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HomeMy WebLinkAbout04-0280 egister of Wdls ofcumberlani~Ounty, Pennsylvama PETITION FOR GRANT OF LETTERS Estate of , Deceased Soc~alSecunty No 161-34-0299 ICOMPLETE "A" OR "B" BELOW ) A Probate and Grant of Letters and aver that Petmoner(s) ~s/are the execut or Decedent, dated 01 ./riq./?¢)~4 and codmd(s) dated .~]/A named-m ~e Last W~II of the --_ ~.~ , - .., ~ ? Except as follows, Decedent d~d not marry, was not divorced, and did not have a child born or adopted after execueon of the documents offered for probate, was not the wctlm of a kl~hng and was never adjudicated incompetent Grant of Letters of Administration Petitioner(s) after a proper search has/have ascertained that Decedent heft no Wd] and wasr~'~'zved by the follow~j~ spouse ,/(if any) and he~rs ' ~ ¢'~' ~:~ ~3 ~' Name Relationship ~es~dence _~. ~ ~ (COMPLETE IN ALL CASES ) Attach additional ~heets if necessary Decedent was dommded at death m res~denceat 4 Plalnvi~w Road, Camp Hill Decedent, then 6~ years of a?e, d,ed 3 / 16 Decedent at death owned property,w!th, estimated values as follows (if dommlle~d?n PA)¢.~'~ .~ All personal property (If not domlc*leoJn'PA) · Personal property m Pennsylvania (If not dom*clled m PA)~ Personal property in County Value of real estate m Pennsylvania Total Real Estate situated as follows 4 P ] ,~ County, Pennsylvania, w~th h~s/her last famdy or pnnc~pal PA 17011 17CIll s 35.000.00 $ s 120,nno.o0 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s} presented with this Peet~on and the grant of letters m the appropnate form to the undersigned · hnm~ ,T ~nhr~n~ 304 ~arket Street, #5 ~emoyne, ~A 17043 LAST WILL AND TESTAMENT OF GEORGE V. BOLTON, II P~s~]v~ ] 70] ], b~ o[so~d ~d d~sposm~ mind ~d m~o~, do m~c, p6~hs~d d~l~¢ ~s to bc my L~t Wd] ~d Tcst~cnt, h~cb~ ~cvokm~ ~l Wills ~d Codicils'by mc a~ trmc made whcth~ such t~cs maybe pay~blcby my Estate o~b~ ~y ~cc~p~t o~y~op~, s~bc paid by m~ Ex~uto~ out o~thc pmp~ p~sm~ ~d~ ~s Wi]I, w~ch is ~ot sp~]fl~]y dc~s~ o~b~uca~, ~ ~ cx~¢ ~d ~st o~s~t]oa o~m~ Estate. My Ex~utor sh~] h~vc ~o du~ or obh~o~ to rc~burs~ ~o~ ~y such t~ pa~ b~ m~ Exccuto~ cvcn thou~ on process oEms~cc o~ oth~ propc~ aot p~sm~ ~d~ tbas WIll. ITEM II' I hereby exercise all powers of appointment wbach I may have at the time of my death ~n favor of my Executor, and all property subject to all such powers shall be included ~n my Estate. ITEMIlI I g~ve, dewseand bequeath all of my household furmture and furmstungs, automobiles, books, p~ctures,jewelry, cluna, hnen, silverware, weanng apparel, and all other hke articles of household or personal use and adornment wbach I may own at the time of my death to Thomas J Schrenk, now or formerly of 304 Market Street #5, Lemoyne, Pennsylvama, 17043, prowded he surwves me as set forth here~n. In the event Thomas J S chrenk fails to survive me as set forth herexn, then such ~tems shall pass to my residual estate and pass as set forth thereunder. ITEM IV' I give, devise and bequeath all of the rest, resxdue and remainder of my property, real, personal and m~xed, after the expenses of probate, to Thomas J. S chrenk, prowded he survives me as set foFth hereto In the event Thomas J. Schrenk finis to survive me as set forth hereto, then such items shall be hqmdated by my Executor and the proceeds after expenses of probate shall pass to Tnmty Lutheran Church, now or formerly of 1000 Chestnut Street, Camp Hall, Peunsylvama, 17011. I am specifically excluding any g~fi, dexnse or bequest to my brother Joseph Bolton and bas issue as it is my desire he inherit no part of my estate ITEMV In the settlement ofmy Estate, my Executor shall possess, among others, the following powers to be executed for the best ~nterests of the beneflcmnes' (a) To sell e~ther at pubhc or private sale and upon such terms and con&t~ons as my Executor may deem advantageous to my Estate, any or all real or personal estate or interest therein, whether owned by me severally or ~n conjunction w~th other persons or acqmred alter my death by my Executor, and to consummate smd sale or sales by sufficient deeds or other ~nstmments to the purchaser or purchasers, conveying a fee s~mple title, fxee and clear of all l~ens or trust and w~thout obhgat~on or hablllty of the purchaser or purchasers to see to the application of the purchase money or to make ~nqmry ~nto the vahd~ty of smd sale or sales, also, to make, execute, acknowledge and dehver any and all deeds, assignments, options or other writings which may be necessary or desirable ~n carrying out any of the powers conferred upon my Executor ~n this Paragraph V (a) or elsewhere ~n my Will. (b) To pay all costs, taxes, expenses and charges m connection with the administration of my Estate. My Executor shall pay all legal expenses of my last illness and my funeral expenses. (c) To d~stnbute my Estate ~n land or ~n money If any assets are d~stnbuted m land, they shall be dtstnbuted at their respective value(s) on the date(s) of their d~stnbut~on (d) To retmn any ~nvestments I may have at my death so long as my Executor may deem ~t advisable to my Estate so to do. (e) To vary ~nvestments, when deemed destrable by my Executor and to ~nvest ~n such bonds, stocks, notes, money markets, real estate mortgages or other securities or ~n such other property, real or personal, as he shall deem w~se, without being restricted to so-called "legal tnvestments" (f) To mortgage real estate and to make leases of real estate (g) To borrow money from any party to pay indebtedness ofm~ne or of my Estate, expenses of adm~mstratlon or mhentance, legacy, estate and other taxes (h) To vote any shares of stock which form a part of the Estate and to otherwse exermse all the powers incident to the ownership of such stock 0) In the &scretlon of my Executor, to umte w~th other owners of s~mflar property ~n carrymg out any plans for the reorgamzat~on of any corporation or company whose securities form a part of the Estate (j) To d~stnbute my personal property dtrectly to the Guardmn of the person of any mmor beneficmnes hereunder. (k) The right and discretion to elect the most appropriate settlement options for any pension plans, ~nthvldual retirement accounts or other employee benefit options, as deemed most appropriate by my Executor, assuming such elect~on shall be ~n accordance w~th procedures estabhshed by the plan's adm~mstrat~ve committee or administrator, as the case may be, ~fsuch elections have not been made prior to my death (1) To do all other acts ~njudgment of my Executor necessary or desirable for the proper and advantageous management, ~nvestment and d~stnbutlon of my Estate (m) The right to engage accountants, attorneys, apprmsers and other agents, as deemed necessary by my Executor, to render advice to and/or represent my Executor, as my Executor deems necessary or appropriate to the admamstration and preservation of my Estate ITEM VI Any person who shall have died at the same time as Testator or an a common &saster w~th turn, or under such cucumstances that at as difficult or impossible to detenmne who died first, or who shall fml to sunave Testator by a period oftturty (30) days, shall be deemed to have predeceased tum ITEMVII Inommate, constltuteandappomtThomasJ SchrenkasmyExecutor(herem referred to as "Executor"). In the event of the death, resagnaUon, refusal or anabthty of Thomas J. Schrenk to s~rve as my Executor, then I nominate, constitute and appoant John R. Be~nhaur to serve as successor Executorln tus place. My Executor as specafically reheved from the duty or oblagataon offilmg any bond or bonds or other forms of security ITEMVIII: In all references herein to any Executor, Beneficiary, or other, the use o f any particular gender or the plural or singular number as intended to anclude the appropriate gender or number as the text of this my Last Wall and Testament may require IN WITNESS WHEREOF, I have set my hand and seal to tbas my Last Wall and T(~z/~L~§~.~/ent~consastmg~ft~us~thenexttw~(2)pagesandtheprecedmgtw~(2)pagest~us ~¢L dayof ,2098. SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testator, George V. BoRon, II, as and for bas Will, ~n the presence of us, who, at bas request, in bas presence and ~n the pr_e~sence of-ca)ch o.t.h'er,.~have hereunto subscribed our names as wlmesses in attestation thereof. Witness N~ne~ Address Address Witness Name Address ACKNOWLEDGMENT COMMONVqEALTH OF PENNSYLVANIA : ' COUNTY OF ..... ~ e~-c n ~2~ : I, George V. Bolton, II, the Testator whose name is signed to the attached or foregoing mstrttment, having been duly quahfied according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes thereto expressed. Testator, this Sworn to or affirmedand acknowledged before me by George V. Bolton, II, the dayof ,20 . George .V~l~o-lton, IL t./..~ fA._ Notary Public / ' ' My Commission Expires: (SEAL) NOTARIAL SEAl_ J ANNE E HOUSER Nolary °~,bl~c J Lower Paxt~ TEA0,, O~{n Gouniy I J My Commls$~ Ex~ Sl~e~t~r~r 25 ~ J AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF B~g.p..l~ t~ 0/~ ~ ~.~ A,,/~ (~:ss': and , the wtmesses whose names are signed to the attached or foregoing instrument, betng duly qualtried accordtng to law, do depose and say that we were present and saw the Testator stgn and execute the tnstmment as bas Last Will, that the Testator stgned willingly and executed tt as bas flee and voluntary act for the purposes therein expressed, that each subscribing w~tness, m the heanng and stght of the Testator, stgned the Will as a w~mess, and that to the best of our knowledge, the Testator was at that time 18 or more years of age, of sound mind and under no constratnt or undue tnfluence ~/~l ,/£~/fI Sworn/to or affirmed and subscribed to before me by , w~tnesses tbas ~mday of ~~ , 2~ Witness / ~ Wttness t ca ~ Witness Notary Public My Commtsslon Exptres (SE^L) COMMO~IWEALTH OF PENNSYLVANIA I NOTARIAL SEAL I ANNE E HOUSER, Notary Public f Lower Paxto~ Twp, Dauphin County ~My Commission Expires September 25, 2007J CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: George V. Bolton, II Date of Death: March 16, 2004 Will No. 20 04-00280 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 March 26, 2004: Name Address Thomas J. Schrenk 304 Market Street,//5, Camp Hill, PA 17043 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date Name John R. Beinhaur, Esquire Address 3964 Lexington Street Harrisburg, PA 17109 Telephone (717) 651-9100 Capacity: Personal Representative X .Counsel for personal representative IN RE: ESTATE OF GEORGE V. BOLTON, II IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION REGISTER OF WILLS - ESTATE NO. 21-04280 PETITION FOR CITATION SUR APPEAL FROM REGISTER IN PROBATING WILL TO THE HONORABLE, THE JUDGES OF SAID COURT: Joseph C. Bolton and Grace E. Bolton, hereby petition the Orphans' Court~.'ivision of the Court of Common Pleas of Cumberland County, Pennsylvania, requesting the issuance of a citation sur appeal from probate, to show cause why the appeal from probate filed by them, pursuant to 20 Pa. Cons. St. § 908, from the March 24, 2004 Decree of the Register of Wills of Cumberland County admitting to probate as the Will of George V. Bolton, II, a certain writing dated January 9, 2004, and granting Letters Testamentary thereon, to Thomas J. Schrenk, should not be sustained and the Decree of the Register revoked. In support thereof, the Petitioners aver the following: 1. George V. Bolton, II (hereinafter "Decedent") died on March 16, 2004, a resident of Cumberland County, Pennsylvania. 2. Decedent left to survive him as the persons entitled to his estate under the intestate laws, namely: Grace E. Bolton, mother of the Decedent, and Joseph C. Bolton, brother of the Decedent. 3. Petitioners are parties in interest in the estate of the Decedent. Grace E. Bolton is the mother of the Decedent and resides at 6353, 1 Bay Club Drive, Fort Lauderdale, Florida, 33308; and Joseph C. Bolton is the brother of the Decedent, also residing at 6353, 1 Bay Club Drive, Fort Lauderdale, Florida, 33308. 4. A certain writing alleged to be the Last Will and Testament of Decedent (a copy of which is attached hereto, identified as Exhibit "A," and incorporated herein by reference ), and purporting to have been made and executed on January 9, 2004, was admitted to probate on March 24, 2004, by the Register of Wills of Cumberland County, Pennsylvania, as the Will of the Decedent, George V. Bolton, II, and Letters Testamentary thereon, granted on March 24, 2004, to Thomas J. Schrenk, Executor, named therein. 5. Petitioners filed a Notice of Appeal with the Register of Wills of Cumberland County, on Mayt~o, 2004, a copy of which is attached hereto, identified as Exhibit "B" and incorporated herein by reference. 6. Petitioners believe and expect to be able to prove that, at the time of execution of the writing, the physical and mental condition of the Decedent was greatly impaired by sickness and infirmity; that he was not a person of sound mind, capable of disposing by Will of his estate; and, further, that the writing was procured by undue influence, duress and constraint practiced upon the Decedent by Thomas J. Schrenk, named in the writing as the legatee and as the executor, and by other persons whom Petitioners are at the present time unable to name. 7. Petitioners aver and expect to be able to prove that at the date of execution of the said paper writing (Exhibit "A"), the physical and mental condition of the Decedent was greatly impaired and that he was not a person of sound mind capable of disposing by Will of his estate, in that: A. Decedent has suffered a stroke in or about 1988, which rendered him physically disabled, causing him to retire as an educator, and restricting his abilities to provide for all of his physical needs. B. The Decedent suffered a second stroke in or about 1994, causing further physical disability and impairing the cognitive functions of the Decedent. C. In December 2003, shortly before the Christmas holiday, the Decedent sustained a third stroke and was hospitalized for treatment at the Holy Spirit Hospital, Camp Hill, Pennsylvania. D. As a result of the third stroke of the Decedent, his physical disabilities were exacerbated, and his cognitive powers became further diminished and, upon his release from the Holy Spirit Hospital, he was removed to Healthsouth Rehabilitation of Mechanicsburg in early January 2004. E. It is believed, and therefore averred, that while the Decedent was confined at the Healthsouth facility, he was presented with and executed the writing, attached hereto as Exhibit "A". While confined at the Healthsouth facility, the Decedent was entirely dependent upon employees of the Healthsouth facility and upon his agent, via an executed Power of Attorney, Thomas J. Shcrenk, to attend to all matters impacting upon the life and lifestyle of the Decedent. F. While confined at the Healthsouth facility, the Decedent was disoriented as to time, person and place, was dependent upon medications which impaired his memory, impaired his intellectual functions, impaired his ability to comprehend, and impaired his judgment. 8. Petitioners further aver and expect to be able to prove that at the time of the execution of the said paper writing (Exhibit "A"), when the physical and mental condition of Decedent were greatly impaired by sickness and infirmity, the said writing was procured by undue influence exerted upon Decedent by a person occupying a position of confidential relationship to Decedent, in that: A. Decedent's weakened intellect resulted from the same conditions and causes as was exhibited by the same symptoms and conditions as described in the immediately- preceding paragraph, the allegations of which are incorporated herein by reference. B. The undue influence was exerted upon Decedent by Thomas J. Shcrenk, who, as the agent or Attorney-in-Fact of Decedent, pursuant to a previously-executed Power of Attorney by Decedent, occupied a position of confidential relationship to Decedent. C. The exploitation by the said Thomas J. Schrenk of Decedent's weakened intellect, and his position of confidential relationship, is demonstrated by the provisions of the probated document which both designates the Thomas J. Shcrenk as the sole legatee under the writing and designates Thomas J. Schrenk as the Executor thereunder. 9. There are no other parties in interest except the Petitioners identified herein. WHEREFORE, Petitioners request that Your Honorable Court issue a Citation directed to all persons interested in the estate of George V. Bolton, II, deceased, as heirs, relations or next of kin, devisees, legatees, or executors, to show cause why the appeal of the Petitioners from the Decree of the Register of Wills admitting to probate a certain writing dated January 9, 2004, as the Last Will and Testament of George V. Bolton, II, deceased, should not be sustained and the 4 Decree of the Register of Wills set aside and an issue directed to trial by a.jury the following questions of fact: 1. Whether at the time of execution of the writing (Exhibit "A") the Decedent was a person of sound mind; and, 2. Whether the writing was procured by undue influence, duress and constraint practiced upon the Decedent by Thomas J. Schrenk and others. Respectfully submitted, Date: May Iq,, 2004 By: Carl G. Wass, Esc~r~e Attorney I. D. # 07268 Caldwell & Keams, P.C. 3631 North Front Street Harrisburg, PA 17110-1533 (717) 232-7661 Attorney for Petitioners, Joseph C. Bolton and Grace E. Bolton 04262/71115 VERIFICATION I, Grace E. Bolton, verify that the averments made in this Petition for Citation Sur Appeal are true and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. 4904, relating to unswom falsification to authorities. ,2004 Grace E. Bolton VERIFICATION I, Joseph C. Bolton, verify that the averments made in this Petition for Citation Sur Appeal are tree and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. 4904, relating to unswom falsification to authorities. Js~h ~.. ]~olton EXHIBIT A LAST WILL AND, TESTAMENT GEORGE V. BOLTON, II I, George V. Bolton~ II, of 4 Plainview Road, Camp Itill, Cumberland County, Pennsylvania, 17011, being of sound and disposing mind and memoiy, do make, publish and declare this to be my Last Will and Testament, hereby revoldng all Wills and Codicils by me at any time made. ITEM ]: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may bepayable by my Estate or by any recipient ofanyproperty, shall be paid by my Executor out of the prope~ passing under this Will, which is not specifically devised or bequeathed, as an expense and cost of administration ofmy Estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid by my Executor even though on proceeds of insurance or other property not passhag under this Will. ITEM I][: I hereby exercise all powers of appointment which I mayhave at the time of my death in favor of my Executor, and all property subject to all such powers shall be included in my Estate. ITEMIII: I give, devise and bequeath all of my household furniture and furnishings, automobiles, books, pictures, jewelry, china, linen, silverware, wearing apparel, and all other like articles of household or personal use and Moment which I may own at the time of my death to Thomas J. Schrenk, now or formerly of 304 Market Street ~5, Lemoyne, Pennsylvania, 17043, provided he survives me as set forth herein. In the event Thomas J. S chrenk fails to survive me as set forth herein, then such items shall pass to my residual estate and pass as set forth thereunder. ITEM IV: I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, after the expenses ofprobate, to Thomas I, Schrenk, provided he survives me as set fmxh hereto. In the event Thomas I. S ehrenk fails to survive me as set forth herein, then such items shall be liquidated by my Executor and the proceeds after expenses of probate shall pass to Trinity Lutheran Church, now or formerly of 1000 ChestnUt Street, Camp Hill, Pennsylvania, 17011. I am specifically excluding any gift, devise orbequest to my brother JosephBolton and his issue as it is my desire he inherit no part of my estate. ITEM V: In the settlement of my Estate, my Executor shall possess, among others, the following powers to be executed for the best interests of the beneficiaries: (a) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or al] real or personal estate or interest therein, whether owned by me severally or in conjunction with other persons or acquixed after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, fi:ee and clear of all liens or mast and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry. into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which maybe necessary or desirable in carrying out any of the powers conferred upon my Executor in this Paragraph V (a) or elsewhere in my Will. (b) To pay all costs, taxes, expenses and charges in connection with the administration of my Estate. My Executor shall pay all legal expenses of my last illness and my funeral expenses.. (c) To distribute my Estate in kind or in money. If any assets are distributed in kind, they shall be distributed at their respective value(s) on the date(s) of their distribution. (d) T o retain any investments I may have at my death so 1 ong as my Ex ecutor may deem it advisable to my Estate so to do. (e) To vary investments, when deemed*desirable by my Executor and to invest in such bonds, stocks, notes, money markets, real estate mortgages or other securities or in such other property, real or personal, as he shall deem wise, without being restricted to so-called "legal investments." (0 To mortgage real estate and to make leases of real estate. (g) To borrow money fi:om any party to pay indebtedness of mine or of my Estate, expenses of administration or inheritance, legacy, estate and other taxes. (h) To vote any shares of stock wkich form' a part of the Estate and to otherwise exercise all the powers incident to the ownership of such stock. (i) In the discretion of my Executor, to unite with other owners of similar property in carrying out any plans for the reorgan/zation of any corporation or company whose securities form apart of the Estate. (j) To distribute my personal property directly to the Guardian of the person of any minor beneficiaries hereunder. (k) The right and discretion to elect the most appropriate settlement options for any pension plans, individual retirement accounts or other employee benefit options, as deemed most appropriate by my Executor, assuming such election ~hall be in accordance withprocedures established by the plan' s administrative committe~ or admini~qtrator, as the case may be, if such elections have not bern made prior to my death. (1) To do all other acts in judgment of my Executor necessary or desirable for the proper and advantageous management, investment and distribution of my Estate. (m) The right to engage accountants, attomeys, appraisers and other agents, as deemed necessary by my Executor, to render advice to and/or represent my Executor, as my Executor deems necessary or appropriate to the administration and preservation of my Estate. ITEM VI: Any person who shall have died at the same time as Testator or m a com~on disaster with him, or under such circumstances that it is difficult or impossible to deter urine who died first, or who shall fail to survive Testator by a period o fth/rty (3 0) days, shall be deemed to have predeceased him. ITENIVII: I nominate, comfimte and appoint Thomas J. Schrenkas myExecutor (herein refen-ed to as "]Executor"). In the event oft he death, resignation, refusal or inability of Thomas J. Schrenk ' to serve as my Executor, then I nominate, constitute and appoint John R. B einlmur to serve as successor Executor mhis place. My Executor is specifically relieved from the duty or obhgation offiling anybond or bonds or other forms of security. ITEM VIII: In all references herein to any Executor, Beneficiary, or other, 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 this my Last Will and Testament may require. IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will and Te~a~nent, eomisting o f this, the nm two (2) pages and the preceding two (2) pages this ~ day of ,209a. SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testator, George V. B olton, II, as and for his Will, in the presence of us, who, at his request, in his presence and in the presenGe-of eqch,o/th'er, have hereunto subscribed our names as witnesses in attestation thereof. wit ess '" ..... · Wi~ess Name Wimess Name Address ACKNOWLEDGMENT COM3$ONWEALTI:I OF PENNSYLVANIA : :SS.: COUNTY OF ~ O...tam~oen.z.n.~3> I, George V. Boiton, IL the Testator whose name is signed to the attached or foregoing instrument, haxdngbeen duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last WLI1; and that I signed it willingly and as my flee and voluntary act for the purposes therein expressed. Testator, this Sworn to or affi~gd~and acknowledged before me by George V, Bolton, H, the eg-A~ day of ~~ ,20~5'. Not~ Public / My Comission Expkes: (SE~) . NOTAR~L Lower P~ T~., ~ Com~ ~mt~ 25 AFFIDAVIT · COIVlMO~~TH OF PENNSYLVANIA : COUNTY OF ~ C ~t~ ~.L~-/u/) (~iSS':- and , ~e witnesses whose ~ames arc signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will; that thc Testator signed willingly and ex¢cutedit as his free and voluntary act for the purposes therein expressed; that each subscribing witness, in the hearing and sight of the Testator, signed the Will as a wimess; and that to thc best of our knowledge, the Testator was at that time 18 or more years of age, of sound rniud and under no constraint or undue influence. .- /_. Sworn/to or affirmed and subscribed to before, me by ., witnesses this ~g~day of ........ -"5' /- / ............ Witness Witness and , 200~. Witness Notary Public My Commission EXpires: (SEAL) COMMONWEALTH OF- FENNSYLVANIA EXHIBIT B CALDWELL ~ KEARNS a PROFESSIONAL CORPOI~ ATION ATTORNEYS At LAW 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA iTlIO IN RE: -~- ESTATE OF GEORGE V. BOLTON, II IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION REGISTER OF WILLS - ESTATE NO. 21-04280 NOTICE OF APPEAL TO THE REGISTER OF WILLS OF CUMBERLAND COUNTY: The undersigned hereby appeal to the Orphans' Court Division of the Court of Common Pleas of Cumberland County from the decision of the Register of Wills in the above Estate admitting to probate a certain paper writing dated January 9, 2004, which document was admitted to probate by the Register of Wills of Cumberland County on March 24, 2004, and from the granting of Letters Testamentary thereon. The undersigned depose and say that the aforementioned appeal is not intended for delay. Date: .Z~/~,~--) 4 ~"~-'g/ ~_., ~.t~~ Grace E. Bolton .. Date: Joseph C. Bolton VERIFICATION I, Grace E. Bolton, verify that the averments made in this Notice of Appeal are true and correct to the best of my knowledge, information and belief. I understand that false statements here'in are made subject to the penalties of 18 Pa. C.S. 4904, relating to unsworn falsification to authorities. . · Date: Grace E. Bolton VERIFICATION I, Joseph C. Bolton, verify that the averments made in this Notice of Appeal are true and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. 4904, relating to unsworn falsification to authorities. Date: ~0~h (~. Boiton 71928 INRE: ESTATE OF GEORGE V. BOLTON, II IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION REGISTER OF WILLS - ESTATENO. 21-04280 PETITION FOR CITATION SUR APPEAL FROM REGISTER IN PROBATING WILL TO THE HONORABLE, THE JUDGES OF SAID COURT: Joseph C. Bolton and Grace E. Bolton, hereby petition the Orphans' Court~.'ivision of the Court of Common Pleas of Cumberland County, Pennsylvania, requesting the issuance of a citation sur appeal from probate, to show cause why the appeal from probate filed by them, pursuant to 20 Pa. Cons. St. § 908, from the March 24, 2004 Decree of the Register of Wills of Cumberland County admitting to probate as the Will of George V. Bolton, II, a certain writing dated January 9, 2004, and granting Letters Testamentary thereon, to Thomas J. Schrenk, should not be sustained and the Decree of the Register revoked. In support thereof, the Petitioners aver the following: 1. George V. Bolton, II (hereinafter "Decedent") died on March 16, 2004, a resident of Cumberland County, Pennsylvania. 2. Decedent left to survive him as the persons entitled to his estate under the intestate laws, namely: Grace E. Bolton, mother of the Decedent, and Joseph C. Bolton, brother of the Decedent. 3. Petitioners are parties in interest in the estate of the Decedent. Grace E. Bolton is the mother of the Decedent and resides at 6353, 1 Bay Club Drive, Fort Lauderdale, Florida, 33308; and Joseph C. Bolton is the brother of the Decedent, also residing at 6353, 1 Bay Club Drive, Fort Lauderdale, Florida, 33308. 4. A certain writing alleged to be the Last Will and Testament of Decedent (a copy of which is attached hereto, identified as Exhibit "A," and incorporated herein by reference ), and purporting to have been made and executed on January 9, 2004, was admitted to probate on March 24, 2004, by the Register of Wills of Cumberland County, Pennsylvania, as the Will of the Decedent, George V. Bolton, II, and Letters Testamentary thereon, granted on March 24, 2004, to Thomas J. Schrenk, Executor, named therein. 5. Petitioners filed a Notice of Appeal with the Register of Wills of Cumberland County, on Mayt~a, 2004, a copy of which is attached hereto, identified as Exhibit "B" and incorporated herein by reference. 