HomeMy WebLinkAbout04-0343 PETITION FOR PROBATE and GRANT OF LETTERS
Estate lt s No.
also known as ~.,'~e'~0Ix° ~u. tl~$ To:
Register of Wills fc~r the,
Deceased. County of ~t~t~v {t:~tAOf in the
Social Security No. t~)~O- ~t-. t~g ~ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an.the execut,,l~ named
in the last wilt of the above decedent, dated :~'~l~e~.~ ~l ~ ',
and codicil(s) dated ~.~a~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C'~ In~ 1~,1' [i:~1~ ~ Cgunty, Pennsylvania, wit~,
h~? Jastfa~i~ or princioal residence at ~RO ~ ~~ ~OO~F $9~O~
(list street, number and muncipality)
at Decendent,TkO~~then~o~~ears of age, died ~& a~/ , ~ ~,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: ~- -
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ [~] ~,00
(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: ~6~q
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters '~¥~a.v~l~lt,~
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL~TH OF PENNSYLVANIA ~
COUNTY OF ~I~,'L~O./~ o/ _ ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
before me this /~ ~ day of [ -- -- ' ~'
Estate Of , Deceased
DECREE OF PROBATE AND GRANT, OF LETTERS
AND NOW /~,/)/d/ / /%~ ~, in consideration of the petition on
the reverse side hereof, satisfactory proof having b,een presented before me,
IT IS DECREED that the instrument(s) dated c )P9'~to ~J~ ~ /'7
described therein ~e a~itted to probate and filed of record as the last will of
are herebY granted t0 ~'~ ~: ~[, 2 ~ [~c'w~ ]O~F.
FEES . · _
Probate, Letters, Etc. $~~
Sho~ Certificates( ) ... ....... $ ~(:0 . ~oa~v (Su~. ct. I.D. ~o.)
auon ................ $ ~,
1 ,
$ /~' ~ ADDRESS
Filed ~>.~./~ .... ~~ ...... ,~ PHONE
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 illogal to duplieato this copy by photostat or photograph.
Local Registrar
,,..~,~.,._~. ,~/ APR 12 Pd :15
No. ~ c.~ i.
CUl'0~ :.~, '- ii;i_, Date
m0s.~l/tev. 2m7 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS
.~ CERTIFICATE OF DEATH
A. Bulli$ t~" Female ]*. 060 -- O1 -- 1478 ,.March 23, 2004
I
95 ,~. : I Dece~r 9
~rland ~rlisle Tho~wald H~
-~Ke~ch ~ragor
~2 ~alnut ~e~ Rd. ~,u~ ...~.,. PA ~ .~.~ ~.~
~rlisle, PA 17013
,,.~ ~rland ~* ,,~~ ~rlisle
,,. H~ard Bullis ,,. Eli~a~th We~r
.~' ~ Lovelace I~-36 ~n~al Dr., ~rlisle PA 17013
~s~__~ ~ ----~ ----~,.' ~ ,--.~,.--,~E~s~s'~March 27, 2~ I=~,-----~c--~.c ..... [t~--.c~.~,..~
,,~
~~/~~ La~.014819 g "~[~°~m~t'~Hoff~n-Roth ~eral H~
I~. ~ u~,~ Hanover St., ~rlisle, PA 17013
t~ ~ ~"~ ............. ~ .......... ~ .............................................
~.,.~_ I. I~. I~.
>
LAST WILL AND TESTAME I
Ca~i~1 /'~ ~2 7=A- '']~
I, PAULINE A. BULLIS, now residing in the Borough of e, county df '
Cumberland and Commonwealth of Pennsylvania, being of sound arl~ disposing mind and
memory, do hereby make, publish and declare this to be my Last Will and Testament.
FIRST: I hereby revoke any and all other Wills and Codicils made by me at any time.
SECOND: I direct that all of my debts and my funeral and testamentary expenses be paid
from my estate as soon after my decease as they may conveniently be paid.
THIRD: I further direct that all estate, inheritance, transfer or succession taxes upon or
with respect to any property required to be included in my gross taxable estate under the pro-
visions of the laws of the United States or of any state thereof, or of any taxing authority,
whether or not disposed of by or passing under this Will, be charged upon and paid out of my
residuary estate by my Personal Representative and Executrix or Executor, as the case may be,
without apportionment, and that no taxes or any portion thereof so paid shall be collected from or
paid by any other person, persons, or corporation by way of reimbursement, proration,
apportionment, or otherwise.
FOURTH: I give and bequeath to the individuals hereinafter named, the following:
A. My oil paintings unto MARY ELIZABETH LOVELACE and JANE
'~ADEN BARBATO to be divided equally;
B. My Rockwell plates and my Hummel collection unto MARY ELIZABETH
f~LOVELACE and JANE CADEN BARBATO to be divided equally;
C. My charm bracelet unto AMY LOVELACE KAMOWSKI, if she should
survive me.
In the event that both MARY ELIZABETH LOVELACE and JANE CADEN
BARBATO should predecease me, or if we should meet our deaths under such circumstances
that it is difficult or impossible to determine which of us survived the other, then, in that event I
direct that the bequests hereinbefore made shall lapse, become a part of the residue of my estate,
and be distributed in all respects in accordance therewith.
In the event that AMY LOVELACE KAMOWSK1 should predecease me, or if we
should meet our deaths under such circumstances that it is difficult or impossible to determine
which of us survived the other, then, in that event I direct that the bequest hereinbefore made to
her shall lapse, become a part of the residue of my estate, and be distributed in all respects in
accordance therewith.
FIFTH: All the rest, residue and remainder of my property and estate, whether real,
personal, or mixed, of whatsoever the same may consist and wheresoever situate at the time of
my decease, and of which I may die seized or possessed, or to which I may be entitled, or over
which I may have a power of testamentary disposition or appointment, I give, devise, and
bequeath in equal shares unto AMY LOVELACE KAMOWSKI and LAURIE ASHLEY
LOVELACE.
SIXTH: I hereby make, nominate, and appoint my niece, MARY ELIZABETH
LOVELACE, to be my Personal Representative and Executrix of this, my Last Will and
Testament. If she is unable or unwilling to serve in that capacity, then I hereby make, nominate,
and appoint her husband, DOUGLAS CLAYTON LOVELACE, JR, to be my Personal
Representative and Executor of this, my Last Will and Testament.
