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Home My WebLink About01-0485 Estate of BErTY JANE DEITZEL also known as PETITION FOR PROBATE and GRANT OF LETTERS ~ 1- 0 J- 'I~5-- No. To: Deceased. Register of Wills for the County of CUM:BERI.AND in the Commonwealth of Pennsylvania Social Security No. l.bl.-jU-li.4':j The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut in the last will of the above decedent, dated July 21 and codicil(s) dated ors named , 19~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in CUMBERLAND. . County.. Pennsylvania, with h ER last family or principal residence at 38 Southslde Drl ve, NeWVllle, Pennsylvania, (list street, number and muncipality) Decendent, then ~_ years of age, died April 12, 2001 , 19 at Cumberland Countv, Pennsylvania Except as follows, decedent did not marry, was not <;iivorced and did not have a child born or adopted after execU[ion of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent:. n/a Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 5,000.00 (If not domicil~d in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ 0 00 Value of real estate in Pennsylvania $ L:J,UU . situated as follows: 38 Southside Drive, Newville, CUmberland County, PA; M~t1 i ~()n. tv-j s:;consin WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testam:mtary theron. (testamentary; administration c.I.a.; administration d.b.n.c.t.a.) oJ' "oJ ~ ::i .~Z CJ ... ~~ ""j~ c-= :':1-= 7i. ~.~ /l 1 L~~~/77~L- /.0 ~t-t-~ T ~nf~, ['.r:lrlisle. PA (/) ~7 >f~2/? &~t:c1~~ ;:7 Joan Anderson R. D. 2, Pox 304, Iandisburg, PA ~ KIJ1J~lC/}- Don Kovacs 379 Wilson Street, CarliSle, PA :;:n ;j OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I ",., COUNTY OF CUMBERLAND J ~~ 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- rative(s) of rhe above decedent petitioner(s) will well an-4 truly administer the estate according to law. Sworn .ro or affirmed and su. bscribed { ff:! zE;;;A ~ be(ore me this J ltt day of :, ane cer ~ ~a't ~"It, UUr-v-- ~ '7'r)r.l.' . - 'I <. LV,( . t? 0 .:J.{C-'J'1 ,/ Joan AnderSOn - ~ / & - .t ~- ~ / - ,gist,' =J>I1" ~/J-- ~ Don Kovacs N 21-01-485 o. Estate of BETrY JANE DEITZEL , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MAY 17, 1-9 2001, 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 July 21, 1997 described therein be admitted to probate and filed of record as the last will of BErI'Y JANE DEITZEL and Letters ~sr;m'lPn+-;:ny are hereby granted to .TANRr SP~ ,TOAN ANn"RRSOT\l ~ mN KOVArs ~(J. //~~~ fUA-. t!h :;Ci/:UuJU,t,7<y. Register of Wills FEES Probate, Letters, Etc. ......... $ 60.00 Short Certificates( 5) . . . . . . . . .. $ 15.00 ~~ ~~:r.~.r9.~.~... $ 12.00 JCP $ 5.00 TOTAL_$ 92.00 Filed .~.Y:. t? ~. .~Q9.1. . . . . . . . . . . . . . . . . . . . Carol J. Lindsay, Esq. 44693 AITORNEY (Sup. Ct. I.D. No.) 26 West High Street, Carlisle, PA 17013 ADDRESS (117) 243-6222 PHONE -h ~. is to certify that the information here given is correctly copied fron: an original ce~rtit1cate of death du!~ tIled with me as R. 'TI ".1 certificate will be forwarded to the Srare Vital Records Office for permanent hlmg. eglsrrar. 1e ongllla . ;)', WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~~ d,~'~~'\\ OF pl;;'~. \I~\..l"/......----...;. f(4'-- l\I~// ~~~ 1 ~~".. .... \~~ f.~::tEI ,', \~ ~ (~f:)i -. ~': )-~ ~u\ ,'f'lii _-~~ .... \ - , .- '. " \ \ * I\--F'~%~ . - ~/ *! ~~ ~'" /~\\\ "\. ~::--..- /<..~\\\ -<!'?I~I------~y' ~'\,IIII\\ '-:",,,'" EN1 \\ ,.,11 ..,"'''~ )L~. ~eu.-~~ Local Registrar Fee for [his cenitlca[e. $2.00 P 7248246 APR 1 6 2001 Date Hl05.144 Rev. 1/91 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) ~PRINT IN ~ANENT CKINK UNDER 1 DAY Hours Minutes Deitzel OnE OF BIRTH (Month. Day. Year) SEX 2Female STIlTE FilE NUMBER SOCIAL SECURITY NUMBER 3. DATE OF DEATH (Month. Day. Year) ~ April 12, 2001 J BIRTHPLACE (City ana Slate or Foreiq,n Country) rv1anhe~m, Pa g'~ify}D RACE. Americsn Indian, BlaCk, White, ete (SpecifYWhi te SURVIVING SPOUSE (It wife, give majden name) Penn twp city/bora Newark, Del. 1 DATE PRONOUNCED DEAD (Monlh, Day, Year) 24. 11: 21 A M, 25. April 12, 2001 27. PART I: Enter the dise.ses, injuries or com~tcationswhtch caused: the death. 00 not entef the mode oi dying, such as cardiac or respiratory arrest, shock or hean failure. list onty one cause on .ach line. 23b, 23c. WAS CASE REFERRED 10 MEDIClll EXAMINER/CORONER? Yes~ NoD H ertensive Cardiovascular Disease DUE 10 (OR AS A CONSE~UENCE 0/')- 28. :~roxim8te llnterval between i onset and death PART/I: Other significant conditions contributing to death, but nol resulting in Ihe underlying cause given in PART l. DUE 10 (OA AS A CONSE~UENCE OF): DUE TO (OA AS A CONSEQUENCE OF); d. WERE AUlOPSY FINDINGS MANNER OF DEATH AVAILABlE PRIOR 10 COMPLETION OF CAUSE OF DEATH? N8Iural DATE OF INJURY (Month. Day. Year) TIME OF INJURY 30e. INJURY AT WORK? Yes 0 No 0 Accident ~ Homicide 0 D Pending Inv8sttgatiOn 0 D Could nol be delermined 0 Ye5 2... 21b. CERTIFIER (Check only one) 'CERTlfYING PHYSICIAN (PhYSICian certifying cause 01 death when anoth", pl\y$iCl8n has pronourced Oeath ana completed It8/O 23) To the beet of my knowtedge, d..thoccurredduetotMcau.e(I).ndmanner...tated.......................................... Suicide 29. 308. 3Ob. M. PLACE OF INJURY. At home, farm, 51 reel. factory, office building, ate. (Specify) 30e. D Coroner 'PRONOUNCING AND CERTIFYING PHYSICIAN (PhYSIC.an both pronounc.ng Oealh aOO cerl"Ylng to cause 01 Ooath) To the best of my knowJedg.. death oecurntd at tM Ume, date, and place, and due to the cau'.(I) and mann., a. ,"ted.. . . . . . . . . . . . . . . . . DATE SIGrpfn Dr~rl 2001 o 31., 31d, ~1~~~~~~Y~~~~~i~tOF }fr~'t~~'lCOr;ETW J~~i ~ ~~orone r 6375 Basehore Road, Suite #1 Mechanicsburg, Pa. 17050 ~ 'MEDICAL EXAMINER/CORONER On '''' bule oleumlnellon andlor Inv..lIg.llon, In my opinion, death occurreel allhe lime, dlle, Ind pllee, Ind due 10 Ihe cauee(e) and manneraeatateel................................................................................................. . 