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HomeMy WebLinkAbout02-0571PETITION FOR PROBATE and (;rRANT OF LETTERS Estate of James C. McCombs also known as .---- To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. __208-24-4986 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/ 18 years of age or older an the execut°r named in the last will of the above decedent, dated July 9 , 19 99 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Carlisle Cumberland County, Pennsylvania, with h is last family or principal residence at 13 Patricia Drive, East Pennsboro Townshiv. Enola. PA 17025 (list street, number and muncipality) ~~ry~~ Decendent, then 68 years of age, died Miry 3 ~ ~ x~cj 2002. at Manor Care, 940 Ldalnut Bottom Road, Carlisle, PA 17013 , Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the wili offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated. values as follows: (If domiciled in Pa.) All personal property $ ~5, 000. (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: 13 Patricia Drive, Enola, PA WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.h.n.c.t.a.) theron. v ~~ ay James C. McCombs Jr. ~.0 80 FJaQner Drive y0. Carlisle, PA 17013 ~~ ~~ R C 00 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF Cumberland The petitioner(s) above-named swear() or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and b of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will w 1 and truly administer the estate cor i g to law. Sworn to or affirmed and subscribed ~ before me this t &'~= day of mes __c om s, r. ~• Jcc.a-` .~2oa s A etip Register /%-%~~ No. 21-02-571 Estate of James C. McCombs Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 19 ~ 2002 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated July 9, 1999 described therein be admitted to probate and filed of record as the last will of James C. McCombs and Letters of Testamentary ' are hereby granted to James C. N'cCombs, Jr. FEES Probate, Letters, Etc.......... $ 235.00 Shores Cers ificates( ) .......... $~~ ~etiunctatton ................ $ JCP $ 5.00 TOTAL $ 267.00 Filed ...JUNE„19,.2002 ................ egister of Wills Joseph Dom~. Buckley, Esquire ~f~38444 1237 Holly PiKesup. Ct, I.D. No.) Carlisle. PA 17013 ADDRESS __ (717 249-2448 PHONE t ~' ' 6~ ~.1 Chis is to certify that the information here given is correctly copied from an 'original certificate of death duly filed with me as local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 8208263 No. Local Registrar JUN 0 4 2002 Date ~s3 Rav. 2/E7 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH STATE FKE NUMBER NAME OF DECEDENT If asr. Mlada. Laal James C. McCombs, Sr, SEX CURITY NU 8 R ATE OF Mcdn male ~~~ _ ~4 _ 4986 ~fayD3~~, ~~ T AGE (Laa Bvtlvlayl UNDER 1 YEAR UNDER t DAY GATE Of &RTN BITtTHPIACF iC+y ara PLACE OF OEATN IChecY. cawr nne -- ;so n+vru:lur» nn Wnei v+ri -- Llordllo ) Days HoWa = MNuM :Mdcn. DaY. 'hurl 3WOa FCrogn CgawY1PA HOSVITAL: ~ OTHER: 6 8 Yr. c t .1 0 ,19 3 West Fa i rv i Wialyd ^ ERIOWpatrM G DDA C „~ ~ R•Wanu ^°a nl ^ _ L 7. N. COUNTY OF OEQH CrtY, Bi0F10. TWP OF DEATH FACILRV NAME (fl riW rtarlWion. 9n'e meal ana raenbwr DECEDENT OF HISPANIC ORIG1Nt RACE ~ Amwcarl M10ion, Stack, wnao. ac. apac/y (Abn Ys ^ M Yt•1 ISP•N4) Cumberland S.Middleton ManorCare Health & Rehab Ctr, , . Maaran.PuorbRlcan,«~ white M k. w. .. Ib. DECEDENT'S USUAL OCCUPRION KWDOF BUSINESSIINDUSTRV NMS DECEDENT EVER MI DECEDENT'S EDUCATION MARITAL STATUS-Marts SURVIVWG SPOUSE (Gnl kadd wpk OOrr Ournp mpl d aa M nq ofra0 a ) U.S.ARMEDFQRCESt Ern c ~ Novor Manr0, Wi0ow4 DNOrcaOlSPecMI In wia.gM mwdonrWrl•I wp q use r a; o . nachinist ~rcraft marine prod Yss^ No ~ 8 (Dln (jea5~1 widowed . f,~ 17 ,~ T ,a DECEDENT'S afAILING ADDRESS IStrea. Cey7wwn, Slass. 2'q Coeel DECEDENT'S ~ennS lvania ~ u 1 eon Yao a.caaarww.a., Iw s, Y oia Iu ACT AL r 13 Patricia Dr , . , v a. U I ~~~ ~•a•^I , PA 17025 IIiola va;bacuons avo n a CU[nberland wwrwwt onearersldal mn ^ , ,. „a w aa d ~nreo~ 1>e. F/QNER'S NAME (FSa, Mraar. Last) MOTHER'S NAME (Fra. M~dd18. Martlen $W rwns) Charles McCombs Sarah Fay Cleland tE Ig wFDRMANr•sNAMEaw"~~n James C. McCombs,Jr• '"'"''b'as er'~~°ar~s'~Ie ~.~otl1)7013 gn , , METHOD OF OISPOSIT GATE OF DISPOSI7M7N PLACE OF OISPOSAMJl1- Nano d Comaory, Cromabry LOCRION ~ Ciy/town. SMb. Zp CoM o .