! direct that no bond or other form of security be required of her or him as Personal
Representative and Executrix or Executor, as the case may be, in this or any other jurisdiction.
SEVENTH: I hereby specifically authorize and empower my Personal Representative
and Executrix or Executor, as the case may be, hereinbefore named, in her or his discretion and
without leave of court, with respect to any and all property, whether real, personal or mixed, of
which I am seized or possessed at the time of my death, or which shall, at the time, form a part of
my estate, without limitation by reason of enumeration, and in addition to the powers conferred
by the Pennsylvania Probate, Estate, and Fiduciaries Code, Sections 3301 et seq and by the laws
of the United States state thereof:
or
of any
A. To retain, for such time as they deem necessary, without liability for loss or
depreciation, any or all property owned by me at the time of my death, in the form in which it
then exists; acquire by purchase or otherwise and retain, temporarily or permanently, without
liability for loss or depreciation, any kind of personalty, without limitation, including but not
limited to stocks and unsecured obligations, undivided interest, interest in investment trusts,
mutual funds, legal and discretionary common trust funds, shares of investment companies, all
without diversification as to kind or amount, without bei.,n_g limited to investments authorized by
law for trust funds, and to deposit any monies at any time constituting a part of my estate or any
trust fund held hereunder in one or more banks, savings or commercial, or savings and loan
associations, in such form of account as they shall determine, having due regard for my
testamentary intent as reflected herein.
B. To sell, at public or private sale, to mortgage, lease or let for any term, or
exchange for any purpose, or otherwise dispose of any and all such property, without the
requirement of any court order, for such consideration, and at such time and upon such terms and
conditions, including terms of credit, as she may deem advisable, and in connection therewith, to
enter into contracts or agreements, and grant options, and to execute and deliver good and
sufficient bills of sale, deeds, mortgages, leases or other instruments for the transfer or
conveyance thereof; and, whenever it shall become necessary, to make final distribution of any
property for the purpose of such distribution to sell and convert into money the whole or any
portion of such property, whether real or personal.
C. In making distribution of any property to persons entitled thereto hereunder, to
convey, transfer or pay over the same in kind or in money, or partly in kind and partly in money,
and for such purposes to transfer and assign undivided interests in any such property.
D. To adjust, settle, compromise and arbitrate claims or demands in favor of or
against my estate upon such terms as they shall deem advisable.
E. To pay all expenses, costs, fees and other charges incurred in connection with
the preservation, protection and delivery of all real and personal property.
F. To engage and retain, at estate expense, investment advisors or consultants,
accountants and attorneys as my Personal Representative and Executrix or Executor, as the case
may be, shall deem advisable in her or his sole and absolute discretion.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this / "~da~y't~'
of January, 2002.
PAULINE A. BULLIS
WITNESSES:
This Last Will and Testament of Pauline A. Bullis, consisting of three (3) typewritten pages,
including this page, each identified by the initials of the Testatrix, was on this f'7 ? ~ay of
January, 2002, signed, sealed, published and declared by the above name Testatrix, PAULINE
A. BULLIS, as and for her Last Will and Testament, in the presence of us and each of us, who
thereupon, at her request and in her presence, and in the presence of each other, subscribed our
names as witnesses thereto, and we do at like request hereunder sign and write our names and
opposite thereto our respective places of residence.
(% ~kT/ L.S.
~-4~_ ~ .~O~_k residing ~~ ~0t Q % ~ ~, ~~k~
AFFIDAVIT OF ATTESTING WITNESSES
At Execution
COMMONWEALTH OF PENNSYLVANIA )
CUMBERLAND COUNTY )
)
Each of the undersigned, individually and severally being duly sworn, deposes and says:
The within will was subscribed in our presence and sight at the end thereof by
PAULINE A. BULLIS, the within named testatrix on the ! 7r' '* day of January, 2002, at
t ~0 ~ f'3e>coj~[cc~ {)'"'tv'l° Carlisle, Pennsylvania.
Said testatrix at the time of making such subscription declared the instrument so
subscribed to be her last will and testament.
Each of the undersigned thereupon signed his or her name as a witness at the end of said
will at the request of said testatrix and in her presence and sight and in the presence and sight of
each other.
Said testatrix was, at the time of so executing said will over the age of 18 years and, in
the respective opinions of the undersigned, of sound mind, memory and understanding and not
under any restraint or in any respect incompetent to make a will.
The testatrix, in the respective opinions of the undersigned, could converse in the English
language and was suffering from no defect of sight, hearing or speech, or from any other
physical or mental impairment which would affect her capacity to make a valid will. The will
was executed as a single original instrument and was not executed in counterparts.
Each of the undersigned was acquainted with said testatrix at such time and makes this
affidavit at her request.
The within will was shown to the undersigned at the time this affidavit was made, and
was examined by each of them as to the signature of said testatrix and of the undersigned.
The foregoing instrument was executed by the testatrix and witnessed by each of the
undersigned affiants under the supervision of DOUGLAS CLAYTON LOVELACE, JR., an
attorney-at-law. ~ ~'-~W~OI,.~,
Severally sworn to before me
thisJ/~day of January,/2002. (Name of Affiant)
Notary Public .- - ]/v ~r~,g,~, S. 'L_~?'~cF
(Name of Affiant)
My commissionexnire '~--~ NotariatSeal~ . ~__.. ,,_ . ,.. .. . I ~<_,d~x.x_~
T ~ ~o.r~., .... u~4,,, luoteuy I ubho
] Carlisle Bore, Ct,lmborl~nd County /~..~ ./ffjT.~...~
] My Commission Exp :'es May' 21, 2005 PAULINE A. BULLIS -
~t~'~r, mnm~w°n*a asax~m ou",omt'~-' Testatrix
NOTE: ATTESTING WITNESS SHOULD READ CAREFULLY BEFORE SIGNING
THIS AFFIDAVIT.
NOTARY SHOULD NOT BE A PARTY OR WITNESS.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Pauline A. Bullis
Date of Death: March 23,2004
Will No: 2004-00343 Admin. No: 21-04-0343
To the Register:
I certify that notice of estate administration 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
May 8, 2004
Name Address
Jane Caden Barhato 69 Melville Road
Huntington Station, NY 11746
Amy Lovelace Kamowski 102 Dogwood Drive
Mount Holly Springs, PA 17065
Laurie Ashley Lovelace 1907 Sterretts Gap Road
Carlisle, PA 17013
Notice has now been given to all persons emitled thereto under Rule 5.6(a).
