HomeMy WebLinkAbout02-0700
Estate of JoAnn Bosler
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
No. 2..'-02.-'00
To:
Register of WilIs for th~
Deceased. County of Cumber iand in the
Social Security No. 162 - 2 2 - 4 8 8 6 Commonwealth of Pennsylvania
The petition of the undersigned respectfuUy represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last wilI of the above decedent, dated J u n e 22
and codicil(s) dated n / "
named
,~O
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland
h er last family Ofllrincil1al residence at 30 Wes t Ridge
Carlisle, FA 1701J
County, Pennsylvania, with
Street,
(list street, number, Twp. or Boro.)
Decedent, then 72 years of age, died Jul y 30 ,19x 2002,
. ~RrliAlp RpeionAl Mediclal Center
Except as foUows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as foUows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows: -?u w';Ss. /~'0GC:. ;;i. rrtt...T, CAZf....JSl<.:...j '::>.L\ I-}Ol-:r
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant ofletters te stamen tary
theron.
(testamentary; administration c.La.; administration d.b.n.c.t.a.)
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Beverly A. Kelchner
34 Liberty Court
Carlisle FA 17013
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} 88
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will wel and truly adminis~t~e es;a, ac,c~r~ng to ~a~.
Sworn to or affirmed and subscribed { L...-[ /L.-e..L~
before me this 6th day of ~.
JULY 2002 ~ ..
~~~~"{1~I.~.J ~
LE ~~ister ~
\'l-\q- \C)
No. 21-02- ,00
Estate of
JOANN BOSLER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW Augus t 6 l<9Ll.Q.Q.j1in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that the instrument(s) dated June 22. 2000
described therein be admitted to probate and filed of record as the last will of
JoAnn Bosler
and Letters res tamen tary
are hereby granted to Bever ly A. Ke lchner
"1'Y)l.'tg (I, qt'''~'''fHA~
MARY Lffi"..I~egister of Wi .
FEES
Probate, Letters, Etc. ......... $
Short Certificates( 4l . . . . . . . . .. $
~. ~tra .pag~. $
jcp $
TOTAL _ $
FI'led 8-6-2002
.. :Caiied . b.tty' 8:_-'5":20'0';2" . . .. . .
200.00
12.00
Patricia R. Brown #27474
AITORNEY (Sup. Ct. J.D. No.)
10 West Pomfret Street
Carlisle PA 17013
ADDRESS
9.00
5.00
226.00
(71 n 249-3024
PHONE
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LAST WILL AND TESTAMENT
OF
JOANN BOSLER
21-o~-IOO
I, JO ANN BOSLER, a resident of and domiciled at 30 West Ridge Street, Carlisle,
Cumberland County, Pennsylvania, being of sound mind and disposing Intent, do hereby
make, publish and declare this to be my Last Will and Testament, hereby revoking all
Wills and Codicils at anytime heretofore made by me.
FIRST
I order and direct my Executrix, hereinafter named, to pay all of my debts, funeral
expenses and expenses Involved or connected with the administration of my estate as
soon after my death as is reasonably possible. However, my Executrix need not
accelerate and pay those unmatured obligations which, In her opinion, might be proper
and more advantageous to retain or renew and pay as they become due and payable.
SECOND
I direct that my body shall be cremated and the ashes disposed of as discussed
with my Executrix, following a memorial service to be held at the discretion of my
Executrix.
TmRD
I give, devise and bequeath all my estate, real or personal, and my property of
every kind and description (Including lapsed legacies and devises and any property over
which I may have a power of appointment) and whether acquired before or after the
Page 1 of 4
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execution of this Will. to my niece. KATHY BOSLER of 4225 North Stevens Street.
Tacoma. Washington, provided she survives me by thirty (30) days.
FOURTH
Should the gift in paragraph THIRD fail, for whatever reason. I give. devise and
bequeath all the rest, residue and remainder of my estate to BEVERLY A. KELCHNER,
34 Liberty Court, Carlisle. Pennsylvania.
FIFTH
I also have a daughter. DIANE M. CORNMAN of Carlisle. Pennsylvania. who was
otherwise amply provided for during my lifetime and is not a beneficiary of my estate.
