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HomeMy WebLinkAbout03-0909 PETITION FOR PROBATE and Estate of BARBARA K. LAREY, Deceased. No. To: Social Security No. 202-20-7034 GRANT OF LETTERS Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older, is the executrix named in the last will of the above decedent, dated June 17, 1999. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 10 House Avenue, Chateau//12, Camp Hill (East Pennsboro Township). Decedent, then 87 years of age, died on October 7, 2003, at Holy Spirit Hospital, Camp Hill, PA. Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: NONE Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 7,500.00 (If not domiciled in Pa.) Personal Property in Pennsylvania (If not domiciled in Pa.) Personal Property in County Value of real estate in Pennsylvania situated as follows: NONE WHEREFORE, petitioner respectfully req~sts the presented herewith and the grant of letters testamentary thereon. Barbara .~'. Valdes 19 Kensington Square Mechanic~urg, PA 17050 probate of the last /-~ffri ~aldes - will OATH OF PERSONAL COMMONVqEALTH OF PENNSYLVANIA ~ COUNTY OF CUMBERLAND / SS REPRESENTATIVE The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioners and that as personal re re~_Eq..~tative of thex above decedent, petitioner will well and truly administer the es~t~ accorc~ng to la ~..~"~)~,~ f} /~ Swom to or affirmed and subscribed before me ,./'~l~,Lfl,)-O..d~.)~ thi~,~qr~' day oft/~3~rv~_~ ,2003 ~tg~lYafa .~des ' - ..... ' Re/gister " No. c,2/-<9~- ~&? Estate of Barbara K. Lare¥ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW 200~ the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated Juno 17, 1999 described therein be admitted to probate and filed of record as the last will of Barbara K. Larey and Letters Testamentary are hereby granted to Barbara A. Valdes in consideration of the petition on FEES Probate, Letters, Etc .......... $ Short_Certificates( ) $ ~)e~u~at,o n ................ $. .. TOTAL .. Filed ,. ~.~./ .... .~e~. ~.._~ ............ Georqe. A. Vauq~, III I.D.No. 25650 ATTORNEY (Sup. Ct. I.D. No.) 3904 Trindle Road, Camp Hill, PA 17011 ADDRESS 717-975-9102 PHONE WILL OF BARBARA K. LAREY I, Barbara K. Larey, of East Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my death as a part of the expense of the administration of my estate. ITEM II. I give and bequeath all of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, to those of my issue, per stirpes and not per capita, who survive my death by thirty (30) days to be divided among them with due regard for their personal preferences in as nearly equal shares as practical. The decision of my executor with regard thereto shall be final, binding, and conclusive on all parties. ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate to th©se of my issue, per stirpes and not per capita, who survive my death by thirty (30) days. ITEM IV. Ail of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. ITEM V. I appoint my daughter, Barbara Valdes, of Mechanicsburg, Pennsylvania, executrix of this my last will. Should my daughter predecease me or otherwise fail to qualify or cease to serve as executrix of this my last will, I appoint my daughter, Janet F. Schindler, of Enola, Pennsylvania, executrix of this my last will. ITEM VI. In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VII. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this .~?~.~.--~ , 1999. / ~ day of B~arba~ra K~.~Lare~ ~~ The preceding instrument, consisting of this and one other typewritten page, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by Barbara K. Larey, the testatrix therein named, as and for her last will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our ames as w. ess, hereto. A. ~ughn, III - 2 - COMMONWEALTH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) I, Barbara K. Larey, being the testatrix whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the foregoing instrument as my last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Barbara K. Larey ~otary Public Sworn or affirmed to and acknowledged before me by the t~statrix named above this /~pday of , 1999. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND FRAN~E~ T. VAU~HN, NOTARY PIJBL,~ HAkI'I)F.N TW~., (:UMBERLAND COUNTY MY COMM~ION EXPIRES AUO g, 19~ ) ( ss.: ) WE, GEORGE A. VAUGHN, III, and DIANE B. JENKINS, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that she signed it willingly; that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at the time eighteen or more years or age, of sound mind, and under no constraint or undue influence. A. V~ghn, III Diane ~. Jen~lns - Sworn or affirmed to and acknowledged,~ before me this /p day of {~,~/-.~ , 1999. N~ar~-~iic { FRAI~tVAUGHN, NOTAI~PUBI,J~ H~)I~NTWP. CUMBERLANOCQUNTY George A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill, Pennsylvania 17011 (71 7) 975-9102 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Date of Death: Admin. No. Barbara K. Larey October 7, 2003 2003 -00909 To the Register of Wills: I certify that Notice of 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 as set forth on Schedule A attached hereto on December 9, 2003. Notice has now been given to all persons entitled thereto under Rule 5.6(a) except those persons identified on Schedule B attached hereto ~ORG~. VAUGHN, III, Attorney at Law 3904 Trindle Road Camp Hill, PA 17011 (717) 975-9102 Counsel for Personal Representative SCHEDULE A Barbara A. Valdes 19 Kensington Square Mechanicsburg, PA 17050 Janet F. Schindler 18 Mountainview Drive Enola, PA 17025 Albert C. Larey, Jr. 2645 Ginghamsburg-Frederick Road Tipp City, Ohio 45371 SCHEDULE B NONE CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Anna L. Christopher Date of death: 10/29/2003 Will No 2003-931 Admin. No. 21-2003-931 TO THE REGISTER: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above captioned estate. Name Address Raymond C. Christopher Arthur J. Christopher Gerald M. Christopher Rodney D. Christopher Robert L. Christopher 251 McKnight Street, Carlisle, PA 17013 611 Gutshall Road, Boiling Springs, PA 17007 132 Race Street, Boiling Springs, PA 17007 901 Torway Road, Gardners, PA 17324 CIO Raymond C. Christopher, 251 McKnight Street, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a). December 12, 2003 Date Respectfully Submitted TURO LAW OFFICES Carlisle, PA 17013 (717) 245-9688 Capacity as Counsel for Personal Representative George A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill, Pennsylvania 1 7011 (717) 975-9102 FAX (717) 975-9105 December 30, 2003 Donna M. Otto, First Deputy Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 c .o.2- 7o Estate of Barbara K. Larey No. 2003-909 Dear Ms. Otto: Please find enclosed a check payable to your office in the amount of $1,800.00. This represents payment of the estimated inheritance tax liability for this estate. Since the decedent died on October 7, 2003, this payment is being made within the discount period. Kindly process this payment and issue your Official Receipt in due course. Thank you very much. GAV/nlb Enclosure cc: Mrs. Barbara A. Valdes Very truly yours, 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 003406 VAUGHN GEORGE A III 3904 TRINDLE ROAD CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 202-20-7034 FILE NUMBER: 2103-0909 DECEDENT NAME: LAREY BARBARA K DATE OF PAYMENT: 01/02/2004 POSTMARK DATE: 1 2/31/2003 COUNTY: CUMBERLAND DATE OF DEATH: 10/07/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,800.00 TOTAL AMOUNT PAID' $1,800.00 REMARKS: GEORGEAVAUGHN ESQUIRE SEAL CHECK//93 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH DEPUTY REGISTER OF WILLS REGISTER OF WILLS George A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill, Pennsylvania 17011 (71 7) 975-9102 FAX (71 7) 975-9105 March 9, 2004 Glenda Famer Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Estate of Barbara K. Larey No. 2003-909 Dear Mrs. Strasbaugh: Enclosed in duplicate signed counterparts is a Pennsylvania inheritance tax return for the above-named decedent. The return shows additional tax to be paid in the amount of $164.74, and a check in that amount payable to you as agent for the Department of Revenue is enclosed as well. items. Also submitted for filing is an inventory for the decedent's estate. A separate check in the amount of $28.00 is enclosed to pay the filing fees for these US. Should you have any questions or need anything further, please do not hesitate to contact GAV/nlb Enclosures cc: Mrs. Barbara. Valdes Very truly yours, Attorney at Law REV- 1500 EX + (6-00) D E C COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. RESIDENT DECEDENT HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Larey Barbara K. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 10/07/2003 05/03/1916 (IF APPLICABLE) SURV V NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) REV-1500 INHERITANCE TAX RETURN E D E N T ~ 1. Or|gina, Return ~ 247! Supplemental Return C A P B 4. Limited Estate Future Interest Compromise (date of death after 12-12-82) upRL ' ~ D I O 6. Decedent Died Testate . Decedent Maintained a Living Trust ~. ;, A C r--1 ~ ~ T K (Attach copy of Will) (Attach copy of Trust) .. v E S 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit Co" R E C A P I T U L A T I O N OFFICIAL USE ONLY FILE NUMBER 21-03-909 COUNTYCODE YEAR NUMBER SOCIAL SECURITY NUMBER 202-20-7034 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER H (date of death 3. Remainder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes NAME George A. Vau~hn III FIRM NAME (If Applicable) TELEPHONE NUMBER 717/975- 9102 (date of death between 12-31-91 and 1 - 1-95) 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole -Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) r~ 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 Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. [~ Election to tax under Sec. 9113(A) 1 1. (Attach Sch O) OFFICIAL USE ONLY (8) ~ (11) (12) '~:' :::ii;,47,277.94 1,511.71 COMPLETE MAILING ADDRESS 45,766.23 45,766.23 3904 Trindle Road Camp Hill, PA 17011 14. None None None 8,6 0 38,66~.74 None 1,409.~00 102.71 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (14) 0.00 2,059.48 0.00 0.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 45,766.23 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 18. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate X .0 0 (15) X .0 45 (16) X .12 (17) X .15 (18) 19. Tax Due (19) 2,059.48 C O M T I 0 (~ Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: ~ ~ H~-E[ ADDRESS 10 House Avenue Chataeu ~/12 CITY Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty 1,800. O0 94.74 r STATE ZIP PA 17011 (1) 2,059.48 Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) 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) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 1,894.74 0.00 0.00 164.74 0.00 164.74 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; ......................... [~ ~ b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for life of either payments, benefits or care? ................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ ~ ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. [~ ~--~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary 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. U r,,-.'ei penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAI~ URE OF PERSON RESP.,~,SIBLE FOR FILING RETURN ~ ~ .".~,~,~. ~ ~!/~. ~./L~/)~ 19 Kens in~t on S uare Barbara Valdes DATE Mechanicsbur,, PA 17050 SIGN~'UREOFPREP~RERO/T~ERTHANREPRESENTATiVE George A. Vaughn III DATE , ~:~ /Z~l//~...~__..~ ~ 3904 Trindle Road /~ ~K ~ ~ --~A--~ilY~-~--iV6ik- ......................... ~/~ F~'da{es ;f ~'e'a~';-~';~ ;~e'r' ~1~"~ ,' ~'~' g;f0'~';' ~;~;;~ 1, 1995, the tax rate imposed on the net value'o~ t~;~Sf;~ ~;'or for the use of the su~iving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the su~iving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statuto~ requirements for disclosure of assets and filing a tax return are still applicable even if the su~iving spouse is the on~ beneficial. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child ~en~-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of tran~ers 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(aXl)]. 