HomeMy WebLinkAbout03-0151
Register of Wills of County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of ~J<,tJ II) K AI. E4/ZL-.E No. "-'-0..3-/51
.
also known as
, Deceased Social Security No. 0 >J) - t) Ii - 2 7 ~;L
Petitioner{s), who is/are 18 years of age or older. appJy(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
IZJ r
A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut .y-I y: named in the last Will of
the Decedent, dated t7/Jo9- 01 <lJ'Id cl)l!Iieil(s) dl!ltec:l ..
State relevant circumstances. e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted atter execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
0 B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
I Name Relationshio Residence 1
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in C L.'\ 1M, b ~ r Ie... Lo\, ~ County, Pennsylvania with hislher last family
or principal residence at . '2. 7.. "1. .'W4L:-N<.t T St". I leu-fir; Ie-
Decedent, then liyears of age, died (list street, number, and 'TIunicipality) <;1-. {!&tV' I,~/€. ; fA-
OZ-I()~b3 at ',777 $c ~~o"'€-1
(Location)
Decedent at death owned property with estimated values as follows: .0
(If domiciled in PAl All personal property $ '13 5"'00 .-
(if not domiciled in PAl Personal property in Pennsylvania $ 4;D/JO ~
(If not domiciled in PAl Personal property in County $
Value of real estate in Pennsylvania (j.J 0 Y\. ~ I $
situated as follows:
rinted name and residence
"\ Barb ara 13J W,'ill' vY\'S
/?-l~J.- J~.
Prepared by the Pennsylvania Bar AssociatIon Form RW-1 (1991)
CopyrIght (el 1996 form software only CPSystems, Inc.
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~. (6 ~ W~
before me this 21sllayof
F~bruary 2003
M/0M lll.!Jitp/~f!;t; ~
For the Register ~
Donna M. Otto,1st Deputy' '. . . ~
No. 21-2003-151
Estate of PJZAA/I<... N, Eat- / ~ Deceased
Social Security No: {) f5J - 0 r;; -lCf f 2 Date of Death: 6 Z - 10 - D ~
AND NOW, -fA "b .1/~.J d a. J of Fe b V'l.'\.Clr Lj , 1. ()03, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [!J Testamentary 0 Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to Bar b a.v- a f3 , W I J) La Y\II S
in the above estate and that the instrumen~s) dated va t'\Vl..ctv-1 tt ;. 9 () I
)
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
f'\
FEES j
/
Letters. . . . . . . . . .. $ 80.00
Short Certificate(s). .( 4) . $ 12.00 Donna M.
Renunciation. ...... $ Attorney: Thomas E. Flower, Esquire
Affidavits ( ) .. $ 1.0. No: 83993
Extra Pages ( 3 ). $ 9.00 Address: SAIDIS, SHUFF, FLOWER & LINDSAY
Codicil. . $ 2109 Market Street, Camp Hill. P A 17011
JCP Fee. $ 10.00 Telephone: 717/737-3405
Inventory. $
Otber . . $
Call Executrix when letters are done at 249-6617
TOTAL. . .. .... $ 111.00
, --
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991)
No.
H105.144 R..... 1191 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
:/PAINT CERTIFICATE OF DEATH
IN (Coroner)
IANENT STATE FILE NUMBER
:KINK SEX SOCIAL SECURITY NUMBER DATE Of' DEATH (Monltl, Cloy. \.,'''
N .. Male .. February 10, 2003
BIRTHPLACE (City and
Stale or Foreign Country)
=1Iy)~
CITY, BOR RACE. American Inchn, B4.ck, Whhe, etc.
(SpecIfy)
Hanover White
,..
DECEDENT' USUAL OCCUPATION MARITAL STATUS. Married SURVIVING SPOUSE
(gre~~~~:::~r~'f Various ~es Never Manied, WIdovMd, (If wife, give maiden name)
-(Soeclly)
1 lectrical Engineer l&S t:arq:lor in U ,r.ever Married -
DECEDENT'S MAlLlNG ADDRESS (Street. CityfTown, Slale, Zip Code) DECEDENT'S 17C.O Vn,decedentllYedln
ACTUAL 17.. State Old twp.
222 Walnut Str. RESIDENCE _n'
(See instructions IMtlna
..~rlisle, PA 17013 on ottler siclel Cumberland -' 17d.~ :h=~I=OI Carlisle
17b. Coun Iboro,
F,lJHER'S NAME (Fir". Middle. Lest) MOTHER'S NAME (Flrlll. Middle, Maiden Surneme)
1.. Fred M. Earle 1.. Lucy - Nichols
INFORMANT'S NAME (Type/Print) INFORMANT'S MAILING ADDRESS (Street. CityfTown, Slate. ZIP Code)
Barbara B. Williams 211 Scott Ave., Syracuse, NY 13224
METHOD OF DISPOSITION PLACE OF DISPOSITION. Name of Cemetery, Crematory LOCATION. Cltyfl'own. Stale, Zip Code
.u.... 0 C<om.tlon ~ or Other Place /
ou.a. (Speellyl "last Harrisburg CarVCre:n Harriswrg, PA 17109
Id.
NAME AND ADDRESS OF FACIUTY
Brothers Funeral Bane, Carlisle, PA 17013
UCENSE NUMBER DATE StQNED
(Month, Day, _,
.... 23b. 23c.
TlMEOF DE.<rH Asrx. DATE PRONOUNCED DEAD (Month. Day. ....r) MSCASE REFERRED TO :~ RlCOAONER?
February 10, 2003 ",,0
'4. 10. 0 AM. ... ...
27. PART t: Enter the d........1njurlea or compliea:tlona which caused the d.-th. 00 not enter the mode 01 dying, SUCh 81 cerdi.c or respiratory .rrest, .hock or heart 'enure. IAppl'oxlmllte PART
Lilt onty one caUM on each line. : InttrVal between
10000anddeath
I
., Hy othermia i Dementia
DUE 10 (OR AS A CONSEQUENCE OF): ,
b. Ex osure To Cold !
DUE 10 (OR AS A CONSEQUENCE OF): I
c. :
DUE TO (OR AS A CONSEQUENCE OF): I
d. I
WERE AUTOPSY FINDINGS MANNER OF DEATH D,lirE OF INJURY TIME OF INJURY INJURY ,Iir WORK?
~1lA8LE PRIOR TO (Month. Day, 'tttaf) Aprx.
COMPLETION OF CAUSE 0 0 ....0 No~
OF DEATH? Naturet Hom_ Feb 10,2003
Yaa~ .......... C!{ Pending Invntig;lUon 0 10:00
NoD 0 o PlACE QF INJURY. At home, farm, Itreet, factory, omc.
