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Home My WebLink About04-0155PETITION FOR PROBATE and GRANT OF LETTERS Estate of i. ~'~ ~. OCq~,Z. also known as No. ~,'/-~'~- /~ To: Social Security No. _ IX ~- I ~-c4 'M ~Ieceased' The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an ~xecut. in the last wilt of the above decedent, dated c.~--~- Iq and codicil(s) dated _~-~q- [c/~t_lt Register of Wi. ils for the ~ County of .. (-~x~:~tcc[Cu-~C Commonwealth of Pennsylvania in the named ,19 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in County, Pennsylvania, with last family or principal residence at. (list street, number and muncipality) D ' i years of age, ecenden, t, then at~ 1-~t. %D}r~i+--~1-~.~,)',-~ ~ died_ ~zxcept as follb~ws, decedent did not marry, was not divorced and did not have a child born or adopteci after execution of the will offered for probate; incompetent: ~ [~2~_: was not the victim of a killing and was never adjudicated Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $. 0. tn ~TPco,q (If not domiciled in Pa.) Personal property in Pennsylvania $_ brl I~oo~q (If not domiciled in Pa.) Personal property in County $ Ur~Snoo~ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters 4(3c~ctv~.-[~. theron. (testamentary; adminish:htion c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF j~ 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. Sworn to or affirmed and subscribed ~ ~~0~.x~ before me this /~ day of .~.~ . ~ . RegiSter L No. Estate Of /~t~ .~. (~/~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~ the .reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated f'~)~-- d"l~z'-'-/? c~O described_~therein be admitted to probate and filed of record as the last will of and Letters -~-v ~ - -,~, _---- are hereby granted to~c~e- ' v ,1~~, in consideration of the petition on FEES Probate, Letters, Etc .......... Short ~ertificates( ) .......... cmtlon ................ TOTAL Filed~,. ~- · ~ ..... //~'~f'/" '~. l~e.gister of Wil~ ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE WILL OF BETTY J. OVER LAW OFFICES HEPFORD, SWARTZ, MORGAN F~ CICCONI I11 NORTH FRONT STREET EO. BOX 889 HARRISBURG. PENNSYLVANIA 17108-0889 TELEPHONE 717 234-4121 CODICIL I, BETTY J. OVER, of Camp Hill, Cumberland County, Pennsylvania, declare this to be the sole codicil to my last will dated February 5, 1990. ITEM I. Item VII of my last will is hereby deleted in its entirety and in its place and stead is inserted the following: "ITEM VII. I appoint my daughter, ROSE LEHMAN, executor of this will, but if ROSE LEHMAN for any reason fails to qualify or ceases to act, I appoint CAROL ANN COBLE executor in her place. I appoint ROSE LEHMAN trustee under this will, but if ROSE LEHMAN for any reason fails to qualify or ceases to act, I appoint CAROL ANN COBLE trustee in her place. I direct that:" ITEM II. In all other respects, I hereby ratify, confirm and republish my last will dated February 5, 1990, together with this sole codicil, as and for my last will. IN WITNESS WHEREOF, day of March, 1994. I have thereunto set my hand this Page 1 of 2 Pages. BETTY J. ~]~ -- ' SIGNED, SEALED, PUBLISHED, and DECLARED by the above individual, as and for her codicil, in the presence of us, who thereupon at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. Page 2 of 2 Pages. STATE OF PENNSYLVANIA COUNTY OF DAUPHIN SS: ~N~'\'$~. ~;'~ the testatrix and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witness and that to the best of our knowledge, the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. BET~Y J. Q~ER.~' .... Wit~ness Witness ' .~"/ ~ SUBSCRIBED, sworn to or affirmed, and acknowledged before me by the above-named testatrix and by the witnesses whose names appear above on ~~ C~~ ¢ , 1994. Fy ic Stepha?ie L. C~: NC,..,%S, Public My CommLss~c¢; 5',~..;' ;:s ,'3~%'}t 2'6, 1994 WILL I, BETTY J. OVER, of Camp Hill, Cumberland County, Pennsylvania, revoke my prior wills and declare this to be my last will: ITEM I. I give my house and land located at 24 Essex Road, Camp Hill, Cumberland County, together with all furnishings and articles of personal and household use located within the house at my death, and all insurance relating thereto, to my grandson, DAVID S. OVER, provided he survives me by thirty days. ITEM II. personal, I give the residue of my estate, real and A. In equal shares to my children, CAROL ANN COBLE, FREDA LENDER, ROSE LEHMAN, and BETH ANN KELLER, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue per stirpes living on the thirty-first day following my death and in default of any such then-living issue such share shall be added to the share or shares for my other children. Page 1 of 6 Pages. ITEM III. If any beneficiary becomes entitled to an outright distribution of income or principal and is under age 18, that beneficiary's share shall be distributed to my trustee IN TRUST and administered as follows: A. As much of such income or principal as my trustee may from time to time think desirable for that beneficiary either shall be paid to him or her or shall be applied for his or her benefit; and B. The balance of such income and principal-- and the net income from those funds--shall be kept invested and managed as a separate trust for that beneficiary, subject to my trustee's powers described in the preceding paragraph. When the beneficiary reaches the age of 18, the balance shall be paid to the beneficiary. If he or she dies before that time, the balance shall be paid to the beneficiary's issue, per stirpes. In default of such issue, the