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HomeMy WebLinkAbout03-0980PETITION FOR PROBATE and GRANT OF LETTERR Estate of E. Marlin Pechart Also known as , deceased Social Security No. 179-12-5535 To: Register of Wills for the County of Cumberland County 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 and the alternate executor named in the last Will of the above decedent, dated January 15, 2003. See Renunciation filed by the primary named executrix, Peggy Lee Ashwell. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 20 Park Street, Mt. Holly Springs, PA 17065. Decedent, then 81 years of age, died November 15, 2003, at Carlisle Regional Medical Center. Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $9,000.00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ Situate as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. (testamentary; administration c.t.a; administration d.b.n.c.t.a) Dennis M. Pechart 627 West Old York Road Carlisle, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 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 representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed Before me this~t _01~ay of November Dennis M. Pechart 2003. No. &l' O3- q'g O Estate of E. Marlin Pechart, Deceased DEGREE OF PROBATE AND GRANT OF LETTERS AND NOW, November ~.~_, 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated January 15, 2003 described therein be admitted to probate and filed of record as the last will of E. Marlin Pechart and Letters Testamentary are hereby granted to Dennis M. Pechart. FEES Probate, Letters, Etc ............. Short Certificates ( ) ............ Renunciaton ..... ~:~a.; ~ .... TOTAL__ Filed3!.'....~....7..~....o?..~. ..................... Ronald E. Johnson, Esquire 78 West Pomfret Street Carlisle, PA 17013 717-243-0123 16453 RENUNCIATION In Re Estate of E. Marlin Pechart, deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned, Peggy Lee Ashwell, daughter of the above decedent, hereby renounces the right to administer the estate and respectfully asks that Letters Testamentary be issued to Dennis M. Pechart. WITNESS my hand this day of N~2003. ~egg~ [6 Ashwe~l ~- - 1422 Bradley Drive, Apt. C-211 Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA ) 'SS. COUNTY OF CUMBERLAND ) On this, the ~42~I¼ day of November 2003, before me, the undersigned officer, personally appeared Peggy Lee Ashwell, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. Notary Public (SEA~) LAST WILL AND TESTAMENT OF E. MARLIN PECHART I, E. MARLIN PECHART, of Mt. Holly Springs, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I give, devise and bequeath my 14 x 70 Skyline Custom Villa trailer with the furnishings and household effects therein, and any insurance policies on such trailer and furnishings to my son, DENNIS M. PECHART. THIRD: I bequeath my automobile, my insurance thereon, and all rights incident to both, arising out of the ownership of both, to my daughter, PEGGY LEE ASHWELL. FOURTH: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my children, equally, namely, DENNIS M. PECHART, PEGGY LEE ASHWELL and DEBRA D. DOBLIN 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 such then living issue, such share shall be added to the share or shares for my other children. FIFTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. SIXTH: I nominate, constitute and appoint, PEGGY LEE ASHWELL, Executrix of this my Last Will and Testament. Should PEGGY LEE ASHWELL, fail to qualify or cease to act as Executrix, I appoint DENNIS M. PECHART, Executor of this my Last Will and Testament. SEVENTH: I direct my Executrix and her successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last ~Wi~ .and Testament, consisting of two (2) typewritten pages, each identified by my signature, this/,.