Sulclde Could not be del:ermlned
_. .... 2O. ~no,"c.(SpecIIy, Woods Carlisle, PA
CMTIFIEIII (Check only one) SIGNATURE AND
.CER'TtFYINQ PHYStCIAH (Phyaician certifying cauIe 01 de8th whM 8nOIher phy8ician has pronounced death and completed Item 23) 0 Coroner
To1heba8tofmyknowtedge...tttOCCU"...dueIOIheClluse(.).ndm.nMf.....led........................................... .........
-PAONOuNcINO AND CERTurYlNQ PHYSICIAN (Physician boIh pronouncing death and certifying tOC8UllEt of de8lh) DATE StONED (Month, Day, '1e8r)
To 1M.., of my 1cnowtHge, dHth occul'nd lit the lime,.... and ptace, and due to the CMIM('land m.n,.,.. It.ted.. . . . . . . . . . . . . . . . . . . . . . . . . o "c. "d February 13, 2003
NAME AND AOORESS OF PERSON WHO COMPLETED CAUSE OF DERH
'MEDlCAL EXAMINEAlCOIlONER (hem 27) Type or Print Michael L. Norris, Coroner
On the.... of e.emlnatJon .nd/or Inveettgetlon, In my opinion. de.th occurred.. thetllne, d.te. end place..nd due to the CauH(I) .nd ~ 6375 Basehore Road, ~uite #1
manner......ed....,..........................................................,.............................,... . Mechanicsburg, Pa. 17050
31.. ...
REGISTRAR'S SIGNATURE AN U E~ ~.~~~ DATE FILED (Month, Day. ......)
!.;Ail ~ \ 101 ~l.)()3
...
21-2003-151
_.~
!
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Will of Frank N. Earle
I, Frank N. Earle, a resident of Carlisle, Pennsylvania, declare that this is my will.
My Social Security Number is 081-05-2952.
First: I revoke all wills and codicils that I have previously made.
Second: As used in this will, the term "specific bequest" refers to all specifically
identified property, both real and personal, that I give to on or more beneficiaries in this ;- <}/-f e
will. The term "residuary estate" refers to the rest of my property not otherwise
specifically disposed of by this will or in any other manner. The term "residuary bequest"
refers to my residuary estate that I give to one or more beneficiaeles in this will.
Third: When this will states that a beneficiary must survive me for the purpose of
receiving a specific bequest or residuary bequest, he or she must survive me by 45 days.
Fourth: I give my residuary estate to Stuart C. Williams, Barbara B. Williams,
Caroline L. Giorgi, G. Judd Williams, Anne P. Bonaparte, Donna L. Williams, and A.
Pierce Bounds in equal shares. However, if any beneficiary named in this paragraph to
receive my residuary estate fails to survive me, the other surviving beneficiaries named in
this paragraph to receive my residuary estate shall divide the deceased beneficiary's
share.
Fifth: Any specific bequest or residuary bequest made in this will to two or more
beneficiaries shall be shared equally among them, unless unequal shares are specifically
indicated.
Sixth: I name Barbara B. Williams as my personal representative (executor), to serve
without bond. If this person shall for any reason fail to qualify or cease to act as personal
representative (executor), I name A. Pierce Bounds and Anne Bonaparte as alternate
personal representatives (also to serve without bond).
Seventh: I direct my personal representative to take all actions legally permissible to have
the probate of my will done as simply and as free of court supervision as possible under
the laws of the state having jurisdiction over this will, including filing a petition in the
appropriate court for the independent administration of my estate.
Eighth: I hereby grant to my personal representative the following powers, to be
exercised as he or she deems to be in the best interests of my estate:
1) To retain property without liability for loss or depreciation resulting from such
retention.
2) To dispose of property by public or private sale, or exchange, or otherwise,
and receive and administer the proceeds as a part of my estate.
3) To vote stock, to exercise any option or privilege to convert bonds, notes,
stocks or other securities belonging to my estate into other bonds, notes,
,
stocks or other securities, an to exercise all other rights and privileges of a
person owning similar property.
4) To abandon, adjust, arbitrate, compromise, sue on or defend and otherwise
deal with and settle claims in favor of or against my estate.
S) To continue or participate in any business which is a part of my estate, and to
effect incorporation, dissolution or other change in the form of organization of
the business.
6) To do all other acts which in his or her judgment may be necessary or
appropriate for the proper an advantageous management, investment and
distribution of my estate.
The foregoing powers, authority and discretion granted to my personal
representatives are intended to be in addition to the powers, authority and
discretion vested in him or her by operation of law by virtue of his or her office,
an may be exercised as often as is deemed necessary or advisable, without
application to or approval by any court in any jurisdiction.
Ninth: I instruct my personal representative to pay all estate and
inheritance taxes assessed against property in my estate or against my
beneficiaries as provided for by the laws of Pennsylvania.
I, Frank N. Earle, the testator, sign my name to this instrument, this
q+~ day of JO.l'\vfi(,,- y , 2009'. I F,.J f:.
I hereby declare that I sign and execute this instrument as my last will, that I sign
it willingly, and that I execute it as my free and voluntary act for the purposes
therein expressed. I declare that I am of the age of majority or otherwise legally
empowered to make a will, and under no undue constraint or undue influence.
~~J. N. ~
(Frank N. Earle)
We, the witnesses, sign our names to this instrument, and do hereby
declare that the testator willingly signed and executed this instrument as the
testator's last will.
Each of us, in the presence of the testator, and in the presence of each other,
hereby sign this will as witness to the testator's signing.
To the best of our knowledge, the testator is of the age of a majority or otherwise
legally empowered to make a will, is mentally competent, and under no
constraints or undue influence.
.
,
We declare under penalty of perjury, that the foregoing is true an correct, this
q+~ day of -;JOI\vo. r-- \J , i-OO\
,
Q
Witness #3/1Ji~ftJ;- cj- i;:;
ResIdmg at: , <?' '~ L
-
Affidavit
We, Frank N. Earle,
~2.AOte'1 S. G9U.A,", (witness)
\
uKo+:h,y 4. -fleltz!N?, (witness)
th h~<;(,- 3 IG Vl( C, (witness)
the testator and the witnesses, respectively, whose names are signed to the
attached or foregoing instrument in those capacities, personally appearing before
the undersigned authority and being first duly sworn, declare to the undersigned
authority under penalty of perjury that:
1) the testator declared, signed and executed the instrument as his last will;
2) he signed it willingly or directed another to sign for him;
3) he executed it as his free and voluntary act for the purposes therein expressed;
and
4) each of the witnesses, at the request of the testator, in his presence, and in the
presence of each other, signed the will as witness and that to the best of
his/her knowledge the testator was at that time of full legal age, of sound
mind, and under no constraint or undue influence.