31a. REGISTRAR'S SIGNATURE AND~R _, ". ("'. _ _Ct\. J ~\"1 ~~~ ~\I~\IOI 32. DATE FILED (Monlh, Day, Year) p. . ~ tIC, O).CO t 34. 21-01-485 REGISTER OF WILLS OF rrlMRlmTA~m COUNTY OATH OF SUBSCRIBING WITNESS JOAN W. ANDERSON codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that she was present and saw BETI'Y J. DEITZEL the testat rix , sign the same and that she signed as a witness at the request of testa'.~ in her presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). .SweI:.u.J,o or affirmed and subscribed before me this / I t;1.. day of i-ffJ~ . wdm I W'.t9~e. ~ fJhL.L'.d.~~ Q~~aZt ' , Register r4/f' !1/ ad L;;M-or<- an W. Anderso~ame) R. D. 2, Box 304, Landisburq, PA 17040 (Address) (Name) (Address) REGISTER OF WILLS OF COU:~TY OATH OF NON-SUBSCRIBING WITNESS e,~eto, (each) being duly quali~!~d/~ccording to law t depose(s) and say(s) that ""'" " familiar with the signature of """ codicil testat_ of (one of th~"subscribing. . witnesses to) the will presented herewith and ''... codicil that "",,- believes the signature on the will is in the handwriting of "'-., ",\ to the best of Sworn to or affirmed ~d subscribed before ../~ me this // day of 19_ Register .<"./' / ~/ /~. ~..../'/ /' (Name) (Address) (Name) (Address) 21-01-485 REGiSTER OF WILLS OF CoriNTY \ / \\ OATH OF SUBSCRIBING WITNESS// \'\ '"codicil (each) a subscribing witness to the "~ill presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat , sign the same and that signed as a witness at the request of testat in h presence and, (in t~e presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this . day of '19_ (Name) / Register (Addr~ '~ (Name) (Address) REGISTER OF WILLS OF c:rlMR~T ANn COUNTY OATH OF NON-SUBSCRIBING WITNESS JOSEPH D. BUCKLEY, ESQUIRE testatrix of (one of the subscribing witnesses to) the (each) a subscriber hereto, (each) being duly qualified according to law. depose(s) and say(s) that he is familiar with the signature of BE'ITY J. DEITZEL codicil will presented herewith-. and codicil believes the signature on the will is in the handwriting of he that to the best of his (Name) (Address) . . ' . UlW/ -, ~ cd~~ . . .. l5~1 du~~_~ , ~6-J~~ f!lO;= CM0 Ii' tJ.- -AlO- .' '. .J ~yV ~', ~;v kt7UZR-/A-J U~ ..' ~ t4~s 1'~ ~. )t/Jii::!:~l u~ - p~ . '~h P;S@ ~ 4Pi ~.' J Jf-J~ .~t+:;LlU2 ~ Ie, . ;:J,.ro ~J".-1.auJJ..J!L.L " C/~-1.0 {~-e:~ .L-7iili/\- ~1Vl(.:O-t~V-Cr (U:.Lj-,. j/~O::3:1JIOT~ ~Lti~~ ~ ~/()..o-v-o d&-~ jd.--L~-PSE,q /' 66JCJ<X) ~<4- ~2~ ) 0) IJOZ) f/'O--/YL /\ I II a. . ". 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J '-- :77 ~ - CERTIFICATION OF NOTICE UNDER RULE 5.6(g} Name of Decedent: BETTY JANE DEITZEL Estate No.: APRIL 12,2001 21-01 - 0485 Date of Death: To the Register: I certify that notice of the beneficial interest estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on August 6, 2001. Name Sandy Beachler 14 Riverdale Avenue New Providence, PA 17560 Amy Bradley c/o Frank Bradley 359 West Chestnut Hill Road Newark, DE 19713 George Bradley 9 Darvey Road Newark, DE 19711 Jennifer Montgomery 501 Brighton Road Wilmington, DE 19809 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Signature: Date: Augu~7,2001 SAIDIS, SHUFF, FLOW Name Address Carol J. Lindsay, Esquire 26 West High Street Carlisle, PA 17013 Telephone (717) 243-6222 Capacity: _ Personal Representative -L Counsel for Personal Representative ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(g} Name of Decedent: BETTY JANE DEITZEL Date of Death: APRIL 12, 2001 Estate No.: 21-01 - 0485 To the Register: I certify that notice of the beneficial interest estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on August 2, 2001. Name Rhonda Dallmeyer c/o Donna Turner 133 West Maple Street York, PA 17403 Joel Nievas c/o Kristen Friedman Lebanon Children and Youth Services Municipal Building, Room 401 400 South 8th Street Lebanon,PA 17042 Sharon Cassel 135 Oakhill Road Carlisle, PA 17013 Joseph Finkey 1350 Hanover Street Molly Pitcher Hotel Carlisle, PA 17013 Theresa Grobaker P. O. Box 265 Jellico, TN 37762 t' Sharon Hershey 848 Black Gap Road Fayetteville, PA 17222 Elizabeth Ingle P. O. Box 47 Wind Ridge, PA 15380 Frank Bradley 359 West Chestnut Hill Road Newark, DE 19713 Wanda McMannus 36 Souths ide Drive Newville, PA 17241 Darlene Failor Michelle Failor 458 Stonehouse Road Carlisle, PA 17013 Phillys Sennett 1228 Centerville Road Newville, PA 17241 Ms. Janet Spencer Mr. Doug Spencer 20 Watts Lane Carlisle, PA 17013 Jeanne Kulp Metzger 221 Clay Street West Fairview, PA 17025 Jonne Stottler Butt 858 West Louther Street Carlisle, PA 17013 Laurie Sheaffer 65 West Louther Street, Apt. 3A Carlisle, PA 17013 Heather Pyles Thomas 91 Paradise Homes Thomasville, PA 17364 Tamara Varner 22 Deadend Lane Shippensburg, PA 17257 Melissa Witter P. O. Box 463 Shermans Dale, PA 17090 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: August 2, 2001 Capacity: Signature: Name Carol J. Lindsay, Esquire Address 26 West High Street Carlisle, PA 17013 Telephone (717) 243-6222 _ Personal Representative --L Counsel for Personal Representative J IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF BETTY J DEITZEL , Deceased No. 21-2001-485 of 2001 To the Clerk of the Orphans' Court: Enter the claim of CAPITAL ONE Acct. 4121741483136854 In the amount of $312.38 , against the above entitled estate. The decedent, who resided at 38 SOUTHSIDE DR, , NEWVILLE PA 17241 died on 04/12/2001 . Written notice of said claim was given to ,if known to claimant, at (Personal Representative or counsel) on June 11, 2001 (Date) ~~~ (Claimant) u (J Address: 5330 East Main Street, Suite 200 Columbus, Ohio 43213 Claimant's Counsel Address ....... @ \ r:f) ~ ~ .- ~ ('l ~ u ..q (.l.:l 6 0 00 ~ .5 <C ~ - .- z ~ 0 If) u 00 "<:t ....J ~ I 0 .- ~ >---I 0 ~ ~ 0 0 ('l N E-" U .B I r-\ .- ~ r:f) N 0 ,.J .....r -.. U r.f) >' ~ 0\ ~ .