~ day of January 2003. Marlin (SEAL) Signed, sealed, published and declared by tlae above-named Testator, E. MARLIN PECHART, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) :SS. ) I, E. MARLIN PECHART, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by E. MARLIN PECHART, the Testator, this /.5' day of January 2003. E. Marlin Pechart, Testator r--,. Not~bli7 "~ -~ NOTARIAL SEAL SHELLY SEXTON, NOTARY PUBLIC CARLISLE BORO, CUMBERLAND COUNTY MY COMMISSION EXPIRES APRIL 26, 2003 Member, Pennsylv,~,~ia Association of Notaries (SEAL) AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) :SS. COUNTY OF CUMBERLAND ) We, RONALD E. JOHNSON and"q'~\o_~cx.c c~'~-- ~ _ . ~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will and Testament; that E. Marlin Pechart, signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18/qr more years of age, of sound mind and under no constraint or undue influence. (S~om or affirmed to and subscribed to before m~ by RONALD E. JOHNSON and ~cK,,C [&Oiy-'O.~ VJ/~Clt~, .p ,w~~.s_this i5~ .d~yT?f~ary 2003. -p~l~l] E' JTs/~/~tne s~ ~ Notary Public -- (0 NOTARIAL SEAL SHELLY SEXTON, NOTARY PUBLIC CARLISLE BORg,, CUMBERLAND COUNTY MY COMMISSION~XP~RE$ APRIL 26, 2003 Member Pennsylv? ie ! ?'¢iatie~, ~t Notaries I E. MARLIN PECHART ANDREWS & JOHNSON ATTORNEYS AT I-AW TAYLOR P. ANDREWS RONALD E. JOHNSON 78 WEST POMFRET STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE (717) 243-0123 CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Name of Decedent: Date of Death: Will No: E. Marlin Pechart November 15, 2003 21-03 -0980 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 23, 2003: Dennis M. Pechart 627 W Old York Road Carlisle, PA 17013 Peggy Lee Ashwell 1422 Bradley Drive, Apt C-211 Carlisle, PA 17013 Debra D. Doblin Allison 2219 Gleim Court Enola, PA ! 7074 Notice has now been given to all persons entitled thereto under Rule 5.6(a) e]c~p~xceptions. Date: December 23, 2003 /78 West Pomfret S~fs~ - eCarlisle, PA Phone: 717-243-0123 Capacity: Counsel for personal representatives COMMONWEALTH OF ~PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2806O1 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003628 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 179-12-5535 FILE NUMBER: 2103-0980 DECEDENT NAME: PECHART E MARLIN DATE OF PAYMENT: 03/02/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 11/15/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $150.41 REMARKS' TOTAL AMOUNT PAID' $150.41 SEAL CHECK# 2682 INITIALS: JA RECEIVED BY.' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I-- Z u.I I,U I.U I-- Z LU Z O o Z Z REV- 1500 TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) E. Marlin Pechart OFFICIAL USE ONLY FILE NUMBER 21-03-00980 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 179-12-5535 NUMBER DATE OF DEATH (MM-DD-YY) IDATE OF BIRTH (MM-DD-YY) THIS MUST BE FILED IN DUPLICATE 11/15/2003 I 3/29/1922 WITH THE REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER I X--~ 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return --] 4. Limited Estate [] 4a. Future interest Compromise [] 5. Fed. Est. Tax Return Req'd X~ 6. Decedent Died Testate [] 7. Decedent had Living Trust 0__ 8. Total number of SDB's --] 9. Lit'g'tion Proceeds Rec'd ~ 0. Spousal Poverty Credit 11. Election to tax w/Sec. 9113(A) NAME: Ronald E. Johnson, Esquire FIRM NAME: Andrews & Johnson TELEPHONE NUMBER 717 243-0'123 COMPLETE MAILING ADDRESS: Ronald E. Johnson, Esq. Andrews & Johnson 78 W. Pomfret St. Carlisle, PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3.Closely Held Corporation, Partnership or Sole-Prop. (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch. E) (5) 6. Jointly Owned Property (Schedule F) (6) [~] Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administration Costs (Sch H) (9) 10. Debts of Decedent, Mortgage liabilities, & Liens (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 14. Net Value Subject to Tax (Line 12 minus Line 13) so.w! $0.00 $9,332.82 $0.00 (8) (11) ,, $9,33:~2 $5,458.00 $532.41 $5,990.41 I;" OFFICI, AL USE Ol~ (12) $3,342.41 (13) (14) $3,342.41 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable at the spousal rate, or transfers under Sec.9116(a)(1.2) x.0__ (15) $0.00 16. Amount of Line 14 taxable at lineal rate $3,342.41 x.045 (16) $150.41 17. Amount of Line 14 taxable at sibling rate $0 x. 12 (17) $0.00 18. Amount of Line 14 taxable at collateral rate $0 x. 15 (18) $0.00 19. Tax Due (19) $150.41 20 [] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS CITY 20 Park Street STATE Mt. Holly Springs PA Tax Payments and Credits: 1. Tax Due 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts Total Credits (A+B+C) 3. Interest/Penalty if applicable D. Interest , E. Penalty Total Interest/Pentalty (D+E) 4. If Line 2 is greeter than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. zip 17065 (1) $150.41 (2) $0.00 (3) $0.00 (4) (5) $150.41 (5A) (5B) $150.41 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: a. retain the use or income of the property transferred: b. retain the right to designate who shall use the property transerred or its income: c. retain a reversionary interest: or d. retain the promise for life of either payments or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probete property which contains a beneficiary disignation? yes no 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 an)/knowled[le. SIGN~URE OF PERSON RESPONSIj~E FOR FILING RETURN ADD"~-SS-- ' ' j/jo 78 West Pomfr.et~Itr~arlisle, PA 17013 AD'EtS ..... · _. c/_ o. 7__8 West ~o~flfret Street, Carlisle, PA 17013 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% [72P.S. Sec. 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. Sec. 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 deseased 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. Sec. 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. Sec, 9116(1.2) [72 P.S. Sec. 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. Sec. 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. LAST WILL AND TESTAMENT OF E. MARLIN PECHART I, E. MARLIN PECHART, of Mt. Holly Springs, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I give, devise and bequeath my 14 x 70 Skyline Custom Villa trailer with the furnishings and household effects therein, and any insurance policies on such trailer and furnishings to my son, DENNIS M. PECHART. THIRD: I bequeath my automobile, my insurance thereon, and all rights incident to both, arising out of the ownership of both, to my daughter, PEGGY LEE ASHWELL. FOURTH: I give, devise and bequeath the residue o£ my estate, of every nature and wherever situate, to my children, equally, namely, DENNIS M. PECHART, PEGGY LEE ASHWELL and DEBRA D. DOBLIN 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 such then living issue, such share shall be added to the share or shares for my other children. FIFTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration 0fmy estate. SIXTH: I nominate, constitute and appoint, PEGGY LEE ASHWELL, Executrix of this my Last Will and Testament. Should PEGGY LEE ASHWELL, fail to qualify or cease to act as Executrix, I appoint DENNIS M. PECHART, Executor of this my Last Will and Testament. SEVENTH: I direct my Executrix and her successors shall not be required to give bond for the faithful performance of their duties in this or anyother jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last ~Wi~ ,and Testament, consisting of two (2) typewritten pages, each identified by my signature, this/~' day of January 2003. (SEAL) Signed, sealed, published and declared by the above-named Testator, E. MARLIN PECHART, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesjes. ~ /~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 'v v I, E. MARLIN PECHART, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instmmem as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or af£nTned to and acknowledged before me by E. MARLIN PECHART, the Testator, this /.5' day of January 2003. P~ ~ .