The URL can be used to link to this page

Home My WebLink About04-0189PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of Stephen C. Reeves also known as Social Security No. 210-56-0656 To: Register of Wills for the Deceased. County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decedent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 4225 Roth Lane, Apt. 103, Mechanicsbur.q, PA 17055 (list street, number, Twp. or Bore.) Decedent, then 38 years of age, died on October 17, 2003 at I 81 NB mile post 64.2 (auto accident) Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 10,000.00 Petitioner the following spouse (if any) and heirs: Name Wendy J. Reeves after a proper search ha s ascertained that decedent left no will and was survived by Madison C. Reeves (minor child) Stephen J. Reeves (minor child) Tyler R. Reeves (minor child) Andrew P. Reeves (minor child) Relationship Spouse Son Son Son Son Residence 5029 Inverness Drive Mechanisbur,q PA 17055 ~/l~q Corem C~av~ Bonita CA c~ tcl 02_ 5029 Inverness Drive Mechanicsburfl PA 17055 5029 Inverness Drive Mechanicsbur,q PA 17055 5029 Inverness Drive Mechanicsburq PA 17055 THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. Wendy J. Re{ves 5029 InverneSs Drive Mechanicsbur,q PA 17055 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ] COUNTY OF Cumberlandj' SS The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are tree and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and;~)bscribed before me this ~ day of No. Estate of Stephen C. Reeves ~ Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW /~4x~/./z44~ r/ ~-K~-'~ , in consideration of the petition on / the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Wendy d. Reeves is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to Wend¥ J. Reeves in the estate of Stephen C. Reeves FEES Letters of Administration ...... $ 40.00 Short Certificates (5 ) ...... $ 15.00 Renunciation ............ $ JCP $ 10.00 TOT^L__ $ 65.00 File~.~.,,O'~r...~..d./ .~... A.D. David R. Getz, Esqui et'ID No. 34838 ATTORNEY (Sup. Ct. I.D. No.) WIX, WENGER & WEIDNER/P.O. Box 845 Harrisbur,q PA 17108-0845 ADDRESS (717) 234-4182 PHONE ZE:6V C;ZEt3:t I~l. his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9648840 No. Local R OCT oo3 Date ,T ~29-128 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) · ~'E FILE NUMBER IEX SOC~*L SECURITY NUMBER DA~E O~ DEATH (Momh, Day. ~;) Ste')hen C Reeves zMale I" 210 - 56 - 0656 4. October 17, 2003 38 w. 1,0ct.4,1965 West Grove, PA ~,~,~ Cumberland ~.East Pennsboro I~- I 81 NB mile post 64.2 [,~'"~'"~' ,0. white CE~NT'S Pennsylvania 5029 Inverness Drive ~s,~.c~ Mechanicsburg, PA 17050 ~ ~m.~ Cumberland '~ ,~.~ ~.m.,~,o, ~, I Reeves ,, Gall Loraine Sunderland [NF~.q'S ~E ffy~dnl) ]IN~ORM~T'S MNUNG AD~E~ Jo Reeves ~, 5029 Inverness Drive, Mechanicsbur~,PA 17050 ~D ~ ~l,,,.October 21, 2003 I,,.Yorkto~e Cre~tory I*,~ York, PA 17404 I ,,~. FS 012 849 I,,~.P.O. Box 431, New Cumberland~ PA 17070-0431 i:45 m u ,~. October ~7, 2003 ,~,~ , .. Blunt Chest Trauma ~~ ~. Motor Vehicle Crash ~ n ~ n I~m ~ P,~.,,,t~ ~ I~. I~. M, I=~. I~. -- ..... ~'"'x~,~""'~'~,=",~,~-~.~.).~.~-m~ .......................... D .~. 3,..October 20. 2003 '~E~mN~ER Im~27)T~Ptn Michael L. Norris, Coroner ~~'~ ~ ~,~,~., ,, ~ ~,, ~ .... ....... ~ ~,~,~, ~...~ ~,.~.. ~ ~ m. ~.~ . ........... ... =. Mechanicsburg, Pa. 17050 '04 FEll 25 ~,9:32 Co., PA JAMES A. BALOGH - MN GARY W. BECKER - DC, FL, IL, MN, WI' *CREDITOR'S RIGHTS SPECIALIST AMERICAN BOARD OF CERTIFICATION CHELSEA A~-~'~I~L EY ANGELA M. HORN - MN MICHAEL D. JOHNSON - MN MARY ELLEN WEEMAN - KS, MN, MO THERSlA O. LEE - MN CHAD J. BOLINSKE - MN STEVEN M. TOMS- MN MICHAEL L. MCCAIN - MN WILLIAM B. HOPKINS - MN, WI JOHN E. OLCHEFSKE - MN JON M. SUSTARICH - MN JASON R. FOSTER- MN MEAGAN M. PROBST - MN MICHAEL J. DOUGHERTY - MN REGISTER OF WILLS BALOGH BECKER, LTD. ATTORNEYS AT LAW SEND ALL WRITTEN REPLIES TO: 4150 OLSON MEMORIAL HIGHWAY, SUITE 200 MINNEAPOLIS, MINNESOTA 55422-4811 TELEPHONE 763-852-8440 FAX 763-852-8499 TOLL-FREE 866-884-2862 CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 Re: In the Estate of STEPHEN C REEVES ARIZONA OFFICE: 64 E. BROADWAY ROAD SUITE 175 TEMPE, AZ 85282 DIANA THEOS - AZ, CO SANDRA TANG - AZ, CA OF COUNSEL: LITOW LAW OFFICES, P.C. (IOWA) LUSTIG, GLASER & WILSON, P.C. (MASSACHUSETTS) 03/31/04 Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: 2104189 210560656 5029 INVERNESS DR MECHANICSBURG, PA 17050 ADVANTA BANK CORPORATION 5475841096010014 $ 4931.89 Dear Sir or Madam: Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate. Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or if this is a duplicate claim, please call our firm toll free at 1- 866-884-2862 Cordially, Balogh Becker, Ltd. Attorneys at Law Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 4077 3/302004 1093387 COMMONWEALTH OF PENNSYLVANIA Ra,~'-- :' ~COURT OF COMMON PLEAS ~ 'OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAII~I~ .