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HomeMy WebLinkAbout04-0387PETITION FOR GRANT OF LETTERS OF ADMINISTRATION also known as .~',~V'~ To: Social Security Register of Wills for the County of (.L~,-c,~x~-~c~,,,i Commonwealth of Pennsylvania in the The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in 0,-dj fig ~ ~tC. d/~t ~t/f) Coun. ty, Pennsylvania, w~t]~ h 1 5' last family or principal residence at (list street, number and municipality) Decer~d~nt, then ,~ '~ /~ ,~ at /4/0/7 ~%/~/~-/7~ yea[s of age, died ~/Z_~ do Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not dOmiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: Petitioner after a proper search ha the following spouse (if any) and heirs: /~/////.~ Name ascertained that decedent left no will and was survived by Relatio~hip Residence ~ THEREFORE, petitioner(s) appropriate form to the undersigned. respectfully request(s)the grant of letters ~j.~idminis~l'ation i:~:'~.'e OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ COUNTY OF ~~~ ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmedc~and subscribed bef0~e me ,this_ ~ ~ ~_ day of Estate of-~-~v ,~x<_ ~ ~¼e_\\ , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW (~._ ~ ~..~l.. ,~0'~ ~9 , in consideration of the petition on the reverse side hereo~f, satisfactory progf hayir~g, been p~g. sented before me, IT IS DECREED that is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to in the estate of '~Y~"~ FEES Letters of Administration ..... $ Short Certificates( ) .......... $ Renunciation ................ $ TOTAL Filed ..~.. :~,~,.':. ~.~.C~.. A.D. Register of Wi~s~ C'(~ -~~__t~ ATTORNEy (Sup. Ct. I.D. No.) ADDRESS PHONE his. is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 I0!376-', No. Local Registrar APR 0 8 2004 H105 143 Rev 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS NAME OF DECEDENT (First, Middle, Last) ,. Patrick B. Schell AGE (Last B~thday) 67 COUNTY OF DEATH ,b. Cumberland OECEOENT'S USUAL OCCUPATION KIND OF BUSINESS I iNDUSTRY ~VAS DECEDENT EVER N DECED~NT'S E~UCATION ~ MAR TAt STATUS - Married, ~ SURVIVING SPOUSE .; ....................... . m ~,,~ ~m ~ "'.~ m c.~,. I oi~(~.~) ' I ' ,,. tanager ,b. Velocity Expres~, ~ I' 7 '*'~) I ~ .... "~ 1,4 Married I I~lvita Grezor 213 North 36th Street [~%c~ ..... '"-~ ~., ~c.~.,.~,,,,.~, Hempen Camm Hill Pa 17011 16 ~ O ~r rode)17b C P 17d ' I ' ~ ' ~ witch ~1 limits of FATHER'S NAME (First, Middle La~ 18. [~//~ (Type/Print) 20,. Alvita Sche].l CERTIFICATE OF DEATH STATE FILENUMBER ~ J I SEX SOCIAL SECURITY NUMBER ' DATF~OP D6~TH (Moab, Day. Year 12 Male 13 171 - 28" - 14~ ~TE OF BIRTH I BIRTHP~CE (Ci~ and IP~CE OF DEATH IC~ onl ....... inst~ti (Mon~. Day. Ye~) / Sta~ or F~m~ C~) HO~T~: OIHE~: ~arch 12~3~7.~p Hill ~"~ ~'~ CI~. BORO. T~ OF ~TH [ FAClLI~ ~ME (lf ~O~ ~8til~, ~ve 8Eeet a~ num~) ~WA~ ~CEDENT OF HISPANIC ORIGIN? IRACE - Amed~n I~ian, ~ack, ~ite, eb .,l~*~"' P~",~. ~c. J ,o. ~ite MOTHER'S NAME.(First, .Mi(~le, Maiden Surname) ~,. Catherine Cameron ~NFOR~MA~N~T'S MAILING.ADD_RE_SS IStreet, City,Town, State, Zip Code) 12~. z~.3 North 3bth Street Camp Hill~ Pa 1701 [ P~iCnEefOFFi DIaceSPOSmON-Name o~ Cemetery Crematory ILOCAT ON-C4tyFl'own, Stale, Zip Code 12.. Rolling Green Cemetery 121d' Camp Hill, Pa city/bo~O DATE OF DISPOSITION [k~atio~l ~] Burial D~emoval from Sl~e ~ (~ ...... Ye~) I,,~prii 12,2004 O~ (S~) ~ . Cl1654-L ,2~Myers-Ha~er Funeral Homelnc~ , LICENSE N~BER I~TE SIGNED ~Ys~useiS ~t~ ~.~l~e at ~ of ~a~ to (Sig~l~ ~ TEle) ~(M~lh, Day, Ye~) 2~b. ~ 2~c. DATE PRON~NCEO O~O (Month, Day, Year) WAS CASE REFERRED TO A MEDICAL E~MINER/COR~ER? IMMEDIATE ~USE (Fin~ ' ', ~set and dealh ~use. En~ UNDERLYING reciting ~ ~a~ ) ~ST d " WASpERFORMED?AN ~UTOPSY AVAI~BLE~RE AUTOPSYPRioRFINDINGSTo ~ MANNER OF ~ATH__ I~ (M~m,DATE ~,lNJURYyear TIME OF INJURY INJURY AT ~RK9. ~ DESCR BE ~W INJURY OCCURRED -- I -- I ~1 ~~ON (SI~. Oty~n, Stete) (11~ 27) Type ~ Pdnt ~la. ,,. N/,<*,' I ... FILED (M*,h, Day, Year) MBNA America P,O, Box 'tSZ37 Wilmington, DE 877-767-9383 19850-5137 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 05/24/04 '04 i-ifff 2~} Re: In the Estate of PATRICK B SCHELL Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: 21-04-387 171281432 213 N 36TH ST CAMP HILL, PA 17011 MBNA AMERICA 5490999017340919 $ 21955.13 Dear Sir or Madam Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate. Please remm a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or if this is a duplicate claim, please call our finn toll free at 1-877-767-9383. Cordially, MBNA America Enclosures A check for $5.00 for the filing fee. cc: Attomey for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 4479 5/19/2004 1126936 COMMONWEALTH OF PENNSYLVANIA In Re: The Estate of: COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NO TICE OF CLAIM Cour~ File No: 21-04-387 PATRICK B SCHERI. Deceased ~! ~. TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). MBNA AMERICA 1) 2) Claimant's name: Claimant's address: 3) P.O. BOX 15137 WILMINGTON, DE 19850--5137 877-767-9383 Creditor listed below is the owner and holder of a claim in the amount of $. 21955.13 4) 5) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. Decedent's address: 213 N 36TH ST CAMP HILL, PA 17011 6) Date of Death' 04/06/04 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, ! do solemnly declare and affirm under the penalties of perjury that they !nformation and representations made herein are true and correct to the best of my knowledge, information and belief. Dated: ~/ Lucille Roberts/dessica Lerbs~orized Representji~ive For MBNA America Written notice of claim was given to Personal R~l~resentative'' an/~/or-- his/her counsel as stated below: ALVITA G SCHELL Name 213 N 36TH ST Address CAMP HILL, PA 17011 City/Stat. eJ~ip . Date notic~ ma~led IN RE ESTATE OF:PATRICK B SCHELL AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn depose~.and states the follows: Your Affiant is authorized by the Claimant as its Authorized Representative- In-Fact to make this Affidavit. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of his/her duties. o The Decedent purchased merchandise in the amount of $ 21955.13 evidenced by account number 5490999017340919 The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not MBNA America. On, its Authorize)l/Represe~ntatives: Lucille Roberts Jessica Lerbs MBNA America P. O. Box 15137 Wilmington, DE 19850-5137 Subscribed and sworn before me This 2¢ day of c~ ,2004. Cumberland County - Register Of wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 08/02/2004 SCHELL ALVITA G 213 N 36TH ST CAMP HILL, PA 17011 RE: Estate of SCHELL PATRICK B File Number: 2004-00387 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 08/01/2004 Your prompt attention to this matter will be appreciated. Thank You. CC: File Counsel Judge GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court CLAIM FORM ORPHANS' COURT OF COURT DIVISION OF COMMON PLEAS OF COUNTY PATRICK B. SCHELL CUMBERLAND NO. 21-04-387 ESTATE OF Notice of claim by in the amount of S 512.54 KOHL'S DEPT. STORE filed pursuant to section 3384, Probate, Estates and Fiduciaries Code LawB ot 1972, Act No. 104 effective July 1, 1972 as amended. in the amount of S KOHL'S DEPT. STORE (Claimant and Address) 512.54 Data Ci441 LBJ;{EEWAY Lock Box ;'u Dallas, TX 75243 19 TO TH~ CLERK OF THE ORP~S' COURT DIVISION: Enter the claim of against the above entitled Estate. The decsdent who resided at 213 N. 36TH ST., CAMP HILL PA (Address) 17011 4/6/04 died on (Date) ALVITA G. SCHELL Written notice of said claim was given to t (Personal Representacive or Counsel) at 213 N. 36TH ST., CAMP HILL PA 17011 (Address) The basis of aforesaid claim is as follows: on (Date) (Itemize fully to enable personal f~pre8entative to make proper investigation). ";" Acct. #0332188606 I -..,..1 -~"' '.' C! ClaLmant's Counsel (Name) " ~-, / eme) 441 ' FREEWAY Lock ,; 30 [)a1lauira~) I :>,4;j (Address) J PROBATE COURT cumberland County, State of Pennsylvania Patrick B. Schell, Deceased Case #2l-04-387 Proof of Mailinq I mailed the creditors claim to the fiduciary (and attorney, if applicable) as follows: I deposited a copy/copies of the t.:laim irlith tile Unit.ed States Postal Service in a sealed envelope with the postage fully pre-paid. I used first-class mail. I am employed in the county where the mailing occurred. The envelope(s) was/were addressed and mailed as follows: Ms. Alvita Schell 213 N. 36th St. Camp Hill, PA l70ll Date of Mailing: ~/ County of Mailing: Dallas, Texas I declare of perjury that the foregoing is true and correct. Date: .1 for Kohl's Department Store P.O. Box 741026 Dallas, TX 75374 . Pry Bal: pur/Adv: Returns: Fee/Int: Cr/Dr Pymnts : CIs Bal: SC8820/1 10/29/2004 KOHL'S ACCOUNT STATUS DISPLAY 10/29/2004 08:02 ID: KDD2 Acct, : 0332188606 52 Cycle: 90 Bi: 10/03/2004 Due: 10/28/2004 MVC: N VIP: N St~ 90 601 CBS - DECEASED Op: 12/04/2001 Closed: 09/03/2004 Ins: N Namel: PATRICK B SCHELL Home: 717 731 - 6155 W Pull: Name2: Bus1: AScr: Addr 213 N 36TH ST Srce: I 00000001 Emp: NScr: R N cis : 39 10/28/2004 EMS Rstr: CAMP HILL PA 170112606 AdChg: 01/03/2002 : Instr: PRMENT dad 4-6-04 Pymnt H: 5432NMNMN-------F------- Dun H: 543210101000000000000000 Last Stmnt Curr Stmnt Auths Last Reage: 483.63 512.54 Av1 Credit: Disputes Last pymnt: Cr Lmt E Limit Ext : MVC Pur 537.54 Issued Cards 384 766 5 06/04 12/01 05/04 -37.54 28.91 25.00 38.00 04/13/2004 500 10% 08/03/2004 512.54 537.54 Cnt Sts Issue date Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 275 3/29/2005 PA1RICK B Sa-IELL 21-2004-0387 Alvita G. Schell 60 Rosemary Court vz Manchester, P A 17345 Qty 1 Fee Description Additional Probate Fee Total 32.00 $32.00 Total: $32.00 (becks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Ma~orie A. Wevodau First Deputy Kirk S. Sohonage. Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: Alvita G. Schell 60 Rosemary Court InvoiceNo: Invoice Date: Estate of: Estate No: 275 3/29/2005 PATRICK. B SGffiLL 21-2004-0387 " Manchester, P A 17345 Qty 1 Fee Description Additional Probate Fee Total 32.00 $32.00 Total: $32.00 'Pd J Lj-111 ql-f Olecks should be made payable to the Register of Wills. Tenns: Net 30. ~\)~~'~O~i w "'" ~:$tJ) (.)II:~ Wo.(.) zOO (.)11:....1 0.. 0. <C COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 1712~1 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W Q W (J W Q FILE NUMBER fli-i2!1 COUNTY CODE YEA.R 03B'2_ NUMBER SOCIAL SECURITY NUMBER 1"1 - 2.5 - THIS RETURN MUST BE FltEO IN otlPlICA TE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ;2bl -:; 303 ~ 1. Original Return o 4. Umned Estate o 6. Decedent Died Testate (_copy ofWilO o 9. Utigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale of death after 12-12.jl2) o 7. Decedent Maintained a Uving Trust <AlIachcopyolTIUSl) o 10. Spousal Poverty Credit (dale of dealh between 12-31-91 and H-95) o 3. Remainder Return (dale of deafh prior to 12-13-82) o 5. Federal Estate Tax Return Required 8. T olal Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AllachSch0) -':0;-;:"",::'.>,,,, 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Une 13) '0 z o 5 ;::) l- ii: <( (.) w a:: 1. Rea! Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation. Partnership or Sole-Pmprielorsljp 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposns & MisceUaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Bilfing Requested 7. Inter-VIVOS Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (lotal Unes 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent. Mortgage Uabilitles. & Liens (Schedule I) 11. Tolal Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (1) (2) (3) (4) (5) COMPLETE MAlUNG ADDRESS 00 R.CSf_VV\aR~ M ~ t'lc-hz:-s~", j~~2 NDN IE Nt)N~ .5 ~/S":93 " / 9{::>. ~OO. 00 / NONe:; ~~ CDvr-T (JA. 1,34..s-- (6) (7) {9) (10) (8) /ffl%;;:tgf (11) (12) / 5 3 3 IS:-- 93 I (13) /q~ ,;ziP /. 0:2- 5joS<J:9/ fi/aA/c 50509 (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal tax # 5" C) .,c- t" L rJ rate, or transfers under Sec. 9116 (a)(1.2) ._____.._______._____.:::!_7~_.____j..L_.___ x .0 ~..- (15) z o ~ ~ ;::) 0.. :E o (J >< i! 16. Amount of Line 14 taxable at 6neal rate 17. Amount of line 14 taxable at sibfing rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due ~o- x .0_ (16) 0- . x .12 CJ- '-0- x .15 (17) (18) (19) --0- 20.0 c:;.::~~:, ,K~.0.:r,y-""K.,,}':~:'?'Sf.( ""',~"-" :J'U. . ".l<'",,~?, _,,-_<~_~__:E~? CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT '~::,"~!i:',~ . :..~S!..f;~~~-fff5<:~::?~ -;~h:/, dt,":i{C:i";"\--: Decedent's Complete Address: STREET ADDRESS ;;J. t ~ I\J . Z> '=> ~ -~~---------_._----_._- CITY L-1.- c.~ Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) ZIP I,e \ -'0_ --~--- C.7 () 3. InteresUPenalty if applicable D. Interest E. Penally Total Credits ( A + B + C ) (2) -0.- (3) -0- (4) --0- (5) -0 - (SA) .-0- (5B) - 0- () ---~--~-_.~---~~ ._.._.._---_._------~- d TotallnteresUPenally ( D + E ) 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 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 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.......................................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 c. retain a reversionary interest; or.......................................................................................................................... 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........ ..................... ..................... ..................... .................... ..................... ........ 0 No ~ ~ ~ ~ J8l rEJ l&I 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, ij is true, correct and complete. Declaration of preparer other than the personal representative is based on all infonnation of which preparer has any knowledge. ~~NA:1Z~... _~SB~:d;:J,;?,7Vn___.___________ ._____._._. ____ '-.r ----C--- ~.~~ ~s=-i~?"r AOORESS ?, :e 9;; !// / - I') /75</'S /' ~ / _ SIGNATUREOF-P~PARER OTH~-;;:R~;:~.E (p.Zc..--7.--:L/ / ~~/~cL-~--J/l____ i~{- S-L~~'=?":"__ ADDRESS For dates of death on or after July 1, 1994 and before January " 1995, the tax rate imposed on the net value oftransfers to or for the use ofthe surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)l, 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. 99116 (a) (1.1) (i1)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased ch~d 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 ch~d is 0% [72 P.S. 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 P.S. 99116(1.2) [72 P.S. 99116(a)(l)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6'00* COMMONWEALTH OF PENNSYLVANIA INHERfTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER .5 C \-\f-LL \ p~\ c.\<.. b. ~ \ 0 '-+ C>-~ 8, All real property owned solely or as a tenant in common must be reported at fair market value. Fair marilet value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 5rCl"n:+.s Gt AP Hun" NGt Cf\'NI P -:to% o{~s'J I 000. L'bE:\\", "I f\t~L) VALUE AT DATE OF DEATH " \ L.\oQ> TOTAL (Also enter on line 1, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same Size) //t./tJp DAVID A. WION FRANCIS A. ZULLI JEAN D. SEIBERT LAW OFFICES ~gdli~~ 109 LOCUST STREET P.O. BOX 1121 HARRISBURG, PENNSYLVANIA 17108-1121 (717) 236-9301 (717) 232-1488 FAX (717) 236-6100 Email: wzs@mindspring.com VICTOR A. BIHL OF COUNSEL 113 EAST MAIN STREET HUMMELSTOWN, PA 17036 (717) 566-2501 January 19, 2005 Carole S. Seneca 205 Paxtang Avenue Harrisburg, PA 17111 Donna S. Justus-Meisel 1750 Towpath Road Dauphin, P A 17018 Paul R. Dillman 3520 September Drive, Apt. #3 Camp Hill, PA 17011 Frank Greenawalt 5044 Erb Bridge Road Mechanicsburg, P A 17050 Alvita Shell 213 North 36th Street Camp Hill, PA 17011 Re: Sterrets Gap Hunting Camp - 1099 Form Dear Carole, Donna, Alvita, Paul and Frank: As you will no doubt recall from my letter to all of you of June 17, 2004, concerning the settlement of the hunting camp, I had indicated, in relation to the income taxes resulting from this sale, as follows: "The original Deed of December 19, 1967 into Frank Greenawalt, Paul Dillman and Albert J, Seneca, In Trust For Sterrets Gap Hunting Camp listed a consideration or payment price of $600.00. This price would establish the capital gains "basis" for IRS purposes; since there were no other improvements made to the property this would remain the basis today. Since the property was sold for $57,000.00, the amount of capital gains would be $56,400.00. Each of you would then have to consider $11,280.00 (except for Donna whose capital gains would be $5,640.00 and Carole whose capital gain is governed by estate law), as the amount of capital gains which would have to be considered in relation to your own income tax return for the year 2004. This information ought to be supplied to whatever individual or firm you utilize for your personal income taxes." The law firm which handled the settlement for the purchaser, Doug Kuhn, i.e., the law firm of Kathy Morrow (Attorney Charles F. Chenot, III) will be actually providing the 1099's to you based on the information I have provided to him. The 1099's for Alvita, Paul and Frank will be in the amount of$11,400.00, the 1099 to Donna will be $5,700.00 and the 1099 to the estate of Donald A. Seneca will be $17,100.00. While those are the amounts provided on the 1099' s, when you or whatever individual or firm you use for your personal income taxes prepares your income tax, Alvita, Paul and Frank will put in the "basis" the amount of$120.00; Donna will utilize the amount of $60.00 and Carole's separate basis will be governed by the income tax relating to fiduciaries and estates, which I will be handling. Since I am supplying the information to Attorney Chenot's office this week I suspect that you will be receiving your 1099's within the next few weeks. If you have any questions do not hesitate to contact me. V\ eryj truly yours, t'~) David A. Wion DA W /al 'ti~ !O ',;:; eg 01/1 ~ e "'"to ~~ Q)Q) ~"iO o "ill o:.uJ ..... <5l <J) ~ ., . J, 0) ... c:>> g 10 .,.. @ ..... 