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HomeMy WebLinkAbout04-0391 PETITION FOR PROBATE and GRANT OF LETTERS Estate of ~ H. ~ No. ~/-~'~-~9/ also known as Social Security No. To: Register of Wills for the 2iCounty of (2tllt~rlar!~d ,~ Commonwealth of PennsYlvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/a~xl8 ye'~ of/~ C~3~ld~,t~e execut ri x in the last will of the above decedent, dated ,~-_~ 2 and codicil(s) dated in the named ,19 98 ._ (state relevant circumstances, c.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Oanh~rland .. County, Pennsylvania, with her last family or principal residence at 626 ~lin~_ton l~,-~cl_, Cam? Hill Boro~h, p~rmsy_ lva~i a (list Street, number, Twp. or Boro.) Decedent, then 89 years of age, died April 21 , S~ 2004 , at Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 90tO00'O0 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 250,000.00 situated as follows: ~26 .~-1 i ng_ttm Rc~acl, c'~m~_ Hill, C~ant~_rland Cotmty, P~-a-~lrlva~3a WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters ~-$.~-nx.:~-~-nry (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. 454 Stevens Avenue OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will we~ul~ administer [he~est~te~ceording ~o law. Sworn to or affirmed and subscribed before, me this 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 r t No. Local Registrar Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,. F~male '- 184 -- 48 -- 8506 ,o. hhiLe [] ,,,. gt:ril 23,2006 Calp Hill I. Year) LICENSE NUMBER riel msuibng in me und~ymg Clan gnma i~ I:'~:IT I. LAST TEST~ )~72 22 .... :5 ,i~ FLORENCE H. SWARTZ I, FLORENCE H. SWARTZ, of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my last Will and Testament hereby revoking and making void any and all other Wills by me at any time heretofore made. I. I direct that my Executrix, hereinafter named, shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. II. I give, devise and bequeath unto my daughter, LESLIE H. POZNER, per stirpes, my house and lot, my household goods and furnishings (excluding those household goods and furnishings owned by my sister, MARTHA J. MURPHY, who resides with me), my jewelry and other valuables, including costume jewelry and my automobile. III. I direct that my Executrix sell or redeem all the rest, residue and remainder of my estate, whether real, personal or mixed, and I give and bequeath the net proceeds derived therefrom to my daughter, LESLIE H. POZNER, per stirpes and my sister, MARTHA J. MURPHY, in equal shares. In the event that my sister, MARTHA J. MURPHY, predeceases me, then this ~ to her shall be void, and I then give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed to my daughter, LESLIE H. POZNER, per stirpes. this, my Last Will and Testament, set my hand and seal this 1998. I hereby nominate, constitute and appoint my daughter, LESLIE H. POZNER, as Executrix of my Last Will and Testament. If my said daughter should predecease me, not qualify or not accept the position of Executor, then I hereby nominate, constitute and appoint my grandson, JOSHUA H. POZNER, of Ridgewood, New Jersey, as Executor. V. I direct that my fiduciaries, herein named, shall not have to post bond for the faithful performance of their duties. IN WITNESS WHEREOF, I, FLORENCE H. SWARTZ, the Testatrix, have unto 2 SIGNED, SEALED, PUBLISHED and DECLARED by FLORENCE H. SWARTZ, the above-named Testatrix, as and for her Last Will and Testament in the presence of us who have hereunto subscribed our names as wimesses at her request, in the presence of the said Testatrix and of each other. (SEAL) (SEAL) ACKNOWLEDGMENT AND AFFIDAVIT STATE OF PENNSYLVANIA ) ) COUNTY OF CUMBERLAND ) SS. We, FLORENCE H. SWARTZ, ]( 5>)/do/t° ~o~:, Ze~p d and · '3'- b, ,J/~7 ~'~J ~ C J/g/-- , the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witness and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, or sound mind and under no constraint or undue influence. Testatrix Witness (SEAL) ess (SEAL) Subscribed, sworn to and acknowledged before me by FLORENCE H. SWARTZ, the Testatrix, and subscribed and sworn to before me by )~ ~)td J~aco~ ~q~ Wt and -J-la.