/ 2/05 Borough of Carlisle, water and sewer 16.18
2/21/05 Z'he Sentinel, advertise Letters Testamentary 137.03
3/18/05 Register of Wills, estimated Inheritance Tax 4,300.00
8/ 4106 Borough of Carlisle Tax Account, school real estate
taxes 1,213.36
8/ 7/06 Borough of Carlisle Tax Account, County and
Borough real estate taxes 561.56
10! 5/07 Borough of Carlisle, water and sewer 18.86
10/11/07 Diversified Appraisal Services, real estate appraisal 304.00
10/25/07 PPL, electric service 9.63
10/26/07 State Farm, homeowner's insurance 267.00
10/29/07 Borough of Carlisle, water and sewer 30.36
11 /20/07 PPL, electric service 8.21
12/ 3/07 Borough of Carlisle, water and sewer 18.86
12/31!07 All Mechanical Contractors, Inc., winterize house 96.08
12/31/07 PPL, electric service 115.72
1 / 8/08 Borough of Carlisle, water and sewer 18.86
2i 4/08 Borough of Carlisle, water and sewer 20.75
2! 6/08 Rose N. Warren, reimbursement for notary expense 5.00
3/20/08 Register of Wills, file Pennsylvania inheritance tax 15.00
6/11/08 Register of Wills, reserve for filing Account, etc. 450.00
TOTAL ADMINISTRATION EXPENSES $8,004.46
FAMILY EXEMPTION
Waived
-5-
FEDERAL, STATE, AND LOCAL TAXES
3/20/08 Register of Wills, Pennsylvania inheritance tax $983.76
TOTAL FEDERAL, STATE AND LOCAL TAXIES $983.76
FEES AND COMMISSIONS
6/ 11 /08 Wayne F. Shade, Esquire, attorney fee $9.000.00
TOTAL FEES AND COMMISSIONS $9,000.00
TOTAL PRINCIPAL DISBURSEMENTS $20,724.91
CHARGES AGAINST THE SHARE OF RALPH M. RETTBERG
11 /28/05 MBNA America, Account No. 431304050001640"~ $2,095.00
1/ 6/06 FedEx, express mail 16.83
3/ 3/06 State Farm, homeowner's insurance 254.00
3/ 6/06 Register of Wills, probate 38.00
4/11/06 Borough of Carlisle, water and sewer 12.16
4/17/06 Borough of Carlisle, water and sewer 16.18
5! 8/06 Borough of Carlisle, water and sewer 16.31
6/ 6106 Borough of Carlisle, water and sewer 16.18
7/10/06 Borough of Carlisle, water and sewer 19.47
8/ 9/06 Borough of Carlisle, water and sewer 19.47
9/15106 Borough of Carlisle, water and sewer 16.18
11/ 7/06 Borough of Carlisle, water and sewer 35.65
12/ 5/06 Borough of Carlisle, water and sewer 16.18
12/28/06 PPL, electric service 380.23
1/ 9107 York Waste Disposal, dumpster and trash removal 555.00
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1/16/07 Borough of Carlisle, water and sewer 18.86
1/26/07 PPL, electric service 98.21
2/ 6/07 Borough of Carlisle, water and sewer 18.86
3/ 8107 Borough of Carlisle, water and sewer 18.86
4/ 2/07 Borough of Carlisle, water and sewer 18.86
51 7107 Borough of Carlisle, water and sewer 18.86
6/ 4/07 Borough of Carlisle, water and sewer 18.86
7/ 2/07 Borough of Carlisle, water and sewer 22.77
8/ 7/07 Borough of Carlisle, water and sewer 60.72
8/15/07 Hilton's Lock Service, lock service 71.28
8/28/07 York Waste Disposal, Inc., dumpster rental 247.19
9/ 5107 Borough of Carlisle, water and sewer 22.77
9/10/07 PPL, electric service 663.39
9/13/07 Kruger's Rental Service, flashing barricade 184.86
9/18/07 Terry Lindsey, trash removal 685.00
9121 /07 PPL, electric service 11.98
9/30/07 Rent from March of 2006 through September of 2007 9,500.00
3/20/08 State Farm, homeowner's insurance refund 140.06
6/11108 Wayne F. Shade, Esquire, reimbursement for filing
and service of petition for removal of executor 52.79
TOTAL CHARGES AGAINST RALPH M.
RETTBERG $15,381.02
-7-
INCOME RECEIPTS
2/ 10105
9/30/07
5/ 9/08
Wachovia Bank, N.A., Certificate of Deposit No.