Testator:~ ;J ~
Witness:
,
Subscribed, sworn to and acknowledged before me by Frank N. Earle, the testator, and by
.B~\e~ S Ge.r\().(.h , ~o.~"'y A J4e.rh\er , and
Me. \ \660. A ~;,,-e r, witnesses, this Q-+"" day of ~o.^c.1o.(' \/ ,
~OD\ ·
...,.~-~ -... ~-
Notarial Seal . J
Frank E. Koser II, Notary PublIc
South Middleton Tw!?, Cumberland county.,. .
My Commission Expires July 7. 200~
Menlber1 P0nr'~.\""'81f:?' A~,s0,:;i1t:nn')t j\lctd.Ll:~S
, ._~
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REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Frank N. Earle
Date of Death: 2/10/03
Will No. 21-03-0151 Admin. No. 2003-00151
To the Register:
I certify that notice of (beneficial interest) estate administration 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 January 7, 2003.
Name Address
Barbara B. Williams 211 Scott Avenue, Syracuse, NY 13224
Stuart C. Williams 211 Scott Avenue, Syracuse, NY 13224
Caroline L. Giorgi P.O. Box 321, Stone Ridge, NY 12484
G. Judd Williams 102 Locust Avenue, Mill Valley, CA 94941
Anne P. Bonaparte 102 Locust Avenue, Mill Valley, CA 94941
Donna L. Williams 262 Walnut Street, Carlisle, PA 17013
A. Pierce Bounds 262 Walnut Street, Carlisle, P A 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
Date: ,-1- A/ -tJ3 ~~~
Thomas E. Flower, Esquire
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Capacity: _Personal Representative
-X Counsel for Personal
Representative
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Frank N. Earle
Date of Death: February 10,2003
Will No. 2003-00151 Admin. No. 21-03-0151
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes -.X; No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes_;
No X
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes X; No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: ~ (7-2-/Df ~f~
Signature
Name: Thomas E. Flower, Esquire
\:: LD. No. 83993
'^\SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
o t. tZ cd') \70. Camp Hill, PA 17011
(717) 737-3405
i ';::i Capacity: _ Personal Representative
'.,:~'HOi.
~ Counsel for Personal Representative
\/'
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002915
FLOWER THOMAS E
2109 MARKET STREET
CAMP HILL, PA 17011
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold ---------- --------
101 I $6,771 .06
ESTATE INFORMATION: SSN: 081-05-2952 I
FILE NUMBER: 2103-0151 I
DECEDENT NAME: EARLE FRANK N I
DATE OF PAYMENT: 08/18/2003 I
POSTMARK DATE: 08/1 512003 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 02/10/2003 I
I
TOTAL AMOUNT PAID: $6,771.06
REMARKS: BARBARA B WILLIAMS CIO
THOMAS E FLOWER ESQUIRE
CHECK#104
INITIALS: AC
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
I-?- / :2.:2 - l.:v
.. .
?EV.1500 r:=li; (&DO) REV-1500
'* COMMONWEALTH OF
PENNSYLVANIA -
- -
. DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
. DEPT. 280601
HARRISBURG, PA 17128-0601 21 - 03 - 01 51 -
RESIDENT DECEDENT - - - ---
COUNTY COOE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I- 081 05 - 2952
Z EARLE, FRANK N. -
W DATE OF DEATH MM--DD--YEAR) DATE OF BIRTH (MM-DD-YEAR)
0 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
W 02-10-03 03-29-1918 REGISTER OF WILLS
()
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
0
none - -
W [8] 1. Original Return D 2. Supplemental Return D 3. Remainder Return (dale 01 death plio. 10 12-13-82)
I-
c:P<t" - D 4. Limited Estate D 4a. Future Interest Compromise (dale 01 death an" 12-12-82) D 5. Federal Estate Tax Return Required
w!!;()
:I: a. 0 [8] 6. Decedent Died Testate (Attach copy 01 Will) D 7. Decedent Maintained a Living Trust attach a copy oITrusl) 8. Total Number of Safe Deposit Boxes
uO-,
g:lll -
a. D 9. Litigation Proceeds Received D 1 O. Spousal Poverty Credit (date of death between 12.31-91 and 1-1-95) D 11. Election to tax under Sec. 9113(A) attach Sch 00
<(
f- THIS SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO
z
w NAME COMPLETE MAILING ADDRESS
0 Thomas E. Flower, Es .
z
0
Q. FIElJ; NA~h (iltf.lime) .
U)
w Sal IS, U, ower & Lmdsay
a: 2109 Market Street
a: TELEPHONE NUMBER
0
() 717-737-3405 earn Hill, PA 17011
- - - .
1. Real Estate (Schedule A) (1) none
2. Stocks and Bonds (Schedule B) (2) none
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 39,447.45 :.) -:"
~ c-:
\...1.-1
4. Mortgages & Notes Receivable (Schedule D) (4) none
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 8,571.58
Z (Schedule E)
--'
0 6. Jointly Owned Property (Schedule F) (6) none c~,o
j: D Separate Billing Requested - --,
c:(
.J (7) none l,d
:l 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property - - - - .....
I- (Schedule G or L) '-"1
t-""'.
a. (8) 48,019.03
c:( 8. Total Gross Assets (total Lines 1-7)
() (9) 2,878.61
W 9. Funeral Expenses & Administrative Costs (Schedule H)
c:: (10) none
10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule 1)
11. Total Deductions (total Lines 9 & 10) (11) 2,878.61
12. Net Value of Estate (Line 8 minus Line 11) (12) 45,140.42
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 00
made (Schedule J)
14. Net Value SUbject to Tax (Line 12 minus Line 13) (14) 45,140.42
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
0 rate, or transfers under Sec. 9116 (a)(1.2) x.O 00 (15) 0.00
l-
e:( 16. Amount of Line 14 taxable at lineal rate X.o 45 (16)
I-
:J
a. 17. Amount of Line 14 taxable at sibling rate x .12 (17)
::2
0 18. Amount of Line 14 taxable at collateral rate 45,140.42 x ,15 (18) 6,771.06
U
>< 19. Tax Due (19)
e:(
I- 20 D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
.