//~ ~'/z~&,Ak'b~- , witnesses, this ,,2 ~_._d day of 4 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Swartz Florence H. Date of Death: April 21, 2004 Will No. Admin. No. 2004-00391 To the Register.. I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court --'Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 20, 2004 : Name Addre s s Leslie H. Pozner, 454 Stevens Avenue, Ridgewood, NJ 07450 Estate of Martha J. Murphy, c/o Leslie H. Pozner, 454 Stevens Ave., Ridgewood, ~7 07450 Notice has now been given to all persons entitled thereto under Rule 5,6(a} except Date: 6/15/04 Signature Name Ann E. Rhoads Address P.O. B°x 11847 Harrisburq, PA 17108-1847 Telephone ( 71~ 238~1731 Capacity:__ Personal Representative _. X Counsel for personal representative CLECKNER & FEAREN 9 0 8' AHC',JNT : ?,.O() " E,,':' ,", ~i; 1 kh::~l[) TC): ,-,.. ,:: :.~ :/I/ E:'[',! [3F t/,I/[ C I...][: [::: i",!";r: 1:::! O (!5 () ' F L. O Fi', E t',! C E H.I.:: ,::,-' ~:'' --I ,.~'fo., E Eli:::~ ) SIAI(.~ F,'lt .... z.' ["!~ T T'(i::R: %Z5(-'.OO J CLECKNER AND FEaREN ATTORNEYS AT LAW 119 LOCUST STREET P, 0. BOX 11847 HARRISBURGt PENNSYLVANIA 17108-1847 REGISTER OF WILLS OFFICE ATTN: SUE CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE PA 17013 l,,,lit,,,llt,,,,,,lI,,lt,,,il,,,ll, iJ,,,,,,lii,i,, DENNIS J. SHATTO ANN E. RHOADS CLECKNER AND FEAREN ATTORNEYS AT LAW 119 LOCUST STREET P.O. BOX 11847 HARRISBURG, PENNSYLVANIA 17108-1847 TELEPHONE: (717! 238-1731 FAX: (717) 238-8481 June 23, 2004 OF COUNSEL ROBERT D. HANSON RETIRED RICHARD W. CLECKNER WILLIAM FEAREN Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Florence H. Swartz File No. 21-04-0391 Dear Ladies: I enclose a check in the amount of $16,481.00, payable to Register of Wills, Agent, as an estimated inheritance tax payment in the above-referenced estate. Please send me a receipt in the self-addressed, stamped envelope provided. Thank you. Very truly yours, CLECKNER AND FEAREN Ann E. Rhoads AER:lnm Enclosures cc: Leslie H. Pozner, Executrix (w/o encl.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF iNDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004083 RHOADS ANN E CLECKNER AND FEAREN PO BOX 11847 111 LOCUST ST HARRISBURG, PA 17108-1847 ........ fold ESTATE INFORMATION: SSN: 184-48-8506 FILE NUMBER: 2104-0391 DECEDENT NAME: SWARTZ FLORENCE H DATE OF PAYMENT: 06/24/2004 POSTMARK DATE: 06/23/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/21/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $16,481.00 REMARKS: TOTAL AMOUNT PAID: $16,481.00 SEAL CHECK# 3624 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS CLECKNER AND FEAREN ATTORNEYS AT LAW 119 LOCUST STREET P, O, BOX 11847 HARRISBURG, PENNSYLVANIA 17108-1847 MAILED FROM ZIP CO[ OFFICE OF THE REGISTER. OF WILLS CUMBERLA1%~ COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE,~ PA 17013 DENNIS J. SHATTO ANN E. RHOADS CLECKNER AND FEAREN ATTORNEYS AT LAW 119 LOCUST STREET P.O. BOX 11847 HARRISBURG, PENNSYLVANIA 17108-1847 TELEPHONE: (717} 238-1731 FAX: {717) 238-8481 RETIRED RICHARD W. CLECKNER WILLIAM FEAREN ROBERT D. HANSON December 2, 2004 Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Florence H. Swartz No. 2004-00391 Dear Ladies and Gentlemen: I enclose the following for filing in the above-referenced estate: (1) (2) (3) Original and two (2) copies of Inventory Original and two (2) copies of Inheritance Tax Return Check in the amount of $25.00 in payment of filing fees. Please date-stamp the extra copies and return them to me in the enclosed, self-addressed, stamped envelope. Thank you. AER:lnm Enclosures cc: Very truly yours, CLECKNER AND FEAREN Ann E. Rhoads Leslie H. Pozner, Executrix (w/encl.) CO!JHT¥ OF Ct~MltE~U\~D i LESLIE', ft. POZNER late of ....... _Camp Hill Borough ................... Cm'n~t~e~and Cmml'y, P~., dece~ed ~nd fh~f fhe of ]'t~e e.Hre estate of sa;d decedenf, cons[sling of ~Jl 'l'he pe,'so~a[ proper~y and rem esfal'e, excepf real esfnfe ours[de the CommonweaJfh of Pennsylvania, and {'ha~' fhe '[~gures oppo~fe each ;~-.m of fhe Invenforv represenf if's {e~r vahm as o¢ the dale o~ decede,l"~ dea'fh. fi;worr~ to Date of Deat'h 454 Stevens Ave. ..... Ridge.w~d,. NJ 07450 23rd April Day Month 2004 iNSTRUC'~*~ONS I. An inven'[ory musf be filed wffh[n fhree monfhs affer appoinfmenf of personal repre~n~*aHve.