247022041 118070, interest
Rent from March of 2006 through September of 2007
Orrstown Bank, interest
TOTAL INCOME RECEIPTS
$1.52
9,500.00
306.86
$9,808.38
INCOME DISBURSEMENTS
None
-8-
VERIFICATION
ROSE N. WARREN, Administratrx c.t.a. of the Will of Claire Ann Rettberg,
Deceased, hereby declares under oath that -he has fully and faithfully discharged the
duties of her office; that the foregoing First and Final Account is true and correct and
fully discloses all significant transactions occurring during the accounting period; that all
known claims against the Estate have been paid in full; that, to heir knowledge, there are
no claims outstanding against the Estate; that all taxes presently due from the Estate have
been paid; and that the grant of Letters of Administration c.t.a. and the first complete
advertisement thereof occurred more than four months before the filing of the foregoing
First and Final Account.
This statement is made subject to penalties of 18 Pa. C.S.A. §4904 relating to
unsworn falsification to authorities.
Date: June 13, 2008
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Rose N. Warren
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1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, pA
ORPHANS' COURT DIVISION
FILE NO. 21-OS-59
FIRST AND FINAL ACCOUNT OF
ROSE N. WARREN, ADMINISTRATRIX C.T.A.
For
ESTATE OF CLAIRE ANN RETTBERG, DECEASED
Social Security #: 009-10-9811
Tax ID #: 86-6339216
Date of Death: January 8, 2005
Date of Incapacity, if any: None
Date of Appointment: March 21, 2006
Date ofFirst Complete Advertisement: February 11, 2005
Accounting for the period: January 8, 2005 to
June 11, 2008
Purpose of Account: The Administratrix c.t.a. offers this Account to
acquaint interested parties with the transactions that have occurred
during the Administration.
It is important that the Account be carefully examined. Requests for
additional information, questions or objections can be discussed
with:
Wayne F. Shade, Esquire
53 West Pomfret Street
Carlisle, Pennsylvania 17013
717-243-0220
Supreme Caurt I.D. No. 15712
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SUMMARY OF ACCOUNT
PRINCIPAL PAGES
Receipts 3 $123,918.37
Net Gain or Loss on Sales or 4 91..60
Disposition
Less Disbursements:
Debts of Decedent 4 9.90
Funeral Expenses 4 2,726.79
Administration Expenses 4 8,004.46
Family Exemption 5 0.00
Federal, State & Local Taxes 6 983.76
Fees and Commissions 6 9,000.00
Balance before Charges
Charges against Ralph M. 6
Rettberg
Principal Balance Remaining
INCOME
Receipts 8 9,808.38
Less Disbursements 8 0.00
Balance before Distribution 9,808..38
Distributions to Beneficiaries 0.00
Income Balance Remaining
COMBINED BALANCE
REMAINING
Verification
9
-2-
$124,009.97
20.724.91
103,285.06
15 381.02
87,904.04
9,808.38
X97 712.42
PRINCIPAL RECEIPTS
1/ 8/05 Household contents $235.00
1/ 8/05 Cash 3,955.73
1/ 8/05 Prudential Financial, dividend 79.50
1 / 17/05 The Patriot-News, subscription refund 8.10
1131/05 Catholic Digest, subscription refund 21.00
2/ 2/05 854.820 shares of GNMA Fund-Class AARP Account
No. 00705322458 12,959.07
2/10/OS Wachovia Bank, N.A., Certificate of Deposit No.