De'cedent's Complete Address:
ST~HAW~fJ~t Street
CITY C r 1 I STATE Pa I ZIP 17013
ar IS e
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 6,771.06
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A+ B + C ) (2) 0.0
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenal1y ( 0 + E ) (3) 0.0
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 6,771.06
A. Enter the interest on the tax due, (5A) 0.0
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (513) 6,771.06
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 No
a. retain the use or income of the property transferred; - - - - _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ D ~
b. retain the right to designate who shall use the property transferred or its income; _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ D ~
c. retain a reversionary interest; or - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - B ~
d. receive the promise for life of either payments, benefits or care? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death ~
without receiving adequate consideration? - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6
3. Did decedent own an "in trust for"cRayable upon death bank account or security at his or her death?_ ~
4. Did decedent own an Individual Retirement Account, annuity. or other non-probate property which ~
contains a beneficiary designation? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
\ DATE
08/ J /2003
DATE
07/ 2 /2003
ADDRESS
Saidis, ShUff, Flower & Lindsay, 2109 Market Street, Camp Hill PA 17011
For dates of death on or after July 1, 1994 and Before January 1, 1995, the tax rate imposed on the net value of transfers to or to the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (I)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 RS. ~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 RS. ~9116(1.2) [72 RS. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~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.
"',.,~".,,""" .- SCHEDULE C
CLOSELY-HELD CORPORATION,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN PARTNERSHIP or SOLE-PROPRIETORSHiP
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
FRANK N. EARLE 21-03-0151
Schedule C.1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship.
See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 1/3 Interest in "E.W. Investments" partnership 39,477.45
(see attached statement showing date of death value and copy partnership agreement)
TOTAL (Also enter on line 3, Recapitulation) s 39,477.45
(If more space is needed, insert additional sheets of the same size)
"',.,~,.,,"'" .- SCHEDULE C-2
PARTNERSHIP
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN INFORMATION REPORT
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
FRANK N. EARLE 21-03-0151
1. Name of Partnership E. W. INVESTMENTS Date Business Commenced 12-05-1975
Address 262 Walnut Street Business Reporting Year Calendar
City Carlisle State Pa Zip Code 17013
2. Federal Employer I.D. Number 5 L. - ) 0 If '-I / '7.\
3. Type of Business Family General Partnership ProducUService Investment
4. Decedent was a 181 General D Limited partner. If decedent was a limited partner, provide initial investment $
5. PERCENT OF PERCENT OF BALANCE OF
PARTNER NAME INCOME OWNERSHIP CAPITAL ACCOUNT
A.
B.
C.
D.
6. Value of the decedents interest $ 39,477.45
7. Was the Partnership indebted to the decedent? DYes 181 No
If yes, provide amount of indebtedness $
8. Was there life insurance payable to the partnership upon the death of the decedent? DYes 181 No
If yes, Cash Surrender Value $ Net proceeds payable $
Owner of the policy
9. Oid the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was prior to 12-31-82?
DYes 181 No If yes, D Transfer D Sale Percentage transferredlsold
Transferee or Purchaser Consideration $ Date
Attach a separate sheet for additional transfers and/or sales.
10. Was there a written partnership agreement in effect at the time of the decedents death? 181 Yes D No
If yes, provide a copy of the agreement.
10. Was the decedents partnership interest sold? DYes 181 No
If yes, provide a copy of the agreement of sale, etc.
11. Was the partnership dissolved or liquidated after the decedents death? DYes 181 No
If yes, provide a breakdown of distributions received by the estate, including dates and amounts received.
12 Was the decedent related to any of the partners? 181 Yes D No If yes, explain nieces & nephews of decedent (and/or spouses)
13. Oid the partnership have an interest in other corporations or partnerships? DYes 181 No
If yes, report the necessary information on a separate sheet, including a Schedule C-l or C-2 for each interest
THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE
A Detailed calculations used in the valuation of the decedents partnership interest
B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding years.
C. If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been
secured, attach copies.
O. Any other information relating to the valuation of the decedents partnership interest.
~.'"".",''''' .- .
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
FRANK N. EARLE 21-03-0151
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Orrstown Bank checking account #108005700
PrincipaL....................................................... . $ 4,228.99
Accrued Interest................ ........................ ..... .09
2. Household Furnishings and Personal Effects (sale proceeds).................................................. 4.283.00
3. Refund from Comcast TV Cable.............................................................................................. 39.50
4. American Red Cross, burial assistance.................................................................................... 20.00
TOTAL (Also enter on line 5, Recapitulation) $ 8,571.58
(If more space is needed, insert additional sheets of the same size)
"".,,",""', '* SCHEDULE H
COMMONWEALTH OF PENNSYlVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
FRANK N. EARLE 21-03-0151
Debts of decedent must be reported on Schedule 1.
iTEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. EWING BROTHERS FUNERAL HOME:
Professional Services.............................................. ............... ............. 1,250.00
Cremation.......................... ............................................................. ....... 175.00
Death Certificates.....................................................................................30 .00
Cremation Container................................................................................ 95.00
Coroner's Authorization Fee............................................. ...................... .25 .00
$1,575.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative s Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees rSaidis, Shuff, Flower & Lindsay (attorney's fees) 1,000.00
3. Family Exemption: (if decedents address is not the same as claimant s, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 111. 00
5. Accountant s Fees
6. Tax Return Preparers Fees
Advertisement of Estate
7. Patriot 117.61
Cumbo Law Jrnl.) 75.00
192.61
TOTAL (Also enter on line 9, Recapitulation) $ 2,878.61
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00) '*
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Earle, Frank N. 21-03-0151
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Barbara B. Williams J,l~ 1/7
211 Scott Avenue
Syracuse, NY 13224
2. Stuart C. Williams ~ 1/7
211 Scott Avenue
Syracuse, NY 13224
3. Caroline L. Giorgi 1/7
P.O. Box 321 rfV ~)
Stone Ridge, NY 12484
4. G. Judd Williams 1/7
102 Locust Avenue ~~ .
Mill Valley, CA 94941
5. Anne P. Bonaparte ~ 1/7
102 Locust Avenue tfV ~.
Mill Valley, CA 94941
6. Donna L. Williams 1/7
262 Walnut Street ~~
Carlisle, PA 17013
7. A. Pierce Bounds 1/7
262 Walnut Street
Carlisle, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
,
Will of Frank N. Earle
21-2003-151
I, Frank N. Earle, a resident of Carlisle, Pennsylvania, declare that this is my will.
My Social Security Number is 081-05-2952.
First: I revoke all wills and codicils that I have previously made.
- Second: As used in this will, the term "specific bequest" refers to all specifically
identified property, both real and personal, that I give to on or more beneficiaries in this
will. The term "residuary estate" refers to the rest of my property not otherwise
specifically disposed of by this will or in any other manner. The term "residuary bequest"
refers to my residuary estate that I give to one or more beneficia.eJ,es in this will.