~: 2. A suppJemenf [nvenfory musf be filed within f[~irfy day~ ,f discovery of addlf;onal a~sefs, ~:~ 3. Addlfional sheets may be affached as fo persc, aalfy or really 4. Soe Article IV, FidueMHes Act of 19,!.9. ~ LL h]~entory of the real and persona! estate of , .,~ ~. $~Ak.~Z deceased FLOPJ,~C~Is Wachovia Bank Certificate of Deposit :ti2z-],7~1209]-965384 2. Household Goods 3. Real Property situate at 626 Arlington Road, Camp Hill, 4. Adjustments to taxes and sewer al':. sel:tlement of sale of ._O1AL 14,755 17 2,500 O0 256,000 O0 564 19 ~.73; 819 36 . ~ COMMONWEALTH OF 1~,-.~-.~,' '~ PENNSYLVANIA rrI~p,,~,,~-,"~'~ DEPT. 280601 ~'~ HARRISBURG, PA 17128-0601 I-- 7 LU C~ UJ W z V-.'i INHERITANCE TAX RETURN RESIDENT DECEDENT OECEDENTSNAME(LAS~FIRS~ANDMIDDLEINITIAL) SWARTZ, FLORENCE H. 04-21-2004 07-21-1914 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YF_AR (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL) N/A FILE NUMBER 21 -0 4 COUNI~ CODE YEAR NUMBER SOCIAL SECURITY NUMBER 184- 48 - 8506 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [--~t1. Original Retum E~ 2. Supplemental Return E~ 4. Limited Estate E~ 4a. Future Interest Comprom,se (date el death after 12o12-82) ~]6. Decedent Died Testate (A~rm copy of Will) {-"'--I 7. Decedent Maintained a Living Trust (A~ch copy of Trust) [~9. Litigation Proceeds Received E~] 10. Spousal Poverty Credit (dale of deat~ be~een 12-31-91 and 1-1-95) NAME Ann E. Rhoads, Esquire FIRM NAME [llApplical~le) Cleckner and Fearen TELEPHONE NUMBER (717)238-1731 [~ 3. Remainder Return (date of dealh pror ID 12-13~,2) [~5. Federal Estate Tax Return Required O 8. Total Number of Safe Deposit Boxes ['--]11. Election to tax under Sec. 9113(A) COMPLETE MAILING ADDRES3 119 Locust Street P. O. Box 11847 Harrisburg, PA 17108-1847 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B} (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Prope,ly (Schedule F) (6) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Bec·dent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. 256,000.00 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) 17,819.36 :->' 52,158.21 -- 0 (8) 40,171.18 840.47 325,977.57 (1~) 41,011.65 02) 284,965.92 (13) - 0 -- OFFICIAL USE ONLY 284,965.92 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at lhe spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 232~807 -71 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 5 2,1 5 8.2 1 18. Amount of Line 14 taxable at coilateral rate 19. Tax Due x .045 x .12 x .15 (15) - O -- 06) 10,476.35 (~7) 6,258.99 (ts) - 0 - (19) 16,735.34 626 A]:lingtoH Road CITY Camp Hill ~ STATE ~,'X'P~yments and Credits· 1: ? Tax'D,'ue (Page 1 Line 19) 2. Credits/Payments A. SpouSal Poverty Credit - O - B. Pdor Payments 1 6,481. ()0 C. Discount 8 6 7, ,'~ 2 3. InteresUPenalty if anolicable Total Credits (A + B + C ) (2) D. Interest E. Penal [y PA I ZIP 17011 (1) 16,735.34 17,348.42 Total InterestJPenalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter me 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. (3) (4) (5) tEA) B. Enter the total of Line 5 + EA. This is the BALANCE DUE. (EB) - O - 613.O8 -- O -- O Make Che~k Payable to: REGISTER OF WILLS, AGENT ~- ~~,t~6 ~-~~T: ,z~ ~ .,~..~ .... .:.~. ~ ......... PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS I. Did de.dent make a transfer and: Yes No a. retain the use or income of the proper~ transferred ............................... b. retain the right to designate who shall use the propedy transferred or its income; ............................................ c. retain a reversionaw interest; or. . ........................................................................... d. receive the promise for life of either payments, bene~ts or care? ............................ 