SIXTH
I hereby nominate. constitute and appoint as Executrix of this. my last Will and
Testament. BEVERLY A. KELCHNER. 34 Liberty Court, Carlisle. Pennsylvania. If
BEVERLY A. KELCHNER is unable or unwilling to qualify as Executrix or having
qualified is unable or unwilling to continue to act, I appoint my niece. KATHY BOSLER,
as Altemate Executrix. In addition to the powers conferred by law I authorize my
Executrix:
A. To retain in the form received, or to sell at either a public or private sale any
real or personal property;
B. To exercise any options to subscribe for stocks. bonds, or other investments.
C. To sell, transfer, convey. mortgage. pledge. lease or exchange any property. real
or personal, which at any time may form part of my estate. for the payment of debts or
taxes, or for any purpose of administration or distribution. for such prices and upon
Page 2 of 4
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such terms as my Executrix, in her discretion, may deem wise, and to execute and
deliver deeds of conveyance or transfer thereof;
D. To make settlements and compromises on such terms as my Executrix in her
discretion may deem wise without the necessity of obtaining any court approval thereof;
E. To make distribution hereunder either in cash or kind, as my Executrix, in her
discretion, deems wise.
SEVENTH
I direct that no executrix, trustee or any fiduciary under this instrument shall be
required to give bond or surety for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this
~;o,~ day of June, 2000.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
We, JO ANN BOSLER, Vickie J. Group and Patricia R. Brown, Testatrix and
the witnesses, respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority
that the Testatrix signed and executed the instrument as her Last Will and
Testament, and she had signed willingly and that she executed it as her free and
Page 3 of 4
voluntary act for the purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix, signed the Will as witness and that to the
best of his/her knowledge, the Testatrix was at that time eighteen years of age or
older, of sound mind, and under no constra'
,
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Witness ,
residing at c.------<...-<.Ju VC!.. .
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Witness
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Subscribed, swom to and acknowledged before me by JO ANN BOSLER, the
Testatrix, and subscribed and swom to before me by Vickie J, Group and Patricia R.
Brown, witnesses, this
,~ d.yofJ""",,2000.. Ida
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C Notary u He
NOTARIAL SEAL
DENISE I'INAMONTI, Notary Public
Carlisle Borough, Cumberland County
M Co~sion Expires Nov. 20, _
Page 4 of 4
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CERTIFICATION OF NOTICE UNDER RULE 5.6(3)
Name of. Decedent:
JOANN BOSLER
Date of Death:
Will No.
21-02-0700
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rulcs was
'served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Address
Kathy Bosler
4225 N. Stevens Street, Tacoma W~ 98407
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
s~~ 3, .,;Io'-'~
~'7P.~,
Signature
Name Patricia R. Brown
Address 10 West Pomfret Street
Carlisle PA 17013
Telephone (717 249-3024
Capacity: ~ Personal Representative
~Collnsel for personal represent[ltive
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARR1SBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
PATRICIA R BROWN ESQUIRE
lOWEST POMFRET STREET
CARLISLE, PA 17013
-- fold
ESTATE INFORMATION: SSN: 162-22-4886
FILE NUMBER: 2102-0700
DECEDENT NAME: BOSLER JOANN
DATE OF PAYMENT: 10/30/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/30/2002
NO. CD 001783
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,000.00
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TOTAL AMOUNT PAID:
$5,000.00
REMARKS: BEVERLY A KELCHNER
C/O PATRICIA R BROWN ESQUIRE
CHECK# 121
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
IP- ;/9-/0
\,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
January 3, 2003
Telephone
(717) 787-3930
FAX (717) 772-0412
Patricia R. Brown, Esq.
10 West Pomfret St.
Carlisle, Pa.17013
Re: Estate of JoAnn Bosler
File Number 2102-0700
Dear Ms Brown:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before October 30,2003. Because
Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional
extension(s) will be granted that would exceed the maximum time permitted.
Sincerely,. ._
Jeftrey Hollenbush, Supervisor
Document Processing Unit
Inheritance Tax Division
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE DEPT.
2aoeol HARRISBURG, PA 17128-0601
OFFICIAL USE ONLY
REV-1500 INHERITANCE FILE NUMBER
TAX RETURN RESIDENT DECEDENT 21-02-0700
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YEAR
NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Bosler, Joann NMI
DATE OF DEATH (MM-DD-YY)
7/30/2003
(IF APPLICABLE) SURVIVING SPOUSE'S NAME
SOCIAL SECURITY NUMBER
162-22-4886
THIS MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-YY)
4/14/1930
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1. Original Return 0 2. Supplemental Return
4. Limited Estate 0 4a. Future interest Compromise
6. Decedent Died Testate 0 7. Decedent had Living Trust
o 3. Remainder Return
o 5. Fed. Est. Tax Return Req'd
6. Total number of SOB's
COMPLETE MAILING ADDRESS:
NAME:
Patricia R. Brown, Esquire
FIRM NAME:
Patricia R. Brown, Esquire
TELEPHONE NUMBER
(717 249-3024
10 W. Pomfret St.
Carlisle, PA 17013
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(1)
(2)
(3)
(4)
(5)
(6)
$78,350.0a
$0.00
OFFICIA~ USE ONLY
1. Real Estate (Schedule A)
2. Slocks and Bonds (Schedule B)
3.Closely Held Corporation, Partnership or Sole-Prop.