Third: When this will states that a beneficiary must survive me for the purpose of
receiving a specific bequest or residuary bequest, he or she must survive me by 45 days.
Fourth: I give my residuary estate to Stuart C. Williams, Barbara B. Williams,
Caroline L. Giorgi, G. Judd Williams, Anne P. Bonaparte, Donna L. Williams, and A.
Pierce Bounds in equal shares. However, if any beneficiary named in this paragraph to
receive my residuary estate fails to survive me, the other surviving beneficiaries named in
this paragraph to receive my residuary estate shall div.de the deceased beneficiary's
share.
Fifth: Any specific bequest or residuary bequest made in this will to two or more
beneficiaries shall be shared equally among them, unless unequal shares are specifically
indicated.
Sixth: I name Barbara B. Williams as my personal representative (executor), to serve
without bond. If this person shall for any reason fail to qualify or cease to act as personal
representative (executor), I name A. Pierce Bounds and Anne Bonaparte as alternate
personal representatives (also to serve without bond).
Seventh: I direct my personal representative to take all actions legally permissible to have
the probate of my will done as simply and as free of court supervision as possible under
the laws of the state having jurisdiction over this will, including filing a petition in the
appropriate court for the independent administration of my estate.
Eighth: I hereby grant to my personal representative the following powers, to be
exercised as he or she deems to be in the best interests of my estate:
1) To retain property without liability for loss or depreciation resulting from such
retention.
2) To dispose of property by public or private sale, or exchange, or otherwise,
and receive and administer the proceeds as a part of my estate.
3) To vote stock, to exercise any option or privilege to convert bonds, notes,
stocks or other securities belonging to my estate into other bonds, notes,
.'
.
stocks or other securities, an to exercise all other rights and privileges of a
person owning similar property.
4) To abandon, adjust, arbitrate, compromise, sue on or defend and otherwise
deal with and settle claims in favor of or against my estate.
5) To continue or participate in any business which is a part of my estate, and to
effect incorporation, dissolution or other change in the form of organization of
the business.
6) To do all other acts which in his or her judgment may be necessary or
appropriate for the proper an advantageous management, investment and
distribution of my estate.
The foregoing powers, authority and discretion granted to my personal
representatives are intended to be in addition to the powers, authority and
discretion vested in him or her by operation of law by virtue of his or her office,
an may be exercised as often as is deemed necessary or advisable, without
application to or approval by any court in any jurisdiction.
Ninth: I instruct my personal representative to pay all estate and
inheritance taxes assessed against property in my estate or against my
beneficiaries as provided for by the laws of Pennsylvania.
I, Frank N. Earle, the testator, sign my name ~ tbis' instrument, this
q+ J, day of J W'\\lfi~ Y . 20. lJ. I i F~f.
\,.. ./
I hereby declare that I sign and execute this instrument as my last will, that I sign
it willingly, and that I execute it as my free and voluntary act for the purposes
therein expressed. I declare that I am of the age of majority or otherwise legally
empowered to make a will, and under no undue constraint or undue influence.
~~~~N.~
(Frank N. Earle)
We, the witnesses, sign our names to this instrument, and do hereby
declare that the testator willingly signed and executed this instrument as the
testator's last will.
Each of us, in the presence of the testator, and jn the presence of each other,
hereby sign this will as witness to the testator's signing.
To the best of our knowledge, the testator is of the age of a majority or otherwise
legally empowered to make a will, is mentally competent. and under no
constraints or undue influence.
..
.
.
We declare under penalty of perjury, that the foregoing is true an correct, this
q.J'" day of -:r0l\~c)''''''' . ~oo,
Q
Witness #3 ~ cd if;:.
Residing at:, ~ L
.
.
,
Affidavit
We, Frank N. Earle,
~l2.AO<<..E1 S. GeL.A~", (witness)
4a{h~ ~. -fle(Izj(!R., (witness)
ibJl~<:)o- ~ ~ VJ([', (witness)
the testator and the witnesses, respectively, whose names are signed to the
attached or foregoing instrument in those capacities, personally appearing before
the undersigned authority and being first duly sworn, declare to the undersigned
authority under penalty of perjury that:
1) the testator declared, signed and executed the instrument as his last will;
2) he signed it willingly or directed another to sign for him;
3) he executed it as his free and voluntary act for the purposes therein expressed;
and
4) each of the witnesses, at the request of the testator, in his presence, and in the
presence of each other, signed the will as witness and that to the best of
his/her knowledge the testator was at that time of full legal age, of sound
mind, and under no constraint or undue influence.
Testator:~ tJ ~
\
Subscribed, sworn to and acknowledged before me by Frank N. Earle, the testator, and by
f>~\~" S C:>eC"\ot.'h , Ko.~"y A 14~\er , and
Me. \ \ ,:)60. A ~'^~ r, witnesses, this Q-+ '"' day of ~O^U c)... \/ ,
~ \ .
Ob ~."._~
,9....0.... ~....,
~.. r..
..,' .J:t Cl; #.......
Notarial Seal ,.... ?' .,.---... -"i',,- .0:.
Frank E. Koser II, Notary Public l ;~.' 9~ .~:,:.;:". -'~ ~
South Middleto," Twp., c:umbeJrlal nd7C02UO~3 2 -::..:,:-" ~ ~ 'Z -:.
My CommiSSion Expires u Y . : - - ~ '.-":' -=
, _ ~ __ ":'l.. _~ ~_
Member peno..C:Y~la'liaAssociationoINotanes = .""'; ~ '::' ;;.; :- ~
, ' ; ..~~... ,;:-~:oP~~
:;." :..... .,.,~---- ~~..,,: ~~~
~..., -~~:.~., ~::"...~'
....... .......,.. . ......
',........ .~: ~ ~.,........
~
STATE OF PENNSYLVANIA SHORT CERTIFICATE
COUNTY OF CUMBERLAND
I, DONNA M. OTTO
Register for the Probate of Wills and Granting
Letters of Administration &c. in and for said
County of CUMBERLAND do hereby certify that on
the 21st day of February A.D.,
Two Thousand and Three,
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
estate of EARLE FRANK N , late of CARLISLE BOROUGH
( LA::;'l, .1:"11<.::;'1', M1lJlJL~)
in said county, deceased, to WILLIAMS BARBARA B
(LA::;'1' , t"l1<.::;'1' , M1lJlJL~)
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of said office at CARLISLE, PENNSYLVANIA, this 21st day of February
A.D. , Two Thousand and Three.
File No. 2003-00151 12 0& I~
PA File No. 21-03-0151
Date of Death 2/10/2003
i _ ~/4L lJ1. ~ ,. '.n f ,p~ Regi,ster
S.S. # 081-05-2952 ~ij7
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
.