~ Or.mMIaA^ RarnwlYamSl"'^ ^ ""~J'nne 4,2002 Ming Green Cem. rAllen 4fiap.,PA17011 to 71b. 71e. 710. FUNEML RVICE LICE E RSON T AS SUCN ICENSE NUMBER NAME ANO ADORESSOF FACILITY 013163-L FH &05,324 Hmres Ate.,Ialv~ne,AA17043 eons 27aearay corlilyirq Te tM wa d my kAOwrdgo, aaatn oetunaa M tw Imr. G1o ana Paco aatea. LICENSE NUMBER DQE SM.NEO pltyaiclan r nd avaMaWa a Ivna d dwn r e aro Taal pAmn. DaY• Yearl earW TJIIM d awn. ]LI. 77b. 7lc. Mohr 2a-70 rwt w corrplNOa M WE OF DEATH DATE PRONOUNCED DEAD (Mavn, Day Yeal VMS CASE REFER psvtm wlb prollardw awn' D RED i0 MEDICAL E%AMINEWCORONER7 bo ^ No~ N. 1 • M. 75. tE. 77. PAITT 1: Erwr Ina Oisoasaa. iryurias a complicatnrr which causal ms Watn. Do nq odor tM maM of aylrp, such as carorc a nspvatory aroa, sfwck m neon IaA+lo. Appoamlata PART N: Otwr srgndlcan conaaiorr coNnM Wing b aoaM. bw lM onq ono cauoo on oadr ~ ~ sMOrva wtwon anw am awn nd rosuMirq n Mr unOOrrTVlp carro 9n'•n in PART I. 1 IMYEINATE CAUSE (Fvuv araaror contlscn 1W,. rwirlgaaoalll--- a . OUE TQ(OR AS CONSEQUENCE QFl: i b i arryL Irdirq r mnaJaM DUE TOfOf1 AS A CONSEQUENCE OF): I crraa. Enw UMDEALYtNO CMIiE IDrWYOl rtyll I C 1 y tnr eraw.,.raa . aIE To(oR AS A coNSEOUENCE oFl: I rosuMvp r a•anl l/1>IT • a. YIYLS AN AUTOPSY WERE AUTOPSY FMYONaCS MANNER OF DEATH DATE OF INJURY TIME Of INJURY INJURY AT LWHKi DESCRIBE h10W INJURY URREO. PERFORMEDi AVAEABLE PRIOR TO IMmn. Oav. Yaarl i IONOF CAU5E Naura ~. H mKido ^ DErv o VM ^ a~ MCWd ^ Pondaq ~5aion ^ M 70e YM ^ ND YMv- Voa ^ No ^ SWaas ^ Coub m1 w aNOrmuraa ^ . . p1.AC£ OF INJURY ~ AI nomo, lam, area. rdory, otRca . L ATM7N (Str CNTTO.*1 I bua6rp, MC. ISpecavl % 7M- 7M. 7!. 74. CEIEy1F1ERtCt•#odY msl - SIGNATURE AND LE RTIFIER 'CEATIFYWG PNYSICUIN (Pnyscan cerlsyvq caaso tl cream wean ak,lner onvvcan has ponaurcea seam aro compieled Item 231 ^ To EN bpt o1 my krawYego, death oeeWlad aw b Mr cwae(ol arM manMr p sblaa .................... ................................. 7/b. y~ ='~ ' LICENSE NUMBER E NED IMaM, Ywl n -~ ~ MgNOUNCING AND CERTIFYING PNYSICW11Pnyscan noln Jr~nprncag cream an0 cendwrW to caasedaaanl ~ „ To tlM boa W my knowladpe, daalh oCeurrW at dr Ilma, aaU, and Placa, ana tlw to IM cauM(a) ana manner as Nataa .......................... I ~ C -~, L,~Ne OOO~ 710. t 71 d. _ NAME AND ADDRESS ERSONW EDCAUSE Of DEATH E iltem 27) Typo a Pnd p4 $ . „+M . !~ yTJ •1EEDtCA1 EIAMINER7CORONER • 35~ ~'~'f s~'n tX On Iba Ouis of paminatbn and/or investigation, in my oPiNOn, doalh occurred al tM Ilma, data, and Place, and due to the cause(s) ana - a\aMN N slitod ....................... U ]to. 77. REGISTRAR'S SIGNATURE ANO NUMBER `+ fv~V' ~I / ~ / / I ~I • 1 (•_L_~ DATE FILED IMOnm. Dav vaarl N G~9C~0 Z LAST WILL AND TESTAMENT OF JAMES C. McCOMBS I, James C. McCombs, domiciled and resident at 13 Patricia Drive, Enola, Township of East Pennsboro, County of Cumberland, Commonwealth of Pennsylvania, declare that this document is my Will and revoke all my previous Wills and Codicils. I. IDENTIFICATIONS AND DEFIl~iITIONS I am married to Florence L. McCombs ("my wife"). I have one child, James C. McCombs, Jr., and adult living in Carlisle, PA 17013, he is referred to in the Will as "my child". II. PAYMENT OF EXPENSES, DEBTS, AND TAXES I direct my Executor to pay medical, funeral, and administrative expenses and all taxes payable by reason of my death, before any division of my estate. My Executor shall not attempt to have any part of such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds on insurance on my life up to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and distributions from pension and profit sharing plans exempt from federal estate tax, all of which are payable to my Trustee or any beneficiary (other than my estate), shall not be used to pay debts, taxes, expenses of administration or other charges against my estates. III. SPOUSE SURVIVING If my wife survives me, I devise, bequeath, and appoint to her all property which I own, or over which I have a testamentary power of appointment. IV. SPOUSE FAILING TO SURVIVE If my wife does not survive me, I dispose of my property as follows: ~lgible Personal Property: I give my tangible personal property to my son, James C. McCombs, Jr. Should my son not survive me I give my tangible property in equal shares to my three grandchildren: James C. McCombs III, Jason McCombs and Katherine McCombs. Residue: I give all other property which I own or over which I have a testamentary power of appointment, to and for the benefit of my issue who survive me, as follows: To each who has attained the age of twenty five (25) years, the share which he would take if all such property then were being distributed to my issue who survive me, per stirpes. To