(SEAL) E. Marlin Pechart, Testator ~ '~ Not~bli~"'f "~ -v NOTARIAL SEAL SHELLY SEXTON, NOTARY PUBLIC CARLISLE BORO, CUMBER~J~ND COUNTY MY COMMISSION EXPIRES APRIL 26, 2003 Member, Pennsylvania Association of Notaries AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) :SS. COUNTY OF CUMBERLAND ) vO . We, RONALD E. JOHNSON and N\Ox.cx-c o[ Q~l'h (Dp , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will and Testament; that E. Marlin Pechart, signed willingly and that he executed it as his fi'ee and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18/~r more years of age, of sound mind and under no constraint or undue influence. (S~om_ or affirmed to and subscribed to before me.. by RONALD E. JOHNSON and ~'kC.b'ug, r"OJ VJ~-C-t~z>p , this [ _ ll/~/l,' l /~/vv t..ea.4~.a, (SEAL) NOTARIAL SEAL SHELLY SEXTON, NOTARY PUBLIC CARLISLE BORO, CUMBERLAND COUNTY MY COMMISSION EXPIRES APRIL 26, 2003 Member, Pennsylvania/~,~'~clatio~, Of Notaries SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER E. Marlin Pechart 21-03-0980 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 Checking acct no: 5140189442-PNC Bank (see letter attached) $1,190.21 Note: Mary Houser died 8/9/02 14 x 70 Skyline Custom Villa Mobile home and furnishings Gross proceeds from sale on 11/26/03 Agway Energy Products - credit balance refund Sprint - refund PNC Bank - refund 1982 Oldsmobile automobile - car was not in running condition and was sold for the cost of towing it away $8,000.00 $118.08 $9.53 $15.00 $0.00 TOTAL (also on line S, Recapitulation) $9,332.82 PNCBA February 2, 2004 Ronald E. 78 West Pomf~et Street Caeli~le, PA 17013 Estate of E. Marlin Peeha~, ~ea~:l SSN: 179-12-~535 DOD: 11/15/2003 Dear Mr. $ohusom In response to your request for Date of De. arb balances for the customer noted above, our records show the ¢ollowing: Checkin~ Accoun~ Aeex)unt #5140189442 E MARLIN PECHAKT MA.KY E HOUSER DOD b~ktuce: $l,190.21 (non-in~etes~ E~.~blished 06/01/1974 For Loan information, plebe call 1-g88-762-2265. (Aceotmt) RCA ~4003045109~02394 Please not~ ttmt this offlc~ only provi&s date of c~th balances for deposit ~.ounts (IP, A% CD,, Checldng and Savinl~s accounts). We do not process eny financial transactions or provide statements. If you need assistance with any of these items, please ~ 1-888-PNC-BANK (1-888-762-2265) o~ stop by your loewi PNC Bm-,k branch office, Rachelle Well, 1-800.762.1775 PT-PFSC--O4-F 500 firs~ Ave,. Pittsburgh PA 15219 Mcmb~r FDIC TOTRL P.01 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER E. Marlin P¢¢hart 21-03-0980 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION AMOUNT NUMBER Ao 1 2 4 5 6 1 2 3 4 5 6 7 8 9 10 11 Funeral Expenses: Hollinger Funeral Home & Crematory, Inc. Administrative Costs: Personal Representive Commissions Social Security Number of Personal Representative: Attorney fees to Andrews & Johnson Family Exemption Claimant Relationship: Address of Claimant at decedent's death: Street: City: State & Zip Probate Fees to Register of Wills Accountant's Fees Tax Return Preparer's Fees Miscellaneous Expenses: Register of Wills - PA Inheritance Tax Return - filing fee Reserve for closing TOTAL (also on line 9, Recapitulation) $4,223.00 $950.00 $70.00 $15.00 $20O.0O $5,458.00 SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTAI'E OF FILE NUMBER E. Marlin Pechart 21-03-0980 ITEM DESCRIPTION NUMBER AMOUNT 1 Spring Road Family Practice - outstanding medical bill $27.96 West Shore EMS ~ outstanding medical bill $100.00 Met Ed - outstanding utility bill $23.38 Masland Associates - outstanding medical bill $1.70 Central Penn Medical Group Emeregency - outstanding medical bill $92.22 Belevedere Medical Corporation - outstanding medical bill $6.94 Belevedere Medical Corporation - outstanding medical bill $113.97 Andorra Radiology Associates PC - outstanding medical bill $6.06 Central Penn Medical Group Emergency - outstanding medical bill $28.40 Andorra Radiology Associates PC - outstanding medical bill $131.78 10 TOTAL (also on line I0, Recapitulation) $532.41 SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER E. Marlin Pechart .,: 1 -U.