2. If death occurred after December 12, 1982, did decedent transfer prope~y within one year of death without receiving adequate cons derat 3. Did decedent own an "in trust foP' or payable upon death bank account or security at his or her death? .............. 4. Did decede'nt own an Individual Retirement Account, annulS, or other non-probate properly which contains a beneficia~ designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of perJu~, I declare that t have examined Bis return, including accompaHying schedules and statemenls, and to the best of my knowledge and belief, il s ~e correct and complete Declaration of preparer other than Ihe personal representative is based on all information of which preparer has any knowledge. DATE LESLIE H. POZNER }, [_fl_Rl~ 454 Stevens Ave., Ridgewood, NJ 07450 PREPARER. J~!HER THAN REPRESENTATIVE ADDRESS DATE P. O. Box 11847, Harrisburg, PA 17108-1847 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}9116 la)(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. §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 speuse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [7'2 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a}(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 RS. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. C©~;MONWEALTH OF PENr'~SYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER SWARTZ, FLORENCE H. 21-04-00391 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 e×changed between a willing buyer and a willing sel er, ne ther be ng 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 DESCRIPTION Real Property situate at 626 Hill, Cumberland County, PA See attached HUD sheet. Arlington Road, Camp TOTAL (Also enter on line 1, Recapitulation) $ more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 256,000.00 256,000.00 COMMONWEALTH OF ?ENNSYLVA;iIA CASH, BANK DEPOSITS, & MISC INHERITANCE TAX RETURN ~s,~.NT ~_c~:,~,,~ PERSONAL PROPERTY ESTATE OF .................... FILE NUI~,IBER SWARTZ, FLORENCE [1. 21-04-00391 Include ~he pFCC~:-.:-~S 0¢ li~,'ga[:en ~nd ~e date ~he crcceeds were received b7 ¢:.e es~-~te. All properC/jointly-owned v,4th the right of survivorship must be disclosed cn S,:hed ~h ITEM NUMBER o Household Goods Wachovia Bank C/D #247412091965384 Refund of Real Estate Refund of Sewer Rental DEECFJ?TION Taxes VALUE ,-' 7 D,.'-'[ ~; 14,755.17 561.55 2.64 TOTAL (AL~o enler cn line 5, Rec~citul;tfcn) $ 17,819.36 (if mcre spt=ce is n .ee:~. inse:; adCiticn~! she-:',s cf the ~,:,¢. ~:--~ ,: Lff, V",?,E..~LfHOFPEHr,'5','!'/.'.H?. JOINTLY.OWNED PROPEF:TY ESTATE OF ............... - SWARTZ, FLORENCE H. 21-04--00391 /, Martha J. Murphy 626 Arlington Road Camp Hill, t?A 17011 Sister JOh'!T Ur' O',",'I;ED,-oROrr-~ ..... r: o o A A PNC Bank Account #514O119268 Fare ,OF [)F :.TH 15,852.83 4/3 200~ 8/3, 198, 11/] 200; PNC Bank Account #5O03515715 PNC Bank Account #5140165782 PNC Bank Account #514OO63364 67,472.99 2,657.40 18,333.17 TOTAL (Also enler on fine O, H, oc~ip~h;13ilon) 5O 5O 50 7,926.42 33,736.50 1,328.70 9,166.59 S 52,158.21 ,, ~:f~ uv:,:u ,,',>: ~u ~u~r: ADMINISTRATIVE COS-I'S SWARTZ, FLORENCE Il. 22-04-00391 Debts o~deccden~ must be repealed on ~qhcdule L . _. :'..t : ........................ . ...... PES/'FIlPFI('tl .'~ FUNERAl. EXPENSES: .1 8. 9. 10. 1 Myers-Hamer Funeral Home 1900 Market St. Camp Hill, PA 17011 2. Rolling Green Cemetary . .t. 1S ,,t I.,,:COSTS: r.:rs ,n~l Repr)scnkitive's Q re,russ;ch; -- None Nume al Personal Rel)res,'nhXivc(s) Social Sdcurity Nun~l:m(:O EI/I I'l:!lrlJ,.,)r ¢,j Parse;, ~} P,"i ~oscr;lalivelsi heel Address Ci!:,, Stale Year(s) Con',mission Paid: Atlomey Fees -- Cleckner and Fearen Family E×empli0n: (11 decedenl's add~ess is n01 lhe samq as ~ laima t's. al~ach ex¢l:ma i0 Claimanl Slmel Add~ess City ...................................... S',?,le _ Zip Relalionship o¢ Clamxud Io Decaaenl Probale Fees -- Register of Wills Accountants Fees Tax Haturn Prep3rer's Fees Environmental Support Services - underground tank leak Keystone Petroleum Equipment - tank removal H.B. McClure Company - replace tank and line Removal and disposal of debris [ CONTINUED ] -i 6,249. O0 TOTAL (Also c¢',te~ on hne q ~ ~. ~-r ~ ph'~k t' I (Il nlcre 5p,]co IS I]eeded. ilqso~f 3dd~I,ollaJ st]eels of Il',., :ama :~h'e} ...... - 870.00 7,120.00 336.00 300.00 392.50 1,953.00 1,325.00 870.00 40,171.18 SCHEDULE I{ - Continued ESTATE OF: FILE NO.: SWARTZ, FLORES;C]~I H. 22-04-00391 11. 