balance shall be distributed equally among my children who are then living. It is my desire that, if this trust comes into being for the benefit of my grandson, DAVID S. OVER, the house and land not be sold. Page 2 of 6 Pages. It is my desire that the house and land provide a residence for DAVID S. OVER so long as he wishes to reside there. ITEM IV. No interest in income or principal shall be assignable by, or available to anyone having a claim against, a beneficiary before actual payment to the beneficiary. ITEM V. Ail federal, state and other death taxes, except generation-skipping taxes, payable on the property forming my gross estate for tax purposes, whether or not it passes under this will, shall be paid out of the principal of my probate estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. ITEM VI. I authorize my executor and my trustee: A. To retain and to invest in all forms of real and personal property, including common trust funds operated by my corporate executor or trustee or any affiliate of it, regardless of any limitations imposed by law on investments by executors or trustees, or any principle of law concerning investment diversification. Page 3 of 6 Pages. B. To compromise claims and to abandon any property which, in my executor's or my trustee's opinion, is of little or no value; C. To borrow from and to sell property to my beneficiaries hereunder, and to pledge property as security for repayment of any funds borrowed; D. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; E. To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; F. To use administrative or other expenses of my estate as income tax or estate tax deductions and to value my estate for tax purposes by any optional method permitted by the law in force when I die, without requiring adjustments between income and principal for any resulting effect on income or estate taxes; and Page 4 of 6 Pages. G. To distribute in kind and to allocate specific assets among the beneficiaries (including any trust hereunder) in such proportions as my executor may think best, so long as the total market value of any beneficiary's share is not affected by such allocation. These authorities shall extend to all real and personal property at any time held by my executor or my trustee and shall continue in full force until the actual distribution of all such property. All powers, authorities, and discretion granted by this will shall be in addition to those granted by law and shall be exercisable without leave of court. ITEM VII. I appoint my daughter, BETH ANN KELLER, executor of this will, but if BETH ANN KELLER for any reason fails to qualify or ceases to act, I appoint CAROL ANN COBLE executor in her place. I appoint BETH ANN KELLER trustee under this will, but if BETH ANN KELLER for any reason fails to qualify or ceases to act, I appoint CAROL ANN COBLE trustee in her place. I direct that: ae court approval; Any executor may resign at any time without Page 5 of 6 Pages. post bond. No executor or trustee shall be required to ITEM IX. The term "executor" and "trustee" or any pronoun used to indicate the executor, trustee, any other fiduciary or any beneficiary shall be deemed to apply to one or more than one person or corporation and to the masculine, feminine or neuter gender as the case may be. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my last will, this _ . day of ~. ~ ../~ ~ 1990. SIGNED, SEALED, PUBLISHED, and DECLARED by the above testatrix, as and for her last will, in the presence of us, who thereupon at her request, in her presence and in the presence of each other, have hereunto subscribed our names as~:witne's~/es. Page 6 of 6 Pages. STATE OF PENNSYLVANIA ) ( ss: COUNTY OF DAUPHIN ) We, BETTY J. OVER, T~O~ ~ ~Cl(! , and ~IcW~ ~D~ the testatrix and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witness and that to the best of our knowledge, the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. SUBSCRIBED, sworn to or affirmed, and acknowledged before me by the above-named testatrix and by the witnesses appear above on ~g~.~.~ · 1990. whose names My Commia~m Expires J~n. 29,1991 Member, Per~ ~ o! Nomm Citicorp Credit Services, Inc. USA A Subsidiary of Citicorp Kansas City Regional Center 7920 N. W. 110~ St Kansas City MO 64153 Citicorp Credit Services, Inc. USA CUMBERLAND CNTY CRTHSE 1 CRTHSE SQUARE RM #102 CARLISLE PA 17013 March 31, 2004 RE: The Estate of BETTY J OVER File Numbe~ Dear Sir/Madam,~-----~ Please find enclosed our claim against the above mentioned estate. return a FILED stamped copy in the enclosed envelope. Thank you for your attention to this matter. Please Sincerely, SHAWN HARMER Manager, of Citicorp Credit Services, Inc. USA under limited power of attorney for Citibank (South Dakota) N.A. IN THE COURT OF COMMON PLEAS,CUMBERLAND PENNSYLVANIA ORPHANS' COURT DIVISION COUNTY ESTATE OF BETTY J OVER ) ) Register~s # Deceased) CLAIM 2-2004-155 To the Clerk of the Orphans' Court Division : Index and make proper entry in your official records of the claim of CITIBANK(SOUTH DAKOTA)NA in the amount of 6,268.43 against the estate of the above-named decedent. This claim is filed under Section 3532 (b) (2) PEF Code, 20 Pa. C.S. ss. 3532 (b) (2) . The said decedent, whose last known residence was at 24 ESSEX RD CAMP HILL PA 17011 Written notice of this claim was given to ROSE LEHMAN 24 ESSEX RD CAMP HILL PA 17011 on March 31, 2004 (Claimant) SHAWN HARMER ,manager of Citicorp Credit Services, Inc. USA under limited power of attorney for CITIBANK (SOUTH DAKOTA) NA 7930 NW 110TM ST KANSAS CITY, MO 64153 (Claimant' s Address) Account %(s) 5436660080701836,5424180492292344,4128003469811585 04/01/03 $3610.09 $85.09 SITE:KC-CL BETTY J OVER 24 ESSEX RD CAMP HILL 17011-6625000 PA CITI CARDS P.O. BOX 8104 S HACKENSACK, 07606-8104 NJ TM:CO-5000 03/04/04 ACID:KCB3065 19:04:19: citr Card Account Number 4128 0034 6981 1585 PAYMENT MUST BE RECEZVED BY 1:00 PM LOCAL TIME ON 04/01/2003 Statement/Closing Date Total Credit Line Available Credit Line 03/07/2003 $3600 $0 Amount Over Credit Line $10.09 + For Customer Service, call or write 1-800-950-5114 Torepmtlglllnqerrers, wrlte BOX 6500 tothlsmd~res~¢alllnqwfll SIOUX FALLS, SD net ~'e~etve your rkj~t~. 