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(aX1.3)]. A sibling is defined, under Section 9102, as an individual who has at learn one parent in com~n w~h the decedent, whether by blood or adoption. Copyright (c) Z~ form software only The Lack~r Group, Inc, Form REV-1500 EX (Rev, 6-~) REV- 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barbara K. Larey SS~ SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY 202- 20- 7034 10/07/2003 FILE NUMBER 21-03-909 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 NUMBER 1 2 3 Copyright (c) 1996 form software only CPSystems, Inc. VALUE AT DATE OF DEATH DESCRIPTION Beverly Enterprises, Inc. - Refund of unearned rent 1,504.45 Waypoint Bank; checking account ~/900044462 - Principal balance as 6,856.75 of date of death Miscellaneous tangible personal property 250.00 TOTAL (Also enter on line 5, Recapitulation) $ 8,611.20 (If more space is needed, insert additional sheets of the same size) Form REV-1508 EX (Rev. 1-97) REV- 1509 EX + (1-97) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barbara K. Larey SS~ 202-20-7034 10/07/2003 If an asset was made joint within one year of the decedent~s date of death, it must be reported on Schedule G. FILE NUMBER 21- 03- 909 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Barbara Valdes Daughter 19 Kensington Square Mechanicsburg, PA 17050 JOINTLY-OWNED PROPERTY: LE ~ ~ ER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOIN'[ MADE Include name of financial institution and bank account number or similar Identifying number, DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT Attachdeed forjolntly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTERES 1 A 02/01/00 GMAC Demand Notes Account; 77,333.48 50.00% 38,666.74 ~/9012676597 - Principal balance ($77,293.36) and accrued interest ($40.12) TOTAL (Also enter on line 6, Recapitulation) $ 38,666.74 (If more space ~s needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97) DemandNotes by GNi_.__Ac Quarterly Summary GMAC Demand Note 9012676597 BARBARA K LAREY 8 BARBARA A VALDES JT TEN 10 HOUSE AVE UNIT 12 CAHP HILL, PA 17011 BEGINNING RATE ANNUAL HONDAY YIELD 12/01/03 2.71 2.75 12/08/03 2.71 2.75 12/15/03 2.71 2.75 12/22/03 2.71 2.75 12/29/03 2.71 2.75 TO OBTAIN TNFORMATION ABOUT YOUR DEHAND NOTES THE AUTONATED TELEPHONE SYSTEM ZS AVAILABLE :>4/7 AT I'F YOU I~EED AN AGENT'S ASS:LSTANCE THE BEST TZtlE TO CALL ZS TUESDAY - THURSDAY BETI~EEN THE HOURS OF IO:OOAH AND Z:OOPH EST OR FOR EASY ONLTNE ACCESS LOGON TO I~/H.DENANDNOTES.COH Summary of INVESTMENTS, INTEREST. and REDEMPTIONS for the period:oCTOBER 1, ZOO3 THROUG! DEC Opening Balance Investments[ interest Redemptions Other Charges Closing Balance $77,1/S. 67 $. 00 [ $SZ8. Sz, $. 00 $. 00 $77,6,-~. · Date" Type Of ACtivity i ;.i ."' .... i .:i . Amount.,',~;. ' :. NoteBa~n~.' : L :'.:LRe~r~ : . · ~ · l~]O/Ol I~ST Pl~ 172. IS For Current Rats 1~O~ [~E~ST PA~ 178 .SO 77 ~. ~1 Call 1-800~26-832~ DEMAND NOTE INFORMATION 24 hours a Call 1 · Cu~nt Balance · Check Reordem · In~stments · Current Rates : Redemptions Interest Posted · PaymlllPension Deductions · Customer Se~ice S~ice Aee~ts S 30 e.m - 7:0~ p m Monday - Friday TDD Users ~ll ~-~00-25~-966S Overseas E~plovee~ Call 1-312-5S7-2959 AB~ 0710~0152 http:H~.demandnotes.com S~ reverse for ~etails INTEREST'· '.. '" ..... - : .... : ' .~RcTO-DATE ': '".: ,hal investments to your OMAC Demand Note_ (DETACH HERE) DemandNotes Investment Form for GMAC Demand Note: 9012676597 ~y Gi~AC · Address Changed? E~] Check the box above and complete the form on the reverse side. GMAC Demand Notes The Northern Trust Company P.O. BOX 75920 Chicago. II. 60675-5920 BARBARA K LARRY & BARBARA A V/d_DES JT TEN Note: Investments by check are subject to a five-business-day hold. Make checks payable (In U.S. Dollars) to: The Northern Trust Company. Agent, and mail together with this form to the address below Total Investment must total at least S50 9012676597 I! I REV-~5,~ EX +0-97> SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF Barbara K. Larey SS~/ 202-20-7034 10/07/2003 FILE NUMBER 21-03-909 Debts of decedent must berepo~edon Schedulel. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney's Fees George A. Vaugt'Ln III Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Register of Wills inventory - Filing fee for inheritance tax return and TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. 1,310.00 71.00 28.00 $ 1,409.00 Form REV-1511 EX (Rev. 1-97) Estate of: Barbara K. Larey Soc Sec #: 202-20-7034 Date of Death: 10/07/2003 Item Description Continuation of Schedule H-B2 (Attorney's Fees) Amount George A. Vaughn, III - Payment of interim attorney's fee George A. Vaughn, III - Payment of interim attorney's fee George A. Vaughn, III - Payment of final attorney's fee 366.00 444.00 500.00 1,310.00 Estate of: Barbara K. Larey Soc Sec #: 202-20-7034 Date of Death: 10/07/2003 Item Description Continuation of Schedule H-B4 (Probate Fees) Amount Register of Wills Probate filing fee 71.00 71.00 REV-151Z EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barbara K. Larey SS~ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS 202-20-7034 10/07/2003 FILE NUMBER 21-03-909 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AT&T - Final bill for telephone service Holy Spirit Hospital - Charge for hospital insurance) services (not paid by TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. AMOUNT 27.71 75.00 $ 102.71 Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barbara K. Larey SS# 202-20-7034 SCHEDULE J BENEFICIARIES 10/07/2003 FILENUMBER 21-03-909 NUMBER 2 3 I1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [i~l~e omright s~u~l distributiom, and tra~fers u~er Ss. 911~a)(1.2)] Albert C. Larey, Jr. 2645 Ginghamsburg-Frederick Road Tipp City, OH 45371 Barbara A. Larey 19 Kensington Square Mechanicsburg, PA 17050 Janet F. Schindler 18 Mountainview Drive Enola, PA 17025 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Daughter Daughter AMOUNT OR SHARE OF ESTATE One-third One-third One-third ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) 0.00 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) WILL OF BARBARA K. LAREY I, Barbara K. Larey, of East Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my death as a part of the expense of the administration of my estate. ITEM II. I give and bequeath all of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, to those of my issue, per stirpes and not per capita, who survive my death by thirty (30) days to be divided among them with due regard for their personal preferences in as nearly equal shares as practical. The decision of my executor with regard thereto shall be final, binding, and conclusive on all parties. ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate to those of my issue, per stirpes and not per capita, who survive my death by thirty (30) days. ITEM IV. Ail of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. ITEM V. I appoint my daughter, Barbara Valdes, of Mechanicsburg, Pennsylvania, executrix of this my last will. Should my daughter predecease me or otherwise fail to qualify or cease to serve as executrix of this my last will, I appoint my daughter, Janet F. Schindler, of Enola, Pennsylvania, executrix of this my last will. ITEM %r/. In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITF~w~ VII. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 1999. IN WITNESS W~I~R~OF, I have hereunto set my hand this :' n / day of Barbara K. Larey The preceding instrument, consisting of this and one other typewritten page, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by Barbara K. Larey, the testatrix therein named, as and for her last will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. GeoJge A. 9aughn, III Diane B. Je~ins - 2 - COMMONWEALTH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) I, Barbara K. Larey, being the testatrix whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the foregoing instrument as my last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Barbara K. Larey i' ..... /?,,./c,~.t Lx~i4 Z, . ~°tary Public Sworn or affirmed to and acknowledged before me by the t~statrix named above this /~day of ~t-?t~ , 1999. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND FR~NCtST. VAUGHN, ! NAMP~N T%% CUM~RLAND C~mY I MYCOMMI~SIONEI~IRESAUG. 9,19~9 ) ( SS.: ) _1 WE, GEORGE A. VAUGHN, III, and DIANE B. JENKINS, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that she signed it willingly; that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at the time eighteen or more years or age, of sound mind, and under no constraint or undue influence. George A. W'aughn, III Dzane B. Jenkins Sworn or affirmed to and acknowledged before me this /~ day O f ~"~ ' . ~,'.<:.~.-,,t,2~. , 1999. ~ I ' ' .OT~S~ ..... I I Register of Wills of INVENTORY County, Pennsylvania Estate of Barbara K. Larey also known as , Deceased No. No. 2003 909 Date of Death 10/07/2003 Social Security No. 202 - 20 - 7034 Barbara Valdes, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/VVe verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D. No.: Address: George A. Vaughn III 25650 3904 Trindle Road Camp Hill, PA 17011 Telephone: 717/975-9102 Personal Representative ~ "~ Signature: Barbara Valdes Signature: // Address: Telephone: Dated: 19 Kensington Square Mechanicsburg, PA 17050 717/697-9196 Description (See continuation page(s) attached) (Attach additional sheets if necessary) Value~? C2I~' Total: 8,611.20 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form ~RW-7 (199Z) Estate of: Date of Death: County: INVENTORY Barbara K. Larey 10/07/2003 Cumberland CASH: Beverly Enterprises, Inc. Refund of unearned rent Waypoint Bank; checking account #900044462 Principal balance as of date of death 1,504.45 6,856.75 PERSONAL PROPERTY: Miscellaneous tangible personal property 250. 007 8,361.20 ~ 250. ~ Z_ _ _ _ Cb ....... TOTAL RECEIPTS OF PRINCIPAL ............... 8,611.20 -1- 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 0O3665 VAUGHN GEORGE A III 3904 TRINDLE ROAD CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 202-20-7034 2103- 0909 LAREY BARBARA K 03/11/2004 03/10/2004 CUMBERLAND 10/07/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $164.74 REMARKS: CHECK//97 "- ' SEAL TOTAL AMOUNT PAID' $164.74 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WELLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES /NHER/TANCE TAX DTVZSTON DEPT. 280601 HARRISBURG, PA 171Z8-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX RE¥-1547 EX AFP (nl-0~) GEORGE A VAUGHN $90~ TRZNDLE RD CAHP HILL III PA 17011 .~.-.: i DATE 0~-26-200~ ~: ESTATE OF LAREY DATE OF DEATH 10-07-2005 FILE NUHBER 21 05-0909 '04 APi:I 26 eQO TY CUHBERLAND ACN 101 ~-- - '~ I Amount: Remitted I HAKE CHECK PAYABLE AND REHZT PAYNENT TO: REGISTER OF WILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF LAREY K B FILE NO. 21 05-0909 ACH 101 DATE 0~-Z6-200~ TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANOED RESERVATTON CONCERNING FUTURE INTEREST - SEE REVERSE APPRA/SED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) $. Closely Held S~ock/Per~nership In~eres~ (Schedule C) ($) ~. Nor~geges/Notes ReceLveble (Schedule D) (~) $. Cash/Bank DeposL~s/H/sc. Personal Proper~y (Schedule E) 6. Jo/n~ly Owned Proper~y (Schedule F) (6) 7. Trensfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Cos~s/N/sc. Expenses (Schedule H) (9) 10. Deb~s/Nor~gege Liab/1/~ies/L/ens (Schedule 1) (10) 11. To,al Deduc~/ons 12. Ne* Value o~ Tax Re~urn 8z611.20 $8~666.7R .00 .00 NOTE: To /nsure proper .00 credi~ ~o your account, .00 subm/~ ~he upper portion .00 of ~his fora wL~h your ~ax payment. (8) 1,~09.00 102.71 15. 1~. NOTE: ASSESSHENT OF TAX: 15. Amoun'l: of L/ne 1ri a~ Spousal re~e 16. A,oun~ of L/ne l~t ~exable at Lineal/Class A ra~e 17. A.oun~ of Line lfi a* S~bl~ng ra*e 18. Amoun~ of L/ne lfi ~axable a~ Collateral/Class B ra~e 19. Principal Tax Due TAX CREDZTS: PAYNENT RECE/PT DISCOUNT DATE NUHBER /NTEREST/PEN PAID (-) 12-~1-Z00~ CD00~06 9~.7~ 0~-10-Z00~ CD00~665 .00 ~7,277.9q ZF PAID AFTER DATE ZNDZCATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (~$) .00 x O0 = .00 (16) ~5,766.25 x 0~5= 2,059.