~ ~ 6 t3 ';B t- ",....... ~ tj) z co ~ I .- ~ ~ ~ 0 .- t- o ~ . .-. ~ ",....... .- ':) If) t- g: 0 ~ t- oo Cd U ~ '-"" tH ....... r:f) '-"" r:f) ~ z r.f) ~ 8 """"" B r:f) ~ z ........ b >- Po. ~ 0 0 ~ ~ ~ ~ ~ ~ 0 ~ ~ p.. E-" r.f) c.u ....4 U --------------- ',. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF BETTY J DEITZEL , Deceased No. 21-2001-485 of 2001 To the Clerk of the Orphans' Court: Enter the claim of CAPITAL ONE Acc:t. 4121741600533728 In the amount of $1,457.90 , against the above entitled estate. The decedent, who resided at 38 SOUTHSIDE DR, , NEWVILLE PA 17241 died on 04/12/2001 . Written notice of said claim was given to ,if known to claimant, at (Personal Representative or counsel) on June 11, 2001 (Date) fWn~/fvl>tUf{/ (Claimant) J J Address: 5330 East Main Street, Suite 200 Columbus, Ohio 43213 Claimant's Counsel Address 0 P:.J CI) <r: ("') P:.J N U ("') CLl ~ Cl ~ 0 rI) " !i ;:j ..0 S ~ 0 ;:j '-n ....:J '0 Z 00 U "1" ES I ~ ....... 0'" 0 P:.J ~ 0 N ~ ~ 0 N t-; N I ~ ~ U OJ j:.r.;J ~ ...... N 0 ~ CI) ~ U -- r:/J ;.... s::: E-< .~ ~ 0 E--< ::8 ("') j:.r.;J t"-- Z ("') --. !Xl t:r.i OJ I :0 E--< """ 5 0 ....... m ("') t"-- .~ ("') --. ~ 0 '-n t"-- U ~ t"-- 00 r:/J '-' 4-; Z r:/J V .~ Z r/] 8 :r: u.... r:/J ;) ~ (:l., 0 ~ ~.... 0 >< ~ P:.J Q f-i 0 E- <r: Cl tc E--< ~ ~ <C 0-; <C E--< r:/J < UJ ~ U In Re: Estate of Betty Jane Deitzel, a/k/ a Betty Deitzel : Court of Common Pleas of Cumberland : County, Pennsylvania, Orphans Court : Division : Estate No. 21-01-485 CLAIM AGAINST ESTATE Northeastern Home Improvements of Harrisburg, Inc., 125 N. Enola Dr., Suite 106, Enola, PA 17025, entered into a contract with Betty Jane Deitzel on or about May 3, 2000 for home improvement services. The decedent requested further services and remodeling improvements to her home, which caused the original contract to be changed. The original contract price or prices totaled the sum of $36,829, the requested changes cost $13,872 for an adjusted contract price of $50,701. After application of credits, an unpaid balance owed by decedent to Northeastern Home Improvements of Harrisburg, Inc., is $19,464.00, as shown on the attached statement to decedent dated 7/13/01. This sum remains and continues to remain unpaid and is due and owing from decedent and her Estate to the claimant. ,.... I RESPECTFULLY SUBMITTED, RUPP AND ME<<<lE /' /// r.r"j ....,... : p // B/ c~ < l . -' A":. ("., ...,..;" ~"... Ric a C. Rupp, Esquire Attorneys for Northeastern Home Improvements of Harrisburg, Inc. Supreme Court 10 # 34832 355 N. 21 sf Street, Suite 205 Camp Hill, PA 17011 (717) 761-3459 Date: 1 L q Ic; )- 'I . / -' ~ CERTIFICATE OF SERVICE I, Lindsay I. Nail, do hereby certify that the foregoing document was served on the person named below by hand delivery and by placing the same in the United States Mail, Certified, First Class, Postage Prepaid on the date stated below. Carol J. Lindsay, Esquire 26 W. High St. Carlisle, PA 17013 Dated: L/ fr /Oe Lindsay I. Nail ROM ~u-pp &. Me i k 1 e FRX NO, 730 0214 Rpr", 09 2002 0,;? : 50PM P2 Northeastern Home Improvement ofHanisburg, Inc. 125 North Enota Drive Suite 106 Enola P A 17025 Statement E:_7;~;> ] ITO:--' ---' ._~ "'--"._-"'~, rBettyDci~ct._n.._' -.. ---.- 3tiI Sootluide Dri v~ I N~ilIe., P ^ 1724l I I L_._.._......_,__...._....___. __. ~l=:-+-u.;im rocward I 01101/2001 I iNv *BOt-6.A I 01/0212001 . PMT N5010 0111912001 ; PMT t 177170 01119/2001 I PMT il5027 T~ANSACnoN r - --AijO'UNT OUE . j.... AMOUNT'ENC. . I r-.'St9.464~~-~'r--~ - --1 ---. - .--" ----. ..---. . -_.~.. . ..-.-.. .-. .- i AMOUNT BALANCE: -.--t .-- --. --+-------.,00-1 12.026.0{) I ~2.o26.()() I ..4 JXXl.OO 28,02600 .S,lni.OO 20.02.6.00 .S62.QO 19.40400 I J L,- j'-ri:30 rSi.Ys PAST'-r~O OAVSPAST': 61-00 OAYSPAsT-: -- OVER 90 t:iA;" - AM'o;:;;;:-D~;;--1 CURR.EN. .T' DUE '. ..._.plJ~_. -+.... ..~_.,_~..~_....._~~AS...I~~...J._._......_..- I -".' . -" ..-- ......-... ........L- I I I ~-_ ooo'~__l.___O,(K~_-_l,_-~OO_-"---, 000 ____, ~___19,~.(K1 __-' SI9.~.OO ,J _~~~I~ ~~_e~_J~~ rC'^a... /6 ~;;:<3/-b ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 *' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-1547 EX AFP (01-03) ReC'c:n 05-19-2003 DEITZEL 04-12-2001 21 01-0485 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN R- c.,.U .. ~- J BETTY .03 f'lP.Y 23 Ala :27 CAROL J LINDSAY SAIDIS ETAL 26 W HIGH ST CARLISLE Allount Rellitted (;~ 8 (k Cwnbu; ;cJ!,_" PA 17013-0660 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REv=is4j-Ex-AFP-ffff=o31--NoficE--oF-YNHEififANci-YAitAPPRAisEMEN:r,--ALI"OWAifci-cfi------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DEITZEL BETTY J FILE NO. 21 01-0485 ACN 101 DATE 05-19-2003 CHANGED TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) &. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets 73.497.27 .00 .00 .00 10.558.27 .00 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. (1) (2) (3) (4) (S) (&) (7) 84,055.54 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 22,372.50 (9) (10) 85.199.42 (11) (12) (13) (14) 107.571 92 23,516.38- .00 23,516.38- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (lS) 1&. Allount of Line 14 taxable at Lineal/Class A rate (1&) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 .00 .00 .00 .00 .00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (19)= r'ATnI:NI 1(1:l,;1:~r'1 (+J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST 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 FORH FOR INSTRUCTIONS.) . IF PAID AFTER DATE INDICATED 1 SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I c OlL--' STATUS REPORT UNDER RULE 6.12 ----::> Name of Decedent: -tJCT\L1 j A-U ~?--_ (,7- '2-L Date of Death: t/: / Z ~ Q I Will No.: \,>)06 / (j{) (12S-- Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether ad~~ation of the estate is complete: Yes 0 No l..::f 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: /AJ lorlh /u -3 H7~ ,..J/H S 3. If the answer to No.1 is Yes, state the following: r1 /;1- a. Did the personal representative file a final account with the Court? Yes 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: Lf!ot_~ Signature (! rM'vc- (_ L / moo 5~Y; is')) Name d~ LJJ~S -; ,fht;.?fI ,S71?