~ '04 /:~Pi~ ] :Z i:~z :C'~ In Re: The Estate of: Court File No: 2104189 STEPHEN C REEVES Deceased TO: THE CLERK OF THE ORPHANS' COURT DXVXSXON: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). ADVANTA BANK GORPORATION 1) Claimant's name: C/O BALOGH BEOKER LTD, 4150 OLSON MEMORIAL 2) Claimant's address: HWY #200 MINNEAPOLIS, MN 55422 866-884-2862 3) Creditor listed below is the owner and holder of a claim in the amount of $ 4931.89 4) S) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. Decedent's address: 5029 INVERNESS DR MECHANICSBURG, PA 17050 6) Date of Death: 10/17/03 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, ! do solemnly declare and affirm unde[the penalties of perjury that they information and representations m,Qde herein a~e true and correct to the be~il~/¢~l)/?owle~ge, information and beliM~./. J Dated:-II t./'![)~i/ ///I/ / · I - ! Chelsea A.l~A~f~t~ey~An~'1~. Horn, Attorney Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: DAVID GETZ Name 503 N 2ND ST Address HARRISBURG, PA 17050 City/Stat/.~Zip Date n otic~/~'m//a~l~e d IN RE ESTATE OF: STEPHEN C REEVES AFFIDAVIT ~0~F ACCOUNT ! '04 /~?E 12 ~?:0~ The undersigned, being first duly swom deposes and states the t'oll'o'~s: 1. Your Affiant is authorized by the ulmmant as its Attorney-In-Fact to make this Affidavit. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of her duties. The Decedent purchased merchandise in the amount of $ 4931.89 account number 5475841096010014 evidenced by The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not One of its attorneys: ~ Chelsea A. Whitley ~ Angela M. Horn __ Michael D. Johnson __ Mary Ellen Weeman __ Thersia O. Lee __ Chad J. Bolinske 4150 Olson Memorial Highway, Suite 200 Minneapolis, MN 55422-4811 Subscribed and sworn before me This o~ day of ~ ,2004. Not .... ~-~ S~E A. JOHNSON 4 [~rf~;;~l'~ NOTARY PUBLIC - MINNESOTA 4 ~,~../ HENNEPIN COUN'I'Y ~ My Commission Expires Jan. 31,2008~ JAMES A. BALOGH - MN GARY W. BECKER - DC, FL, IL, MN, WI* *CREDITOR'S RIGHTS SPECIALIST AMERICAN BOARD OF CERTIFICATION CHELSEA A. WHITLEY - MN, WI ANGELA M. HORN - MN MICHAEL D. JOHNSON - MN MARY ELLEN WEEMAN - KS, MN, MO THERSIA O. LEE - MN CHAD J. BOLINSKE - MN STEVEN M. TOMS - MN MICHAEL L. MCCAIN - MN WILLIAM B. HOPKINS - MN, WI JOHN E. OLCHEFSKE - MN JON M. SUSTARICH - MN JASON R. FOSTER- MN MEAGAN M. PROBST - MN MICHAEL J. DOUGHER~' - MN REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 BALOGH BECKER, LTD. ATTORNEYS AT LAW SEND ALL WRITTEN REPLIES TO: 4150 OLSON MEMORIAL HIGHWAY, SUITE 200 MINNEAPOLIS, MINNESOTA 55422-4811 TELEPHONE 763-852-8440 FAX 763-852-8499 TOLL-FREE 877-768-4494 ARIZONA OFFICE: 64 E. BROADWAY ROAD SUITE 175 TEMPE, AZ 85282 DIANA THEOS - AZ, CO SANDRA TANG - AZ, CA OF COUNSEL: LITOW LAW OFFICES, P.C. (IOWA) LUSTIG, GLASER & WILSON, P.C. (MASSACHUSEI-fS) 05106104 Re: In the Estate of Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: STEPHEN C REEVES AKA STEPHEN REEVES 2104189 210560656 5029 INVERNESS DR MECHANICSBURG, PA 17050 WORLD FINANCIAL NETWORK NATIONAL BANK 5856370739131515 $1537.76 Dear Sir or Madam: Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate. Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or if this is a duplicate claim, please call our firm toll free at 1- 877-768-4494 Cordially, ' ~ ':*: Balogh Becker, Ltd. Attorneys at Law ::~: Enclosures --' A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 4434 5/442004 1093387 COMMONWEALTH OF PENNSYLVANZA NOTICE OF CLAIM ]:n Re: The Estate of: Court File No: 2104189 STEPHEN C REEVES Deceased AKA STEPHEN REEVES TO: THE CLERK OF THE ORPHANS' COURT DZV]:S]:ON: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). WORLD FINANGIAL NETWORK NATIONAL BANK 1) Claimant's name: c/o BALOGH BECKER LTD, 4150 OLSON MEMORIAL 2) Claimant's address: HWY #200 MINNEAPOLIS, MN 55422 877-768-4494 3) Creditor listed below is the owner and holder of a claim in the amount of $ 1537.76 4) s) 6) 7) COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT D]:VZSZON The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. Decedent's address: 5029 INVERNESS DR MECHANICSBURG, PA 17050 Date of Death: 10/17/03 That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, ! do solemnly declare and affirm under the penalties of perjury that they Information and representations made herein are true and correct to the best of my knowledge, information and belief. Dated: '~' Chelsea A. Whitley/Angela M. Horn,~;l~ey Written notice of claim was given to Personal Representative and/or I~s/her~3unsel as stated below: DAVID GETZ Name 503 N 2ND ST "-' Address HARRISBURG, PA 17050 Date notice rr(ailed IN RE ESTATE OF: STEPHEN C REEVES AKA STEPHEN REEVES AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of her duties. The Decedent purchased merchandise in the amount of $1537.76 account number 5856370739131515 evidenced by The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not BALOGH BECKER, LTD. By: ~ One of its attorneys: ~ Chelsea A. Whitley ~ Angela M. Horn ~ Michael D. Johnson Mary Ellen Weeman Thersia O. Lee ~ Chad J. Bolinske 4150 Olson Memorial Highway, Suite 200 Minneapolis, MN 55422-4811 Subscribed and sworn before me This lO day of (..