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E)
6. Jointly OWned Property (Schedule F)
o Separate BiRing Requested
7. Inter-Vivos Transfers & Misc. Non-Propate Prop.
6. Total Gross Assets (Iota I lines 1-7)
9. Funeral Expenses & Administration Costs (Sch H)
10. Debts of Decedent, Mortgage liabil~ies, & Liens
11. Total Deduc<<ons (total lines 9&10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts
for which an election to tax has not been made (13)
14. Net Vaiue Subject to Tax (Line 12 minus Line 13) 14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RAT1:S
15. Amnt of Line 14laxable at the spousal rate,
or transfers under Sec.9116(a)(1.2)
16. Am.ount of Line 14 ta>cabfe at lineal rate
17. Amount of Line 14 taxable at sibfing rate
18. Amount of tine 14 taxable at collateral rate
$0.00
$15.324.05
$0.00
(7)
(9)
(10)
(8) $93,674.05
$64,728.46
$21,198.38
(11) $85,926.84
(12) $7,747.21
$7,747.21
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(15)
(16)
(17)
(16)
(19)
$0.00
$0.00
$929.67
$0.00
$929.67
$0
$7,747.21
$0
X.O_
x.045
x.12
x.15
19. Tax Due
2Q CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Dec!!dent's Complete Address:
STREET ADDRESS
30 West Ridae Street
STATE ZIP
CITf
Carlisle PA 17013
Tax Payments and CredIts:
1 Tax Due
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C Discounts
(1)
$5,000.00
Total Credits (A+8+C)
(2)
3. lnteresUPenalty if applicable
D. Interest
E. Penalty
4.
Totar InterestlPentalty (D+E)
If Line 2 IS greater than Une 1 ... Line 3, enter the difference thIS is the OVERPAYMENT
Check box on Page 1 line 20 to request a refund
(3)
(4)
5.
(5)
(SA)
(5B)
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.
B. Enter the total of Une 5 + SA. This is the BALANCE DUE.
Make Check to: REGISTER OF
$929.67
$5,000.00
$0.00
$4,070
$000
AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN .X"IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and: yes no
a retain the use or income or the property transferred
b, retain the right to designate who shall use the property transerred or its income
c retain a reversionary interest or
d retain the promise for life of either payments or care?
2 If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?
3 Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4 Did decedent own an Individual Retirement Account, annuity, or other non-prObate property wllich
contains a beneficiary disignation?
CJ
CJ
D
CJ
CJ
CJ
CJ
[CJ
[CJ
[CJ
[CJ
[CJ
[CJ
[CJ
IF THe ANSWER TO ANY OF THE ABove QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this retorn, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, CDrrect
and complete
Declaration of preparer other than the personal representativE! is basl!ld on all informatiDn of which preparer has any knowled~e
SIGNAT)JRE OF PERSO~ RESPONS$lE FOR.f1L1Nq ~ETl.Jf-N .A,/
, j --0t.l-L' C. /~0
AOD S
34 Liberty Court, Carlisle, PA 17013
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
'-P~ Y( ~-
ADDRESS
DATE I (J
DATE 10/30120 (0 3
,
For dates of death on or after Juiy 1, 199<1 and before January 1, 1995, the tax rate imposed on the net value 01 transfer; to or fQrthe use of the surviving spouse is 3% [72P.S Sec_
9"116(8)(1.1)(111
For dates oIdeatJ'l on or after January 1, 1995, the tax rate imposed Qn the net value of tral'\Sfers to or for tile use of the surviving spouse is 0% 172 P,S Sec_ 9116(a)(1.1)(ii)]
The statute ~s not exempt a transfer to a sl.lrviving spo\Jse from tax, and the statutory requirements fOf disclosure or assets and filing a lax return are still applicable even if the
survivin9 spouse IS tt,e
only beneficiary
For dates of death on or after July " 2000
The tal! rate imposed on the net value oflransfers from a dese8sed child twenty-one years of age or younger at death to or lor the use Qf a natural parent. an adoptive parent,
or I stepparenrof the child is 0% {72 PS Sec 9116(01)(12))
The tax rate Imposed on the net '<'alue of transfers 10 or for the use of the decedenfs lineal beneficiaries is 4_5%, except as noted in 72 PS, Se<;. 9116/12) 172 P.S. Sec_9116(a)(1l
The tax rate imposed <)fl the net value of transfers to Qr for the use of 1M decedenfs siblings is 12% [72 P,5. 5ec,9116(<I)(13)1 A sibling is defined, under Section 9102, as all
individuai who has at least one parent 10 common with the decedent, whether by blood or adoption
. ,_! 4Jl1h.l-..........;'.~...",.:;..j\Oiw,u.,.,.., .,.,...........,.,,,..,"....,,.-.....