M~-. I~o/~elace
36 Donegal Drive
Carlisle, PA 17013
(717) 240-0972
Personal Representative, Executrix
PENNSYLVANIA
,~¢~'-~';~, DEPARTMENT OF REVENUE
.I~T'~J~.,.'~'~ DEPT, 280601 INHERITANCE TAX RETURN
m RESIDENT DECEDENT
DECEDENT'S N&ME (~S~ FIRST~ AND MIDDLE iNiTiAL} SOC AL SECURITY NUMBER
BuiJis, Pauline A. '
060-01-1478
~ATE OF DEATH {MM.DD..YEAR) ~ DATE OF BRTH (MM-~D-YEAR) ~THIS RETURN MUST BE FILED IN DUPU~TE WI~
03/23/2004 j: 12/09/1908'
REGISTER OF WILLS
(IF APPLICABLE} SURVIVING SPOUSE'S NAVE (LAS~ FiRS~ AND M~DDLE
N/A ~ SOCIAL SECURITY NUMBER
. ~ng na~ Re um ~ 2. Supplemental Return
~ ~ Um~ted Estate ~ 49. Fu,[.re Inte'es Compromise (da~e of cca[~,,~ ~.~.~) ~ 5. Federal Esta~ Tax Return Required
~ 9, Li ~8~ on Pr~eed~ Re~ived ~ 10 Spo ~sa Pove~v Cred t '~a~- ,, .~ ,~, . ~ ~
las C. Lovelace, Jr., Esq,
36 Donegal Drive
Carlisle, PA 17013
TELEPHONE NursER
(717) 241-2280
2. SJocks a~d ~,3~s {SctJ~duie B) ~2) 6,117.08
3, Closely Hef~ ~rp~ation. PaKnemhip or SolmPropdetorship (3) ~ ~:00 · :~ '
4. Mg~gages & Note5 Re¢~iwbte (Schedule D) (4) ~ ~.00 ~ ~ :
~,. Casb~ Bank ge~s~ & Mi~Tellal eons Personai Property (5) 60,545.10
{Schedule E)
~ ~epara,e B~lil~ ~e(,dested 0,00 :
7. IniehV~vos Transfers & M[scellan~us NomProbate Prope~ ~?~ 31,5~.80 "
(Schedule G or L} ' ' ' ~[ ..
(8) 98,212.98
9. Funeral Expends & Adminisa'a~ve Costs ~Schedu~6 H~ (9~ 5,630.26
10 De,ts of Dece~nt, Mo~ga~e L~b~:~eo. & L~ens t~chedu~e HO) 449.63
~1 Total Deductions (t~[al Lines 9 & ~0) (11) 6,079.89
12. N~ Value of Estate (Line 8 m~nus Line 11) (12) 92,133.09
made (Schedule J) 0.00
14. Net Value Su~ec~ to Tax (Li~6 ~2 mi~us Une 13} (14) 92,~ 33.09
-~ 0.00
16. Amount of Li~e 14 ~xable ~t tinea~ rate .... .. 0.0~ x.O (16} 0.00
~7 Am~[mt of ~e 14 mxabte,,~ s.b~ng rote ...... 0.:0~ x .t2 (17) 0.00
18. Amo,mfofL~neJ4~xableat~)iiateralrale 92~309 ~ 15 (18},, 13,819.96
~g. Tax Due (~9) ~ 13 8t9.96
)ecedent's Complete Address:
STREET ADDRESS
_~44~2~Walnut Bottom Road
CITY
-T STATEpA J ZiP 17013
Carlisle
'ax Payments and Credits:
Tax Due IPage 1 Line 19) (1) 0.00
Credits/Payments
A. Spousai Poverty Credit 0.00
B. Prior Payments 0.00
C Discount 0.00
Total Credits ( A + 8 + C ) f2) 0.00
Interest~Pene!~ ~ app!icebie
D. Interest 0.00
E Per..alty ........... 0.00
Torsi Interest!Penalty ( D + E ) (3) 0.00
If Line 2 is greater than Line I + Line 3, enter the difference, This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund (4)
tf Line I + Line 3 is greater than Line 2, enter the different. This is the TAX DUE, (5) 13,819.96
A, Enter the interest on the tax due. (SA) 0.00
B Enter the total of Line 5 + SA. This is the BALANCE DUE, (Sa) 13,819.96
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/raesfer Ced: Yes NO
a, retain the use er income of the property transferred ................................... [] []
b. retain the right to designate who shail use the property transferred or its income: ............................................ [] []
d, receive the prom se for ife of eithe payments, benefi s or ~ra? ...................................................................... [] []
2. if death oecurmd after December 12, 1982, did decedent t.,onsfor property within one year of des h
withoct receiving adequate ~nsideration? ................................................. [] []
3. Did decedeet owe on ~n~us for orpa~abteu~)n eathba kaccou;torsecuntya sorherdea ~.,' .............. [] []
.4. Did decedent own an Individual Retirement Account, annuity, or other non-probate praparty whici~
contains a beneficiary des gna on?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
1
0/1
2/04
)DR s - :'
.~ Donegal Drive, Cadisle P~ 17013
]DRESS I.. ~
~ Donegal Drive, Carlisle PA 17013
~r dates of death on or a~er July i, 1994 and before January 1, 1~5, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
2 RS. §9116 (al (1) (i)].
~r dates of death on or after January % 1995, the t~x rate imposed on the net value of transfers to or for the use of the au~wing spouse is 0% [72 P.S. §91~6 (al (1.1) (ii)].
,e siatute dmes not exemet a traesfer to a surviving spouse front ta~(, and the statutory roquiren'ents for disciosure of assets and tiling a ax return are etll applicable even if
~ surviving spouse is the only beneficiary. -
~r dates oi death on or after July I, 2000:
~e tax rate imposed on the net value of transfers., ~.. from,, a deceased child ~,venty-one years of age er younger at death to or for the ese of a natural parent, an adoptive parent,
n s epoaree, of th¢~ chi.d i~..0% ~r?2 PS,. §9 d o(o.)(1 2~ .