6 E -z @!J to '0 'Z u- 0 c 0 -;;; g- '0 ~ ~ ~ -0 ~ 0 g> ~ ~ (\) -;;; 15 -5 9 0 t> 0. ~ - "6 '" <Jl -'6 ~ ll> 0 g '" (5 "2 p b .,.. ('l $- t!) 'i!t tp a:. g % 0 -g <.) ll> C '5 0 -.;:;; 0 ~ g ~ ~ ~ ." :9 fu cf) (x: on % g u- cf) 0.- l r::l on .... '" "ii> li> ~ -% -13 ::> c ~ c 0 ~ .~ ~ .8 ll> 1 ~ ~ ~ c .." 01 cf) ir- on ~ 0 ~ ll> ffi c u- 'ti; cf) cf) In [r. 1 ~ .J u: u: <ll t> -~ <f) <ll ~ '" ~ ~ g ~ co '0 ~ ~g ~ ~ ~ ~ ~~ ~ ~ ~ i .,...l)"'C~s",";;o~':."'%""~:;'8.. o.'il<<l"'.s _9'9.>oE::>~"""'<ll o c-c_:O<ll~"'c?-C~-5~oS'C o <o%.coS-~~ ~_gco-"'<Jl<ll ~ I" <<l ",-s'" C <.) 0 Q)-O <ll '" \- _~ c9<f) 0- _'" c-o~ Q)E;.D ~ _'!J. g-o <ll ~ E 0.\)\ ?b-'!J.'t: Eo o_'!J.~~eQ)~ oE%.~c U.fc"'<llO;~ g.<ll"'<ll 'O-s~ .'i=""~-o -:S2" ~ l% Q) ~ Q) oS '0 ~ to -c '" ~ p o \II. t> -~ . '" <5 . \~ ~~ ~~ -~~ ~ ;; ~ <ll .~ e tii '6 ~ ~ ~~l .~ (.) (,)11)'0 ~ ~ ~ ~o ~ ,%\tu '" u> ?;' ~",tO ... 1ii -0 '- o o ~ :5 o trJ $--;;>- ~ 0- (l) (l) ;6 ~ ---:- 0 g -p 0. ...: g. g- ~ 0> '" C -0 E '6 0 ::> <.) c ~ 0.- f, N = -0 <:5 <J) 'f}, fu '" . <ll g <ll ~ ,; '0 ~ ~ "'C <Jl ::> ..... 1 i- 0 to t> .l:> (3 ~ '0 <f) u- RFV-, 508 (" '" Iff j SCHEDULE E j I CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA j1lJHERITANCE TAX RETURN RESiDENT DECEDE\~T ESTATE OF S~-H ELL. P~\R.'C'f(..b. l loclude the proceeds of litigation and the date the proceeds were received by the estate_ All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER ~i OL-\ 0"3:>57 ITEM NUMBER :,2. 'Sc~ \J I nc, 6 Acc:::t~ (!..LOTH/N~ v.sJloZ5 50 - 0 ).--0 S- OC)-/ \ fJf\J c.:.. I6Ar0K P i'-l c &.a.. ~ K DESCRIPTION CHELKIt0~ A-cct-d: 5 \-- '1 c38- ~-3 tog ~3 ~:r) L/ 6, V1J 6:) liE: ('h01 ~ 5~uc:/"~{).s- s HA/J LJ r- /Jc'pu'c:e 7Z' cJ LS ~ :J7~ qg. TOTAL (Also enter on line 5, Recapitulation) $ 1'/5"5 i~ 93 (If more space is needed, insert additional sheets of the same size) Total Banking Statement PN C Bank For the period 02120/2004 to 03/23/2004 E F H PATRICK B SCHELL ALVITA G SCHELL 213 N 36TH ST CAMP HILL PA 17011-2606 Primary account number: 51-4038-3368 Page 1 of3 Number of enclosures: 11 Q For 24-hour banking, customer service and interest rate information, sign-on to 'It Account Link ill bV Web on pncbank.com or call1-888-PNC-BANK Moving? Please contact us at 1-888-PNC-BANK ~ Write to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 Q Visit us at pncbank.com III TDD terminal: 1-800-531-1648 For hearing impaired client$ only Relationship Overview Bank Deposit Accounts Description Interest Checking Savings Total Deposits Account Number 51-4038-3368 50-0205-0071 Deposit Balance 815.91 .02 815.9:l Premium Plan Interest Checking Account Summary Account number: 51-4038-3368 Account Link@ number: 0171281432 Patrick B Schell Alvita G Schell Balance Summary Please see the Activity Detail section for additional information. Beginning balance 1,131.82 Deposits and other additions 2,522.42 Checks and other deductions 2,838.33 Average monthly balance 442,86 Endi ng balance 315.91 Charges and fees ,00 Transaction Summary Checks paidl withdrawals Check Card pas signed lransactlons Check Card/Bankcard POS PIN transactions 11 o Total ATlv\ transactions PNC Bank ATM transactions Other Bank ATM transactions 1 2 o Activity Detail Deposits and Othel' Additions Date Amount Description Dit'ect Deposit - Pension Lasalle Bank N.A 171281432 Dit-ect Deposit - Soc Sec US Tl"easury 303 261383038A Deposit Reference Ko. 027825961 Funds Transfer From Acet 5002050071 Direct Deposit - Soe See US Treasury 303 171281432A Deposit Reference Ko. 024390348 03/01 168.39 03/03 67:'>.00 03/08 358.00 03/16 156.83 03/17 864.00 03/22 300.00 There were 6 Deposits and Other Additions totaling $2,522.42. Total Banking Statement Q For 24-hour customer service information, sign-on to Account Link @ by Web on pncbank.com or call1-68B-PNC-BANK Account number: 51.4038-3368 - continued For the period 02120/2004 to 03/23/2004 PATRICK B SCHELL Primary account number: 51-4038-3368 Page 2 of 3 Checks Check number 313 314 315 316 317 318 Amount 16981 7928 40.00 11200 39.08 26.41 Dale paid 02/26 02/24 02/24 02/23 02/24 02/23 Reference number Check number 025399896 026648161 026756675 E')94')B735 029080630 024778815 319 320 321 322 323 Date Reference Amount paid numO'af 18289 02/23 028472977 13.85 02/24 028562834 34.90 03/04 0282850 18 442.04 03/11 026806893 400.00 03/16 026251634 * Gap in check sequence There were 11 checks listed totaling $1.540.26. There was 1 Banking Machine Withdrawal totaling $20.00. Banking/Check Card Withdrawals and Purchases Date Amount Description 02/23 27.58 POS Purchase Giant Food Sto Canlp Hill PA 03/01 20.00 ATM Withdrawal 4242 Carli;;le Pike Camp Hill PA 03/04 47.30 POS Purchase Giant Food Sto Camp Hill PA There were 2 Check Card/Bank card PIN POS purchases totaling $74.8B. There were 5 Online or Electronic Banking Deductions totaling $240.04. Online and Electronic Banking Deductions DatE! Amount Descrlpllon 03,/02 14.05 Direct Payment - 7-6452 Hap Ins 800-47 03,/03 99.00 Di.'ect Payment - Ins. Prem Ad&D800-252-2148643945107 24.60 Direct Payment - Ins Prem AAA. Life 3970914901 83.67 Dil'ect Payment - Insurance 03/16 03/ 19 03/19 AARP Life Ins. .'\0895127 18.72 Direct Payment - Insurance AARP Life Ins A0895128 Date 03/03 Amount Description There was 1 Other Deduction totaling $963.15. Other Deductions 963.15 Loan Payment 00000 4001008109332448 Daily Balance Detail Date Balance Date Balance Date Balance Date Balance 02/20 1,131.82 03/01 589.51 03/08 464.11 03/19 515.91 02/23 782.94 03/02 575.46 03/11 22.07 03/22 815.91 02/24 610.73 03/03 188.31 03/16 245.70 - 02/26 440.92 03/04 106.11 03/ 17 618.30 Premium Plan Savings Account Summary Account number: 50-0205-0071 Account Link ill number: 0171281432 Patrick B Schell Alvita G Schell Please see the Activity Detail section for additional information. Balance Summary 8egl nning balance 156.83 Deposits and other additions .02 Checks a nd other deductions 156.83 Ending balance .02 Average monthly balance Charges a nd fees 118.81 .00 Annual Percentage Yield Earned (APYE) Number of days In interest penod Average collected balance for APYE Interest Earned this period As of 03123, a total of $.09 in interest was eamed this year. Interest Summary 0.19% 33 118.81 .02 Total Banking Statement Q For 24-hour customer service information, sign-on to Account link @ by Web on pncbank,com or call1-688-PNC.BANK Account number: 50.0205-0071. continued For the period 02120/2004 to 03/23/2004 PATRICK B SCHELL Primary account number: 51-4038-3368 Page 3 of3 Activity Detail Deposits and Other Additions Date Amount Description 03/23 _02 Interest Payment There was 1 Deposit or Other Addition totaling $.02. Date 03/16 Amount Description 156.83 Funds Transfer To Acct 5140383368 There was 1 Other Deduction totaling $156.83, Other Deductions Daily Balance Detail DatE! 02/20 Balance 156.83 Date 03/16 Balance .00 Dale 03/23 Balance .02 ~~~cZI!i7dif ESI+tft: C~'f)ic.- ~6t~'177t> --- SUBJECT FOLD HERE DATE ~ _ i7- 0,/ I /- Uj(; l1:f<'if ''&~FY'fl:~~.,,''L- .3 rnll4. ~aFR-~ ,1 \~~;~, l'ld:fL-s ~~.., (Ju ';i~'P S" - .fU~ 7J.od l~."""- ~o E4- ~'"'1<"~ , 0_ t~ .d7) ,,;;It) of' t.! ~J 71 $ZS. 00 /!J7'14L ~~~~?'?;';;i' ;~'i; IOO~ ~ FORM 61203 RAPIDFORMS. INC.. BELLMAWR. NJ 06031 --,: ,.st'W It -7' L ') fI /t7t::'? ~ 3;0-,,--(.) L/O ~ (, J-: O-d r:J7c5-'- ~ .3s.0.C- c. :I if;- .~. rf("',,~'c; /tio ~ /Qtt-~C> ./ I ~ ~ I r , / .~g..~-o xX 1'--- , I 54~Ai{ ~Pt/ ~ M."'~ ~ ~()J .00 'f' /~. ~ ~~ /uft11 la" {~y,;:.;; '4Oa State Roan. GOODS Duncannon. PA )"020 Phonl!7X "?,S~~~" , ; "'~, "'J';~ ""',., t.., ~ -, Fa)' d;', 32:.';: 'l9i1t H"'-/.'( s-~;.~' r:ntlu ~1"JnO'.> Dan.................._ ..._ __ 1'.- ~- REV'1509 EX+ (6-98) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 5c H t:. LL) PAT R l C 1<. b ' :2 l 0 If O?J 8 7 If an asset 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. 5c \-'\ ELL J A LV IrA 6 d-\'~ tJ. =2>lo-1-h .:st- L(-1-YY1 P tt I L1-, PR-. 170 \ 1 10 \ FE.. B. C. JOINTLY.