~CLL~ 2004. I ' COMMONWEALTH OF PENNSYLVANIA NOTICE OF CLAIM COURT OF COMMON PLEAS OF CUMBERLA_ND COUNTY ORPHANS' COURT DIVISION In Re: The Estate of.' STEPHEN REEVES Deceased Court File No: 21'04'189 TO: THE CLERK OF THE ORPHANS' COURT DIVISION Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). Claimant's name: Claimant's address: 1) 2) 3) 4) 5) 6) 7) BANK ONE cio NCO Financial Systems, Inc Probate Department,ft450 1804 Washington Boulevard Baltimore, MD 21230 (443)263-3300, ext 3304 Creditor listed below is the owner and holder of a claim in the amount of $1,231.18 ACCT#5467106000734996 The facts upon which this claim is based is a credit agreement between Creditor and Decedent, identified as account number which is evidenced by the attached affidavit of account stated. Decedent's address: 5029 ~NVERr~Ess DRrW, MECHANICSBURG PA 17050 Date of Death: 10/17/03 That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, I do solemnly declare and affirm under the penalties of perjury that they Information and representation~"Jnade herein are true arX~orrect to the best of my knowledge, information and ~.;. ~/. ~// .~. Dated:May 24, 2004 /v''-v'''u~;~ //'(' (" ] ,,ff~,,~ ,AGENT Claimant ' '7'..... K95695 Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: WENDY J REEVES Name 5029 INVERNESS DRIVE Address MECHANICSBURG PA 17050 City/State/Zip MAY 24, 2004 Date notice mailed -c F:\WPC? IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION INRE: ESTATE OF STEPHEN C. REEVES NO. 2104189 CLAIM TO THE CLERK: Kindly index and make proper the entry in your official records of the claim of: CITIZENS AUTOMOBILE FINANCE, INC. in the amount of $1,416.79, against the Estate of the above-named decedent. This claim is filed under section 732 (b)(2) of the Fiduciaries Act of 1949 as amended. The said decedent, who resided at 5209 Invemes Drive, Mechanicsburg, PA 17050, died on October 17, 2003. Written notice of this claim was given to Wendy J. Reeves, Executrix of the Estate of Stepen C. Reeves on June 4, 2004, by certified and regular mail at 5029 Inverness Drive, Mechanicsburg, PA 17055. SILVERMAN BERNHEIM & VOGEL Date: June 8, 2004c~__ ~: ~_ TMon_'' ~-JE~turen R. Be~chler, Esquire Attorneys for Citizens Bank of Pennsylvania Two Penn Center, Suite 910 Philadelphia, PA 19102 :~T~DOCSX31664~Reeves-398\Claim.Cumberland.wpd INVENTORY Estate of Reeves, Stephen C. also known as , Deceased Wend)/Jo Reeves No. 21-04-189 Date of Death 10/17/03 Social Security No. 210560656 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory, lANe verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa; C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D. No.: Address: David R. Getz, Esquire 34838 508 North Second Street Harrisburg PA 17108 Personal Representative: Wend}, Jo Reeves, Executor Dated Telephone: (717) 234-4182 Description Ordinary household goods and furnishings IRS tax refund Security deposit for apartment Fidelity Investments Retirement Account (no designated beneficiary) (Attach Additional Sheets if necessary) Total Value 50.00 125.04 201.00 2,178.20 2,554.24 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 REV*1500 EX + (6-00) F- z z O n,' O 'O Z Z X COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE iNITIAL Reeves, Stephen C. DATE OF DEATH (MM-DO-Year) 10/17/2003 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT IDATE OF BIRTH (MM-DO-Year) 0/04/1965 IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Reeves, Wend)/Jo. OFFICIAL USE ONLY FILE NUMBER COUNTYCOOE YEAR NUMBER SOCIAL SECURITY NUMBER 2 1 0-5 6-0 6 5 6 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER r~l. Original Return r-"~ 4. Limited Estate [~6, Decedent Died Testate (Attach copy of Will) ---]9, Litigation Proceeds Received r--] 2. Supplemental Retum F-] 4a. Future interest Compromise (date ofdeath a~ter 12-12-82) r-17. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ] 3. Remainder Retum (date of death pnorto12-13-82) E~5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes Ell 1. Election to tax under Sec. 9113(A) IAr~ch Sch O) NAME David R. Getz, Esquire FIRM NAME (If Applicable) WIX, WENGER & WEIDNER TELEPHONE NUMBER (717) 234-4182 COMPLETE MAILING ADDRESS 508 North Second Street P.O. Box 845 Harrisbur~l .~T, ,:- PA 17108-0845 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) E~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8 Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 0.00 c_ 0.00 ~ ~#iC-~AE'LJ'SE ONLY 966.25 (8) 3,520.49 (11) 9,571.00 10,502.63 20,073.63 (12) -16,553.14 -16,553.14 (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. or transfers underSec, 9116 (a)'(%2) 0.00 X 0 16, Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19, Tax Due 20. (15) 0.00 (16) 0.00 (17) (18) (19) 0.00 > > BESURETO ANSWERAELQUESTiONS ON;REVERSE SIDE AND RECHECK MATH < < Deced, ent's Complete Address: STREET ADDRESS 4225 Roch Lane, Apartment 103 CITY Mechanicsburo Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Povedy Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty ISTATE PA (1) zip 17050 Total Credits ( A + B + O ) (2) 0.00 Total Interest/Penalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund 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 Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) 0.00 0.00 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................... [] [] Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... [] [] 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 return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PEP, SON RESPONSIBLE FOR FILING RETURN '.,...Lo._¢--. % ADDR'E-SS Wendy J. ReeVes 502,,~9 Inverness Drive, Mechanicsbur~ SIGNATURE OF PCE~,~'I~ER OTHER_~CN~ REPRESENTATIVE ADDRESS David R. Getz, Esquire/~fVIX, WENGER & WEIDNER 508 North Second Street, P.O. Box 845, Harrisbur~l DATE PA 17050 DATF PA 17108-0845 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% {72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Reeves. Stephen ¢. All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1, None DESCRIPTION VALUE AT DATE OF DEATH 0.00 TOTAL (Also enter on line 1, Recapitulation) $ 0.00 REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Reeves. SteDh(~n ~, All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, None 0.00 TOTAL (Also enter on line 2, Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) REV-1504 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER Reeves. SteDh~n Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 None 0.00 TOTAL (Also enter on line 3, Recapitulation) $ 0.00 , REV-1507, EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE D MORTGAGES & NOTES RECEIVABLE FILE NUMBER Reeves, Stephen C. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. None 0.00 TOTAL (Also enter on line 4, Recapitulation) $ 0.00 REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Reeves. Stephen C, Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Ordinary household goods and furnishings IRS tax refund Security deposit for apartment Fidelity Investments Retirement Account (no designated beneficiary) VALUE AT DATE OF DEATH 50.00 125.04 201.00 2,178.20 TOTAL (Also enter on line 5, Recapitulation) $ 2,554.24 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Reeves. Stephen (~. If an asset was made joint within one year of the decedent's data of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. C JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR,JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERE~ 1. A TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Reeves, Stephen C. This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes, DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. CIGNA Financial Services IRA 966.25 100. 966.2,' Designated beneficiares: Wendy J. Reeves (50%) and Gail Fannasy (50%) TOTAL (Also enter on line 7 Recapitulation) $ 966.25 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Reeves. Stephen ~. Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: Parthemore Funeral Home Gravemarker (estimated) ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City. State Year(s) Commission Paid: Attorney Fees Wix, Wenger & Weidner (estimated) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address City. State Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills Accountant's Fees Tax Return Preparer's Fees Register of Wills (add'l short certficates) Wix, Wenger & Weidner (estimated out-of-pocket expenses) Zip 5,100.00 800.00 3,500.0O 65.00 6.00 100.00 TOTAL (Also enter on line 9, Recapitulation) $ 9,571.00 (If more space is needed, insert additional sheets of the same size) . REV-1512 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF Reeves, Stephen C. FILE NUMBER Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Verizon Wireless (cell phone) 56.66 10. UGI Utilities, Inc. Quantum Imaging & Therapeutic (medical bill) Value City Furniture Credit Plan (World Financial Network Nat'l Bank) c/o Balogh Becker, Ltd. XM Satellite Radio M&T Bank, N.A. (credit card) Pennsylvania Water Company Advanta Platinum Credit Card c/o Balogh Becker, Ltd. Bank One Credit Card c/o NCO Financial Systems, Inc. Citizens Automobile Finance, Inc. c/o Lauren R. Berschler, Esquire 10.49 74.00 1,537.76 29.97 1,186.64 27.25 4,931.89 1,231.18 1,416.79 TOTAL (Also enter on line 10, Recapitulation) $ 10,502.63 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00) COMMONWEALTH OFPENNSYLVANIA INHERITANCE TAX RETURN RESlDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Reeves. ~teDhen C, NUMBER 1. 1. 2. 3. 4. 5. 6. II. 1. FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] Wendy J. Reeves 5029 Inverness Drive Mechanicsburg, PA 17050 Gail Fannasy 2514 Thomas Street Harrisburg, PA 17103 Stephen J. Reeves, minor child c/o Wendy J. Reeves 5029 Inverness Drive Mechanicsburg, PA 17050 Tyler R. Reeves, minor child c/o Wendy J. Reeves 5029 Inverness Drive Mechanicsburg, PA 17050 Andrew P. Reeves, minor child c/o Wendy J. Reeves 5029 Inverness Drive Mechanicsburg, PA 17050 Madison Reeves-Meyers 4139 Coral Canyon Road Bonita, CA 91902 Spouse Mother Son Son Son Son 50% residue + 1/2 Schedule G interest 1/2 Schedule G interest /4 residue /4 residue /4 residue /4 residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART I! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) IN THE REGISTER OF WILLS OFFICE FOR CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF STEPHEN C. REEVES, Deceased ESTATE NO. 21-04-189 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) TO THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA: 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 June 14, 2004: Wendy J. Reeves 5029 Inverness Drive Mechanicsburg, PA 17050 Stephen J. Reeves (Minor Child) c/o Wendy J. Reeves 5029 Inverness Drive Mechanicsburg, PA 17050 Tyler R. Reeves (Minor Child) cio Wendy J. Reeves 5029 Inverness Drive Mechanicsburg, PA 17050 Andrew P. Reeves (Minor Child) c/o Wendy J. Reeves 5029 Inverness Drive Mechanicsburg, PA 17050 Madison Reeves-Meyers 4139 Coral Canyon Road Bonita, CA 91902 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Respectfully submitted, Dated: June 14, 2004 WiX, y~j~GER & W,E~DNER David R. Getz, Esquire ' Attorney ID No. 34838 508 North Second Street P.O. Box 845 Harrisburg, PA 17108-0845 (717) 234-4182 Counsel for Personal Representative IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF STEPHEN C. REEVES, Deceased ESTATE NO. 2004-00189 PETITION FOR SETTLEMENT OF SMALL ESTATE UNDER PEF CODE §3102 The Petition of Wendy Jo Reeves, Administratrix of the Estate of Stephen C. Reeves ("Petitioner") made by and through her attorneys, David R. Getz, Esquire and the law firm of Wix, Wenger & Weidner, and pursuant to 20 Pa. C.S.A. §3;~)21 resp~ctfu y~F~ represents as follows: 1. The name and address of the Petitioner is: Wendy J. Reeves, Administratrix 5029 Inverness Drive Mechanicsburg, PA 17050 2. Petitioner is the surviving spouse of Stephen C. Reeves ("Decedent"). 3. Decedent died intestate on October 17, 2003. A Death Certificate is attached hereto as Exhibit "A". Decedent was domiciled at death in Cumberland County, Pennsylvania, with a last principal residence at 4225 Roth Lane, Apt. 103, Mechanicsburg, Pennsylvania 17050. 5. Decedent's social security number was 210-56-0656. 6. 'The names, relationships, and interests of all parties beneficially interested in the estate are: Beneficiary Name Relationship Intestate Interest Wendy J. Reeves Stephen C. Reeves Tyler R. Reeves Andrew P. Reeves Madison Reeves-Meyers Spouse 50% Son 12.5% Son 12.5% Son 12.5% Son 12.5% 7. Decedent died owning property of a gross value not exceeding $25,000.00, which is itemized below. Property Description Ordinary household goods and furnishings IRS tax refund County of San Diego Child Support garnishment refund Security deposit for apartment Fidelity Investments retirement account TOTAL PROBATE ESTATE: 8. An itemized statement of all claims against the estate is listed below. Costs of Administration: Wendy J. Reeves Wix, Wenger & Weidner (estimated) Funeral Expenses: Parthermore Funeral Home Gravemarker: Gravemarker (estimated) All other claims: Verizon Wireless UGI Utilities Quantum Imaging & Therapeutic Value City Furniture XM Satellite Radio M&T Bank Pennsylvania Water Company Advanta Platinum Credit Card Bank One Credit Card Citizens Automobile Finance Value $50 125.04 854.00 201.00 2,178.20 $3,408.24 Amount $ 241.00 3,500.00 5,100.00 800.00 56.66 10.49 74.00 1,537.76 29.97 1,186.64 27.25 4,931.89 1,23118 1,416.79 9. All claims are admitted. 10.The balance for distribution is $3,408.24. 11.The Pennsylvania Inheritance Tax Return has been filed with the Register of Wills, showing no inheritance tax due by the estate. 12. All parties in interest have received a copy of this Petition as reflected on the Certificate of Service attached hereto. 13. The estate is insolvent and the following distribution is proposed in accordance with Section 3392 of the Pennsylvania Probate, Estates. and Fiduciaries Code, 20 Pa. C.S.A. §3392: Balance available for distribution $ LESS COSTS OF ADMINISTRATION: Wendy J. Reeves- Reimbursement of costs for probate, advertising, and filing of Petition Wix, Wenger & Weidner FUNDS AVAILABLE FOR DISTRIBUTION TO ALL OTHER CREDITORS $ 3,408.24 (241.00) (3,167.24) -0- WHEREFORE, Petitioner respectfully requests this Honorable Court to direct distribution of the entire distributable balance of the Decedent's Estate to the persons entitled thereto as set forth in this Petition. Dated: July t , 2004 Respectfully submitted, WIX, WENGER & WEIDNER By: , /', · ~ David R. Getz, Esquire ' Attorney ID No. 34838 508 North Second Street P.O. Box 845 Harrisburg, PA 17108-0845 (717) 234-4182 ARNING: !t ~s i~leaai to '', . · P 9650031 n 4 ?003 ,..,,,_ ~u ..... D :,~ CERTIFICATE OF DEATH ~)29-128 (Coroner) Ste >hen C Reeves zMale 3 210 - 56 - 0656 4. October 12, 2003 .0ct.4,1965 West Grove, PAI~,,d~] E~O~p~,~.~ OC~ N...,~ O~ ~ ¥"~ ~ L[~"~""~vs~°"°"* I co,,.~ m.o~so~,v> ~,Wendy Jo Morgart Restaurant ~!2 /0,~l /,~.l Married ~,. Gail Loratne Sunderland go~ 5029 Inverness Drive, Mechanicsburg,PA 17050 Cumberland ManaI er 5029 Inverness Drive Mechanicsburg, PA 17050 Ronald Reeves Jo Reeves 5:45 A ~I== October J7~ 2003 =~, York, PA 17404 []~October 21, 2003 ~=Yorktowne Crematory ~ FS 012 849 L I~= P.O. Box 431 New Cumberland, PA Inc. 17070-0431 Blunt Chest Trauma Motor Vehicle Crash 20. 