247022041118070 1,130.12
3l 2/05 M&T Bank, Checking Account No. 71399283 1,210.88
3/ 3/05 Shipley Energy Co., monthly budget fuel oil credit 137.77
3/23/05 Ralph M. Rettberg, fuel oil credit reimbursement 162.47
7/ 1 /OS Commonwealth of Pennsylvania, properly tax rebate 500.00
3/ 3/08 Proceeds of sale of house and lot of ground known and
numbered as 620 Letort Spring Road, Carlisle,
Pennsylvania, and more particularly bounded and
described in Cumberland County Deed Book "Q",
Volume 21, Page 1111 103,049.85
3/ 3/08 1st Advantage Settlement Services, Inc., refund of
overpayment of water and sewer 29.25
3/12/08 PPL, refund of electric use 81.18
3/20/08 State Farm, homeowner's insurance refund 140.06
6/ 3/08 Pennsylvania Department of Revenue, refund of
inheritance tax 218.39
TOTAL PRINCIPAL RECEIPTS $123,918.37
-3-
GAINS AND LOSSES ON
SALES OR OTHER DISPOSITIONS
Gain Loss
2J15/OS 858.032 shares of GNMA Fund-Class AARP Account
No. 00705322458
Net Proceeds $13,050.67
Fiduciary Acquisition
Value 12.959.07 $91.60 $91.60
TOTAL GAIN ON SALES $91.60
PRINCIPAL DISBURSEMENTS
DEBTS OF DECEDENT
4/ 7/05 Darlene L. Moyer, per capita tax $9.90
TOTAL DEBTS OF DECEDENT $9.90
FUNERAL EXPENSES
2/ 2/05 Rose N. Warren, reimbursement for
Funeral luncheon $95~ 5.08
Travel and food expense 58.81
$1,013.89
2/ 2/05 Holcombe Funeral Home, Inc., funeral expenses 1,712.90
TOTAL FUNERAL EXPENSES $2,726.79
ADMINISTRATION EXPENSES
2/ 2/05 Wayne F. Shade, Esquire, reimbursement for
Probate fees $302.00
Cumberland Law Journal, advertise
Letters Testamentary 75.00 $377.00
2/ 2/05 Rose N. Warren, reimbursement for personal property
appraisal 25.00
-4-
2/ 2/05 Borough of Carlisle, water and sewer 16.18
2/21/OS The Sentinel, advertise Letters Testamentary 137.03
3/18/05 Register of Wills, estimated Inheritance Tax 4,300.00
8/ 4/06 Borough of Carlisle Tax Account, school real estate
taxes 1,213.36
8/ 7/06 Borough of Carlisle Tax Account, County and
Borough real estate taxes 561.56
10/ 5/07 Borough of Carlisle, water and sewer 18.86
10/11/07 Diversified Appraisal Services, real estate appraisal 300.00
l0/25!07 PPL, electric service 9.63
10/26/07 State Farm, homeowner's insurance 267.00
10/29/07 Borough of Carlisle, water and sewer 30.36
11 /20107 PPL, electric service 8.21
12/ 3(07 Borough of Carlisle, water and sewer 18.86
12/31 /07 All Mechanical Contractors, Inc., winterize house 96.08
12/31/07 PPL, electric service 115.72
1 / 8/08 Borough of Carlisle, water and sewer 18.86
2/ 4/08 Borough of Carlisle, water and sewer 20.75
2/ 6/08 Rose N. Warren, reimbursement for notary expense 5.00
3/20108 Register of Wills, file Pennsylvania inheritance tax 15.00
6/11/08 Register of Wills, reserve for filing Account, etc. 450.00
TOTAL ADMINISTRATION EXPENSES $8,404.46
FAMILY EXEMPTION
Waived
-5-
FEDERAL, STATE, AND LOCAL TAXES
3/20/08 Register of Wills, Pennsylvania inheritance tax $983.76
TOTAL FEDERAL, STATE AND LOCAL TAx:ES $983.76
FEES AND COMMISSIONS
6/ 11 J08 Wayne F. Shade, Esquire, attorney fee $9.000.00
TOTAL FEES AND COMMISSIONS $9,000.00
TOTAL PRINCIPAL DISBURSEMENTS $20,724.91
CHARGES AGAINST THE SHARE OF RALPH M. RETTBERG
11/28105 MBNA America, Account No. 4313040500016407 $2,095.00
11 6106 FedEx, express mail 16.83
3/ 3/06 State Farm, homeowner's insurance 254.00
3/ 6/06 Register of Wills, probate 38.00
4/11/06 Borough of Carlisle, water and sewer 12.16
4!17/06 Borough of Carlisle, water and sewer 16.18
5/ 8/06 Borough of Carlisle, water and sewer 16.31
6/ 6/06 Borough of Carlisle, water and sewer 16.18
7/10/06 Borough of Carlisle, water and sewer 19.47
8/ 9/06 Borough of Carlisle, water and sewer 19.47
9/15/06 Borough of Carlisle, water and sewer 16.18
11/ 7/06 Borough of Carlisle, water and sewer 35.65
12/ 5/06 Borough of Carlisle, water and sewer 16.18
12/28/06 PPL, electric service 380.23
1/ 9/07 York Waste Disposal, dumpster and trash removal 555.00
-6-
f
1/16/07 Borough of Carlisle, water and sewer 18.86
1 /26/07 PPL, electric service 98.21
2/ 6107 Borough of Carlisle, water and sewer 18.86
3/ 8/07 Borough of Carlisle, water and sewer 18.86
4/ 2/07 Borough of Carlisle, water and sewer 18.86
5/ 7/07 Borough of Carlisle, water and sewer 18.86
6/ 4/07 Borough of Carlisle, water and sewer 18.86
7/ 2/07 Borough of Carlisle, water and sewer 22.77
8/ 7/07 Borough of Carlisle, water and sewer 60.72
8/15/07 Hilton's Lock Service, lock service 71.28
8/28/07 York Waste Disposal, Inc., dumpster rental 247.19
9/ 5/07 Borough of Carlisle, water and sewer 22.77
9/10/07 PPL, electric service 663.39
9l13I07 Kruger's Rental Service, flashing barricade 184.86
9!18/07 Terry Lindsey, trash removal 685.00
9/21/07 PPL, electric service 11.98
9/30/07 Rent from March of 2006 through September of 2007 9,500.00
3/20/08 State Farm, homeowner's insurance refund 140.06
6(11/08 Wayne F. Shade, Esquire, reimbursement for filing
and service of petition for removal of executor 52.79
TOTAL CHARGES AGAINST RALPH M.