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF ANANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL Y.HELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. J';I/.I2uf.J], ~\~ I\J.. :? Co +~ ~+- /.'3t/oor,) IrJO / :XI OtTO CAMP H\LL\ PA~ 'i 0 II f I PAl L/?:>AN 1< AC.A:.:fJi /f'~o/ 008/" 9 33:z.Lf. ~ .., A, Jllly1tff1 ,Cliff (i;Y-l..D ~r'j)Jt~ VAN t.~ 0/(10 Itl(.~) ~l/ 00 -, TOTAL (Also enter on line 6, Recapitulation) $ /36, tlOC) .. , (If more space IS needed, Insert addl\lonaJ sheets of the same size) ",~~'.y Il;i~h" ~~,'i~~ COf\l~}ON\<'iiEAtTH OF P[\l:\JSYLVAN\A INHERIT/I,M~E TAX RETURN ESTATE OFS"'o. _" J <.- If ~LL~ . I SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ffl/IE'/CK. 6 Debts of decedent must be reported on Schedule 1. FILE NUMBER ~j O~-I ITEM 0387 NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1. /'rv..' lz- 55-; c.r/!i-P S'e:, VI L J!~ 3 77:;-' c.' (l Ca 6KE'f I G"?KdV::-'-//?1€ tC. . .. // 50 . '-'t') /f..' ~ ...J.~ ~-L. A...I",;h-, -{, . CiE~) h ~b,h hi /. '-"<'.f);'E.5, 401, UCJ .- , Ft.-,..,......,.. f'.~::'5 ~J,.n bt /VW~/r:6~. .easi j,1uh.-.'8v .<./.:----( if?; 07/. () l.1 C":'"P"J '17:<. I t.-t c:;c 4- / I .:L; f~f"'''?f ~,,;j-I;zr,: $-' 7t.J r ,I,{.i B ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative{s) Social Sewrily Number(s)IEIN Number 01 Personal Representative(s) Street Address City State ~Zip Year(s) Commission Paid: 2 Attorney Fees 3. Family Exemption: (If decedent"s address is not the same as claimant"s, attach explanation) Claimant Street Address Cify State ~Zip Relationship of Claimant to Decedent 4. Probate Fees 5 Accountant" s Fees 6 Tax Return Preparer'S Fees 7 TOTAL (Also enter on Ime 9, Recapitulation) $ It) 51.) 7 (It more space IS needed, Insert additional sheets 01 the same size) ROLLING GREEN CEMETERY 1811 CARLISlE 1tO. . CAMP HIll.. PA 17011 . (717) 761...405..5 N~ 005105 CEMETERY INTERMENT RIGHTS, MERCHANDISE AND SERVICES PURCHASEISECURITY AGREEMENT THIS AGREEMENT PROVIDES FOR ENDOWMENT CARE RETAIL INSTA. LLMENT CONTRACT Ii \ _ i l ~.. \;. ~ - --1l1l..!l~ This Agreement is made thiS~::,\ J (. dayof lip "I / . 20~, by and between the undersigned "Seller" and ---1lJ '" I hl_ 9( :S( Ag{ ( ._ heremafier called the "Purchaser" Address -------.11'.~~c() LJ 154 Lit tv' [0- !Yl.(CJ-lAIJiI:p,u~ fJfI-----.l70Y,) ResidenceTelephoneNo.c_s:'-.l 7:3) - Io/~ cl'layTelephoneNo.L-) s.." ----z;p-- WITNESSETH THA T: The Seller agrees to sell and Purchaser agrees to buy the following described Interment Rights, Merchandise and Services. o Developed 0 Predeveioped 0 Lot 0 Lawn Crypt 0 Mausoleum 0 Ni<;j1e . [J Q!her_ Description of Intenllent Rights: '- r L.j I L/ Ii {(f ~ No. !NTE~\1ENT RIGHTS, MERCHANDISE AND SERVICES Intennent Rights (inc. $ ECF) $ Less: Memorializ3tion - Type ~~NCc: Size1</. )<./'1 Jl"ignW~'~I')(e?;I. Memorial Base - Type C-1.P-{f-tJ{ 7 ~ Si,e~ X I'f; Color ::5""(~ Memorial Installation/Inspection Fce .. Memorial ~aintenance Casket - Description Maleria]:WoodlMetal~ Gauge~ Outer Burial Container - Typ0'fif. ('vi'\. (I rl fL Interment and Recording Fee.. ~:~:SSi~~1-=; CL:'"/~~~;d'S''' Away From Home Protection'''' Plan (see below).. Sales Tax (a) Total Cash Price ([neluding Sales Tax) LJ copy lie. # oq Down Payment Cash ... ................../....... cd-3 7/ fJ\j) c ) ($1/37/ejl::, ) -'::J - /?/59 (j() .3 8\l ,\);j ':)"'-' .\l'O Credit For (b) Total Down Payment.. (e) Unpaid Balance of Cash Price (Amount Financed)... (d) Service Charge (Firumce Charge) (e) Time Balance (Total of Payments) (f) Time Sale Price.. $'l:),'/I \~ 7'h .~'" 'ii"/'Il.I:.J\.\ 4".~ ~-- Remarks I. The Away From Home Protection Plan being purchased hereunder is a product provided by a third party, not by the cemetery identified in this Agreement. The third party provider is nOI owned by or affiliated with the cemetery, and the cemetery is not responsible forthe perfonnanceofthe services associated with theAwtry From Home Protection Plan. The Purchaser will be required to enter into a separate contract with the third party provider pertaining toAway From Home Protection Plan. That plan has been referenced in this Agreement and included in the purchase price above solely for the convenience of the Purchaser in making payments. ITEMIZATION OF AMOUNT FINANCED of $ Amount paid to others on your behalf: $ (we may be retaining a portion of this amount). .$ to public officials, $' shall be credited to your account with Seller. to Assist America Prearrangement Services, Inc. ANNUAL FINANCE Amount Financed Total of Payments Total Sale Price PERCENTAGE CHARGE The amount of credit The amount you will have The total cost of your Jilif- RATE The dollar amount the provided to you or paid after you have made aU chase on credit, inclu ing The cost of vour credit credit will cost you. on your behalf. payments as scheduled. your down payment of as a yearly rate. $ - (b) - " (d) $ - (e) $ - (e)$ -- (a+d) $ " Your payment schedule will be: Number of Payments 1 Amount of Payments When Payments Are Due I) Beginnin.g One IS Prepayment: If you payoff early, you will be entitled to a rebate of all or part of the Finance Charge. Security: You an~ giving a security interest in the goods and property being purchased. Late Charges: Ifful1 payment is not made within 15 days after it is due, you will be charged $5.00 or 5% of such payment, whichever is less. Other Provisions: See this Agreement for any additional information about nonpayment, default, any required repayment in full (exclusive ofuneamed finance charges) before the scheduled date, and prepayment rebates and penalties. If accepted by Seller, the partles hereto agree to the followmg terms and condItIOns: I. Agreement to Pay. Having first been quoted both a Total Cash Price and a Total Sale Price for the items described above, and for value received, the undersigned Purchaser, jointly and severally, if more than one, promises to pay to the order of Seller, at its address shown below, the amount identified above as the Total of Payments in accordance with the payment schedule dates set out above. 2. Title. Seller will retain title to said Interment Rights and Merchandise until the Total Sale Price has been paid by Purchaser to Seller. 3. Cemetery Rules and Regulations. Purchaser agrees that all rights conveyed under this Agreement are subject to. and Purchaser agrees to at all times comply with, the present (and as may be hereafter adopted, amended or altered) Rules, Regulations and Bylaws of Seller, which are available for examination in Seller's office. 4. Prepayment. Upon prepayment in full, whether voluntarily or upon acceleration by reason of Purchaser's default and payment in full or judgment being entered against Purchaser for the unpaid balance, Purchaser shall receive a rebate of any unearned Finance Charge computed in accordance with the" Actuarial Method" If the Total Sale Price is paid within 12 months of the date of this Agreement, or on or before its maturity if it matures in less than 12 months, Purchaser will be entitled to a full rebate of aD): Finance Charge. 5. Interment and Recording Fee. Unless otherwise specifically provided herein, a charge for opening and closing the interment space and applicable cemete!)' document recording (herein referred to as "Interment and Recording Fee"), is not included in the Total Cash Price set forth herein, and there will be an added charge for this service at the time ofnee~. lfth~ Interment and Recording Fee is purchased hereunder, the price set forth herein r~f1ccts normal work hour rates. There will be an additional charge If the mterment service is provided on a weekend, holiday, or after normal work hours. 6. Issuance of Certificate ofInterment Rights. Upon payment of the Total Sale Price by the Purchaser, the Seller agrees to convey the above-described Interment Rights by issuance of a Certificate of Interment Rights to the person(s) designated below: NAME ADDRESS CITY NAME ADDRESS CITY NEXT OF KIJ\ Cily,St"t~.Zip Phone Notice to the Buyer - (1) Do not sign this Agreement before you read it or if it contains any blank spaces. (2) You are entitled to a completely filled-in copy of this Agreement. (3) Under the law, you have the right to pay off in advance the full amount due and under certain conditions to obtain a partial refund of the Sen:ice Charge. NOTICE: BY SIGNING THIS AGREEMENT, PURCHASER IS AGREEING THAT ANY CLAIM PURCHASER MAY HAVE AGAINST THE SELLER SHALL BE RESOLVED BY ARBITRATION AND PURCHASER IS GIVING UP BISfHER RIGHT TO A COURT OR JURY TRIAL AS WELL AS HlSIIIER RIGHT OF APPEAL. Buyer hereby acknowledges that this Agreement was completed as to all essential provisions before it was signed by Buyer and a copy thereof was delivered to Buyer at the time this Agreement was signed. Time tJ; 3(::, 0 AM fi4\P~source F5 Seller (Creditor): Signed this ~ I day of , ii, lolli. SCI The Internal Revenue Service does not quire your consent to any provision of this document ot~th~anthe certifica~ns re ired to avoid backup withhol 'ng. J '\ Purchmr " ce.u...;z:::. /J .