12. 13. 14. 15 16 17 18 19 20 21 22 23 Packing and sorting hou~ebold items (Eileen Packer) Realtor Commission Notary Fee Tax Cert. Fee Realty Transfer Tax Transaction Fee Federal Express Federal Express Photo Copies Register of Wills - short certificate Cumberland Law Journal - legal advertising Patriot-News - legal advertising Incidental Expenses - travel, food, tolls, flowers, postage, telephone and cell phone usage 1,420.67 15,350.00 6 O0 5 O0 2,560 O0 125 O0 30 O0 34 26 19 O0 3 O0 75 O0 127 75 1,000 O0 .... L HC ..... / ',~ERiLAt~CE T/,X RETUF~N ESTATE OF SWARTZ, FLORENCE Include umeimbursed medical expenses. SCttEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & [.lEI, tS ,riLE ~" ........... 22-04--00391 2. 3. 4. 5. 6. Verizon Gold Medal Lawns PPL Electric Comcast Cable AT&T PA American Water - lawn care ....................... 4 ........... LL ~L :Z'. .... 85.23 435.66 131.38 11.79 115.19 61.22 TOTAL (ai~o en',er on r;,..= 0 Re~--~c p,r=ticn' .............. i $ 840.47 mere s~ace ;s needec, insa~ adc?Jcaal shee~s cf :he same s;ze, ..................... ' OMMONWEALTH OF PENHSYLVA~b' BEiXlEFiCi^RIES INH~FIITANCE ~'AX RESIDENT DECEDENT FILE NUMBER ~,AME AND ADDF',~SS OF FE~St ~N(~,') R~:CEIVIHG I ~OPERTY Do Not List Trustee(s) ' OF E~TA~:' I [AXABLE DIST[]IBUTIONS [:,nch~de Dub ~)hl spnusal dishibuti~?s and transf ~s u~,,~,}r ............ Sec 9116 (~l (1.2)i Daugh~e~ jReaZ esLa~e and I! Leslie H. Pozner 454 Stevens Ave. Ridgewood, NJ 07450 household goods; Martha J. Hucpt~y Homeland Cente]:' Fifth and Muench Streets Harrisburg, PA ].7102 Sister ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COl/ER SHEET residuary est. residuary est.. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART H - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (Il more space is needed, insert additional sheets of the same size) $ - O - U.S.I)[--_PARI%liNTOFHOUSiNG&URBAN £'.:_ViTLOi ,%'IEHT I ' i HA 2. ~ M.I/\ : Xl( OI4V tJ J l.]q I --VA ..... J .......... :" ~ ...... 'L.J .). r ItS ~)I',I',,/ ' St!TTLEM!-ENT STATEM[!NF l--~! 'B°T ..... I 017-6852206 C. NOTE: l¥fi~ form is fi~n/shed lo 9ire you a .;tat,.,me., ! et actual ~;eti'e~nent c'ost~. Amounts paid to and by t/ e z elt/ement aoent aze st o~ ~ lien ~s marked "i/~OC]'' were paid ouh;idc, tM ..'losing/ttT{~y ~[e show~, here fi)r informafion~ I p ~,'poses and are not i~luded in th~;totals. OMB NO. 2502-0265 '~ D. NAME AND ADDRESS ()F BORROWER: HAROLD C. tTA[ iDAI_L and ANITA L. B('~' ~ )1 G. PROPER] ,' t-OCATION 626 ARLING I'()N ROAD CAMP HILL, PA 17011 CUMBERLAND ( :ounty, Poi ,~sylvania NAME At. iD / DDRESS OF SELLER: SLtE H. pi )Z~"L:R, inci!vidually and as ,:',cuhix Of Il ~e i-stale oi Ftoren( e W. Swa~ -~ SETTLEME~FAGEN [-: P! RITY ABSTRACT COtAPANY PI &CE OF SE'FfLEMEN i 3:~9 Market Street C~mp Hill, PA 17011 23-2402316 1 0 3/98 (BQBQ] PFD/BOBOI/28) F. NAME AND ADDRESS OF LENDFR: SQVEP, EIGN BANK 1130 Berkshire Blvd. Wyomissing. PA 19610 I. SEITLEMENI [)Ali June 23, 2h(;4 ':100. GROSS AMOUNT DUE FROM BORROWER: ' ' 101. Contract Sal~ Price -102. Personal Property 103. Settlement (¢h~es to Horrower (Line 140ali- Adjustments For Items Paid By Seller in advance i-06. County/Bore Taxes 06~23~04 to 01101105-- i07. City Tax to :(0'8. School Tax 06/23/04 to 07/01/-~ ~109. T~0. SEWER 1/1-6/30/04 $60 06/23/04 to 07/01/04 -111. 120. GROSS AMOUNT DUE FROM BORROWER 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER 201. Deposit or earnest money 56.09 2.64 269,734.58 202. Principal Amount of New Loan(s) )o3. Existing loan(s) taken subject to ~04. 209. OIL CRE~-'¢ Adjustments ~or Items Unpaid By Seller 210. County/Bore Taxes to ~11. City Tax to !"2'12. School Tax to 220. TOTAL PAID BY/FOR BORROWER 200.