2003 6375 Basehore Road, Suite ~/1 Mechanicsburg, Pa. 17050 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF STEPHEN C. REEVES, Deceased ESTATE NO. 2004-00189 VERIFICATION I, Wendy J. Reeves, Petitioner, have read the foregoing document and hereby affirm and verify that it is true and correct to the best of my personal knowledge, information and belief. I verify that all of the statements made in the foregoing are true and correct and that false statements made therein may subject me to the penalties of 18 Pa. C.S.A. §4904. relating to unsworn falsification to authorities. Wendy~J. Reeves Dated: July 19, 2004 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF STEPHEN C. REEVES, Deceased ESTATE NO. 2004-00189 CERTIFICATE OF SERVICE I hereby certify that the foregoing document was served via United States first-class mail, postage prepaid, and/or hand delivered this day to the following: Wendy J. Reeves, individually and as Natural Guardian for Steven J. Reeves, Tyler R. Reeves, and Andrew P. Reeves 5019 Inverness Drive Mechanicsburg, PA 17050 Madison Reeves Meyers 4139 Coral Canyon Road Bonita, CA 91902 Par~hermore Funeral Home 1303 Bridge Street New Cumberland, PA 17043 Verizon Wireless 700 Cranberry Woods Drive Cranberry Twp., PA 16066 Quantum Imaging & Therapeutic Billing Office/A94 2527 Cranberry Highway Wareham, MA 02571-1046 Value City Furniture c/o Balogh Becker, Ltd. 4150 Olson Memorial Hwy Suite 200 Minneapolis, MN 555422-4811 XM Satellite Radio P.O. Box 79500 Baltimore, MD 21279-0500 M&T Bank. N.A. P.O. Box 188 Buffalo, NY 14240 Pennsylvania Water Company P.O. Box 578 Alton. IL 62002-0578 Advanta Platinum Credit Card cio Balogh Becker, Ltd. 4150 Olson Memorial Hwy Suite 200 Minneapolis, MN 555422-4811 Bank One Credit Card c/o NCO Financial Systems, Inc. Attn: Renee Probate Dept. #450 1804 Washington Blvd Baltimore, MD 21230 Citizens Automobile Finance, Inc. c/o Lauren R. Berschler, Esquire Silverman Bernheim & Vogel Two Penn Center Plaza, Suite 910 Philadelphia, PA 19102 UGI Utilities P.O. Box 13009 Reading, PA 19612-3009 Dated: July i i ,2004 WIX, WENGER & WEIDNER David R. Getz, Esquire Attorney ID No. 34838 508 NoAh Second Street P.O. Box 845 Harrisburg, PA 17108-0845 (717) 234-4182 IN RE: : IN THE COURT OF COMMON PLEAS OF ESTATE OF STEPHEN C. : CUMBERLAND COUNTY. PENNSYI,VANIA REEVES. Deceased : : ORPHANS' COURT DIVISION : NO. 04-0189 IN RE: PETITION FOR SETTLEMENT OF SMALL ESTATE ORDER AND NOW, this Z t, · day of July, 2004. in consideration of the within petition fbr settlement of small cstate, a brief hearing herein is set for Monday, August 16. 2004, at _ :_*0 p.m. in Courtroom Number 4, Cumberland County Courthouse, Carlisle, PA. At said hearing, counsel are directed to submit an itemized statement of their attorneys' fees in this matter. BY THE COURT, ][)avid R. Getz, Esquire For the Petitioner A. Hess, J. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF STEPHEN C. REEVES, Deceased ESTATE NO. 2004-00189 ORDER AND NOW, this ~.:7 'day of ~¢,~.! ~ ,2004, after having considered the attached Petition For Settlement of Small Estate, it is hereby ORDERED AND DECREED that the following property of the estate of Stephen C. Reeves, deceased, be distributed and is hereby awarded as follows: $ 241.00 Wendy J. Reeves - Reimbursement of costs 3,167.24 Wix, Wenger & Weidner, for counsel fees Wendy J. Reeves, Petitioner, is hereby authorized to receive, collect, and distribute the property as set forth, and to make any and all necessary assignments and transfers. N BY THE COURT: IN RE: ESTATE OF STEPHEN C. REEVES, Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPItANS' COURT DIVISION NO. 04-0189 IN RE: PETITION FOR SETTLEMENT OF SMALL ESTATE ORDER AND NOW, this z_ '1' day of July, 2004. hearing in the above captioned matter set for Monday, August 16, 2004, is continued to Friday, August 27, 2004, at 9:30 a.m. in Courtroom Number 4, Cumberland County Courthouse, Carlisle PA. [)avid R. Getz, Esquire For the Petitioner BY THE COURT, BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX D/VISION ItEPT. ZB0601 HARR1[SBURG) PA 17116-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF TNHERITANCE TAX APPRATSEMENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTTONS AND ASSESSMENT OF TAX DATE OF DEATH FTLE NUMBER '04 JUL 30 DAVID R GETZ ESQ NIX ETAL PO BOX 8q5 HBG PA 17108 REV-1547 EX AFP 08-02-200q REEVES STEPHEN C 10-17-2005 21 0q-0189 ~d~i CUMBERLAND ACM 101 Amoun~ Rem~ed I MAKE CMECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS d REV-15~7 EX AFP ~01-03) NOTICE OF ZNHERTTANCE TAX APPRAZSEMENT~ ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REEVES STEPHEN CFZLE NO. 21 0q-0189 ACN 101 DATE 08-02-200~ TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE TNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: 0RZGZNAL RETURN 1. Real Es~a~e {Schedule A) [1) ~. S~ocks and Bonds (Schedule B) $. Closely Held S~ock/Par~nersh/p Zn~eres~ (Schedule C) q. Mortgages/No,es Receivable (Schedule D) (q) 5. Cash/Bank Doposi~s/Misc. Personal Propar~y (Schedule E) (5) 6. Jointly O~nad Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ado. Costs/Misc. Expenses (Schedule H) (9) 10. Deb~s/Nor~gaga Liabilities/Liens (Schedule I) (10) 11. To,al Deductions 12. Ne~ Value of Tax Re~urn 00 0O 00 00 2z55q Zq 00 966 25 (8) 9,571.00 NOTE: To insure proper cred~ ~o your account, subei~ ~he upper portion of ~h~s fore w~h your ~ax payeen~. 