~-U~U ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE 1 Dennis Pechart son mobile home and 627 W Old York Road, Carlisle, PA 17013 furnishings plus I/3 of residue 2 Peggy Lee Ashwell daughter 1/3 of residue 1422 Bradley Dr, Apt. C211, Carlisle, PA 17013 3 Debra D. Doblin Allison daughter 1/3 of residue 2219 Gleim Court, Enola, PA 17074 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: AMOUNT OR SHARE OF ESTATE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0 BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVTSTON DEPT. 280601 HARRISBURG, PA 171Z8-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-1;dI? EX AFP (01-05) RONALD E JOHNSON ESQ ANDRENS & JOHNSON 78 N POHFRET ST CARLISLE Ret,''_ . . DATE I~ ESTATE OF DATE OF DEATH FILE NUNDER .... '04 APR 20 PA 1701~t1~;i~ Oq-19-ZO04 PECHART 11-15-2003 21 05-0980 CUMBERLAND 101 Amount Rmm/'l:ted E M MAKE CMECK PAYABLE AND RENXT PAYNENT TO: REGISTER OF NILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THXS LINE ~'* RETAIN LONER PORTION FOR YOUR RECORDS DZSALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF PECHART E M FILE NO. 21 05-0980 ACN 101 DATE TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATTON CONCERNTNG FUTURE TNTEREST - SEE REVERSE APPRAISED VALUE OF RETURN DASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership In~erest (Schedule C) ($) 4. Hortgmges/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Cos~s/Hisc. Expenses (Schedule H) (9) 10. Debts/Nortgagm Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 12. Net Value of Tax Return 9/552.82 .00 .00 NOTE: To insure proper .00 credit to your account, .00 submit ~hm upper pore/on .00 of this form w/~h your tax payment. .00 (8) 5,458.00 532.41 15. 14. NOTE: 9,552.82 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ASSESSNENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable et L/neal/Class A rate 17. Amoun~ of Line 14 a~ S/bl/ng ra~e 18. Amount: of L/nm 14 taxable at Collateral/Class B rate 19. Pr/ncipal Tax Due TAX CREDXTS: PAYMENT RI~C[TpT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (- 05-02-2004 CD005528 .00 (1;) .00 x O0 = .00 (16) $,$q2.41 x 045= 150.41 (17) . O0 x 12 = . O0 (18) .00 X 15 = .00 (19)= 150.41 AHOUNT PAZD 150.ql reflect f/gures that include the total of ALL returns assessed to date. TOTAL TAX CREDIT I 150.41 BALANCE OF TAX DUEl .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)~'~, Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . O0 Ne~ Value of Estate Sub~ect to Tax (14) Zf an assessnent ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 (12) BUREAU OF INDTVZDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COHHONMEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLO#ANCE OR DISALLO)IANCE OF DEDUCTIONS AND ASSESSNENT OF TAX RE¥-1547 EX AFP RONALD E JOHNSON ESQ ANDREMS & JOHNSON 78 N POHFRET ST CARLISLE BATE ESTATE OF DATE OF DEATH FZLE NUHBER ~'il~'~A~N 04-19-2004 PECHART 11-15-2003 21 03-0980 CUNBERLAND 101 Aaoun't Remi't'ied E {'4 HAKE C{,4ECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LO~ER PORTION FOR YOUR RECORDS ~ BXSALLOHANCE OF DEBUCTXONS AND ASSESSNENT OF TAX ESTATE OF PECNART E {,4FILE NO. 21 03-0980 ACN 101 DATE 04-19-2004 TAX RETURN )lAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATTON CONCERNING FUTURE TNTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~narship Zn~eres~ (Schedule C) ($) ~. Hot,gages/No,as Receivable (Schedule D) (q) E. Cash/Bank Daposi~s/Hisc. Personal Proper~y (Schedule E) (5) 6. Jointly O~nad Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED BEBUCTZONS ANB EXEHPTZONS: 9. Funeral Expanses/Ada. Cos~s/Hisc. Expenses (Schedule H) (9) 10. Dab~s/Hor~gaga Liabilities/Liens (Schedule I) (10) 11. To,al Deductions 12. Ne~ Value of Tax Re~urn 9~332.82 .00 .00 NOTE: To insure proper .00 cradi~ ~o your account, .00 subai~ ~ha upper portion .00 of ~his fora ~i~h your ~ex payment. .00 (8) 5,458.00 532.41 13. 