( 400. GROSS AMOUNT DUE TO SELLER: Property e I 256~00~.00 Adjustments ~F Items Paid By Seller in advance 06/23/04 to 01/01/05 ~x to 06/23/04 to 07/01/04 420. GROSS AMOUNT DUE TO SELLER 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 'nent Charges to Seller (Line 1400) subject to ortgage 505.,16 56.09 256,564.19 18,086.0¢' ge as proceeds) 200.00 Adjustments For Iten~-s Unpaid By Seller 210,000.00 axes to to to 520. TOTAL REDUCTION AMOUNT DUE SELLER 20,0~ __~LF_' i'. .... ~ "---'"" I , ':l'" t..,¢: / t / LESLIE ~.. 15OZNE[R,-TT~!vidually~EX ~EC;UTRiX of the Estate of FLOREN.CE H; SWARTZ /--, // / ",, ..,, · : 301 Gross Amount Due From Borrower (Line 120) iount Due To Seller (Line 420) ~02. Less Amount Paid By/For Borrower (Line 220) -- Reductions Due Seller (Line 520) 303. CASH( X FROM)( TO)BORROWER 59,734.58 603. CASH( X TO)( FROM)SELLER The undersigm .d hereby acknowledge receipt of a completed copy of pages 1&2 of tliis statement & any attachments referred to herein. Borrower -4.-.- -J,,,,.C?~.f(~/,,, I,./, ... ~; C, RANDALL .... Seller L. BOBOT ~ J256,564.19 ( 38,~ 218,278.19 38,286.00 L. SETTLEMENT CHARGES 709. TOI'AL-COMIVhSSION Based on Price · --------,-,-,-~_- -~ .... 701. $~05.0~ t~R~I~F~Q~pSQN 800. ITEMS PAYABLE IN CONNECTION Wi~ ~' 801. Loan Origination Fee 802. Loan Dfscount ~.Z~raisal Fees 8~diFR~-'o r t ~ el~'s Insp ectio n~-F-~, u '806. Flood Cert Fee % to 2.00-d;F~A, to C( 7~-[~--,qN--~-~'~-~.~E-SEF~ViCES, IN-G.~ -- --- ~5~Ct ;D-~F Fff~]q'CFA['fqQF~I-G'7~-E-SER~INCT-- 8~OT. Tax Service F~e gl)7Z-. C-oTfi ~ih nen t Fee 811. [0 900. ITEMS REQUIRED BY LENDER i'O BE PAID IN ADVANCE 901. Interest From 06/23/04 to 07/01/04 @ '; 34.0765(~0/day ( 8 days 90~,5g~ Insurance Premium for mS~l~T~- ~3~-~d ]~surance Premium for 1.0 yea s to 905. 1000. RESERVES DEPOSITED WITH LENDER -- 1001. Hazard Insurance 3.000 1002. Mortgage Insurance 1003. County/Boro Taxes 5 000 -l~Tax 1005. School Tax 13.000 -1-006. 1007. %) 2 [2 ( '1008. AGGREGATE ESCROW AD J: 1100. TITLE CHARGES 1101. E-Mail Document Retrieval 'i 102. Abstract or Title Search 1103. Title Examination 1104. Insured Closing Letter ~ 105. Document Preparation ~ 106. Notary Fees __, ~onths @ $ 96 42 per month ~,onths @ $ per month ~ iontits @ $ 80 30 per month ~onths @ $ per month __ __~tonths @ $ 213~-3 per month ~o~'EfiSs (¢_. $ per month ~'~onths @ $ per month ~onths @ $ per month __ to PURITY ABSTRACT COMPANY to to to L.~Ai~I~IERICA FI~kL GROUP, INC. to CLECKNER & FEA~-E~ to C/', 1107. Attorney's Fees (includes above item numbers: tO 108. Title Insurance ~ncludes above item number~: -'i'T0'g-'~-E~I ~ r's Coverage 110. Owner's Coverage -TT'C%-PT~i~DroRSEMEN I ~5:100,300,.q00 112. Overnight I-ee/package to $ --2~;~T8oo.oo to P['i ~TC-OTTi p-A-~y -- ~ RT~T-C'O~PAN y -1~ CERT FEE ~f · , ELEcToR TI-15. -- 'TTT6T-- :IT~ 7. -1:l 18. 1200. GOVERNMENT RECORD~ND TRANSFER CHAR'-G-~'~' 1201. Recording Fees: Deed $ i 39.50; Mortgage $ 64.50; -T2'027'. City/County tax/stamps: Deed 2,560 00; Mortgage ~-:~0'3'. State Tax/Stamps: Revenue--S-'~:d]ps 2,~60.00; Mortgage } 204, PO(¢ DEEDtPO£~- ) PLT.04-013 1205. 1300. ADDITIONAL SETTL~ES RECORDER OF DEEDS RECORDER OF DEEDS Releases $ 289.::,~ 401 .! ,~ ) G:~ A 75'7(TSb-325~ -514.(': 35.(,') 12.( 6.00 1,638.7 T5:5 104.0(, 2,560.00 301. Survey to ~spection to RITERIUM YIN ST E IN ER 1303. RANSA TI NFEE to ~UDENTIALTHOMPS NWOOD - ~L SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) ~f this statement, the sigl~atories acknov,',edge receipt of ', completed copy of pa~~ag I'URITY ABSTRAOT COM. P~y z ' Certified to be a true copy. Settlement Agent,/ ' ~,. 125.o6- 30.00 18,086.00 (DOIY) I ' UOlY.)I / 2.1 ) LAST TESTAMENT OF FLORENCE H. SWARTZ l, FLORENCE H. SWARTZ, of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understar/ding, do hereby make, publish and declare this as and for my last Will and Testament hereby revoking and making void any and' all other Wills by me at any time heretofore made. I direct that my Executrix, hereinafter named, shall pay all my just debts and fi~neral expenses as soon as conveniently may be done after my decease. II. I give, devise and bequeath unto my daughter, LESLIE H. POZNER, per stirpes, my house and lot, my household goods and furnishings (excluding those household goods and fi~rnishings owned by my sister, MARTHA J. MURPHY, who resides with me), my jewelry and other