,e !ax rate Omposed on the net value of transfers to or for the use of the decedent's iiceal beneficiaries is 4,5%, except as noted in 72 RS. §91'~6(1 2) 72 P.S. §91
:e tax rate imposed on the net value of transfers to or for the usa of the decedent's sib~ings is 12% !72 P.S §9116fa (1.3}i. A sibling is defined, under Section 9102, as aa
!ividuai who has at least one parent in common with the decedent, whether by bond or adoption.
E×+ SCHEDULE G
CO(%~MONWEAL'rH OF ~ENNSYL~;~'dA INTER'VIVOS TRANSFERS &
INHERITANC~ T~ RETURN MISC. NON-PR~ATE PROPER~
ESTATE OF ~ FILE NUMBER
~ ~ ~e
This schedule ~ust be ~mpleted a~d filed if the a sw t a y of questions 1 through 4 on the reverse side of the REV-1500 COVER SHE~ is yes.
DESCRIPTION OF PROPER~
~EM tN~UD~mE~UEOF~UE~S~.~.e*~E~T~S"~P~Og~C~0~m~ DATE OF DEATH %OFDECD'S EXCLUSION T~LE
NUMBER THE~TEOFT~SFERATT~HACOPYOETHEDEEDFOERE~ESTATE VALUE OF ASSET IN'REST 0F ~C~E) V~UE
TOTAL (A~so enter on tine 7 Recapitulation) $ ~// ~, ~
(If more space is needed, inse~ additional sheets of the same size)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OFj~
Debts of decedent must be reported on Schedule L
ITEM
NUMBER
DESCRIPTION
A. FUNERAL EXPENSES: {..~O~I~W~.&~.. ~O4k ~I=C~C~I ~O~4~j .,~l~('.. AMOUNT
Go.oo
1. Pemo~al Representative's Commissions ~ ~,
Na~ of Pemona~ Representative(s)
S~i~l Securi~ Number(s)/EIN Number of Pe~onal Representative(s)
St~e[ Address
Ci~ Stale
Yea~s) Commission Paid:
2. At~r~y Fees ~ON ~.
3. Family Exemp~o~: (If decedents address ~s not [he same ~s c~aima M's. at,ch exp[anatJon)
Cleiman[
S~metAddress
Ci~ State Zip
Rela[ionship of Claimant to Deceden[
5. ~ountan~s Fees
6. Tax Return Preparer's Fees ~0 ~ ~
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insed additional sheets of the same size)
REV-1513 EX+ (940)
SCHEDULE J
COMMONW~ETH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAN RETURN
RESIDENT DECEDENT
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE
[ T~BLE DISTRIBUTIONS [include outright spousat disEibutJons, and transfers under
Sec. 9116 (a) ~1.2)]
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 DISTRIBUTION8 UNDER SECTION 9113 FOR VVHICH AN ELECTION TO TAX IS NOT BEING MADE
B, CHARITABLE AN D GOVERN MENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(if more space is needed, insert additional shee~s of the same size)
REGISTER OF WILLS CUMBERLAND COUNTY
INVENTORY AND APPRAISEMENT
Estate of Pauline A. Bullis, No. 2004-00343; PA No. 21-04-0343
DATE ACQUIRED DESCRIPTION APPRAISEMENT
March 23, 2004 Cash
Members 1st Fed. Cr. Union
Accnt. No. 237733-11 $62.69
Accnt. No. 237733-00 48, 029.27
Bank of New York
Accnt. No. 022-4118679 1,381.47
Accnt. No. 090-4932027 8,152.05
Accnt No. 687-2997464 260.06
In possession of decedent 0.00
March 23, 2004 Tangible personal property
Costume Jewelry: assorted pins, ring,
Necklace, earrings, watch 115.00
Wearing Apparell: 3 skirts, 3 blouses,
undergarments, 2 coats, 2 pairs of
shoes. 60.00
Household Goods and Furniture
Sofa 50.00
Kitchen table 30.00
Recliner chair 50.00
Chair 25.00
Hutch 250.00
Chair 25.00
End table 20.00
End table 20.00
End table 20.00
Serving table 150.00
Chest 50.00
Single bed 50.00
Dresser 50.00
TV stand 10.00
Washer 50.00
Dryer 50.00
Lamp 10.00
Lamp 10.00
Linnens 20.00
March 23, 2004 Hummel figurines
Little Shopper 325.00
Just Resting 242.00
Chimney Sweep 200.00
Forever Yours 87.00
March 23, 2004 Paintings
Winter stream by Thos. R. Cur[in 236.48
Winter stream by Thos. R. Cur[in 236.48
Winter farm by Thos. R. Cur[in 102.47
Covered bridge by Thos. R. Cur[in 85.13
Winter farm by Van Inwegen 15.00
Winter barn by Vilina, G. 15.00
March 23, 2004 Stocks: John Hancock Investment Services,
146.8 book entry shares at $41.67/share 6,117.08
Total appraisement
Prepared by: Douglas C. Lovelace, Jr.
Attorney for the Estate of Pauline A. Bullis
LAST WILL AND TESTAMENT
I, PAULINE A. BULLIS, now residing in the Borough of Carlisle, County of
Cumberland and Commonwealtb of' Pennsylvania, being of somad and disposing mind and
memory, do hereby make, publish and declare this to be my Last Will and Testament.
.FIRST: I hereby revoke any and all other Wills and Codicils made by me at any time.
SECOND: I direct that all of my debts and my funeral mad testamentary expenses be paid
from my estate as soon after my decease as they may conveniently be paid.
THIRD: ! further direct that all estate, inheritance, transfer or succession taxes upon or
with respect to any property required to be included in my gross taxable estate under the pro-
visions of the laws of the United States or of any state thereof, or of any taxing authority,
whether or not disposed of by or passing under this Will, be charged upon and paid out of my
residuary estate by my Personal Representative and Executrix or Executor, as the case may be,
without apportionment, and that no taxes or any portion thereof so paid shall be collected from or
paid by any other person, persons, or corporation by way of reimbursement, proration,
apportionment, or otherwise.
, FOURTH: I give and bequeath to the individuals hereinafter named, the following:
A. My oil paintings unto MARY ELIZABETH LOVELACE and .JANE
'~ADEN BARBATO to be divided equally;
B. My Rockwell plates and my Hummel collection tmto MARY ELIZABETH
/~LOVELACE and JANE CADEN BARBATO to be divided equally;
C. My charm bracelet unto AMY LOVELACE KAMOWSKI, if she should
survive me.