~8 (~7) .00 x 12 = .00 (lB) .00 x 15 = . O0 (19)= 2,059.R8 AHOUNT PAID 1,800.00 16~.7~ reflect flgures that include the total of ALL returns assessed to date. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE Z,059.~8 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR)~ YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) CherL*ebZe/Governmen~al Bequests; Non-elec*ed 911:5 Trusts (Schedule J) (1:5) . O0 Nat Value of Estate Subjec~c ~:o Tax (1~) ~5,766.25 Zf an assessment ~as issued prev/ously, lines 1~, 15 and/or 16, 17, 18 and 19 ~ill (11) 1.511.71 (12) ~+5 , 766 RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collataral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Cammonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate on any such future interest. To fulfill the requirements of Section 2lqO of the /nheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGXSTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Xnhoritance and Estate Tax" (REV-XSl3). Applications are available at the Office of the Rmgister of Nills, any of the 25 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-$62-Z050~ services for taxpayers aith special hearing and / or speaking needs: 1-800-447-3020 (TT only3. Any party in interest not satisfied with the appraisement, 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 Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6S05. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. Zf any tax due is paid within three (5) calendar months after the decadent's death, a five percent (52) discount of the tax paid is allowed. The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and ~ot paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed es indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one [1) day from the date of death, to the date of payment. Taxes ahich became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .00016q. All taxes ahich became 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 Department of Revenue. The applicable interest rates for 1982 through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .000548 ~'~'8-1991 XXZ .ooo~ol ~ 92 .000247 1983 162 .000438 1992 9Z .000247 2002 6Z .000164 1984 112 .000501 1995-1994 72 .00019Z 2003 52 .000157 1985 i3Z .000556 1995-1998 92 .000247 2004 4Z .000110 1986 102 .000274 1999 7Z .000192 1987 ZOZ .000274 ZOO0 7Z .000192 --Interest is calculated INTEREST = BALANCE OF as folio#s: TAX UNPAID X NUNBER OF DAYS DELINQUENT X DA/LY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent ail1 reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 VALDES BARBARA 19 KENSINGTON SQUARE MECHANICSBURG, PA 17050 RE: Estate of LAREY BARBARA K File Number: 2003-00909 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/07/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~!::~~ REGISTER OF WILLS cc: File Counsel Judge ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 VAUGHN GEORGE A III 3904 TRINDLE ROAD CAMP HILL, PA 17011 RE: Estate of LAREY BARBARA K File Number: 2003-00909 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/07/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ,iJ ,. 17 I' ".. ~. (J~~/ A / GLENDA FARNER STR~~ REGISTER OF WILLS cc: File Personal Representative(s) Judge L(.". 69 Tower Rock Rd. Cascade, Mt 59421 October 26, 2005 Glenda Farner Strasbaugh Register of Wills Cumberland County One Courthouse Square Carlisle, PA 17013 RE: Estate of LAREY, BARBARA K. File Number: 2003-00909 Dear Glenda Farner Strasbaugh: I am responding 10 }Uur letter of 9-1 &-2005 saying I have not filed the "Status Report by Personal Representative (Rule 6.12)" in the above captioned estate. I no longer reside in Pennsylvania. My attorney George A. Vaughn III, whose office was located at 3904 Trindle Rd., Camp Hill, PA, advised me all paper work was completed in 2003-2004. I was not aware this Status Report was not filed. On attempting to contact Mr. Vaughn, I found his phone had been disconnected with no forwarding number. I will try 10 the best of my ability to comply with }Uur request. I am enclosing the completed "Status Report Under Rule 6.12" formulary, and a copy of a letter showing Barbara K. Larey's assets at the time of her death. The estate was divided equally among the three children. This letter shows the amount each of Mrs. Larey's children received, and with their signature "attest individually and collectively" to have been in agreement on Barbara K. Larey's Estate SetUement. I hope these documents will satisfy }Uur request. Sincerely }Uurs, :/~~ Enclosures (2) f t C.::) ,.," LLI C) Ll- LL C> o LU C:'. 