6. Petitioners believe and expect to be able to prove that, at the time of execution of the writing, the physical and mental condition of the Decedent was greatly impaired by sickness and infirmity; that he was not a person of sound mind, capable of disposing by Will of his estate; and, further, that the writing was procured by undue influence, duress and constraint practiced upon the Decedent by Thomas J. Schrenk, named in the writing as the legatee and as the executor, and by other persons whom Petitioners are at the present time unable to name. 7. Petitioners aver and expect to be able to prove that at the date of execution of the said paper writing (Exhibit "A"), the physical and mental condition of the Decedent was greatly impaired and that he was not a person of sound mind capable of disposing by Will of his estate, in that: 2 A. Decedent has suffered a stroke in or about 1988, which rendered him physically disabled, causing him to retire as an educator, and restricting his abilities to provide for all of his physical needs. B. The Decedent suffered a second stroke in or about 1994, causing further physical disability and impairing the cognitive functions of the Decedent. C. In December 2003, shortly before the Christmas holiday, the Decedent sustained a third stroke and was hospitalized for treatment at the Holy Spirit Hospital, Camp Hill, Pennsylvania. D. As a result of the third stroke of the Decedent, his physical disabilities were exacerbated, and his cognitive powers became further diminished and, upon his release from the Holy Spirit Hospital, he was removed to Healthsouth Rehabilitation of Mechanicsburg in early January 2004. E. It is believed, and therefore averred, that while the Decedent was confined at the Healthsouth facility, he was presented with and executed the writing, attached hereto as Exhibit "A". While confined at the Healthsouth facility, the Decedent was entirely dependent upon employees of the Healthsouth facility and upon his agent, via an executed Power of Attorney, Thomas J. Shcrenk, to attend to all matters impacting upon the life and lifestyle of the Decedent. F. While confined at the Healthsouth facility, the Decedent was disoriented as to time, person and place, was dependent upon medications which impaired his memory, impaired his intellectual functions, impaired his ability to comprehend, and impaired his judgment. 8. Petitioners further aver and expect to be able to prove that at the time of the execution of the said paper writing (Exhibit "A"), when the physical and mental condition of Decedent were greatly impaired by sickness and infirmity, the said writing was procured by undue influence exerted upon Decedent by a person occupying a position of confidential relationship to Decedent, in that: A. Decedent's weakened intellect resulted from the same conditions and causes as was exhibited by the same symptoms and conditions as described in the immediately- preceding paragraph, the allegations of which are incorporated herein by reference. B. The undue influence was exerted upon Decedent by Thomas J. Shcrenk, who, as the agent or Attorney-in-Fact of Decedent, pursuant to a previously-executed Power of Attorney by Decedent, occupied a position of confidential relationship to Decedent. C. The exploitation by the said Thomas J. Schrenk of Decedent's weakened intellect, and his position of confidential relationship, is demonstrated by the provisions of the probated document which both designates the Thomas J. Shcrenk as the sole legatee under the writing and designates Thomas J. Schrenk as the Executor thereunder. 9. There are no other parties in interest except the Petitioners identified herein. WHEREFORE, Petitioners request that Your Honorable Court issue a Citation directed to all persons interested in the estate of George V. Bolton, II, deceased, as heirs, relations or next of kin, devisees, legatees, or executors, to show cause why the appeal of the Petitioners from the Decree of the Register of Wills admitting to probate a certain writing dated January 9, 2004, as the Last Will and Testament of George V. Bolton, II, deceased, should not be sustained and the 4 Decree of the Register of Wills set aside and an issue directed to trial by a jury the following questions of fact: 1. Whether at the time of execution of the writing (Exhibit "A") the Decedent was a person of sound mind; and, 2. Whether the writing was procured by undue influence, duress and constraint practiced upon the Decedent by Thomas J. Schrenk and others. Respectfully submitted, Date: May itl, 2004 By: 04262/71115 Carl G. Wass, Es~e Attorney I. D. # 07268 Caldwell & Kearns, P.C. 3631 North Front Street Harrisburg, PA 17110-1533 (717) 232-7661 Attorney for Petitioners, Joseph C. Bolton and Grace E. Bolton VERIFICATION I, Grace E. Bolton, verify that the averments made in this Petition for Citation Sur Appeal are tree and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. 4904, relating to unswom falsification to authorities. ,2004 Grace E. Bolton Date: IN RE: ESTATE OF GEORGE V. BOLTON, II IN THE COURT OF COMMON PLEAS ORPHANS' COURT DIVISION CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-2004-0280 CITATION WE COMMAND, you that laying aside all business and excuses whatsoever, you be and appear in your proper person before the Honorable Judges of the Court of Common Pleas, Orphans' Court Division at a session of the said Court there to be held, for the County of Cumberland to show cause why the Appeal of Joseph C. Bolton and Grace E. Bolton from the Decree dated March 24, 2004, by the Register of Wills of Cumberland County admitting to probate the writing dated January 9, 2004, as Decedent's last Will and issuing Letters Testamentary thereon should not be sustained and the Decree of the Register of Wills revoked. Citation shall be returnable 20 days after service. A copy of the annexed Petition shall be served with the Citation. Witness my hand an official seal of office at Carlisle, Pennsylvania, this 2nd day of June, 200_~4. / Clerk, Orphans Court DivisiOn / Cumberland County, Carlisle, PA My Comrll/ssio.n Expires on the 1st Monday January~:~/~{p HAY 2 ? 2004 INRE: ESTATE OF GEORGE V. BOLTON, II IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION REGISTER OF WILLS - ESTATENO. 21-04280 'RELIMINARY DECREE AND NOW, this ? day of~~_ 2004, upon consideration of the annexed Petition for Citation Sur Appeal fi.om Register in probating Will, a Citation is awarded, directed to Thomas J. Shrenk, to show cause, if any there be, why the Appeal of Joseph C. Bolton and Grace E. Bolton from the Decree dated March 24, 2004, by the Register of' Wills of Cumberland County admitting to probate the writing dated January 9, 2004, as Decedent's last Will and issuing Letters Testamentary thereon should not be sustained and the Decree of the Register of Wills revoked. Citation shall be returnable ~¢~ days after service. A copy o£ the annexed Petition shall be served with the Citation. 04262/71938 BY THE COURT, MBNA America P.O. Box 15137 Wilmington, DE 19850-5137 877-767-9383 07/29/04 REGISTER OF WILLS CUMBERLAND COUNTY COLrRTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 Regi ,? of Wi is '04 ALI6 -5 P 2:09 Re: In the Estate of GEORGE V BOLTON Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: 04280 161340299 CAMP HILL, PA 17011 MBNA AMERICA 4264281203076517 $ 7879.82 De~ Skor Madam Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate. Please remm a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or if this is a duplicate claim, please call our firm toll t~ee at 1-877-767-9383. Cordially, MBNA America Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. COMMONWEALTH OF PENNSYLVANTA Re(-~ ' ~O~KT oJ= COMMON PLEAS ~]~.'_~ "~*b~BL~Na COUNTY ' '~' ~C~IKPH~N~ COURT DZVZSTON NOTZCE OF CLAII~ Zn Re: The E~tate of: '0~Cou~F~ No~:~(~ GEORGEVBOLTON ~F : ~ ~C,; Decensed Cumb.:-~: .~' F;~, TO: THE CLERK OF THE ORPHANS' COURT D~V~S~ON: No~ice of claim by crediLor, PursuanL ~o SecLion 3532(b)(2) of Lhe Probate, EsLaLes, and Fiduciaries Code, 20 PA.C.S.A. ~3532(b)(2). MBNA AMERICA ~) ClaimanL's name: P.O. BOX 15137 Claimant's address: 2) 3) WILMINGTON, DE 19850--5137 877-767-9383 Creditor listed below is the owner and holder of a claim in the amount of $ 7879.82 4) S) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. Decedent's address: CAMPHILL, PA17011 6) Date of Death: 03/16/04 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by_ On behalf of the claimant, ! do solemnly declare and affirm under the penalties of perjury that they ~nformation and representations made herein are true and correct to the best of my knowledge, information and belief. Dated: ~'.~ ~ / ~ ~ ~/ ~/ Lucille Roberts/Jessica Lerbs~rized RepreSentative For MBNA America Written notice of claim was given to Personal I[e'presentative and/or his/her counsel as stated below: JOHN BEINHAUR Name 3964 LEXINGTON ST Address HARRISBURG, PA 17109 City/State/Zip . uate notice ~na~led IN RE ESTATE OF:GEORGE V BOLTON Recorc,&,,, ,,,, i : of ~er: s~er '~AVIT OF ACCOUNT '04 AU6 -5 P2:09 The under~l, being first~dulg swom deposes and states the follows: Your Affiant is authorized by the Claimant as its Authorized Representative- In-Fact to make this Affidavit. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of his/her duties. The Decedent purchased merchandise in the amount of $ 7879.82 evidenced by account number 4264281203076517 The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not MBNA America. One dltSi~-Authori/~6 d Representatives: Lucille Roberts Jessica Lerbs ,K'~ MBNA America P. O. Box 15137 Wilmington, DE 19850-5137 Subscribed and sworn before me This ~%ayof ~ ,2004. Notary Public HBNA America P.O, Box 15~37 Wllmlngtxm, DE '19850-5137 877-767-9383 07/29/04 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 / UG-5 P2:09 Re: In the Estate of GEORGE V BOLTON Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: O428O 161340299 CAMP HILL, PA 17011 MBNA AMERICA 549099 ! 567004383 $ 12459.73 Des SkorMadam Enclosed please find a Creditors claim to be filed in the record with the above-referenced Estate. Please remm a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or if this is a duplicate cia/m, please call our firm toll free at 1-877-767-9383. Cordially, MBNA America Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative Th/s letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. COMMONWEALTH OF PENNSYLVAN:IA NO TICE OF CLAIM :In Re: The E.tate of: Cour~ File No: 042~0 GEORGE V BOLTON Decea.ed OURT OF CO ~ d C',li~?~,m ORPHANS' COURT D:IV:IS:ION · 04 ,UG-5 p2:09 TO: THE CLERK OF THE ORPHANS' COURT D%V%S%ON: Notice of claim by creditor, Pursuant to SecMon 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). MBNA AMERICA 1) Claimant's name: P.O. BOX 15137 2) Claimant's address: WILMINGTON, DE 19850-5137 877-767-9383 3) Creditor listed below is the owner and holder of a claim in the amount of $ 12459.73 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: CAMP HILL, PA 17011 6) Date of Death: 0~1~o4 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, ! do solemnly declare and affirm under the penalties of perjury that they Information and representations made herein are true and correct to the best of my knowledge, information and belief. Dated: '2~.g~t~ ~ ? ~ ~ // ~ Lucille Roberts/Jessica Le~/~horized Rep~sentative For MBNA America Wri~en notice of claim was given to Personal~presentative'~" rand/or his/her counsel as stated below: JOHN BEINHAUR Name 3964 LEXINGTON ST Address HARRISBURG, PA 17109 City/State/Zip Date notic~ r~ailed IN RE ESTATE OF:GEORGE V BOLTON AFFIDAVIT OF ACCOUNTe~.~+.,n '04 &~-5 P2:09 The undersigned, being first duly sworn deposes and stat~[l~ follows.. Your Affiant is authorized by the Claimant as its Authorized Representative- In-Fact to make this Affidavit. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of his/her duties. The Decedent purchased merchandise in the amount of $ 12459.73 evidenced by account number 5490991567004383 The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not MBNA America. On.ts AuthoriZed Representatives: Lucille Roberts Jessica Lerbs c~ MBNA America P. O. Box 15137 Wilmington, DE 19850-5137 Subscribed and swom before me This ~_qq°l~ day of ~, 2004' Notary Pubic STATE OF PENNSYLVANIA IN THEMATTER OF ESTATE OF: GEORGE V BOLTON IN THE ORPHAN'S COURT Recto, ~ , , o~)F CUMBERLAND COUNTY Req: : ESTATE#: 2104280 DATE OF DEATH: 03/16/04 /tU6 30 P12:0! STAL~,'~NT, OF C~AIM 1. The creditor, Fleet Credit Card Services, L.P., certifies that ~re is due and owing by GEORGE V BOLTON, deceased, the sum of FOUR THOUSAND SIX HUNDRED TWENTY ONE DOLLARS AND THIRTY NINE CENTS ($ 4,621.39). 2. The nature of the claim is a Visa Card account 4071296584959662, which was established in 10/28/92. 3. The name and address of the claimant is: Fleet Credit Card Services, L.P., 550 Blair Mill Road, Horsham, Pennsylvania 19044. 4. The name and address of the claimant's agent is: Lisa M. Gerke, Estate Recoveries, Inc., P. O. Box 24566, Baltimore, Maryland 21214. 5. This claim is not contingent and is not secured by any liens or judgments. 6. This claim is not based on any one instrument. Said balance has accrued since the account was established. On behalf of Fleet Credit Card Services, L.P., creditor, I do solemnly declare and affirm under the penalties of perjury that the information in the foregoing claim is true and correct to the best of my knowledge, information and belief. I have made diligent inquiry and examination, and I believe the claim is just and all legal offsets, payments, and credits made known to the affiant have been allowed. Estate Recoveries, Inc. P.O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 County of Baltimore, Maryland: IN WITNESS WHEREOF, I hereunto set my hand and Notarial Seal this August 26, 2004. .... :';}g ~: ~.?:/~.,~?,,, Li STREItLEIN, Notary Public My Commission Expires: August 9, 2008. ~0,~i : %~ =--' 2--- Cumberland County - Register ur Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/02/2006 BEINHAUR JOHN R 3964 LEXINGTON STREET HARRISBURG, PA 17109 RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 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 is due by: 3/16/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ,J ~ ~ ,tl/'ij .r '. ,c' ",,' ,,/ ./~ I-Y';;'"",.",..,.-..P'L;" Ii ~'0/: !. "'; i LI!!:L-!W",., .... ,,,,;~,-,.,,"~...(;.q~, ~( . ' ~~' X~~, , " .. /J // GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Peysonal Representative(s) Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/21/2006 SCHRENK THOMAS J 304 MARKET STREET #5 LEMOYNE, PA 17043 RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 I, 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 is due by: 3/16/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasba~- Clerk of the Orphans' Court cc: File Counsel ~~ INRE: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION REGISTER OF WILLS- ESTATE NO. 21-04280 ESTATE OF GEORGE V. BOLTON, II AFFIDAVIT OF SERVICE I, Carl G. Wass, Esquire, being duly sworn according to law, do hereby depose and say that on June 9, 2004 I did cause to be served upon John Beinhauer, Esquire, Attorney for Thomas J. Schrenk, Executor of the Estate of George V. Bolton, II, by first class mail, directed to the said John Beinhauer, Esquire at Beinhauer and Curcillo, 3964 Lexington Street, Harrisburg, Pennsylvania, 1 7109, a letter (copy attached hereto), together with the following certified documents: 1. Notice of Appeal, filed May 26, 2004, 2. Preliminary Decree, dated June 1, 2004, with Petition attached, and, 3. Citation, dated June 2, 2004, issued by the Cumberland County Clerk of Orphan's ...... ..... ,~ Court Division. . .U,) ,""",,,..-~ (.:)"', ~~ -'; Date: ~ ~ \ \ \ "2,~ (" :~ Carl G. Wass, Esquire Caldwell & Kearns, PC 3631 N. Front Street Harrisburg, P A 1 7110 (717)232-7661 101742 \7-- CALDWELL & KEARNS A PROFESSIONAL CORPORATION JAMES R. CLIPPINGER CHARLES J. DEHART. III JAMES D. CAMPBELL. JR. JAMES L. GOLDSMITH p. DANIEL ALTLAND JEFFREY T. MCGUIRE- STANLEY J. A. LASKOWSKI DOUGLAS K. MARSICO BRETT M. WOODBURN RAY J. MICHALOWSKI -ALSO A MEMBER OF NJ BAR ATTORNEYS AT LAW OF COUNSEL RICHARD L. KEARNS CARL G. WASS 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17110-1533 THOMAS D. CALDWELl... JR. 11928-20011 June 9,2004 717-232-7661 FAX: 717-232-2766 thefirm@caldwellkearns.com Joh'n Beinhauer, Esquire Beinhaur & Curcillo 3964 Lexington Street Harrisburg, PA 17109 Dear John: On behalf of the mother and brother of George V. Bolton, II, we have filed an Appeal from Probate and a Petition for Citation upon that Appeal. The Cumberland County Court has issued a preliminary Decree and the Register of Wills has issued the appropriate Citation. Enclosed herewith please find the following documents: 1. Notice of Appeal filed on May 26, 2004 2. Preliminary Decree with Petition for Citation attached, and 3. the Citation issued by the Cumberland County Register of Wills. If you have any questions regarding this matter or care to discuss the matter, please call me. Very truly yours, Carl G. Wass CALDWELL & KEARNS CGW/pp Enclosures 04-262/74178 . CALDWELL & KEARNS A PROFESSIONAL CORPORATION ..JAMES R. CLIPPINGER CHARLES J. DEHART. III ..JAMES D. CAMPBELL. ..JR. ..JAMES L. GOLDSMITH P DANIEL ALTLAND ..JEFFREY T. McGUIRE- STANLEY ..J. A LASKOWSKI DOUGLAS K. MARSICO BRETT M. WOODBURN RAY ..J. MICHALOWSKI ATTORNEYS AT LAW OF COUNSEL RICHARD L. KEARNS CARL G. WASS 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17110-1533 THOMAS D. CALDWELL. ..JR. 11928-20011 . AL SO A MEMBER OF NJ BAR June 25, 2004 717-232-7661 FAX: 717-232-2766 thefirm@caldwellkearns.com VIA FACSIMILE (651-9200) and U.S. MAIL John Beinhauer, Esquire Beinhaur & Curcillo 3964 Lexington Street Harrisburg, PA 17109 RE: Estate of George V. Bolton, II Dear John: This letter will confirm our telephone conversation of this date June 25, 2004. During our telephone conversation, we agreed as follows: 1. You and I are to meet at my office at 1 :00 pm. on Tuesday, June 29, 2004 for the purpose of discussing the objections and issues raised by my clients and to ascertain if some accommodation, short of protracted litigation, might be achieved by the contesting parties. 2. During the good faith period of time it might take to ascertain if a mutually agreeable accommodation could be made, I have agreed to an'extension of time within which you would otherwise be required to respond to the Citation and Preliminary Decree heretofore issued by the Registrar of Wills and Cumberland County Court. I willloak forward to a productive meeting on Tuesday. Very truly yours, Carl G. Wass CALDWELL & KEARNS CGW Ipp Cc: Joe Bolton 04-262/75109 ...... !J .~./,,~,~;/' In Re: Estate of BOL TON GEORGE V II ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00280 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: SCHRENK THOMAS J Counsel for Personal Representative: BEINHAUR JOHN R Date of Decedent's Death: 3/16/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 4/3/2006 ~~~ .. Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File p/ ~ .- ./y/ ~ In Re: Estate of BOLTON GEORGE V II ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00280 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: SCHRENK THOMAS J Counsel for Personal Representative: BEINHAUR JOHN R Date of Decedent's Death: 3/16/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 4/3/2006 .. Distribution: Personal Representative Counsel for Personal Representative Estate File ~~A.I~ Glenda Farner Strasbaugh Clerk of the Orphans' Court . ; ~, f~1 ~ 'Xf.;\ (;kt !~j \'~ 'f)J ~ ~ _ --!. _."_ __..." _...:t.to~r."r!71iJ _ _..:!."'O ~~____ =_ __.....>> ___ ~ '~_~""'I-'-"~'" Jr'"~~~J1.~fI>.lCl( \\jl.!i. ~~ l!.1l.1!.::9 tUilL I0IULlllllUJt;::lL'!!.~1!.1l.lUL IL,ALVUli...!.LlLy STATUS REPORT tJl\luER RULE 6.12 Name ofDecedent: .G, ..p en at Y. 6.0 ( fa V1 .It Date of Death: 3 .... ( b - 0 €o( . Estate No.: ~OOtf - OOd. 8'() o Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Ru1es, 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 0 No iJ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 6 M. (!)Qllhs 3. If the answer to No.1 is Yes, state the following: a. Did the personai representative file a final accouutwith the CoUrt? . Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state 8.L"1 account informally to the pa.."iies in interest? .Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of fonnal or infonnal accounts may be filed YVith the Clerk of the Orphans' Court and may be attached to this report. Date; f- ()- X ,!.I1 ~ Sl e /Dh V7 ~r 13~/ahZ1A/r Name > =s ~ 6 c.( L..e e-, Pi <'j {-qu", 9t-- #~rIYUIJr7 IIIIH07 A dr.-f'>ss. I _.. U,L .., bCS-l- 9100 Teleph011e l'To Capacity": LJ PersGiJ.al Represen:a:ti-\le ~ Counsel for -oersonal representative {ii IN RE: ESTATE OF GEORGE V. BOLTON, II IN THE COURT OF COMMON PLEAS ORPHANS' COURT DIVISION CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-2004-0280 MOTION TO GRANT REQUESTED RELIEF - -, C) AND, NOW, comes Carl G. Wass, Esquire, attorney for Joseph C. Bolton and Grac~E. Bolton (now deceased), and moves Your Honorable Court, pursuant to Cumberland Co~ty G;' Orphans' Court Rule 10.1-4., to grant the requested relief sought in the Citation issued by the Clerk of the Orphans' Court Division on June 2, 2004, and, in support thereof, sets forth the following matters of record, to wit: 1) On May 26, 2004, a Notice of Appeal and a Petition for Citation Sur Appeal From Register in Probating Will were filed in the Orphans' Court Division of the Cumberland County Court of Common Pleas, giving Notice of Appeal from the grant of probate by the Register of Wills of Cumberland County to a writing of the Decedent, dated January 9, 2004, as Decedent's Last Will, and the issuance of Letters Testamentary thereon. 2) On June 1, 2004, Your Honorable Court issued a Preliminary Decree pursuant to said Notice of Appeal and said Petition, directing the issuance of a Citation. 3) On June 2, 2004, a Citation was issued by the Clerk, Orphans' Court Division, directing that cause be shown why the Appeal "from the Decree dated March 24, 2004, by the Register of Wills of Cumberland County admitting to probate the writing dated January 9, 2004, as Decedent's last Will and issuing letters Testamentary thereon should not be sustained and the Decree of the Register of Wills revoked." Said Citation was declared to be returnable 20 days after service. A copy of the Citation is attached hereto, identified as Exhibit A, and incorporated herein by reference. 4) As directed by the Citation, service of copies of the Notice of Appeal, the Preliminary Decree (with Petition attached), and the Citation were served upon John Beinhauer, Esquire, attorney for the Executor of the Estate, with accompanying letter, dated June 9, 2004, by first class mail, postage pre-paid. An Affidavit of Service has been filed in the within Estate Docket. 5) No answer to the Petition or Citation has been filed. WHEREFORE, the undersigned respectfully moves Your Honorable Court to grant the relief requested in the Citation, to wit: sustain the Appeal of Joseph C. Bolton and Grace E. Bolton from the Decree dated March 24, 2004, by the Register of Wills of Cumberland County and revoke the said Decree issuing Letters Testamentary upon a writing of the Decedent dated January 9,2004. Respectfully submitted, Date: ~\k.'V\.SL <.. ~ I c..~ b Carl G. Wass, Caldwell & Kearn 3631 N. Front Street Harrisburg, PA 17110 (717) 232-7661 Court ID No. 07268 103533 IN RE: ESTATE OF GEORGE V. BOLTON, II IN THE COURT OF COMMON PLEAS ORPHANS' COURT DNISION CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-2004-0280 CITATION WE COMMAND, you that laying aside all business and excuses whatsoever, you be and appear in your proper person before the Honorable Judges of the Court of Common Pleas,. Orphans' Court Division at a session of the said Court there to be held, for the County of Cumberland to show cause why the Appeal of Joseph C. Bolton and Grace E. Bolton from the Decree dated March 24.2004. by the Register of Wills of Cumberland County admitting to probate the writing dated January 9.2004. as Decedent's last Will and issuing Letters Testamentary thereon should not be sustained and the Decree of the Register of Wills revoked. Citation shall be returnable 20 days after service. A copy of the annexed Petition shall be served with the Citation. Witness my hand an official seal of office at Carlisle, Pennsylvania, this 2nd day of June, 2004. ldr1\J rwuJ/lbJ .. Cumberland County, Carlisle, P A My Conuw~sjp}l Expires on the 1 st Monda January,q{)fjJ,p r EXHIBIT A y IN RE: ESTATE OF GEORGE V. BOLTON, II IN THE COURT OF COMMON PLEAS ORPHANS' COURT DIVISION CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-2004-0280 JUtli 2 ~ ![][]fkr' DECREE OF COURT AND, NOW, this $"n. day of 1" oj II ' 2006, upon review of the Motion to Grant Requested Relief, attached hereto, and upon finding that the requirements of Cumberland County Orphans' Court Rule 10.1-4. have been satisfied, it is hereby ordered and decreed that the Decree dated March 24, 2004, by the Register of Wills of Cumberland County admitting to probate the writing dated January 9, 2004, as Decedent's last Will, and the issuance thereon of Letters Testamentary, is and are hereby revoked and set aside. BY THE COURT, J 103534 ~~ Z ; 11 . r- . i I ~ 'o_J _'.J_ IN RE: ESTATE OF GEORGE V. BOLTON, II IN THE COURT OF COMMON PLEAS ORPHANS' COURT DIVISION CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-2004-0280 MOTION TO GRANT REQUESTED RELIEF AND, NOW, comes Carl G. Wass, Esquire, attorney for Joseph C. Bolton and Grace E. Bolton (now deceased), and moves Your Honorable Court, pursuant to Cumberland County Orphans' Court Rule 10.1-4., to grant the requested relief sought in the Citation issued by the Clerk of the Orphans' Court Division on June 2, 2004, and, in support thereof, sets forth the following matters of record, to wit: 1) On May 26, 2004, a Notice of Appeal and a Petition for Citation Sur Appeal From Register in Probating Will were filed in the Orphans' Court Division of the Cumberland County Court of Common Pleas, giving Notice of Appeal from the grant of probate by the Register of Wills of Cumberland County to a writing of the Decedent, dated January 9, 2004, as Decedent's Last Will, and the issuance of Letters Testamentary thereon. 2) On June 1, 2004, Your Honorable Court issued a Preliminary Decree pursuant to said Notice of Appeal and said Petition, directing the issuance of a Citation. 3) On June 2, 2004, a Citation was issued by the Clerk, Orphans' Court Division, directing that cause be shown why the Appeal "from the Decree dated March 24, 2004, by the Register of Wills of Cumberland County admitting to probate the writing dated January 9, 2004, as Decedent's last Will and issuing letters Testamentary thereon should not be sustained and the Decree of the Register of Wills revoked." Said Citation was declared to be returnable 20 days after service. A -., ,,/ copy of the Citation IS attached hereto, identified as Exhibit A, and incorporated herein by reference. 4) As directed by the Citation, service of copies of the Notice of Appeal, the Preliminary Decree (with Petition attached), and the Citation were served upon John Beinhauer, Esquire, attorney for the Executor of the Estate, with accompanying letter, dated June 9, 2004, by first class mail, postage pre-paid. An Affidavit of Service has been filed in the within Estate Docket. 5) No answer to the Petition or Citation has been filed. WHEREFORE, the undersigned respectfully moves Your Honorable Court to grant the relief requested in the Citation, to wit: sustain the Appeal of Joseph C. Bolton and Grace E. Bolton from the Decree dated March 24, 2004, by the Register of Wills of Cumberland County and revoke the said Decree issuing Letters Testamentary upon a writing of the Decedent dated January 9, 2004. Respectfully submitted, Date: ~"'-\t\.SL ~ ~ l c~ Ie ~ Carl G. Wass, Caldwell & Kearn 3631 N. Front Street Harrisburg, PA 17110 (717) 232-7661 Court 10 No. 07268 103533 IN RE: ESTATE OF GEORGE V. BOLTON, II IN THE COURT OF COMMON PLEAS ORPHANS' COURT DIVISION CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-2004-0280 CITATION WE COMMAND, you that laying aside all business and excuses whatsoever, you be and appear in your proper person before the Honorable Judges of the Court of Common Pleas, Orphans' Court Division at a session of the said Court there to be held, for the County of Cumberland to show cause why the Appeal of Joseph C. Bolton and Grace E. Bolton from the Decree dated March 24,2004, bv the Register of Wills of Cumberland County admitting to probate the writing dated January 9,2004, as Decedent's last Will and issuing Letters Testamentarv thereon should not be sustained and the Decree of the Register of Wills revoked. Citation shall be returnable 20 days after service. A copy of the annexed Petition shall be served with the Citation. Witness my hand an official seal of office at Carlisle, Pennsylvania, this 2nd day of June, 2004. .. iiJr!i OMJ/lb .. Cumberland County, Carlisle, P A / My CoffiI9j~s~o/l Expires on the 1 st Monda Janu,ry,0QLI!.p . r EXHIBIT A In Re: Estate of George V. Bolton, II ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-04-280 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 07/05/06 JUDGE'S INITIALS: JWO TIME STAMP DATE: 07/05/06 IN RE: Order of Court """"""""""""""""""""""""""""""""""""""""""""""""""""""""",""','" SERVICE TO: Thomas J Shrenk Carl G. Wass, Esq John Beinhauer, Esq METHOD OF MAILING: ENVELOPES PROVIDED BY: ~ USPS DRRR D HAND DELIVERED D OTHER_ ~ PETITIONER D JUDGE D CLERK OF ORPHANS COURT MAILED: 07110/06 SERVICE TO: METHOD OF MAILING: ENVELOPES PROVIDED BY: D USPS DRRR D HAND DELIVERED DOTHER_ D PETITIONER D JUDGE D CLERK OF ORPHANS COURT MAILED: ~V!djJ~L~~ Margi W evq~au 1 st Deputy (j Clerk of Orphans' Court IN RE: ESTATE OF GEORGE V. BOLTON, II ~ JUN Z S lOOr IN THE COURT OF COMMON PLEAS ORPHANS' COURT DIVISION CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-2004-0280 DECREE OF COURT AND, NOW, this ~ day of '4 w II ' 2006, upon review of the Motion to Grant Requested Relief, attached hereto, and upon finding that the requirements of Cumberland County Orphans' Court Rule 10.1-4. have been satisfied, it is hereby ordered and decreed that the Decree dated March 24, 2004, by the Register of Wills of Cumberland County admitting to probate the writing dated January 9, 2004, as Decedent's last Will, and the issuance thereon of Letters Testamentary, is and are hereby revoked and set aside. BY THE COURT, 103534 " 82 : II ~.!1 S- lnr 900Z "~ ; '.,_1 ! ',-, -'r'l.' I 1'-" - ~'.., ':'.J' -l ':-1.;' \ U_irlLVY"'.1:. ' _\ _VI...J-J'..,} ....i\...h.J\J'v: (1 ~ IN RE: ESTATE OF GEORGE V. BOLTON, II IN THE COURT OF COMMON PLEAS ORPHANS' COURT DIVISION CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-2004-0280 MOTION TO GRANT REQUESTED RELIEF r---,) c;:::. '~::,;.