15. NOTE: ASSESSMENT OF TAX: 1-;. Amoun~ of L/ne lq a~ Spousal ra~e 16. Aeoun~ of Line lq ~axable a~ Lineal/Class A ra~e 17. Amount: of Line lq a~: Sibling rate 18. Amoun~ of L/ne lq ~axable a~ Collar:oral/Class B ra~e 19. Principal Tax Due TAX CREDTTS: PAYMENT RECETpT DISCOUNT DATE NUMBER TNTEREST/PEN PAID $,520.q9 (~) .00 x O0 = .00 (~6) .00 x Oq5= .00 (~7) .00 x 12 = .00 (~e) .00 x 15 = .00 (19}= . O0 AMOUNT PAID IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUEI ZNTEREST AND PEN. TOTAL DUE .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1] NO PAYMENT ZS RE{)UZRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TH/S FORM FOR INSTRUCTIONS.) Charitable/governmental Bequests; Non-elected 9115 Trus~:s (Schedule J) (15) . O0 Ne~: Value of Es~:a~:e Sub,~ec~: ~:o Tax (1fi) 16,555.1~- :]:f an assessment ~as Assued prev$ously, lanes 14, 15 and/or 16, 17, 18 and 19 reflect fSgures that Anclude the tota! of ALL returns assessed to date. 10~501.65 (~) 2o.n73.~3 (~;) 16,555.1~- RESERVATION: Estates of decedents dying on ar before December 1Z, 1981 -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, tho Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such futura interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill fha requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 13 af ZOO0. (72 P.S. Section 9140}. Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF ~ILLS, AGENT A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the 13 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-$61-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-~010 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes~ ATTN: Post Assessment Review Unit, Dept. 160601, Harrisburg, PA 17116-0601 Phone (717) 787-6505. See page 5 of tho booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (5Z) discount of the tax paid is allowed. The 151 tax amnesty non-participation penalty is computed on the total of the tax and lnterest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (61) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after January 1, 1981 will bear interest at a rate which wiII vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through 2004 are: Interest Daily Interest Daily Interest Year Rata Factor Year Rate Factor 1982 ~ .OOO54& T~"~'8-1991 111 .000301 1983 162 .000438 1992 92 .000247 1984 111 ,000301 1993-1994 71 .000192 1985 132 .000356 1995-1998 92 .000247 1986 10~ .000274 1999 7~ o000191 1987 10Z .000274 ZOO0 7Z .000191 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Dally Year Rate Factor ~ 9Z .O00Zq7 ZOOZ 6Z .000164 Z003 51 .000137 2004 4X .000110 X NUNBER OF DAYS DELIN{~UENT X DAllY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is mede after the interest computation data shown on the Notice, additional interest must be calculated. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF STEPHEN C. REEVES, Deceased ESTATE NO. 2004-00189 PETITION FOR SETTLEMENT OF SMALL ESTATE UNDER PEF CODE §3102 The Petition of Wendy Jo Reeves, Administratrix of the Estate of Stephen C. Reeves ("Petitioner") made by and through her attorneys, David R. Getz, Esquire and the law firm of Wix, Wenger & Weidner, and pursuant to 20 Pa. C.S.A. §3;f02~ reslJ~ctfutl,,~ ~, represents as follows: ~ ~ ~ 1. The name and address of the Petitioner is: Wendy J. Reeves, Administratrix 5029 Inverness Drive Mechanicsburg, PA 17050 2. Petitioner is the surviving spouse of Stephen C. Reeves ("Decedent"). 3. Decedent died intestate on October 17, 2003. A Death Certificate is attached hereto as Exhibit "A". Decedent was domiciled at death in Cumberland County, Pennsylvania, with a last principal residence at 4225 Roth Lane, Apt. 103, Mechanicsburg, Pennsylvania 17050. 5. Decedent's social security number was 210-56-0656. 6. The names, relationships, and interests of all parties beneficially interested in the estate are: Beneficiary Name Relationship Intestate Interest Wendy J. Reeves Stephen C. Reeves Tyler R. Reeves Andrew P. Reeves Madison Reeves-Meyers Spouse 50% Son 12.5% Son 12.5% Son 12.5% Son 12.5% 7. Decedent died owning property of a gross value not exceeding $25,000.00, which is itemized below. Property Description Value Ordinary household goods and furnishings IRS tax refund County of San Diego Child Support garnishment refund Security deposit for apartment Fidelity Investments retirement account $5O 125.04 854.00 201.00 2,178.20 TOTAL PROBATE ESTATE: $3,408.24 8. An itemized statement of all claims against the estate is listed below. Amount Costs of Administration: Wendy J. Reeves Wix, Wenger & Weidner (estimated) $ 241.00 3,500.00 Funeral Expenses: Parthermore Funeral Home 5,100.00 Gravemarker: 800.00 Gravemarker (estimated) All other claims: Verizon Wireless UGI Utilities Quantum Imaging & Therapeutic Value City Furniture XM Satellite Radio M&T Bank Pennsylvania Water Company Advanta Platinum Credit Card Bank One Credit Card Citizens Automobile Finance 56.66 10.49 74.00 1,537.76 29.97 1,186.64 27.25 4,931.89 1,231.18 1,416.79 9. All claims are admitted. 