57117 Cash Advance Limit Available Cash Limit New Balance $3600 $0 $36i0.09 Purch/Adv Past Due Minimum Due Minimum Amount Due $0.00 + $75.00 = $85.09 Sale Date Post Date 2/20 3/07 3/07 3/07 Reference Number 42249773 Account Summary Activity Since Last Statement Amount Payments, Credits & Adjustments PAYMENT THANK YOU 70 0000 0 0 Standard Purch CREDIT PROTECTOR FEE 74 0000 0 PURCHASES*FINANCE CHARGE*PERIODIC RATE 84 0000 0 Standard Adv ADVANCES*FINANCE CHARGE*PERIODIC RATE 84 0000 0 -87.00 30.43 70000000000 ~ 8.62 70000000000 "-46.41 70000000000 Citi Cards Savings Total points 210 * CITI CARDS SAVINGS SUMMARY * TOTAL Previous Points Balance 180 Purchase Points Earned Last Period 30 ~- Total Points Our records show home phone 717-737-0354 and business phone 000-000-0000. Please update above~ coupon if incorrect. IMPORTANT INFORMATION ABOUT YOUR ACCOUNT Please see the enclosed Notice of Change in Terms Your Card Agreement for important information regarding your account. Use your Citibank credit card to rent a car from Hertz and enjoy great savings in the U .S_ and around the world! Call 1-800-654-2200 and mention your Citibank Hertz CDP number 160005. Previous C+) Purchases (-) Payments (+) FINANCE (=) New Balance & Advances & Credits CHARGE Balance PURCHASES ADVANCES TOTAL $683.50 $30.43 $35.26 $8.62 $687.29 $2,928.13 $0.00 $51.74 $46.41 $2,922.80 $3,611.63 $30.43 $87.00 $55.03 $3,610.09 Rate Summary PURCHASES Days This Bllllnv Period: 29 Balance Subject to Periodic Nominal ANNUAL Finance Charge Rate APR PERCENTAGE RATE Standard Purch ADVANCES Standard Adv $668.26 0.04449%(D) 16.240% 16.240% $2,922.03 0.05477%(D) 19.990% 19.990% 04/07/03 $2001.34 $42.34 SITE:KC-CL BETTY J OVER 24 ESSEX RD CAMP HILL 17011-6625000 PA CITI CARDS P.O. BOX 8108 S HACKENSACK, 07606-8108 NJ TM:CO-5000 03/04/04 ACID:KCB3065 17:51:59: CitF Platinum Select' Card Account Number 5424 1804 9229 2344 PAYMENT MUST BE RECEIVED BY 1:00 PM LOCAL TIME ON 04/07/2003 Statement/Closing Date Total Credit Line Available Credit Line o3/13/2oo3 $2ooo S0 Amount Over Credit Line $1.34 + For Customer Service, call or write 1-800-950-5114 Terepm'tl~illlmjerram.~lte BOX 6500 tothl,.ddress;¢allim]~l SIOUX FALLS, SD net pr e~e~ve ~/our 57117 Cash Advance Limit Available Cash Limit New Balance $600 $0 $2001.34 Purch/Adv Past Due Minlmum Due Minimum Amount Due $0.00 + $41.00 = $42.34 Sa~ Date Post Date Reterence Number 2/26 43341079 3/13 3/13 3/13 Activity Since Last Statement Amount Payments, Credits & Adjustments PAYMENT THANK YOU 70 0000 0000 Standard Purch CREDIT PROTECTOR FEE 74 0000 PURCHASES*FINANCE CHARGE*PERIODIC RATE 84 0000 Standard Adv AOVANCES*FINANCE CHARGE*PERIODIC RATE 84 0000 -45.00 '~-'16.87 0000000000 --22.71 0000000000 3.66 0000000000 IMPORTANT INFORMATION ABOUT YOUR ACCOUNT Please see the enclosed Notice of Change in Terms Your Card Agreement for important information regarding your account. , / IMPORTANT PROGRAM INFORMATION: MasterCard X ~nt~na[i~nal.r~ew~d their i~surance coverage ~ith omolnea ~peclaity Lnsurance company, extendqnq \ Purchase Assurance, Extended Warranty and ~. ' \ MasterRental through January 31, 2004. ~ ~se.your.Citibank credit card to rent a car from ~erzz ana enjoy great savings in the U.S. and around the world! Call 1-800-654-2200 and mention your Citibank Hertz CDP number 160005. Account Summary Previous (+) Purchases (-) Payments (+) FINANCE (=) New Balance & Advances & Credits CHARGE Balance PURCHASES ADVANCES TOTAL $1,770.63 $16.87 $38.43 $22.71 $1.771.78 $232.47 $0.00 $6.57 $3.66 $229 56 $2,003.10 $16.87 $45.00 $26.37 $2,001 34 Rate Summary PURCHASES Days This BIIIInc~ Period: 29 Balance Subject to Periodic Nominal ANNUAL Finance Charge Rate APR PERCENTAGE RATE Standard Purch ADVANCES Standard Adv $1,760.43 0.04449%(D) 16.240% 16.240% $230.62 0.05477%(D) 19.990% 19.990% MBNA America P.O. Box 15137 Wilmington, DE 877-767-9383 19850-5137 04/08/04 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 Re: In the Estate of Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: BETT~ 178164444 PA MBNAAMERICA 4313010017014229 $ 484.82 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 1-877-767-9383. MBNA America Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 4222 3/31/2004 1096650 COMMONWEALTH OF PENNSYLVAN:I:A NO TICE OF CLAIM COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISZON Zn Re: The Estate of: BE~-FY J OVER Deceased Court File No: 212004155 TO: THE CLERK OF THE ORPHANS' COURT DZVZSZON: Notice of claim by creditor, Pursuant to Section 353:)(b)(2) of the Probate, Estates, and Fiduciaries Code, ?0 PA.C.$.A. §3532(b)(2). MBNA AMERICA 1) Claimant's name: P.O. BOX 15137 ~; - 2) Claimant's address: 3) 4) WILMINGTON, DE 19850--5137 877-767-9383 Creditor listed below is the owner and holder of a claim in the amount~ $. 