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Home My WebLink About03-0745PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Es~teof Eric T. Tucker a~o known as Deceased. Social Security No. 193-80-2224 NO. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who i~/are 18 years of age or older, applY for letters of administration on the estate of (d.b.n.; pendenle lile; durante absentia; durante minorilate) the above decedent. Decedent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 4 Darrin Avenues Newburg,Hopewell Township (list street, number, Twp. or Bore.} Decedent, then 1 years of age, died August 1 74~ 2003, at All Children's Hospital, St. Petersburg, FL Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: Petitioner s_~_ after a proper search ha. ye ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Residence Steven R. Tucker Father Avenue, Relationship Elizabeth M. Fay Mother Darrin Darrin Newburg, PA Avenue, Newburg, PA 17240 17240 THEREFORE, petitioner{s) respectfully request(s) the grant of letters of administration 'in the appropriate form to the undersigned. Steven R. Tucker F~l~igabeth M. Fay 4 Darrin Avenue, Newburg, PA 17240 4 Darrin Avenue, Newburg, PA 17240 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF C~BERL~D The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed beforg, me this /f~ 7F-/ day of ~ ~ ~ ~egiste~ Elizabeth M. ,Fay No. c~/- ~ - 7 ~',.~- Estate of Eric T. Tucker , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW .-~-.-~'~/~:~ :~ 2003, in consideration of the petition on the reverse side(hereof, satisfactory proof having been presented before me, IT IS DECREED that Steven R. Tucker and Elizabeth FI. Fay is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to Steven R. Tucker and Elizabeth M. Fay in the estate of Eric T. Tucker FEES Letters of Administration ..... Short Certificates( ) .......... $ ation ................ $ $ TOTAL Filed . .~. :-/'.e:D ............ A.D. Register of Wills~ . _ Jerry A. Wei$~e, Esquire A'I~ORNEY~up.~.I.D.~o.) WEIGLE & ASSOCIATES, P. · 126 East King Street ADDRESS Shippensburg, PA 17257 #01624 PHONE (717) 532-7388 · OFFICE of VITAL STATISTICS CERTIFIED COPY .OCAL WILE NO. ~'1. DEC'DENT'S NAME 3. DATE OF DEATH Month Daj~ Year) AUG 01, 2003 ' 6. DATE OF BIRTH {Month. Day, Year) FIRST F. ric CERTIFICATE OF DEATH' FLORIDA MIDDLE LAST Thomas TUcker 4. SOCIAL SECURITY NUMBER (Unobtainable) (City and State or F OF DEATH (Check only One: see instructions on other side) 9c. FACILITY NAME (ff not institution, give street and number) Never Worked 13~. COUNTY Never Worked Never ~. Widowed, 13c. CITY, TOWN, OR LOCATION CODE 14. WAS DECEDENT OF HISPANIC (,.~cify NO er Yes - ~f yes, 8petty Ha~an, Ce'ban, White, Mexican, Puerlo Ri~an. etc.) ~_~._ No Specify: 17240 [F/rst, Middle. Last) 18. MOTHER'S NAME (First, Middle, Maiden ,~urname) S~.evell, ~;~1: Tucker INFORMANT'S ~'~A~*~ {'Type/P~inO t9b. MAILING ADORE', Burial ~ C~'~mation Rem~v~ from State other place) [~etio~ ,r(sp~ Cremation Tribute Ceater OR 21b. LIGENSE NUMBER (MO., ~ Yr) 2Rc. HOUR OF DEATH ,MD, ME .~rton ] , Largo, FL 33778 - SIGNATURE AND DATE THIS IS A CERTIFIED TRUE AND CORRECT COPY OF THE OFFICIAL RECORD ON FILE JN 'THISt':OFFI'CE Chie[Deputy Registrar, Pinellas County issued: Sept. 8, WARNING: T.,S ~u.~ ~ P..~c o. P.OT~P,E~ ~. ~O~R.~ P~.ER ,,,~. ~ ~ OF THE STATE OF FLORIDA. DO NOT ACCEPT YIflTHO//flT VERIF'YflqG THE PR~ENC~ OF THE 'W~A~ERM.~RK' i4 9086 40 ~.~,~._~_?c~ ~M~ ~dm~ 8~t~ M~S WITH ~ AND S~LS JN THERMO~IC INK. 2003 WEIGLE & ASSOCIATES, P.C. * ATTORNEYS AT LAW 126 EAST KING STREET, SmP~'ENSBURG, PA 17257-1397 · TELEP}~ONE: (717) 532-7388 FAX: (717) 532-6552 IN RE: ESTATE OF ERIC T. TUCKER, late of Hopewell Township, Cumberland County, Pennsylvania, deceased : 1N THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY : PENNSYLVANIA : ORPHANS' COURT DIVISION : ESTATE NUMBER 21-03-0745 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Eric T. Tucker Date of Death: August 1, 2003 Administration No. 21-03-0745 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on September 26, 2003: Steven R. Tucker 4 Darrin Avenue Newburg, PA 17240 Elizabeth M. Fay 4 Darrin Avenue Newburg, PA 17240 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE. September 26, 2003 ~ ,/ Signai~ ~ ,~ ~ Name: JcVrry A. Wei'gle, Esquire "~Address: Weigle & Associates, P.C. ,~ 126 East King Street /.:: ' (;~ ~."