~ cr"- '-- c: r-,.) C~ AND, NOW, comes Carl G. Wass, Esquire, attorney for Joseph C. Bolton ana. ~~rac~::~. --- C) i -"~-("1 -~ ~~q --- ,n n Bolton (now deceased), and moves Your Honorable Court, pursuant to Cumb6fJand Co&fty c..n w Orphans' Court Rule 10.1-4., to grant the requested relief sought in the Citation issued by the Clerk of the Orphans' Court Division on June 2, 2004, and, in support thereof, sets forth the following matters of record, to wit: 1) On May 26, 2004, a Notice of Appeal and a Petition for Citation Sur Appeal From Register in Probating Will were filed in the Orphans' Court Division of the Cumberland County Court of Common Pleas, giving Notice of Appeal from the grant of probate by the Register of Wills of Cumberland County to a writing of the Decedent, dated January 9, 2004, as Decedent's Last Will, and the issuance of Letters Testamentary thereon. 2) On June 1, 2004, Your Honorable Court issued a Preliminary Decree pursuant to said Notice of Appeal and said Petition, directing the issuance of a Citation. 3) On June 2, 2004, a Citation was issued by the Clerk, Orphans' Court Division, directing that cause be shown why the Appeal"from the Decree dated March 24, 2004, by the Register of Wills of Cumberland County admitting to probate the writing dated January 9, 2004, as Decedent's last Will and issuing letters Testamentary thereon should not be sustained and the Decree of the Register of Wills revoked." Said Citation was declared to be returnable 20 days after service. A \l' copy of the Citation is attached hereto, identified as Exhibit A, and incorporated herein by reference. 4) As directed by the Citation, service of copies of the Notice of Appeal, the Preliminary Decree (with Petition attached), and the Citation were served upon John Beinhauer, Esquire, attorney for the Executor of the Estate, with accompanying letter, dated June 9, 2004, by first class mail, postage pre-paid. An Affidavit of Service has been filed in the within Estate Docket. 5) No answer to the Petition or Citation has been filed. WHEREFORE, the undersigned respectfully moves Your Honorable Court to grant the relief requested in the Citation, to wit: sustain the Appeal of Joseph C. Bolton and Grace E. Bolton from the Decree dated March 24, 2004, by the Register of Wills of Cumberland County and revoke the said Decree issuing Letters Testamentary upon a writing of the Decedent dated January 9,2004. Respectfully submitted, Date: ~~'ML c.. ~ I ~c-<:) \c Carl G. Wass, Caldwell & Kearn 3631 N. Front Street Harrisburg, PA 17110 (717) 232-7661 Court 10 No. 07268 103533 IN RE: ESTATE OF GEORGE V. BOLTON, II IN THE COURT OF COMMON PLEAS' . ORPHANS' COURT DMSION CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-2004-0280 CITATION WE COMMAND, you that laying aside all business and excuses whatsoever, you be and appear in your proper person before the Honorable Judges of the Court of Common Pleas, Orphans' Court Division at a session of the said Court there to be held, for the County of Cumberland to show cause why the Appeal of Joseph C. Bolton and Grace E. Bolton from the Decree dated March 24.2004. bv the Register of Wills of Cumberland County admitting to probate the writing dated Januarv 9. 2004. as Decedent's last Will and issuing Letters Testamentarv thereon should not be sustained and the Decree of the Register of Wills revoked. Citation shall be returnable 20 davs after service. A copv of the annexed Petition shall be served with the Citation. Witness my hand an official seal of office at Carlisle, Pennsylvania, this 2nd day of June, 2004. L()Jl'h . ^ Clerk, Orphans' Court Division f (( iJI) ~ Cumberland County, Carlisle, P A V ,f I My Co~s~o/l Expires on the 15t Monda . . January,c21.fdLM {f-" EXHIBIT A ..,.., .j. n ~ ~ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of George V. Bolton, II CUMBERLAND COUNTY PENNSYLVANIA N0.21-04-280 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 07/05/06 JUDGE'S INITIALS: TWO TIME STAMP DATE: 07/05/06 TN RE: Order of Court SERVICE TO: Thomas J Shrenk Carl G. Wass. Esa John Beinhauer. Esa METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 07/10/06 ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT Margi Wev au ls` Deputy Clerk of Orphans' Court t :. . "~:a FORM 93 . O. C. DIVISION IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS. COURT DIVISION IN RE: ESTATE } } } } } } OF No. 21-L4-280 of 2004 GEORGE V BOLTON (Deceased) CLAIM To the Clerk of Orphans court Division: Index and make proper entry in your official records of the claim of OMNIUM o li~ C)C) ~ c::::> ..on .:'., ,-- _.~ =-s ;--~ t-...) e::~ c:;;) -.I ...,., f'Ti CO WORLDWIDE, INC. for BANK ONE (Claimant), account # 4266849979067734, in the amount of $5,318.59 against the estate of the above named decedent. This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended. The said decedent, who resided at 4 PLAINVIEW RD, CAMP HILL, P A 17011-7928, died on March 16,2004. Written notice of this claim was given to JOSEPH BOLTON, 6353-1 BAY CLUB DR, FT LAUDERDALE, FL 33308 (Personal representative, if any, or counsel). February 7 , 2007 (Claimant) OMNIUM WORLDWIDE, INC. 7171 MERCY RD, SUITE 400 POBOX 6618 OMAHA, NE 68106 800-999-3778 (Claimant's Address) ;r. N -0 -- -- ~ N U1 ~ ~ r-. z 8 ~ 0 0 0 \ ~ ~ ..... ~ 5:e' -s Uz- ~ ~ ~ 0 ~ i ! C'\ ~ ~ ! 00 ~ .~ ... s ~ ;> ~ ~ s ~ c3e ~ ~o < ~ I fit ~ ~ .... Q- t N ~ ~ d r-. ~ Z ~ \ ~ - ... ~ US-ARM 25 RECOVERY MlIN'l'ERlNCE REeDSP 9:51:28 2/07/2007 ACXXXIlf: 97592936 PACD'1': CLIERr: CHASE BANK USA, N.A. -BANK ONE STANDARD .~ RBPt: 4266849979067734 S!l!US: ACTIVE STATUS RBASOM: 42-CLAIM FILED More... .DRESS IlI'OlIfmClt I I PB<II DI'OlII'lI(Jf I Pm mE: lRBA OD: PRIFIX: NtIID: - EmKSICB: - INSNBR ta>B: ClLL eml: caflJC'r INFOlIITICIf. I I WImGI: ENGLSH ADDRESS mE: PRMHOM RES': PRMRSP STRm: 4 PWNVIIf RD I t<Ift'ICl' mE: PRMCON PUPIl: msT U:GIORGI V ,tmallM: WT 1M: IJ>LQ. IlDHDBD: SUFFIX: em: CAMP HILL STA'l'E: PA ZIP CODI: ~ 7928 COUNTRY: us- ~ ca>&: MAIL - - SSN: 161340299 I MIlS I I CURRIH! BILMa: 5318.59000 "iRaMISBDPI!MIM!S: 0.00000 BlLItaS I I ADJUS'HNTS' I ~'BILINCI: 0.00000 fRIlaPII. PmIH'lS: 0.00000 PADaIS I I ACCXlJNT S'l'A'l1STICS I usmc BlWa: 5318.59000 .J<<& LISTIR; BlL: 0.00000 lfore.. . JCn.vm: S42 CLM eLM CLAIM FILED REPRES- FILE CLAIM WITH PROBATE: PROBATE CLAIM FORM PRBCRT-FILE CLAIM WITH PROBATE:PROBATE CLAIM FORM 102749 02/07/2007 09:51:28 102749 02/07/2007 09:51:24 102749 02/07/2007 09:47:19 !'OLt.Qf UP !DI: ..... . . I lCtt'M ~ I ... UP 1C'm1'f!: REVIEW FOLUJf UP DAft: 2/14/2007 ~ SDRCI .P3=Im F4=ftDPt r6=ADn CCIfICtP7=PP.mOUS C<lfDC'f ,.., aIfDC'1' ft=BIsDY 1'24:G1 mt . '-"l..LllU,J.........I... J,..............._ -- ----..l. One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/14/2007 WASS CARL G CALDWELL & KEARNS 3631 N FRONT STREET HARRISBURG, PA 17110-1533 RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 is due by: 3/16/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) 02: :2 Hd 91 L '.'''....7 d t~ !Jt,l~ Cumberland county - KeglsLeL V.L VUJ..J..O One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/14/2007 BOLTON JOSEPH C 6353-1 BAY CLUB DRIVE FORT LAUDERDALE, FL 33308 RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 is due by: 3/16/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. S;;;y~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel O...} .? If 1 91 \P~11 Lf\:~I'j (, .c, f,d (,Ui'. UUl Pa. D.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Name of Decedent: George V. Bolton, II a/kla George Vincent Bolton, II Date of Death: March 16,2004 File Number: 2004-00280 Pursuant to Pa. O.C. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . .. 0 Yes III No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Prior Letters Testamentary were revoked. New Letters of Administration issued on 1/23/2007. Prior executor and assets not yet located. Thus, at present, a straight answer to the question cannot be given. 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. 0 Yes 0 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? ............................... 0 Yes 0 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 March 21, 2007 r-- -s Capacity: OPersonal Representative III Counsel C") C"""-l Carl G. Wass, Esquire Name of Person Filing this Form 3631 North Front Street Address Harrisburg, P A 17110 717-232-7661 Telephone Form RW-IO rev. 10.13.06 ~ CALDWELL & KEARNS JAMES R. CLIPPINGER CHARLES J. DEHART. III JAMES L GOLDSMITH P. DANIEL ALTLAND JEFFREY T. McGUIRE" STANLEY J. A. LASKOWSKI DOUGLAS K. MARSICO BRETT M. WOODBURN RAY J. MICHALOWSKI -BOARD CERTIFIED CIVIL TRIAL ADVOCATE A PROFESSIONAL CORPORATION ATTORNEYS AT LAW OF COUNSEL RICHARD L. KEARNS CARL G. WASS JAMES D. CAMPBELL. JR. 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17110-1533 THOMAS D. CALDWELL. JR. 11928-20011 March 21, 2007 717 - 2.a;a:-7661 c ' .....:.; c_,' cfAX, 717::rl2-2766 'I 'ttiefirm@cald.Wellkearns.com .' =----~ (~) ~'.J . '; Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 r0 (,) Re: Estate of Bolton George V II File Number: 2004-00280 Ul o Dear Ms. Strasbaugh: The litigation which is contained in File No. 2004-00280 will indicate that there had been Letters granted several years ago to one Thomas Schrenk. Nothing was done by Mr. Schrenk except he has managed to take into his possession all known assets of the Estate of the decedent, AND has paid none of the debts or obligations of the Estate. The Court, upon Petition, has revoked the Grant of Letters Testamentary to Mr. Schrenk. Recently, near the end of January, 2007, the undersigned appeared in your office with the surviving brother of the decedent, and a valid Will, and Petition for and had issued Letters of Administration CT A. Since the time of his appointment, Joseph Bolton and the undersigned, have been endeavoring to locate the whereabouts of Mr. Schrenk (the former personal representative whose authority was revoked), without any success up to this point. We have had a similar lack of success in locating any available assets ofthe Estate, all of which seemed to have disappeared directly into the hands of Mr. Schrenk. In view ofthe foregoing, it is obvious that we cannot give a meaningful answer to the question as to "when" the administration of the Estate might be completed. Nevertheless, in order to satisfy the requirement of Rule 6.12, we are enclosing the report requested. Very truly yours, ~ Carl G. Wass CALDWELL & KEARNS CGW:th Enclosure cc: Joseph Bolton 115385 J Cumberland County '=---Register Ot W1IIS One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 04/27/2007 ;--.. ::j - ) r,-_) --J , F,: ..! -..,,. WASS CARL G CALDWELL & KEARNS 3631 N FRONT STREET HARRISBURG, PA 17110-1533 ;,.1 c.) , I RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: This notice is to serve as a reminder that the Certificate of Notice under Rule 5.6(a) is due on the below listed date. 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 I, 1992, the personal representative or his councel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 05/03/2007 Please feel free to contact this office with any questions you may have. If you have already filed your certificate, please disregard this notice. Sir~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register-Ot Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 C=2 , (?, :~--, I ~_J ( --....", -'''".1 -, ;, I " I , Date: 04/27/2007 -.J r"-..... ( .-) BOLTON JOSEPH C 6353-1 BAY CLUB DRIVE r,,) c.) FORT LAUDERDALE, FL 33308 RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: This notice is to serve as a reminder that the Certificate of Notice under Rule 5.6(a) is due on the below listed date. 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 councel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 05/03/2007 Please feel free to contact this office with any questions you may have. If you have already filed your certificate, please disregard this notice. sr~ ~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel I' CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 5.6(a) REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: GEORGE V. BOLTON, II Date of Death: March 16, 2004 Date Letters Granted: January 23,2007 File Number: 2004-00280 To the Register: I certify that Notice of Estate Administration required by Pa. O.C. Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 1 2007 Name: Joseph C. Bolton Trinity Evan~elical Lutheran Ch Wm. H. Nauss Post 143, Inc. U Mississippi Alumni Foundation Grace E. Bolton (deceased) Address: PO Box 39334, Fort Lauderdale, Florida 33339 2000 Chestnut Street, Camp Hill, P A 17011 206 Third Street, New Cumberland, PA 17070 PO Box 249, University, MS 38677 (If more space is needed, attach separate sheet.) No exceptions Notice has now been given to all persons entitled thereto under Pa. O.C. Rule 5.6(a) except: Date May 1, 2007 \~'J C'-J c" L.':- C'J I >- .-- C~:) (..~.:::..:.... t ......J Form RW-08 rev. /0.13.06 Capacity: IZJ Personal Representative 0 Counsel Carl G. Wass, Esquire Name of Person Filing this Form 3631 North Front Street Address Harrisbur~, PA 17110 717-232-7661 Telephone 'D (\i\ STEPHEN M. HLADIK, ESQUIRE ATTORNEY I.D. NO: 66287 KERNS, PEARLSTINE, ONORATO & HLADIK, LLP 425 West Main Street P.O. Box 29 Lansdale, PA 19446-0029 (215) 855-9521 "'--,). --I '--"""': . , -J ) :-~- .~ '" ., In Re: IN THE COURT OF COMMON PlEAS :~.~ CUMBERLAND COUNTY, PA \.L~ ORPHANS' COURT DIVISION REGISTER OF WILLS ESTATE NO. 21-04-0280 ESTATE OF GEORGE V. BOLTON, II, deceased. MOTION OF CENTRAL PENN PROPERTY SERVICES. INC.. TO COMPEL FILING OF PENNSYLVANIA STATE ESTATE TAX RETURN Central Penn Property Services, Inc., ("Central Penn"), by and through its undersigned counsel, hereby moves for an Order compelling the executor to file the final Pennsylvania State Estate Tax Return with regard to the above-referenced estate. In support hereby, Central Penn avers as follows: 1. The decedent, George V. Bolton, II, died on or about March 16,2004. 2. At the time of his death, he was the real owner of the property located at 4 Plainview Road, Lower Allen Township, Camp Hill, PA 17011 (the "Property"). 3. Upon information and belief, there were two mortgages encumbering the Property at the time of his death. 4. After his death, a will was probated and an estate was opened for George V. Bolton, II. Thomas Schrenk was appointed the executor of the estate, under Cumberland County Docket number 21-2004- 0280. t1 5. Thereafter, the first mortgage lien on the Property went into default and Susquehanna Bank commenced an action in Mortgage Foreclosure in this Court naming the executor of the estate (Thomas Schrenk) as a defendant. 6. Judgment in Mortgage Foreclosure was entered by this Court and a Sheriff's Sale of the real Property scheduled. 7. Thomas Schrenk was served with Notice of the Sheriff's sale. 8. The Sheriff's sale proceeded and Central Penn was the successful purchaser of the Property. 9. A Sheriff's Deed has been issued and recorded vesting title in the name of Central Penn. 10. Thereafter, Joseph C. Bolton filed a motion to have Thomas Schrenk removed as executor. This Court, by Order dated July 5, 2006, granted the Motion of Joseph C. Bolton, and removed Thomas Schrenk as Executor and deemed the will probated by Schrenk revoked. 11. Thereafter, Joseph C. Bolton probated the prior Will of George V. Bolton, II, under this docket number, and was appointed executor herein. 12. Further, Central Penn has obtained a final judgment in Quite Title confirming its ownership of the Property. A true and correct copy of the final Order is attached hereto and marked as Exhibit "A." 13. The Pennsylvania Department of Revenue was notified of the Sheriff's Sale and did not appear and bid. Further, the Department of Revenue never filed any exceptions to the Sheriff's proposed schedule of distribution of the funds paid in by Central Penn. 14. Nevertheless, there may be an open issue as to Central Penn's title to the Property by virtue of an Inheritance Tax Return not having been filed in either the prior estate or in this one. 15. Based upon the value of the Property and the decedent's debts, Central Penn has reason to believe that there would be no tax owing with regard to the real Property. 16. This title will remain clouded unless and until the executor in this estate files his final estate Tax Return. 17. Accordingly, Central Penn is filing this Motion to Compel the filing of a Estate Tax Return. This proceeding has now been opened for three months and no activity has occurred. The failure to act by the executor is prejudicing Central Penn at this point. 18. Counsel for Central Penn has attempted to contact Carl Wass, Esquire (attorney for the estate), but has been unable to speak with him concerning this issue. Accordingly, Mr. Wass has not consented to the relief requested herein. WHEREFORE, Central Penn Property Services, Inc., prays that this Court issue an Order compelling the executor Joseph C. Bolton to file the final Pennsylvania State Estate Tax Return with regard to the above decedent. A proposed order to such effect is submitted herewith. Respectfully submitted, Dated: 4-1 '() 1tJ7 Stephen M. I dik, Esquire Attorney for ntral Penn Property Services, Inc. STEPHEN M. HLADIK, ESQUIRE ATTORNEY I.D. NO: 66287 KERNS, PEARLSTINE, ONORATO & HLADIK, LLP 425 West Main Street P.O. Box 29 Lansdale, PA 19446-0029 (215) 855-9521 ESTATE OF GEORGE V. BOLTON, II, deceased. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION REGISTER OF WILLS ESTATE NO. 21-04-0280 In Re: CERTIFICATE OF SERVICE I, Stephen M. Hladik, Esquire, hereby certify that I served a true and correct copy of e foregoing pleading, on the persons below, via first class mail, on Joseph C. Bolton 6353-1 Bay Club Drive Ft. Lauderdale, FL 33308 Carl Wass, Esquire 3631 North Front Street Harrisburg, PA 17110 Date: 1:l~lln ~ Stephen M. Hladik, Esquire Attorney for Plaintiff IN RE: ESTATE OF GEORGE V. BOLTON, II,: Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-280 ORPHANS' COURT ORDER OF COURT AND NOW, this 8th day of May, 2007, upon consideration of the Motion of Central Penn Property Services, Inc., To Compel Filing of Pennsylvania State Estate Tax Return, a Rule is hereby issued upon Joseph C. Bolton, Executor of the above estate, to show cause why the relief requested should not be granted. RULE RETURNABLE within 20 days of service. BY THE COURT, J. Carl Wass, Esq. 3631 North Front Street Harrisburg, P A 17110 Attorney for the Estate Stephen M. Hladik, Esq. 425 West Main Street P.O. Box 29 Lansdale, P A 19446-0029 Attorney for Central Penn Property Services, Inc. r' __J --' I CJ , I , --, Joseph C. Bolton 6353-1 Bay Club Drive Ft. Lauderdale, FL 33308 Executor of the Estate -0 .....:l , '-1 <-,) :rc In Re: GEORGE V BOLTON II, DECEASED ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-04-0280 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 05-08-07 JUDGE'S INITIALS: JWO TIME STAMP DATE: 05/08/07 IN RE: ORDER OF COURT SERVICE TO: CARL W ASS ESQ STEPHEN M HLADIK ESQ JOSEPH C BOLTON METHOD OF MAILING: ENVELOPES PROVIDED BY: ~ USPS DRRR D HAND DELIVERED D OTHER_ ~ PETITIONER D JUDGE D CLERK OF ORPHANS COURT MAILED: 05-08-07 SERVICE TO: METHOD OF MAILING: ENVELOPES PROVIDED BY: D USPS DRRR D HAND DELIVERED D OTHER_ D PETITIONER D JUDGE D CLERK OF ORPHANS COURT MAILED: &. (1",* C ~~f Orphans' Court o IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-280 ORPHANS' COURT IN RE: ESTATE OF GEORGE V. BOL TON, II, Deceased NOT ICE TO PLEAD To: Central Penn Property Services, Inc. c/o: Stephen M. Hladik, Esquire KERNS, PEARLSTINE, ONORATO & HLADIK, LLP 425 West Main Street PO Box 29 Lansdale, P A 19446-0029 YOU ARE HEREBY NOTIFIED to file a written response to the enclosed Reply and New Matter within twenty (20) days from service thereof or a judgment may be entered against you. Respectfully submitted, CALDWELL & KEARNS By: Carl G. Wass, Es e Attorney I.D. #0726 3631 North Front Street Harrisburg, PA 17110-1533 (717)232-7661 !,",~._.) o :-n \~o : sc: 1-- C...:.:> --I =r: :~:~:'" -r,- ,__..... 1"'.) \..0 ,") ~-~1 -r' _:.... !"~ c-"! r0 N Carl G. Wass, Esquire Attorney I.D. No. 07268 CALDWELL & KEARNS 3631 North Front Street Harrisburg, PA 17110 717-232-7661 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-280 ORPHANS' COURT IN RE: ESTATE OF GEORGE V. BOLTON, II, Deceased REPL Y TO MOTION AND RULE ISSUED THEREUPON TO COMPEL FILING OF PENNSYL VANIA STATE EST ATE TAX RETURN AND NOW comes Joseph C. Bolton, Administrator, C.T.A., of the Estate of George V. Bolton, II, deceasedc by and through his attorneys, Carl G. Wass, Esquire and Caldwell & Kearns, P.C., and files the following REPLY and NEW MATTER: REPL Y TO AVERMENTS OF MOTION 1. Admitted. 2. Admitted. 3. Admitted. 4. It is admitted that a certain writing, purporting to be the Will of decedent, George V. Bolton, II, was admitted to probate by the Register of Willis of Cumberland County at docket number 21-2004-0280, and that Letters Testamentary thereon were granted to the person designated in the certain writing as the named Executor, to wit: Thomas J. Schrenk. 5. Admitted. 6. Admitted. 7. Neither admitted nor denied. The undersigned has been unable to communicatated with Thomas J. Schrenk and is without knowledge, information or belief as to the truth of the averment that Thomas J. Schrenk was served with a notice of the Sheriff s Sale and/or if service was made, the date of such service; therefore, if relevant to the Motion, proof thereof is demanded. 8. Admitted; however, by way of further answer, it is averred that the date of the sale by the Sheriff was on September 7, 2005, as more fully set forth in Cumberland County Deed Book No. 275, Page 1500. 9. Admitted in part, denied in part. It is admitted that a Sheriff s Deed issued by R. Thomas Kline, Sheriff of Cumberland County, was executed and acknowledged on October 13, 2005, and was subsequently recorded in the Office of the Recorder of Deeds of Cumberland County on June 26, 2006, at Deed Book No.275, Page 1500, providing for the "grant and convey to Central Penn Property Services, Inc.", those certain premises known as 4 Plainview Road, Camp Hill, P A 17011, title to which premises was formerly vested in George V. Bolton, II, the decedent. It is denied that title "vested" in the name of Central Penn either on October 13, 2005 (the date of the Sheriffs Deed), or on June 26, 2006 (the date the said Deed was recorded). 10. Admitted in part, denied in part. On May 26, 2004, the within Administrator, C.T.A. and his mother, Grace E. Bolton (now deceased), filed a PETITION FOR CITATION SUR APPEAL FROM REGISTER IN PROBATING WILL in the Office of the Register of Wills of Cumberland County, alleging inter alia, that the decedent, George V. Bolton, II, was not of sound mind at the time he drafted what was purported to be 3 his Last Will and Testament dated January 9, 2004, and requesting that the Letters Testamentary issued to Thomas J. Schrenk be revoked and the writing of January 9, 2004, purporting to be a Will of the decedent, be set aside. A citation thereon was issued on June 2, 2004, and was subsequently served upon Thomas J. Schrenk, by service upon his attorney, John R. Beinhaur, Esquire, on June 9, 2004. All of the foregoing events predated the aforementioned date of the Sheriffs Sale, date of the Sheriffs Deed, and date of the recording of the Sheriffs Deed. Following protracted efforts to resolve the question of the validity of the issuance of Letters Testamentary, a Motion was filed on June 28, 2006, requesting the Court of Common Pleas, Orphans' Court Division, Cumberland County, Pennsylvania, to issue a Decree revoking and setting aside the probate of the alleged Will of the decedent dated January 9, 2004, and revoking the appointment of Thomas J. Schrenk as Executor of the Estate of George V. Bolton, II. It is admitted that said Decree of Court was issued on July 5, 2006. 11. Admitted. By way of further answer, it is averred that a diligent search for the existence of a prior Will of the decedent, George V. Bolton, II, was undertaken and such a Will, was eventually discovered to be in the hands of the attorney who had prepared that Will dated July 19, 1996. After securing that prior Will from the attorney who had prepared it, and after securing a Renunciation from the named Executor, Fulton Bank, it is admitted that Joseph C. Bolton caused the said Will of the decedent, George V. Bolton, II, dated July 19, 1996, to be probated in the Office of the Register of Wills of Cumberland County. Said probate was made to the same Estate number as had previously existed with regard to the formerly probated but "set aside" Will of the decedent, and Joseph C. Bolton was appointed Administrator, C.T.A., of the Estate. 4 12. Admitted. 13. Neither admitted nor denied. The undersigned is without knowledge, information or belief as to whether or not the Pennsylvania Department of Revenue was notified of the sale of the real estate by the Sheriff, thus, if relevant to the Motion, proof thereof is demanded. 14. Admitted. It is admitted that there may be an open issue in the form of a potential lien against the said real estate of the decedent by virtue of no inheritance tax return having been filed by the then-named Executor, Thomas 1. Schrenk, whose appointment as Executor has been revoked and set aside. IS. Denied. Quite to the contrary, the Administrator, C.T.A. ,of the Estate of the decedent has reason to believe and therefore avers that there is and will be inheritance tax owing with regard to the real estate and other assets of the Estate of George V. Bolton, II. This belief and the averment based thereon is founded upon a copy of "DRAFT" of a Pennsylvania Inheritance Tax Return previously furnished to the Administrator, C.T.A. following the filing of the Appeal and Petition on May 26, 2004, and prior to the Decree of Court dated July 5, 2006, which revoked the prior Will. Said "DRAFT" provided by the attorney for Thomas J. Schrenk, revealed the existence of the within real estate, valued at $ I 19,000, and revealed also the existence of a variety of items of personal property having a total value exceeding $50,000 (including a certificate of deposit valued in excess of $24,000 and an IRA certificate valued in excess of $7,000). Furthermore, it is believed and averred that, as a result of the Sheriffs Sale, certain excess proceeds from the sale, over and above the sums due to the mortgagee/creditor were paid over to the then-Executor, Thomas J. Schrenk, whose 5 appointment as Executor has been revoked. A copy of the aforementioned DRAFT of the Pennsylvania Inheritance Tax Return is attached hereto, identified as Exhibit "A", and incorporated herein by reference. 16. Neither admitted nor denied. By way of answer or reply, the Administrator, C.T.A. avers the following; (1) the Executor of the Estate of George V. Bolton, II, to wit, Thomas J. Schrenk, has been removed and the alleged Will under which his appointment had occurred has been set aside, (2) that said Executor, Thomas J. Schrenk, has received all known assets of the decedent, George V. Bolton, II, (3) has paid no bills, debts or expenses of the Estate of George V. Bolton, II, (4) and has neither filed an inheritance tax return nor paid any inheritance taxes due from the Estate of George V. Bolton, II. The undersigned, Administrator, C.T.A., of the Estate of George V. Bolton, II, has in his hands neither any of the assets of the Estate of George V. Bolton, II, nor does he have any of the information pertaining to the nature of the assets of George V. Bolton, II. For additional information relating to the inability of the Administrator, C.T.A. to file an inheritance tax return or to pay any inheritance taxes, reference is made to the NEW MATTER hereinafter set forth. 