484.82 The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: PA 6) Date of Death: 02/13/04 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, ! do solemnly declare and affirm under the penalties of perjury that they Information and representations made herein are true and correct to the best of my knowledge, information and belief. Dated: q .~ ~ ' / y e Frenzel/Lucille Roberts/Jessi~.~rbs - Authorized Re/l~resentative For MBNA America Written notice of claim was given to Personal Representative a~d/or his/her counsel as stated below: ROSE LEAMAN Name 24 ESSEX RD Address CAMP HILL, PA 17011 City/State/~p, Date notic~ mailed IN RE ESTATE OF:BETTY J OVER AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: Your Affiant is authorized by the Claimant as its Authorized Representative- In-Fact to make this Affidavit. o Further your affiant sayeth not 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~' 484.82 :~ evidenced by account number 4313010017014229 w~ The unpaid balance does not include any post-death late payment c~harges, accrued interest, collection costs or attorney's fees. ~:~ MBNA America. Representatives: Kyle Frenzel __ Lucille Roberts Jessica Lerbs MBNA America P. O. Box 15137 Wilmington, DE 19850- 5137 Subscribed and sworn before me ~/d?~f~, 2004. Notary Pz~lic - ~ ~ucille Natalie RobertsJ~ ~ Notary Public J~ ~ Minnesota [ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY OF PENNSYLVANIA In re: ESTATE OF BETTY J. OVER, Deceased. DATE OF DEATH: February 13, 2004 Will No. 2004-00155 To the Register: Administration No. I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the following beneficiaries of the above-captioned estate: Name Address David S. Over Carol Ann Coble Freda Lender Rose Kauffman Beth Ann Keller 126B Umberto Ave., New Cumberland, PA 17070 RD #1, Lot 11, New Bloomfield, PA 17068 65 Pine Hill Rd., Enola, PA 17025 24 Essex Rd., Camp Hill, PA 17011 Lot #23, 4191 Gettysburg Rd., Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: Capacity: Signature: Name: Jr. P.C. Address: 111 North Street P.O. Box 889 Harrisburg, PA 17108-0889 717/234-4121 Telephone: X Personal Repre. s,e. ntative ~ Counsel for Pef'_s~nal ~ Represi~ntative REV-1500 EX... (6-00) . w ~ ,,"'" U~" w"u :r::~9 U..", .. " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 \:::A. , 'Pel IS', 01'() f-\,9 D- {1f\l REV-1500 t1 30~ INHERITANCE TAX RETURN I RESIDENT DECEDENT I 0155 NUMBE8_ OFFICIAL USE ONLY FILE NUMBER II 04 CPU!'JTY COQE__ YEAR SOCIAL SECURITY NUMBER I- " I1J o I1J (J I1J o DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) Over, Betty J. DATE OF-DEATH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 178-16-4444 DATE OF BIRTH (MM-DD-YEAR) 02-13-2004 06-10-1922 REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPUCABlE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) x 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) , 4. Limited Estate 5. Federal Estate Tax Return Required ~ z w c z o .. '" w ~ ~ o U 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trusl) 10 Spousal poverty Credit (date of death between I 1 . 12.-31-91 and 1-1-95) -~ THIS SECTION MUST BE COMPLETED.ALLCORRESPON.DEN<;E_AfojD C_QNFIDENTI"'LTAX INI'9_RMATlONSHOULDllI'pIREc;TED5Q:__.- NAME - - - --- - - - COMPLETE MAILING ADDRESS Morgan G. James, Jr. FIRM NAME (If applicable) Tucker Arensberg, P.C. Decedent Died Testate {Attach copy of Will) 9. Litigation Proceeds Received o 8. Total Number of Safe Deposit Boxes X 6. 11. Election to tax under Sec. 9113(A} (Attach Sch 0) 111 North Front Street POB 889 Harrisburg, PA 17108-0889 "TELEPHONE NUMBER 717/234-4121 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) OFl'lCIAL USE 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None None None None 1,649.31 None None (6) 1,999.58 49,519.47 1,649.31 <, 4. Mortgages & Notes Receivable (Schedule D) (4) " o ;:: ::'i ::> l- ii: < (J I1J l< 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) . Separate BIlling Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (5) (6) (7) 10. Debts of Decedent, Mortgage LiabHities, & Liens (ScMdule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 51,519.05 12. Net Value of Estate (Line 8 minus Line 11) (12) insolvent 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) (13) 0.00 (14) 0.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amaunt af Line 14 taxable at the spousal tax rate, 0.00 x .00 (15) or transfers under Sec. 9116(a)(1.2) Z 0 (16) ;:: 16.Amount of Line 14 taxable at lineal rate 0.00 x .045 < I- ::> Q. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) :; 0 (J 18. Amount of Une 14 taxable at collateral rate 0.00 .15 (16) x x ~ 19. Tax Due (19) 0.00 0.00 0.00 0.00 0.00 CHECK HERE IF YOU ARE REQUESTiNG A REFUND OF AN OVERPAYMENT 20.0 - __ _.___.___.'^_._________ ...__....____n_._.. ______.._._________." >>BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH<< ---- - -.-- Copyright 2002 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00: Decedent's Complete Address: STREET ADDRESS ... CITY ISTATE PA ZIP Tax Payments and Credits: 1. Tax Due (Page 1 Line 1 g) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 Total Credits (A + 8 + C) (2) 0.00 3. tnteresUPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Une 1 + Une 3 is greater than Line 2, enter the difference. This \s theTAX DUE. A. Enter the interest on the tax due. 8. Enter the total of Line 5 + SA. This is the8ALANCE DUE. (3) (4) (5) 0.00 (SA) (58) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS 8Y PLACING AN "X" IN THE APPROPRIATE 8LOCKS 1. Old 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... ...........H... d. receive the promise for life of either payments, benefits or care?.. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.. ............... x --I x \ ! X I x 3. Did decedent own an "in trust for" or payable upon death bank account Of security at his or her death? ........ I 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?. x 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 thai I have examined this return, including accompar<ying schedules aru::! statements, am:! to the besl of my knowledge and belIef, it is Irue. correcl and complete. Oeclaratlon of preparer other th_a.n. the personal representatl',ie IS based on allmf()rrnatlon of which preparer has any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Ro e Kaufm n _,,, CY--if 111/L.-- PER N ESP~SIBLE FOR FILING RETURN x DATE 24 Essex Road Camp Hill, PA 17011 ADDRESS DATE- HAN REPRESENTATIVE ADDRESS fWTE 111 North Front Street Harrisburg, PA 17108-0889 For da s 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 survivi spouse is 3% [72 P.S. 99116 (a) (1.1) (ill. 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. 59116 (a) (1.1) (ii)]. The statutedoes not exemota 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. 59116 (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. 99116 1.2)[72 P.S. 99116 (a)(l)). 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. 39116 (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) *' SCHEDULE A REAL ESTATE COMMONINEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RES(DENT DECEDENT Over, Betty J. FILE NUMBER 21-04-0155 ESTATE OF 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 seil, both having reasonable knowledge of the relevant facts. Real property which is jclntly-owned witt! Jig'" of survivorship must be dIsclosed on schedule F. ITEM NUMBER 1 Item I of Will - House and Land at 24 Essex Road, Camp Hill, PA goes to grandson, David S. Over. House sold prior to death. See attached Deed dated November 26, 1997. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on Line 1, Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) Rev.1508 EX+ (6.98) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECeDENT Over, Betty J. FILE NUMBER 21-04-0155 ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate All property Jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 Way point Bank Account VALUE AT DATE OF DEATH 1.249.31 2 1996 Ford Taurus 400.00 3 Furniture TOTAL (Also enter on Line 5, Recapitulation) 1.649.31 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1502 EX+ (6-98) . SCHEDULE H-87 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESlDEl'lT DECEDENT Over, Betty J. FILE NUMBER 21-04-0155 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 AARP 587.04 2 Bills for last illness Subtotal 587.04 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleH-B7 (Rev. 6-98) Rev-1512 EX+ (6-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Over, Betty J. FILE NUMBER 21-04-0155 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Bank One Acc!. No. 5407301009053885 VALUE AT DATE OF DEATH 459.50 2 Bank One Acc!. No. 5435 5511 0173 9098 1.329.03 3 Blair Credit Services Acc!. No. 789167001 679.28 4 Capital One Acc!. No. 5178052167464292 495.53 5 Capital One Acc!. No. 51780522359762222 943.18 6 Chase Bank Card Services Acc!. No. 5369 9332 2016 9797 3.018.30 7 Citicorp Credit Services 6.268.43 8 Discover Card Acc!. No. 6011002128504110 6,792.45 9 Household Bank Mastercard Acct. No. 5401 5900 0021 5313 - (Insured) 5.029.32 10 Household Credit Services Acc!. No. 5407 0700 12254794 13.550.02 11 MBNA America 484.82 12 NCO Financial Systems, Inc. 1.329.03 13 Sears Premier Card Acc!. No. 54 84087867777 9.140.58 TOTAL (Also enter on Line 10, Recapitulation) 49,519.47 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9-001 *' SCHEDULE .I COMMONVllEAl TH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENl ESTATE OF FILE NUMBER Over, Betty J. 21-04-0155 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) 00 Not List Tru$teels~ I. TAXABLE DISTRIBUTIONS [include outright SfrOUS.1 distributions, and ransfers under Sec. 9116(a)(1.2)] 1 Carol A. Coble Daughter 114 residue RD #1, Lot 11 New Bloomfield, PA 17068 2 Rose Kauffman Daughter 1/4 residue of 24 Essex Rd. estate Camp Hill, PA 17011 3 Beth Ann Keller Daughter 1/4 residue Lot #23 4191 Gettysburg Rd. - ....: -. ~" 4 Freda Lender Daughter 1/4 residue of 65 Pine Hill Rd. estate Enola, PA 17025 5 David S. Over Grandson House and land 126B Umberto Ave. located at 24 New Cumberland, PA 17070 Essex Rd., ... Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11_ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleJ (Rev. 6-98) WILL : I, BETTY J. OVER, of Camp Hill, Cumberland County, Pennsylvania, revoke my prior wills and declare this to be my last will: ITEM I. I give my house and land located at 24 Essex Road, Camp Hill, Cumberland County, together with all furnishings and articles of personal and household use located within the house at my death, and all insurance relating thereto, to my grandson, DAVID S. OVER, provided he survives me by thirty days. o ITEM II. I give the residue of my estate, real and personal, A. In equal shares to my children, CAROL ANN COBLE, FREDA LENDER, ROSE LEHMAN, and BETH ANN KELLER, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue per stirpes living on the thirty-first day following my death and in default of any such then-living issue such share shall be added to the share or shares for my other children. Page 1 of 6 Pages. ITEM III. If any beneficiary becomes entitled to an outright distribution of income or