RETTBERG $15,381.02
-7-
INCOME RECEIPTS
2/10/05
9130/07
5/ 9/08
Wachovia Bank, N.A., Certificate of Deposit No.
247022041 1 1 8070, interest
Rent from March of 2006 through September of 2007
Orrstown Bank, interest
TOTAL INCOME RECEIPTS
$1.52
9,500.00
306.86
$9,808.38
INCOME DISBURSEMENTS
None
-8-
VERIFICATION
ROSE N. WARREN, Administratrix c.t.a. of the Will of Claire Ann Rettberg,
Deceased, hereby declares under oath that -he has fully and faithfully discharged the
duties of her office; that the foregoing First and Final Account is true and correct and
fully discloses all significant transactions occurring during the accounting period; that all
known claims against the Estate have been paid in full; that, to hei• knowledge, there are
no claims outstanding against the Estate; that all taxes presently due from the Estate have
been paid; and that the grant of Letters of Administration c.t.a. and. the first complete
advertisement thereof occurred more than four months before the filing of the foregoing
First and Final Account.
This statement is made subject to penalties of 18 Pa. C.S.A. §4904 relating to
unsworn falsification to authorities.
Date: June 13, 2008
Rose N. Warren
-9-
IN RE: ESTATE OF
CLAIRE ANN RETTBERG,
Deceased, Late of the
Borough of Carlisle,
Cumberland County, Pennsylvania
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-OS-59
STATEMENT OF PROPOSED DISTRIBUTION
The Administratrix c.t.a. proposes to distribute the entire balance of the Estate for
distribution under the provisions of Item Third of the Last Will and Testament of the
decedent, as follows:
1. Rose N. Warren, household contents in kind $235.00
2. Rose N. Warren, cash 22,383.69
3. Richard S. Rettberg, cash 22,618.69
4. Patricia A. McGough, cash 22,618.69
5. Ivan W. Rettberg, cash 22,618.69
6. Ralph M. Rettberg, cash 7.237.66
TOTAL $97,712.42
1, ROSE N. WARREN, Administratrix c.t.a. of the Estate of Claire Ann Rettberg,
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
Deceased, hereby declare under penalty of perjury that the foregoing Statement of
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Proposed Distribution is true and correct to the best of my knowledge,; xrformation and
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belief.
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Date: June 13, 2008 L~~/,~-~
Rose N. Warren y- o
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IN RE: ESTATE OF
CLAIRE ANN- RETTBERG,
Deceased, Late of the
Borough of Carlisle,
Cumberland County, Pennsylvania
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO.21-OS-59
STATEMENT OF PROPOSED DISTRIBUTION
The Administratrix c.t.a. proposes to distribute the entire balance of the Estate for
distribution under the provisions of Item Third of the Last ~vVill and Testament of the
decedent, as follows:
1. Rose N. Warren, household contents in kind $235.00
2. Rose N. Warren, cash 22,383.69
3. Richard S. Rettberg, cash 22,618.69
4. Patricia A. McGough, cash 22,618.69
5. Ivan W. Rettberg, cash 22,618.69
6. Ralph M. Rettberg, cash 7.237.66
TOTAL $97,712.42
I, ROSE N. WARREN, Administratrix c.t.a. of the Estate of Claire Ann Rettberg,
WA1'NE F. SNARE
Attorney at Law
S3 Wcst Pomfret Street
Carlisle, Pennsylvania
17013
Deceased. hereby declare under penalty of perjury that the foregoing Statement of
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Proposed Distribution is true and correct to the best of my knowledge4-~~rmati~#~ and
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Date: June 13, 2008 ~(~,~,1,~,,.-, ,~-
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LAST WILL AND TESTAMENT
I, CLAIRE ANN RETTBERG, of the Borough of Carlisle, County
of Cumberland, Commonwealth of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this as and for my Last Will and T~astament, hereby
~~revoking and making void all former wills and codicils by me at
anytime heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my personal representative or
representatives, hereinafter named, as soor- as conveniently may
be done after my decease. I further authorize my personal
representative to expend funds from my Estate in such amounts as
my personal representative shall consider appropriate, for the
disposition and memorial of my remains.