17. It is admitted that Letters of Administrator, C.T.A. were issued to Joseph C. Bolton by the Register of Wills of Cumberland County in the within Estate on January 23,2007. Since that date, the required Notices of Beneficial Interest have been mailed as required by Pennsylvania Orphans' Court Rule 5.6(a), and a Certification thereof has been filed with the Register of Wills of Cumberland County. Additionally, diligent search has been made for the former, removed Executor, Thomas J. Schrenk, and, although addresses for the said Thomas J. Schrenk, at 304 Market Street, Lemoyne, 6 Pennsylvania, and 4 Plainview Road, Camp Hill, Pennsylvania, have been uncovered, both addresses are known to have been former addresses, and the present whereabouts of Thomas J. Schrenk has not yet been discovered. In view of the foregoing, it is averred that if there has been any failure to act by anyone causing prejudice to Central Penn, such prejudice has occurred on the part of Thomas J. Schrenk and such prejudice falls equally upon the Estate of George V. Bolton, II, and the Administrator C.T A. of the said Estate, Joseph C. Bolton, just as much as such prejudice may fall upon Central Penn. 18. No answer required. WHEREFORE, the Administrator, C.T.A. Joseph C. Bolton, respectfully prays your Honorable Court to dismiss the within Motion. NEW MATTER 19. By way of supplemental information to the Reply already entered, the Administrator, C.T.A., Joseph C. Bolton, avers that based upon the information made available to him and at his disposal, primarily the DRAFT of the Inheritance Tax Return previously provided to him, there are in existence assets having a value which belong to the Estate of George V. Bolton, II, but which are presently in the possession of the former, but now removed, Executor, Thomas J. Schrenk. The Administrator, C.T.A. has made and continues to make a diligent search for Thomas J. Schrenk in order to recover for the Estate those assets which have fallen into the hands of Thomas J. Schrenk. Your 7 Administrator, C.T.A. seeks to acquire the assets belonging to the Estate of George V. Bolton, II, so that the Administrator, C.T.A. can pay existing debts of the Estate and can pay expenses associated with the Estate (not the least of which is the unpaid funeral expense), and so that the Administrator, C.T.A. can make a proper report of the assets to the Pennsylvania Department of Revenue, and from those available assets pay the inheritance taxes due and owing in the within Estate. 20. The Administrator, C.T.A. respectfully avers that, though he believes that there exists assets of the Estate of George V. Bolton, II, and though he believes that there is a responsibility that a Pennsylvania Inheritance Tax Return must be filed, and though he believes that not only inheritance taxes must be paid but that expenses of the Estate must be paid, the Administrator, C.T.A. has no funds in the Estate from which any such report can be formulated and presented, nor from which any payments of any sort can be made to any person, agency or the Commonwealth of Pennsylvania. WHEREFORE, the Administrator, C.T.A. prays your Honorable Court dismiss the within Motion. Respectfully submitted: ~ Date: May 29,2007 Carl G. Wass, EsqUl Attorney J.D. No. 07268 CALDWELL & KEARNS 3631 North Front Street Harrisburg, PA 17110 717-232-7661 Attorney for Administrator, C.T.A. 8 , , "'.EV p 1500 EX +11-00) .w REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 04 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 20 NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 Iz W C W U W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Bolton, II, George V, DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 03/16/2004 06/04/1941 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) l!! :o:~~ UIll:U W&o OlEa: ~ 1. Original Retum 4. Limited Estate 2. Supplemental Retum OFFICIAL USE ONLY I 161-34-0299 THIS RETURN MUST BE FILED IN DUPLICATE 'MTH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 3. Remainder Return (date of death prior 10 12-1:Hl2) 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received 4a. Future Interest Compromise (date d death after 12-12.a2) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95 o 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes ME rhlz John R Beinhaur, Esquire Ww ~ i IRM NAME (If applicable) 8 ~ Beinhaur & Curcillo ELEPHONE NUMBER 717/651-9100 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) ~ 0 Separate Billing Requested ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property i:! (Schedule G or L) ~ 8. Total Gross Assets (total Lines 1-7) u ll! 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) 3964 Lexington Street Harrisburg, P A 17109 (1) 119,000.00 OFFICIAL USE ONLY (2) None (3) None DRA.FT (4) None (5) 50,726.19 (6) None (7) None (8) 169,726.19 (9) 8,010.51 (10) 53,086.66 (11 ) 61,097.17 108,629.02 (12) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 108,629.02 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116{a){1.2) z .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x i= g ... 17.Amount of Line 14 taxable at sibling rate x .12 (17) :IE 0 U S 18. Amount of Line 14 taxable at collateral rate 108,629.02 x .15 (18) 16,294.35 19. Tax Due (19) 16,294.35 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. :opyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 4 Plainview Drive 1---'--- CITY I STATE PA I ZIP 17011 Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount Total Credits (A + 8 + C) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 8. Enter the total of Line 5 + SA This is the BALANCE DUE. Make Check Payable fo: REGISTER OF WILLS, AGENT (1 ) 16,294.35 (2) 0.00 (3) 0.00 (4) (5) 16,294.35 (SA) (58) 16,294.35 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.................................................................................. ~ I ~: ~::::~ :h~e~~~;i:~:~:~~;~s~~~..~~~~~.~~:.~~:.~~~~.~~.~~~~~~~..~~.i.~.~~~~~~:..::..:::::....:..:::..::........:...................... d. receive the promise for life of either payments, benefits or care?.............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?...... ........................... ....................... ........ ............. ........ .......................... ....... 0 o o 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?....... ................................ .............. ....... ..................................... .................... 181 181 181 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 01 perjl6)l. I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, it is true. correct and complete. Declaration of preparer other than the personal representative is based on all information 01 which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS Thomas J. Schrenk SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN 304 Market Stree!; #5 Camp Hill, PA 1,011 DATE ADDRESS DATE ADDRESS DATE SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE John R Beinhaur, Esquire 3964 Lexin~on Street Harrisburg, PA 17109 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. 99116 (a) (1 )J. 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. . SCHEDULE A REAL ESTATE COMMONWEAL 11i OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER 21 - 04 - 20 04-00280 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which IJroperty would be exchanged between a willing buyer and a willing seller, neither being com~lIed to buy or sell, both having reasonable KnoWledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. Bolton, II, George V. ITEM NUMBER 1 4 Plainview Drive, Camp Hill, P A 17011 DESCRIPTION VALUE AT DATE OF DEATH 119,000.00 TOTAL (Also enter on Line 1, Recapitulation) 119,000.00 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAL lH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER 21 - 04 - 20 04-00280 ESTATE OF Bolton, II, George V. Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH 97.85 Susquehanna Federal Credit Union, Savings Account 2 Dodge Grand Caravan 16,775.00 3 Susquehanna Federal Credit Union, Checking Account 1,669.98 4 Susquehanna Federal Credit Union, CD 24,907.83 5 Susquehanna Federal Credit Union, Account # 337, Certificate Number 3581-IRA 7,008.61 6 Maxim Group, Account Number 56301829 74.75 7 Community Life Team 40.00 8 Pennsylvania Central FCU, Account Number 21622-012 47.12 9 Fulton Financial Stock, Account Number 18188121 r1'1 ) ~'2 C c;{"'\-.11./\/L4.,. -evt '2. i .'1'0 ~ 5/ 7-or j.~3 TOTAL (Also enter on Line 5, Recapitulation) 50,726.19 .* SCHEDULE H FUNERAL EXPENSES & ADMINISTRA11VE COSTS COMMONWEAL 1H Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bolton, II, George V. I FILE NUMBER 21 - 04 - 20 04-00280 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: Rolling Green Cemetery 670.00 2 Altar Vases 101.71 3 Flowers 84.80 4 Myers-Hamer Funeral Home, Inc. 6,996.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid 2. Attorney's Fees State Zip 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees Filing Fees in Cumberland County 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Advertising to Cumberland County Law Journal 75.00 2 Advertising to The Paxton Herald 83.00 TOTAL (Also enter on line 9, Recapitulation) 8,010.51 . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALlli OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bolton, II, George v. I FILE NUMBER 21 - 04 - 2004-00280 Include unreimbursed medical expenses. ITEM NUMBER 1 18 19 20 DESCRIPTION AMOUNT 19,426.44 Susquehanna Federal Credit Union, Personal Loan 2 Horace Mann Insurance Company - Homeowner's Insurance Account #37-001126372 314.00 3 Susquehanna Federal Credit Union Home Equity Loan 9,282.87 4 Susquehanna Federal Credit Union Van Loan 10,577.47 5 MCI, Account 2BZ93482 90.73 6 Pennsylvania American Water, Account 24-1123666-0 78.21 7 PP&L, Account 04860-81010 72.05 8 UGI, Account 196.34 9 Comcast, Account 09547 223985-03-2 84.47 10 West Shore School District 905.91 11 Bonnie K. Miller, Real Estate Taxes 500.55 12 Bonnie K. Miller, Personal Taxes 11.00 13 The Vermont Country Store 177.75 14 HOly Spirit Hospital 12.72 15 Horace Mann Insurance, Car Insurance 168.15 16 Discover Platinum 2,770.41 17 Visa Credit Card 960.88 Bank One 5,040.16 Chase C-k~ -_/ PHH Mortgage TOTAL (Also enter on Line 10, Recapitulation) 53,086.66 REV-1513 EX+ (9-410) . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bolton, II, George V. I FILE NUMBER I 21 - 04 - 20 04-00280 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE n_ "'_01 I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Thomas J. Schrenk Executor All the Estate 304 Market Street, #5, Camp Hill, P A 17011 Enter dollar amounts for distributions shown above on lines 15 through 18, 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET VERIFICATION Carl G. Wass, Esquire, hereby states that he is the attorney for the Administrator, C.T.A., in the administration of the within Estate; that he is authorized to and does make this Verification on behalf of said Administrator, C.T.A.; and that the averments, admission and denials made in the within Reply and New Matter are true and correct to the best of his knowledge, information and belief. The undersigned understands that the statements herein are made subject to the penalties of 18 P.S. Section 4904, relating to unsworn falsification to authorities. Date: May 29, 2007 ~'V(M Ca . Wass, Esquire CERTIFICATE OF SERVICE AND NOW, this 29th day of May 2007, I hereby certify that I have served a copy of the within document on the following by depositing a true and correct copy of the same in the U.S. Mails at Harrisburg, Pennsylvania, postage prepaid, addressed to: Stephen M. Hladik, Esquire KERNS, PEARLSTINE, ONORATO {k HLADIK, LLP 425 West Main Street PO Box 29 Lansdale, P A 19446-0029 CALDWELL & KEARNS BY~~ Register of Wills of Dauphin County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of George V. Bolton, II No ;ZI -U~ -OZ,$"~ also known as George Vincent Bolton, II ,Deceased Social Security No. 161-34-0299 who is/are 18 years of age or older appty(ies) for. "A" OR "B" BELOW:) ® A. Probate and Grant of Letters and aver that Petitioner is the executor named in the Last Will of the Decedent, dated July 19, 1996 and codicil(s) dated NO CODICIL HOWEVER Fulton Bank. the named Executor has renounced it State relevant Grcumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: ® B. Grant of Letters of Administration C.T.A. (c.t.a., d.b.n.c.t.e.: pendants life; durance absentia; duranta minodtate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following _ ,•~ _ ..~ ,._a ~,.•.... ~,c ~~ a~~ oName J Relationship Residence Joseph C. Bolton Brother 6353-1 Bay Club Drive, Fort Lauderdale Florida 33308 (COMPLETE IN ALL CASES:) Attach additional sheets it necessary. ~-~ `~ -n Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or pr~t~~resic~ftce r-_> <"~ .._, t . m ... -.. t-7 at 4 Plainview Road (Lower Allen Township) Camp Hill PA 17011 ` ` ' I (list etrasl, number arM munidpNiry) - G'7 ~ N .: a j Decedent, then 62 years of age, died March 16. 2004, at Holy Spirit Hospital Camo Hill. PA -}F_;.~-t - ` ~ ~ ..7 ~ ^.-.:.-. L: Decedent at death owned properly with estimated values as follows: ~ ~ o ; . ,,- r-, (If domiciled in PA) All personal property est ......................................................................._?$ 40 D00:00 -_ - ~.; (If not domiciled in PA) Personal property in Pennsylvania ............................................ $ -yam -- (If not domiciled in PA) Personal property in County ...................................................... $ Value of real estate in Pennsylvania ................................................................................................... $ 110.000.00 Total ..................................................................................................................................... S 150.000.00 Real Estate situated as follows: 4 Plainview Drive Cama Hill PA 17011 (Lower Allen Township) Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the aaaropriate form to the undersigned: Signature -Typed or printed name and residence ~~ ~~ Joseph C. Bolton, 6353-1 Bay Club Drive '~~C.. ~ . ~ ~.. a ~ Fort Lauderdale, Florida 33308 County -Rev. r Oath of Personal Representative Commonwealth of Pennsylvania County of The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the Decedent, Petitioner will well and truly administer the estate according to law. Sworn to and affirmed and subscribed `-• Y v before me this'~2n day of ~, 2007. DECREE OF REGISTER Estate of George V. Bolton, II, Deceased No. ~ ~..-~..~~~-2~ also known as George Vincent Bolton, II Social Security No.: 161-34-0299 Date of Death March 16, 2004 AND NOW, January _2007, in consideration. of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary ®of Administration C.T.A. (c.t.a.; d.b.n.c.l.; pendenle lile; duronte ebaenlie; duronle minodtats) are hereby granted to Joseph C Bolton - in the above estate and that the instruments, if any, dated Julv 19. 1996 oescnoea m me Petition be admitted to probate and filed of record as the las FEES Letters .................................. Short Certificate(s) ............... Renunciation ........................ Extra Pages ( )~ ~.~.`...... $a(~D.~O $ lam. v u $ 5•c~ $ is.~ $ IS, c11~ Codicil .................................. $ JCP Fee ............................... $ Inventory & Tax Forms ........ $ TOTAL .................... $ c~. lo? - (Tt~ 110952 Attorney: Carl G. Wass 0.~1J- LD. No.: 07268 Address: 3631 North Front Street Harrisburg, PA 17110 Telephone: 717-232-7661 DATE FILED: ~ ,,t3 07 Form RW-1 Page 2 012 (DaupMn County -Rev. 9/g2) +n< on< qc~~ q/e5 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office. for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10136373 No. ~/ _~. ~, /ff/1f/ Local Registraz MAR 1 9 2004 Date "+~~~~~ ~'~ ~' COMMONMIEALTH OF PENN8YLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS "* CERTIFICATE OF DEATH ^ INR kl n ~ r0 0 ,~J-~a '. . ~ ~ ~ $ '-~lC..~ C~ '_ ;_~ '_ .x7 n't N _ ) cn ~ N -^-' j ~ `i-i aTATM FILL MAmaR .~- ~'. C...J NAPE OF DECEDEM (PtM, YMela, LaN) SEX SOCIAL 6ECURITY NUMBER GATE OF (Mamb, Day. Vaay) +• Geor a Vincent Bolton II ,, Male ,. 161 - 34 - 0299 /r1Q refi /(o boo ADE(~~~~) (M~T9EAaDFM91RTN gRTNpIACE(CM7arq YuOIa paYa Nan Mtadm (IIaI,I, D~ylYaah Sled aFaalDn Caulh'1 otlrA: 62 Yom, Hbg. ~ A k w•» ^ w+e...^ Ih•eNl ^ COUNTY OF DEATH CITY. BORO, T1NP OF OEATN FACILITY NAME (If rc1 tMtlpMM, WYa ataal ane nunlbaQ DECEDENT OF NI9PANIC DRX8N7 - IrW«, , Wleu, Cumberland E. Pennsboro Na v«~ ^awa,eomJbcAwL 1eP.ary)~ ~• «: }-{u~ S I~;f f-{'os Ifa~ ~,.PYYmRICr1,Mt Wttite DECEDEMTB DCCIIPATpN DFBWRES9/MmU9TRY 1a NT EVER IN DECEOENI'$EDUCATION MAMTAL $TATU$•MMe«, 9URVMND SP0115E M rr U.9. ARMED FORCE97 Naval MalnM VMeorad. Mw,W••Yaenrl 11a 116. tt 11 NIA 5~(IJrsy ~eac~ier Education ''«^ "°~ ,J.NeverlFarried ,a am. DEDEDENrs ,Ta smPennsy vania 4 Plainview Road R~ ~ ~e ,h.~Y«,aacaMlMY«ein mower Allen mP. Camp Hill PA 17011 (9..tlMnaeoAe ewm. ^ ~~ +a ' onaWwYea) 176. eaaeY Cumberland drlweP'+ 17e. ~yAmm FA7NER'S NAME (FVaI, MMefa, LaM) MOTHERS NAME (FtM, MMda, Makin 6unal«) +~• J. Collier Bolton M.D. ,~ Grace Nauss JDa Joseph C. Bolton Jr. wF°RMA"rs"'"lu"DA°°RESS19b«'•an'rta,"•9Ma,nFCa.) tab. DATE OF pSP091TION PLACE OF dSP081TION-Naln ayCnrWy, Cnanamly LOCATION-CMyrtam. ,Z1p Csea ^ Buhl CnfniMlal (~alnoY•I pan RIMS ^ IM~+s. Y•rI aOMUr Pdw "~ °""~'^'> 2,s. ~-25-x+ raRolli Green Mem. Pk. ,, Hill PA 17011 SNJNATURE NERAL OR PERSON ACTMIO AS SUCH LICEt{$~tAly9F,B-L NAME AND ADDRESS OF:FACILIn Ta brMU V1L~J7 ~ _ PMaXLan nM avayebN M tlda M tlsam m (SDlut~a arm 7 ~ tlaa/I aeatlw M Md:d1la, 0aM aM Flaca Made. LICENSE•NUMBER «eMy Meaatll. Xd) (Maeh, DaY. rar) muM W ~• 27C. ~~ eAe P,analal4a ~, TAIEOF DEATH DATE PROTXJUNCED DEAD (MOIRI, pay, Vaar) WAS CASE REFERRED TO A MEDICAL EXAMINER AbR R9 u. /0~ cIL A M, /rlcYZ.~. fG 2ovy ~ r« ~ rb A. PART I: MMrar eMr•F yaWwr~aoMYa•wMoA a•rNar4n. a•••IWar med•MeYYy.••M.nreaWr• ~AppaM~ PART N: OMrr •IDrYEraemMUdla mMeOUWgmeaWl,bu WI•ayrrrr•a mar r•FblryrwM,MSeLamrl Mlw. .In1eNM ImllawedlD In tlM laleYlyVlO crw oNnmPART I. IMM®DNTe GDBE (Fbal : ~ rp y~ ed.«.aaalatuoll V'T n~h l~4u FArlv2 ). "a'~'pm°'~')~ a CCK ~i/v /GlC/(cr gcc~c~m7 Many.. daetgbdnladlad b. M ulMa. Endr INQERI.YYJO (DNawaMRMy ~. MIM tetNae av«d m 0•aMI)WT e. VFAB AN AUTOPSY WERE AUTOPSY FIFA)IN09 MANNER OF DEATH QATE OF INJURY TIME OF INJURY INJURY AT NORKT DESCRIBE MOW INJURY OCCURRED. PERFORNEDT AVAILABLE PRpR TO ~ ^ Farb, Dq,YM COMPLETION OF CAUSE NNUaI IloneClea OF DEATHi ACCNdIe ^ Pr191q mv«aOellun ^ Yq ^ No ^. Y« ^ Np r« Nb SuitlW ~+• Mq. K ]Oc. 1Ma ^ ^ ^ CaM+claearm«e ^ PLACE OF DAIURV -Atha«;Ird, MnM, Vie. MC.IM•M1 hslaY. aBl« LACATIONIStraM, ClyyTOwn,SNd). 'La lab, 7N. ~ CERTIFIER (CIIaMI anY ana) • ea~I~ alp a~a~q. ... SIGNA E AygTITLE OF CERTIFIER TolM bawl of mY~l~irbMrcWNMa1«Ml.a~mar«Yidi...:......~rm oompPMW bm 23) .............. ^ b. 2 ~ ~.' 'TOPROMNMOII~NCaM«Mi AND C[RIIFYMq PMYMICIAN IphYarJa~bam Pmnaala+4 OaMll x110 aMHympm«IW ne.un) LICE NUTA R DATE SIGNED (MaM, Day, Yar) aq'•^^a,•eM4 e«Ib aeuana MNm ydw.4m.rNM«a. uu ewmlM Caua~NUxW man«r«adtw ...................... ~7a M404 !)OG L 'MEDICAL EMI11Al1ERIW110NER NAME ANDADDRE38 OF PERSON WTIO COYPi.ETE CAUSE OF OEA HOU On Mu OWa «aaaMllaM« anNar mv«tlEatlal, d mr.WMO14 eaalh oceans m UIa tlma, eM•, rM Ieaa, and dw m Mu « (brA 27) TYW a Ate „maangMaWW .............:. ralal an0 ~OJ[.J7N M for-J~sr:. Aa7 ....................................................................................................................................... ^ (p 7. tb.eet Jtial 17 W ..... u REOIBTMRY EIDNA D MIMIE~rt DATE flLEp (MmN, pM, Yaar) r , '~ ~ . ~ . i _ r Q~ ~ y OF GEORGE V . BOLTON, I I ~;;, r ~~ _ c,-. ~ --~ -: ~ ! a C.. ~ ~ r I, GEORGE V. BOLTON, II, declare this to be my Last ~1,} a~i i :x~ E-~ N - Testament and hereby revoke all prior wills and codicils-.;fie b~ ~.~ -fir ~'~ ..:!:.1 <<~ t' i FIRST: My Executor shall pay from the residue of ~ estat~ ~'~~ all my debts, funeral and administration expenses and all estate, inheritance, succession and transfer taxes imposed by the United States or any state, territory or possession which shall become payable by reason of my death. It shall not be necessary to file any claims therefor, nor to have them allowed by any court. SECOND: I direct that all tangible personal property identified and described in my separate, dated, unsigned letter of instruction, which I shall place with my Will, shall not be removed from my mother's home located at 839 Country Club Road, Camp Hill, Pennsylvania, during her lifetime or so long as she is able to reside at such premises. Upon her death or permanent termination of residency at this home, such property shall be disposed of in accordance with my letter of instruction. Any items not distributed according to my letter of instruction shall be sold and the net proceeds therefrom added to the residue of my estate. SECOND: I give and devise the residue of my estate, real, personal and mixed, of whatever kind and nature, and wherever F situate at the time of my death, including any property over which ~~ a .' . LAST WILL ANb TESTAMENT OF GEORGE V. BOLTON, II I now have or hereafter may acquire a power of appointment, as follows: A. Twenty-five (25~) percent to my mother, GRACE E. BOLTON, if she survives me. B. Twenty-five (25~) percent to my brother, JOSEPH C. BOLTON, if he survives me. C. The remainder of the residue of my estate to be divided and distributed as follows: 1. Forty (40~) percent of such share to the TRINITY EVANGELICAL CHURCH, Camp Hill, Pennsylvania, to be used in the discretion of its official governing board. 2. Forty (40~) percent of such share to WILLIAM H. NAUS3 POST 143, INC., a non-profit corporation with its principal place of business at 206 Third Street, New Cumberland, Pennsylvania, to be used in the discretion of its official governing board. 3. Twenty (20~) percent of such share to the UNIVERSITY OF MISSISSIPPI ALUMNI FOUNDATION, University, Mississippi, to be used in the discretion of its official governing board. FOURTH: No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in my estate or any trust created herein in any manner other than by 2 .~ r , ! , LAST WILL AND TESTAMENT OF GEORGE V. BOLTON, II the valid exercise of a Power of Appointment. No part of any trust or my estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. FIFTH: I nominate, constitute and appoint FULTON BANK, Lancaster, Pennsylvania, Executor of this my Last Will and Testament, to serve without bond or security, and to make distribution of my estate in cash or in kind, or partly in cash and partly in kind, and in such manner as it may determine. I authorize, empower and direct it to sell and convey, by good and sufficient deed, in fee simple estate, any and all of my real estate, at public or private sale, for such price or prices, upon such terms and conditions, as in its judgment is best for my estate, and to that end to sign, seal, execute, acknowledge and deliver all deeds or other instruments necessary therefor, as effectively as I could do if I were personally present. IN WITNESS WHEREOF, I, f3EORC3E V. BOLTON, II, the Testator, have to this my Last Will and Testament, set my hand and seal this ~~day of ~.~„~~ 1996. r~ ~SEAL) EORC3E BOLTON, I Signed, sealed, published and declared by the above named Testator, as and for his Last Will and Testament, in the presence of us, who have hereunto subscribed our names at his request, as 3 ~i LAST WILL AND TESTAMENT OF GEORGE V. BOLTON, II witnesses hereto, in the presence of the said Testator, and of each other. The preceding document consists of this and three (3) other consecutively numbered typewritten pages. M ~1.~} `Q residing at ~, R/ hM efeS residing at ~2 Gr~af~S .O~P (P~- 4 t CONIIKONWEALTH OF PENNSYLVANIA ) SS.: COUNTY OF ~-~ ~ G"^" ) I, GEORGE V. BOLTON, II, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and ack owledged bef a me by GEORGE V. BOLTON, II, the Testator, this /~~ day of ~~~ , 1996. "~ ,.L Te tator lv~- Q/Gc.~ c sEAL ) Nota Public or Attorney-at-Law NOTARIAL SEAL ANN MARIE BONAWITZ. Notary Public City of Hamsburg, Dauphin County My Commission Expires Dec. 9, 1989 ... AFFIDAVIT CONIl~fONWEALTH OF PENNSYLVANIA ) COUNTY OF (~ µu p y ~~ i ss . We , ~ o.cejC N ~~~ ~~ and l_.CJ 12.1 ~N E C ~ ~,5. , the witnesses vyi2ose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that to the best of our knowledge the Testator was at that time 18 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 a,cao.C'2 ~ N, ~'~1~`'Q and [~_ORinnP ~4-aPrz S , witness s, this 1~Y-.~ day of ~~~` , 1996. Witn s ` (~~~~~ Witness (SEAL) Notar Public or Attorney-at-Law NOTARIAL SEAL ANN MARIE BONAWIR. Notary Public City of Hamsbur8, Dauphin County My Commission Expires Dsc. 9, 1989 01/22/2007 15:34 FA% 7172340857 CALDWELL & REARNS fdl002 r ~- . Register of Wills of Cumberland County BOND AND SURETY FOR PERSONAL REPRFSENTATIVE Estate of Georae V,~Bolton; TT No. 329051 Also lmown as C-some Vincent Bnl tnn ~ TT Deceased KNOW ALL BYTHFSEPRESENTS,tha~pt3eph C. .Bo1tGr~p~~p~(s)~ Penns National Mutual sa surety (sureties) are held and 5rmly bound unto ~n uranee o~~ns~lvania in the sum of wi 9t'}i+ ml,r,„sand dollars (~;ono ) to be paid to the Commonwealth, for which payment we do bind ourselves, joi~ly and severally, our heirs, ezeautors, adminislraton: and successors, the condition of this obligation being that if Joseph C. Bolton as (state ~due;~y ~pMyty) Administrator C.T.A. of the estate of George V _ Bol tnn; I T ,deceased, or any of thaw, shall well and truly administer the estate according to law, thm this obligation shall be void as to the personal repres~tative or representatives who ahall'so administer the estate and his ar their surety or sureties; but otherwise it shall remain in fuA force. Signed and sealed this 22nd day of January . ~ 7 _ each intarding to be legally bound >}ereby. S' o onal Reproaentative Jo eph C. Bolton Signature of Personal Representative Signature ofP Representative (Seal) rgoadue o nding Ag Glend J Auk , Attorney-in-Fact l~(10^ ,~~ J ~'Hd~10 ~~! `~1~131`J ~s .6 wn £z ~vr tone s,, s ; ~~ i _.. ~JV~JV ua1!J~Ja~' ~EDIATSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY Harrisburg, Pennsylvania POWER OF ATTORNEY Know All Men ]By these Presents, That PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY, a corporation of the Commonwealth of Pennsylvania, does hereby make, constitute and appoint DONALD E. ENDERS JR, JAMES C.13NDERS AND GLENDA J. AUKER, ALL OF HARRISBURG, PENNSYLVANIA (EACH) its true and lawful Attorney(s)-in-Fact to make, execute, seal and deliver for and on its behalf as surety as its act and deed: ANY AND ALL BONDS AND UNDERTAKINGS PROVIDED THE AMOUNT OF NO ONE BOND OR UNDERTAKING EXCEEDS THE SUM OF ONE MILLION DOLLARS ($1,000,000.00)____________________________________________ -------------------------- POWER AND AUTHORITY HEREBY CONFERRED SHALL HEREBY EXPIRE AND TERMINATE WITHOUT NOT], AT MIDNIGHT OF THE 31sT DAY OF DECEMBER 2010, AS RESPECTS EXECUTION SUBSEQUENT THERETO. And the execution of such bonds in pursuance of these presents shall be as binding upon said Company as fully and amply, to all intents and purposes, as if they had been duly executed and acknowledged by the regularly elected officers of the Company at its office in Harrisburg Pennsylvania, in their own proper persons. This appointment is made by and under the authorization of a resolution adopted by the Board of Directors of the Company on October 24, 1973 at Harrisburg, Pennsylvania, which resolution is shown on the reverse side hereof and is now in full force and In Witness Whereof• PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY has caused these presents to be signed and its corporate seal to be affixed on OCTOBER 7 2005 4i~ 3as~ ! i `l AYy;,k'~ 1..~ •~ PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE C Kenneth R. Shutts, Executive Vice-President, Secretary & General Commonwealth of Pennsylvania, County of Dauphin - ss: On OCTOBER 7, 2005, before me appeared Kenneth R. Shuns to me personally known, who being by me duly sworn, did say th he resides in the Commonwealth of Pennsylvania, that he is Executive Vice-President, Secretary & General Counsel of PENNSYLVA IA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY, That he is the individual described in and who executed the preceding instrument, and that the seal affixed on said instrument is the corporate seal of said Company, and that said instrument w signed and sealed on behalf of said Company by authority and direction of said Company, and the said office acknowledged said instrument to be the free act and deed of said Company. +~.~.~~ ,~'~ ~~ ~ Commonwealth of Pennsylvania, County of Dauphin - ss: Notary Public Notarial Seal Jacqueline A. Ellis, Notary Public City Of Harrisburg, Dauphin County My Commission Expires Dec. 19, 2005 I, Michael F. Greer, Vice President, Surety & Fidelity of the PENNSYLVANIA NATIONAL~MUTUAL CASUALTY INSURAN COMPANY, a corporation of the Commonwealth of Pennsylvania, do hereby certify that the above and foregoing is a true and cor copy of a Power of Attorney, executed by the said Company, which is still in full force and effect. In Witness Whereof I have hereunto set my hand and affixed the corpo eal of said on Jan ary 2 2 , 2 0 0 7 ~l~ V'ce Presi a ,Sur Fidelity IMPORTANT NOTICE: This border must be RED in color. If it is not D, this is not a rtifled p .Telephone us at Area Code 717-255.6870. - 78-190 (Rev 05/02) ,. ~ •paxt~s Bllsnusuz u~nouT se Taa,~a pus aaao,I auiss auk q~?nn ~usduio0 auk uodn ~utpu?q pus p?Ise aq o~ `Busduio~ auT 3o Isas Isu?