~':~ '~":'.1. Shippensburg, PA 17257 Telephone: (717) 532-7388 Capacity: Personal Representative X Counsel for Personal Representative WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN OFFICli~L USE ONLY FILE NUMBER C~l. Odginal Return ~-~4. Limited Estate [~6. Decedent Died Testate (Attach copy o~Will) ~-'-] 9. Litigation Proceeds Received NAME Jerry A. WeiKle, Esquire FIRM NAME (If Applicable) Weigle & Associates, P.C. TELEPHONE NUMBER (717) 532-7388 [--~ 2. Supplemental Return [~4a. Future Interest Compromise (date of death after 12-12-82) r'-] 7. Decedent Maintained a Living Trust (Attach copy or Tr~st) {----~ 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95) COMPLETE MAILING ADDRESS 126 East King Street Shippensburg, PA 17257 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Padnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ~] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of 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. 150,000.00 9,370.75 (8) 150,000.00 (11) 9,370.75 (12) 140,629.25 (13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 __ (15) 16. Amount of Line 14 taxable at lineal rate 14 0,6 2 9.2 5 x .0 (16) 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) ~'-~ 3. Remainder Return (dale of death pdor to 12-13-82) [~5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes [11.Election to tax under Sec. 9113(A) (^ttac~ Sch O) OFFICIAL USE ONLY 140,629.25 2 1 - 0 3 0 7 4 5 R E S I D E N T D E C E D E N T cou., cooE DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) sOCrAL SECURITY NUMBER Z Tucker, Eric T. 193 - 80 - 2224 ~ DATE Of DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 1.1.1 08 /01 / 2003 06 / 20 / 2002 REGISTER OF WILLS LM (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER "Decedent's Complete Address: STREET ADDRESS 4 Darrin Avenue CITY Newburg ISTATE PA ZIP 17240 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits ( A + B + C ) (2) 3. InterestJPenalty if applicable D. Interest E. Penalty Total InterestJPenalty ( D + E ) (3) 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 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. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 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 premise 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. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than t,.~he personal representative is based on all information of which preparer has any knowledge. ~OF PERSONI~R FILING RETURN ~ I , --'~! A . DATE ~ ~"~t~ Il_ I'~ A.~ \~even R. Tucker C ~~ ~lizabeth M. Fa~ 4 Darrin Avenue, Newbur PA 17240 EPARER OTH ADDRESS D~E Jerry A. Wei~le, Esquire Weigle & Associates, P.C. 126 East King Street, Shippensbur~, PA 17257 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (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. 99116 (a) (1.1) (ii)]. The statute does not exempt 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 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 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. REWlS08 5X+ I2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or Type FILE NUMBER Eric T. Tucker 21-03-0745 (Al! property iointly-owned with the Right of Survivorship must I-e disclosed on Schedule F) iTEM NUMBEI~ DESCRIPTION Nationwide Insurance - personal liability coverage limits paid under Homeowners policy of Patricia Fay received 08/29/03 totaling $300,000. Payment allocated $150,000 Wrongful Death Proceeds, and $150,000 Survival Action Proceeds TOTAL (Also enter on line 5, Recapitulation) VALUE AT DATE OF DEATH 150,000.00 $ 150,000.00 (Attach additional 8Y2" x 11" sheets if more space is needed.) REV-1511 EX+ (7-88) COMMONWEA~H OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type ITEM NUMBER ko Bo C. 1. 2. 3. 4. 5. 6. 7. 