SECOND. I authorize my personal representative or
;representatives hereinafter named to distribute, items of
tangible personal property from my Estate in accordance with any
of my wishes expressed in writing. Such tangible personal
property shall be restricted to common personal possessions and
shall not include cash, bank books, stock certificates, bonds or
the like unless otherwise expressly stated in my said written
wishes. In the event of any conflict between my said written
wishes and this my Last Will and Testament, this shall control.
In the event of any cash bequests in my said wishes expressed in
writing, I hereby authorize my personal representative or
WAYNE F. SHADE
Attorney at Law
53 West Pomfra SUeet
CarGsk, PemsyWania
17013
representatives hereinafter named to distribute the bequests to
any minor legatees by making distribution directly to any parent
or legal guardian of the minor legatee. In the event of my
failure to leave a list, I order and direct that all of my said
tangible personal property, other than as specifically bequeathed
herein, be liquidated and distributed as part of my residuary
Estate. In the event of the failure of an;y of the legatees,
designated in any of my said written wishes, to survive me, I
order and direct that his or her bequests be liquidated and
distributed as part of my residuary Estate,. In the event of the
failure of one of the legatees to survive rne, nothing herein
shall be interpreted to prevent my personal representative or
representatives hereinafter named from selling any of the items
which would have passed to that legatee to my other legatees at
fair market value. In the event of a dispute as to any aspects
of the list, I order and direct that any such disputed tangible
personal property be liquidated and distributed as part of my
residuary Estate.
TBIRD. I hereby order and direct that all the rest, residue
hand remainder of my Estate, real, personal and mixed, whatsoever
hand wheresoever situate, be divided into five equal shares and
distributed absolutely and in fee simple, as follows:
(a) One such share unto my son, :RICHARD S.
RETTBERG, born January 1, 1941;
(b) One such share unto my daugh1ter, ROSE
WAYNE F. SHARE
Atto-ney at Law
53 West Pomfret Street
Grlisk, Pemuylvania
17013
RETTBERG WARREN, born August 19, 1942;
-2-
(c) One such share unto my daughter,
PATRICIA RETTBERG McGOUGH, born April. 4, 1944;
(d) One such share unto my son, IVAN
RETTBERG, born August 19, 1946; and
(e) One such share unto my son, RALPH M.
RETTBERG, born August 28, 1948.
FOIIRTH. For the purposes of this my Last Will and
Testament, a person shall not be deemed to have survived me
unless he or she shall have survived me by more than ninety (90)
(days.
FIFTH. Should any of my said children predecease me, I
hereby direct that the share of such deceased child shall pass
unto his or her issue in equal shares by rEapresentation and not
per capita and that if there be no such is:~ue of a deceased
child, such share shall lapse.
SIRTH. In the event that any of the legatees under this my
WAYNE F. SHADE
Attorney at I.aw
53 West Pomfret Street
Carlisle, Pennsylvania
17013
Last Will and Testament should be minors as defined herein at my
date of death, I nominate, constitute and appoint FINANCIAL TRUST
SERVICES COMPANY of Carlisle, Pennsylvania, its successors or
assigns, to serve without bond as the Trustee with respect to any
property which shall pass, either under this my Last Will and
~iTestament or otherwise to such minor or minors as defined herein.
I, The said Trustee is hereby vested with the power to sell, assign,
transfer, pledge, mortgage, lease, manage, control, retain,
invest and reinvest the corpus of said Trusi~ in such securities
and other property as shall be deemed prudent without being
restricted to investments known as legal investments for
-3-
fiduciaries under the laws of the Commonwealth of Pennsylvania.
The Trustee shall have the power to manipulate the proceeds of
the Trust in any manner that will guarantee maximum conservation
of the Trust funds and the greatest production of income for the
beneficiary. I hereby authorize the said '.Trustee to expend any
monies from principal or interest for the beneficiary that in the
sole discretion of the Trustee is deemed necessary for the care,
health, education, maintenance and general welfare of the
beneficiary; the word "education" shall be construed to mean a
pre-college course, high school education, college education and
post-graduate education. It is my intentic>n that the foregoing
powers may be exercised by the said Trustee: without prior Court
approval and without further responsibility to the beneficiary,
the parents of the beneficiary or to any other person or persons
taking care of the beneficiary. The age of majority for all
purposes concerning this my Last Will and Testament shall be
deemed to be the age of twenty-five (25) years. If the
beneficiary of this Trust should fail to survive to ultimate
distribution of the Trust herein, I order and direct that the
remainder of this Trust be distributed as part of my residuary
Testate.