.......-
LID 0 2 5 7 RU~ ~ 5 '. ... ~ 1\ 0:: ~ ~ :- ~ ~c
.~~OHTG. CG.. !-\o.
~ PARTNERSHIP AGREEMENT r~ 2=50.
<...> of E. W. Investments ~:.. ill \915 Ct~ - 5 4:~~
co' ~ ~ .'<...
I s
<...> This AGREEMENT OF PARTNERSHIP. made as of December "
OV>
= 1975, by and between the undersigned
Frank N. Earle
~ PO Box 59.31
~ Bethesda KD 20014
~
::..>
. ":j.'.':..::;Jeannette B. Williams
<:..p., 6500 Wiscassett Road
Mohican Hills XD 20016
<Y-
o WITNESSETH:
c::
. r- Formation of Partnership: The undersigned hereby form
'~ 1.
-=co a general partnership, in" and in accordance with the laws
, ....
~ o~ the state o~ Maryland..
, L" 2. Nace o~ Partnership:' . The name o~ the partnership
. I
<...> ahall be: E. W. Investments.
'-J
.c:.
J. Term: The partnership shall begin December 4. 1975,
and shall continue until Decembe~ Jl, 1975, and therea~ter
~rom year to year unless erlier terminated as hereinafter
provided.
4. Purpose: The purpose of the partnership shall be to
, manage and invest the capital assets o~ the partnership;
to maintain complete and clear records to ~acilitate
compliance with the tax regulations and laws o~ the United
States and the State of Maryland; and to ~e distl1ibution
. and disbursement or the capital assets and or income, intere~t,
'dividends, long and short term capital gains of the investments
,~ of ~he partnershlpina manner as determined by the partnere.
..1 5. Meetings: Periodic me~tings shall be held as determined
by the partnership-
,may
6. Contributions: The partners make initial or additional
contributions to the partnership as approved by the membership.
',.7. Management: Each partner shall participate in the
management and conduct ot: the at:t:airs o~ the part:J.ership.
Except as otherwise provided herein, all decisions shall
be made by a majority vote of the membership, wherein each
partner shall b€' entitle(ito votes as t:ollows:
. , ..$. .. Votes. two partners: It: the partnership consists 01
,t~o partners, each partner shall hav~ one vote.
~,.. Votes. three vr more partners: It: the partnershj;;
consists of three or mre partners, each partner shall be
entitled to votes as t:ollows:
'- ., 0.. 0-_.. ......-. -_..... ___"'_'~__."~._" .-:"l_~~
...>"-
.'......
_ '.- ;:~f~'
:.---.....:..: -- .. ,-,. -. ;::'->< '-'_ :-:~:;:_:'~:.;}Pi~'&;~W~~:
'-
~~::,_~'t'~~;-.....~...~:,- ._.- -,...---
l8 0 2 5 7 -~ ~ 6
9. (Continued)
A. Each partner shall have one vote.
B. In addition to A. each nartner shall have one vote
ror each even $1,000.00 or his capital investment in
the partnership arter ~he rirst $1,000.00 or his
capital investment in the partnership.
C. The maximum number or votes allowed to anyone
partner, regardless or his capital investment, ~hall
not exceed 45~ or the total vote.
10. Books or Account: Books or account of the transactions
of the partnership shall be kept and at all times be available
and open to inspection and examination by any partner.
11. Annual Accounting: Each calendar year, a full and
complete account of the condition or the partnership shall
be made to the partners.
12. Bank Account; The partnership shall select one or more
banks for the purpose or opening a partnership bank account.
Funds deposited in said bank account shall be withdrawn by
checks ~igned by either or two (2) parter~ designated by
the partnership.
13. Broker Account: The partnership may ~elect a broker
and enter into such agreements with the broker as required
ror the purchase or sale of stocks, bonds and securities.
Stocks, bonds and securities owned by the pa~nership shall
be registered in the partnership name.
Any corporation or Transfer Agent called upon to transrer
any stocks, bcnd~ or securities to or rrom the name or the
partnership shall be entitled to rely on instructions or
assignments signed or purporting to be signed by any partner
without inquiry as to the authority or the person signing or
purporting to sign such instructions or assignments or as to
the validity or any transrer to or rrom the name of the
partnership.
At the time of transrer, the corporation of Transrer Agent
is entitled to a~3Ume (1) that the partnership is still in
existence and (2) that this agreement is in full force and
efrect and has not been amended unless the corporation has
received written notice to the contrary.
14' Compensation: No partner shall be compensated for
services rendered to the partnership except reimbursement
for expenses.
15. Additional Partners: Additional partners may be admitted
at any time, upon the unanimous consent or all partners 50
long as the number or partners does not exceed fifteen.
. - '.'-
'.~~..;',:",.- ../<",~{~~f.~~~~~~~1~i
.
....-. -
. _.-~.._-.~-" ....----.--..-.--- ~ - .-..
~O251~47
16. Voluntary Termination: The partnershi~ may be
d--solved by agreement of the partners. Notice of said
decision to diissolve the partnership shall.he given to
all the partners. The partnership shall thereupon be
terminated by the payment of all the debts and liabilities
of the partnership and the distribution of the remaining
assets either in cash or in kind te the partners or their
personal representatives.
17. Wi tb drawa 1 of a Partiler: Any partner may withdraw
a part or all of his interest. He shall give notice in
writing to the recording partner. Upon receipt of written
notice the partnership shall have a period of 12 months
to make any required liquidation of its investments to
pay the withdrawing partner the value of his interest
in ca:m or in kind, as agreed upon.
18. Death or Incapacity of a Partner: In the e~ent of
of the death or incapacity of a partner, receipt of notice
of such by the partnership shall be treated as a notice of
withdrawal. Liquidation and payment of the partner's
account shall proceed in accordance with paragraph 17.
19. F'orbic.den acts: No partne~ shall:
A. Have the right or authority to bind or obligate
the partnership to any extent whatsoever with regard
to any matter outside the scope of the partnership
business.
B. Without the unanimous consent of all the other
partners. assign. transfer. pledge, mortgage or sell
all or part of his interest in the partnership to any
other partner or other person whomsoever. or enter into
any agreement as the result of which any person or persons
net a part~er shall become interested with him in the
partnership.
/~{:::~~~:;,:;.:~\ C. Purchase an investment for the partnership where less
than the full purchase price is paid for same.
: .,.: r" , v. - . D. Use the partnership name. credit. or property for
'o:~'::.?';.~~~.-: ~~/ other than partnership purposes.
E. Do any act detrimental to the interest3 of the
..... .. 117C"':r.t~... ......... partnership or which would make it impossible to carry
. "~""'.f:".'."". on the business of the partnership.