8. Eric T. Tucker rFILE NUMBER DESCRIPTION FuneralExpenses: Anderson-McQueen Funeral Homes Short Funeral Homes Wm. V. Sipple & Son - monument Administrative Costs: Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid Attorney Fees Weigle & Associates, P.C. Family Exemption Steven R. Tucker Claimant Elizabeth M. Fay Relationship Address of Claimant at decedent's death Street Address 4 Darrin Avenue Parents City Newhurg State PA Zip Code 17240 Probate ~es Register of Wills, Cumberland County Miscellaneous Expenses: Cumberland Law Journal - advertising Letters of Administration News Chronicle - advertising Letters of Administration Register of Wills, Cumberland County - filing PA Inheritance Tax Return Register of~Wills, Cumberland County - filing Family Settlement Agreement TOTAL (Also enter on line 9, Recapitulation) 21-03-0745 AMOUNT 966.00 605.00 767.50 3,000.00 3,500.00 283.00 75.00 109.25 15.00 50.00 $ 9,370.75 (If more space is needed, insert additional sheets of same size.) R~J-1513, EX + 497). COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Eric T. Tucker SCHEDULE J BENEFICIARIES FILE NUMBER 21-03-0745 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER II. NAMEANDADDRESSOFPERSON(S)RECEiVINGPROPERTY TAXABLEDISTRIBUTIONS(includeoutrightspousaldistributions) Steven R. Tucker 4 Darrin Avenue Newburg, PA 17240 Elizabeth M. Fay 4 Darrin Avenue Newburg, PA 17240 Father Mother ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINE~ 15 THROUGH 17, AS APPROPRIATE NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1/2 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) 1/2 , ON REV 1500 COVER SHEET ESTATE OF ERIC T. TUCKERiii~ /.:~:~ File No. 21-03-0745 FAMILY SETTLEMENT AGREEMENT THIS AGREEMENT made this "7 ~ day of ~ ,2004, BETWEEN: STEVEN R. TUCKER and ELIZABETH M. FAY, being the heirs-at-law of the estate Eric T. Tucker, late of Hopewell Township, Cumberland County, Pennsylvania, AND STEVEN R. TUCKER and ELIZABETH M. FAY, Co-Administrators of the Estate of Eric T. Tucker, deceased, WHEREAS, Eric T. Tucker died August 1, 2003, intestate; and WHEREAS, Letters of Administration were granted to Steven R. Tucker and Elizabeth M. Fay on September 10, 2003, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, all assets of the late Eric T. Tucker have been liquidated or distributed and all his debts paid in full, and further the period of four months having been terminated since the first advertisement of the issuance of Letters to the said Co- Administrators, the said parties hereto desire to waive the duties of the Co-Administrators to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 Division, AND FURTHER desire that a Family Settlement Agreement be executed, which Family Settlement Agreement will be duly recorded among the deed records in and for Cumberland County. NOW, THEREFORE, WITNESSETH, that the parties hereto, in consideration of the premises above stated, and of the Accounting and Proposed Schedule of Distribution attached hereto and made a part hereof, and the receipt of their distributive shares as therein shown, do mutually bind themselves to the said Distribution and Accounting as set forth and further mutually release Steven R. Tucker and Elizabeth M. Fay, Co- Administrators, from all claims and demands whatsoever arising out of settlement of the Estate of Eric T. Tucker. The parties hereto do further agree that should any liability come due to the estate of the said decedent after the signing of this agreement, they do hereby covenant and agree with the aforesaid personal representatives that they will contribute pro rata their shares of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representatives after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the day and year first above written. WITNESS: ~" - I~~ ~hza-l~e~h M. Fay / WEl~b~r,~r~n~lv~]~8~'d~ioi-~lii~i~l~s AT LAW -- 126 EAST KING STREET -- SHIPPENSI3URG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA : .ss On this, the ~ F~" day of ~//~0/,/~,~~7- , 2004, before me, the undersigned officer, personally appeared STEVEN R. TUCKER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. COMMONWEALTH