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execution ";;r !his Will, to my niece,
._....JO..,_~....'.l,.~'~.;.:..'.:...,:
. .,~, ., ' " ;" oj,', ".,
ER r 4225 North Stevens Street,
KATHY BOSL' 0
.'
Tacoma, Washington, provided she survives me by thirty (30) days.
FOURTH
Should the gift in paragraph THIRD fail. for whatever reason, I give, devise and
bequeath all the rest. residue and remainder of my estate to BEVERLY A. KELCHNER.
34 Liberty Court. Carlif'lJe, Pennf'lylvfln!a
FIFTH
I also have a daughter, DIANE M. CORNMAN of Carlisle, Pennsylvania, who was
otherwise amply provided for durtng my lifetime and is not a beneficiary of my estate.
SIXTH
I hereby nominate, constitute and appoint as Executrix of this, my last Will and
Testament. BEVERLY A. KELCHNER, 34 Liberty Court, Carlisle, Pennsylvania. If
BEVERLY A. KELCHNER is unable or unWilling to qualify as Executrix or having
. .. qualified is unable or unWilling to continue to act. I appoint my niece, KATHY BOSLER.
as Alternate Executrix. In addition to the powers conferred by law I authorize my
Executrix:
A. To retain in the form received. or to sell at either a public or private sale any
real or personal property;
B. To exercise any options to subs~ribe for stocks, bonds. or other investments.
I
C. To sell, transfer, convey, mortgage. pledge, lease or exchange any property, 'real
or personal, which at any time may form part of my estate, for the payment of debts or
taxes, or for any purpose of administration or distribution, for such prices and upon
Page 2 of 4
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execution .of this Will. to my niece, KATHY BOSLER of 4225 North Stevens Street,
'1"
Tacoma, Washington, provided she survives me by thirty (30) days.
FOURTH
Should the gift in paragraph THIRD fail, for whatever reason, I give, devise and
bequeath all the rest, residue and remainder of my estate to BEVERLY A. KELCHNER.
34 Liberty Court, Carlisle, Pennsylvfln!a
FIFTH
I also have a daughter, DIANE M. CORNMAN of Carlisle, Pennsylvania, who was
otheIWise amply provided for durtng my lifetime and is not a beneficiary of my estate.
SIXTH
I hereby nominate, constitute and appoint as Executrix of this, my last Will and
Testament, BEVERLY A. KELCHNER. 34 Liberty Court, Carlisle, Pennsylvania. If
BEVERLY A. KELCHNER is unable or unwilling to qualify as Executrix or having
qualified is unable or unwilling to continue to act, I appoint my niece, KATHY BOSLER.
as Alternate Executrix. In addition to the powers conferred by law I authorize my
Executrix:
A. To retain in the form received, or to sell at either a public or private sale any
real or personal property;
B. To exercise any options to subs~ribe for stocks, bonds, or other investments.
I
C. To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real
or personal, which at any time may form part of my estate, for the payment of debts or
taxes, or for any purpose of administration or distribution. for such prices and upon
Page 2 of 4
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such terms as my Executrix, in her discretion. may deem wise, and to execute and
deliver deeds of conveyance or transfer thereof;
D. To make settlements and compromises on such terms as my Executrix in her
discretion may deem wise without the necessity of obtaining any court approval thereof;
E. To make distribution hereunder either in cash or kind, as my Executrix, in her
discretion, deems wise.
SEVENTH
i direct that no executrix, trustee or any fiduciary under this instrument shall be
required to give bond or surety for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this
p,d day of June, 2000.
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
j
:1
We. JO ANN BOSLER, Vickie J. Group and Patricia R. Brown. Testatrix and
the witnesses, respectively, whose nanles are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority
that the Testatrix signed and executed the instrument as her Last Will and
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Testament, and she had signed willingly and that she executed it as her free and
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Page 3 of 4
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voluntary act for the purposes therein expressed. and that each of the wltnesses, in
the presence and hearing of the Testatrix. signed the Will as witness and that to the
best of his/her knowledge, the Testatrix was at that time eighteen years of age or
older. of sound mind. and under no constr
t
\j Ie' 'l; N~'ldlng atC'Y'(\ffil:'\l.vhn~, ~ .