-EE;; We/5ell (A- Address I" 7(() d '-15 ~&2 2-c Telephone No. Capacity: 0 Personal Representative ~sel for personal representative ~ Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 T', Da t e : 3/10/2003 JANET SPENCER 20 WATTS LANE CARLISLE, PA 17013 RE: Estate of DEITZEL BETTY JANE File Number: 2001-00485 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.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 4/12/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: ./ File Counsel Judge ~T' -, REV.l>OOEXI&DOI '* COMMONWEALTH OF PENNSYlVANIA . ~ DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17126-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT I (y - J31 - ~ REV-1500 FILE NUMBER 21 - 01 04 85 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (lAST, FIRST AND MIDDLE INITIAL) f- Z W o W () W o DE1TZEL, BETTY JANE DATE OF DEATH MM--DD--YEAR) SOCIAL SECURITY NUMBER 161 30 - 7249 DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS 4-12-01 05-02-36 (IF APPLJCABlE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) W f- oe1i - w - u 0~S " m " < SOCIAL SECURITY NUMBER N/A ~1.0riginaIReturn D4limitedEslate C8J 6. Decedent Died Testate (Attach COpj of Will) D9.litigaIiOnproceedSReCej~ed D2.suPPlementalReturn D 4a. Future Interest Compromise (date of death aflB! 12.1H21 D 7. Decedent Maintained a li~ing Trust attach a copy 01 Trust) D 1 O. Spousal Po~erty Credit (dale al ~""11l ~elween 12.31.91 ij~d 1-1-95) D 3. Remainder Return (dale 01 dealhprlOr to 12-13_821 DS.FederalEstateTaxReturnReqUired 8. Tolal Numberof Safe Deposit Boxes D 11. Election to tax under Sec. 9113{A) allachschoo >- z w o z o " m w " " o u THIS SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO NAME COMPLETE MAILING ADDRESS Carol J. Lindsay fiRM NAME '" "'''''J'' Saldis, Shut!, 1'lower & Lindsay TELEPHONE NUMBER 717-243-6222 26 West High Street, Carlisle, PA 17013 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) z o f= <( ...J ~ l- ll. <( (j w It 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vi~os Transfers & Miscellaneous Non-Probale Properly (Schedule G orl) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus line 11) (1) 73497.27 (2) 0.00 (3) 0.00 (4) 0.00 (5) 10558.27 (6) (7) 0.00 [8) 84055.54 [9) 22372.50 (10) 85199.42 [II) 107571.92 (12) (23,516.38) (13) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14 Net Value Subjecllo Tax (Line 12 minus line 13) [14) 00.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0.00 o z o I- <( I- :J Il. :;; o u >< <( I- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of line 14 taxable at lineal rate 17. Amount 01 line 141axable at sibling rate 18. Amounl of Line 14 taxable at collateral rate 19. Tax Due ,,0 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < x.O_ (15) xo~ (16) n/a 0.00 0.00 x 12 (17) x.15 (18) 00.00 o [19) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: ~T~ET&D~ESb . 2 ou SIe Dve CITY N .11 I STATE PA I ZIP eWVl e Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2 Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Tolal Credits lA' B , C ) (2) 3. lnteresUPenalty if applicable D.lnteresl E. Penally TotallnleresllPenally ( D , E ) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the lax due, (5A) 0.00 B. Enter Ihe lolal o!Line 5' 5A. This is the BALANCE DUE. (513) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No ~ ~ ~ . Did decedent make a transfer and: 8. retain the use or income of the property transferred; _ _ _ _ _ _ _ _ _ _ _ _ _ _ b. relain the right to designate who shall use the property transferred or its income; _ _ _ _ c. retain a reversionary interest; or_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ d. receive the promise for life of either payments, benefits or care? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Cl 3. Did decedent own an "in trust for"&ayable upon death bank account or security at his or her death? _ U 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? _ _ _ _ ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ _ _ _ . 0 Yes _____uuuu_____ 0 ________uu 0 B ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Un(jer penalties 01 perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and beliel, it is true, correct and complete. Oeclaration 01 prepa/erother than the personal reprenntativei sbasGdonallinlormationolwhichprGparGrhasanyknowledlle. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Joan Anderson ADDRESS R. D. 2, Landisbur , PA 17040 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS 26 West High Street, Carlisle. P A 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 to the use of the surviving spouse is 3% [72 P.S. 19116 (a)(1.1) (I)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (Ii)]. The statute does not exemot 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 lax 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 RS. 99116(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 RS. ~9116(1.2) [72 RS. 99116(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. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has atleasl one parent in common with the decedent, whether by blood or adoption. REV_15D2FX """"w COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Betty Jane Dietzel 21-01-0485 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 wiiling seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts_ Real property which is jointly-owned with right of survivorshin must be disclosed on Schedule F. ITEM NUMBER I. FILE NUMBER DESCRIPTION 38 Southside Drive, Newville, Pennsylvania (Sale proceeds - see attached HUD-I) VALUE AT DATE OF DEATH 73497.27 TOTAL (Also enter on line 1, Recapitulation) :I' 73497.27 (If more space is needed, insert additional sheets of the same size) "',."''''