OF PENNSYLVANIA I' Notarial Seal Victoda F. Ziegler. Notary Public City Of Allentown, Lehigh County My Commission Expires Jan. 26, 200~ Member, P~nnsvlvania As~r~ciation Of Notades COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : 22/'-" On this, the day of c,'--/..,,'t,~_A, , 2004, before me, the undersigned officer, personally appeared ELIZABETH M. FAY, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. ITNESS WHEREOF' I hereunt° set mY hand and °fficial seal' / 41 CO-ADMINISTRATORS' ACCOUNT FIRST AND FINAL ACCOUNT OF STEVEN R. TUCKER and ELIZABETH M. FAY, CO-ADMINISTRATORS FOR ESTATE OF ERIC T. TUCKER, DECEASED Date of Death: Date of Co-Administrators' Appointment: Dates of Advertisement of Letters: Cumberland Law Joumal News Chronicle Accounting for the Period: August 1, 2003 September 10, 2003 October 10, 17, 24, 2003 October 3, 10, 17, 2003 September 10, 2003, to April 3, 2004 Purpose of Account: Steven R. Tucker and Elizabeth M. Fay, Co-Administrators, offer this account to acquaint interested parties with the transactions that have occurred during their administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jerry A. Weigle, Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 717-532-7388 WEIGLE & ASSOCIATES, P,C. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 ~Y OF ACCOUNT Estate of Eric T. Tucker For Period 08/01/03 Through 4/3/04 Proposed Distribution to Beneficiaries Page 7 Fiduciary Acquisition Value $212,498.84 Principal Receipts Net Gain (or Loss) on Sales or Other Dispositions Other Receipts Less Disbursements: Administration Expenses (Prin) Fees and C~Ymissions (Prin) Funeral Expenses (prin Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Changes in Investment Holdings Incon~ Receipts Less Disbursements Balance before Distributions Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand 3 4 5 6 $ 935.46 3,000.00 2,338.50 $300,000.00 0.00 0.00 $3oo,0o0.oo 6,273.96 $293,726.04 83,315.31 $210,410.73 $ 2,088.11 0.00 $ 2,088.11 0.00 $ 2,088.11 $212,498.84 RECEIPTS OF PRINCIPAL Estate of Eric T. Tucker As of 4/3/04 Page 1 Assets Listed in Inventory (Valued as of date of death) Misc. Personal Property Nationwide Insurance - personal liability coverage limits paid under Homeowners policy of Patricia Fay received 08/29/03 Fiduciary Acquisition Value $300,000.00 $3OO,OOO.OO DISBURSSb~ENTS OF PRINCIPAL Estate of Eric T. Tucker For Period 08/01/03 Through 4/3/04 Page 2 Administration Expenses (Prin) 11/25/03 Register of Wills, Cumberland County - Letters of Administration and Short Certificates 11/25/03 Cumberland Law Journal - advertising Letters of Administration 11/25/03 News Chronicle - advertising Letters of Administration 12/18/03 Register of Wills, Cumberland County - filing PA Inheritance Tax Return 03/31/04 Orrstown Bank - federal income tax withheld 04/03/04 Weigle &Associates,P.C. - reserve for filing Family Settlement Agreement with Register of Wills, Ommberland County 04/03/04 Weigle &Associates, P.C. - reimbursement for billing paid to OrrstownBank for copies of estate account transactions Fees and Con~nissio~ (Prin) 11/25/03 Weigle &Associates, P.C. - attorney fee Funeral Expenses (Prin) 11/25/03 Anderson-McQueenFuneral Home 11/25/03 Short Funeral Home 11/25/03 W. V. Sipple &Son - monument TOTAL DISBURSS~TS OF PRINCIPAL $ 283.00 75.00 109.25 15.00 374.21 50.00 29.00 $ 966.00 605.00 767.50 $ 935.46 3,000.00 2,338.50 $ 6,273.96 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Estate of Eric T. Tucker For Period 08/01/03 Through 4/3/04 Page 3 To: StevenR. Tucker Cash 03/19/04 Cash $ 50,907.65 To: Elizabeth M. Fay Cash 03/19/04 Cash TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES 32,407.66 $ 83,315.31 PRINCIPAL BALANCE ON HAND Estate of Eric T. Tucker As of 4/3/04 Page 4 Checking Accounts Estate Funds Less: Incon~e balance on hand PRINCIPAL BALANCE ON HAND Current Value $212,498.84 $212,498.84 2,088.11 $210,410.73 Carrying Value $212,498.84 $212,498.84 2,088.11 $210,410.73 INFORMATION SCHEDL~,W.q Estate of Eric T. Tucker For Period 08/01/03 Through 4/3/04 Changes in Investment Holdings Nationwide