Witness
\-4~:z.v'...:.._-<./7f ~ residing at ~, ~.......
Witness
Subscribed, sworn to and acknowledged before me by JO ANN BOSLER. the
Testatrix. and subscribed and sworn to before me by Vickie J. Group and Patricia R.
Brown. witnesses, this c!J::l... day of J?fl
"
Page 4 of 4
NOTARIAL SEAL
DENISE PINAMONTI. Notary Public
Carlisle Borough. CUmbertand County
M Commission Ex Ires No
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
JOANN BOSLER
21-02-0700
(Property jointly--owned with Right of Survivorship must be disclosed on Schedule F) AIl real estate should be reported at fair
market value with is defined as the price at which property would be exchanged between a willing buyer and a willing
seller, neither being compelled to sell. both having reasonable knowledliW of the relevant facts.
ITEM DESCRIPTION
NUMBER
VALUE AT DATE
OFDEA1H
I
30 West Ridge Street, Carlisle, Cumberland County, P A
(see attached settlement statement)
$78,350.00
TOTAL (also on line 1, Recapitulation)
$78,350.00
SCHEDULE H
FUNERAL EXPENSES, ADMINISTRATIVE
COSTS AND MISCELLANEOUS EXPENSES
ESTATE OF
FILE NUMBER
JOANN BOSLER
21-02-0700
A.
(All .ointly-owned with Right ofSurvivorsmp must be disclosed on Schedule F)
ITEM DESCRIPTION AMOUNT
NUMBER
Funeral Expenses:
I Hoflinan-Roth-cremation service, cemetery, death certs, newspaper notice $1,783.60
2 Elks luncheon (following memorial service) $1,290.97
3 Rev. E.J. Shefer (condncted memorial service) $150.00
Administrative Costs:
I Personal Representive Commissions
Social Security Number of Personal Representative:
2 Attorney fees to Patricia R. Brown $4,700.00
3 Family Exemption
Claimant Beverly A. Kelchner $7,825.40
Address of Claimant at decedent's death:
Street: 34 Liberty Court
City: Carlisle State & Zip PA 17013
4 Probate Fees to Register of Wills $226.00
Miscellaneous Expenses:
I H&R Block - preparation of tax return $226.00
2 Filing fee - tax.dosing papers $50.00
3 Purchase of heating unit $3,207.00
4 Real Estate commission (6% - $78,350) $4,701.00
5 Electrical work at 30 West Ridge Street $145.00
6 Payment of school taxes $684.35
7 Attorney and notary fees $210.00
8 Title fees $732.75
9 Recording fees $109.00
10 2% realty transfer taxes $1,567.00
II Settlement fee $75.00
12 Misc. Fees $31.58
13 Payoff Mortgage - Valley National Bank $37,013.81
TOTAL (al,o on line 9, Recannulation) $64,728.46
B.
C.
.......
>,~. OMB NO> 2502-0265 ,or
A// B. TYPE OF LOAN:
U>S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT l.QFHA 2.QFmHA 3> DCONV. UNINS. 4.DVA 5. ~CONV. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT GLEN19H3 217fJ15/Q012673653
B. MORTGAGE INS CASE NUMBER:
19405359
C. NOTE: This form is furnished to give you a slatement of actual sell/ement costs. Amounts paid to alld by the selt/omen! agenl are sfJowtI.
Items marlced "{POC/" were paid outside the closing; [hey are shown here for informDtional purposes and are no! included in the 'olals.
'.0 3/98 {GlENI91.03PFOIGlEN191-0J/10)
D. NAME ANO ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
BRADLEY L. GLENN and JO ANN BOSLER ESTATE Citizens Mortgage Corporal ion
KIRSTEN J. GLENN 30 W. RIDGE ST 875 Elm Street
1671 GRACE AVE CARLISLE. PA 17013 Manchester. NH 03101
LEBANON. PA 17046
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1619811 I. SETTLEMENT DATE:
30 W. RIDGE ST TRI-COUNTY ABSTRACT SERVICE
CARLISLE. PA 17013 June 12.2003
CUMBERLAND Counly, Pennsylvania PLACE OF SETTLEMENT
I C/O PATRICIA R. BROWN. ESa 10 W. POMFRET STREET
I CARLISLE. PA 17013
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 78,350.00 401. Contract Sales Price I 78.350.00
102. Personal Prooertv 402. Personal Prooertv ,
,
103. Settlemenl Charnes to Borrower (Line 1400) 1,756.17 403. I
104. 404. I
105. 405.