SEVENTH. T order and direct that any estate, inheritance or
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
1'7013
similar tax due as a result of my death with respect to any
property passing as a result of my death, sl-lall be paid from the
residue of my Estate before its division intro shares and prior to
distribution as an expense of administration. and that no part of
the taxes should be prorated or apportioned among the persons or
-4-
beneficiaries receiving the taxable property. It is my express
intention that all inheritance taxes imposed as a result of my
death be paid from the residue of my Estate whether or not the
property passes under my Last Will and Testament. My personal
representative shall have full power and authority to pay,
compromise or settle any such taxes at anyttime whether with
respect to present or future interests.
EIGHTH. I order and direct that any liens against any
personal property which passes to a designated person either
under this my Last Will and Testament or ot-herwise shall be paid
from the residue of my Estate prior to distribution as an expense
of administration and that such specific bE~quests of personal
property not pass subject to any liens thereon.
NINTH. Any and all decisions, determinations or actions
WAYNE F. SHADE
Attorney at Law
53 West Pomfrct Street
Carlisle, Pennaylvatia
17013
made or taken by a personal representative or Trustee hereunder,
if made in good faith, shall be final and conclusive on all
persons who are or may become interested in my Estate. No
fiduciary acting under this my Last Will and Testament shall be
liable for any error in judgment or for any depreciation or
reduction in value of any Estate or Trust assets at anytime, in
the absence of willful default.
LASTLY. I nominate, constitute and appoint my son, RALPH M.
RETTBERG, to be the Executor of this my Last Will and Testament,
but if, for any reason, he should fail to qualify as such
Executor or decline or cease so to serve, I nominate, constitute
and appoint my son, RICHARD S. RETTBERG, to be the Executor
hereof, both to serve without bond.
-5-
IN WITNESS WHEREOF, I, CLAIRE ANN RETTBERG, have hereunto
set my hand and seal to this my Last Will and Testament which
consists of seven (7) typewritten pages to each of which I have
affixed my signature, this 23rd day of _ October A.D.
One Thousand Nine Hundred Ninety-Seven (1997).
(SEAL)
Claire Anrl Ret rg
The preceding instrument, consisting of this and six (6)
other typewritten pages, each identified by the signature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by CLAIRE ANN RETTBERG, the Testatrix therein named, as
her Last Will and Testament, in the presence of us, who, at her
request, in her presence, and in the preserce of each other, have
subscribed our names as witnesses hereto.
.~~,P
,~
Acknowledgment
WA~laa F. SHAD1
Attorney at Law
53 West Pomfret Strce
Carlisle, Pcnosylvania
17013
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF CUMBERLAND )
I, CLAIRE ANN RETTBERG, the person whose name is signed to
the foregoing instrument, having been duly qualified according to
law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament anti that I signed it
willingly and as my free and voluntary act f_or the purposes
therein expressed.
-6-
Sworn to or affirmed and acknowledged before me by CLAIRE
ANN RETTBERG, this 23rd day of _ October 1997.
Claire Ann Rettberg
Notary P llic
Affidavit Notarial Seal
Connie J. Tritt, Notary Pubiic
Carlisle, Cumberland County
COMMONWEALTH OF PENNSYLVANIA ) ~ b~1y Commission Expires Oct. 5, 2000
SS: _ ....._.__
COUNTY OF CUMBERLAND )
We, Wayne F. Shade and KarE~n F. Byers , the
witnesses whose names are signed hereto, beaing duly qualified
according to law, do depose and say that wE~ were present and saw
the Testatrix sign and execute the instrument as her Last Will
and Testament; that the Testatrix signed willingly and executed
it as her free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight
of the Testatrix signed the Will as a witness; and that, to the
best of our knowledge, the Testatrix was at. that time eighteen or
more years of age, of sound mind and under no constraint or undue
influence.
Sworn to or affirmed and subscribed to before me by
Wayne F. Shade and Karen F. Byers witnesses,
this r day of Octo er 1997.