In the event that both MARY ELIZABETH LOVELACE and JANE CADEN
BARBATO should predecease me, or if we should meet our deaths under such circumstances
:that it is difficult Or impossible to determine which of us survived the other, then, in that event I
direct that the bequests hereinbefore made shall lapse, become a part of the residue of my estate,
and be distributed in all respects in accordance therewith.
In the event that AMY LOVELACE KAMOWSKI should predecease me, or if we
should meet our deaths under such circumstances that it is difficult or impossible to determine
which of us survived the other, then, in that event I direct that the bequest hereinbefore made to
her shall lapse, become a part of the residue of my estate, and be distributed in all respects in
accordance therewith.
FIFTH: All the rest, residue and remainder of my property and estate, whether real,
personal, or mixed, of whatsoever the same may consist and wheresoever situate at the time o;
my decease, and of which I may die seized or possessed, or to which I may be entitled, or over
which I may have a power of testamentary disposition or appointment, I give, devise, and
bequeath in equal shares unto AMY LOVELACE KAMOWSKI and LAURIE ASHLEY
LOVELACE.
..SIXTH: I hereby make, nominate, and appoint my niece, MARY ELIZABETH
LOVELACE, to be my Personal Representative and Executrix of this, my Last Will and
Testament. If she is unable or unwilling to serve in that capacity, then I hereby make, nominate,
and appoint her husband, DOUGLAS CLAYTON LOVELACE, JR, to be my Personal
Representative and Executor of this, my Last Will and Testament.
I di~,eet that no bond or other form of security be required of her or himas Personal
Representative and Executrix or Executor, as the case may be, in this or any other jurisdiction.
SEVENTH: I hereby specifically authorize and empower my Personal Representative
and Executrix or Executor, as the case may be, hereinbefore nmned, in her or his discretion and
without leave of court, with respect to any and all property, whether real, personal or mixed, of
which I am seized or possessed at the time of my death, or which shall, at the time, form a part of
my estate, without limitation by reason of enumeration, and in addition to the powers conferred
by the Pennsylvania Probate, Estate, and Fiduciaries Code, Sections 3301 et seq and by the laws
of the United States or of any state thereof.'
A. To retain, for such time as they deem necessary, without liability for loss or
depreciation, any or all property oumed by me at the time of my death, in the form in which it
then exists; acquire by purchase or otherwise and retain, temporarily or permanently, without
liability for loss or depreciation, any kind of personalty, without limitation, including but not
limited to stocks and unsecured obligations, undivided interest, interest in investment trusts,
mutual fi. rods, legal and discretionary common trust ~mds, shares of investment companies, all
without diversification as to kind or amount, without being limited to investments anthorized by
law for trust funds, and to deposit any monies at any time constituting a part of my estate or any
trust fund held hereunder in one or more banks, savings or commercial, or savings and loan
associations, in such form of account as they shall determine, having due regard for my
testamentary intent as reflected herein.
B. To sell, at public or private sale, to mortgage, lease or let for any term, or
exchange for any purpose, or otherwise dispose of any and all such property, without the
requirement of any court order, for such consideration, and at such time and upon such terms and
conditions, including terms of credit, as she may deem advisable, and in co~mection therewith, to
2
enter into contracts or agreements, and grant options, and to execute and deliver good and
sufficient bills of sale, deeds, mortgages, leases or other instruments for the transfer or
conveyance thereof; and, whenever it shall become necessary, to make final distribution of any
property for the purpose of such distribution to sell and convert into money the whole or any
portion of such property, whether real or personal.
C. In making distribution of any property to persons entitled thereto hereunder, to
convey, transfer or pay over the same in kind or in money, or partly in kind and partly in money,
and for such purposes to transfer and assign undivided interests in any such property.
D. To adjust, settle, compromise and m'bitrate claims or demands in favor of or
against my estate upon such terms as they shall deem advisable.
E. To pay all expenses, costs, fees and other charges incurred in connection with
the preservation, protection and delivery of all real and personal property.
F. To engage and retain, at estate expense, investment advisors or consultants,
accountants and attorneys as my Personal Representative and Executrix or Executor, as the case
may be, shall deem advisable in her or his sole and absolute discretion.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this [ ~)daI~~
of January, 2002.
PAULINE A. BULLIS
WITNESSES:
This Last Will and Testament of Pauline A. Bullis, consisting of three (3) typewritten pages,
including this page, each identified by the initials of the Testatrix, was on this f ?'z hday of
January, 2002, signed, sealed, published and declared by the above name Testatrix, PAULINE
A. BULLIS, as and for her Last Will and Testament, in the presence of us and each of us, who
thereupon, at her request and in her presence, and in the presence of each other subscribed our
names as witnesses thereto, and we do at like request hereunder sign and write our names and
opposite thereto our respective places of residence.
AFFIDAVIT OF ATTESTING WITNESSES
At Execution_
COMMONWEALTH OF PENNSYLVANIA )
CUMBERLAND COUNTY )
)
Each of the undersigned, individually and severally being duly sworn, deposes and says:
The within will was subscribed in our presence and sight at the end thereof by
PAULINE A. BULLIS, the w, ithin named testatrix on the ! ?r-q day of January, 2002, at
1 ~c) ~ t3oc~/cc~ 0~'', ~l° Carlisle, Pennsyl~ania.
Said testatrix at the time of making such subscription declared the instrmnent so
subscribed to be her last will and testament.
Each of the undersigned thereupon signed his or her name as a witness at the end of said
will at the request of said testatrix and in her presence and Mght andin th6 p?esence and Sight 0~f
each other.
Said testatrix was, at the time of so executing said will over the age of 18 years and, in
the respective opinions of the undersigned, of sound mind, memory and understanding and not
under any restraint or in any respect incompetent to make a will.
· The testatrix, in the respective opinions of the undersigned, could converse in the English
language and was suffering fi:om no defect of sight, hearing or speech, or from any other
physical or mental impairment which would affect her capacity to make a valid will. The will
was executed as a single original instrument and was not executed in counterparts.
Each of the undersigned was acquainted with said testatrix at such time and makes this
affidavit at her request.