Ad;ustments For Items Paid Bv Seifer in advance Adiustments For Items Paid Bv Seller in advance
106. CitvITown Taxes to 406. CitvITown Taxes to
107. Counlv Taxes 06/12/03 to 01101104 256.33 407. Counlv Taxes 06/12/03 10 01/01104 I 256.33
108. SCHOOL TAX 06/12/03 to 07/01103 51.10 408. SCHOOL TAX 06/12/03 to 07/01103 51.10
109. 409.
110. 410.
",. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER I 80,413.60 420. GROSS AMOUNT DUE TO SELLER I 78.657,43
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deoosit or eamest money 1.000.00 501. Excess Deoosit (See lnstruclions)
202. Princioal Amount of New Loan s) 75.950.00 502. Selllement Charoes to Seller rline 1400 11,462.68
203. Existino loan(s) taken subiect to-' 503. Existino loan(s) taken subiect to
204. 504. Payoll 01 firsl Mortgage 10 VALLEY NATIONAL BANK/l 37.013.81
205. 505. Pavoff of second Mortnaae I
206. 506. I
207. 507. (Deoosit disb. as oroceeds)
208. 508.
209. 509.
Ad'ustments For Items Unoaid By Seifer Adjustments For Items Un aid By Seller
210. CitvITown Taxes 10 I 510, CilvfTnwn T::Ixpt:; In I
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
ESTATE OF
FILE NUMBER
JOANN BOSLER
21-02-0700
ITEM
NUMBER
I
2
3
4
5
6
7
8
9
10
II
12
13
14
15
16
17
18
19
20
21
22
DESCRIPTION
Sprint telephone
Cumberland-Goodwill Ambulance (9 trips @ $664 each)
PP&L - electric bill
Carlisle Borough - water sewer bil
UGI - gas bill
AAA (title to car)
Comcast Cable - TV bill
VNB Mortgage SClVices ($406/month for 7 months)
VNB Mortgage Services ($413/month for 4 months)
LANCHMAPHYSMGMT
West Shore Path
American Red Cross (lifeline charges)
Medicines
Monogram credit card
Discover credit card
Hilton's lock service (changed all house locks)
Carlisle personal lax
Cumberland County Office of Aging
James Devor (heat cable and photo inventory)
Carlisle Regional Medical Center (account no: 7177025) (12/11/02)
Grass cutting and snow shoveling
Carlisle Relrional Medical Center (account no: 7178780) 1711212002)
TOTAL (also on line 10, Recapitulation)
AMOUNT
$186.72
$4,648.00
$147.86
$70.20
$436.07
$42.00
$76.47
$2,842.00
$1,652.00
$47.89
$7.84
$70.00
$22.08
$10.45
$278.21
$133.00
$9.90
$72.25
$160.00
$66.89
$220.00
$9,998.55
$21,198.38
SCHEDULE]
BENEFICIARIES
ESTATE OF
FILE NUMBER
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE
NUMBER OF ESTATE
I Kathy Bosler niece 100%
16106 VashonHwy SW
Vashon, W A 98070
JOANN BOSLER
2 I -02-0700
ITEM NAME AND ADDRESS OF BENEFICIARY
NUMBER
AMOUNT OR SHARE
OF ESTATE
B. Charitable and Governmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also ent<r on line 13, Recapitulation)
$0
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. ~80601
HARRI~'BURG. PA 17128-0601
PATRICIA R BROWN ESQ
10 W POMFRET ST
CARLISLE PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
-~J~' '~ J'? ESTATE OF
03-29-2004
BOSLER
REV-tE4? EX (t2-91) PC
JOANN
'04 t PR -5 P..3:04
DATE OF DEATH 07-30-2002
FILE NO. 21 02-0700
COUNTY Cumberland
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE =~ RETAIN LOWER PORTION FOR YOUR RECORDS C=
REV-1547 EX (06-97) PC NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOSLER JOANN FILE NO. 21 02-0700 ACN 101 DATE 03-29-2004
TAX RETURN WAS: ( [] ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
([])CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
78,350.00 NOTE: To Insure proper
0.00 credit to your account,
0.00 submit the upper portion
0.00 of this form with your
15,324.05 tax payment.