principal and is under age 18, that beneficiary's share shall be distributed to my trustee IN TRUST and administered as follows: A. As much of such income or principal as my trustee may from time to time think desirable for that beneficiary either shall be paid to him or her or shall be applied for his or her benefit; and B. The balance of such income and principal-- and the net income from those funds--shall be kept invested and managed as a separate trust for that beneficiary, subject to my trustee's powers described in the preceding paragraph. When the beneficiary reaches the age of 18, the balance shall be paid to the beneficiary. If he or she dies before that time, the balance shall be paid to the beneficiary's issue, per stirpes. In default of such issue, the balance shall be distributed equally among my children who are then living. It is my desire that, if this trust comes into being for the benefit of my grandson, DAVID S. OVER, the house and land not be sold. Page 2 of 6 Pages. It is my desire that the house and land provide a residence for DAVID S. OVER so long as he wishes to reside there. ITEM IV. No interest in income or principal shall be assignable by, or available to anyone having a claim against, a beneficiary before actual payment to the beneficiary. ITEM V. All federal, state and other death taxes, except generation-skipping taxes, payable on the property forming my gross estate for tax purposes, whether or not it passes under this will, shall be paid out of the principal of my probate estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. ITEM VI. I authorize my executor and my trustee: A. To retain and to invest in all forms of real and personal property, including common trust funds operated by my corporate executor or trustee or any affiliate of it, regardless of any limitations imposed by law on investments by executors or trustees, or any principle of law concerning investment diversification. Page 3 of 6 Pages. B. To compromise claims and to abandon any property which, in my executor's or my trustee's opinion, is of little or no value; C. To borrow from and to sell property to my beneficiaries hereunder, and to pledge property as security for repayment of any funds borrowed; D. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; E. To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; F. To use administrative or other expenses of my estate as income tax or estate tax deductions and to value my estate for tax purposes by any optional method permitted by the law in force when I die, without requiring adjustments between income and principal for any resulting effect on income or estate taxes; and Page 4 of 6 Pages. G. To distribute in kind and to allocate specific assets among the beneficiaries (including any trust hereunder) in such proportions as my executor may think best, so long as the total market value of any beneficiary's share is not affected by such allocation. These authorities shall extend to all real.and personal property at any time held by my executor or my trustee and shall continue in full force until the actual distribution of all such property. All powers, authorities, and discretion granted by this will shall be in addition to those granted by law and shall be exercisable without leave of court. ITEM VII. I appoint my daughter, BETH ANN KELLER, executor of this will, but if BETH ANN KELLER for any reason fails to qualify or ceases to act, I appoint CAROL ANN COBLE executor in her place. I appoint BETH ANN KELLER trustee under this will, but if BETH ANN KELLER for any reason fails to qualify or ceases to act, I appoint CAROL ANN COBLE trustee in her place. I direct that: A. Any executor may resign at any time without court approval: Page 5 of 6 Pages. G. To distribute in kind and to allocate specific assets among the beneficiaries (including any trust hereunder) in such proportions as my executor may think best, so long as the total market value of any beneficiary's share is not affected by such allocation. These authorities shall extend to all real and personal property at any time held by my executor or my trustee and shall continue in full force until the actual distribution of all such property. All powers, authorities, and discretion granted by this will shall be in addition to those granted by law and shall be exercisable without leave of court. ITEM VII. I appoint my daughter, BETH ANN KELLER, executor of this will, but if BETH ANN KELLER for any reason fails to qualify or ceases to act, I appoint CAROL ANN COBLE executor in her place. I appoint BETH ANN KELLER trustee under this will, but if BETH ANN KELLER for any reason fails to qualify or ceases to act, I appoint CAROL ANN COBLE trustee in her place. I direct that: A. Any executor may resign at any time without court approval: Page 5 of 6 Pages. B. No executor or trustee shall be required to post bond. ITEM IX. The term "executor" and "trustee" or any pronoun used to indicate the executor, trustee, any other fiduciary or any beneficiary shall be deemed to apply to one or more than one person or corporation and to the masculine, feminine or neuter gender as the case may be. seal to IN WITNESS WHEREOF, I have hereunto set my hand and this, my last will, this ~ day of "fl./JJ.