.,,.,,''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER All properly jointly-owned with right of survivorship must be disclosed on Schedule F ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH I. TOTAL (Also enter on line 2, Recapitulation) (If more space IS needed, inse- additional sheets of the same size) > """0"""'''"'1. COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP or SOlE.PROPRIETORSHIP ESTATE OF FILE NUMBER Schedule C-1 orC-2 (Including all supporting information) muslbe attached for each closely-held corporation/partnership interest oflhe decedent, otherlhan a sole-proprietorship. See inslructions forlhe supporling informalion to be submitted for sole-proprietorships ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 3, Recapitulation) (If more space IS needed, Insert additIOnal sheets of the same size) .'"'''"..,,''''''. COMMONWEALTH OF PENNSYLVM-IIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE OF DEATH TOTAL (Also enter on line 4, Recapitulation) (If more space is needed, insert additional sheets of the same size) ""."",,.,'-""". COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIOENTOECEDENT . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Betty Jane Dietzel FILE NUMBER 21-01-0485 Include the proceeds of litigation and the dale the proceeds were received by the eslate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Personalty in home- see attached appraisal VALUE AT DATE OF DEATH 4,424.00 2. Farmers National Bank - Account No. 031309835 - close out 5,134.27 3 1974 Plymouth - sold to 3rd party (Title - 47135481002) Net proceeds 1,000.00 TOTAL (Also enter on line 5, Recapitulation) $ 11,342.23 (If more space IS needed,lnsert additional sheelsoflhe same size) '''''''''''''"''1'1. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE5IDENTDECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FilE NUMBER If an assel was made joint within one year of the decedent s date of death, it must be reported on Schedule G, SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A B, c JOINTl Y.OWNED PROPERTY: LEmR DATE DESCRIPTION OF PROPERTY %OF DATE OF DElI TH ITEM FOR JOINT MADE Include nama offinancJal institution and bank account numberors imilaridentifyingnumber DATE OF DEATH DEeDS VALUE OF NUMBER TENANT JOINT Attach deed forjointly-held real estete VAlUE OF ASSET INTEREST DECEDENTS INTEREST I. A, TOTAL (Also enter on line 6, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same size) ""."''''H'''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER This schedule must be completed and filed if the answerlo any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes DESCRIPTION OF PROPERTY % OF DECO S ITEM INCLUDE THE NAI.lE OF THE TRANSFEREf THEIR RELATIONSHIP TO OECEOE NT AND TlfE DATE OF TRANSFER. DATE OF DEATH INTEREST EXCLUSION TAXABLE VALUE ATHCH A COPV QF THE DEED fOR REAL ESTAE N"'''CO VALUE OF ASSET IF APPLlCA5LEI I 1 TOTAL (Also enter on line 7, Recapitulation) . (If more space IS needed, Insert additional sheets of the same size) ''"''''''''''''11''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Betty Jane Dietzel FILE NUMBER 21-01-0485 Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: I. Ewing Bros. Funeral Home $ 1293.00 B. ADMINISTRATIVE COSTS: I. Personal Representative 5 Commissions 500.00 estimate Name of Personal Representative (s) Don Kovacs, Joan Anderson, Janet Spencer Social Security Number(s) I EIN Number of Personal Representative(s) SlreelAddress City Slale Zip Year(s) Commission Paid: ,000.00 2 Allom,y Fees ISSFL - 26 West High SllTeet, Carlisle, P A 17013 (see attached) I 3. Family Exemption: (if decedents address is rlOt the same as claimant $, atlachexplanalion) Claimant nla SlreetAddress City State Zip 2.00 Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant s Fees f'5.00 0.00 6. Tax Return Preparers Fees 90.00 Register of Wills - Cumberland COlUlty, PA - Filing Fee 80.00 Roy D. Gottshall- Appraisal of personal property 20.00 7 Michelle Failor - Care for animals 55.00 Darlene Failor - Cleaning at Southside Drive, Newville, Pa (Dec'd residence) 150.00 Phyllis Bennett - Cleaning at Dec'd Residence 00.00 Wanda McManus - Cleaning at Dec'd Residence ROll Kuhn - Brush hauling at Dec'd residence 50.00 Frank Bradley - Materials for repairs at Dec'd residence 928.01 Larry Foote - Real Estate appraisal 41.00 Cullen Weston - Wisconsin legal counsel - see attached Newville Ambulance Service 27.50 WSI - Waste Management - Dumpster 190.80 Steve Meredith - Clear brush from property 2.55 Janet Spencer - Reimbursement for estate expense 192.85 WSI - Harrisburg Hauling - trash removal JanetSpellcer-reimbursementestateexpenses 26.26 PPL Utility 38.53 TOTAL (Also enter on line 9, Recapitulation) $ 22372.50 (If more space is needed, insert additional sheets of the same size) ","",m""",,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF Betty Jane Dietzel FILE NUMBER 21-01-0485 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION Franklin County Teacliers Credit Union - Loan #20070 Wells Fargo - Loan #4183425 Real Estate Commission on Sale Abstract Co. - Sale of property Realty Transfer Tax PPL - Utility Bill Kuhn Conuuunications - Acct #01-00332 Spring -7174864974 918 Sears - 0362243293832 Lane Bryant - 744662560 Farrell Veterinary Clinic - 14277 Carlisle Small Animal Clinic Vet Center Waste Management - regular hauling - pre-death Northeastern Home Improvements Capital One AMOUNT 34526.92 23030.08 4380.00 31.00 730.00 538.53 44.44 247.79 64.40 26.49 75.60 209.71 60.18 19464.00 1770.28 TOTAL (Also enter on line 10, Recapitulation) $ 85199.42 (If more space IS needed, Insert additional sheets of the same size) R"""''''''''"''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE D!STRIBUTIONS (include outright spousal distributions) I See attached list ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET 11. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE I. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space IS needed, Insert additional sheets oflhe same size) Sandy Beachler 14 Riverdale Avenue New Providence, PA 17560 George Bradley 9 Darvey Road Newark, DE 19711 Amy Bradley c/o Frank Bradley 359 West Chestnut Hill Road Newark, DE 19713 Jennifer Montgomery 501 Brighton Road Wilmington, DE 19809 Rhonda Dallmeyer c/o Donna Turner 133 West Maple Street York, PA 17403 Joel Nievas c/o Kristen Friedman Lebanon Children and Youth Services Municipal Building, Room 401 400 South 8th Street Lebanon, PA 17042 Sharon Cassel 135 Oakhill Road Carlisle, PA 17013 Joseph Finkey 1350 Hanover Street Molly Pitcher Hotel Carlisle, PA 17013 Theresa Grobaker P. O. Box 265 Jellico, TN 37762 Sharon Hershey 848 Black Gap Road Fayetteville, PA 17222 Elizabeth Ingle P. O. Box 47 Wind Ridge, PA 15380 Frank Bradley 359 West Chestnut Hill Road Newark, DE 19713 Wanda McMannus 36 Southside Drive Newville, PA 17241 Darlene Failor Michelle Failor 458 Stonehouse Road Carlisle, PA 17013 Phillys Sennett 1228 Centerville Road Newville, PA 17241 Ms. Janet Spencer Mr. Doug Spencer 20 Watts Lane Carlisle, PA 17013 Jeanne Kulp Metzger 221 Clay Street West Fairview, PA 17025 Jonne Stottler Butt 858 West Louther Street Carlisle, PA 17013 Laurie Sheaffer 65 West Louther Street, Apt. 3A Carlisle, PA 17013 Heather Pyles Thomas 91 Paradise Homes Thomasville, PA 17364 Tamara Varner 22 Deadend Lane Shippensburg, PA 17257 Melissa Witter P. O. Box 463 Shermans Dale, PA 17090 , Cl2 I' i!1~ ' -J I 17 - -.1-/.- Jt !!! ... U.q. 'tYf2),-~-~- . _____. ..... ~~6 ~JZ,--~-- '.' J- ia7:LJ-!"1'~CLocl &.. !997~~----.---- I:~ ~~_-- - t~~-7~"Sl=-~ - __ :!j__tL - -.--L~7~~. ...______..~. .~ta;nv kJblzLC4JU~,._________ ~ - -_~~~{Jf~ i-JJ ",dL'__m~~ -- i UIJ/'l9~-.Ln,cfJL.-'- . I!~,"M_ r-1 n. 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'7'/, .4/d;;;'f!A!4~-ay, 1\;', {J"~~~.MJC/.. rD 2. tf8.,-r~}0 f '-'f . ,'/". .,Ll d I,_, L^<l(t-~f,"''11 ,1')(1 ;71 Y' d - I A. 'Settlement Statement US. Department of Housing B. Tvne 01 Loan and Urban Develoomenl OMBNo.2502-0265 l. Dr:HA , OFmllA 3. OConv_ Unins J 6. File Nlllnber 17 LonnNul1lber !SMortgagelllSlIl'allcecaseNumber 4. nVA 5 OCOIlV.!IlS. ACCC-1989 C. Note: IS arm IS urn, e 0 g've you a S il amen 0 at oa 5e emen eM S. moon spa' 0 an y ,e sa ~me" agen ara s own Ilemsmarked "(p.o,cT were paid ou,"lde Ihe closing; lI,ey.re sh""",hel erorlnro,mallonpufpo'e5Bndarenot'ndud!!d.'nl~elolals WARNING; III. a c~me 10 knowingly ma~" false slalemenls 10 the Unlled Slale. all IhlS or any D1I1"r smlar torm. Penallles upon [Onvic~on can Includ.a ron. andlmpnsonrrnmL For dela,I, see; Tille 10 U. S. Code Secllon 1001 and Secl,oPl WID o NAME OF 130RRQWER Dustin T. Chestnut and Tammy J. Cres[a ADDRESS E. NAME OF SELLER Estate of Betty Jane Deitzel ADDRESS F, NAME OF LENDER Washington Saving Bank ADDRESS' 4201 Mitchellville Road, Suite 300, Bowie MD 20716 G. PROPERTY ADDRESS: kJa 38 Soulhside Drive Penn Township H. SETTLEMENT AGENT: Abstracting Company of Franklin County, Telephone: 7] 7-267"2119 Fax: 717-267-3910 PLACE OF SETILEMENT: 37 South Main Street, Suite 101, Chombel'sbmg, PA 17201 I. SETILEMENT DATE 12/1712001 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER: '" COlllraclsalesnrice 73,000.00 '" Conlraclsalesnrice 73,000. 00 ", Personal Pro ert '" PersonalPronert" 103. Settlemenlcharnesloborrower line 1400\ 3,300.44 403 104 404 105 40S Adiuslmentsforllemsoaidbvsellerinadvance Adi~s\ments lorilems oald bv seller in advance ", CII"llownlaxes '" Cit Ilownlaxes '" Counl taxes 12/17/01(012/31/01 6.42 '" Counl"laxes 12/17/011012/31/01 6.42 ", School Taxes 12/17/011006/30/02 490.85 "S School Taxes 12/17/011006/30/02 490.85 109. '" 110 410 111 411. '" 412. 120. GROSS AMOUNT DUE FROM BORROWER 76,797.71 420 GROSS AMOUNT DUE TO SELLER' 73,497.27 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER '01 DenosilorearneslmonBv 1,000.00 5" Excess Denosillseeinslructlons' '" Princinalamountofnewloan's 69,350.00 SO, SelllBmenlchar Bsloseller line 1400\ 5,141.00 203 Exlslinnloanls\lakensubiBCI10 5" ExiSlinnlOB~akenSubiectto '" 504 Pa"ofL20070-53 34,526.92 Franklin County Teachers Credi 205 S05 Pavofl of Second Mortnane Loan 206. 50s '07 507 20' 508 'OS 50s Adlustmenlsforitems unnaidbvseller Ad'uslmenlsforilemsunoaidbvseller '" Cil"/lownlaxes I 510 Cilllownlaxes 211 Counlylaxes 1- 511 Countvtaxes '" School Taxes 5t2 School Taxes 213 '" 214. 514 215. 515. 216, 515 217. m - 218 51' m 519. 220. TOTAL PAID BY/FOR BORRO' 70,350. 00 520 TOTAL REDUCTION AMOUNT DUE SELLER 39,667. 92 300. CASH AT SETTLEMENT FRDiI' 'R TO BORROWER 600 CASH AT SETTLEMENT TO OR FROM SELLER 301 Gross amounl due from borrower II~~ 120\ ' 76,797 .71 601 Grosii amounl due 10 seiler line420 73,497.27 302. Lessamounlsnaidbvlforborrower iine220' 70,350. 00 807 Less reduclion amounl due seller Iline 520 39,667.92 - 303 CASH FROM BORROWER 6,447.71 603 CASH TO SELLER 33,829.35 TilleExpreS5 Settlement S~,leln Printed 12/17/200] "I 15:)) REV.lIIID-1 (J/R('J . US DEPAP.,;rMENT or- HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT r-ile NUlnbe, Acce.] 989 PAGE2 -~.- L. SETTLEMENT CHARGES PAID FROM PAID FROM 700 TOTAL SALES/BROKER'S COMMISSION based on nrice $73,000. 00 @ 6.000 . 4,380.00 BORROWER'S SELLER'S Oivis;on of commission lllne 700) as lollows - FUNDS AT FUNDS AT 701. , 4,380.00 \0 Sailhamer Real Estate SETTLEMENT SETTLEMENT '" , \0 7" Comn,issionoaidatSettlement 4,380.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801 Loan Originelion Fee % '02 LOBnDiscounl % '" Appraisal Fee 004 CredilReporl 'DO Lender'slnsneclionFee 80' Mort a eA licalionFee 807 AssUlnptioflFee '08 UnderwrltifloFee to Washington Saving Bank LR 75.00 809. DocPren 10 Washington Saving Bank LR 250.00 ,W Tax Service Fee to Washington Saving Bank LR 85.00 '" FloodCerl to Washington Saving Bank LR 22.50 900 ITEMS REQUIRED lJY LENDER TO BE PAID IN ADVANCE '" inlerest From 12/17/200110 01/01/2002 ~, 13 .3000 Id, 15 Days LR 199.50 902. Mort a elnsurancePremlum tor \, 90' HazsrdlnsurancePremium for to State Farm (P.O.C. ) 279.00 Buyer 904. AnnllcalionFee \0 Washington saving Bank LR 350.00 905 Courier \0 FED EX LR 30.00 1000. RESERVES DEPOSITED WITH LENDER FOR 1001 Hazard Insurance 3 mO,frfl$ 23.25 1m, LR 69 .75 1002 Mort a elnsurance 2 mo""'$ 45.08 1m, LR 90. 