0.00
NOTE:
0.00
(8) 93,674.05
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 64,728.46
Debts/Mortgage Liabilities/Liens (Schedule I) (10) 21,198.38
Total Deductions (11 )
Net Value of Tax Return (12 )
Charitable/Governmental Bequests; Non-elected 9113 Trusts (schedule J) (13)
Net Value of Estate Subject to Tax (14)
If an assessment was Issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
85,926.84
7,747.21
0.00
7,747.21
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 0.00 X .00 0.00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 0.00 X .045 0.00
17. Amount of Line 14 taxable at Sibling rate (17) 0.00 X .12 0.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 7,747.21 X .15 1,162.08
19. Principal Tax Due (19) 1,162.08
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-30-2002 CD001783 58.10 5,000.00
TOTAL TAX CREDIT 5,058.10
BALANCE OF TAX DUE 3,896.02CR
INTEREST 0.00
TOTAL DUE 3,896.02 CR
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQOIRED.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~M FOR INSTRUCTIONS. )
;EV-1470 EX (6-88)
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDEN3~S NAME FILE NUMBER
JOANN BOSLER 21 02-0700
REVIEWED BY ACN
CHARLES WRIGHT t 01
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J Nieces are taxed at the collateral rate of 15%.
ROW Page 1
FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN_
ESTATE OF JOANN BOSLER~ DECEASED
(File No: 21-02-0700)
KNOW ALL MEN BY THESE PRESENTS, that
WHEREAS, JOANN BOSLER, late of Carlisle, Cumberland County, Pennsylvania,
deceased, died testate on July 30, 2002, having first made her Last Will and Testament, which was
duly executed on June 22, 2000, and is duly recorded at the Register of Wills in Cumberland County,
Pennsylvania.
WHEREAS, the said JoAnn Bosler, by the aforesaid Last Will and Testament, named
Beverly A. Kelchner, as Executrix of said Last Will and Testament;
WHEREAS, letters testamentary on the estate of the said decedent were duly issued by the
Register of Wills of Cumberland County, Pennsylvania, to the said Executrix hereinafter called
personal representative;
WHEREAS, the said personal representative has gathered the assets of the estate of the said
decedent and the assets consists of real and personal property to a total value of $93,674.05 as set
forth in Exhibit A, which is a statement of account of the said personal representative, and which is
attached hereto and made a part hereof and marked Exhibit A;
WHEREAS, the debts and deductions amount to $85,926.84, leaving the sum of $1,162.08
for distribution, also as set forth in the statement of the said personal representative, which is
attached hereto and marked Exhibit A;
NOW, THEREFORE, KNOW YE, that I, KATHY BOSLER, the heir under the Last Will
and Testament of the said decedem, and being that person entitled to inherit under said Last Will and
Testament, and in order to avoid the expense and time involved in the filing of a formal account and
schedule of distribution, agree that no account is necessary and do hereby agree that and consent to
distribution being made without the filing of an account and schedule of distribution, the same to be
with the same force and effect as if they had been filed and confirmed by the Orphans' Court
Division of the Court of Common Pleas, Cumberland County.
THEREFORE, I, do hereby remise, release, quitclaim and forever discharge the said
personal representative, BEVERLY A. KELCHNER, her heirs, executors, administrators, and
assigns, of and from the said estate and from all actions, suits, payments, accounts, reckonings,
claims, and demand whatsoever for or by reason thereof, or for any other use, matter, cause or thing
whatsoever, touching upon the estate of the said decedent, and I do further hereby covenant and
agree that should any liability come due to the estate of the said decedent after the signing of this
agreement, do hereby covenant and agree that I will contribute my share of the estate to satisfy any
and all claims, demands, suits, or causes of action which may be successfully prosecuted against the
said estate or the aforesaid personal representative after the signing, sealing and delivery of this
family settlement agreement and final release.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this oQ~t~ay of
WITNESS:
,2004.
Beneficiary of the Estate of Joann Bosler
STATE OF WASHINGTON )
COUNTY OF ~
)
ON THIS, the 7~,~q~L day of ~ ,2004, before me, the undersigned
officer, personally appeared Kathy Bosl~r, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument and acknowledged that she executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I have set my hand and official seal.
Notary Public
3
EXHIBIT "A'
STATEMENT OF ACCOUNT
OF
BEVERLY A. KELCHNER
Assets:
(A) Stocks and Bonds
(B) Miscellaneous Personal Property
Debts:
l)
2)
Funeral Expenses and Administration Expenses
Miscellaneous Expenses
Balance for Distribution to Heir:
Kathy Bosler
TOTAL
TOTAL
$78,350.00
$15,324.05
$93,674.05
$64,728.446
$21,198.38
..$85,926.84
$1,162.08
BI-~REAU..OF INDIVIDUAL TAXES
II~II'II~;~',*ANCE TAX DIVISION
D~P¥. 280601
H'ARRISPbI~G, PA 17128-0801
PATRICIA R BROWN ESQ
10 W POMFRET ST
CARLISLE PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 03-29-2004
ESTATE OF BOSLER
DATE OF DEATH 07-30-2002
FILE NO. 21 024)700
COUNTY CumbeHand
ACN 101
REV-t~4/EX (t2-%?) PC
JOANN
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUTALONG THIS LINE c~ RETAIN LOWER PORTION FOR YOUR RECORDS C=
"~-~Y:i ~¥' ~'(bk'-b¥)'~,~ ............. ~ b'fi~'~ '6'~ -~i h'~ k'iYA'~ ~:',~- ~-X~(- X~,~'Xi~'~ki,~-; 'Ai~,' ~,A'~i=- ~- ................................