~?ao auk pus aaa?~O gans 3o aan~su~ts Isur~uo auk ss ,fusduzo~ auk ~fq pa~dops ~fgaaau ~u?aq `aa~8aaau ao aao3o~aaau aau~aun~ pasn os uaum Isas pus a m~eu~?s Bans `o~aaau3 pa~siaa ao ,Toaaau~ aan~su au3 u? uoi~s~?Iqo uaT -T?.u~n .xau~o ao ~T?uuiapu? 30 ~asaTuoa `aausz?u~oaaa `~urxs~.zapun `puoq ~fus 30 uo?~naaxa auk ao3 uan?.~ uo?~sat~?~aao ao ,fauaoT3s 3o aan~od ~fus oT aI?ux?sas3 ~fq paxi~s aq ~suz Isas ~fusdLUO~ auT pus ~fxs~aaaaS TusTs?ss~ Tuaut~sdaQ ao ~S.zs~aaaaS Tusks?ss~ ~fus 3o ao aaa?gyp cans Bus ,Io aan~su~?s auk (E) pus `.~usduio0 auT 30 ,Ilsgaq uo sTuasuoa pus scan?snn aTnaaxa oT .CTuouTns uT?m Tos`~-u?-s~fauaoTTF~ pus `ssaaoad ,Io aausTdaaas ao3 sTua~s `sus?poTsna IoaTuoa -Tu?of 3o sTuauiTu?oddB auT a~onaa pus Tu?odds ~fsuz ~Cusduio~ auT 3o saaat3 30 Mans 30 Sus (ti) pus :oTaaauT paTsiaa ao 3oaaauT aanTsu auT u? suo?Ts.~?Iqo uaTT?T~ aauTo pus ~T?uuiapu? 3o sTasaTuoa `saausz?u~oaaa `sou?~sTaapun `spuoq `oTaaauT Teas s,~usduzo0 auT xt~s pus `~fusduio~ auT ,?o ~Isuaq uo aTnoaxa oT pus `~fauaoTTs ,?o saamod an?Taadsaa atauT ut paT?ut?I ao paugap s8 ~fT?aouTns pus aan~od uT?~ sTua~s ao Tos,3-u?-s~fauaoTTfl `3o sTuautTutodds auT a~onaa o3 pus `Tu?odd8 oT aan~od ansu Ilsus ~CisTaaaaS TuauiTasdaQ ~fus ao `~SasTa.xoaS auT `Tuap?sacd as?n bus `Tuap?sand auT (T) Tsui `Q~ZOS~2I EG6T `pti aagoToO uo ,fusduzo~ aausansul ,~Tlsns80 IsnTny~ Isuo?TeN stusnl~Ssuuad ;o saoTaaa?Q 3o pzsog auT ~fq paTdops I~IOISIl'IOS~2I Cuurnt3~t2 ~.. RNA Register of Wills of $~ ~&~ County, Pennsylvania RENUNCIATION Estate of GEORGE V. BOLTON. II NO~ ~~-Q1-{-Q~ also known as FULTON FINANCIAL ADVISORS, N.A. The undersigned, Fulton Financial Advisors, N.A., successor to Fulton Bank, Executor (Name) (Relationship) (Capacity) of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to Joseph Bolton Witness my/our hand(s) this 28th Affirmed and subscribed before me -this 28th day day of September 2006 of September, 2006 )` CommonMrealtlt of Penneylvanla Notary Public NOTARIAL SEAL My Commission CINDY L. OI.ENA, Notory Pnbllc Expires: , I,~,piq~yt, PA MAV 1010 ice r i (signature) One Penn Square, Lancaster, PA 17604 (Address) (Signature) (Address) Affirmed and subscribed before me this day of For the Register (Signature and seal of Notary or other official qualiFed to administer oaths. Show date of expiration of Notary's commission.) (signature) ,Deceased (Address) C'~ Q `> J >.° NOTE: Renunciations executed outsid3th~ffice of~e _ `i ~-'> ' ~ ~ ~ Register of Wills are required in someea~k~o be ~ notarized ~> rz-~ rv ` . > ~i ~ C'7 ~ ~ ' _~n~ f~j ' ,^ n " `~ r ] ~ l T Ss. J C _." C_7 r 4 JAMES R. CLIPPINOER CHARLES J. DEHART. III JAMES D. CAMPBELL, JR. JAME9 L. GOLDSMITH P. DANIEL ALTLAND JEFFREY T. Mc GUIRE• STANLEY J. A. LASKOW SKI DOUGLAS K. MARSICO BRETT M. WOODBURN RAY J. MICMALOWSKI DOUGLAS L. CASSEL •sOARD CERTIFIED CIVIL TRIAL ADVOCATE CALDWELL &KEARNS A PROFESSIONAL CORPORATION ATTORNEYS AT LAW OF COUNSEL RICHARD L. KEARNS 3631 NORTH FRONT STREET CARL G. WASS HARRISBURG PENNSYLVANIA 17110-1533 , THOMAS D. CALDWELL. JR. 11®26-20011 January 31 2007 , 717-232-7661 FAX: 717.232-276a thS}If(T1OC81d W Bllkeems.COI11 Christine Johnson Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of George V. Bolton, II No. 2004-00280 Dear Ms. Johnson: You were very kind to me and to my client when you permitted us to receive the Letters of Administration C.T.A. in the above-referenced Estate on condition that we promptly provide you with an original Florida Death Certificate for the mother of George V. Bolton, II. We did then appreciate your courtesy and forbearance and we are still appreciative. Enclosed herewith is that Florida Death Certificate. If you have any questions, please feel free to communicate with the undersigned. Again, thank you. Very truly yours, ~-~ Carl G. Wass CALDWELL &KEARNS CGWah Enclosure cc: Joseph C. Bolton 113222 ssr^„'"[~",--w',~5~~r~hiu,~~.+~j,,; r ,aura ' STATE OF FLORIDA r;~ - - .._ ~ ~~w . r~- -- _ s OFFICE of V~ AL STATISTICS ~ER~'IFI~D COPY p Tmnm al &AG4 alN. t ti ~'rro. ~`"",°"`"' FL#pq CEF2TiFICATE QF '~ 4E ~ , AAT~ M Nt'S MIME fF1gl '~K~,v~lalNtl ~ ~N'. i~, ce~],b i 114 1 i ~ ~' ~ ~~ , -- . i # eimn lManrq oaM rivJ . ~ ~. t; I I.ME.I.FM ~4Y11ar , n, ~w A ' cember 31 ,o',~ifl; ~lr...a ~ ~+ u~r. ~. s, ,~rat+rW srccurutt rvutreEq ~ elmHr IGaY 4bSWN a t CanRkl: r r ` , r r~ ~~ ~~-24-&462 ~ ~° ~ ~' 4. Cb oa r : ~ ~ ; e ~ ENrDEATIf van ru~ro~! wsnlta,~: .~~waue,a `: E""te H , r r, ~ ~ ~ ~~'~ ~ r ~ ' r ,w,r r "rT"~^I NON~M6~gTAf~ :. 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TUE 9P rt4+UNr c7 ai ; NVI~It1 ~ ~i~rYFww, . ~ r„ ~~ n i r li it I Q~ ' " ~ f ( - r ~ I 19 i ri ii ~~ ~ ~ ~ ii ii ~ ~~ ~ ~ f i s.Y ~~~~ r ,, 1q I i V i ~ i~ i F ~ ~ ~i I ~ rF 1 i ` lit ~~+ ~ P ~1 + ~ ~ , . ~i l11 I I III 11 * ~ I ~ ~ L ~~ i1~ ~I~P'"!~R ~Aw L. .,.s ~ ~"~'a~R q / ..r,,,.. . v.., r ~'xA~ir v0. ir.. t i/ .~~ "~ " ~ < r w, 4 rf c" ~ ~~~~ - r _ aA i7rl ~:~.,~ ems; IInII __ n i v iu F s ~' m~ ~Mnr n/s e, m. o ~tE~~mr C m ,. 4 .. f I I~I~ II~II IL^I IIII~ II~II I~III'I II II 3 2 3 4 7417 ~ ., ~ ~ II~II~~III~~~~I~I *-3 2 3 4 7 4 1 7* ' ..... '. IN RE: ESTATE OF GEORGE V. BOLTON, II,: Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-280 ORPHANS' COURT ORDER OF COURT AND NOW, this 28th day of June, 2007, upon consideration of the Motion of Central Penn Property Services, Inc., To Compel Filing of Pennsylvania State Estate Tax Return and Joseph C. Bolton's Reply and New Matter, a hearing is scheduled for Thursday, August 9, 2007, at 11 :00 a.m., in Courtroom No.1, Cumberland County Courthouse, Carlisle, Pennsylvania. BY THE COURT, Carl Wass, Esq. 3631 North Front Street Harrisburg, P A 17110 Attorney for the Estate Stephen M. Hladik, Esq. 425 West Main Street P.O. Box 29 Lansdale, P A 19446-0029 Attorney for Central Penn Property Services, Inc. Joseph C. Bolton 6353-1 Bay Club Drive Ft. Lauderdale, FL 33308 Executor of the Estate :rc Vd 'O~ :btW~n:) ltlnO:) S,N'v'Hd80 :10 >ltJ3l:) S fJ :01 WV 6 Z Nnr tOOl "" ~, 1'-. '; Hfi\ :;.~J ']'1" I() n::j(lur,r~::l'-! JvlJJv' U....J\.JUV\..i-'1..l v ....' .... In Re: GEORGE V. BOLTON II ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-04-0280 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 06-28-07 JUDGE'S INITIALS: JWO TIME STAMP DATE: 06-29-07 IN RE: ORDER OF COURT ~ ... " " ... ... " .. .. ... ... ... .. .. .. .. ... .. ... ... .. ... .. .. .. .. ... ... .. ... ... ... ... ... ... ... ... ... ... ... ... ... ... .. .. .... ... .. ... .. .. ... ... ... .. ... ... ... ... ... ... .. .. .. ... .. .. .. ... ... .. ... ... ... .. .. ... .. .. .. .. ... ... ... .. '\ .. ... .. .. .. .. ...... .. ... .. .. .. .. .. .. .. .. .. .. .. .. ... ... ... .. .. ... .. .. ... ... ... .. .. ... .. SERVICE TO: CARL W ASS ESO STEPHEN HLADIK ESO JOSEPH C BOLTON ENVELOPES PROVIDED BY: METHOD OF MAILING: [8J USPS DRRR D HAND DELIVERED D OTHER_ D PETITIONER [8J JUDGE D CLERK OF ORPHANS COURT MAILED: 07-02-07 ......""""""".....""..........,....""""",..."...,....""","....",.....................,..,......"""""....""""""""",..."",.."".."" SERVICE TO: METHOD OF MAILING: ENVELOPES PROVIDED BY: D USPS DRRR D HAND DELIVERED DOTHER_ D PETITIONER D JUDGE D CLERK OF ORPHANS COURT MAILED: ~~~, ~urt ~ 0.0 \ ~ - ~ c:-J ~ ... .! ~ o = 0\ ~ Vi I!.~ ell = .... = ;.. .... Q,l- ;; -.... :E l~- =-- ell ... = a u . -~ t: o Q,l ~ ~ .~ e=-- Q p:: e .;. ~l!i .... 0.... ..9 u S :>. ... 0 -:r' 1i" ~ Ou e .... 8 - ~ 9 100"0 :l = t.'...J ... o = ~ ~ Ui: '> Q,l Q,l ,.e&J , .... e ~ \ = :l ....U \ :>. .... g 0 t: 0 0 -5 Z 0 0\ .... 0.- .... ~ , . ui > ~ o )~.? ~ ~ 0 .r::- r---.:> = = --' :P- c: GJ I \.0 -0 - .~ 'B :::.l. ~ IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF ORPHANS' COURT DIVISION GEORGE V. BOLTON, II NO. 21-04-280 IN RE: MOTION TO COMPEL ORDER OF COURT AND NOW, this 9th day of August, 2007, upon consideration of the Motion of Central Penn Property Services, Inc., To Compel Filing of Pennsylvania Estate Tax Return, and following a hearing at which the Estate was represented by Carl G. Wass, Esquire, the moving party, Central Penn Property Services, Inc., was represented by LaToya C. Winfield, Esquire, and at which testimony was received from the prior executor in the estate, Thomas H. Schrenk, raising certain questions as to the disp~ition~f c:::o -J assets of the estate and payment of debts of the e~~he, ~d 1 1;: h; pursuant to an agreement of counsel, the record sh~!4~em~n '~~~~ open for a period of 10 days to afford counsel an j~' :D--i opportunity to discuss whether an additional period of ::r- =:.: hearing would be appropriate, and the Court will schedule such a proceeding upon motion within that 10 day period. In the event that no such request for a further proceeding is made, the record will be deemed automatically closed without further Order of Court, and the Court will enter an order upon the motion of Central Penn 6 .. W -J >>- Property Services, Inc., without further proceedings. It is noted that counsel for the estate has requested that the stenographer file a copy of the transcript of the notes of testimony from today's proceeding. By the Court, Carl G. Wass, Esquire 3631 North Front Street Harrisburg, PA 17110 For Estate LaToya C. Winfield, Esquire 1719 North Front Street Harrisburg, PA 17102-2392 For Central Penn Property Services, Inc. Joseph C. Bolton 6353-1 Bay Club Drive Ft. Lauderdale, FL 33308 Executor of the Estate :mae In Re: ESTATE OF GEORGE V BOLTON II ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYL VANIA NO. 21-04-0280 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 08/10/07 JUDGE'S INITIALS: JWO TIME STAMP DATE: 08/10/07 IN RE ORDER OF COURT """""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" SERVICE TO: JOSEPH C BOLTON LATOY A C WINFIELD ESO CARL W ASS ESO METHOD OF MAILING: ENVELOPES PROVIDED BY: [8J USPS DRRR o HAND DELIVERED o OTHER_ o PETITIONER [8J JUDGE o CLERK OF ORPHANS COURT MAILED: 08/10/07 """""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" SERVICE TO: METHOD OF MAILING: ENVELOPES PROVIDED BY: o USPS DRRR o HAND DELIVERED o OTHER_ o PETITIONER o JUDGE o CLERK OF ORPHANS COURT MAILED Deputy Clerk of Orphans' Court IN RE: EscfATE OF GEORGE V. BOLTON, II,: Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL V At\rIA ORPHANS' COURT DIVISION NO. 21-04-280 ORPHANS' COURT ORDER OF COURT AND NOW, this 20th day of August, 2007, upon consideration of the attached letter from Carl G. Wass, Esq., a further hearing on the Motion of Central Penn Property Services, Inc., To Compel Filing of Pennsylvania State Estate Tax Return and Joseph C. Bolton's Reply and New Matter, is scheduled for Monday, November 19, 2007, at 1:30 p.m., in Courtroom No. I, Cumberland County Courthouse, Carlisle, Pennsylvania. BY THE COURT, Carl Wass, Esq. 3631 North Front Street Harrisburg. P A 17110 Attorney for Joseph Bolton Stephen M. Hladik, Esq. 425 West Main Street P.O. Box 29 Lansdale, P A 19446-0029 Attorney f~)r Central Penn Property Services, Inc. John R. Beinhaur. Esq. 4650 Fritchey Street Harrisburg, P A 171090 r-- \.c :rc I . \. J ..JAMES R CLIPPINGER CHARLES ..J. DEHART. III ..JAMES L GOLDSMITH P. DANIEL ALTLAND JEFFREY T, McGUIRE- STANLEY ..J. A LASKOWSKI DOUGLAS K. MARSICO BRETT M. WOODBURN RAY ..J. MICHALOWSKI ..JAMES P BARKER CALDWELL & KEARNS ATTORNEYS AT LAW OF COUNSEL RICHARD L KEARNS CARL G. WAS 5 .JAMES D CAMPBELL. ..JR. A PROFESSIONAL CORPORATION 3631 NORTH FRONT STREET HARRISBURG. PENNSYLVANIA 17110-1533 THOMAS D. CALDWELL. ..JR 11928- 20011 717-23.c~-7661 -BOARD CERTIFIED CIVIL TRIAL ADVOCATE August 16. 2007 FAX: 717-232-,~766 thefi rrn@caldw3I1kearns.com The Honorable J. Wesley Oler. Jr. Cumberland County Courthouse One Courthouse Square Carlisle. PA 17013-3387 Rc: ESlllte of George V. Bolton, 11 Cumberland County Orphans' Court Division 21-04-280 Dear Judge Oler: I suspect that it will not surprise you to know that I am availing myself of the "window" which you atlorded in your Order of August 9, 2007, to wit: that I might have the opportunity to request additional hearing with regard to matters raised at the hearing before Your Honor on August 9, 2007. I have met with Mr. Beinhaur and have shared with him the substance of the testimony which was put forth by Thomas Schrenk on August 9. Mr. Beinhaur vehemently disputes most of the testimony proftCred by Mr. Schrenk and believes that, inasmuch as that testimony is a matter ofrecord in the Estate file, he needs to appear, present his testimony and produce a record which is complete. Thus, most respectfully. I request that an additional hearing be scheduled flJr the purpose of n:celving testimony from Mr. Beinhaur. 1 \vill be out of town through Wednesday (August 22) of next week: Mr. Beinhaur \vill be out of town the following tvvo days (Thursday and Friday): and. neither Mr. Beinhaur nor I would be available Monday. August 27 or the 30th and 31 ,[ of August. \Ve <.;h,~ll 'i,.'-')il '-l'pr \;i:h.:ch,linl! Order . ~ Respectfully yours. ~~ Carl G, Wass CALDWELL & KEARNS CGW:th cc: LaToya Winfield, Esquire Stephen M. Illadik, Esquire Joseph Bolton John R. Ikinhaur, Esquire 12 L;:,3 ,1. 1("1 7 ,"I .' 1,;1 2C()] ORI'II.'\NS' COURT DIVI\I()]\ COLRT 01: C01vIf\10N 1'1 1,,\\ 01 CUMBIRI,\!\:1J COI'\IY !'I:NNS\'jV;\NI\ !'II<'l' I'"ldle' ,)\'( IL()lcL V. B()ltOlL II ( ) 1<' I) 1 1<. 1)\ II .i I !)( r 1 ...., 1'\ 1 T 1 \ IS i I \ II ,,1\ \ II' I) \ II !" 1<' 1 ~ I 1\ \ I( 1 I( I NO. :2 I-04-0:2~() CERTIFICATE OF SERVICE OF OIWER ~- "O-I)! --~.,--- --..------------------ ------ J~H.L______~___ 11~-:2 \ -1)7 ~ml2lB_tlf COLIIT_________ (;lllnW~ISS_ ______ ------ -- -- --- - Sll'ph_Ln_~L1IIadth_ ___ _ ___ -.--- .I()!11l R. Iklllhaur - -- -- \11.111(1)(11 \l\ILI]\\j n__ __ ______ ____ ,---- INVIIOI'IS I'ROVII)ID BY - - ,---- - --.. ---- - _n __ r--=: ; ,,-'! )...... L.:.... \ ,.....,.l o 1<.I,~I\ o II\',\) I)III\HU~J) LJ (111!IR o l'I-TITIONI:R o .IU[)(JI: [2;J CLlRI( 01 ORI'I L\'\S 1111 1<. 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CW _ _ Cl ~i::: 'iil '61 w ~ U1 ::j:I:: E-iM IJril~ rilO (f)o:::r-- ~~rl o ::r::E-i~ E-irilP-i ~ ::'::O:::ril ffi~~ 0::: 0 ::r::~~ uoril (f)MH II: w :c I- C o ffi Vol Vol w 1-11: wC VolZWCl Vol:l:e:CCl ~~Vol~!;1 g:oc:ccw:l: cl;~~g; !Zz:E~"" ~ffi~~:= ~I-:c-W ....ll..C,,)uj.... ~~:::lCl~ Vol I-CI.l I-Z ZI-CC:::l D~~I' o~ - '- - .. - = = - .- = <",.,,_,1" .4 ":-i / In Re: Estate of BOL TON GEORGE V II ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00280 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: SCHRENK THOMAS J Counsel for Personal Representative: BEINHAUR JOHN R Date of Decedent's Death: 3/16/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is herebygiv~n oy that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the deJinquent personal representative or counsel for the delinquent personal representative. Date: 4/3/2006 ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File ' . >l INDEX TO WITNESSES DIRECT CROSS REDIRECT RECROSS FOR THE ESTATE Thomas J. Schrenk 3 26 ********************************** INDEX TO EXHIBITS FOR THE ESTATE MARKED Ex. No. 1 - draft inheritance return 4 2 ADMITTED 27 . ~ 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 THE COURT: This is the time and place for a hearing on the Motion of Central Penn Property Services, Inc., To Compel Filing of Pennsylvania Estate Tax Return, and Joseph C. Bolton's Reply in New Matter at No. 21-04-280 Orphans' Court. We will let the record indicate that the counsel for the estate, Carl Wass Carl G. Wass, Esquire, is present in court, as is LaToya C. Winfield, Esquire, representing Central Penn Property Services, Inc. Mr. Wass, and Ms. Winfield, go ahead. MR. WASS: Very well. Your Honor, we call Mr. Schrenk. Whereupon, THOMAS J. SCHRENK having been duly sworn, testified as follows: DIRECT EXAMINATION BY MR. WASS: Q Would you state your full name, please, and spell your last name? A Thomas J. Schrenk, S-c-h-r-e-n-k. Q And, sir, what is your current residence? A 352 Market Street, 2-F, Lemoyne, Pennsylvania. Q Is that an apartment? A Yes. Two F is the second floor. Q A second floor apartment. And do you have a 3 .. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 telephone number where you can be reached, sir? A Yes, I do, 717-433-6593. Q 6593? A Right. Q Did you know the deceased, George Bolton, II? A Yes, I did. Q And after George died in 2004, were you brought over here to the Cumberland County Courthouse, and did you qualify as the executor of his estate? A Yes, I did. Yes. Q And who was your attorney in that proceeding? A Mr. Beinhaur, John Beinhaur. Q And is that B-e-i-n-h-a-u-r? A Yes. Q And he's an attorney in the Harrisburg community? A Yes, he is. Q Do you have in your possession a copy of a draft of an inheritance tax return that I shared with you in this courtroom a few minutes ago? A Yes, I do. (Estate Exhibit No. 1 was marked for identification.) BY MR. WASS: Q I'll show you what has been marked for 4 ~ 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 identification as Estate Exhibit 1, and can you tell this Court if the document that I am showing you as the exhibit is exactly the same document it's an exact copy of the one I handed you earlier? A Yes, it's the same. It's exact. Q Do you want to look at a couple pages and make sure that it is the same? A Yeah, it's the same. Q It is? A Urn-hum. MR. WASS: Judge, you may wish to hold the exhibit. THE COURT: Well, why don't you put it on the bar there and then the other attorney can have access to it also. MR. WASS: Okay. BY MR. WASS: Q Have you seen a copy of this exhibit that's a draft of a tax return prior to today? A No, I have not. Q Have you seen pages from it? A Yes. I believe the fourth sheet in looks familiar. Q Would that be Schedule H? A Schedule E, actually. 5 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Q Schedule E. You have seen that? A It looks familiar. It looks like some of the documents Mr. Beinhaur had. I'm not sure if it's exact now, but it's an itemized list; Q Are you aware that Mr. Beinhaur prepared the exhibit? A No. No, I haven't spoken to him for a while. Q Are you aware that he had prepared the exhibit sometime ago? A Oh, way back when, yes. Q That he had? A That he was working on it, the estate. This exhibit, no, I had no idea. Q Okay. You haven't seen the whole exhibit until today; is that correct? A Correct. Q Okay. You are aware, are you not, that the will that named you as the executor and named you as the beneficiary has been set aside and revoked? Are you aware of that? A Just today when you just told me earlier. I wasn't aware of it until then. Q Are you now aware that Joseph Bolton, the brother of George, is the administrator of the estate? A I am as of now, a few minutes ago, yeah. 6 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Q You say you were not aware of that before today? A No. Q Okay. All right. Well, let's take a look at the assets. On the document that you have, on the draft of the tax return, would you turn to the third page, which is Schedule A? What is the single asset identified on Schedule A? A The property, the house. Q The real estate? A The real estate, right. Q Now, when the estate came into existence, and you were the executor and Mr. Beinhaur was your attorney, was the home vacant? Yes. Did you move into the home? Yes, I did. And did you know there was a mortgage upon A Q A Q the home? A Q A Yes. Who paid the mortgage? Well, actually when all the numbers were done there wasn't enough money to pay the mortgage. So it didn't get paid. That's why the house got lost. Q So are you telling us that you made no 7 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 mortgage payments? A No, I couldn't make a mortgage payment. I couldn't continue the payments. Once George was deceased, the mortgage needed to be paid off, and there wasn't enough money in his Q Okay. Well, there are two kind of payments you can make on a mortgage. One is a great big lump sum payment and pay the mortgage down to zero. You never did that, obviously? A No. Q Okay. Another type of payment is to make the continued monthly-payments required under the mortgage. After George died and you moved into the property, did you make any of the monthly mortgage payments? A No, I did not. Q None? A No. Q Okay. But you lived in the home? A Right. Q In fact, when the home ultimately was sold at a Sheriff's sale, wasn't there an eviction process to have you removed? A Yes, there was. Q Okay. THE COURT: For what period did you live in 8 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 the home? THE WITNESS: From March. BY MR. WASS: Q Of 2004? A 2004, when George passed away, until September of 2006. Q The property was sold at a Sheriff's sale based upon a foreclosure of the mortgage debt; isn't that correct? A Yes. Q And when final settlement was made as to the mortgage debt by the Sheriff, was there money left over that the estate received? A Yes. Q And you showed me a paper that you have that showed the amount of money? A Yes. Q Could you pull that piece of paper out and tell us what amount of money the estate received? A $23,375.89. Q And that was a check, was it? A Yes, it was. Q And it was given to you by the -- was it given to you? A It came in the mail, yes, to me. 9 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Drive? Q It came in the mail? A Yes. Q And did you receive that at 4 Plainview A Yes. Q So you were still living in the property? A That's correct. Q At the time the check came? A Yes. Q And that check came from the Sheriff of Cumberland County? That's correct. What did you do with that check? The check was turned into the estate. Well, specifically. Who did you give it to? Mr. Beinhaur. Did you take it to his office? Yes. Did you give it directly to him or just leave A Q A Q A Q A Q it there? A Q A Q A No. I always met with him. You met with him? Yes. Do you remember when that was? No, not an exact date. I don't know. 10 . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Q The document you're reading from, is there a date on there? A No, there isn't. Q No date anywhere? May I look at it? A Sure. THE COURT: To whom was this check made out? THE WITNESS: It was written to me as the executor. THE COURT: And did you have an estate account? Did Mr. Beinhaur open an estate account for you or did you open one? THE WITNESS: I believe Mr. Beinhaur did. THE COURT: Do you know what bank it was opened at? THE WITNESS: No, I don't, Your Honor. THE COURT: Did you sign the checks for the account? THE WITNESS: Yes. I took the checks over to Mr. Beinhaur, and yeah, I signed them. THE COURT: By checks I mean checks written out of the account. Did you sign any checks? THE WITNESS: Oh, no. That I did not do, no. THE COURT: But you took some checks -- THE WITNESS: You mean like write checks to the account? No, I didn't do that, no. 11 .' 1 THE COURT: You did not? 2 THE WITNESS: No. 3 THE COURT: And is it your impression 4 Mr. Beinhaur's name was on the signature card, and he wrote 5 the checks? 6 THE WITNESS: I assume he did to payoff the 7 loans or the claims that Mr. Bolton owed on. I mean I would 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 just assume that. His Visa cards and everything else, I mean I guess that is how it gets paid. THE COURT: Do you know for sure that there was an estate account? THE WITNESS: No. Absolutely, positively, no, Your Honor. I'm assuming there was. THE COURT: All right. Go ahead, Mr. Wass. BY MR. WASS: Q Would you turn on the draft of the inheritance tax return to the page following the real estate called Schedule E? A Yes. Q All right. The first thing I guess I need to address on that schedule, there's a Dodge Grand Caravan valued at $16,775. A Um-hum. Q What became of that vehicle? A That went over to a car dealership and was 12 .' 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 sold and a check was given to Mr. Beinhaur for whatever it sold for. I have no idea. Q Which dealership was it taken to? A Just down the street from Mr. Beinhaur's office. I'm not sure of the name of the place. Right before the Colonial Mall. There's a car dealership there. I'm not sure of the name of the place. That was dropped off, and I never saw the van again or any money from it. Q Okay. So as far as you were concerned, it was in the hands of Mr. Beinhaur, and he arranged for the sale of it? A Yes. I dropped it off, and it was sold. Q Do you have any idea what were the amount of the proceeds? A No, I don't know what it sold for. I have no idea. Q But it was sold? A Yes. Q You didn't take it, keep it, run off with it? A No, no, no, no. Absolutely not. THE COURT: Now, on the title to the car, who signed the title over to this car company? Did you do that as Executor? THE WITNESS: Well, to tell you the truth, Your Honor, I don't remember. If Mr. Beinhaur said I needed 13 .' 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 to, I would have. I guess I would have had to sign it over. I don't specifically remember that, but I guess I would have had to. THE COURT: And did you deliver the car to the dealership yourself? THE WITNESS: Yes. THE COURT: But Mr. Beinhaur told you to do that? THE WITNESS: Yes. He made the arrangements. He told me that they can get rid of it for me, liquidate it. THE COURT: All right. BY MR. WASS: Q Was it a used car lot or a new car lot? A It's a used car lot. Q But you don't recall the name? A No. I know exactly where it's at. I just can't think of the name of the place. THE COURT: THE WITNESS: And where exactly is it at? Jonestown Road just prior to the Colonial Park Mall, on the same side as the mall is on. THE COURT: All right. Mr. Wass. BY MR. WASS: Q On the same Schedule E, did you have occasion to go to Susquehanna Federal Credit Union for the purpose of clearing out some banking accounts? 14 . . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 A Yes. Q Which office did you go to? A The one in Camp Hill. The Susquehanna Federal Credit Union. Q Now, according to the information contained on Schedule E, there was a savings account that had just under a hundred dollars in it. Did you close out that account? A Yes. Q And there was a checking account also identified that had $1,669 in it. Did you close out the checking account? A Yes. Everything was closed out. Q Okay. Well, those two items, did you get checks for the balance in those accounts? A Yes. Q What did you do with the checks? A Well, I don't remember specifically, but I'm sure everything went over to Mr. Beinhaur, that is what the plan was, so he could get all of the things paid off that had to be paid off and take it from there. THE COURT: Do you recall how those checks were made out? Executor. THE WITNESS: Probably to myself as the To the estate of. Executor to the Estate of 15 .... 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 George Bolton, with my name as Executor. THE COURT: All right. BY MR. WASS: Q Do you remember -- this is taking you back a couple years, but would you remember if you turned the check over on the backside and signed your name on those checks? A I would imagine that I did. Q Okay. But in any event you gave them to Mr. Beinhaur, is what you're telling us? A Yes. Q Okay. THE COURT: And what bank was this? MR. WASS: Susquehanna Federal Credit Union, Your Honor. THE COURT: Okay. Go ahead. BY MR. WASS: Q Now, the same credit union is identified also on Schedule E as holding a Certificate of Deposit that had a reported value on the schedule of $24,907? A Yes. Q Did you also cash in that Certificate of Deposit? A Yes, I cashed it in, I got a check, most likely signed it, and turned it into the estate, to Mr. Beinhaur. 16 .' 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Q Turned it over to Mr. Beinhaur? A Yes. Q And then the last item was Susquehanna Federal Credit Union was also holding onto a certificate, number 3581, which is an IRA account having a value of just a tad over $7,000. Did you also close out that IRA account? A Yes, I did. Q And do you recollect having received a check for the balance that was in that account? A Yeah. I believe I received a check and signed it and turned it in. Q And again, is that a check that you also gave to Mr. Beinhaur? A Yes. Q And so you didn't cash any of these checks? A No, they were all written to the estate of George V. Bolton. Q Okay. And you didn't get the check for the sale of the automobile either? A No, I did not. Q And the check that the Sheriff of Cumberland County sent to you, you did not keep, you say you turned that over to Mr. Beinhaur? A Yes. Q Is that correct? 17 .. .... 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 A That's correct. Q Now, there is identified some Fulton Financial Stock -- Fulton Bank stock. Do you remember dealing with some Fulton Bank stock? A Yes. Q There were -- according to the Schedule E, there were 172 and fractual shares worth about $3,800. Did you assist in selling that stock? A I closed it out. Q You closed it out? A Right. Q Where did you do that? A At Fulton Bank, and let me think where that was. I believe it would be Lemoyne at Fulton Bank by McDonalds. I think that's Lemoyne. Q The one close to where you live? A Yes. Q So you went to that bank to close it out? A Yes. Q All right. And did you get a check? A Yes. Q And what did you then do with that check? A I assume it was turned in to Mr. Beinhaur. I mean all these checks were. Q Okay. 18 a . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 A I mean to the estate of George. Q Well, to Mr. Beinhaur, who was handling it for the estate? A Right. Q Is it your testimony that every check that you ever received went into the hands of Mr. Beinhaur? A I believe so. I don't remember each check specifically, but that was the plan. Q Now, the Judge asked you earlier, and I really want to be very, very specific about this. Do you have a checking account of your own? A Yes. Q So you know very well what it means to have a checking account, somebody send you a bill, and you pay the bill by writing a check? A Right. Q With regard to the estate, did you ever sign any checks of the estate for the purpose of paying any bills of the estate? A No. Q Take, for example -- go to the next page of that draft tax return. On that page there is referenced a debt to the Myers-Harner Funeral Home for $6,996. Do you ever do you remember ever signing a check to pay that bill? 19 .. . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 A No, I don't remember ever doing that. Q Do you know if that bill was paid? A No, I don't know. Q How about the other expenses listed on that Schedule H, the Rolling Green Cemetery? Do you know if that bill's been paid? A No, I do not. Q Go to the next page, Schedule I, there are a number of debts listed there. For example, three of them represent loans with Susquehanna Federal Credit Union, the same institution that wrote checks to the estate. There's a personal loan for $19,000 plus, there's a home equity loan for $9,000 plus, and there is an automobile loan for $10,000 plus. Did you ever write any checks to pay any of those bills? A No, I did not. Q And then down at the bottom of the page there are items 16, 17, 18, and 19. They all look like they represent credit card accounts; isn't that right? A It looks like it, yes. Q Discover Platinum, Visa Credit Card, Bank One, and Chase. Am I reading those names correctly? A Yes. Q And there's over $10,000 in credit card debt. Do you remember ever signing any checks for the purpose of 20 ~ .. ' 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 paying upon that credit card debt? A No, I don't. Q Your position is that whatever monies came into the hands of the estate are in the hands of Mr. Beinhaur. Is that your position? A Yes. Q And that whatever expenses or debts that were paid, if any, were not paid by you, but if they were paid were -- would have been paid by Mr. Beinhaur? Yes. Mr. Beinhaur maintained complete control of Is that what you're saying? Yes. Do you have any of the assets of the estate? No, I don't have any of it, no. Now, you were named as the beneficiary under that revoked will, weren't you? A Right. Q And you didn't take anything? A I didn't take anything. I lived in the house for a while, for 2 years. Q You lived in the house? A I fixed the house up. No, I didn't take A Q the estate. A Q A Q anything. MR. WASS: Okay. That's all I have. 21 . . . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 THE COURT: All right. Ms. Winfield. MS. WINFIELD: I don't have anything of this witness. BY THE COURT: Q Okay. These are fairly serious things that you're saying with regard to Mr. Beinhaur. I just want to make sure that you're satisfied that your testimony is correct. A Yes, I am, Your Honor. I mean, like I say, I don't remember each incident exactly, but I know the plan was every time you know, he was trying to close out the assets, trying to get the debts paid, and I'd take it over to him at his office. Q Have you had any conversations with him other than conversations about turning over the assets when you did that? Have you talked to him since then and asked him why the estate wasn't moving along? A No, I haven't spoke to him in quite a while. I didn't even know what the current status of the estate was actually. Q And when was the last time you did speak with him? A I think it was last summer actually. Q And when was the last time you received any communication of any sort from him? 22 . ..' 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 A I believe it was at that time, last summer sometime. I'm not sure of the exact -- late summer, early fall, somewhere in there. Q And what was the nature of those communications? A Well, just in his office. I don't even remember the exact nature of it now. Something with the estate. Q Do you recall getting any letters from him asking you to contact him because things were happening in the estate that needed your attention? A No. I would have called him right away. Q And have you been getting your mail? A Oh, yes. Yes. All the mail has been forwarded from the previous address. I put in a change of address. I'm getting all of my mail. Q What have your addresses been during this -- since you were granted the letters? A Just the address I gave earlier, 352 Market Street, that address. Q That's the only address you've had? A Yes. Q You said something about a change of address. A I mean when I left George's house or Mr. Bolton's house, I put a change of address in then. 23 4 .' 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 THE COURT: I see. Okay. Mr. Wass or Ms. Winfield, anything further? MR. WASS: Yes, if I may. BY MR. WASS: Q The Judge asked you about your last communication with Mr. Beinhaur. When you last met with Mr. Beinhaur, did that meeting involve attempting to secure a loan to payoff the home mortgage so that you could own that home? A It didn't involve that actually, but he did recommend the mortgage company or a friend of his to try to call. You know, just the name at a bank. Q Well, did you follow through on that at all? A Yes, I did. I didn't get the loan obviously or I would have been able to save the house. I didn't qualify for it. Q Okay. You did apply though? A No. I just spoke to him on the phone. I could give you the name of the bank. If I think hard enough about it, I can figure it out; First Verizon. I would have to think about it. I don't remember exactly what it was. Q So the last time you spoke with Mr. Beinhaur it involved an effort on his part to try to assist you? A Yes. Q In getting a mortgage loan by referring you 24 4 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 to a mortgage lender that he knew? A Yes. I Q And you go ahead. I'm sorry. A I'm not sure if it was the last time. It came up in one of the conversations with him. I'm not sure if it was the last conversation or not, but it was one of them. Q And that was before the home was lost at the Sheriff's sale? A Yes. Q And you attempted to speak with the mortgage lender, but you couldn't qualify for -- A Right. Q -- the loan? A That's right. Q Are you not employed? A Well, I'm self-employed, my business isn't taking off very well so. I'm not employed with anybody right now. Q You're self-employed? A Yes. Q What do you do? A I'm a self defense instructor at a school in Lemoyne, and it's slowly starting to take off, the first year. I'm just getting to the point where I can pay the 25 . l . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 bills now. MR. WASS: THE COURT: All right. Thank you. Ms. Winfield, anything further? CROSS EXAMINATION BY MS. WINFIELD: Q Did you ever live at 304 Market Street in Lemoyne? A Yes, years ago. Q When was that? A That would have been prior to moving into 4 Plainview. That was my previous address. Q Thank you. A So that would have been prior to March of 2004. Is that the year 2004? Yeah, that would have been prior to that. MS. WINFIELD: Okay. Thank you. THE COURT: All right. You may step down. Thank you. MR. WASS: Your Honor, we have no other testimony. THE COURT: All right. Did you want to move the admission of Estate Exhibit I? MR. WASS: Yes. I would move for the admission of Exhibit No. 1 of the Estate, which is a draft copy of a form of inheritance tax return in this estate. 26 << ~ . 1 THE COURT: Ms. Winfield, do you have any 2 objection to the admission of Estate Exhibit 1? 3 MS. WINFIELD: No, Your Honor. 4 THE COURT: Estate Exhibit 1 is admitted. 5 (Estate Exhibit No. 1 was admitted into 6 evidence.) 7 THE COURT: Ms. Winfield, do you have any 8 testimony that you wish to present or other evidence? 9 MS. WINFIELD: No. I'd just like to state 10 our position. We request that the Court compel the estate 11 to file an inheritance estate tax. They received letters in 12 January of this year, and as far as we know there's been no 13 progress or any action in the case so we would like to move 14 it along. 15 THE COURT: All right. And, Mr. Wass, are 16 you able to stipulate that the allegations of fact in the 17 motion that we're here on today are true and correct? 18 MR. WASS: On the allegations made in the? 19 THE COURT: In the motion. 20 MR. WASS: In the motion presented. 21 THE COURT: Otherwise we don't really have a 22 record to support the motion. 23 MR. WASS: The historical background is 24 absolutely accurate, and I stipulate that. The dates are 25 accurate, and I stipulate to that. The issuance of letters 27 ~ ~ . 1 c.t.a. to my client did occur on January 23rd of this year, 2 2007. I stipulate to that as well. We have given notice 3 and filed the proof of notice with the Register of Will's 4 that we gave notice to all beneficiaries. 5 THE COURT: Is there anything in the motion 6 that you dispute as far as a factual allegation goes? 7 MR. WASS: As far as which allegations are 8 concerned? 9 THE COURT: A factual allegation. 10 MR. WASS: Oh, I don't think so, Your Honor. 11 I think I would stipulate to the basic accuracy of the 12 entirety of the motion. 13 THE COURT: Okay. 14 MR. WASS: I just would plead with Your Honor 15 at this point as a practical matter, the estate has no 16 the estate as represented by my client at this point has no 17 assets. We have been trying to uncover the assets, and the 18 first progress we have made at all came from this witness 19 stand today. 20 THE COURT: All right. Do you feel you need 21 a further proceeding to hear from Mr. Beinhaur? 22 MR. WASS: Your Honor, I obviously need to 23 talk with Mr. Beinhaur at this point, and when I spoke 24 earlier with Mr. Schrenk, he indicated a willingness to meet 25 with me and Mr. Beinhaur at my office at a time that I would 28 " -"- ~ 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 like to schedule. I'm wondering I don't want to be difficult with the title company in this case, but I would like to have perhaps about 10 days, if we can continue this matter, within which to speak with these two gentlemen together. THE COURT: Ms. Winfield, do you have any objection to my deferring a decision for at least 10 days on this to give ~r. Wass a chance to meet with Mr. Beinhaur, and perhaps you would want to meet with him also, and then at that point I would either entertain a motion for a further proceeding for Mr. Beinhaur to testify at or if no one wanted that proceeding to occur, I would simply enter an order giving the estate a certain amount of time to file a return. MS. WINFIELD: No objection, Your Honor, if it would help to move the case forward. THE COURT: All right. Obviously there's some very serious questions raised, and I wouldn't presume to prejudge them. I think that Mr. Bolton had a bond in this matter. MR. WASS: Yes. THE COURT: And I would certainly suggest that the bonding company be put on notice of the issues raised. MR. WASS: I will do that. We did secure a 29 I " .L ~ 1 bond, yes. 2 THE COURT: And did you notify the bonding 3 company for Mr. Bolton? 4 MR. WASS: As to? I have not notified the 5 bonding company of any issues of nondiscovery of assets at 6 this point, but I certainly will in view of the testimony 7 today. 8 THE COURT: All right. You will need to look 9 at the file to see which company that is. 10 11 MR. WASS: I know which company it is. THE COURT: Okay. And I think the bond was 12 $80,000, if I'm not mistaken. 13 14 15 order: 16 AND NOW, this 9th day of August, 2007, upon MR. WASS: Yes. THE COURT: All right. We'll enter this 17 consideration of the Motion of Central Penn Property 18 Services, Inc., To Compel Filing of Pennsylvania Estate Tax 19 Return, and following a hearing at which the Estate was 20 represented by Carl G. Wass, Esquire, the moving party, 21 Central Penn Property Services, Inc., was represented by 22 LaToya C. Winfield, Esquire, and at which testimony was 23 received from the prior executor in the estate, Thomas H. 24 Schrenk, raising certain questions as to the disposition of 25 assets of the estate and payment of debts of the estate, and 30 . - ~ 1 pursuant to an agreement of counsel, the record shall remain 2 open for a period of 10 days to afford counsel an 3 opportunity to discuss whether an additional period of 4 hearing would be appropriate, and the Court will schedule 5 such a proceeding upon motion within that 10 day period. 6 In the event that no such request for a 7 further proceeding is made, the record will be deemed 8 automatically closed without further Order of Court, and the 9 Court will enter an order upon the motion of Central Penn 10 Property Services, Inc., without further proceedings. 11 It is noted that counsel for the estate has 12 requested that the stenographer file a copy of the 13 transcript of the notes of testimony from today's 14 proceeding. 15 (End of order.) 16 (The proceedings concluded at 11:43 a.m.) 17 18 19 20 21 22 23 24 25 31 t - .. CERTIFICATION I hereby certify that the proceedings are contained fully and accurately in the notes taken by me on the above cause, and that this is a correct transcript of same. 1~1n~ Official Court Reporter ----------------------------- The foregoing record of the proceedings on the hearing of the within matter is hereby approved and directed to be filed. Date l)r>v . 21 "}ao 7 32 IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF GEORGE V. BOLTON, II, NO. 21-04-280 ORDER OF COURT AND NOW, this 19th day of November, 2007, upon consideration of the Motion of Central pennsylvania Property Services, Inc., To Compel Filing of Pennsylvania Estate Tax Return, and following a hearing held on August 9, 2007, and November 19, 2007, and pursuant to an agreement of counsel in the persons of Carl Wass, Esquire, on behalf of Joseph Bolton, and Leon P. Haller, Esquire, on behalf of Central Penn Property Services, Inc., and in the absence of Thomas J. Schrenk, who failed to appear for the second day of hearing In this matter, it is ordered and directed as follows: ,......, John R. Beinhaur, Esquire, lS directed~o remfi to - ::0 -..I --~::o z the estate of George V. Bolton, II, the balance of funds~~~ta~ed ,'<c: F r-.,; in his law office escrow account in the sum of $1,308. 25~~~nd~0 --I "00 thereafter cooperate as may be needed in providing the ~~a~e , 1] ~ :'-1 1. --,-, !:~~ ~l ) '.:.::) . ~..j C-.:; in o -0 ~.';:; <;:;>, ~th -::n (J ~ nl necessary information already in his possession. 2 . &- N Joseph Bolton, the administrator of the estate is hereby directed to prepare and file a Pennsylvania inheritance tax return on or before January 1, 2008. In agreeing to enter this order, the Court has found the testimony of John R. Beinhaur, Esquire, credible with respect to various matters at issue in this case, and the testimony of Thomas J. Schrenk, with regard to those same issues, not credible. By the Court, -.J-- ('") 1'1 ~ Carl Wass, Esquire 3631 North Front Street Harrisburg, PA 17110 Attorney for Joseph Bolton Stephen M. Hladik, Esquire 425 West Main Street P.O. Box 29 Lansdale, PA 19446-0029 Thomas J. Schrenk pcb In Re: GEORGE V BOLTON II ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-04-0280 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 11-19-07 ruDGE'S INITIALS: JWO TIME STAMP DATE: 11-28-07 IN RE: ORDER OF COURT ",................................................................",........,........"",..,"""".."""""""""""""""""""""","""""""" SERVICE TO: CARL W ASS ESQ. STEPHEN HLADIK ESQ. THOMAS J SCHRENK METHOD OF MAILING: ENVELOPES PROVIDED BY: IZI USPS DRRR D HAND DELIVERED D OTHER_ D PETITIONER IZI ruDGE D CLERK OF ORPHANS COURT MAILED: 11-28-07 """"""""""""""""""""""""""""""""""""".."""""""""""""""","""""""" SERVICE TO: METHOD OF MAILING: ENVELOPES PROVIDED BY: D USPS DRRR D HAND DELIVERED D OTHER_ D PETITIONER DruDGE D CLERK OF ORPHANS COURT MAILED: A .. '.-. --.J 15056041125 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes . . INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year 2 1 0 4 File Number o 2 8 0 Date of Birth 161340299 o 3 162 0 0 4 06041941 Decedent's Last Name Suffix Decedent's First Name B 0 L TON I I GEORGE MI V (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW [2g 1. Original Return D 4. Limited Estate [2g D 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death D 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received D D D D o 8. Total Number of Safe Deposit Boxes 2. Supplemental Return D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required CAR L G . WAS S 717 232 766 1 Firm Name (If Applicable) C A L D W ELL & KEARNS REGISTER OF WILLS U~NL Y o = ~~~. ~ cQ CJ :.;.j-., N ,... .,', -.J .~:) "/:>.:::. -_:) Second line of address , ,.-.-j --<r--l :?~~ . .) --,tJ "-1 " .-=. First line of address 3 6 3 1 NORTH FRO N T S T R E E T '-, ';-.~~ -0 - -= C.-: City or Post Office State ZIP Code :~~ '~" ~_......) H A R R I S BUR G P A 17110 \.0 Correspondent's e-mail address:cwass@caldwellkearns.com Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SI U OF PERSON RESPONSIBLE FOR FILING RET N DATE ~() FORT LAUDERDALE HARRISBURG PLEASE USE ORIGINAL FORM ONLY PA 17110 Side 1 L 15056041125 15056041125 --.J L - ... --.J 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: GEORGE V. BOLTON f I I RECAPITULATION 161340299 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 23375.89 2. Stocks and Bonds (Schedule B) . . ...... ... .. .. . . ... ... . .. . .... . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 5. 3 9 7 4 7 . 9 9 . . . . . . . 6. Jointly Owned Property (Schedutef) . ... D;separa~ Billins;fRequested . . . . . . . 6. 7. inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested . . . . . . . 7. 8. Total Gross Assets (total Lines 1-7) 8. 6 3 1 2 3 . 8 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. Funeral Expenses & Administrative Costs (Schedule H) 9. 2 5 1 4 7 . 2 0 ............... . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule i) . . . . . . . . . . . . 10. 3 1 5 0 5 . 8 6 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 5 6 6 5 3. 0 6 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . 12. 6 4 7 o . 8 2 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 13. 3 2 3 5 . 4 1 ................. . 14. Net Value Subject to Tax (Llne 12 minus Line 13) . . . . . . . . . . . . . . . . . . 14. 3 2 3 5 . 4 1 TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousai tax rate, or transfers under Sec. 9116 (a)(1.2) X.O _ o . 0 0 15. O. 0 0 16. Amount of Line 14 taxable at lineal rate X .042- 1 6 1 7 . 7 1 16. 7 2 . 8 0 17. Amount of Line 14 taxable 1 6 1 7 7 0 1 9 at sibling rate X .12 . 17. 4. 1 2 18. Amount of Line 14 taxable 0 0 0 o . 0 at collateral rate X .15 . 18. 0 19. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 2 6 6. 9 2 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT o Side 2 L 15056042126 15056042126 --.J REV-~O EX Page 3 :J. .1 Decedent's Complete Address: File Number 21 04 0280 DECEDENT'S NAME GEORGE V. BOLTON, " STREET ADDRESS CITY I STATE I ZIP Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount 266.92 Total Credits (A + 8 + C) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty 0.00 TotallnteresUPenalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 0.00 266.92 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (58) 266.92 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 transfer and: Yes No a. retain the use or income of the property transferred; ...................................................................... 0 IXI b. retain the right to designate who shall use the property transferred or its income; ............................... 0 IXI c. retain a reversionary interest; or ................................................................................................ 0 IXI d. receive the promise for life of either payments, benefits or care? ....................................................... 0 IXI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... 0 IXI 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ......... 0 IXI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ..................................................................................... ............. 0 IXI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [72 P.S. 99116 (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 zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt 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 zero (0) percent [72 P.S. 99116(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 four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. !l9116(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-!:,,' ~X. "-. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GEORGE V. BOLTON, II 21 04 0280 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real DrODertv which is iointlv-owned with richt of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION Single family dwelling known and numbered as 4 Plainview Drive, Lower Allen Twp., Cumberland County (Camp Hill, PA 17011). Subject property was encumbered by a First Mortgage and a Home Equity Loan/Mortgage, and following the Decedent's death, the Estate (prior to the removal of the prior Executor by Order of the Cumberland County Orphans' Court, dated July 5,2006) failed to pay upon any mortgage obligation. As a result, an Action in Mortgage Foreclosure was commenced; the real estate was sold by the Sheriff of Cumberland County at a published Sheriff's Sale. After all costs and liens upon the real estate were satisfied, the Estate received a check for the remaining equity of the real estate in the sum of $23,375.89. Such sum is the reported, net value of the real estate. (Exhibit #1) VALUE AT DATE OF DEATH 23,375.89 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 23,375.89 ,REV~L"" eX' ". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF GEORGE V. SOL TON, II FILE NUMBER 21 04 0280 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 2001 Dodge Caravan - sold - net value after clearance of loan encumbrance (Exhjibit #2) VALUE AT DATE OF DEATH 2,524.45 2. Susquehanna Valley Federal Credit Union a. Savings Account - as of 2/29/04 97.85 b. Checking Account - as of 2/29/04 1,219.52 c. Certificate of Deposit - as of 2/29/04 24,937.24 d. Roth IRA Certificate - as of 2/29/04 (Exhibit #3) 7,047.59 3. Maxim Group as of 4/30/04 Investment Account (Exhibit #4) 74.75 4. Fulton Financial Advisors NA as of 7/30/04 Investment Account #18188121 (Exhibit #5) 3,799.47 5. Penna. Central Federal Credit Union, Savings Account #21622-012 47.12 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 39,747.99 ,REV-:)" ;ex "'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF GEORGE V. SOL TON, II FILE NUMBER 21 04 0280 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers-Harner Funeral Home, Inc. 6,996.00 2. Rolling Green Cemetery 670.00 3. Alter Vases 101.71 4. Flowers 84.80 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees John R. Beinhaur, Esq. (including costs advanced) 6,018.20 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. Cumberland Law Journal, adv. charge 75.00 8. The Paxton Herald, adv. charge 83.00 9. Carl G. Wass, Esq., Caldwell & Kearns, P.C. - For services rendered both in Petition 10,944.00 to Revoke Letters Testamentary issued to Thomas J. Schrenk, and filing Petition for Letters Testamentary to Joseph Bolton, as well as services rendered to Estate after Court Order of July 5, 2006 (through Nov. 21, 2007) Caldwell & Kearns - reimburse costs advanced 174.49 TOTAL (Also enter on line 9, Recapitulation) $ 25,147.20 (If more space is needed, insert additional sheets of the same size) JREV-"t'512€X + (12-03) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GEORGE V. BOLTON, II FILE NUMBER 21 04 0280 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Susquehanna Valley Federal Credit Union, Personal loan obligation, as of 2/29/04 (Exhibit #3) VALUE AT DATE OF DEATH 19,426.44 2. MCI Account 2BZ93482 90.73 3. Pennsylvania American Water, Account 24-1123666-0 78.21 4. PP&L, Account04860-81010 72.05 5. UGI Account 196.34 6. Comcast Account 09547 223985-03-2 84.4 7 7. Bonnie K. Miller, Personal Taxes 11.00 8. The Vermont Country Store 177.75 9. Holy Spirit Hospital 12.72 10. Horace Mann Insurance, Car Insurance 168.15 11 . Discover Platinum 2,770.41 12. Visa Credit Card 960.88 13. Bank One 5,040.16 14. Chase 2,416.55 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 31,505.86 ~"'Ol"';. '". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GEORGE V BOLTON II SCHEDULE J BENEFICIARIES "' RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)J 1. Grace E. Bolton Lineal 1,617.71 6353-1 Bay Club Drive (25% of Estate) Ft. Lauderdale, FL 33308 2. Joseph C. Bolton Sibling 1,617.70 P. O. Box 39334 (25% of Estate) Ft. Lauderdale, FL 33339 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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. Trinity Evangelical Lutheran Church 1,294.16 2000 Chestnut Street Camp Hill, PA 17011 2. William H. Nauss Post 141, Inc. 1,294.16 206 Third Street New Cumberland, PA 17070 3. University of Mississippi Alumni Foundation 647.09 P. O. Box 249 University, MI 38677 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 3,235.41 FILE NUMBER 21 04 0280 (If more space is needed, insert additional sheets of the same size) '--- .~. 'I!R____~.~ilIt OF GEORGE V. BOLTON, II I, GEORGE V. BOLTON, II, declare this to be my Last will and Testament and hereby revoke all prior wills and codicils made by me. FIRST: My Executor shall pay from the residue of my estate all my debts, funeral and administration expenses and all estate, inheritance, succession and transfer taxes imposed by the United States or any state, territory or possession which shall become payable by reason of my death. It shall not be necessary to file any claims therefor, nor to have them allowed by any court. SECOND: I direct that all tangible personal property identified and described in my separate, dated, unsigned letter of instruction, which I shall place with my Will, shall not be removed from my mother's home located at 839 Country Club Road, Camp Hill, Pennsylvania, during her lifetime or so long as she is able to reside at such premises. Upon her death or permanent termination of residency at this home, such property shall be disposed of in accordance with my letter of instruction. Any items not distributed according to my letter of instruction shall be sold and the net proceeds therefrom added to the residue of my estate. SECOND: I give and devise the residue of my estate, real, personal and mixed, of whatever kind and nature, and wherever situate at the time of my death, including any property over which " " l...-........-..-............-....----.---..-......----. r .-..---;~--.----._------_._---._---.----._--.-------.-~-~--____________~___"___~~___....._......_.u~=.~~....__~.._.~~.~,.......~ OF GEORGE V. BOLTON, II I now have or hereafter may acquire a power of appointment, as follows: A. Twenty-five (25%) percent to my mother, GRACE E. BOLTON, if she survives me. B. Twenty-five (25%) percent to my brother, JOSEPH C. BOLTON, if he survives me. C. The remainder of the residue of my estate to be divided and distributed as follows: 1. Forty (40%) percent of such share to the TRINITY EVANGELICAL CHURCH, Camp Hill, pennsylvania, to be used in the discretion of its official governing board. 2. Forty (40%) percent of such share to WILLIAM H. NAUSS POST 143, INC., a non-profit corporation with. its principal place of business at 206 Third Street, New Cumberland, Pennsylvania, to be used in the discretion of its official governing board. 3. Twenty (20%) percent of such share to the UNIVERSITY OF MISSISSIPPI ALUMNI FOUNDATION, University, Mississippi, to be used in the discretion of its official governing board. FOURTH: No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in my estate or any trust created herein in any manner other than by 2 ,d'~:....,,,;J"..,;'~ ',;",;,. "~"""":;;i:. '." "'" d... _''-'\'_;:':'-::'~r',,''-' -~"'\)'-'.". .". ....,-':."'_d.~.."'(~< ","'~: "";"_':"0',,'::.;'__'-' , .., .., ; ;:-':':::o.;;i::;,::';c:::,:,,~,:.-:::.~~:,~'.<':~:;}:',:':..;.itl.\S':-:~;~;;~';',:;,,-'-'\i~(-"/'~~'\~"'~ OF GEORGE V. BOLTONt II the valid exercise of a Power of Appointment. No part of any trust or my estate shall be liable for or charged with any debtst contractst liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. FIFTH: I nominatet constitute and appoint FULTON BANK, Lancastert Pennsylvania, Executor of this my Last Will and Testamentt to serve without bond or securitYt and to make distribution of my estate in cash or in kindt or partly in cash and partly in kindt and in such manner as it may determine. I authorizet empower and direct it to sell and conveYt by good and sufficient deedt in fee simple estatet any and all of my real estate, at public or private sale, for such price or prices, upon such terms and conditions, as in its judgment is best for my estate, and to that end to sign, seal, execute, acknowledge and deliver all deeds or other instruments necessary therefor t as effectively as I could do if I were personally present. IN WITNESS WHEREOF, I, GEORGE V. BOLTON, II, the Testator, have to this my Last Will and Testament, set my hand and seal this /rday of -('/'~-r t 1996. ~-.