14. NOTE: ASSESSHENT OF TAX: 15. Amour* of Line lq a~ Spousal ra~a 16. Aaoun~ of Line lq ~axable a~ Lineal/Class A ra~e 17. Aeoun{ of Line 1~ a~ Sibling ra{e 18. Amoun{ of L/ne 1~ {axable a~ Colla{eral/C1ass B ra~a 19. Principal Tax Due TAX CREDXTS: PAYHEN1 R~CEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) 05-02-2004 CD003628 .00 9,332.82 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDZTIONAL INTEREST. (16) .00 X O0 = .00 (16) 3,342.41 X 045= 150.41 (17) . O0 x 12 = . O0 (18) .00 X 15 = .00 (19)= 150.41 AHOUNT PAID 150 reflect figures that include the total of ALL returns assessed to date. TOTAL TAX CREDIT I 150.41 BALANCE OF TAX BUEI .00 INTEREST ANB PEN. .00 TOTAL BUE .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT 1S REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)/~/__~ Chari*able/Governeen~al Bequests; Non-elected 9113 Trusts (Schedule J) (15) . O0 Ne~ Value of Es~:a~:e Sub~ec~: ~o Tax (lq) Zf an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 (11) ; .990. ql (1;) 3,342.41 BUREAU OF TNDZVZDUAL TAXES TNHER'[TANCE TAX D'rvzSTON DEPT. Z80601 HARRISBURG, PA 17128-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-15~i7 EX kFP (OZ-OS) RONALD E JOHNSON ESQ ANDREWS & JOHNSON 78 g POHFRET ST CARLISLE ~eC: _ . .DATE 04-19-200q t~.~ ESTATE OF PECHART E DATE OF DEATH 11-15-2003 FILE NUHBER 21 03-0980 '04 20 /- il 'L"~UNTY CUHBERLAND '~ACN ! 0 ! t Amoun~ Reai~ed PA 1701~t~T~i~ CUT ALONG THIS LINE ~ HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 RETAIN LONER PORTION FOR YOUR RECORDS -~ DZSALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF PECHART E HFZLE NO. 21 03-0980 ACN 101 DATE 0q-19-2004 TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE :iNTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S~ocks end Bonds (Schedule B) (2) $. Closely Held S~ock/Par~narship Zn~aras~ (Schedule C) ($) q. Mortgages/No,es Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Propar~y (Schedule E) (5) 6. Jointly Owned Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCT/ONS AND EXEMPTIONS: 9. Funeral Expansas/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Dab~s/Mor~gaga Liabilities/Liens (Schedule Z) (10) 11. To~al Deductions 12. Ne~ Value of Tax Ra~urn .00 .00 .00 .00 9z332.82 .00 .00 (8) 5,q58.00 532 .ql NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of this form wi~h your ~ax payaan~. 9,332.82 03-02-200q RECEIPT NUMBER CDOO3628 DISCOUNT I+! INTEREST/PEN PAID (-) .00 AMOUNT PAID 150 .ql TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE TAX CREDITS: PAYMENT DATE Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) Na~: Value of Es~:a~:e Sub.iec~ ~o Tax (lq) 3,3~2.41 Zf an assessment was issued previously, lines 1~, 15 and/er 16, 17, 18 and 19 ~.11 .00 .00 150.ql .00 .00 150.ql ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 150.41 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REi~UZRED. ZF TOTAL DUE TS REFLECTED AS A "CREDIT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)~f')~,~ 13. lq. NOTE: reflect figures that Lnclude the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amoun~ of Line Zq a~ Spousal ra~a (15) .00 X O0 = 16. Amoun~ of Line lq ~axable a~ Lineal/Class A ra~a (16) 3,342.4! X 045 = 17. Amoun~ of Line lq a~ SibZing ra~a (17) .00 X ~2 = 18. Amoun~ of Line lq ~axabla a~ Collateral/Class B ra~a (18) .00 X ~5 = 19. Principal Tax Due (19)= (11) 5.990 .