-- Jrro 1990. /0/~ <J,~A BEtTY J.. rp.. SIGNED, SEALED, PUBLISHED, and DECLARED by the above (SEAL) testatrix, as and for her last will, in the presence of us, who thereupon at her request, in her presence and in the presence of each other, have hereunto subscribed our ",m.. '~~"> ()/;;J,A !1u11k4 kL- Page 6 of 6 Pages. STATE OF PENNSYLVANIA ) ( ss: ) COUNTY OF DAUPHIN We, BETTY J. OVER, rlloJ./"ts p. ~ftC((,( , and n/~H~L~ H~~VL the testatrix and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witness and that to the best of our knowledge, the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. . (les~ it Jl{k~ ~ j!IJHAiJ0 ne s SUBSCRIBED, sworn to or affirmed, and acknowledged before me by the above-named testatrix and by the witnesses whose names appear above on 0~.s, 1990. ~(j.~ Notary bI1C 1IaflIlIt.... ....",:r. Il'llGJII,ltoIIIyNllo HIrtlIIMV. DIUIII*t CUllY My CoII\lIlIIIlIOI E>il>iW- 2!l. Ill!11 1oIoIM<<,"-lAIJt>OBl"c' . -oIllot1ri1a CODICIL I, BETTY J. OVER, of Camp Hill, Cumberland County, Pennsylvania, declare this to be the sole codicil to my last will dated February 5, 1990. ITEM I. Item VII of my last will is hereby deleted in its entirety and in its place and stead is inserted the following: "ITEM V!r. I appoint my daughter, ROSE LEHMAN, executor of this will, but if ROSE LEHMAN for any reason fails to qualify or ceases to act, I appoint CAROL ANN COBLE executor in her place. I appoint ROSE LEHMAN trustee under this will, but if ROSE LEHMAN for any reason fails to qualify or ceases to act, I appoint CAROL ANN COBLE trustee in her place. I direct that:" ITEM II. In all other respects, I hereby ratify, confirm and republish my last will dated February 5, 1990, together with this sole cOdicil, as and for my last will. IN WITNESS WHEREOF, I have thereunto set my hand this ~~~ day of March, 1994. ~-e7~ /), tI!-/1d~, BETTY J. ~ page 1 of 2 Pages. SIGNED, SEALED, PUBLISHED, and DECLARED by the above individual, as and for her cOdicil, in the presence of us, who thereupon at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. 72- / .9;;J [)IV1[)(Jf11J~f'1 Page 2 of 2 Pages. STATE OF PENNSYLVANIA ) ( ss: ) COUNTY OF DAUPHIN We, BETTY J. OVER, -;A~\ PtNJ1~' ih,l..t~ the testatrix and witnesses, respectively, whose names are signed to the attached or foregoing instrument, f. t}(/t~' and being first duly sworn do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witness and that to the best of our knowledge, the testatrix 'was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence._ ~g~ Q,M~f BE'PTY J _ Ept/' 7 2 r~k Wit'ness Pu~u1o Of t !Y. ~cff ( Witness I ~ SUBSCRIBED, sworn to or affirmed, and acknowledged before me by the above-named testatrix appear above on -.f!jfAI.A d t..f and by the witnesses whose names , 1994. (, e~~ NcAA:rir,;lP.'3at SlepI1arie L G;!''''i, NoIlIly PtbIc Hooisllu~., D'..ifbil County My Com_ fX(.i.'iS S<pl25. 1994 Mt='~~el~ P~;varr.~p.sSociaDon 01 ~ "'7 ') 'l- :2 LI E ,-PcUULL J.Jj75 - {J,'j'Kj.. oj '-1 - ,. F~. Simple Deed (J~is 1fno~ntur~ ~ltae the 26th day of November illtheyearofoarLordollethousalldllillehundredand ninety seven (1997) 1lidfueen BETTY OVER, WIDOW (hereillafter called the Grantor(s), of the one part. and ELMER S. KAUFFMAN AND ROSE M. KAUFFMAN, HUSBAND AND WIFE (hereinafter ca/led the Grantee(s). of the other part; mitncssctij That the said Grantor(s)for and in consideration of the sum of Seventy-five thousand and XX/100 ($75,000.00) Dollars lawful money "'f the United States of America, unto her we/l and truly paid by the said Grantee(s). at and before the sealing and delivery of these presents. the receipt whereof is hereby acknowledged, has granted. bargained, sold, aliened. enfeoffed. released and confirmed, and by these presents doe s grant, bargain. se/l, alien. enfeoff, release and confirm unto the said Grantee(s) their Heirs and Assigns. as tenants by the entireties. ALL THAT CERTAIN tract or parcel of land with improvements erected thereon situated in the Township of Lower Allen, Cumberland County, Pennsylvania, more particularly bounded and described as follows: Beginning at a point on the easterly line of Essex Road which point is eighty (80) feet north of the northeasterly corner of Cumberland Road and Essex Road North twenty-four (24) degrees fifteen (15) minutes thirty (30) seconds West sixty (60) feet to a point; thence North sixty-five (65) degrees forty-four (44) minutes thirty (30) seconds East one hundred and twenty (120) feet to a point; thence South twenty-four (24) degrees, fifteen (15) minutes thirty (30) seconds East sixty (60) feet to a point; thence South sixty-five (65) degrees forty-four (44) minutes thirty (30) seconds West one hundred and twenty (120) feet to a point, the place of BEGINNING, Being premises known as 24 Essex Road. Being the same premises which John L. Bollinger and Mary Bollinger, his wife, by their deed dated October 15th, 1958 and recorded October 20, 1958 in the Cumberland County Office of the Recorder of Deeds, in and for the County of Cumberland, Carlisle, Pennsylvania BOU,~ 168 p,IGE1003 '.r. in Deed Book T, Volume 18, page 41, granted and conveyed unto George S. Over and Betty Over, his wife. And the said George S. Over thereafter departed this life on October 15, 1989 wherein and whereby title to the herein aescribed premises vested in Betty Over as surviving tenant by the entirety. THIS IS A CONVEYANCE BETWEEN MOTHER TO DAUGHTER AND SON-IN-LAW AND IS EXEMPT FROM PENNSYLVANIA REALTY TRANSFER TAX. ". LD '.I) cn II ,:-; .. ,;... .- 0-J IJ.J Z .--l CI .=:> '-" E J ... (.) CL , ,=-, .....