WAYNE F. SHADE
Attorney at Law .........--. _._....,.~...._
53 West Pomfret Street
Carlisle, Pennsylvania
17013
Notary Pu is
~Noi:arial Seal
Connie J. Tritt, Notary Public
Carlisle, Cumberland County
~~!! Commission Expires Oct. 5, 2000
-7-
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF CLAIRE ANN RETTBERG
No. 21-OS-59
DECEASED
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is instfficient, riders may be attached. Attach the spouse's election, if'any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
Name of Counsel: Wayne F. Shade, Esquire °~
Supreme Court I.D. No.: 15712
Name of Law Firm:
Address: 53 West Pomfret Street, Carlisle, PA 17013
Telephone: 717-243-0220
Fax: 717-249-0017
F~ormoc-n~ ,~e,~. ~0.~3.06 Page 1 of 10
Estate of CLAIRE ANN RETTBERG
Deceased
1. Name(s) and address(es) of Petitioner(s):
Name. Rose N. Warren
address; 19 Mine Run Road
Schwenksville, PA 19473
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
Is this the first accounting by this fiduciary? ..................... ~ Yes ®No
if not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on January 8, 2005
Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on
March 21.2006
Date of W ill (if applicable): October 23, ] 997
Date(s) of Codicil(s) (f applicable):
Date of probate (f different from date Letters granted): Januarv 20. 2005
Was a bond required? Yes ~ No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No
Dates of advertising of the grant of Letters: Cumber{and Law Journal on February 1 1,
18, 25, 2005; The Sentinel on January 27, February 3, 10, 2005
Form oc-o~ re,~. ro.~3.o6 Page 2 of 10
Estate of CLAIRE ANN RETTBERG
Deceased
3. Was decedent survived by a spouse? ............................. Yes ®No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............. Yes ~ No
(See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state):
6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes ~ No
Were any children born to decedent after execution of
Will or Codicil(s)? ........................................... Q Yes Q No
If yes, give names and dates of birth:
Name:
Date of Birth:
7. [f required by the Medical Assistance Estate Recovery Act,
62 P.S. § 1412, was a request for a statement of claim sent to
the Department of Public Welfare? .............................. ~ Yes ~ No
ho,~,noc-oi re~~. ro.i3.n6 Page 3 of l0
Estate of CLAIRE ANN RETTBERG
Deceased
Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants
listed in item 10 below. In addition, notice of any questions requiring Adjudication as
discussed in item 14 below has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses ofthe parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith or at the Audit.
List all parties (charitable and non-charitable) of whom Petitioners} has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs ifthere is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
_,~'ame and Address of Each Party in /merest I Relationship and Comments, ifan I /n
Rose N. Warren Daughter One-fifth
19 Mine Run Road
Schwenksville, PA 19473
Richard S. Rettberg Son One-fifth
7 Edgemere Road
Middleton, MA 01949
Eorn oc-n/ rev. tn. /x.06 Page 4 of l0
Estate of CLAIRE ANN RETTBERG
.Nome and Address of Each Party in Interest
Patricia A. McGough
139 Lin Brook Drive
Newport News, VA 23602
lean W. Rettberg
548 Miller Fork Road
LaFollette, TN 37766
Deceased
and
Daughter
One-fifth
Son
One-fifth
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see I'a. O.C. Rule 12.4.
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
Farmoc-nl re,~. In.l3.n6 Page 5 of 10
9. A. (continued):
Name/Address Relationship Share of Estate
Ralph M. Rettberg Son One-fifth
99 Regency Woods North
Carlisle, PA 17015
Estate of CLAIRE ANN RETTBERG ,Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Nama and Address of Each Gaimant .gn:ount of Claim Clarn:
Adrreitred? dVill Claim
Be Paid In
Fill?
None Yes ~ Yes
~No ®No
Yes ~ Yes
~No ~ No
Yes ~ Yes
~No ~No
Yes ®Yes
®No ®No
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
11. Was family exemption claimed? ................................ ®Yes ®No
Was family exemption allowed? ................................ Yes ~No
Family exemption claimant's name and relationship:
ti`ame. Relationship:
Fo,~m oc-ol ,~e,~. ro.13.~6 Page 6 of 10
Estate of CLAIRE ANN RETTBERG
Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows:
Date Payment /merest
March 18, 2005 4,300.00
March 20, 2008 983.76
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary? ................... ~ Yes ~ No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
B. Has notice ofthe question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. ~ Yes ^ No
15. [f Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Fort„ oc-nl ,~e,~. ro.13.~6 Page 7 of 10
Estate of CLARE ANN RETTBERG
Deceased
16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ~ No
(f yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. Yes ~ No
18. If a reserve is requested, state amount and purpose.
Amount:
Purpose:
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? ........................................ Yes ~No
If so, attach a copy of the notice.
l9. Is the Court being asked to direct
the filing of a Schedule of Distribution? .......................... ®Yes ^No
As to real estate only? ........................................ DYes ~No
Form O(,-0/ rer. 10.13.06 Page c~ Of 1
19. A. Distribution of Income (continued):
Ivan W. Rettberg One-fifth
Ralph M. Rettberg One-fifth
19. B. Distribution of Principal (continued):
Ivan W. Rettberg One-fifth
Ralph M. Rettberg One-fifth
Estate of CLAIRE ANN RETTBERG
Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled.