16 1003 CltvProoertvTaxes mo,@$ Imo 101M Count PfOnertvTa~es 11 mo_""'$ 13.02 1m, LR 143.22 1005 School Taxes 7 mo@$ 76.17 1m' LR 533.19 1009 AooreoaleAnalvsisAdiuslmenl \0 Washington Saving Bank LR 236.13- 1100. TITLE CHARGES 1101 Satllemenlorclosinoree 1102 Abstraclor ~lle search 1103 Tilleexamillalion 1104 Tille illsurance binder 1105 DocumelllPreoaralion 1106 NolarvFees \0 Abstracting Company of Franklin County 10.00 1107 Allorlle'slees \0 poe (Includes above ilems No: 1 110a.Tillelnsurance 10 Abstracting Company of Franklin County 666.75 !lncludes..bovellemsNo ) 1109. Lender's Coveraoe $ 69,350.00 - 1110 Owner's Coverane $ 73,000.00 - 666.75 1111. End 100, End 300, End 900 10 Abstracting Company of Franklin County 150.00 1112 Courier 10 Abstracting Company of Franklin County 15.50 3l. 00 1113 Closin Serv;caltr 10 Abstracting Company of Franklin County 35.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201 RecordinaFeesDeedS25.50 ; Marlnane $ 57.50 ; Release $ 63.00 1202 CllylCounlylaxlslamps Deed$730.00 ; Mortqaqe $ 730.00 1203 SlaleTaxlslamos Oeed$730 .00 ; Mortnane$ 730.00 1204 1206 1300. ADDITIONAL SETTLEMENT CHARGES 1301 Surve 1302 Pesllnspeclion 1303 1304. 1305 1306 1307 130a 1400. TOTAL SETTLEMENT CHARGES (ellleronlinesl03,SeclionJand502,Seclionl<) 3,300.44 5,141.00 HUOCERTIFICATIONOFBUYERANOSELLER In"~;: ,~:~~'~~W~~":~~~~:;'~:r:~~[~a~~~~o:.'~~~;,~~~':c~:yn~r\~~h~~~"\ of.;~lrOr;:;:;I~~il~;~~,bol,el ,II; a Iruo and acourale .Ialemenl or all 'Oce pi, and dosburs~m~n's moOe on my .ocoun, or by me ~~~') ~,~~~:, ill ~Cj) /? '. .>~'~ b' 1 L Ji (1(', ,C "" ;f~..~~ . /' WARNING; IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS 10 THE 1J~~;w.rC~0~~E; iiNET~~~ ~~:~r~g~~~N~ Ffo~D~~~I~~T~~~ ~~R~ ~~NvrCTrON COOESECTlON 1001 MmSF.CTION 1010 " 11.EV [1lJD.1 (.lIH,",) :-Irktlwnr Sv.s[.~J1l I'rin(ed 11117/1001 ,,\ I):JI Deitzellnheritance Tax Return 1. Attorneys' fees and executors' commissions are estimated. Attorneys' fees are paid on an hourly basis. Executors, who are unrelated to the decedent, were required to do extensive work to prepare the estate for settlement. 2. HUD -1 attached to return. FIRST AND FINAL ACCOUNT OF JANET SPENCER, JOAN ANDERSON AND DON KOVACS, CO-EXECUTORS FOR THE ESTATE OF BETTY JANE DEITZEL NO. 2001- 0485 Date of Death: Date of Executor's Appointment: First Complete Advertisement of Grant of Letters: Accounting for the Period: 04-12-01 05-17-01 09-19-03 05-17-01through 01-31-04 Purpose of Account: Janet Spencer, Joan Anderson and Don Kovacs, Co-Executors, offer this account to acquaint interested parties with the transactions that have occurred during their administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Thomas E. Flower, Esquire Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 [7171 737-3405 Proposed Distribution to Beneficiaries SUMMARY $00.00 PRINCIPAL: Receipts Less Disbursements Distributions to Beneficiaries Attorney Fees Paid to Date Principal Balance Remaining INCOME: Combined Balance Remaining: Balance Remaining in estate account Other assets Items to be disbursed: Administration Expenses First Priority Creditors' Claims All Other Claims, pro rata Page No____.:. 3 3-4 [none] 4 4 [none] 5 [none] 4-5 4-5 5 5 $19,675.33 (8,099.66) (4,000.00) $ 7,575.67 (5,418.45) (1,769.00) (&88.2__22) $ 7,575.67 $ 7,575.67 ~,575.67) 9_0.00 Information Schedule: Summary of Real Estate Transaction 6 2 ESTATE OF BETTY JANE DEITZEL Receipts of Principal 06/08/01 07/17/01 09/27/01 12/28/01 12/28/01 12/28/01 04/12/02 Cash, Farmers Bank checking account Shipley Energy, refund Allegheny Optical, refund Sears, refund PSERS, pro-rated pension payment Physicians Mutual Insurance Company, refund Proceeds, sale of 1984 Plymouth automobile Prudential NEA, premium refund UNUM, long term care insurance, premium refund Time, T.,,. refund Cremation Society of PA, refund Net proceeds, sale of real estate in Penn Twp. Cash, Franklin Teachers Credit Union savings account Old Guard Insurance class action settlement proceeds Old Guard Insurance return of premium TOTAL PRINCIPAL RECEIPTS 5,134.27 248.95 160.50 155.81 1,465.64 192.73 1,000.00 39.17 29.54 !9.42 567.00 7,584.84 2,850.49 25.97 201.00 Principal Disbursements 6/01-2/04 M&T Bank - check return & misc. bank fees 46.66 6/08/01 M&T Bank - checks 6.16 7/17/01 PPL Utilities - electric bill 538.53 7/17/01 Roy D. Gutshall - personal property appraisal 40.00 7/17/01 Janet Spencer- reimburse for payments advanced2 455.00 8/02/01 WSI - Harrisburg Hauling - dumpster at property 227.50 8/13/01 Steve Meredith - clear weeds & brush at property 190.80 9/27/01 Darlene Failor - house cleaning service 380.00 9/27/01 Phyllis Sennett- house cleaning service 320.00 9/27/01 Michelle Failor- house cleaning & care of animals 673.00 11/8/01 Larry Foote - appraisal of real estate 250.00 11/8/01 Janet Spencer - reimburse for postage & car-for-sale adv't. 32.55 2/20/02 Cullen, Weston, Pines & Bach - legal services in Wisconsin 646.90 2/20/02 WSI - Harrisburg Hauling 192.85 2/20/02 Janet Spencer - reimbursement for costs advanced: McNeils Lock Shop - $76.32 t No value is stated for Decedent's household goods, as they were deemed too badly damaged by age and wear, as well as by Decedent's many household pets, to justify sale at auction. All such personal property was abandoned by the executors, to any persons willing to remove such property from the premises, as part of the extensive process of clearing out and cleaning up the real estate prior to sale, under time constraints requiring haste to avoid foreclosure. Periodic cash payments disbursed by Janet Spencer to Wanda McMannus, for house cleaning services. 