The within will was shown to the undersigned at the time this affidavit was made, and
was examined by each of them as to the signature of said testatrix and of the undersigned.
The foregoing instrument was executed by the testatrix and witnessed by each of the
undersigned affiants under the supervision of DOUGLAS CLAYTON LOVELACE, JR., an
attorney-at-law.
Sev~r~l~sworn to before me
(Name of Affiant)
this]_'~day of January, ]2002.
Notary Public '' - /~
~ (Nmne of Affiant)
My commission exnire~'~ .
NOTE: ATTESTING WITNESS SHOULD READ CAREFULLY BEFORE SIGNING
THIS AFFIDAVIT.
NOTARY SHOULD NOT BE A PARTY OR WITNESS.
4
RE¥ 1162 EX(11 961
PARq;$BJ4G PA 1 ?' £S 0601 PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OmC AL RECEIPT NO. CD 004598
LOVELACE MARY ELIZABETH
36 DONEGAL DRIVE
CARISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 $13,133.96
ESTATE INFORMATION: SSN: 060 01-1478
:ILE NUMBER: 2104-0343
DECEDENT NAME: BULLIS PAULINE A
DATE OF PAYMENT: 11/08/2004
POSTMARK DATE: 11/08/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 03/23/2004
TOTAL AMOUNT PAID: $13,133.96
REMARKS:
CHECK# 200
INITIALS: JA
SEAU RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF Jiil~MP1Jlftfl1i,Aif(E OF
INHERITANCE T!Jt~:piYi#DN,', ~j'':','' r'-.. \ ,', ~
PO BOX 280601 -;r-~I>,','." I, .'1,
HARRISBURG PA 1 1~S~0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT} ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-17-2005
BULLIS
03-23-2004
21 04-0343
CUMBERLAND
101
2DD5 JMl i l; Pi1 3: I 4
CLERK OF
OR~' '1"'" C'''' 1"-
I ['in),,!\j:~ /,.A. ;)1
D~l!AS'CL:DVELAltlt JR ESQ
36 DONEGAL DR
CARLISLE PA 17013
*'
REY-1541 EXAFP U2-04l
PAULINE
A
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
6,117.08
.00
.00
60,545.10
.00
31,550.80
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv:r!4"-ix..AFir.r~1.-.6.t'..NaT.I.ciroF.iNHErtiflWc~.YAi.l.PP~A.isi:M.€NT:..ALtowANCE.oii--..-._.........-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BULLIS PAULINE A FILE NO. 21 04-0343 ACN 101 DATE 01-17-2005
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
5,630.26
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
98,212.98
6.079 89
92,133.09
.00
92,133.09
NOTE: I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
92,133.09 X 15 = 13,819.96
(19)= 13,819.96
449.63
Ill)
(12)
(13)
(14)
TAX CREDITS:
,OJ AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-J
11-08-2004 CD004598 .00 13,133.96
INTEREST IS CHARGED THROUGH 02-01-2005 TOTAL TAX CREDIT 13,133.96
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 686.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 6.03
TOTAL DUE 692.03
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) <~
q.'"
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z8\160l
HARRISBURG PA 111Z8-0601
DOUGLAS C LOVELACE JR
36 DONEGAL DR
CARLISLE
PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C=0"'1J:,!I\l)"WE-Mr~!lERITANCE TAX
['lUIIlllJlI::iWIif,;i"l\\it,llI/IlNCE OR DISALLOWANCE
FmDEpucTIONS!~~ ASSESSMENT OF TAX
*'
RH-1547 EX ~~p (22-04)
-
01-17-2005
BULLIS
03-23-2004
21 04-0343
CUMBERLAND
101
I 11 6 ~o2t. :;;;t8d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
RET A!!'__I:~!'_~~_~l!~:r_I_l!~_!.l!~_J_l!I,l!l__RECORDS. _ _~______.__.._______ _._.
20G5 JMl24 PH
DATE
I: IlJSTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
A
PAULINE
elF"'!' (I'
:1':,\ j-
OR'"v -:~.' 1'('. ,-..c" r'~'T
ES.Q ~I;-I-:/ Ii'" ,) \""),,,1;<;,
Uf."CT. C'"
OUGLAS C. LOVELACE, JR.
TORNEY AND COUNSELOR AT LAW
36 DONEGAL DRIVE
CARLISLE, PENNSVLVANIA 17013
I!C."'" ,../___.
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Register of Wills
Cumberland County Court House
Carlisle, Pennsylvania 17013
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COMMONWEALTH 01" 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
LOVELACE MARY ELIZABETH
36 DONEGAL DRIVE
CARISLE, PA 17013
__u_n. fold
ESTATE INFORMATION: SSN, 060-01-1478
FILE NUMBER: 2104-0343
DECEDENT NAME: BULLIS PAULINE A
DATE OF PAYMENT: 01/24/2005
POSTMARK DATE: 01/22/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 03/23/2004
NO. CD 004875
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $692.03
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 201
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$692.03
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BUREAU OF INDIVIDUAL /~
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 111Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-1607 EX AFP 112-041
14
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-14-2005
BULLIS
03-23-2004
21 04-0343
CUMBERLAND
101
PAULINE
A
DOUGLAS C (tOVEtACE'JRESlt'
36 DONEGAL DR
CARLISLE PA 17013
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
~~:r&~,r.!5r.l~~..rft1~.6!'........;..:rA~!~elr~l5r.~'A"tA1nrf.b~.l~1:~O~...iE......................
ESTATE OF BULLIS PAULINE A FILE NO.21 04-0343 ACN 101 DATE 03-14-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-17-2005
PRINCIPAL TAX DUE:.
13,819.96
PAYMENTS (TAX CREDITS):
~
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-08-2004 CD004598 .00 13,133.96
01-22-2005 CD004875 2.67- 692.03
TOTAL TAX CREDIT 13,823.32
BALANCE OF TAX DUE 3.36CR
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 3.36CR
lIE
IlIt
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/17/2006
LOVELACE DOUGLAS C JR
36 DONEGAL DRIVE
CARLISLE, PA 17013
RE: Estate of BULLIS PAULINE A
File Number: 2004-00343
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:
3/23/2006
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,
Gl~r~~
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
r=8
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Pauline A. Bullis
Date of Death: March 23, 2004
Estate No. 21-04-0343
Will No. 2004-00343
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 L 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 L
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 L 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 th is report.