valuables, including costume jewelry and my automobile. III. I direct that my Executrix sell or redeem all the rest, residue and remainder of my ' estale, whether real, personal or mixed, and I give and beqUeath the net proceeds derived therefrom to my daughter, LESLIE H. POZNER, per stirpi~s and my sister, MARTHA J. MURPHY, in equal shares. In the event that my sister, MARTHA J. MIJRPHY, predeceases me, then this gift to her shall be void, and I then give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed to my daughter, LESLIE H. POZNER, per stirpes. IV. I hereby nominate, constitute and apPoint my daughter, LESLIE H. POZNER, as Executrix of my Last Will and Testament. If'my said daughter should predecease me, not qualify or not accept the position of Executor, then'I hereby nominate, constitute and appoint my grandson, JOSHUA H. POZNER, of RidgeWood, New Jersey, as Executor. I direct that my fiduciaries, herein named, shall not have to post bond for the fhithful performance of their duties. IN WITNESS WHEREOF, I, FLORENCE H. SWARTZ, the Testatrix, have unto this, my Last Will and Testament, set my hand and seal this ~.A ,t da3' of.~/,~,g,,4r__ , 1998. 2 SIGNED, SEALED, PUBLISHED and DECLARED by FLORENCE H. SWARTZ, the above-named Testatrix, as and for her Last Will and Testament in the presence of us who have hereunto subscribed our names as wimesses at her request, in the presence of the said Testatrix and of each other. (SE 4,) (SEAL) ACKNOWLEDGMENT AND AFFIDAVIT STATE OF PENNSYLVANIA ) ) COUNTY OV CUMBERLAND ) SS. \Ve, FLORENCE H. SWARTZ, ~_,t](' - . ..'J2./.:,.dz~?___g-~,. d./--'te£ _, the Testatrix and the xvit,,esses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the t,ndersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she signed willingly, and that she executed it as her free and voluntmy act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witness and that to the best of their knowledge the Testatrix was at that time eighteen years of' age or older, or sound mind and under nc, constraint or undue influence. Testatrix Witness ,(SEAL) (SEAL) Subscribed, sworn to and acknowledged before me b, FLOR[NCE H. SWARTZ, the Testatrix, and subscribed and sworn to befbre me by. ,~ O)Q ./~t~/, Z'~'Z~ tv/ and 998. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* :''' ... ~ : .. .. , - ,. "- .. ,- . , .. .. .. ; .. -. - ...... - . .. : ., - BUREAU OF INDIVIDUA..Ur..A~Et;.:., INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT3 ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP llZ-D41 OL!- DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-2l-2005 SWARTZ 04-21-2004 21 04-0391 CUMBERLAND 101 FLORENCE H ANN E RMOAD$ESQ CLECKNER S FEAREN PO BOX 11847 HBG PA 17108 AIIount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE3 PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y :1!\"f-Ex-AFJr-ral-:6!Y-Noi'YcE-oF-i-NHEftffANcE-i"-Ax-APPRA-isl:"ENT~--A[rd'QANcE-olr----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SWARTZ FLORENCE H FILE NO. 21 04-0391 ACN 101 DATE 02-21-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED 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. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 256.000.00 .00 .00 .00 17.819.36 52.158.21 .00 (8) NOTE: To insure proper credit to your account3 subllit the upper portion of this forll with your tax paYllent. 3253977.57 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/GovernllBntal Bequestsi Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax (9) (10) 403171 .18 840.47 (11) (12) (13) (14) 41.011.65 2843965.92 .00 2843965.92 (Schedule J) I~ an assessment was issued previausly, lines 14, 15 and/ar 16, 17, 18 and 19 will re~lect ~igures that include the tatal a~ ALL returns assessed ta date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. AIIount of Line 14 taxable at Lineal/Class A rate (l6) 17. AIIount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: .00 2323807.71 52.158.21 .00 x 00 = X 045 = X 12 = X 15 = (19)= .00 103476.35 63258.99 .00 163735.34 TAX CREDITS: l+J AMOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 06-23-2004 CD004083 836.77 163481.00 TOTAL TAX CREDIT 173317.77 BALANCE OF TAX DUE 582.43CR INTEREST AND PEN. .00 TOTAL DUE 582.43CR ~ . IF PAID AFTER DATE INDICATED3 SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $13 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) 3 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) BUREAU OF INDIVIDUAL"(AX~~r INHERITANCE TAX DIVISION. . PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1607 EX AFP (03-05) : f~'~ I."