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOSLER JOANN FILE NO. 21 02-0700 ACN 101
~E_'rURN WAS: [] ) ACCEPTED AS FILED [] DATE 03-29-2004
EVERSE CHANGED SEE ATTACHED NOTICE
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(1) 78,350.00 NOTE: To Insure proper
(2) 0.00 credit to your account,
(3) 0.00 submit the upper portion
(4) 0.00 of this form with your
(5) ... 15,324.05 tax payment.
(5) 0.00
(7) 0.00
(8) .. 93,674.05
(9) 64,728.46
(10)
21,198.38
(11) . 85,926.84
(12) 7,747.21
(13) 0.00
NOTE:
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(14) 7,747.21
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures
that Include the total of AL._._.~L returns assessed to date.
* IF PAID AFTER DATE INDICATED, SSS REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
5,000.00~
TOTAL TAX CREDIT 5,058.10
BALANCE OF TAX DUE 3,896.02 CR
INTEREST 0.00
TOTAL DUE 3,896.02 CR
Db'- IS LESS THA~ -~3.. ~n u~v.,._. ..........
(IT TO
IF TOTAL DUE IS REFLECTED AS A CREDIT (CP.), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF TEIS FORM FOR INSTRUCTIONS.)
(15) 0.00 X .00 0.00
(16),_ 0.00 X.045 0.00
(17) 0.00 X.12 0.00
(18) 7,747.21 .X.15 1,162.08
(19)'_' 1,162.08
/~/VEALTH OF PENNSYLVANIA
- 2PARTMENT OF REVENUE
~REAU OF INDIVIDUAL TAXES
DEPT. 280601
'HARRISBURG PA 17128-0601
.'N'PS NAME
JOANN BOSLER
~EWED BY
INHERITANCE TAX
EXPLANATION
OF CHANGES
CHARLES WRIGHT
.i 101
$CHEDULE~ EXPLANATION OF CHANGES
Nieces are taxed at the collateral rate of 15%.
ORIGINAL
Page 1
BUREAU OF INDIVIDUAL TAXES
TNHERZTAHCE TAX DTVZSTON
DEPT. 280601
HARRTSBURG,, PA 17128-0601
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
REV-160? EX AFP CDi-OS)
*04
PATRICIA R BRONN ESQ
10 N POMFRET ST
CARLISLE PA 170~$-~
DATE 04-19-2004
ESTATE OF BOSLER
BATE OF BEATH 07-$0-2002
.~FZLE7 NUMBER 21 02-0700
~COUNTY CUMBERLAND
ACN 101
I Amoun~ Remi~ed
dOANN
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi4: ~:o your accoun4:, submi4: ~he upper por~ion of ~his for. wi~h your ~ax payment.
CUT ALONG TH'rS LINE ~* RETA'rN LONER PORT'rON FOR YOUR RECORBS ~
ESTATE OF BOSLER JOANN FILE NO. 21 02-0700 ACN 101 DATE 04-19-2004
THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAHED ESTATE. SHO#N BELO#
ZSA SUHHARY OF THE PRINCIPAL TAX DUE., APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLZCABLEz
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: 05-29-2004
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
1,162.08
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-$0-200Z
05-29-2004
CD001785
REFUND
IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYHENT ZS REQUIRED.
ZF TOTAL DUE IS REFLECTED AS A "CREDIT" {CR),
58.10
.00
5,000.00
3,896.02-
TOTAL TAX CREDIT
1,162.08
BALANCE OF TAX DUE .00
ZNTEREST AND PEN. .00
TOTAL DUE .00
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
S~~TUS REPORT UNDER RULE 6.12
Name of Decedent:
JoAnn Bosler
Date of Death: July 30, 2002
Will No. 21-02-0700
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X 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 X No . By Family Agreement
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 X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: 5/~I/O'f
/ ~
'-fr~ '7C ~~
Signature
Patricia R, Brown
Name (Please type or print)
10 West Pomfret Street, Carlisle, PA 17013
Address
~) 249-3024
Tel. No.
Capacity:
Personal Representative
X
Counsel for personal
representative
(MAII:rmf/AM3)