~l (12) 3,342.ql RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December lZ, 198Z -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of 2000. (TI P.S. Section 91qO). Detach the top portion of this Notice and submit eith your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications era available at the Office of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-562-ZOS0; services for taxpayers aith speoial hearing and / or speaking needs: 1-800-q~7-30ZO (TT only). Any party in interest not satisfied eith the appraisement, allowance, or disalloeance 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: --eritten protest to the PA Department of Revenue, Board of Appeals, Dept. 2610Z1, Harrisburg, PA 171lB-lOg1, OR --election to hava tha matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered an this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. lB0601, Harrisburg, PA 17126-0601 Phone (717) 787-650S. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedant's death, a five percent (SI) discount of the tax paid is allowed. The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This nan-participation penalty is appealable in the same manner and in the the same time period as you mould 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 ehich became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .00016~. A11 taxes which became delinquent on and attar January 1, 19BI will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Tho applicable interest rates for 19BI through ZOOq ara: Interest Daily Interest Daily Year Rate Factor Year Rate Factor ~ 207. .0005q8 ~'~)'~'8 - 1991 112 .00050l 19&3 167. .000~',3B 1992 9Z . O00Zq7 19Bq llT- .000301 1993-199q 7Z .000192 1985 I~Z .0003S6 1995-1998 97. .0002q7 1986 107. .00027q 1999 7Z .O0019Z 1987 IOZ . O00ZTq 2000 72 .000192 --Interest is calculated as follo~s: INTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor ~ 9X .000247 2002 6Z .000164 2003 52 .000137 2004 42 .000110 X NUNBER OF DAYS DELINQUENT 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 made after the interest computation date sho~n on tho Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE, PA 17013 RE: Estate of PECHART E MARLIN File Number: 2003-00980 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 I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/15/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ / 7 GLENDA FARNER STR~SBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge 1.-& Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 PECHART DENNIS M 627 WEST OLD YORK ROAD CARLISLE, PA 17013 RE: Estate of PECHART E MARLIN File Number: 2003-00980 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 I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/15/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, I/J . 0-? l-+/~jkJ ~~ L~~.:...c. 2/-' GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge ~,--,. \ c--- ~~5 It I "-- (' .c: -~ LL U ' c5 (: C::', - !"LJ C_") cr~ C) ( hJ~" - 0:: Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~('\ '("ItaX' \ ~'" ""?e. C" '^C\'(' t . Date of Death: /\love W1 \o~1 15 ~OD3 I Estate No.: ::2 063 - ooq &0 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes l.8l No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: )C l.3 \ '6:5 ~~~ '^^ Signature f<_c ~~~~ D-eV\V\.\ ~ M. rech~....,~ Name en tCJ .2 t) uJ. 0 ld '-f ode R c4 (cl\" L..s ~ { (A. Address Capacity: ~ Personal Representative o Counsel for personal representative d4q-6:2S-CJ Telephone No. l,T;) = = C"-. Vc Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 #Ie-}/' /In ~-: /t'chtF r Date of Death: Estate No.: .2CC 3 - Clt' yFtf 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 ~ether administration of the estate is complete: Yes)Ll No 0 ' 2. Ifthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: /1} 2'l(#j-- 41?t1/d' C'-:" ~4//JtJn Name 7f~JfH1frcf .if Address (71 r) ;l'l'!'-6/Z3 , CcJr!/S/~ /'" Telephone No. I " : I 1.',.1 (-, C' ':~' C!W~ity: ~ersonal Representative ..J '-!'.J I "tt~ ...'~o.,;'..J Counsel for personal representative ~t.