~ ~ ~ /(,
Signature
Date: ifIt:, tel. ~~ 9a:C
,
'-_: '\
Douglas C. Lovelace, Jr., Esquire
36 Donegal Drive
Carlisle, PA 17013
(717) 385-1866
Capacity:
x
Personal Representative
Counsel for personal representative
'J1/
FAMILY AGREEMENT--WAIVING FILING OF ACCOUNT
This Agreement entered into this 27th day of February, 2006, by and
between Mary E. Lovelace in her capacity as Executrix under the will dated
January 17, 2002, of Pauline A. Bullis, Deceased, and Jane Caden Barbato, Amy
Lovelace Kamowski, and Laurie Ashley Lovelace, residuary legatees of the
estate. For purposes of this agreement, when Mary E. Lovelace is referred to in
her fiduciary capacity, the term "executrix" will be used and, when she is referred
to in her individual capacities, she will be referred to by name.
BACKGROUND
1. Pauline A. Bullis ("Decedent"') died on March 23, 2004, a resident of
Carlisle Borough, Cumberland County, Pennsylvania, leaving a will dated
January 17, 2002.
2. Decedent's will was admitted to probate by the Register of Wills of
Cumberland County on April 13, 2004, and letters testamentary were issued to
Mary E. Lovelace, executrix.
3. In her will, Decedent named her two nieces (sisters) and grandnieces
(sisters), as the sole residuary legatees.
4. The executrix advertised the grant of letters Testamentary, prepared
and filed an Inventory and Appraisement of Decedent's property and prepared
and filed a Pennsylvania Inheritance Tax Return and federal and state income
tax returns and paid the appropriate taxes thereon.
5. The executrix has paid all the general legatees and all the taxes, debts
and expenses of the estate known to them, and they have no knowledge of any
unpaid claims, absolute or contingent, which may be asserted against the estate
nor do they have any reason to believe there are any such claims.
6. The executrix has completed the administration of the estate, has
prepared her account thereof ("account") and has distributed the net assets of
the estate to Mary E. Lovelace, Jane Caden Barbato, Amy Lovelace Kamowski,
and Laurie Ashley Lovelace, the residuary legatees named in the will.
7. A statement reflecting all estate receipts, disbursements and
distributions are annexed here to as Exhibit A.
8. Mary E. Lovelace, Jane Caden Barbato, Amy Lovelace Kamowski, and
Laurie Ashley Lovelace desire that this Family Agreement make unnecessary the
filing of an accounting in the Orphans' Court Division of the Court of Common
Pleas of Cumberland County.
1
9. Mary E. Lovelace, Jane Caden Barbato, Amy Lovelace Kamowski, and
Laurie Ashley Lovelace have been given the opportunity to review the books and
records of the executrix, and based upon such opportunity or examination, they
have determined that they have sufficient information to make an informed
decision to waive their right to an accounting.
AGREEMENT
In consideration of the willingness of the executrix to distribute and
terminate the estate in accordance with the terms of the will without the
protection afforded her by a formal adjudication of an executrix' account, Mary E.
Lovelace, Jane Caden Barbato, Amy Lovelace Kamowski, and Laurie Ashley
Lovelace, the undersigned beneficiaries, individually and with respect to their
heirs, personal representatives, successors and assigns, do hereby:
1. Acknowledge that we have read this Agreement and represent that the
facts set forth above are true and correct to the best of our knowledge,
information and belief. We further acknowledge that we are familiar with the
provisions of the will of decedent;
2. Waive the filing of a formal account of the administration of this estate,
with respect to the income and principal thereof, in any court which has
jurisdiction, in particular, the Orphans' Court Division of the Court of Common
Pleas of Cumberland County, Pennsylvania;
3. Declare that we have examined the account and statement, which is
attached hereto and incorporated herein, and find it to be true and correct in all
particulars; understand that the distribution may still be subject to the payment of
certain administration expenses; accept and approve it with the same force and
effect as if it had been prepared and duly filed with, audited, adjudicated and
confirmed absolutely by such court which has jurisdiction over this estate, and,
as if the balance of principal and income had been awarded by said court in
accordance with this Agreement and the account and statement;
4. Warrant that we know of no outstanding and unsatisfied claims against
the estate and approve the distribution of the principal and income shown on the
attached account and statement as set forth above;
5. Absolutely and irrevocably release and discharge the executrix, her
personal representatives, heirs, successors and assigns, from any and all
actions, liabilities, claims and demands, including specifically but not limited to
liability arising in connection with any mistake of fact or law, or negligent or
careless act or omission by the executrix, in connection with the administration
and distribution of assets shown in the statement, without a formal court
accounting and adjudication;
2
"1
EXHIBIT A
FIRST AND FINAL ACCOUNT OF MARY E. LOVELACE,
EXECUTRIX FOR ESTATE OF PAULINE A. BULLIS, DECEASED
Date of Death: March 23,2004
Date of Executor's Appointment: April 13, 2004
Accounting for the Period: April 13, 2004 to February 27, 2006
First Complete Advertisement
of the Grant of Letters: May 20, 27 and June 3, 2004
Purpose of Account: Mary E. Lovelace, Executrix, offers this account to
acquaint interested parties with the transactions that have occurred during her
administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined. Requests for
additional information or questions or objections can be discussed with the
following individual:
Douglas C. Lovelace, Jr., Esquire
36 Donegal Drive
Carlisle, PA 17013