- ~ " __.1 .. ~-, lJ..J ,.j 0 -, :-- en - BOOK 168 PAGE1004 <Ingct4cr with all and singular the buildings and improvements. ways. streets, alleys, driveways, passages, waters, water-courses, rights. liberties, privileges, hereditaments and appurtenances, whatsoever unto the hereby granted premises belonging, or in any wise appertaining, and the reversions and remainders, rents, issues and profits thereof; and all the estate, right, title, interest, property, claim and demand whatsoever, of the said Grantor(s), as well at law as in equity, or otherwise howsoever, of, in, and to the same and every part thereof. <In 4/fltc /fna tn 4nla the said lot or piece of ground described hereditaments and premises hereby granted, or mentioned and intended so to be, with the appurtenances, unto the said Grantee(s), their Heirs and Assigns, to and for the only proper use and behoof of the said Grantee(s), their Heirs and Assigns forever, as tenants by the entireties. Ana the said Grantor(s),for her and her Heirs, Executors, and Administrators does by these presents, covenant, grant, promise and agree, to and with the said Grantee(s), their Heirs and Assigns, that the said Grantor!s) and her Heirs, all and singular the hereditaments and premises herein described and granted, or mentioned and intended so to be, with the appurtenances, unto the said Grantee!s), their Heirs and Assigns, against the said Grantor!s) and her Heirs, and against all and every other Person and Persons whomsoever lawfully claiming or to claim the same or any part thereof, by, from or under him, her, it, or any of them, shall and will BY THESE PRESENTS SPECIALLY WARRANT and forever DEFEND, 31n 3ll1litnu6 3lIIIqneof. the said party of the first part to these presents has set her hand!s) and sea/!s), Dated the day and year first above written. hereunto ~gnetl. ~e/tletl /tntlIDelilJe!"etl IN THE PRESENCE OF US: L(/I1{UuJ, dtaelYrue{' J~~ERI)~ l~UCijulW/' ~e/tl ~e/tl ~e/tl COOK 168 PAGE1005 COMMONWEALTH OF PENNSYLVANIA COUNTYOF Cumberland ) ) ss: On this, the 26th day of November, 1997 ,before me, a Notary Public for the Commonwealth of Pennsylvania, residing in the Commonweal th of Pennsylvania the undersigned,OJ!.icer, personally appeared BETTY OVER . . <, IE ,O:i'O;"".) '("~'~;"".i;;;'~:--' ~'- ~~., 1.1 '.r!.'~"J . '" known to me (satisfactorily proven) to be the person( s) whose name( s) is (are) s!'lIlr!. . ,jli.~s\~n instrument, and acknowledged that she executed the same for the purposes 1'Z~g;~ J c' IN WITNESS WHEREOF, I hereunto set my hand and official seal, "'~;':''!:~)'~IJ~~:;'~'> . . .1),.. ...~........ \...,01 ,ii.: c.UL LUfJ (j tnil ~r'fftcJ{ Notary Public Notarial Seal ValerIe S. Stacknick, Notary Public l Shiremanstown Bora. Cumberland County My Commission Expires Nov. 30, 2000 Member, Pennsylvania Association of Notaries ........:... . .t""':<;':-~'."" ~.;~~.-~~,:,\~~ ....,"'j.,<ij4.f?~.. '-:<<~~/'l1,~~~.h:~,i"~ 111f1fm ..:4;~,.,~,~:::r0'j;;,."",.;.';;f": ,'\ 'J 'J 'J' J.t1. , attclf..,pgii.'-. n~;rV~Jlj. ~~">8:;;:i'; ~>.'" . u'';tyo(c;;~i{ei\~fldJ'' q,,:' d' 1 [') d c~~de~~~:~1~:;~~1~~~~~~},(~:~ ";;TTY OVER, WIDOW ook Vol. -==- pagJ! itness my hand am! seal ot oil 'e 01 8J arlisle, PA thiS.J da f . 19 ij;@ ELMER S, KAUFFMAN AND ROSE M, KAUFFMAN File No, 970509 CORNERSTONE LAND TRANSFER, INC. 5 West Main Street Shirenumstown, Pennsylvania 17011 PREMISES: 24 ESSEX ROAD LOWER ALLEN Township CUMBERLAND COUNTY County The address of the above-flamed Grantee is '4 R~~py Rn~~ ramp Hi 11, PI\ On behalf of the Grantee BOOX 168 PAGE1006 Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: E state of: Estate No: 304 4/8/2005 BETIYT. OVER 21-04-0155 MORGAN G JAMES, JR 111 NOR1HFRONTSTREET PO BOX 889 HARRISBURG, PA 171080889 JA Qty 1 Fee Description Additional Probate Fee Total 7.00 $7.00 Total: $7.00 Checks should be made payable to the Register of Wills. Tenns: Net 30. Please return one copy of this invoice with your payment. Thank you. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/05/2006 LEHMAN ROSE NKA 24 ESSEX ROAD CAMP HILL, PA 17011 RE: Estate of OVER BETTY J File Number: 2004-00155 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, 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: 2/13/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER' STRAS~G~ REGISTER OF WILLS cc: File Counsel Judge ~ TUCKERIARE~~~f}~~ January 10, 2006 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Betty J. Over File No. 2004-00155 Dear Sir or Madam: Enclosed please find an original and one (1) copy of the Status Report Under Rule 6.12 for filing. Please time-stamp and return the copy in the enclosed self- addressed stamped envelope. Should you have any questions, please do not hesitate to contact me. Thank you for your cooperation in this matter. Sincerely, Tucker Arensberg, P.C. ;1-1t{b/1 (! ~ Theresa A. Wheeler Paralegal to James G. Morgan, Jr. :taw Enclosures -"OJ i'.-' Tucker Arensberg, PC. 111 N. Front Street PO. Box 889 Harrisburg, PA 17108 p.717.234.4121 f.717.232.6802 www.tuckerlaw.com 1500 One PPG Place Pittsburgh, PA 15222 p.412.5661212 f.412.594.5619 PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Bettv J. Over Date of Death: February 13, 2004 Estate No.: 2004-00155 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (date) 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 x B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes X No D. Copies of receipts, releases, joinders .and appro~ll1>f formal or informal accounts may be filed with the Clerk of e Orp Is' Court and may be attached 1,- to this report. Date: /1 '" v (-"1-~ Signa e i Ja s G. Morgan~ Jr. T cker Arensberg, P.C. t Name (Please type or print) 111 N. Front Street Harrisburg, PA 17101 Address (MAH:rmtJAM3) (717) 234-4121 Telephone No. Capacity: Personal Representative X Counsel for Personal Representative {l R.W. - 58