This agreement of partnership is hereby declared and shall
be binding upon the respective heirs, executors. administrators
and personal representatives of the parties.
IN ~ITNESS WHEREOF', the parties have set their hands and seals
. ~~ar and day first above "'Titten. .':-- '.0,.'...., !:, ; ::70-
"..J.1 ~ N< N. Jl'ACE ...--' If^''Fe, <. ~.",^N' .
(, . I /',-" . . .'
/-r;f..J:Fn-;' ~Vw.'./) Iv' C.L'.....~~Ju.w,J.-it:5/J.:.Lt.-"./~
..~~d~~~tc~~I'~<..J 5""'<W~cf!P-<.O~\1' /97S". ROn .1,.ct~(...6r-
----.-- . ' _._+._---~ .-..-.~._~,-_...__.....--
Portfolio All Accounts
As of 2/10/2003
7/18/2003 Page 1
Security Shares Price est Cost Basis Pre-Tax Gain Balance
Apollo Group, Inc 150.000 44.240 4,170.00 2,466.00 6,636.00
Career Education Corp 100.000 47.160 2,754.75 1,961.25 4,716.00
General Electric 450.000 22.630 7,966.40 2,217.10 10,183.50
Intel Corp. 120.000 15.270 2,358.50 -526.10 1,832.40
RESERVE FUND (HELD A... 65,972.370 1.000 44,796.68 21,175.69 65,972.37
Sierra Pacific Res 177.234 4.520 2,664.93 -1 ,863.83 801.10
Southwest Airlines 150.000 12.840 1,814.83 111.17 1,926.00
Staples 100.000 16.980 1,559.75 138.25 1,698.00
-Cash- 24,576.99 0.00 24,576.99
TOTAL Investments 92,662.83 25~ ~_. 118,342.36
(foW, I NJ~S +~ts - hU~{'S S~
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Orrstown Bank
22 South Hanover Street
Carlisle, P A 17013
Re: Estate of Frank N. Earle
Date of Death: February 10,2003
Social Security No. 081-05-2952
Dear SirIMadam:
The following is a complete record of the above decedent's accounts as of February 10, 2003,
decedent's date of death. Ifthe decedent had a safe deposit box, indicate number _.
Balance on Date of Death
Account No. Type of Principal Accrued Names on Date
Account Interest Account (All Opened
Owners)
'~DCf> ""Jtt) Chc.~,nq 4Idd~~<1 ~()9 K=nnK \\ '2cr \e \ \-lo -en
I
\~~
Signature of Official
Date: FES 2 S 2003
Title: ('\~~\r" ~(Ylce
c,t {/\G,.k' VI..,{.1 c/-/'--e,/(-~z/~:;;r
11' .
.
.
ROWE'S AUCTION SERVICE DATE ,--=5 }31 j 03 0386
717-249-2677
2505 RITNER HIGHWAY
CARLISLE, PA 17013 I
60-8224/2313
PAY TO THE ::f: 4- '"2-'b~ $ fijlji"'D:rJ"l
ORDER OF O-<t~ 14ct~.;.- I';'ML" t,;~",$
~'O+'-1G;~ ~ · ~~O~ 2~~ \..V- .:\i1 '1J~~ +-~S ~ ~E
" " -.
Membersr
~:'::.~ C_IT 0.'0. ~ ~
Mechanlcsburg, PA 17055 . II
I:M~~ ~ ~ 8 2 2... ~ I: 2 ~ 8 2 ~ 2 'jl ~ 5 ~ III 0 ~ 8 b JiP
I"~ -.
tU(g(O/( ~~
~ t Comcast Financial Agency Corporation .....
~?f!lea5 ... . ... ... A Comcast Cable Communications Group Company.
1500 MARKET STREET > ... .
PHlLAl'>ELPHIA,. PA 19102-214e
A'1'TN'; CASH ACCOUNTING .
li~~~i,;!nmM"!tl
0003077272
VALID FOR 90 DAYS
.. .... .1 $********35.321
TO . ....
THE FRANK.EARi..E
ORDER .. C/O DONNA WILLIAMS . ...
OF: ... ....262..WALNUTS'1' . ...... ...../>. NOT GOOD FOR MORE THAN
, 'CAlU.ISLE, PA 17013-37:13 tI,Y;Z:O ~ 00 DOLLARS..... ..........
.. .1-..
.. -, ... ..... -'.'.- "-
.. ....-. ","'-- .-- <""'.,-';-, :".- .',. ',.;." -,",
.. ;.:: ":" .':': -. ,'- ::" "-:;'.,"::" ::. .,: :;:. ::.: ;.- ',. -'>:'-'::'" -:,::::.":::"
...... -. ',. -".. -. ,.. - - ,.....
111000 :lo?? 2? 2111 I:o...:l:lo ~ bo ~I: ~o ......508 :llll
~ 1_.I:U~I..'.'_.I.I".h'il:a~..~:u....::I...~......:1::t1'IU.,.'..:t:r.,.....'..=-:l.,:.I::I:.'I'....:.m(tt:I.I:.I:1I....:::I..:I.):..J::I:--.:t::l=-:I:lT..::II:h"'1::a.....I.I=-~.):.eI.h'jl:.l.:::a~~"'1~~II:".~_:l:r'lI"I:I~""",!
AMERICAN RED CROSS .
OF THE SU$QUEHANIiIA VALLEY m . BANK OJu~ENft~lf'8~Wc"fY' N.A.
430 WEST ORANGE STREET W LANCASTER. PA 17602
P.O. BOX 4624
LANCASTER, PA 11604-4624 60-1356/313 34764
PAY Twenty dollars and no cents
DATE AMOUNT
02127/2003 $20.00
TO THE TWO SIGNATURES REQUIRED FOR AMOUNT OVER $2500
ORDER Donna Williams r.P ~..",p"
OF RE: _ N Earle ~g;::;;t .-" "
262 Walnut Street ' . . "" :;'''''' .
C:rrlisle, I>A 17013, ."'" .. 'TORr"':' ,",_-'
T_.:I~....I.I~lh'll=-n.I'I.lllI.,."llI~...:I::r.'..."'1::1ll1...'"1.n'J=-lill::~I.III..:..J:..:.I:I::t...~...:I:::lI:I=--:I:II..h'J'.U'l=-.U.....,.l::.1:.1::f:.':.......'J'J..:.:I::r.'_f ...
1110 l ... ? b ... III I: 0 :l ~ :l ~ :l 5 b 21: 0 7 III :l :l 2...... 0 ... 0 ~ III
re orne a st. . Comcast Financial AgencyCorporation
~ .... A. ComcastCable Corrmunications Group Company
150Q. ~ET STREET .