19,675.33 3 2/2/02 3/18/02 3/18/02 3/18/02 9/15/03 B&S Hauling- 200.00 Filing fee for assessment appeal - 10.00 Certified mail fees - 22.99 Sentinel, second car-for-sale adv't. - 14.95 Plot Plans - 2.00 PRS - PPL Bill Cullen, Weston, Pines & Bach - legal services3 Register of Wills Joan Anderson - reimburse for postage Patriot News - advertise estate TOTAL PRINCIPAL DISBURSEMENTS 11/8/01 2/20/02 Saidis, Shuff, Flower & Lindsay Saidis, Shuff, Flower & Lindsay TOTAL ATTORNEY FEES PAID TO DATE Items To Be Paid In Full Administration Expenses: Balance of attorney fees (discounted) Reimbursement for costs advanced by SSF&L Probate fees Short Certificates Tax Return Filing Fee Cumb. Law Jrnl., estate adv't. Co-executors' Commissions4 Janet Spencer Joan Anderson 92.00 30.00 15.00 75.00 1,250.00 1,250.00 326.26 190.36 3,281.11 15.00 45.83 241.15 ~8~099.66[ 2000.00 ,.2000.00 ~4,000.00) 1,250.00 212.00 11,575.67 7,575.67 3 Law firm in Wisconsin was retained to pursue the Estate's claim against real estate owned by Decedent jointly with her ex-husband. The claim was ultimately determined to be unenforceable under Wisconsin law, due to lapse of time following divorce, without property settlement, and without communication between joint tenants. 4 Due to the unusual amount of time and hands-on effort required to be expended by the executors administering the estate, the commissions claimed are not calculated as a percentage of the value of estate assets, but are intended to reflect the executors' time and effort, and the value of their combined services to the estate. Decedent's home was completely disorganized and piled high with old papers and other refuse. The executors spent many hours working along with paid cleaners to fill several dumpsters in the course of emptying the house prior to sale. The executors also performed a difficult and time-consuming search for scattered paperwork necessary to discover the nature of Decedent's debts and assets. Numerous cats, dogs and other farm and household animals had to be fed, treated, cared for, adopted or homes found for them. The commissions claimed are believed to be reasonable under the circumstances. 4 Don Kovacs 1,250.00 Janet Spencer, Reimbursement for veterinary expenses advanced First Priority Claims under 20 Pa. C.S.A. § 3392(3): Ewing Brothers Funeral Home Carlisle Regional Medical Center Newville Community Ambulance Co. TOTAL ITEMS REMAINING TO BE PAID IN FULL BALANCE REMAING FOR PRO RATA PAYMENTS Pro Rata Pa ments To Be Made A ainst 3392 6 Claims Northeastern Home Improvements of Harrisburg Inc. ($19,464.00) Estate Information Services, Inc. (Capital One - $1,770.28) Shaffer, Fry & Mclntyre (Waste Management - $60.18) Sprint ($267.69) Kuhn Communications ($46.44) Carlisle Small Animal Veterinary Clinic ($209.71) Total Claims to be paid pro rata ($21,818.30) at 0.01779332028: BALANCE REMAINING FOR DISTRIBUTION 3,750.00 206.45 1,293.00 35.00 4_41.00 (7,187.45) 346.33 31.50 1.07 4.76 0.83 3.73 388.22 (388.22) o_o.oo Total assets on hand at time of filine aecounl Cash in checking account: $ 7,575.67 Information Schedule: Contract sales price _Summary Of Real Estate Transaction Pro rata adjustment for school and county taxes paid by estate Gross amount due seller Reductions to amount due seller Wells Fargo - mortgage loan payoff Franklin Cy. Teachers FCU - Mortgage loan payoff Realtor's commission Abstracting Co. Frani~im ~y., courier Real Estate Transfer Tax Total reductions to amount due seller Net proceeds of sale of real estate 73,000.00 4_97.27 26,244.51 34,526.92 4,380.00 3i.00 730.00 73,497.27 7,584.84 6 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS: ,,-.""'8,.2 -..ff~'- & ~ 9 ~' ) ganct Spencer, Co-Executor under the Last Will and Testament of Betty Jane Deitzel, deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been accounted for herein; and that all taxes presently due from the estate have be7 nmd. / Sworn,, to and subscribed before me o SE. AL BARBARA STUMP, Nota~ Public ~ Camp Hill Bom, Cumberland County J ~lVly Commi~lon Exp res Nov. 12, 2006 ~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) ) SS: ) Joan Anderson, Co-Executor under the Last Will and Testament of Betty Jane Deitzel, deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been accounted for herein; and that all taxes presently due from the estate have been paid. Sworn to and subscribed before me day of_.,~b ,, 2004. Notarial Seal Annette L. Sheibley, Notary Public d ~ Landisburg Bore, Perry County LMY CommJssior} Expires Dec. 18 2004 Momber'P~'~'~nnsylvania ^ssociat"'t"-~ior~ et 'Notaries /Joan Anderson -- 7 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS: ) Don Kovacs, Co-Executor under the Last Will and Testament of Betty Jane Deitzel, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been accounted for herein; and that all taxes presently due from the estate have been paid. Don Kovacs Sworn to and subscribed before me this ~ day of/~ 2004. ubliU 1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANL5 STATUS REPORT UNDER RULE 6.1 ?, Name of Decedent: Date of Death: Will No. 2001-00485 BETTY JANE DEITZEL 04-12-01 Admin. No. 21-01-0485 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes __~_X; No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: No a. Did the personal representative file a final account with the Court? Yes X · (Account confirmed 04/27/2004). is; N/A b. The separate Orphans' Court No. (if any) for the personal representative's account c. Did the personal representative state an account informally to the parties in interest? YES ;No X. d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: Signature Name: Thomas E. Flower, Esquire I.D. No. 83993 SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: ~ Personal Representative X Counsel for Personal Representative