..',-J DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-21-2005 SWARTZ 04-21-2004 21 04-0391 CUMBERLAND 101 Allount Ra..i H.d FLORENCE H ANN E RHOADS ESQ CLECKNER 8 FEAREN PO BOX 11847 HBG PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 NOTE: To insure proper credit to your account~ subllit the upper portion of this for.. with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ 11!~~~rYf.m.m~w'......V'I.1WMYfft~r'''Ar''''lmm.W.Ael'8'OW..II''JI'.................. ... ESTATE OF SWARTZ FLORENCE H FILE NO.21 04-0391 ACN 101 DATE 03-21-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE~ APPLICATION OF ALL PAYMENTS~ THE CURRENT BALANCE~ AND~ IF APPLICABLE~ A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-21-2005 PRINCIPAL TAX DUE:, 16~735.34 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-23-2004 ~ CD004083 836.77 16.481.00 03-03-2005 REFUND .00 582.43- TOTAL TAX CREDIT 16.735.34 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ. YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J s\(. Q... Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 SHUGHART JR JOHN A 955 STILL FOREST TERRACE SANFORD, FL 32771 RE: Estate of MAURO SALVATORE A File Number: 2003-00350 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.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 is due by: 4/16/2006 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, .~~~ Glenda Farner Strasba~gh Clerk of the Orphans' Court cc: File Counsel {! Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 3/07/2006 RHOADS ANN E CLECKNER AND FEAREN POBOX 11847 119 LOCUST ST HARRISBURG, PA 17108-1847 RE: Estate of SWARTZ FLORENCE H File Number: 2004-00391 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: 4/21/2006 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, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) \(1) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 POZNER LESLIE H 454 STEVENS AVE RIDGEWOOD, NJ 07450 RE: Estate of SWARTZ FLORENCE H File Number: 2004-00391 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.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 is due by: 4/21/2006 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, ~~~/ ,// .. Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel .~~ CLECKNER AND FEAREN ATTORNEYS AT LAW 119 LOCUST STREET P.O. BOX 11847 HARRISBURG, PENNSYLVANIA 17108-1847 TELEPHONE: (717) 238-1731 FAX: (717) 238-8481 March 14, 2006 RICHARD W. CLECKNER (1926 - 2004) RETIRED: WILLIAM FEAREN ROBERT D. HANSON DENNIS J. SHATTO ANN E. RHOADS Register of wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Florence H. Swartz File #2004-00391 Dear Ladies and Gentlemen: I enclose the original and one (1) copy of Status Report Under Rule 6.12 for filing in the above-referenced estate. Please date-stamp the copy and return it to me in the self- addressed, stamped envelope provided. Thank you. Very truly yours, CLECKNER AND FEAREN \2fr:v- Ann E. Rhoads AER: lnm Enclosures cc: Leslie H. Pozner, Executrix (w/encl.) ,"" Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: SWARTZ, FLORENCE H April 21, 2004 Estate No.: 2004-00391 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 I!l 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 !Xl 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 !Xl 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: 3/14/06 Signature Ann E. Rhoads t'., \ Name P.O. Box 1 1 847 Harrisburg, PA 17108-1847 Address 717-238-1731 Telephone No. ~...._.........;+-.u n D....._..........._....l Do..........o."'.or......,,;-..,,+;.,.,.o \..,...a.pa......JLJ. .L...J. ~ \",rJ...':)VU.U.l J..'-'-'}lL\".r,.::J\."LU..U."'.I." \,.I o Counsel for personal representative ~~