PHlLA:oELPHIA,PA 19102-2148
1\TTN'; CASH ACCOUNTING ..
.... ~mB_:IA.1ttl ~:*-i~liWij"ijII
04/21/2003 0003134768
VALID FOR 90 DAYS
TO .. I $*********4.231
THE FRANK. EARLE
ORDER Clo DONNA WILLIAMS
OF: 262 WALNUTST .. . NOT GOOD FOR MORE THAN
CARLISLE, PA 17013-3733 -;t: J;li' 00 DOLLARS
,,1000 :l ~ :l ... ? b 8 III I: 0 ... :l :l 0 ~ b 0 ~ I: ~ 0 .....1 508 :llll
~ - ,. .
I
"-- -~ . ,
'..- ,-.-
'0, 'I :_~ 1)") 'C\
_.; "_: ,-,
H'~_ '.
! \
l'.5~ ISI
-----.
SAIDIS
SHUFF, FLOWER
& LINDSAY
ATTORNEYS-AT-LAW
2109 Market Street
Camp Hill, PA 17011
TO:
Register of Wills
CUMBERLAND COUNTY COURTHOUSE
One Courthouse Square
Carlisle, PA 17013
~- --_.,_.__._~. '""""'~;""C".-"i",~;j;,;,...~~'"i/lio"""'''''''''''''''"'''''''~ 1 r~
,,/'/-/c:2.;2. - /~ COMMONWEALTH OF PENNSYLVANIA '*
V BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REY-I541 EX AFP IOI-DSl
DATE 10-21-2003
ESTATE OF EARLE FRANK N
DATE OF DEATH 02-10-2003
FILE NUMBER 21 03-0151
. , '; ( COUNTY CUMBERLAND
THOMAS E FLOWER ES~ - - .-. - ACN 101
SAIDIS ETAL I -..n. ...,.... I
2109 MARKET ST
CAMP HILL PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=is4-j-Ex--iFP--foY:03Y-NoTicE--oF-YNHE'ifiTANCi-YAX-jrP'PRA-isEifENT:--iii-oWAN-ci-oii------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EARLE FRANK N FILE NO. 21 03-0151 ACN 101 DATE 10-21-2003
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) (1).00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2).00 credit to your account.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 39,447.45 subllit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,571.58 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 48.019.03
APPROVED DEDUCTIONS AND EXEMPT~ONS: 2.878.61
9. Funeral Expenses/Adll. CoStS/M1SC. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 2.878 61
12. Net Value of Tax Return (2) 45.140.42
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (4) 45.140.42
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (5) .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Allount of Line 14 at Sibling rate (7) .00 X 12 = .00
18. Allount of Line 14 taxable at Collateral/Class B rate (18) 45 . 140 . 42 X 15 = 6 . 771 . 06
19. Principal Tax Due (19)= 6.771.06
TAX CREDITS:
. ~D'A T~E 'Nu'tiBER INTEREST /PEN P~+~D (_) AMOUNT PAID
08-15-2003 CD002915 .00 6.771.06
TOTAL TAX CREDIT 6.771.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before DeceBber 12, 1982 -- if any future interest in the estate is transferred
in possession or enjOYBent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the COBBonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAVMENT: Detach the top portion of this Notice and sub.it with your paYBant to the Register of Wills printed on tha reverse side.
--Make check or Boney order payable to: REGISTER OF HILLS. AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, Bay be requested by completing an ftApplication
for Refund of Pennsylvania Inheritance and Estate Taxft (REV-13l3). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 [TT only).
OBJECTIONS: Any party in interest not satisfied with the appraise.ent, allowance, or disallowance of deductions, or assessment
of tax [including discount or interest) as shown on this Notice must object within sixty [60) days of receipt of
this Notice by:
--written protest to the PA DepartBent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the Batter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone [717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedentft [REV-150l) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three [3) calendar .onths after the decedent's death, a five percent [5%) discount of
the tax paid is allowed.
PENAL TV: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax aBnesty period. This non-participation
penalty is appealable in the saBe manner and in the the sa.e ti.e period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine [9) Bonths and one [1) day froB the date of
death, to the date of paYBent. Taxes which becaBe delinquent before January 1, 1982 bear interest at the rate of
six [6%) percent per annUB calculated at a daily rate of .000164. All taxes which becaBe delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA DeparbRent of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Vear Rate Factor Vear Rate Factor Vear Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becoBes delinquent will reflact an interest calculation to fifteen [15) days
beyond the date of the assessBent. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Frank N. Earle
Date of Death: February 10, 2003
Will No. 2003-00151 Admin. No. 21-03-0151
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion ofthe administration ofthe above-captioned estate:
1. State whether administration of the estate is complete: Yes -.X; No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. Ifthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes_;
No X
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes X; No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this report.
Date: ~ (7-~!Df ~~
Signature
Name: Thomas E. Flower, Esquire
-.: U:; LD. No. 83993
.'" SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
o t. (.. ( (Z CJd1J VO. Camp Hill, P A 17011
(717) 737-3405
s;;:J\;\ 1" ", Capacity: _ Personal Representative
~~:j~}*O.'t-- ..'" ('1
- -L Counsel for Personal Representative
\I'
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/10/2005
FLOWER THOMAS E
2109 MARKET STREET
CAMP HILL, PA 17011
RE: Estate of EARLE FRANK N
File Number: 2003-00151
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2 ) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 2/10/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~A~~:~
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
STATUS REJ'ORT UNDER RULE 6.12
Name of Decedent: F(2..AN~ 1\.\, [; 4RL&
Date of Death: 2 - (0 - ~--;;
Will No.: 2.0<?:'~ ODrC;-1 Admin. No.: 2.1 ~o '?, ~ 81 {;{
Pursuant to Rule 6.12 of the Supreme Court Orphans' Comi Rules, I repOli the
following with respect to completion of the administration of the above-captioned estate:
1. State ~ther 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 wentative file a final account with the Court?
Yes _ No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: -
c. Did the personal ~sentative state an account informally to the parties
in interest? Yes No 0 .
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: (- (5 ~ oS ~CZ~
Signature
T t-f", NA-S E, FLO V cP--
LI._ N Name
(~ C/ c:>
LU ~ .. ,-
- ~:1~;
(..-J
C.L: - ;:;:: ~5~:i z..{01 f'1 tt,..{CJI.-r, (tl/A.<p If,II (730
u 0...
C)
i'=' c,~ ..:1' lli ~~ - Address I
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LU ,~ 0" Telephone No.
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Capacity: n Personal Representative
jJJ.6unsel for personal representative
vd