10.The balance for distribution is $3,408.24. 11. The Pennsylvania Inheritance Tax Return has been filed with the Register of Wills, showing no inheritance tax due by the estate. 12.AIl parties in interest have received a copy of this Petition as reflected on the Certificate of Service attached hereto. 13.The estate is insolvent and the following distribution is proposed in accordance with Section 3392 of the Pennsylvania Probate, Estates, and Fiduciaries Code, 20 Pa. C.S.A. §3392: Balance available for distribution $ 3,408.24 LESS COSTS OF ADMINISTRATION: Wendy J. Reeves - Reimbursement of costs for probate, advertising, and filing of Petition (241.00) Wix, Wenger & Weidner (3,167.24) FUNDS AVAILABLE FOR DISTRIBUTION TO ALL OTHER CREDITORS WHEREFORE, Petitioner respectfully requests this Honorable Court to direct distribution of the entire distributable balance of the Decedent's Estate to the persons entitled thereto as set forth in this Petition. Respectfully submitted, Dated: July _~jb, 2004 wix, V~GER & WEIDNER David R. Getz, Esquire ' Attorney ID No. 34838 508 North Second Street P.O. Box 845 Harrisburg, PA 17108-0845 (717) 234-4182 his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9650031 No. Local Registrar (/ NOV 0 a. 200 Date ITEM #/g ah~ ULD R~AD AS FOLLOWS: COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH #29-128 (Coroner) ~a.*~y~ t.m~s~w,m ~rR~eeves LHale ~. 210 - 56 - 0656 *. October t7, 2003 0ct.4,1965 ~West Grove, PA 5029 Inverness Drive ~E o~ ,~.~.~i. Hamnda~ Mec~nicsburg, PA 17050 ,~ Cumberland ,~ ~.~ ' h, Gall Loraine Sunderland ' . . ~. 5 9 Inverness Drive, Mechanicsbur ,PA 17050 ",. ,. ~, I,,tOctober 21, 2003 [l~Yorkto~e Cremtory York, PA 17404 I ~,__ ~. Motor Vehicle Crash Mechaniesburg, Pa. 17050 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF STEPHEN C. REEVES, Deceased ESTATE NO. 2004-00189 VERIFICATION I, Wendy J. Reeves, Petitioner, have read the foregoing document and hereby affirm and verify that it is true and correct to the best of my personal knowledge, information and belief. I verify that all of the statements made in the foregoing are true and correct and that false statements made therein may subject me to the penalties of 18 Pa. C.S.A. §4904, relating to unsworn falsification to authorities. Dated: July 19, 2004 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF STEPHEN C. REEVES, Deceased ESTATE NO. 2004-00189 CERTIFICATE OF SERVICE I hereby certify that the foregoing document was served via United States first-class mail, postage prepaid, and/or hand delivered this day to the following: Wendy J. Reeves, individually and as Natural Guardian for Steven J. Reeves, Tyler R. Reeves, and Andrew P. Reeves 5019 Inverness Drive Mechanicsburg, PA 17050 Madison Reeves Meyers 4139 Coral Canyon Road Bonita, CA 91902 Parthermore Funeral Home 1303 Bridge Street New Cumberland, PA 17043 Verizon Wireless 700 Cranberry Woods Drive Cranberry Twp., PA 16066 Quantum Imaging & Therapeutic Billing Office/A94 2527 Cranberry Highway Wareham, MA 02571-1046 Value City Furniture c/o Balogh Becker, Ltd. 4150 Olson Memorial Hwy Suite 200 Minneapolis, MN 555422-4811 XM Satellite Radio P.O. Box 79500 Baltimore, MD 21279-0500 M&T Bank, N.A. P.O. Box 188 Buffalo, NY 14240 Pennsylvania Water Company P.O. Box 578 Alton, IL 62002-0578 Advanta Platinum Credit Card c/o Balogh Becker, Ltd. 4150 Olson Memorial Hwy Suite 200 Minneapolis, MN 555422-4811 Bank One Credit Card c/o NCO Financial Systems, Inc. Attn: Renee Probate Dept. #450 1804 Washington Blvd. Baltimore, MD 21230 Citizens Automobile Finance, Inc. c/o Lauren R. Berschler, Esquire Silverman Bernheim & Vogel Two Penn Center Plaza, Suite 910 Philadelphia, PA 19102 UGI Utilities P.O. Box 13009 Reading, PA 19612-3009 WIX, WENGER & WEIDNER Dated: July IC~ ,2004 David R. Getz, Esquire Attorney ID No. 34838 508 North Second Street P.Q. Box 845 Harrisburg, PA 17108-0845 (717) 234-4182 IN TR~ COURT OF COMMON PLEAS CDHBF~I.AND COUNTY, PENNSYLVANIA Orphans* Court Division IN RE: ESTATE OF STEPHEN C. RE~¥~S, Deceased ESTATE NO. 2004-00189 PETITION FOR SETTLI~E~ OF SMALL ESTATE UNDERPEF CODE SECTION 3102 WIX, WENGER g WEIDNER STATUS REPORT UNDER RULE 6.12 Narne of Decedent: Date of Death: Estate No.: Stephen C. Reeves October 17, 2003 2OO4-OO 189 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether admimstration of the estate is complete: Yes X No If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N/A 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 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 Clerk of the Orphans' Court and may be attached to this report. Respectfully submitted, WiX. W, ENGER & WEIDNER By: ::":'"~ ' i:':'i ; /:: David R. Getz, Esquire Attorney ID No. 34838 508 North Second Street P.O. Box 845 Harrisburg, PA 17108-0845 (717) 234-4182 Dated: August 30, 2004 Counsel for personal representative