Insurance 08/29/03 Nationwide Insurance payment $ 300,000.00 -300,000.00 Page 5 $ 0.00 RECEIPTS OF INCOME Estate of Eric T. Tucker For Period 08/01/03 Through 4/3/04 Interest Estate Funds 03/31/04 interest through 03/31/04 Total Interest TOTAL RECEIPTS OF INCOME $ 2,088.11 Page 6 2,088.11 2,088.11 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Estate of Eric T. Tucker For Period 08/01/03 Through 4/3/04 Page 7 To: StevenR. Tucker Cash Cash To: Total Elizabeth M. Fay Cash Cash Total TOTAL PROPOSED DISTRIBUTIONS TO BENEFICIARIES $ 47,498.84 $ 47,498.84 165,000.00 $165,000.00 $212,498.84 STEVEN R. TUCKER and ELIZABETH M. FAY, Co-Administrators of the Estate of Eric T. Tucker, deceased, hereby declare under oath (penalties of perjury) that they have fully and faithfully discharged the duties of their office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. St~ )~'fi'~[c3~', C o-17[dminis~ra~[ Subscribed and sworn to by STEVEN R. TUCKER before me this ;7wt day of ~../~,zq_ .4.~ ~J ,2004. COMMONWEALTH OF PENNSYLVANIA Notadal Seal Victoda F. Ziegler, Notary Public City Of Allentown, Lehigh County My Commission Expires Jan. 26, 200~ Member. Pem;svlva~ia Asso¢ii:;~ion Of Notaries Elizfifeth- M.~Fay, Co-Administrato~ Subscribed and sworn to by ELIZABETH FAN before me thi~/j~ay of r24.._z ,200 .r / Shippensburg, PA Cumberland County My Commission Expires October 7, 2006 WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT /AW -- 126 EAST KING STREET -- SHIPP~'NSBURG, PA 17'257-1397 BUREAU OF INDIVIDUAL TAXES TNHERZTAHCE TAX DTVTSION DEPT. Z80601 HARRISBURG, PA 17128-060! CONHONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTXCE OF INHERITANCE TAX APPRAISENENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCT/ONS AND ASSESSNENT OF TAX REV-/Sq7 EX AFP COl-OS) JERRY A NEIGLE ESQ NEIGLE & ASSOCS 1Z6 E KING ST SHIPPENSBURG CUT ALONG THIS LINE i~ ~:~ ~. ,g:~ ~'~t DATE 0Z-09-200~ i~,~.,~! ~i ~Viii$ ESTATE OF TUCKER DATE OF DEATH 08-01-2005 FILE NUNBER 21 05-07q5 '04 FEB 13 P3:28COUNTY CUHBERLAND ACH 101 PA l["X§l~bedand Co,, PA Aaount Reaitted ERIC HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 RETAIN LONER PORTION FOR YOUR RECORDS ~ DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF TUCKER ERIC T FZLE NO. 21 05-07~5 ACN 101 DATE OZ-Og-200R TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVAT:[ON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1. Real Estate (Schedule A) 2. $. 5. 6. 7. 8. ORIGINAL RETURN (1) Stocks and Bonds (Schedule B) (2) Closely Held Stock/Partnership Interest (Schedule C) ($) Nortgagas/Notes Receivable (Schedule D) (~) Cash/Bank Daposits/Hlsc. Personal Property (Schedule E) ($) Jointly Owned Property (Schedule F) (6) Transfers (Schedule G) (7) Total Assets APPROVED DEDUCTTONS AND EXENPTTONS: 9. Funeral Expenses/Ada. Costs/Nisc. Expanses (Schedule H) 10. Debts/Nortgaga Liabilities/Liens (Schedule l) 11. Total Deduct ions 12. Nat Value of Tax Return 15. 1~. (9) (10) Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Nat Value of Estate Subject to Tax 150~000.00 .00 .00 NOTE: To insure proper .00 credit to your account, .00 submit the upper portion .00 of this form ~ith your tax payaent. .00 (8) 9,$70.75 .00 NOTE: 150,000.00 (11) 9. ~371]. 7~ (12) lq0,629.25 (15) . O0 (1~) 1~0,6Zg.Z5 Zf an assessment was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. tlS) lq0,629.25 X O0 : .00 (16) .00 x 0~5= .00 (17) .00 x 12 : .00 (18) .00 x 15 = .00 (19)= .00 ASSESSNENT OF TAX: 15. Aaount of Line 1~ at Spousal rate 16. Amount of L/ha lq taxable at Lineal/Class A rate 17. Aaount of L/ne 1~ at Slbling rate 18. Aaount of Lina 1~ taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDZTS: PAYHENT RECEIPT DISCOUNT DATE NUNBER INTEREST/PEN PAID (-) ZF PAXD AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL /NTEREST. ANOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUEI ZNTEREST AND PEN. TOTAL DUE .oo .00 .00 .00 ( IF TOTAL DUE ZS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CA): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decadents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves tho