{< ~ ti -GEORGE . BOLTON, II' (SEAL ) Signed, sealed, published and declared by the above named Testatort as and for his Last Will and Testamentt in the presence of us, who have hereunto subscribed our names at his requestt as 3 \/ .. OF GEORGE V. BOLTON! II witnesses hereto! in the presence of the said Testator! and of each other. The preceding document consists of this and three (3) other consecutively numbered typewritten pages. \"\n~(ek... N,\-\,\\~ residing at L};c;Me Sne~s ~\s, <XA ..> ' ",,, :,:,.,~'i;b~~\.~;_';~~. f);'.:;.i\.::- - , residing at 5'hPtC rra.rlS fJ.J.e rfJJr J 4 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~ P'~ SS. : I, GEORGE V. BOLTON, II, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge. that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged bef~a me by GEORGE V. BOLTON, II, the Testator, this I1riJ day of 1996. ~~~It ,." Te tator ' ~l1IvW~ Notarj Public ~ or Attorney-at-Law (SEAL) NOTARIAL SEAL ANN MARIE BONAWITZ, Notary Public City of Harrisburg, Dauphin County My Commission Expires Dec. 9, 1999 . AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF n Au.P H /tJ SS. : We, \"\~o.r-~ N,,\-\:\'\e and .Q)lt/lJ/JS EQL.Mkr..,c, the witnesses - ose names are signed to the attachedor..~8i~~9:.9.;:j..J::j,g.., instrument, being duly qualified according to law, do d~pq"S'e;;;ir;~;l:l.dF~:"'./' say that we were present and saw the Testator sign and execute the instrument as his Last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that to the best of our knowledge the Testator was at that time 18 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 \-\QC~~;~\{QJ"=" N. \\-\f'~ and C/)(erl"lI"P :it(jPR- S witnes s, this \q\h. day of -:s.-.....J\y , 1996. ~~4~'~ Witn s ..... ~~ 1n~, Wltness ~'->>1~A;i 4on;w~ Notary' Publlc. or Attorney-at-Law (SEAL) NOT AAIAL SEAL ANN MARIE BONAWITZ. Notary Public City of Harrisburg. Dauphin County My Commission Expires Dec. 9. 1999 mM CHA"'BER56URG, lRUf.T PENNSVLVAIIIlA 1lO-430/313 CUMBERLAND COUNTY SHERIFF .oNE COURlHOUSE saUARE CARliSLE, PA 17013 07/32/2006 55012 $231375.89 1 II I: to ~ I j! J! r If f'" I .?'" ('.....1 ~~~ ' ~... "'c>~~ M' CHECK DATE CHECK NUMEER PAYTHlS AMOUNT II II i TOTHE ORDER OF: NOT \~LTD AFTER 90 DAYS I I ~ ~: I 05-01172 R BOLTON GEORGE V II THE ESTATE OF C/O THOMAS J SCHRENK, EXECUTOR &fu?~nt~Wp~O~701J. ,Itrd ~ "..:.. ; ". .C,. ': ''',"'', " _ ,. :... ,,:, ... =....... ~ I ~ '", Q:, 1/-0550 ~ ~II. .:O:Ii.30...30b': 101llI1.35?bU.. ,t'ooo 2:1 :I ? Sa q,,' .----..::: :. - - - - IIiIlIi - ; , ,J , , : ,;> ~ ... -. ";;' ~ . '. ',. r c ~ ..... \r\ " -=-< " ~ . -, r-. '. c: ;:> ~ - ~ \' ,-, -"': 't . 1 :Ct&jt-ci~f:'~2!..J ,:t ~.,~r; I , 'oe~~1~i~ I 1 .h,:" 'I: -,. f \I II Ir- ('I 031 OU~40 F'RE-Pn.l'LA ' EJ'IT .:::42~ 71i'C==4203PJ\= 12 I . >231382SSS< I SU-qQUEHAtitm ~~ FCU , 3850 !-'-O.RTZDA:' J:" !IQ..:) etA} ~ uu ~ Q.I>o.. 1. ~ l-"'e - - ~""w. l~"""""'? n .....;-....-.... ..~..-::/ ilIliII . 0833J.)6 - IiIii ~ - ?rOUL-5S.eJ. zl'-l \0'" . < , .:.;, -;;t C\J o C\J 2 iii :c ~ Z :rW;::: <(1-2:..- "-'= Oct", 0:::; II: 0 11. LL. ~ Iii ci o Cl Cf) ct ctw::> ><"'zoo <C :t: to ~_ "-'= ~~~ 0:::: a: 10 '" o :r I- ::J <( C') C') .;. IX) ..- ~ I J . . .~: 11 5E1 .:::f'"'.: I '~ ~~'. ~._--; tA w ~ <( Cl rr'l U1 rll ..J' EO ... ~ to III C to 1: ~ " D '" -" 0>0 Do ::;;0 ..,;, - III rl". 'l::.. ",... 6'1' '<t~ o m ..... Q).~ ~S Q)~ ~~I,~ 'O~ ."f" \ , '"'" a: '" .,.j '. . .. :)C~!ff+N!r~~f~~. . " tbt\l(T;;~ J'~ , ,~r >~~:. ..FE D E ~..l:\ 'L '~~~~r'" -:.:.t'!!~~ ........ :~!~ ::,,!:~!~:>. '. ,! ., ..v.rA F~.@NLY" June 29, 2004 .jl; () I ! ! :~, ~1" Attn: Nicole Fax: (717) 651-9200 ~ ;"~ , . " t::. .{~. L' I ~ ~~~rty~,.. . . . or' .,,:,~...., .l!-1 .j ,T' To Whom It May. C0ncern: The payoff for loan numbe~ as of:,tg. .,t. " I' ., Payoff Amount Satisfaction fee (Cumberland' County) Total' *Per diem ,(,,,,Ii~i~( '" " .. Please let me know if addition~1 Tfu.fot1Tlattoni~ F;:t"<"':j.' , i ::~i, "_~l~ Thank you, . .1!:r::C~ Member Services Supervisor .<j,..,- ~,(:;:~i' ;,jl. .r " 'VI.'. ,,~. ,,;'f"" { '.'-:,(:t:\fj; ;~i~i~~,h~;' ; ":J'~ .':#' ., - :~'!~:;::'~'l1i. . . AutQ:lM~-of Co.:lo'm'lali'P'a') , . . '." 'i~ dt.i;;.i' .' -j~'''J..-tJ,'' :;',. ~ ~ ...~ti QUf!/ity Pkfi!'Owned Oars & Tr/,tui. 42~@.r:Jo.~~SIQwri, r.lAR~~8U~C3, PA 171, .C~Ji t~ir~fr~ei(877)"~~l1i',~ ,,~:' 'f.ijx.JIY.17H1.H.1~al3 '~.;;~ji~;:;~.--~:r.t;_.-~.'::.7--_,<~ :':r:v2:; . ..' ",. , l' ,\. ,!J ....... J...:.. -'.,c.-;J~' :: ':.~~", ;,':;';1} .,".,.,. .,*.. 'f' . .~~;.;?~tii:'.~\~\~..:..~~;;~ .,,'-,-.... ..~~~~ f. i. ji January 7, 2.0.05- '(": ,;1' .t .."h-oJ. " P,:' .{l, . !~:~~i:: INYC>ICE:. LOOO " I.'" '.j;J' ...: .':J~tir;';~" ........ .~l ..... .., '"'._~,~...., ,::tT". ' . "j/'" ,or' . ;:1. \ I , .. ,I Beinhaur & e,UIci1lo, Att..bmeys Af'Law '. 3964 ;Lex~~oIi Street Harrisburg:' P A '17109-2618 .ji. "". ji. ":;~' .;..-: ~' . :--~". t'l':' .~. .t., i~;:~: .. \~l~~,~;~ I~ .~,.:;t, . ../fi::~'_, .,,~ '::;..,' '.~. '. r'-' ".,y.' ~.): ,~lft' ! . .,(~~j:~~' Please remit'payment for the following: .<!.,It;; , ~I..~:~~,\ ";:~; . T~~~" -:'~i~t:,~;;f{~t.;. ...t'4.:;o..... "jf..~: '~f}~;' $-5:0 oot-: '.?'. '.,. .'lf~.: "; ., ~~. ' . Messenger service for 200 l~I?odge .caf~van .;. ,r:" .J ~.; /p :~~,~ ,r ..~.; ."r. 1!!~1.. ,.k' Kindly remit payment to: ...(<:; Automax of COlonia1"Park, me ) ." ..l-:~, ..~: /,I'l~ ',. 4220 J oJleBtoiWii~JR:oad ":, ,"!.: " ' ":"" ~ ~'j;;'-:-It'"\ ,.. Harrisbum;PA 'lZ,1<(Y~' <1: .~:.. .~~........~ ~..:~~M ___ ..c..,...,,-......:..........-...-. ). __,.;t~_.. ~.,{ ,,:. ~,i1". :;, ,',"'j(-, ~,; (!: ' 1; " , p' ~ .. c. SUSQUEHANNA '~ALLEY F 'E '0 ER A'L eRE D -J T U -N" 0 N 3850 HARTZDALE DRIVE CAMP HILL, PA 17011-7809 LOCAL: C 717) 737-4 1 52 TOLL FREE: (800) 948-1454 FAX: (717) 737-.0589 Membertt : Social Securi~y #: Statement Date: Pagett : Mail Code: Web Code: 1111111 JJJ 1111111 111111111111111 ~* GEORGE V BOLTON II FOUR PLAINVIEW ROAD CAMP HILL, PA 17011-7928 TRAN POST TRANSACTION DATE DATE DESCRIPTION --------------------------- 02/01 Type: 00 - REGULAR SHARES- 0 02/29 Type: 40 - SHARE DRAFT - 40 02/04 Item#- 3675 02/05 Item#- 3670 02/05 Item#- 3671 02/05 Item#- 3665 02/06 Item#- 3676 02/06 I~em#- 3668 02/06 I~em#- 3674 02/09 Item#- 3664 02/09 Item#- 3669 02/09 Item#- 3666 02/09 Item#- 3667 02/09 Item#- 3679 02/09 Item#- 3678 02/09 Item#- 3677 02/10 Item#- 3661 02/10 Item#- 3672 02/11 Item#- 3662 02/12 Item#- 3673 02/13 Deposit Deposit ($2,200.00 cash back) 02/17 02/17 Share Withdrawal Share W/D (Cash Back (GU1)) 02/18 02/18 Item#- 3680 284.00- 02/27 02/27 ACH Credit 1148.5 "A~~ 4J {.{tX / Y ~ CtJ..d... McI -tI{ 02/01 02/04 02/05 02/05 02/05 02/06 02/06 02/06 02/09 02/09 02/09 02/09 02/09 02/09 02/09 02/10 02/10 02/11 02/12 02/13 02/29 20.00- 38.51- 73.35- ,__..lP9.50- /"'-.-. 25";-'9,0 - /r" ........)182.68'" // ~60.00- , I 12.50- , ; 38.96- 1 3:!T':'&4.-" . ! .~ 4'31';-91 ~I..."...",."jj'''/ " 1'..,..u,..Jt ".qlO:n 0 0- \ L~' t.,>1(.00:'010........IW......."'.",.,' ./ );0,0'1.\,00 - .' 61.96.f ",' . /ii'" 70. oO~,!I!,y:IL"""'. '-" 9 . 0 0,.-" 3 O..-O'tj - f[;"o'o . 00 1700.00- 337 161-3X-XXXX 02/29/2004 1 YTD TAXABLE DIV: $60.80 YTD TAXABLE INT: $.00 YTD FINANCE CHG: $362.67 FINANCE LOAN CHARGE PRINCIPAL BALANI --------- ---------- ---------- PREVIOUS BALANCE NEW BALANCE 97. 8~ 97 .8~ -~~A:--~M 1611.~~ 1538 . 1 ~ 1428.6~ 1403 . 6~ 1320.9l 1060.9l 1048.4l 1009.4l 969.8L 925.9~ 825.9~ 725 . 9~ 625.9;: 563.9'i 493.9'i 48LJ.91 454.91 2054,9'i 354.91 NE\'I BALANCE 70.9/ 1219.52 '~~?.r19 . .;>;: Cleared I1:ems This Period NOTE: An ** indicates a skip in sequence. Item# Amount Item# Amount Item# Amount Item# Amount -------- ----------- -------- ----------- -------- ----------- -------- ----------- 3661 61.96 3667 43.91 3672 70.00 3677 100.00 3662 9.00 3668 82.68 3673 30.00 3678 100.00 Jt:~ 3664 12.50 3669 38.96 3674 260.00 3679 100.00 3665 109.50 3670 38.51 3675 20.00 3680 284.00 3666 39.64 3671 73 .35 3676 25.00 Summary Description Count Debits Share Draft It.ems 19 ATM Transact.ions 0 EFT Transactions 1 Electronic Check Voice Transact.io Other Wi -thdrawal Ot.her Deposit.s 1499.01 .00 .00 .00 .00 00.00 Credits .00 .00 1148.55 .00 .00 1600.00 6404172 i tIn ~ -.... I I I I ! i 'F'E'15-E R -A'L C-R'E"f)-J.-"-tJ "1-0" .- 3850 HARTZDALE DRIVE CAMP HILL,PA 17011-7809 LOCAL: (717) 737-4152 TOLL FREE: (800) 948-1454 FAX; (717) 737-0589 Memberl: Social Securi~y ~; Statement Date: Page~: Mail Code: Web Code: 337 161-3X-XXXX 02/29/2004 2 GEORGE V BOLTON II YTD TAXABLE DIV: YTD TAXABLE INT: YTD FINANCE CHG: TRAN POST TRANSACTION DATE DATE DESCRIPTION TRAN FEE AMOUNT AMOUNT FINANCE LOAN CHARGE PRINCIPAL BALANC ------------------------------ ----------- -------- --------- ---------- ---------- Balance Forward: Net Change: New Balance: 1?669.98 450.46- 1?219.52 02/01 Type: 51 - 4402 - lYEAR,G.~~;r,~,F.ICATE ,.. 51 02/29 02/29 Dividend Posting 29.41 02/29 M~t1;1rity Date ;...JJ.L_1.0L_200~ D:1.vJ.dend Ra1;.e-. .........JI. 490).{. ~PY: / ,1.50 Yo" Type: RIRC - 3581 - ~EG ROTH Sy~CU\'j\.iI.~. /MONTH. I~*\.CERT 02/29 Dividend Postin~'r'-' ;"'1'" i 38.98'" '\ I' . ,............ \.. M~t1;1rit!Y I.ate: 9,a~0~Z004 ~,\..,.r. _~() 11 D:1.vJ.den1d R~'e-: /'7to,~p 7- t::.Ji \ APY: /' 7 . 213'<t;~~"_"",,,. Type: rr - REGULAR ROTH IRA \. $~I /' lP'.-....'... ./ \ '1 -ll'4>~~fWl1I"", ....' l ,'.... ~,;./ # 1 Type sha3 - FULL Y SECUREri'B~....Stl8.RES'.",. PA TREASURY DEPT .-IJ 409.65 / rt.{5rrn~L L.~4A./ Due Date: 03/28/2004 Payment Amount: 409.65 APR: 5.70000 7- Daily Rate: .015616440 Yo YTD Fin Chg: 177.44 @ ~l\iJm~~~ 2Lf9~7 . 24 NEW BALANCE 24937.24 , ~. ..' ....~ ( ", . 02/01 02/29 02/29 .fIi__JN~,o;~ff~. . 70- . NEW BALANCE 7047.59 .~;. ":":. 'IH~ .- 02/01 LOAN 02/27 02/27 02/29 PREVIOUS BALANCE NEW BALANCE PREVIOUS BALANCE 84.94 324.71 NEW BALANCE .00 .00 19426.44 19101.73 19!1IO'1 . 713 02/01 02/29 02/01 LOAN # 42 Type hloc - HOME EQUITY LOC PREVIOUS BALANCE 9282.87 02/27 02/27 PA TREASURY DEPT 160.00 35.61 124.39 9158.48 02/29 ~ e4Jl{j~ ~6 rjJ NEW BALANCE 9.,~~.8 .48 . ue ate: 04/1 /2004 :I( Available Credit: $841.52 Payment Amount: 160.00 APR: 5.00000 Yo Variable Rate Loan Daily Rate: .013698630 7- Periodic Rate May Vary YTD Fin Chg: 74.26 02/01 LOAN # 44 Type veh - FULLY TITLE SECURED PREVIOUS BALANCE 10577.47 02/27 02/27 PA TREASURY DEPT 380.27 52.74 327.53 10249.94 02/29 NEW BALANCE 102.49.94 Due Date: 03/28/2004 V.~ A J Payment Amount: 380.27 v...rPV APR: 6.50000 Yo .II .) Daily Rate: .017808220 Yo L.. b 'tWL/ YTD Fin Chg: 110.97 You're Invited!! Please plan to attend the 37th Annual Meeting of Your Credit Union on Saturday, April 3 at the Radisson Penn Harris in Camp Hill. Enjoy dinner, dancing, DJ, and door prizes. Call the Credit Union today to make your reservation and join us! 6404173 iiiiiiiiijii;j - - >05627 0895895 001 008137 MXP GEORGE BOLTON 4 PLAINVIEW RD CAMP HILL PA 17011-7928 yOUR 'ACCOUNT 56301829 GEORGE BOLTON YOUR REPRESENTATIVE MICHAEL I.IGUORI REP ID: BN40 - - iiiiiiiiijii;j iiiiiiiiijii;j ~ == iiiiiiiiijii;j ~ Cash account $74.75 $74.75 Note The total value of your account does not include un priced securities. Total value of your account on May 28, 2004 ~~'t.~, Asset allocation Cash and equivalents Total assets Total value of your account " ~ '. ..J. > .~.,_.....~.~ May 28, 2004 $74.75 100.00% $74.75 100.00% $74.75 April 30, 2004 $74.75 100.00% $74.75 100.00"10 $74.75 _~E.W.,989~~q~Eg!1~Ji!l!l.2.q~:mJnll~'lJIIl!lglil1liDL.:1 1.1._ " . dJ[ I II >1,' I" <I 1\ ,IJ"",, .' I,! I' > l];:vr" {\~~-'ffiilfTMl 1'1.11 'jO '11,\"" J\ ,1UfWAZillJllt:\:<1 f =,.,M;tO\1lTIi 1'1 f ~ 'I 7 \: ' l )Ji " 'firJ/11 rl/id':'I'!:.J'1) r}it.'JIi?j;'f'".~, n(//"",) l~~"tf., l:f?ifiJFfAttfJ)jf.IJ.<q.y,j f])[i' ,[;!~f:'ili (l,-t!J;'~'A 'II? {~/~':d::'::.'zr,fi;-,ljTri';fi,j'JtrYl:fO}~L!;7DEi) 1-i'!.,;m ~'Tj'<{ fI"r,1(iJ.r;/f 'l':: ~ R'1J>~ir:!SJU:i{,,'f~-l'l~)jlj'(Xdi:(f:tF})f.!?!I&..""J YOUR ACCOUNT 56301829 GEORGE BOLTON Your investments - cash account Quantity *' Price on 5/28/04 ($) e Value on 5/28/04 ($) Est. annual income ($) Est. yield (%) Cash and equivalents CASH - INTEREST BEARING Total cash and equivalents 74.75 74.75 Equities Stocks and related options ESQUIRE COMMUNICATIONS LTD COM PAR $0.02 BS Total stocks and related options Total equities ESQS 0.00 0.00 Value of your cash account Total value of your account 150 not available 74.75 $74,75 About your statement In this statement, you and your mean the account holder. FSI means Fiserv Securities, Inc., th.. canying firm for your brokBrage account. If you wish to direct a complaint about this aCl:Ount, please contact: Maxim Group, LlC. 405 LeJlinl!ton Av.... 2nd Aoor New York. NY 10174 (212) 895-3500 Attention: Compliance Department About tho infonnotlon In thl. .tatement The prices and values shown are the estimated fieures on the statement date. Some securities. such as bonds and securities that trade infrequently. may not be priced. FSI receives security prices and tax status from an independent source. While FSI considers this source to b.. reliable, the prices it provides are approximate and are not necessarily the prices the securities would receive ir they were sold. Thl. I. partlculerly truo of bond prico.. Tax rorms will be provided as required by the IRS. Tot.1 v..u. of your account The total value or your account is the total value of your cash account, checking account, marlin account. short account or other account. The total value or your account doesn't include: . ail)' unpriced securities . any investments you hold outside your brokBraee account Because the total vaiue or your account may not include the value of all your investments. it is meant to be a eeneral euideline only. As.et allocation This shows you how your investments are allocated amone five possible classes: cash and eqUivalents. fixed Income, equities. optlons and other. The fixed Income class is divided into taxable and non-taxable investmltnts. The 'othel" class includes investments that don't fit into these cataeories. like limited partnerships and unit investment trusts. Your statement includes an asset allocation pie chart when: . your assets are allocated to more than one class . all of the asset classes have a positive value. Because the asset allocation may not include the value of all of your investments. the percentaees in the table and the pie chart are meant to be a guide only. Your inv..tments This section lists ali or the investments you held at the end of the statement period by type of account and asset class. You'll find a description of each investment. its symbol. quantity, price and value, as well as an estimate of its annual income and estimated averaee annual yield. If you have any questions regardine these calculations please contact FSI. Cuh and .qulvalent. Any uninv..sted cash in your account at the end or the statement period is shown in cash and equival..nts. Money waiting to be invested can be held in cash, interest bearine accounts, money market funds or other deposit accounts. Cash you hold in your account is your '(ree credit balance'. This cash is payable to you on demand. FSI may use this cash in its busin..ss acccrdine to the limits set out in 17 CRF S240 1503-2 under the Securities Exchanee Act of 1934. Your statement shows th.. estimated averaee yield ror the money market fund. This yield is calculated usine the averaee of the'daily rates divided by the number of days in the month. To find out the actual yield on a specific day, please contact your representative or the mutual fund company. DPP and REIT p.lcing The prices shown for direct participation proerams IDPP) or non-traded Real Estate Investment Trusts (REID are estimated values. We typically receive these prices from a third party, which receives them from the investment's gen..ral partners. unless we have received other information, such as an independent appraisal. "0. or Ilnot available' appears if we cannot eet an estimated value. Because many partnership valuations are provided only annually. they do not always reflect current value. DPPs and non-traded REITs shown on this statement may not be the amount you would receive if you sold this security. You can view an FSI Statement or Rnancial Condition in person at its offices. or ask FSI to mail you a copy. Fiserv Securities, Inc.. One Commerce Square. 2005 Market Street. Philadelphia, PA 19103-3p2 (215)636-3000. This address may also be used if you have a complaint that you wish to direct to the clearing firm, Iryou wish to change your add.es., ploa.o uso the address andlor phone number un th.. front of this .tatement. About your account FSI cash account You must pay for all purchases in a cash account in full on or before the settlement date. You can pay for purchases by depositing cash into your account, selling other investments or by drawing down other accounts. Lost ..curltl.. FSI will replace at no charge any lost security that you report to your representative within ,six months from the day the statement is mailed. It .1 ., E-4 Z ..,. (' ::J - I 0 0 ..... ,~' u w U U Cl c: c( < a- lii III II.. CIl ~ ~ CJ ~ III .~ all Gl 0 .t: '3 CIl ~ IT ~ en w ..,. iG if. if. 0 N 0 GO GO 'u ~ oj ~ N d 01 '0. c: ~ l'I:I ~I M c: I.. ~ CU u. f-4 .a l- E ~ cu en .... - W N Z c. :> .... cu 00 CO 0 r;j') en w 00 ~ .... 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U1 --l ::2 "'C ::::J u Ol ::) en w .Ii lr -< ~ c 0 0 u.. W Z ::r: c e ::J en 111 'lS~ Z 0 1-1 E 0 l- tS :I: U " !! ..... ~o u ....:l :>, 0 :;: Z !! !! ~ U .... m :J :::l III U "Q, ~ e( 0 ., co a 0 e( <( .;] C "<f' 'C 0 Z ~ ... ~ en m co w r:: C 0 W (.) 't:o:: CII W :J I- ..J ~ l'! 0 0 ....- I'll 0 U <( E E :a <( "'lS I-< ~ .....I :t: <( ~ .....I 11)" ...:l 0 <C 'C ::r: 0 e( I-- ...... .... 0 ::J en 0 I- " " :;:l III CJ I- <C rn en l- e .g e ~ ::J ~ 0 Q) <( ::) 0 Q,... (.) W l- e) 0 0 <( l- I-- s; COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT W ASS CARL G CALDWELL & KEARNS 3631 N FRONT STREET HARRISBURG, PA 17110-1533 _nn___ fold ESTATE INFORMATION: SSN: 161-34-0299 FILE NUMBER: 2104-0280 DECEDENT NAME: BOLTON GEORGE V II DATE OF PAYMENT: 12/27/2007 POSTMARK DATE: 12/27/2007 COUNTY: CUMBERLAND DATE OF DEATH: 03/16/2004 NO. CD 009112 ACN ASSESSM ENT CONTROL NUMBER AMOUNT 101 I $266.92 I I I I I I I I TOTAL AMOUNT PAID: $266.92 REMARKS: CHECK# 50039 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ,... .\ Date: 2/25/2008 ~ VlASS CARL G CALDWELL & KEARNS 3631 N FRONT STREET HARRISBURG, PA 17110-1533 () :. ) r ) c. c~:~ (., RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 lS due by: 3/16/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, I'n C/)' , tfJ.-J . (J /ff1t4U.tL~f?#A.-) JI~t.t~l1.t'tj Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/25/2008 r', I BOLTON JOSEPH C PO BOX 39334 c:--) FORT LAUDERDALE, FL 33308 RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. l\s 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 \~ills a Status Report of completed or uncompleted administration. This filing lS due by: 3/16/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, If.n C/ .t;, -.I /J ,i:tt~/6L ~4:~;'~tj jJ~~dfl~t!J(.1 Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel e e INDEX TO WITNESSES FOR THE ESTATE EXAMINATION John R. Beinhaur, Esquire 5 INDEX TO EXHIBITS FOR THE ESTATE MARKED ADMITTED 2 - Client ledger 7 23 3 - Auto Max of Manheim Check 2024 8 23 4 - Susquehanna Valley Federal Credit Union accounting 11 23 5 - Cumberland County Sheriff Check 55011 15 23 6 - Susquehanna Valley Federal Credit Union Fax 16 23 - . e e 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 November 19, 2007 Carlisle, Pennsylvania (The following proceedings were held at 2:42 p.m.) THE COURT: This is the time and place for a resumption of the hearing on the Motion of Central Penn Property Services, Inc., To Compel the Filing of a Pennsylvania Estate Tax Return, and I believe actually this should be considered an inheritance tax return that is being requested. I will ask counsel present to identify themselves for the record and the party that they are representing, then we will begin the hearing. MR. HALLER: Please the Court, Leon Haller as local counsel for Stephen Hladik. Counsel filed the motion in this case. THE COURT: All right. Do you have a card that I could use? MR. HALLER: I can write it down. MR. WASS: I am Carl Wass, Your Honor, and I represent Joseph Bolton, who is here in his capacity as administrator of the estate of his deceased brother. THE COURT: All right. There was another person involved in this further hearing, and that is Thomas J. Schrenk. I do not see Mr. Schrenk in the court at this time. MR. WASS: I do not see Mr. Schrenk either, Your Honor, however as my client, Mr. Bolton, can tell you, he and I 3 e e 1 had occasion to meet with Mr. Schrenk about 2 months ago, back 2 in September, at a time when we had the date for today's 3 hearing, and I saw Mr. Schrenk at that time and reminded him of 4 today's hearing date and reminded him also of the fact that he 5 had been subpoenaed for the original hearing in August and that 6 the subpoena was a continuing subpoena and I did want him 7 present today. He understood that, assured me that he would be 8 here and I have not heard nor seen him since. 9 THE COURT: All right. LaToya C. Winfield, 10 Esquire, was present at the last hearing. 11 MR. HALLER: She is with my office, Your Honor, but 12 she took another job. 13 THE COURT: All right. My recollection is that at 14 the last hearing toward the end I did indicate that I thought 15 there might be a bond which would cover any losses of the 16 estate, but my understanding is that is not correct, there was 17 no bond that applied to Mr. Schrenk. Is that counsel's 18 understanding as well? 19 MR. WASS: That is my understanding. If Your Honor 20 noticed a bond in the file, it was a bond that on behalf of Mr. 21 Bolton we had to post because he resides out of state. 22 THE COURT: All right. Finally, at the last 23 hearing Mr. Schrenk, as I recall, testified that any property 24 that might seem to be missing in this case would have been in 25 the hands of John R. Beinhaur, Esquire, and certainly that 4 e e 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 testimony would be a little surprising if it were true. But I understand that Mr. Beinhaur is present and will be called as a witness to respond to that allegation, is that correct? MR. WASS: That is correct, Your Honor. THE COURT: All right, go ahead. JOHN R. BEINHAUR, ESQUIRE, having been duly sworn, testified as follows: EXAMINATION BY MR. WASS: Q Would you state your full name please for the record and spell your last name. A My name is John R. Beinhaur, B-E-I-N-H-A-U-R. Q What is your occupation, Mr. Beinhaur? A Attorney. Q Where is it that you practice law? A I practice in Harrisburg. Q You are with a firm? A The firm is Beinhaur and Curcillo, C-U-R-C-I-L-L-O. Q Let's get right to the nub of this. Mr. Beinhaur, at one point were you the attorney representing Thomas Schrenk, who qualified as the executor of the estate of George V. Bolton, II? A Yes, that is correct. Q Did you draft the will of Mr. Bolton? 5 e e 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 A I did. Q When he passed away then, you were called upon to assist Mr. Schrenk who was named the executor under the will, is that correct? A That is correct. Q In terms of representing the interests of the estate, did you manage the money of the estate or did you leave that in the hands of Mr. Schrenk? A Mr. Schrenk gave me limited funds to work with for limited purposes. Any other monies were presumably managed by him. He was a very uncommunicative client. Q You had difficulty communicating with him? A That would be correct. Q In fact, I believe we learned at the prior hearing that during the course of the administration of the estate that there was a home that was owned by the deceased, Mr. Schrenk moved into the home and resided in that home but while he was living there, the mortgage was not being paid by him or by anyone and ultimately a foreclosure against that real estate occurred, is that correct? A That is correct. Q Did you try to assist Mr. Schrenk in refinancing the home in an effort to save the home from foreclosure? A Well, I am not a lender but I did give him a referral to somebody who does the lender business. 6 e e 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Q So you made an effort, but -- A Yes, I did make an effort to have him do what he wanted to do. Q Did he follow through? A As best I can tell, he began and then faltered. Q He what? A He began and then faltered. Q You maintain client leger records within your office, do you not? A Yes, that is correct. MR. WASS: Your Honor, I have an extra copy of this exhibit. (Estate Exhibit No.2 marked for identification.) THE COURT: I don't need it. Has this been marked as Estate Exhibit No.2? MR. WASS: Correct. BY MR. WASS: Q Mr. Beinhaur, I am showing you what has been marked as Estate Exhibit No.2. Do you recognize that document? A Yes, I do. Q What is that document? A It is a ledger of the transactions with Mr. Bolton and his estate. Q You had represented Mr. Bolton In one matter or another as long ago as what year? 7 e e 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 A As long ago as 1999. Q He died in March of 2004, is that correct? A That is my recollection, I don't have the exact date. Q Going then to that portion of your ledger sheet and carrying it into 2004, do you see a notation as to when funds, significant funds, first came into your hands for purposes of administering the estate? June 3, 2004, a check for $5,000 was brought to my A office. Q A Q A Q Do you know what was the source of that 5,000? Not without referring to my file. But did it come to you from Mr. Schrenk? It did, indeed. Then refer if you will to the next page there is an entry on March 15, 2005. Was that a deposit? A That was a receipt from Mr. Schrenk again. Q Do you know what was the source of that deposit? A Again, not without referring to my files. Q What was the amount of the deposit? A $2,524.45. (Estate Exhibit No.3 marked for identification.) BY MR. WASS: Q Mr. Beinhaur, I show you what has been marked as Estate Exhibit No. 3 and ask you if you have ever seen and/or 8 e e 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 can identify that document. A Yes, I can. Q Does that help you identify the source of the deposit? A It certainly does. Q Explain, please. A The deposit from March 15, 2005, for the $2,524.45 were the proceeds after paying off the loan associated with Mr. Bolton's vehicle. Q The check is from -- A From Auto Max of Manheim. Q Is that the organization that you utilized on behalf of the estate to sell the vehicle? A Yes, I contacted Auto Max in Colonial Park. Q Did that check come directly to you? A That check did come to me, it was made payable to my office. Q Would it be fair to say that that check came directly to you in the mail or from the merchant as opposed to being brought to you by Mr. Schrenk? A That is correct, it did come from Auto Max directly. Q On the bottom of Exhibit 2, which is still in front of you, the bottom of page 4, are you still carrying a balance In your escrow account at your law office? 9 e e 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 That is correct. The last entry on that fourth page shows what A Q balance? A Q A Q The balance shown is $1,308.25. Are you still maintaining that balance? That is correct. Are you prepared to dispose of that balance by turning it over to the estate administrator? A I would appreciate an order to do so. Q At the last hearing there was an exhibit introduced into evidence which was a draft of the inheritance tax return. I show you a copy of that draft. Do you recognize that document? A Yes, I do. Q Who prepared that document, that draft? A I prepared that document. Q It is a Pennsylvania inheritance tax return or at least a draft thereof? A That is correct. Q Did you ever file it? A I did not. Q Why not? A I could not get enough cooperation from my client to make that filing. Q That was all before the foreclosure of the real 10 e e 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 estate? A That is correct. Q Would you turn to Schedule E on that page please. Schedule E is intended to record cash, bank deposits, and miscellaneous personal property, is it not? A That is correct. Q What was your source of information for being able to complete that page? A The information was provided by Mr. Schrenk. Q I am going to give you a separate page which is just Schedule E and mark this. (Estate Exhibit No.4 marked for identification.) BY MR. WASS: Q Mr. Beinhaur, I show you what has been marked for identification as Estate Exhibit No.4. Have you ever seen that document? A I see a lot of documents, but I think it looks familiar, yes. Q Would that be the document from which you secured the figures that are contained on Schedule E pertaining to most of the personal property? A It does appear to be so. Q For example, on Schedule E there is reported four items from Susquehanna Federal Credit Union as being assets of the estate. Exhibit No. 4 is a document from what source? 