(717) 385-1866
SUMMARY OF ACCOUNT
Proposed Distribution to Beneficiaries
$0
Princioal
Receipts
$66,805.53
Net Gain (or Loss) on sales
or Other Disposition
$766.42
$67,571.95
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal and State Taxes
Fees and Commissions
$449.63
$5,172.50
$457.76
$9,220.87
$0
$15.300.87
1
EXHIBIT A
Balance before Distribution
Distribution to Beneficiaries
Principal Balance on Hand
Income
Receipts
Less Disbursement
Balance before Disbursement
Distribution to Beneficiaries
Income Balance on Hand
$84.00
$0
$84.00
$84.00
RECEIPTS OF PRINCIPAL
Cash:
Members' First Fed. C.U. (237733-11)
Members' First Fed. C.U. (237733-00)
Bank of New York (022-4118679)
Bank of New York (090-4932027)
Bank of New York (687-2997464)
In Possession of Decedent
Tangible personal property:
Costume Jewelry: assorted pins,
ring, necklace, earrings, watch
Wearing Apparell: 3 skirts,
3 blouses, undergarments,
2 coats, 2 pairs of shoes
Household Goods and Furniture
Sofa
Kitchen table
Recliner chair
2
Assets Listed
in Inventory
(Valued at
Date of Death)
$62.69
48,029.27
1,318.47
8,152.05
260.06
0.00
$115.00
60.00
50.00
30.00
50.00
$52,271.08
$52.271.08
$0
$0
Fiduciary
Acquisition
Value
$62.69
48,029.27
1,318.47
8,152.05
260.06
0.00
$115.00
60.00
50.00
30.00
50.00
Chair 50.00 50.00
Hutch 250.00 250.00
Chair 25.00 25.00
End table 20.00 20.00
End table 20.00 20.00
End table 20.00 20.00
Serving table 150.00 150.00
Chest 50.00 50.00
Single bed 50.00 50.00
Dresser 50.00 50.00
TV stand 10.00 10.00
Washer 50.00 50.00
Dryer 50.00 50.00
Lamp 1 0.00 1 0.00
Lamp 1 0.00 1 0.00
Linens 20.00 20.00
Hummel figurines:
Little Shopper 325.00 325.00
Just Resting 242.00 242.00
Chimney Sweep 200.00 200.00
Forever Yours 87.00 87.00
Paintings:
Winter stream by Thos. R. Curtin $236.48 $236.48
Winter stream by Thos. R. Curtin 236.48 236.48
Winter farm by Thos. R. Curtin 102.47 102.47
Covered bridge by Thos. R. Curtin 85.13 85.13
Winter farm by Van Inwegen 15.00 15.00
Winter barn by Vilina, G. 15.00 15.00
Stocks:
John Hancock Investment Services,
146.8 book entry shares at $41.67/share $6,117.08 6,117.08
Total Inventory: $66,662.18 $66,624.18
Receipts Subsequent to Inventory:
Refund of Overpayment of
2004 Income Tax $181.35
Total Receipts Subsequent
to Inventory: $181.35
Adjustments to Carrying Values:
3
Increased value of 174 shares
of Manulife Financial Corp.
Adjusted Value upon Audit:
Value per Inventory:
$6,883.50
6, 117.08
$766.42
Total receipts of principal
$67,571.95
GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS
None
DISBURSEMENT OF PRINCIPAL
Debts of Decedent:
Thornwald Home
Dry Cleaners
Wachovia Bank (for overpayment)
Federal and State Taxes:
State Inheritance Tax
IRS Federal Estate Tax
Total Federal and State Taxes
$108.27
14.12
327.24
$449.63
$5,172.50
$5, 172.50
$234.00
75.00
102.11
42.00
4.65
$457.76
$9,093.37
127.61
$9,220.98
Total Debts of Decedent
Funeral Expenses:
Hoffman-Roth Funeral Home, Inc.
Total Funeral Expenses
Administrative Expenses:
Register of Wills, Probate Cost
Cumberland Law Journal for Estate
Administration Notification
The Sentinel for Estate
Administration Notification
Appraisal Cost
Certified Mail Cost
Total Administration Expenses
Fees and Commissions:
None
Total Disbursement of Principal
$15,300.87
4
DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES
To Mary E. Lovelace in satisfaction of gift
under Article FOURTH of Will
Painting of winter stream by Thos. R. Curtin
Painting of winter farm by Thos. R. Curtin
Hummel figurine: Little Shopper
Hummel figurine: Forever Yours
To Jane Cad en Barbato in satisfaction of gift
under Article FOURTH of Will
Painting of winter stream by Thos. R. Curtin
Painting of covered bridge by Thos. R. Curtin
Painting of winter farm by Van Inwegen
Painting of winter barn by Vilina, G.
Hummel figurine: Just Resting
Hummel figurine: Chimney Sweep
To Amy Lovelace Kamowski in satisfaction
of gift under Article FIFTH of Will
Costume Jewelry: assorted pins,
ring, necklace, earrings, watch
Furniture:
Kitchen table
Chair
Hutch
Single bed
Dryer
Lamp
Linnens
Cash:
To Laurie Ashley Lovelace in satisfaction
of gift under Article FIFTH of Will
Wearing Apparell: 3 skirts,
3 blouses, undergarments,
2 coats, 2 pairs of shoes.
Furniture
Sofa
Recliner chair
Chair
5
$236.48
102.47
325.00
87.00
$236.48
85.13
15.00
15.00
242.00
200.00
$115.00
30.00
50.00
250.00
50.00
50.00
10.00
20.00
$24,788.26
60.00
50.00
50.00
25.00
End table
End table
End table
Serving table
Chest
Dresser
TV stand
Washer
Lamp
20.00
20.00
20.00
150.00
50.00
50.00
10.00
50.00
1 0.00
Cash:
$24,798.26
I nformation Schedules-Principal:
Investments Made: None
Changes in Investment Holdings: None
RECEIPTS OF INCOME
I nterest on Cash Deposits
Total Income Received
$84.30
$84.30
DISBURSEMENT OF INCOME
None
DISTRIBUTION OF INCOME TO BENEFICIARIES
Per Article FIFTH of will:
To Amy Lovelace Kamowski:
$42.15
$42.15
To Laurie Ashley Lovelace:
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
No Further Distributions Required
MARY E. LOVELACE, Executrix under the Will of PAULINE A. BULLIS,
deceased, hereby declares under oath (penalties of perjury) that she has fully
and faithfully discharged the duties of her office; that the foregoing First and Final
Account is true and correct and fully discloses all significant transactions
occurring during the accounting period; that all known claims against the estate
have been paid in full; that to her knowledge, there are no claims now
6
"
.. .
outstanding against the Estate; and that all taxes presently due from the estate
~;n~~~ sl
Executrix
Subscribed and sworn to
by MARY EZVELACE before me this j
M day of 7f7tJlr
t0a ffl. U-;A
N tary Public "' / '-'
,2006
COMMONWEALTH OF PENNSYLVAN'A
Notarial Seal
N...t!:llr\l public
Flora M. V~t ~ 1 riand CountY
Nol\h~~21,2009 .
tJr.J . Association of Notanes
Member, Pennsylvania
7