0:: C) ~I~~ C:C U- C"? l- U c.-=> tr:) = = C-J Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: gAABRfCI1-.k, LARlif .:>"'00 3 Date of Death: (l') J~6 ".n. '1, tJ 0 ~M Estate No.: ~VO'"3 - 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 ~ther administration of the estate is complete: Yes !Xl 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 ~ No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes J)?l No 0 Date: 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. f) ~.' n I JD/Zi//r5' ~avlhU4~iJj~ 19nature MR.I8ItRA ~ht-DF5 Name ~q 10 LOW Rock Koa.cL ~~ ;yn~ S-Cjtj-zl Telephone No. l/-D (p. Lf b'd oJ 4 0 L/ J Capacity: ~ Personal Representative o Counsel for personal representative \r~) LL. c.:;. en LLt-1 <....) U u.: C) a LI,,) c., CT:: C) (:J Lu a:: Mr. Albert C. Larey Jr. 2645 Ginghamsburg- Frederick Rd. Tipp City, OH 45371 Mrs. Janet F. Schindler 18 Mountain View Dr. Enola, PA 17025 Mrs. Barbara A. Valdes 19 Kensington Sq. Mechanicsburg, P A 17050 Re: Barbara K. Larey Estate Distribution. The value of our mother's assets at the time of her death: Debits C red its Sal 9/21/2003 Ending Balance 8,129.29 10/20/2003 Ending Balance 6,699.97 6,699.97 11/17/2003 Refunds received from 6,699.97 Verizon 0.67 6,700.64 Senior Blue 94.00 6,794.64 The Patriot News 48.65 6,843.29 6,843.29 11/20/2003Interest Payment (Oct) 0.67 6,843.96 11/26/2003 Refund from the Chateau 1,504.45 8,348.41 Interest Payment (Nov) 0.70 8,349.11 12/22/2003 Opening Balance for BKL Estate Account 8,349.11 12/30/2003 Register of Wills -Inheritance Tax Liability- 1,800.00 6,549.11 12/30/2003 Refund to BA V for costs incurred for estate 533.71 6,015.40 1/16/2004 Attorney's fees 444.00 5,571.40 1/27/2004 Transfer from Demand Notes Joint (BAV) Account 77,644.21 83,215.61 2/6/2004 Bank's Fees 5.00 83,210.61 2/13/2004 Holy Spirit Hospital 25.00 83,185.61 3/1/2004 Deposit from Demand Notes (Interest earned) 152.89 83,338.50 3/8/2004 Register of Wills 164.74 83,173.76 3/30/2004 Neumayer Funeral Home (Tombstone engraving) 100.00 83,073.76 4/8/2004 Janet Schindler (Payment of 2003 Taxes) 70.00 83,003.76 5/10/2004 Attorney's fees 528.00 82,475.76 Net Asset Value $82,475.76 '. - 1-- o~ ~ a.. es f5 ~ per~.' wishes, the est~e was to be divided equally among the three children and for ;ule ~ofher grandchIldren. w -.J;,I.,' o t-i~'; :g 6 c::::;. C"-J Accordingly, Enclosed are checks drawn on Mom's account, totaling $27,491.92, which is 1/3 of the Estate Net Asset Value. Our signature below, attest each ofus individually and collectively are in agreement on Barbara K. Larey's Estate Settlement. ~o~ / Barbara A. Valdes. 71,~ Date {)!t, ~ u 7-0 y Date ()b-/8- t21 Date O~ -t17-eJ Y George A. Vaughn, III 3'523 September Drive, #6 Camp Hill, Pennsylvania 17011 (760) 807-2603 October 24, 2005 i~ c_~ c:..::J C...-'", J ; Glenda Farner Strasbaugh Register of Wills One Court House Square Carlisle, PAl 70 13 RE: Estate of Barbara K. Larey File No. 2003-909 Dear Mrs. Strasbaugh: Reference is made to your letter of September 15,2005, in the above matter requesting the filing of a Status Report. I cannot file this Report as attorney for the estate because my license to practice law within the Commonwealth of Pennsylvania is in inactive status as of July 1,2005. With a copy of this letter, I have forwarded your request to the personal representative of the estate so she can complete it and file it promptly with your office. Thank you. GV/bn cc: Mrs. Barbara A. Valdes -0 C~) . ., I . ~l C) 11-) t- o \\~