11 e e 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 A Exhibit No. 4 is a statement from Susquehanna Valley Federal Credit Union. Q Look at the first item reflecting a regular share savings account. A Yes, sir. Q What is the previous balance set forth on that statement dated February 29, 2004? A Previous balance, $97.85. Q Is that the exact figure on Schedule E, item one? A That is the exact figure. Q Right beneath that is a checking account share draft balance showing a previous balance in what amount? A Previous balance, $1,669.98. Q Does that show up on Schedule E in precisely that amount? A Yes, it does. Q There is a second page on the Susquehanna Valley Federal Credit Union account. There is a I-year certificate identified, is there not? A Yes, there is. Q The previous balance identified for that CD is In what amount? A $24,907.83. Q How does that compare with item number four on Schedule E? 12 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 e . A It is the exact amount. Q There is another item which reflects an IRA certificate of deposit in what amount on the credit unlon statement? A Previous balance $708.61. Q How does that compare with item five on Schedule E? A That is exactly the amount. Q Thinking back now, would you indicate to your best recollection if you did or did not prepare Schedule E in large part with reference to the bank's statement you just reviewed? A I would say yes. Q Did you ever go to Susquehanna Valley Federal Credit Union and retrieve any of the monies from that account? A Myself, no. Q To the best of your knowledge, did Mr. Schrenk take control of those items? A Mr. Schrenk did. Q You were not present at the hearing that was conducted in this courtroom on August 9 of this year, but I would like to read from the record if I may certain portions of the testimony of Mr. Schrenk. Mr. Schrenk acknowledged, although he could not recall the date, but he acknowledged that he received a check from the sheriff of Cumberland County at some point in time following the foreclosure on the real estate. He acknowledged 13 e . 1 that check was lD the amount of $23,375.89. 2 Upon a question and answer of Mr. Schrenk after he 3 gave us the amount. My question was: And it was given to you 4 by the -- was it given to you? 5 ANSWER: It came in the mail, yes, to me. 6 QUESTION: It came in the mail? 7 And so you were still living in the property at 4 8 Plainview Drive? 9 That's correct. 10 QUESTION: At the time the check came? 11 ANSWER: Yes. 12 QUESTION: And that check came from the Sheriff of 13 Cumberland County? 14 ANSWER: That's correct. 15 QUESTION: What did you do with the check? 16 ANSWER: The check was turned into the estate. 17 QUESTION: Well, specifically. Who did you give it 18 to? 19 ANSWER: Mr. Beinhaur. 20 QUESTION: Did you take it to his office? 21 ANSWER: Yes. 22 QUESTION: Did you give it directly to him or just 23 leave it there? 24 ANSWER: No. I always met with him. 25 QUESTION: You met with him? 14 e . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 ANSWER: Yes. Did you ever meet with Mr. Schrenk and receive a check written by the sheriff of Cumberland County in the amount of $23,000 and some odd dollars? A I did not. That didn't happen. (Estate Exhibit No.5 marked for identification.) BY MR. WASS: Q Showing you what has been marked for identification as Estate Exhibit No.5. Can you tell us what that purports to be? A It is a check, a copy of a check from the Cumberland County Sheriff in the amount of $23,375.89. Q Payable to? A Bolton George V II The Estate of C/O Thomas J. Schrenk, Executor, 4 Plainview Road, Camp Hill, Pennsylvania, 17011. Q Did you ever see that check before you have seen a copy of it today? A You were kind enough to provide me a copy last week. Before that, no. Q Do you know where Mr. Schrenk maintained the banking account for the estate? A I do not. Q Would he likely have maintained it at Susquehanna Valley Federal Credit Union where the deposits had been 15 e - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 previously? A Would he likely have? I have no way of knowing. Q Look at the reverse side of the check that the Sheriff sent and Mr. Schrenk indicated had been received by him. Is there a deposit mark? A There is a deposit mark. Q To what institution? A Susquehanna Valley Federal Credit Union. Q Is there an endorsement? A There is an endorsement. Q Can you read the endorsement? A I can. Q What does it say? A It is Thomas J. Schrenk's signature and printed after that, executor. (Estate Exhibit No.6 marked for identification.) BY MR. WASS: Q I show you what has been marked as Exhibit No.6, Estate Exhibit No.6. Can you look at that document. Can you identify from what source that document came? A This is a fax cover page from Susquehanna Valley Federal Credit Union and a Maggie Fisher at that organization. Q To whom is that fax directed? A It is directed to Carl Wass. Q It regards what kind of records? 16 e . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 A The comments section says: Estate of George Bolton, account records. Q Turn to the second page. Reading it from bottom to top, does it appear that the records, the earliest date on which record keeping was maintained, starts at the bottom and finishes at the top? A It does. Q What was the original deposit to this particular account? A There was a deposit of $21,175.89. Q That is about $2200 less than the check the sheriff wrote, isn't it? A That is correct. Q But the 89 cents complies completely with the sheriff's check, does it not? A It does, the 7989 complies completely. Q The sheriff's check was dated what date? A The sheriff's check was dated July 31, 2006. Q The account at Susquehanna Valley Federal Credit Union for the estate was opened on what date? A August 2, 2006. Q Three days after the sheriff's check? A That is correct. Q Looking at the remainder of Estate Exhibit No. 6 and reading from bottom to top, do you see funds being removed 17 e e 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 reported as being removed from that account? A What page, Mr. Wass? Q Page 2. A Page 2. Yes, there is indicated on this statement share withdrawals. Q Federal credit unions don't operate on checks, they operate on share withdrawals, don't they? A That is correct. Q Reading from the bottom, the first deposit was August 2, 2006, correct? A Yes. Q The last entry at the top was dated what date? A That is dated October 17, 2006. Q What is the notation and the balance reflected on the account at that time? A The notation is the description of the transaction is close account. The balance after what appears to be a transaction amount of $221.65 is O. Q Would you say that between August 2 and October 17, 2006, share accounts or share withdrawals totaled 21,175.89 plus interest? A 21,175.89, yes. Q So it would appear Mr. Schrenk closed the account out? A That is what it appears from this report. 18 e - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Q Referring you back to Schedule E that had been contained on Estate Exhibit No.1. There is a reference there to the certificate of deposit, is there not? A Yes. Q In what amount? A $24,907.83. Q I am going to refer to the series of questions and answers from the hearing that was held August 8. "BY MR. WASS: QUESTION: Now, the same Credit Union is identified also on Schedule E as holding a Certificate of Deposit that had a reported value on the schedule of $24,907? ANSWER: Yes. QUESTION: Did you also cash in that certificate of deposit? ANSWER: Yes, I cashed it in, I got a check, most likely signed it, and turned it into the estate, to Mr. Beinhaur." Did you ever receive a check drawn on Susquehanna Valley Federal Credit Union in the amount of $24,907 or anywhere close to that amount? A No. Q Continuing on the next page: "And then the last item was Susquehanna Valley Federal Credit Union was also holding on to a certificate number 3581, which is an IRA 19 e e 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 account having a value of just a tad over $7,000. Did you also close out that IRA account? ANSWER: Yes, I did. QUESTION: Do you recollect having received a check for the balance that was in that account? ANSWER: Yeah. I believe I received a check and signed it and turned it in. QUESTION: And again, is that a check that you also gave to Mr. Beinhaur? ANSWER: Yes. QUESTION: ANSWER: So you didn't cash any of those checks? No, they were all written to the estate of George V. Bolton." Did you have delivered to you or turned over to you a check for slightly over $7,000 representing the close out of an IRA account that was owned by George V. Bolton, II, before he died? A No. The only sum of monies tendered to my office were the two we discussed earlier. Q One for $5,000? A One for $5,000. Q And the other one for the value left over after the automobile was sold? A After the loan was paid, correct. Q That's right. There was an encumbrance on the 20 e - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 automobile, so in order to sell it the encumbrance had to be paid, is that correct? A That is correct. Q So the two-thousand some odd dollars was a net figure? A That is correct. Q After the encumbrance was paid? A (Witness nods head affirmatively.) MR. WASS: Your Honor, I have no further questions of this witness. THE COURT: All right. BY THE COURT: Q Do your records show what happened to the $6,116.20, which are above and beyond $1,308.25 that remained in your account? A Yes, I have a report of that, Your Honor. It was submitted as one of the exhibits. THE COURT: Which exhibit was that? MR. WASS: That would have been No -- THE WITNESS: That is Exhibit No.2, Your Honor. THE COURT: All right. BY THE COURT: Q What were most of those expenses? A There are expenses for attorney's fees for my work, of course. Some of it was prior to Mr. Bolton's death, there 21 e . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 was a slight balance, a couple of hundred dollars that was paid. Subsequent to that, the period of time from 2004 until I believe 2006, there were some attorney's fees taken out, some filing fees to open an estate. The advertising costs of the estate. Q You don't know where Mr. Schrenk got the $5,000 deposit? A If I could search my files, I am sure I could come up with a copy of the check, but not at this moment, Your Honor. Q Do you have your files here? A Yes, I do. THE COURT: I would be curious where that came from, we will take about a two minute recess. (Recess.) THE COURT: We will let the record indicate that the Court has resumed the hearing in the case of the estate of George V. Bolton, II. Mr. Beinhaur, I gather you were unable to find that particular item? THE WITNESS: I was not, Your Honor. Just a quick cursory through checks as I could. There may be a copy in my escrow deposit records from that month, and I would be happy to search these if the Court would prefer. 22 e - 1 THE COURT: No, that is all right. Mr. Haller. 2 MR. HALLER: No questions, Your Honor. 3 THE COURT: All right. You may step down, thank 4 you. 5 MR. WASS: Your Honor, I would move into evidence 6 Estate Exhibit Nos. 2 through 6. 7 THE COURT: Mr. Haller, do you have any objection 8 to that? 9 MR. HALLER: No objection. 10 THE COURT: Estate Exhibits 2, 3, 4, 5, and 6 are 11 admitted. Mr. Wass, does that conclude your case-in-chief? 12 MR. WASS: Yes, it does, we have no further 13 testimony. 14 THE COURT: Mr. Haller. 15 MR. HALLER: We have nothing further, Your Honor. 16 THE COURT: All right. Mr. Schrenk still has not 17 appeared. Mr. Wass, I will ask you to dictate a proposed 18 order, and then I will ask Mr. Haller if he is in agreement 19 with it, if that would be acceptable: And now, this 19th day 20 of November, 2007, upon consideration of the Motion of Central 21 Pennsylvania Property Services, Inc., To Compel Filing of 22 Pennsylvania Estate Tax Return, and following a hearing held on 23 August 9, 2007, and November 19, 2007, and pursuant to an 24 agreement of counsel in the persons of Carl Wass, Esquire, on 25 behalf of Joseph Bolton, and Leon P. Haller, Esquire, on behalf 23 e e 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 of Central Penn Property Services, Inc., and in the absence of Thomas J. Schrenk, who failed to appear for the second day of hearing in this matter, it is ordered and directed as follows: MR. WASS: 1. John R. Beinhaur, Esquire, is directed to remit to the estate of George V. Bolton, II, the balance of funds contained in his law office escrow account In the sum of $1,308.25, and to thereafter cooperate as may be needed in providing the estate with necessary information already in his possession. 2. Joseph Bolton, the administrator of the estate is hereby directed to prepare and file a Pennsylvania inheritance tax return on or before January 1, 2008. Mr. Haller, is that order satisfactory to you and your client? MR. HALLER: It is, Your Honor. THE COURT: Mr. Beinhaur, it does impose an obligation on you. Are you satisfied with the order? MR. BEINHAUR: Yes, Your Honor. THE COURT: We will add to the order: In agreeing to enter this order, the Court has found the testimony of John R. Beinhaur, Esquire, credible with respect to various matters at issue in this case, and the testimony of Thomas J. Schrenk, with regard to those same issues, not credible. Court is adjourned. (Court adjourned at 3:30 p.m.) 24 e . CERTIFICATION I hereby certify that the proceedings are contained fully and accurately in the notes taken by me on the above cause and that this is a correct transcript of same. gq~ C~artdi Patricia C. Ba tt Official Stenographer The foregoing record of the proceedings on the hearing of the within matter is hereby approved and directed to be filed. l::-e[" l~1 )aD~ J. Date 25 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF r.l:JMRF.RT.ANn COUNTY, PENNSYLVANIA Name of Decedent: George V. Bolton, II Date of Death: 3/16/2004 File Number: 2004-00280 Pursuant to Pa. O.c. Rule 6.12, I report the follo\ving with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. DYes [] No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Hopefully, within one year. Currently we are awaiting the transcript from hearing before Judge Oler from November 19, 2007 in order to proceed. 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . . . DYes D No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infonnally to the parties in interest? ............................... DYes DNo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and m<iY be attached to this report. Dale March 4. 2008 Capacity: ~Personal Representative D Counsel Carl G. Wass Name of Person Filing this Form 3631 North Front street Address H~rri~hllrg, PA 17110 ~ , . j .(, 717-232-7661 Telephone Form RW-IO rev. 10.13.06 \ St~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITAINCE TAX DIVISION ,_,OF. DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 - r_'} _ _ HARRISBUIRG PA 17128-0601 REV-1547 EX AFP (06-05) ', r ~~~~$ ~A~' ~0 Pry ~~= S~ CARL G WASS C~ `~-~~~ ri4 CALDWELL & KEARN~., ~~~~~~ f' ~~~~;rtr 3631 N FRONT ST "~ I ~r-~ HARRISBURG PA 17110 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS 4- _ _____________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOLTON II GEORGE V FILE N0. 21 04-0280 ACN 101 DATE 05-26-2008 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED 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 C) 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: To insure proper credit to your account, submit the upper portion of this form with your tax payment. ~$) 63, 123.88 APPROVED DEDUCTIONS AND EXEMPTIONS: 25,147.20 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 31.505.8 6 11. Total Deductions I11) 56.6~~.06 12. Net Value of Tax Return C12) 6,470.82 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 3,235.41 14. Net Value of Estate Subject to Tax ~l4) 3,235.41 NOTE: 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. Amount of Line 14 at Spousal rate (15) •00 X 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 , 617.71 X 17. Amount of Line 14 at Sibling rate X17) 1 , 617.70 X 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due Tex rornTTC. .00 X 00 _ .00 045_ 72.80 12 _ 194.12 15 = .00 cly)= 266.92 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 12-2'7-2007 CD009112 .00 266.92 12-2'7-2007 WRITEOFF .00 53.60 TOTAL TAX CREDIT 266.92 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF F'AID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF~cOTAL DUEcISrREFLECTEDrAS'AT°CREDITu CCR)' YOU MAY-BE DUE DATE 05-26-2008 ESTATE OF BOLTON II GEORGE V DATE OF DEATH 03-16-2004 FILE NUMBER 21 04-0280 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-25-2008 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: cl) 23,375.89 c2) .00 c3) .00 c4) .00 c5) 39,747.99 c6) .00 cn .00 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 3/03/X09 ~,,, c7 WASS CARL G -~Q ~ CALDWELL & KEARNS ~'' x" ~ ~ 3631 N FRONT STREET m i HARRISBURG, PA 17110-1533 .~tn~ w ~ ~ -- ~~ t^ ~~~ ~ ~ © .- iV RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 is due by: 3/16/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, _____ ~ ~- _ t /~ :, Glenda Farner Strasbaugh~ Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/03/2009 BOLTON JOSEPH C ~'' ~U PO BOX 39334 ,-A'~U FORT LAUDERDALE, FL 33308 ~~~ ~ ~ ~' b ~ f' `i r` RE: Estate of BOLTON GEORGE V II ~ .,'' File Number: 2004-00280 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 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 is due by: 3/16/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely., ,. , < '~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel STATUS REPORT UNDER RULE 6.12 REGISTER OF WILL OF CUMBERLAND COUNTY PENNSYLVANIA Name of Decedent: George V. Bolton, II Date of Death: March 16, 2004 No.: 2004-00280 PA No.: 21-04-0280 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. 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: Possible criminal charges are under investigation by Lower Allen Police Department with regard to former (removed) Executor. Closure cannot occur until prosecution concluded -approximately one near from now. 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: personal rep's account no. 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: ~~~~ ~- ~ zv o ~ 14680 N~: f; 6S ~ , , '~ ~°,~~ c ~{z.,,~ e vEitJj, Carl G. Wass, Esq e Caldwell & Kearns 3631 North Front Street Harrisburg, PA 17110 (717) 232-7661 Counsel for Personal Representative STATUS REPORT UNDER RULE 6.12 REGISTER OF WILL OF CUMBERLAND COUNTY PENNSYLVANIA Name of Decedent: Date of Death: No.. PA No.: George V. Bolton, II March 16.2004 2004-00280 21-04-0280 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: Possible criminal charges are under investigation by Lower Allen Police Department with regard to former (removed) Executor. Closure cannot occur until prosecution concluded. 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: personal rep's account no. 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: ~,~ 0 :~_ ~";fit.°~ N N C u ... ~ CQ ~ ~= '¢ ~~.~ c iassso ; C,.J i_._.i ~ ~~-~~, ~;'! ! ~ ~ ~ ~~~ C.; ~. ~~ ~ ~ U ~~ c~ ~~.. ~~ ~ ~~._ o c° ' , Eliz eth H. Feather, Esquire Carl G. Wass, Esquire Caldwell & Kearns 3631 North Front Street Harrisburg, PA 17110 (717) 232-7661 Counsel for Personal Representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 ,,~~ Phone : (717 ) 2 4 0 - 6 3 4 5 " ~ ~~' ' '~"~ " ,.. _, ZQIQ FE8 17 P~ 2: 2S Date: 2/16/2010 WASS CARL G CALDWELL & KEARNS 3631 N FRONT STREET HARRISBURG, PA 17110-1533 RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: C~E~i( C~~ ~ ORP~^,hd ~~;i CQ~R PA This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 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 is due by: 3/16/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~n ~ ~ ~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 '?:.'~ ~ F • •.- , . ,.- _ - ~ Phone: (717) 240-6345 ,Y `"_ ~, .; [ ~ ~ v~~ o t.._ 2010 PEES 17 Ply 2: 25 CLERK CF ORPK~i'S CD~F~T ~~e-BSI P~~~~~. :. ..~~., Date: 2/16/2010 BOLTON JOSEPH C PO BOX 39334 FORT LAUDERDALE, FL 33308 RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 is due by: 3/16/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farne:r Strasbaugh Clerk of the Orphans' Court cc: File Counsel CALDWELL &KEARNS JAMES R. CuvnNDu JAMes L. GOLDSMRII A PROFESSIONAL CORPORATION JEFFRErT. McGuIRe* sTANiErJ.0.LASNOwSNi - ATTORNEYS AT LAW OF COUNSEL JAMFSD.CAMPBELI. JR. Douous N. MARSH:O BRfTT M. WoooBURN , CHARiES 1. DEHARr, III MICHAet D. REED ~' MIOHAELA FARRELL ,{. ~, 3631 NORTH FRONT STREET THOMAS M.FRAnceui THOMAS D. CALDYYELL. JR. HARRISBURG, PENNSYLVANIA 17110-1533 GREGORY D. G[Hls (s92e-2GO1) THOMAS S. L[E 1 CARL G. WASs ELIEIISETH N. FEAnfER 717-232-7661 (1937.2010) KAREN W. Mi/u~ER ~ FAX: 717-232-2766 DOUOW M. V~ERHOLSER RkMARO L KEARNS THEFIRM~CKLEGAL.NET RETIRED ABOARD CERTIFIED CNIL TRIAL ADVOCATE January 17, 2011 VIA E-MAIL: REGOFWILLS@ccpa.net & First Class Mail Glenda Farner-Strasbaugh n ~p ryv ~ ~ Register of Wills & Clerk of Orphans' Court n~ ~ ~? Cumberland County Courthouse -'~~m ~= One Courthouse Square Room 102 '~cnx ~ `_ w ~ -``~ , Cazlisle, PA 17013-3387 I~ o o ~ ~ ~ ~ ~ . Re: Estate of George v Bo[ton, II - x, a ~' ,-~_ ~ `~ File No. 21-04--280 c~ Dear Ms. Strasbaugh: As you are awaze, this Estate has been opened for over six years. You required a bond when the new executor of the Estate, Joseph Bolton, took over in 2006 as he resides in Florida. The bond is renewed annually at a cost of $380.00 per year. We have been required to keep this Estate open as the Cumberland County District Attorney is pursuing criminal chazges against Thomas Shrenk, the first Executor of this Estate. Inheritance taxes were paid in 2008 on the known assets in the Estate. Even though the Estate must remain open for the pending criminal matter, we are inquiring as to whether you. still require the bond. If the bond is no longer required, please let me know in writing so that I can forward your letter onto the insurance company so it can discontinue the bond and reimburse the Executor a portion of the premium. Thank you for your attention to this matter. I look forward to hearing from you soon. Very truly yours, EHF: se cc: Joseph Bolton Douglas K. Marsico 04262/172519 Elizabeth H. Feather CALDWELL &KEARNS, P.C. efeather@ckle al net ~~'6 IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF GEORGE V. BOLTON, II, OF CUMBERLAND COUNTY, PENNSYLVANIA NO.2004-00280 PRAECIPE TO ENTER APPEARANCE TO THE REGISTER OF WILLS AND CLERK OF THE ORPHANS COURT: Please enter the undersigned's appearance on behalf of the Estate of George V. Bolton, II. Respectfully submitted, Date: February 25, 2011 By: Eliza eth H. Feather, Esquire Attorney I. D. # 92618 Caldwell & Kearns, P.C. 3631 North Front Street Harrisburg, PA 17110-1533 (717) 232-7661 Fax: (717) 232-2766 Attorney for Estate of George V. Bolton, II 04262/174033 i.~._ '~ C7 rr_~ ~:: ,J Q ~1F .' - -'S ~. L. -~ ~ ~``y~'- cry _ r° n,~ W . ~. ~ ~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: George V. Bolton, II Date of Death: March 16 2004 File No. 2004-00280 Pursuant to Pa. O.C. Rule 6.12, 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: Criminal charges have been filed against the former (removed) Executor. Closure cannot occur until Qrosecution completed 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: Februa~ 25, 2011 ~~ Sig tore Capacity: ^ Personal Representative ®Counsel , , `_'~ Elizabeth H. Feather Esquire , ,,_ O ~'`=' ~ Name of Person Filing this Form w _ f =~ ---~ - ~.r ~- ~ ~ ~> Caldwell & Kearns, P.C. a = --+- - ,. ~-- c-~ `~ ~ 3631 North Front Street L__, ~ -`~c~ ~ " Address ~_ , ` Harrisburg PA 17110 c- +..~.1 `~' v ~ ~`-~ n_.is., (717 232-7661 ~"`' ~~..~ O~ Tele hone ~ ~.=~ U a Form RW-10 rev. 10/13/06 ~izm~er~and ~otl~ity ~~~ister Of 'Will's ~~" One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 2/18/2011 WASS CARL G CALDWELL & KEARNS 3631 N FRONT STREET HARRISBURG, PA 17110-1533 RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: R.~ ~ ~F RE~~"~ ~ , ;~~1~! 261 FEB ~ ~ PPS I ~ ~+~ RIB 6F ORPH "1' GOURr~ CUI~~,~~ _.r`,j'~15~ CQ.. PPS I This notice is to serve as a reminder that the Status Re~ort by Personal Representative under Rule 6.12 is due on the be o~v listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT R EIS, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel ?uvithin two (2) years of the decedent's death, shall file with the R gjister of Wills a Status Report of completed or uncompleted admini tration. This filing is due by: 3/16/2011 Please feel free to contact this office with any questio s'you may have. If you have already filed your Status Report, ple se disregard this notice. Sincerely, .- ~~>Z'~~ ~~w~~ Glenda Farner Str s~au`g~ Clerk of the Orph nis' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 2/18/2011 BOLTON JOSEPH C PO BOX 39334 FORT LAUDERDALE, FL 33308 ~RE~~r~~ pFF~CE t",~"f ~1~. ~ic'~it~ FEC~.~ t ~~ .~~ ,~ Z~1 f ~E~3 i 8 PH ! ~ 43 CLERK Q QRP~I'S v U~RT CU~i1~~R1_A~l+.) C3.. PA RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: ~', This notice is to serve as a reminder that the Status Reort by Personal Representative under Rule 6.12 is due on the be~ow listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying onllor after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's, death, shall file with the R gister of Wills a Status Report of completed or uncompleted admini tration. This filing is due by: 3/16/2011 Please feel free to contact this office with any questio~s~ you may have. If you have already filed your Status Report, ple,se disregard this notice. Sincerely, ', Glenda Farner Str~sba Clerk of the Orph,ns' Court cc: File .Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 .~~ ~ _~' r..y ~, ~ ~a r~ ~~ Date: 3/01/2012 ~rn ~t~--~ ~~ ;~ --- - - WAS S CARL G ~ ~: ~ ~ ~ ;±::, ` --; CALDWELL & KEARNS ~ ~ -r~ , 3 631 N FRONT STREET - --+ •. ` HARRISBURG, PA 17110-1533 ~ ~' r ~ --r, RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 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 is due by: 3/16/2012 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaug Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 3/01/2012 FEATHER ELIZABETH 3631 N FRONT STREET HARRISBURG, PA 17110 RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: ~ J +..3 _l O ~.,, .:~ . -~ ~ ..~ "~ ~ ' %~ -. ~ ~= 1 "s f ~ ~ , . c~ --- _ . ~ ,... n ~-- `~ This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 is due by: 3/16/2012 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 ,"°~ PJ ~ -;~~ -~3 ~T1 ~~ ~o ~ .. -t.~ r. ^ /~ ~~~~y,..~ { ~ t" t Date : 3 / O 1 / 2 012 C%) ;T. ; _ , .,-.' ~. , ~ ~ 7,,, , 4 - BOLTON JOSEPH C ~~''~:~_3 ~ :_ ~ , '"'T` PO BOX 39334 .sue, ~' ,,~ `'~ FORT LAUDERDALE, FL 33308 RE: Estate of BOLTON GEORGE V II File Number: 2004-00280 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 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 is due by: 3/16/2012 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, G enda Farner tra au Clerk of the Orphans' Co cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF COUNTY, PENNSYLVANIA 2 ~ ___. Name of Decedent: -~,~~CF~'C \~ '~ t.;T b~ ~~. Date of Death: "~`, ~ ~~~`-~' File Number: a~0~ - ~C~,~L~~'(~i Pursuant to Pa. O.C. Rule 6.12, 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 d. Copies of receipts, releases, joinders and approvals of formal or informal accounts tnay be tiled with the Clerk of the Orphans' Court and may be attached to this repori. ante ~~~ ~ ~ 0•~~1, L..L_ - _ .. ~ C.L. t r •: __ (' _ ~ f. L-.i _ ~C ) ~ . . ~1~~:- ~~ c~ ~,,- t , ~ . 1 v Signn re o Pers ding this Forna Capacity: Personal Representative ^ Counsel ~~,Ep~. ~'...- ~~'k:TC1V Nnme of Person Filing this Form Joseph C. Bolton Address Fort Lauderdale, FL 3333 Telephone Form RW-/0 rev. !0.!3.06 i ~~. -- - - ~i ', Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Geor e V. Bolton II Date of Death: 3/16/2004 File Number: 2004 00280 Pursuant to Pa. O.C. Rule 6.12, 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: Prosecution of the former Executor is still ongoing, and the Estate cannot be closed until the prosecution is completed It is unknown when this prosecution will be completed. 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: 3/13/2012 s/ ~~., ~ /~ Signat e of Person Filing this Form Capacity: ^ Personal Representative 0 Counsel ~~ ,~ G , ~~ --~ J" Elizabeth H Feather Esouire _.; •• ~„` E _ ~- Name of Person Filing this Form _ : i1_ -'` 3631 North Front Street Address ~.~ _.~: y ~ ,i:.. _ . Harrisburg PA 17110 ___ __ , ~ ~_, =, u. -, ~- «1 -' ~- ~ „_ ~ r- ~ :, 717-232-7661 . '-1-~ '-~- cr. ~ ~ ~ Telephone i Form RW-l0 rev. 10.!3.06 ~~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: C~eorae V. Bolton II Date of Death: 03/16/2004 File Number: 2004-00280 Pursuant to Pa. O.C. Rule 6.12, 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 :........................ ^X 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: ^X No c. Did the personal representative state an account informally to the parties in interest? ......................... . . . . . . ....... 0 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: 11 /12/2012 t~ r~ N ~J c~~ Q ~ Cw z CL t _ _ t -- ,~ cQ i r ~ ~ ,,~ _ _ _ LW'tV _ ,-, r t ~~ :~ ~ ~ ~. ", C ~ ~', -L. ; ~; 1_a_. (_ti ` -y- L~ ~ a 0 ~~ ,..,~ U ~~~ ~ ~ Sign re of Person Filing this Form Capacity: ^ Personal Representative ~ Counsel Elizabeth H. Feather Esquire Name of Person Filing this Form 3631 North Front Street Address Harrisburg PA 17110 717-232-7661 Telephone Form RW-10 rev. 10.13.06