~ .$ /\)Nq *S.S,l'.'. }L / '-- ~ 'if' 30 ;J-,J(" dt~;al:n ~Female Accepted Co-Purchaser Counsel Lla{~ olll..1b *l'nder penalties of perjury, the Purchaser represents and warrants that the Social Security number shown on is Agreement is h or her correct identification number and that he or she is not suhject 10 federal backup withholding or any order from the Internal Revenue Scniee that would require special reporling to the IRS b~' Seller. If This Sale Was Solicited And Your Agreement To Purchase Was Made At A Place Other Than The Seller's Place of Business: YOL, THE BUYERl MA Y CANCEL TIllS TR~"iSACTION AT AliY TIME PRIOR TO MlD~JGHT OF THE THIRD BUSINESS DA Y AFTER THE DA TE OF TIllS TRANSACTION. SEE THE A IT ACHED NOTICE OF CAli CELLA TION FORM FOR A:'i EXPLANATION OF THIS RIGHT. NOlICE: SEE OTHER SlOE FOR ADDITIONAL TERMS THAT ARE PART OF THIS AGREEMENT, MYERS-HARNER FUNERAL HOME, INC. 1903 MARKET STREET PO. BOX 291 CAMP HILL. PENNSYLVANIA 17011 ROBERT H. HARNER SUPERVISOR LOCALLY OWNED AND OPERATED TELEPHONE 717.737,9961 April 26, 2004 Mrs. Alvita G. Schell 213 North 36th Street Camp Hill PA 17011 Services for Patrick B. Schell April 12, 2004 Charges for Services Selected Professional Services Use of Facilities Automotive Equipment $ 3,775.00 $ 3,775.00 Charges for Merchandise Selected Casket Graveliner $ 550.00 600.00 $ 1,150.00 Cash Advanced Newspaper Notice/Local Clergy Certified Copies Flowers $ 85.00 100.00 30.00 186.00 Total due within thirty days, please: $ 401.00 $ 5,326.00 ROLLING GREEN CEMETERY 1111 CAI1ISU! Ill. · CAMP "IU. PA 17011 . (7In761-4055 THIS AGREEMENT PROVIDES FOR ENDOWMENT CARE CEMETERY I:'>ITER\lE:'>IT RIGHTS, :\tERCHANDISE AND SERVICES PURCHASEISEClJRlTY AGREEMENT NTC .J. . 802705 624 No. \ CLDY :1; Date: ~/ ~/ 0 'i The undersi.gned. referred to as "Purchaser", hereby agrees to purchase the Interment Rights, :i\1erchandise and Services described herein, subject to acceptance and approval of the above named cemetery, hereinafter referred to as "Seller". A J vJA C; 5,-:-he--/f ;v. '3(,' D 5-.t-. PURCHASER TELEPHOl"E: 717- 73/- <;; I ;is //J 170i / ADDRESS ,;2. I '5 C-o?- VY. P' ;-h / ) /' Zip Stllfe Cit) StrC:et :'<ameofDeceased Fe", 1-;.--,' c k Description of Interme~t Rights: ; ) Issue Certificate of Interment Rights to: ,;J. :;;c~A e. ) / 4-/ !.fA I Address ---- Stre-et City Zip Stille ~ INTERMENT RIGHTS, MERCHANDISE AND SERVICES Interment Rights (including Endowment Care ofS Interment Fees. . Memorialization - Type ).. . $ '670.00 Size 'Iemorial Base - Type Size Memorial Endowment Care of . l\Jemorial InstallationJInspectinn Fee.. Outer Burial Container ~ 'Iaterial Model Cremation Charge.. . Urn - Type Flower Vase - Type Nameplate .. Lettering ... Other Other Sales Tax. . Design_.. Color Supplier Size 570,00 TOTAL CASH PRICE.. LESS: <;/70,00 ,f?5" ?7t?,OO> ...e- DO\'fD Payment Cash .... Other Credit. Total Down Payment .' UNPAIDBALAACE OF CASH PRICE .' $ S< $ REMARKS: To ~! he. ,Y~e/ TERMS - CASH SALE The Total Cash Price is due and payable as of the date of this Agreement. A delinquency charge of percent will be assessed monthly on any balance not paid within 30 days ofthc date of this Agreement. Ifless than full payment is received, Seller shall deduct the accrued delinquency charge from the amount received, and credit the remainder of the payment received to the Unpaid Balance. SECURITY INTEREST: Seller (or its assigns) will have a security interest in the Interment Rights and Merchandise being purchased as described above. Seller will retain title to said Interment Rights and Merchandise until the Total Cash Price, together with any delinquency charges thercon have been paid by Purchaser to Seller. Purchaser agrees that all rights conveyed under this Agreement are subject to, and Purchaser agrees to at all times comply with, the present (and as may be hereafter adopted amended or altered) Rulcs, Regulations and Bylaws of Seller, which are availahle for examination in Seller's office. NOTICE: BY SIGNING THIS AGREEME:'IT, PURCHASER IS AGREEING THAT ANY CLAiM PURCHASER MAY Hi\. VE AGAINST TIIE SELLER SHALL BE RESOLVED BY ARBITRATION AND PURCHASER IS GIVING UP HISIHER RIGHT TO A COURT OR JURY TRIAL AS WELL AS HISIHER RIGHT OF APPEAL. Signed this ?p day of /~'Y' I Purchaser j (t~ .2J, >><t.d!--- Purchaser :;:;;c. 5ec.#;;2~ /? '3 /3.0 .5) , 2 fJ .i1!:t- IVi'Fe- Relationship Counselor: Rei;ltloDship elfz:::-- !\OTtU:: SEE OTHER slIn: FOR AlJDITlONAI. TERMS A'i\} eO'iDITIO!\S willen ARE PART OF THIS AGRFE'lE'iT i'OR\1 I\F\ ~: 211(i~ ~CI U' \'.:\11 i f: __ Cr;\'IFT?~Y UW', 'ITLL()\\ .l.,PPkO\'ED Ci_sn)\lER COpy I'I:\K CLST()~lI-R CCWl LJ COpy REV-1512 EX+ \12-03) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF 'I' _ r, FILE NUMBER .:sC.H I:=.. L L I r-'(:} ~ I c..l-<... [3. <~ \ '-0 t.{ - 038 -r Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. VALUE AT DATE OF DEATH ITEM NUMBER I(,~ I I. f~ (C_T'lL q C\ (j 0 \ '1 :~+oc; let i7 d. I J q 5(:) DC I~ (ct ,t;b I O()(>o I c\ I (.e '+c:l,3cZv 'J?l ri~1 433. (JC) A (<:+ --ti: 400 I eCI is I () <1 :3d2L, tfS 1/ q c1 {:; cf~~ .i)O ~ / //~:,~, (") c.~ ; /..f-'t :> 91 ~. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT DESCRIPTION (" H f\ ':J t: ~ {~'Il. 0 .."\.u c.-- 1.Z~l\ N \~ I'\c. c+ ..:t:t-S i -, q '-IS~:2 S ::3 (J .J., D I 5i C' ,) t ~ c ,0. {.~, D ,1,,~-t .d:. CcCl I , oo~'-H:;o~cl ,-I ....:d..:2 .-. .Z' . '0 ~- , .c:- ." c (,,\ ._/ -:) \.:) 8 <.oc\ ~,,~ 2- 7/ I. Sc{-q. 60 I 3. , I~D H LS c: I~ 1<20 * l!> t.o \ Ci 0 Gel J Y02.o(.) Y. f\~V\ C:J2( c A 1 (/:{) . 00 / ~. (r b - c' 521 6'. If) ;'7Lj 9~~ 905 ;20 f\;l 01~(~ 5, t""j 'f..T k\ .~\ 1\ K ( \J t\ N.) G. ()fJL '-'hANk- 7 Il/i-Jrrol/!4t.- ;Qcc.J!/o.j - V.J:n "jar ("1 -1. /1 J /" / /' j' ./ , / 1 .f::tL /' - c-:-i-....] j, C-(flS/7(") fer! 71ft.. 109/..( <.. L '>/.s,,} /'2/..-;.,v75 !-fl!.. /t.lt/ :J::.Jv- . IV j,,,,,<.Jhr/- r/. clc;.,I:.; Ii!!), Na;/ffi :J-}I-J7+Ug-I.., ~ / 1t) fir' illlfcr. ,--I- ,,,:.- d; $(--, t.) ;t-: p'. {? K!.c'r Aar J Z Z. 71!:. 9Y lizi {y .f;; r/-IIIo5;~~'. ,hJ? Jit (-1:/.1- Z Z (1 57,5:3 ~ ;{/ 7', TOTAL (Also enter on line 10. Recapitulation) $ /:3 7 ~9t/: t) 2- (If more space IS needed. Insert addlbonal sheets of the same size) PERSONAL CREDIT REPORT SCHELL, PATRICK B 213 N 36TH STREET CAMP HILL, PA 17011 SSN#: 171-28-1432 Reference #: Password: UEDPL-430053 ] waApK6y6Y2 lU. mt.... 41~. Report from these Credit Bureaus Trans Union, Equifax and Experian > - Derogatory' Ti~ades- - -- - -. . , -. : ~ _-.--.-: Creditor Name Historical Status Past Due Account Number 60 90 Last Past FST USA BK B 11/01 05/94 546664030090 11/99 Late Dates: 60 SLOW-312000 30 SLOW-212000 CREDIT CARD, CANCELED BY CREDIT GRANTOR 12897 13500 o REV CURR 23 1 1 0 INDIV TRANS UNION-l o 03/00 FIRST USA 11/01 05/94 13500 0 CURR 546664030090 06/00 REV INDIV Late Dates: 60 SLOW-3/2000 30 SLOW-212000 PAID ACCOUNT 1 ZERO BALANCE, ACCOUNT CLOSED BY CREDIT GRANTOR 26 1 1 0 EQUIFAX-l 03/00 FIRST USA BANK N A 5466640300901070 Late Dates: 60 SLOW-312000 30 SLOW-212000 CREDIT LINE CLOSED-GRANTOR REQUESTED-REPORTED BY SUBSCRIBER, PAID ACCOUNT/ZERO BALANCE, CURRENT ACCOUNTIW AS DELINQUENT 60 DAYS PAST DUE DATE, CREDIT CARD, TERMS REV 11/01 05/94 CURR 13500 REV INDIV 25 1 1 0 EXPERlAN-1 03/00 MBNA AMERICA BANK NA 10/99 04/97 0 CURR 31 2 0 0 042011323256 03/99 500 REV NOT-ASSOC EXPERIAN-l 02/99 Late Dates: 30 SLOW-211999 30 SLOW-I0/1998 CREDIT LINE CLOSED-CONSUMER REQUESTED-REPORTED BY SUBSCRIBER, CLOSED ACCOUNT, CURRENT ACCOUNTIW AS 30 DAYS PAST DUE DATE TWO TIMES, CREDIT CARD, TERMS REV Trades Creditor Name T enns Current Status Historical Status Past Due Times Past Due Account Number eel. Type ECOA # Mo 30 60 90 Last Past BANK AMERICA 08/99 06/94 75000 CURR 25 0 0 0 0 6020030543177 07/99 MTG JOINT TRANS UNlON-l Loan Term: 360M CONVENTIONAL RE MORTGAGE BANKAMERIC 09/99 06/94 75000 6020030543177 08/99 FANNIE MAE ACCOUNT, PAID ACCOUNT 1 ZERO BALANCE o INST CURR 40 0 0 0 JOINT EQUTFAX-l UEDPL-4300531 Page 1 of 13 Trades (continued) Creditor Name Current Status Account Number ECOA # Mo 30 60 90 Last Past Historical Status Times Past Due Past Due BANK OF AMERICA MORTGA 09/99 06/94 6020030543177 75000 INST CURR 31 0 0 0 JOINT EXPERIAN-l Loan Term: 360M AMOUNT IS ORIGINAL LOAN AMOUNT, PAID ACCOUNT/ZERO BALANCE, THIS IS AN ACCOUNT IN GOOD STANDING, CONVENTIONAL REAL ESTATE LOAN, INCLUDING PURCHASE MONEY FIRST BK1 DENAR 05/96 09/92 0 CURR 44 0 0 0 5348189996093259 10/92 REV JOINT EXPERIAN-1 INACTIVE ACCOUNT, TillS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV CBUSASEARS 03/04 01/95 126 0 CURR 24 0 0 0 0 512107188489 08/98 4400 REV INDIV TRANS UNION-1 CREDIT CARD CBUSASEARS 03/04 01/95 0 CURR 78 0 0 0 512107188489 03/04 4400 REV INDIV EQUIFAX-I CREDIT CARD CBUSASEARS 03/04 01/95 0 CURR 85 0 0 0 5121071884896675 08/98 4400 REV INDIV EXPERIAN-l OPEN ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV CHASE 04/96 08/85 0 CURR 99 0 0 0 5465988610 2100 REV INDIV EXPERIAN-l CREDIT LINE CLOSED-CONSUMER REQUESTED-REPORTED BY SUBSCRIBER, CLOSED ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TEIUv1S REV CHASE NA ,.