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Dismlbutee(s)
Rose N. Warren
Richard S. Rettberg
Patricia A. McGough
B. Principal:
Propvsed Distrrbutee(s)
Rose N. Warren
Richard S. Rettberg
Patricia A. McGough
AmomrdProportion
One-fifth
One-fifth
One-fifth
AmoutttiProportion
One-fifth
One-fifth
One-fifth
Submitted By:
Gill petitioners must sign.
Add additional lines if necessary):
Name of Petitioner: Rose N. Warren
Name of Petitioner:
Form oc-o~ re,-. ~o. i3.n6 Page 9 of 10
F,state of CLAIRE ANN RETTBERG ,Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * (that heishe is rare
of the above-named name ofcorporation and] that the facts set
forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of l8 Pa. C.S. § 4904 (relating to unsworn
falsification to authorities).
Signature of Petitioner Rose N. Warren
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
Signa re of Counsel for Petitioner
~~,ntoc-n~ reti~. to.~3.n6 Page 10 of ]0
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
I'an-txny S1lacmal;er, C:Iassified Sales h~lanager , of The Sentinel, of the County and State
aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of
general circulation in the Borough of 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 noticti or publication attached hereto is
exactly the same as was printed and published in the regular editions and issues of
THE SENTINEL on the following date
anuar~' 271 I`ehruary 03~ 10, 20()5
COPY OF NOTICE OF PUBLICATION
EXECUTOR'S NOTICE
Letters Testamentary on the Estate of CLAIRE ANN
RETTBERG, late of Carlisle, Cumberland County,
Pennsylvania, Deceased, have been granted to Ralph -
M. Rettberg.
All persons knowing themselves to be indebted to said
Estate shall make payment immediately, and those
having claims will present them for settlement to:
Ralph M. Rettberg
620 Letort Spring Road
Carlisle, PA 17013
Wayne F. Shade, Esquire
53 West Pomfret Street
Carlisle, PA 17013
Attorney
Affiant further deposes that he/she 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. ~~ G
Sworn to and subscribed before me this
lbtlz day of f^ebruary, 20t?5
Notary P lic
My commission expires: ` 7 ~ ~ ~ (~
<<
~ .. r I J, ~ iltiilC`,
s
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
FEBRUARY 11, 18, 25, 2005
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
r ~-!
'- i~~
Li Marie Coyne Editor
SWORN TO AND SUBSCRIBED before me this
25 day of FEBRUARY 2005
Rettberg, Claire Ann, decd.
Late of Carlisle.
Executor: Ralph M. Rettberg, 620
Letort Spring Road, Carlisle, PA
17013.
Attorney: Wayne F. Shade, Esquire,
53 West Pomfret Street, Carlisle,
PA 17013.
NOTARIAL SEAL ~
LOTS E. SNYDER, Notary Public
Carlisle Bono, Cumberland County
My Commission Expires March 5, 2005
IN RE: ESTATE OF
CLAIRE ANN RETTBERG,
Deceased, Late of the
Borough of Carlisle,
Cumberland County, Pennsylvania
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
N0.21-OS-59
NOTICE OF FILING ACCOUNT AND
STATEMENT OF PROP05ED DISTRIBUTION
NOTICE is hereby given that the First and Final Account of Rose N. Warren,
Administratrix c.t.a. of the Estate of Claire Ann Rettberg, Deceased, and a Statement of
Proposed Distribution of the balance of the assets of said Estate will be filed in the Office
of the Register of Wills of Cumberland County, Pennsylvania, on or before July 25, 2008,
and that the same will be called for confirmation on August 26, 2008, at 9:30 A.M. in the
designated courtroom on the fourth floor of the Cumberland County Courthouse, Carlisle,
Pennsylvania, at which time and place you may appear, either in person or by counsel.
Copies of said First and Final Account and Statement of Proposed Distribution are
enclosed herewith, and the originals as filed may be inspected in the Office of the
Register of Wills of Cumberland County, Pennsylvania, at anytime prior to their
presentation for confirmation.
Unless objections to said First and Final Account or Statement of Proposed
Distribution, or both, are filed in writing not later than 9:00 A.M. (prevailing time) of the
date fixed for confirmation thereof unless otherwise permitted by the Court prior to
continuation, said First and Final Account will be confirmed; and distribution will be
ordered according to the enclosed Statement of Proposed Distribution.
If you have no objections to the enclosed, you do not need to appear in court at the
WAYNE F. SHADE
Attorney at Law
5; West Pomfret Street
Carlisle, Pennsylvania
I701~
time of confirmation.
Date: June 13, 2008
Wayne .Shade
Attorney for Accountant
NOTICE TO:
Rose N. Warren
Richard S. Rettberg
Patricia A. McGough
Ivan W. Rettberg
Ralph M. Rettberg