right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such futura interest. To fulfill the requirements af Section ZlqO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TZ P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLSj AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office of the Register of Hills, any of tho Z$ Revenue District Offices, or by calling the special Iq-hour answering service for forms ordering: 1-BO0-36Z-Z050) services for taxpayers aith special hearing and / or speaking needs: 1-800-4~7-30Z0 (TT only). Any party in interest not satisfied with the appraisement, alloaance, 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. ZBiOZ1, Harrisburg, PA 171Z8-1Ogl, 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 ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviaa Unitj Dept. Z80601, Harrisburgj PA 171Z8-0601 Phone [7173 787-6505. See page 5 of the booklet "Instructions far Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid aithin three (3) calendar months after the decadent's death, a five percent (57.) discount of the tax paid is allowed. Tho 157. 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 amnesty period. This non-participation penalty is appealable in the saaa manner and in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. Tnterast is charged beginning with first day of delinquency, ar nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (67.) percent par annum calculated at a daily rate of .00016~. All taxes ahich became delinquent on and after January 1, 198Z ail1 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 198Z through ZOOS are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20Z . 000548 1987 97. . o00gq7 1999 77. . 000192 1983 167. .000q38 1988-1991 117. .000501 ZOO0 8X .O00Z19 198q 117. . 000301 199Z 97. . OOOZq7 ZOO1 97. . O00Z47 1985 137. . 000356 1993-199~ 77. . O0019Z ZOO2 67. · 00016~ 1986 107. .000274 1995-1998 97. . 000Z47 ZOO3 57. .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after tho tax becomes delinquent will 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 bm calculated. REGISTER OF WILLS, CUMBERI2%ND COUNTY STATUS REPORT UNDER RULE 6.12 '0~ APR29 Name of Decedent: Eric T. Tucker Date o[~t~D~a th: 108/01/03 Will No. Admin. No. 21-03-0745 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: 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,~e Cerk 'of the Orphans' Court and may be attached to this ~e~ . Jerry A. Wei§le, Esquire ~t Name (Please type or prJ ) WEIGLE .& ASSOCIATES,. P .C. 12'6' East King Street Address Shippensburg, PA 17257 { 717 ) 532-7388 Tel. No. Capacity: __Personal Representative (MAH:rmf/AMJ) X Counsel for personal representative REGISTER OF WILLS. CUMBERLAND COUNTY STATUS REPORT U1\1DER RULE 6.12 Name of Decedent: Eric T. Tucker Date of Death: August 1, 2003 ~\e- WrltNo.: 21-03-0745 ./l..8111111. l~o.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ill No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lithe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No IKI 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 ill No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. Date: July 14, 2005 ~ C?c. ll)~ Signature . . - r' -1 :::::> ""J tr:> <7':> C=> (-..J f-- c:: . ::) LLC) oC.)c :;~ (J)~. 8J ::2;; > .....J <1:.. ( ua:L o:S7c, o~ U Jerry A. Weigle, Esquire Name WEIGLE & ASSOCIATES, P.C. 126 East King Street Shippensburg, PA 17257 Address N .s '2 loLl c.) ~'l'" ~- Ll", I C~) C:1 . LLJ C-j CL c) b-:.~ CL: "'" ::c co 717-532-7388 Telephone No. Capacity: n Personal Renresentative lR1 Counsel for .personal representative ~ Cumberland County - Register Of Wills One courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/13/2005 FAY ELIZABETH M 4 DARRIN AVE NEWBURG, PA 17240 RE: Estate of TUCKER ERIC T File Number: 2003-00745 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 I, 1992, the personal representative or his counsel, within two . (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/01/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~JI~~t&-~ GLENDA FARNER~;~~; REGISTER OF WILLS cc: File Counsel Judge ~