\,5179452530 Loan Term: MIN CREDIT CARD 03/04 09/02 1549 3200 1549 30 CURR 12 0 0 0 REV AUTHSPOUSE TRANS UNlON-1 o CHASE NA 5179452530 CREDIT CARD 03/04 03/04 09/02 3200 1549 30 CURR 11 REV AUTHSPOUSE o 0 0 EQUIFAX-l CHASE 03/04 09/02 1549 30 CURR 12 0 0 0 5179452530 3200 REV AUTHSPOUSE EXPERIAN-l OPEN ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV CITI 06/02 12/87 0 CURR 48 0 0 0 0 412800230068 03/02 6700 REV INDIV TRANS UNION-! CREDIT CARD, ACCOUNT CLOSED BY CONSUMER CITI 06/02 12/87 0 CURR 99 0 0 0 412800230068 03/02 6700 REV INDlV EQUIFAX-I ACCOUNT CLOSED BY CONSUMER UEDPL-4300531 Page 2 of 13 Trades (continued) Creditor Name Past Due Account Number 60 90 Last Past cm 06/00 03/98 0 CURR 27 0 0 0 0 412800392198 5000 REV AUTHSPOUSE TRANS UNlON-1 CREDIT CARD cm 06/00 03/98 0 CURR 27 0 0 0 412800392198 03/98 5000 REV AUTHSPOUSE EQUIFAX-l cm 06/00 03/98 0 CURR 28 0 0 0 412800392198 REV AUTHSPOUSE EXPERIAN-l INACTIVE ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV cm 02/02 07/89 0 CURR 48 0 0 0 0 542418039428 12/01 3500 REV INDIV TRANS UNION-l CREDIT CARD, ACCOUNT CLOSED BY CONSUMER cm 02102 07/89 0 CURR 99 0 0 0 542418039428 07/01 3500 REV INOIV EQUIFAX-l ACCOUNT CLOSED BY CONSUMER cm 03/02 07/89 0 CURR 99 0 0 0 542418039428 12/01 0 REV INDIV EXPERIAN-l CREDIT LINE CLOSED-CONSUMER REQUESTED-REPORTED BY SUBSCRIBER, CLOSED ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV cm Il10 1 03/98 542418053835 5000 CREDIT CARD, ACCOUNT CLOSED BY CONSUMER CITI IlIO 1 03/98 542418053835 09/01 ACCOUNT CLOSED BY CONSUMER o CURR 07 0 0 0 REV AUTHSPOUSE TRANS UNION-I o 5000 o CURR 07 0 0 0 REV AUTHSPOUSE EQUIFAX-I cm 12101 03/98 0 CURR 09 0 0 0 542418053835 0 REV AUTHSPOUSE EXPERIAN-l CREDIT LINE CLOSED-CONSUMER REQUESTED-REPORTED BY SUBSCRIBER, CLOSED ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV CITl-TEXACO 05/03 03/97 0 0 CURR 48 0 0 0 0 1181 ]6 05/98 1600 REV JOINT TRANS UNION-l CREDIT CARD, CLOSED TXACO/CITl 05/03 03/97 1600 0 CURR 19 0 0 0 II 8 1168582 05/98 REV JOINT EQUIFAX-l PAlD ACCOUNT / ZERO BALANCE, CREDIT CARD TXACO/CITI 05/03 03/97 CURR 20 0 0 0 1181168582 1600 REV JOINT EXPERIAN-l PAlO ACCOUNTIZERO BALANCE, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV UEDPL-4300531 Page 3 of 13 Trades (continued) Creditor Name Past Due 60 90 Last Past Account Number .~IilIIW~ FIN 601 100246029 Loan Term: MlN CREDIT CARD 03/04 09/00 02/04 ...,:' 6190 246 CURR 48 0 0 0 6000 REV AUTHSPOUSE TRANS UNION-I o DISCOVR CD 601100246029 CREDIT CARD 03/04 03/04 09/00 6190 6190 246 REV CURR 42 0 0 0 AUTHSPOUSE EQUIFAX-I DISCOVER FINANCIAL SVC 03/04 09/00 6 I 90 6190 246 CURR 43 0 0 0 601100246029 02/04 REV AUTHSPOUSE EXPERIAN-I OPEN ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV r \ St?tb~nDlSa~;\I,ER.FIN 07/01 10/91 0 ..J 601100272852 10/98 7400 CREDIT CARD, ACCOUNT CLOSED BY CONSUMER o REV CURR 18 0 0 0 JOINT TRANS UNION-I o DISCOVR CD 07/01 10/91 0 CURR 601100272852 05/01 REV JOINT ACCOUNT CLOSED AT CONSUMERS REQUEST, PAID ACCOUNT / ZERO BALANCE 99 0 0 0 EQUIFAX-I DISCOVER FINANCIAL SVC 05/01 10/91 CURR 24 0 0 0 601100272852 7400 REV JOINT EXPERIAN-I CREDIT LINE CLOSED-CONSUMER REQUESTED-REPORTED BY SUBSCRIBER, PAID ACCOUNT/ZERO BALANCE, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV DISCOVER FIN 04/04 07/00 2204 0 CURR 45 0 0 0 0 601130023015 07/02 4900 REV AUTHSPOUSE TRANS UNION-I CREDIT CARD DISCOVR CD 04/04 07/00 2204 0 CURR 45 0 0 0 601130023015 04/04 REV AUTHSPOUSE EQUIFAX-I CREDIT CARD DISCOVER FINANCIAL SVC 04/04 07/00 0 CURR 44 0 0 0 601130023015 07/02 4900 REV AUTHSPOUSE EXPERIAN-I OPEN ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV DISCOVER FIN 11/95 04/92 80 601130066850 08/94 7500 CREDIT CARD, ACCOUNT CLOSED BY CONSUMER o UNRATED 0 0 0 REV JOINT TRANS UNION-I o DISCOVR CD 11/95 04/92 7500 0 601130066850 08/94 REV PAID ACCOUNT / ZERO BALANCE, ACCOUNT CLOSED BY CONSUMER CURR 42 0 0 0 JOINT EQUIFAX-I DISCOVER FINANCIAL SVC 08/94 04/92 CURR 29 0 0 0 601130066850 7500 REV JOINT EXPERIAN-I CREDIT LINE CLOSED-CONSUMER REQUESTED-REPORTED BY SUBSCRIBER, PAID ACCOUNT/ZERO BALANCE, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV UEDPL-4300531 Page 4 of 13 Trades (continued) Creditor Name Current Status Historical Status Past Due Times Past Due Account Number ECOA #Mo Last Past 30 60 90 FRD MOTOR CR 03/96 05/93 9567 0 CURR 0 0 0 0 JJA2755BX3 04/94 INST JOINT TRANS UNION-I Loan Term: 48M AUTOMOBILE FMCC 02/96 05/93 9567 0 CURR 33 0 0 0 JJA2755BX3 02/96 INST JOINT EQUIF AX-I PAID ACCOUNT / ZERO BALANCE FORD CRED 12/95 05/93 9567 CURR 32 0 0 0 JJA2755BX3 INST JOINT EXPERlAN-l Loan Term: 48M AMOUNT IS ORIGINAL LOAN AMOUNT, PAID ACCOUNTIZERO BALANCE, THIS IS AN ACCOUNT IN GOOD STANDING, AUTO LOAN FST USA BK B 12/99 02/98 9000 0 CURR 23 0 0 0 0 479133800205 9000 REV AUTHSPOUSE TRANS UNION-I CREDIT CARD FUSA NA 12/99 02/98 0 CURR 22 0 0 0 479133800205 05/99 9000 REV AUTHSPOUSE EQUIFAX-l CREDIT CARD FIRST USA BANK N A 04/00 02/98 9000 CURR 12 0 0 0 479133800205 REV AUTHSPOUSE EXPERIAN-l CREDIT LINE CLOSED-CONSUMER REQUESTED-REPORTED BY SUBSCRIBER, PAID ACCOUNT/ZERO BALANCE, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV FUSABK NA 03/04 01/00 0 424631127403 4500 CREDIT CARD, ACCOUNT CLOSED BY CONSUMER o REV CURR 38 0 0 0 INDlV TRANS UNION-l o FUSABANKNA 03/04 01/00 4500 0 CURR 424631127403 03/02 REV INDlV ACCOUNT CLOSED AT CONSUMERS REQUEST, PAID ACCOUNT / ZERO BALANCE 50 0 0 0 EQUIFAX-I BANK ONE 03/04 01/00 4500 CURR 50 0 0 0 4246311274035051 REV INDlV EXPERIAN-l CREDIT LINE CLOSED-CONSUMER REQUESTED-REPORTED BY SUBSCRIBER, CLOSED ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV GECAF/MBGA 44808222929 07/98 04/98 06/98 880 7500 o REV CURR 04 0 0 0 INDlV TRANS UNION-l o GECAF/GECC CG6H4480-8222929 07/98 04/98 06/98 880 o REV CURR 03 0 0 0 INDIV EQUIFAX-l GECAF/MCCBG 07/98 04/98 0 CURR 05 0 0 0 CG6H4480822 06/98 7500 REV INDIV EXPERIAN-I INACTIVE ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, REVOLVING CHARGE ACCOUNT UEDPL-4300531 Page 5 of 13 Account Number DLA ECOA HDMBGNCDTCR 04/97 04/97 0 0 UNRATED 0 0 0 0 79510025830 5000 REV JOINT TRANS UNION-I HOMED/MBGA 04/97 04/97 0 UNRATED 0 0 0 CG327951-0025830 04/97 REV JOINT EQUIFAX-l HHLD BANK 05/96 03/87 0 CURR 99 0 0 0 3148352 REV INDlV EXPERIAN-l INACTIVE ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV HHLD BANK 03/00 03/87 0 0 CURR 27 0 0 0 0 848752 4000 REV INDIV TRANS UNION-I LINE OF CREDIT, ACCOUNT CLOSED BY CONSUMER HHLD BANK 03/00 03/87 4000 0 CURR 99 0 0 0 03848752 11/97 REV INDlV EQUIFAX-I PAID ACCOUNT / ZERO BALANCE, LINE OF CREDIT HHLD BANK 01198 03/87 CURR 99 0 0 0 848752 REV INDlV EXPERIAN-l PAID ACCOUNT/ZERO BALANCE, THIS IS AN ACCOUNT IN GOOD STANDING, CHECK CREDIT OR LINE OF CREDIT JUNIPER BANK 5140210002 CREDIT CARD, CLOSED 03/04 12/01 o 5000 o CURR 26 0 0 0 REV AUTHSPOUSE TRANS UNION-I o JUNIPER BK 03/04 12/01 5000 514021000276 02/04 PAID ACCOUNT / ZERO BALANCE, CLOSED ACCOUNT o CURR 25 0 0 0 REV AUTHSPOUSE EQUIFAX-l JUNIPER BANK 03/04 12/01 CURR 27 0 0 0 5140210002 5000 REV AUTHSPOUSE EXPERIAN-l CREDIT LINE CLOSED-GRANTOR REQUESTED-REPORTED BY SUBSCRIBER, PAID ACCOUNT/ZERO BALANCE, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV KOHLS DEP ST 33218860652 Loan Term: MIN CREDIT CARD 03/04 02/04 12/01 408 1200 398 19 REV CURR INDIV 36 0 0 0 TRANS UNION-l o K.OHLS 33218860652 CREDIT CARD 04/04 12/01 04/04 1200 402 20 REV CURR 27 0 0 0 INDlV EQUIFAX-l KOHLS 04/04 12/01 402 20 CURR 28 0 0 0 033218860652 02/04 1200 REV INDIV EXPERIAN-l OPEN ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV UEDPl-4300531 Page 6 of 13 Trades (continued) Creditor Name Date Date High Re crted Opened Credit Account Number DLA Credn Limit M W ARDIMBGA 14114970816 03/95 07/91 o 1700 o UNRATED 0 0 0 REV lNDlV TRANS UNION-\ o MONTIWARD 03195 07/91 CP8P1411-4970816 PAID ACCOUNT 1 ZERO BALANCE o UNRATED 41 0 0 0 REV INDlV EQUlFAX-l MW ARDIMBGA 04/96 07/91 0 CURR 59 0 0 0 CP8PI411497 REV INDlV EXPERIAN-I INACTrvE ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING. REVOL VING CHARGE ACCOUNT MBGNHECHING 05/96 05/96 0 0 UNRATED 0 0 0 0 50392776907 2000 REV JOINT TRANS UNION-l HECHI/MBGA 05196 05/96 0 UNRATED 0 0 0 CG4D5039-2776907 05/96 REV JOINT EQUIFAX-l MBGNJC PENNEY 04/96 12/9\ 76 0 CURR 53 0 0 0 767378771 01193 REV COMAKER EXPERlAN-l INACTIVE ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, REVOLVING CHARGE ACCOUNT MBNAAMERICA 03/04 08/96 21956 21956 413 CURR 48 0 0 0 0 999017340919 03/04 2\000 REV !NDIY TRANS UNION-I Loan Tenn: MIN CREDIT CARD, ACCOUNT CLOSED BY CONSUMER MBNAAMER 03/04 08/96 21956 413 CURR 64 0 0 0 999017340919 03/04 20700 REV INDIV EQUIFAX-l CREDIT CARD MBNA AMERICA BANK NA 03/04 08196 2\956 21956 413 CURR 92 0 0 0 999017340919 03/04 REV INDIV EXPERIAN-I OPEN ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV MBNA AMERICA 05103 12/97 719 294027059890 04/03 18700 CREDIT CARD, ACCOUNT CLOSED BY CONSUMER o CURR 47 0 0 0 REV AUTHSPOUSE TRANS UNION-l o MBNA AMER 294027059890 CREDIT CARD 05/03 12197 04/03 18700 o CURR 65 0 0 0 REV AUTHSPOllSE EQUIFAX-I MBNA AMERICA BANK NA 04/04 12197 0 CURR 77 0 0 0 294027059890 04/03 18700 REV AUTHSPOUSE EXPERlAN-l OPEN ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV REV CURR INDIV 16 0 0 0 0 TRANS UNION-I MBNA AMERICA 02/03 11/01 0 297967796504 6000 CREDIT CARD, ACCOUNT CLOSED BY CONSUMER UEDPL-4300531 o Page 7 of 13 Trades (continued) Creditor Name Account Number MBNA AMER 02/03 11101 6000 297967796504 11101 ACCOUNT CLOSED BY CONSUMER, CREDIT CARD CURR 15 0 0 0 INDIV EQUlFAX-l o REV MBNAAMERICA BANK NA 02/03 11101 0 CURR 15 0 0 0 297967796504 6000 REV INDlV EXPERIAN-J CREDIT LINE CLOSED-CONSUMER REQUESTED-REPORTED BY SUBSCRIBER, CLOSED ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, CREDIT CARD, TERMS REV 03/04 03/04 07/99 23360 6433 433 INST CURR 48 0 0 0 TRANS UNION-l ~ MfBANKES 10000191640130001 ,td k\ ( Loan Term: 12M AUTOMOBILE M&TlL r 10000191640130001 \ AUTO \ . M&TBANK ~ 10000191640130001 Loan Term: 12M AMOUNT IS ORIGINAL LOAN AMOUNT, OPEN ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, AUTO LOAN . INOlV 03/04 03/04 07/99 23360 6433 433 INST 56000 EQUIFAX-I CURR 1N00V 02/04 01/04 07/99 23360 7170 433 INST CURR 57 0 0 0 EXPERIAN- J INOlV OCWEN FSB 05/03 08/99 95000 0 CURR 42 0 0 0 35052745 06/02 MTG JOINT TRANS UNION-I Loan Term: 360M pJ-J .~ \~.t- REAL ESTATE, CLOSED OCWEN FED 06/02 08/99 95000 0 CURR 31 0 0 0 35052745 05/02 INST JOINT EQUIFAX-I REAL ESTATE MORTGAGE OCWEN FEDERAL BANKlQC 06/02 08/99 95000 CURR 18 0 0 0 . 35052745 INST JOINT EXPERIAN-I \ I Loan Term: 30M \I AMOUNT IS ORIGINAL LOAN AMOUNT, PAID ACCOUNTIZERO BALANCE, THIS IS AN ACCOUNT IN GOOD STANDING. REAL ESTATE SPECIFIC TYPE UNKNOWN ~ \ ilY '\ V.;'if \:~ PNC BANK,. 4001008109332448 Loan Term: 180M HOME IMPROVEMENT 03/04 03/04 06/02 bC 107305 -- 99.686 ) , 963 INST CURR 22 0 0 0 PARllC1PAT TRANS UNION-I PNC BANK 400J 0081 09332448 HOME IMPROVEMENT LOAN 02104 02104 06/02 107000 loqooO 963 INST CURR 20 0 0 0 COIvIAKER EQUIFAX-I UEDPl-4300531 Page 8 of 13 o I O'fJ 1'" l'A}w11 V~ I rrrlP ( . ~ ' f!{~/( o ~/ )p./ VjiU r , f}f o ~ ~ Trades (continued) Creditor Name Historical Status Times Past Due Current Status ECOA # M 30 60 90 Last Past Account Number PNCBANK 03/04 06/02 107305 99686 963 CURR 22 0 0 0 ,I0---/' 4001008109332448 03/04 INST COMAKER EXPERIAN-l 0t.. /r ,.///'""" Loan Term: 180M ~ AMOUNT IS ORIGINAL LOAN AMOUNT, OPEN ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, HOME . IlI1PROVEMENT LOAN ~~.=.:..::-:-~ II ;( PNC BANK 06/95 12/92 ~o.QQQlLOQ~2Q.Ql8.~~ 06195 REAL_E~TATE.M~~~fGAGE~ PNC BANK 06/95 12/92 40000000420018558 06/95 (~PAID ACCO~1 ZE~O BAL~:; PNCBANK 07/95 12/92 24697 0 40000000420018558 INST Loan Term: 120M ,/ ------- _ AMOUNT IS ORIGINAL LOAN AMOUNT, PAID ACCOUNT/ZERO BALANC/VTHIS IS AN ACCOUNT IN GOOD STANDING, REAL ESTATE MORTGAG~~d(LATERAL. USUALLY A SECOND MORGAGE 24697 o CURR o 0 0 TRANS UNlON-1 MTG MAKER 24697 o CURR 30 0 0 0 EQUIFAX-I INST MAKER ./l / CURR 32 0 0 0 EXPERIAN-l MAKER PNC BANK 40000008006552713 /---~ Term: 60M CAUTOM~L~ CLOSED 07/99 08/96 07/99 17200 o CURR 24 0 0 0 INDlV TRANS UNlON- I INST PNC BANK 07/99 08/96 AQQO{)OQ8-.O!!..~552-'ZJ.L____ 06129 ',--- PAID ~UNT I ZERO BALANCE, AUTo--;, PNCBANK 07/99 08/96 17200 CURR 35 0 0 0 40000008006552713 INST INDlV EXPERlAN-l ~erm: 60M -~'-----..._--.-.._- .....-----, ( AMOUNT IS ORIGINAL LOAN AMOUNT, PAID ACCOUNT/ZERO BALANCE/THIS IS AN ACCOUNT IN GOOD ---2!'ANDING, AUTO L()_~--- --' --" --- -. - 17200 o CURR 35 0 0 0 EQUlFAX-J INST INDIV PNC MORTGAGE 02/96 06/94 75000 0 CURR 0 0 0 0 1550090305389 01196 MTG JOINT TRANS UNION-I Loan Term: 360M CONVENTrONAL RE MORTGAGE, TRANSFERRED TO ANOTHER LENDER WAMUTUHM 02196 06/94 75000 0 CURR 09 0 0 0 1550090305389 01/96 INST JOINT EQUIFAX-l TRA VLRS ACPT 08/95 04/95 9298 0 CURR 0 0 0 0 20591 INST lNDlV TRANS UNION- I UNSECURE~ UEDPL-4300531 Page 9 of 13 Past Due , /;tL./ 't'r~~ OC) .:. ) rei L) _ i ~ f1'" Trades (continued) UGI CORP 217561380024 UTILITY COMPANY 01/04 06/94 12/03 40 Historical Status Past Due Times Past Due 30 60 90 Last Past 0 CURR 11 0 0 0 0 OPEN INDIV TRANS UNlON- 1 0 CURR 10 0 0 0 OPEN INOlV EQUIFAX-l Creditor Nwne Account Number UGI CORP 2 I 7561380024 UTILITY 01/04 06/94 12/03 40 UGI UTILITIES INC 217561380024 Loan Term: 1M AMOUNT IS ORIGINAL LOAN AMOUNT, OPEN ACCOUNT, THIS IS AN ACCOUNT IN GOOD STANDING, UNKNOWN - CREDIT EXTENSION, REVIEW, OR COLLECTION 03/04 02/04 06/94 40 30 CURR INST INOlV 13 0 0 0 EXPERIAN-I WELLS FARGO 10/98 05/94 13500 0 CURR 15 0 0 0 0 541037873666 09/98 13500 REV INOlV TRANS UNlON-1 CREDIT CARD, TRANSFERRED TO ANOTHER LENDER ~ ~L WFB CD SVC 10/98 05/94 13500 0 CURR 52 0 0 0 541037873666 09/98 REV INOlV EQUIFAX-l ACCOUNT TRANSFERRED OR SOLD, CREDIT CARD ~-.....-c-9-~_ Account Number Client Credit Limit ECOA ~) ! ,I NATL RECOVER 01103 12/02 160 36293128 VASCULAR ASSOCIATES DATE OF LAST ACTIVITY WITH ORIGINAL CREDITOR: 12/0112002 PLACED FOR COLLECTION 160 o COLL ACCT lNDlV TRANS UNION-l ~ i n i NATIONAL RECOVERY AGEN 01103 12/02 160 160 I CHG OFF 160 ,'( \ 36293128 VASCULAR ASSOCIATES INDlV EXPERIAN-l rf 1)'0- ' AMOUNT IS ORIGINAL LOAN AMOUNT, ACCOUNT SERIOUSLY PAST DUE DATE/ACCOUNT ASSIGNED TO (l./"'"' ~ ATTORNEY, COLLECTION AGENCY, OR CREDIT GRANTOR'S INTERNAL COLLECTION DEPARTMENT, ---- ,COLLECTION DEPARTMENT/AGENCY/ATTORNEY '- NATIONAL RECOVERY 01103 12/02 160 36293128 VASCULAR ASSOCI DATE OF LAST ACTIVITY WITH ORIGINAL CREDITOR: 06/01/2002 UNPAID 160 INDIV CHG OFF EQUIFAX-l 160 Public Record Information No Public Records exist on this report. Inquiries PNC BANK 5/28/2002 TRANS UNION-I UEDPL-4300531 Page 10 of 13 Pennsylvania Gastroenterology Consultants 899 Poplar Church Road Camp Hill, PA 17011 (717)763-0430 Fax (717)763-9854 July 29, 2004 PatrickB Schell 213 N 36th Street Camp Hill, PA 17011 Re: Account: 100552 Patrick B Schell Dear Schell: Re: Overdue balance of$18.96 We have exhausted all efforts in trying to contact you. Since we have not had any explanation for your non- payment, we have no alternative but to prepare your account for further collection activity, small claims court, and possible TRW reporting. So that this matter can be resolved, make payment immediately. If you would like to pay your account by credit card, complete the section below and return this letter to us. Thank you for your prompt attention to this matter. Sincerely, VIVIAN SLAGLE Collections Department Re: Account: 100552 Patrick B Schell _ I will contact my insurance company immediately to [md out why the claim hasn't been paid and then call your office. Your records must be wrong. I paid $ on this date with check # _ Your records are correct, my check is enclosed. PLEASE CHARGE MY CREDIT CARD Visa Mastercard AMOUNT AUTHORIZED Account # Expiration Date Signature l..._....__A......_...~..__'IIII._.._a___.._ TIMOTHY A. CLARK, MD LLC 5 WILLOW MILL PARK RD #1 MECHANICSBURG, PA 17050 Page No.: 1 Tax I.D. 562382216 Tel: 888/624-3704 Patient: SCHELL,PA TRICK STA1'EIIIENT DATE MY1lIIS AMOUNT ACCOUNT NO. 07/12/04 $ 218.90 21474878 - 1 ! 'SHOW AMOUNT $ PAID HERE SCHELL, PATRICK 213 N 36TH ST CAMP HILL,PA 17011 TIMOTHY A. CLARK, MD LLC 5 WILLOW MILL PARK RD #1 MECHANICSBURG, PA 17050 o Please check box if above adoress is incorrect Dr insurance . information has chall!llld. and InolCale changl:(s) on r&ver5e Sloe. Place Codes: IH:;:;ln Patient OH:;:;Out Patient STATEMENT PLEASE DETACH AND RETURN TOP PORTION WITH YOUR PAYMENT IN ENCLOSED ENVELOPE ER:;:;Emergency Room Date ICD9 CD PL* Description Amount Balance Balance forward 0.00 04/05/04 518.81 IH 99291 CRITICAL CARE, (74 400.00 119.68 04/21/04 MED MEDICARE PAYMENT -78.71 04/21/04 MCDD MEDICARE DEDUCT NOT 100.00 04/21/04 MCDS MEDICARE DISALLOWANC -201. 61 04/05/04 - 04/05/04 518.81 IH 99292 CRITICAL CARE, ADD 400.00 39.69 04/21/04 MED MEDICARE PAYMENT -158.77 04/21/04 MCDS MEDICARE DISALLOWANC -201. 54 04/06/04 518.81 IH 99291 CRITICAL CARE, (74 400.00 39.68 04/22/04 MED MEDICARE PAYMENT -158.71 04/22/04 MCDS MEDICARE DISALLOWANC -201.61 04/06/04 518.81 IH 99292 CRITICAL CARE, ADD 200.00 19.85 04/22/04 MED MEDICARE PAYMENT -79.38 04/22/04 MCDS MEDICARE DISALLOWANC -100.77 -~_. --.- - - .-_. .-...- - Current Amount Past Due Amount I Please Pay This Amount: I $ 218.90 $ 0.00 $ 218.90 TIMOTHY A. CLARK MD LLC YOUR ACCOUNT IS SERIOUSLY DELINQUENT! ANY FURTHER DELAY IN PAYMENT MAY CAUSE YOUR ACCOUNT TO BE REFERRED FOR COLLECTION. 5 WILLOW MILL PARK RD #1 MECHANICSBURG. PA 17050 Tax I.D. 562382216 Tel: 888/624-3704 Patient: SCHELL,PATRICK ~T4TI=MFNT r MOFFITT HEART & VASCULAR GROUP 1000 NORTH FRONT STREET WORMLEYSBURG, PA 17043 174.96* Address Service Requested MC VISA Disc Cardlf-=-- -=- _ _ Exp _/_ Signature *******AUTO**3-DIGIT 170 20108 PATRICK B SCHELL 213 N 36TH STREET CAMP HILL PA 17011-2606 1'11111'1111I'111111111I11111.1.1111111111111111.1111111111.11 20 56 MOFFITT HEART & VASCULAR GROUP 1000 NORTH FRONT STREET WORMLEYSBURG, PA 17043 _4&~I~~~~ Date Pat# Prv# i Ms t Service Oescri tion C t Ox Char e '--M-ESSAG-ES-EXPLAINE-D--.~-<BELOW---------------.-'-<----------.. --------- Payment Adjust .~ ~ *** Your Account Balance is Overdue! Please make Payment Immediate1v!!! *** *****************************************************~***************~************* Insurance Charges pending to Prv: 145.00 145.00 04/05/04 1 13 CATHERIZATION RIGHT & LEF 93526 427.41 800.00 04/23/04 Accept Assign Adj. -467.99 04/23/04 Medicare Payment 265.61 66.40* 04/05/04 1 13 INTRA-AORTIC BALLOON PUMP 33967 427.41 500.00 04/23/04 Accept Assign Adj. -372.54 04/23/04 Medicare Payment 101.97 25.49* 04/05/04 1 13 CARDIOPULMONARY RESUSCITA 92950 427.41 360.00 04/23/04 Accept Assign Adj. -177.12 04/23/04 Medicare Payment 146.30 36.58* 04/05/04 1 13 Insert Heart E1ectrode/Pa 33210 427.41 350.00 04/23/04 Accept Assign Adj. -263.61 04/23/04 Medicare Payment 69.11 17.28* 04/05/04 1 13 IMAGING SUPERVISION PUL/C 93556 427.41 90.00 04/23/04 Accept Assign Adj. -46.38 04/23/04 Medicare Payment 34.90 8.72* 04/05/04 1 13 INJECT FOR CORONARY ANGlO 93545 427.41 90.00 04/23/04 Accept Assign Adj. -69.22 04/23/04 Medicare Payment 16.62 4.16* 04/05/04 1 13 X-RAY & PACEMAKER INSERTI 71090 427.41 60.00 04/23/04 Accept Assign Adj. -31.96 04/23/04 Medicare Payment 22.43 5.61* 04/06/04 1 78 HOSPITAL SUBSEQUENT CARE 99232 414.01 80.00 05/12/04 Accept Assign Adj. -26.41 05/12/04 Medicare Payment 42.87 10.72* 00/00/00 0.00 DATE lAST PAlO AMOUNT MAKE CHECK PAYABLE TO: MOFFITT HEART & VASCULAR GROUP 1000 NORTH FRONT STREET WORMLEYSBURG, PA 17043 PAT# I-PATRICK B SCHELL PRvlf 13-BACHINSKY. WILLIAM, MD PRvlf 78-WALSH, TIMOTHY, MD Ph: (717)-731-8315 Acct//: 122995 Date: 07/09/04 Page 1 of 1 ~HOLY SJ:~I The Spirit of Caring Holy Spirit Hospital 503 N 21ST STREET CAMP Hill PA 17011 # 717-763-2141 ..d.................................................. .................... ,....... .....................-.-......-........................ ....... .... .......... ..... ............................................. ........................... ~Qn~~~,r-+W~J($J<;~:. $~ry~r,.~:i:J~:t~{:<::#~tMiM< )$~J:6a4eJ:6~~.....:>..<.ijAi9~?(JA....... L~#$~$~$+m~r'ip#*~t/g~1~'r(Jit> AC~()lIl1tN0i2Z9.S7534.<}..""........ . "or Account Information, Please Call 717-763-2141 Statement of Account 07/22/04 04/28104 04/30/04 05/17/04 Q5/F 19_4__ 05/17/04 OS/21/04 OS/21/04 Description PREVIOUS BALANCE MED CIA HOSP-IP M90 MEDICARE lIP OTHER PATIENT NON CO M90 MEDICARE lIP MEDI PYMT-HOSP IP M90 MEDICARE lIP MEDICIA HOSP-IP M90 MEDICARE lIP . MED c/At:ioSfi--n.-- M9uMEiJICARE-TlP- MEDI PART B PYMT-IP M90 MEDICARE lIP MEDI PART B C/A-IP M90 MEDICARE lIP Amount Transaction Date 26,156.12 7,665.71- 9.60- 17,633.87- 7,292.65- 7,665.71 116.81- 197.99- Estimated Insurance Due: .00 Total Patient Credits: Account Balance: 905.20 M90 MEDICARE liP .00 PLEASE DISREGARD THIS STATEMENT IF YOU HAVE PAID. __ _ _________ ______ _ __ __________ ___ _ ____ __ _______ ____.+_ __~ _,__.______ _e~~_a:oE!_d_~~a~.~. ~~~ !~!.U.r~ _~i!ry_ y~~~ p~y'!'~~!.________ ._________._ _._ _ ______________________________ _____________ For Hospital Use Only Acrount Number: 22957534 SCHELL ,PATRICK B D.D~ D HOLY SPIRIT HOSPITAL 503 N 21ST STREET CAMP HILL PA 17011 # ADDRESS SERVICE REQUESTED ADM DT: 040504 DSH DT: 040604 S8: 21020 717-731-6135 Patient Name: Cant Number: H R: HSG 410.91 Signature: Make Check Payable To HOLY SPIRIT HOSPITAL . The CVV2 Number is the last 3 digits on the back of your credit card, by your signature 1...111...111......11...11..1.1.11..1111..11.....11..11...1.11 00007993 1 AT 0.292 01 22957534 PATRICK B SCHELL 213 N 36TH ST CAMP HILL PA 17011-2606 1...111...111......11...11..1.1..1.111....1..111.....11.1.1..1 HOLY SPIRIT HOSPITAL 503 N 21ST STREET CAMP HILL, PA 17011 rJ _._ _ _ _ _11-_ _.. "II-t_ II- ___ :c . _____ _ .......____ __ r___._____ ~_III____..:__ '-__ _'-____.... __.... _____..1 ....._ _..._____ __ Il&.._ ....__... _, _..:_ ____....._....._Il Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/06/2006 SCHELL ALVITA G 213 N 36TH ST CAMP HILL, PA 17011 RE: Estate of SCHELL PATRICK B File Number: 2004-00387 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 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: 4/06/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Gl~r~~ Clerk of the Orphans' Court cc: File Counsel ~r MAY 1 0 2006 ~~ .::J IN RE: ESTATE OF SCHELL PATRICKB ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00387 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: SCHELL AL VITA G Counsel for Personal Representative: Date of Decedent's Death: 4/6/2004 Date of Delinquency Notice: The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 5/10/2006 ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Julv 17th. 2006 at 8:45 a.m. in Courtroom No.3. If the Status Report is filed prior to t automatically be cancelled. Edgar B. Bayley, J. \ l"'- <0 CJ ...LI U.S. Postal ServiceTM CERTIFIED MAlbM RECEIPT ~~~~~~~~~~~~~~~~ Lf1 .-=l ...LI .:r ru CJ Certified Fee CJ CJ Return Receipt Fee (Endorsement Required) CJ Restricted Delivery Fee ~ (Endorse. ment Required) I. .-=l Total Postage & Fees ~ &. /:z JLe ~~~~ Here I '-111t:ulLtG 5-/S-{)~ Postage $ Lf1 ~ ! ~~~:.~~..(U./!!:k~~m.L!..m.JJe.&:tL--m'-ll ~;:~:::~:~4'" .m.__ - ..m __.n.... _ ....--......---.-. n...m...._.__.. - -...-- . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: FA WICK j) 5c-hf: // Date of Death: Jj -f:, .- ZOO if Estate No.: .::J.t;tJ f -- 00387 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 ~ 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 ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: :;200 L/ - Ot) .38 7 c. Did the personal representative state an account informally to the parties in interest? Yes 0 No ~ . 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. S/;9/C6 , , (?iC/~~ ~.~-k/~ Signature Date: -- --- -------- , -~-... / - ~ -410':6 Gr. ScI7€./! Name [ptJ {1sc/V/71:h (;burl Address '/?1AIVL/I~' :.E2/ P~l /73,/s 7/7-~6-677LJ Telephone No. "- '..., Capacity: B Personal Representative o Counsel for personal representative /~ / ~I (^~ ) In Re: Estate of SCHELL PATRICKB ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00387 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: SCHELL AL VIT A G Counsel for Personal Representative: Date of Decedent's Death: 4/6/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: ~~~ 4/2512006 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: a/1/ I t a, (j. 5th e if ., f .f h S'J-- eX / 3 Ai 3ft} I. Camp HI/I) f4. 17()11 2. Article Number (Transfer from service label) PS Form 3811, February 2004 COMPLETE THIS SECTION ON DELIVERY 3. Servjs:e Type !D'tertified Mail 0 Express Mail o Registered 0 Return Receipt for Merchandise o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) 0 Yes 7005 1820 0002 4615 6087 Domestic Return Receipt 102595-02-M-1540 UNITED STATES POSTAL SERVICE First-Class Mail Postage & Fees Paid USPS Permit No. G-10 · Sender: Please print your name, address, and ZIP+4 in this box · , ,- Ol qi/--tJ38: 7 ~ ( :._~ Glenda Farner Strasbaugh c.' Register of Wills and Clerk of Orphans' Court ',,'. County of Cumberlalld One Courthouse Square Carlisle, P A 17013 ~ { , r ,- <--~, t tt~ I~. \: q n 0: t 1~: ".~; i ,'::: Ill',,: 'I 'II""" I' lll'" 'II: "Ill: ::1'1' II: I \ \',,:,,: 1111" 'I" . . , .. . ~ . ~ . . . . . .. .. . . .. .. . . . .. ... . .. ~ .. . .. ..... : @