my Trustee hereinafter named, the balance of such property, to be held, administered and distributed as provided in the article of this Will entitled TRUST FOR ISSUE. V. TRUST FOR ISSUE This trust is established for the benefit of my issue from time to time living who have not attained the age of twenty-five (25) years and who do not have a parent who received either a part of the residue at my death under Article IV or a portion of the corpus of this trust subsequently at age twenty-five (25) years. Income: The net income shall be accumulated and thereafter treated as corpus. Coo -pus: From the corpus of the trust, the Trustee shall pay from time to time or for the benefit of such one or more beneficiaries such variable amounts (even to the exhaustion of the trust) as are appropriate, in the discretion of the Trustee, for support and care where the beneficiary is not self-supporting through no fault of his own, for education (defined as four years of college, or equivalent preparation in business, technical or trade training) if the beneficiary strives therefor in good faith, and for extraordinary requirements occasioned by illness or other misfortune. Amounts of corpus so distributed shall not be taken into account in making division of the trust when a beneficiary attains the age for distribution to him provided in the next four paragraphs. It is my expectation and intention that if guardians of the person are appointed for a minor child, the Trustee will exercise the foregoing power in order to supply funds to the guardians adequate to maintain and support the minor child and to protect the guardians, to the extent possible, from suffering any significant financial burden by reason of their appointment. When each beneficiary attains the age of twenty-five (25) years, the Trustee shall pay to him the share to which he would be entitled if the then existing trust fund were distributed to my issue then Page 2 living, per stirpes, on the hypothesis that my only issue then living are such beneficiary and all younger beneficiaries of this Trust. This trust shall terminate when the youngest beneficiary attains the age of twenty-five (25) years. If this last beneficiary dies before attaining that age, then upon his death Trustee shall distribute the fund to my issue, then living, per stirpes. If, at the end of my accounting period, the current market value of the corpus of the trust does not exceed Five thousand ($5,000.00) dollars, the corpus shall forthwith be paid to the beneficiaries of the trust then living, per stirpes (my children to be the stocks); provided that if a distributee is a minor under the Revised Uniform Gifts to Minors Act as that Act exists at the execution of this Will and, for the purpose, that Act is incorporated by reference. If this trust is still in existence on the date that is twenty-one (21) years after the death of the last to die of my issue living at my death, Trustee shall divide the fund, per stirpes, among the then beneficiaries of the trust (my children to be the stocks). The share of each beneficiary shall be paid to him, provided the Trustee shall hold, administer the share of any distributee who then is a minor as Custodian in accordance with the provision in the last preceding paragraph. VI. FIDUCIARIES Executor: I nominate and appoint my son, James C. McCombs, Jr. as Executor of this Will to serve without bond. Should he not survive me I appoint my grandsons James C. McCombs III and Jason McCombs as Co-Executors to serve without bond. Trustee: I nominate Orrstown Bank as Trustee. My Trustee shall not be required to file an inventory or accountings with the Clerk or the Court having jurisdiction over this Will. I direct that it receive as compensation for its services as Trustee such amounts as it customarily charges for similar services at the time those services are performed. Powers: I give my fiduciaries, including successor fiduciaries, all the powers contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the time of the execution of this Will, and those powers are incorporated by reference. Page 3 VII. MISCELLANEOUS Survival Defined: No person shall be deemed to have survived me or to be living at my death if he/she shall die within thirty (30) days after my death. Issue Defined: The term issue means all my lineal descendants, immediate and remote, living on the date the persons who comprise that class must be ascertained. When distribution is to issue, per stirpes, distribution shall be by right of representation, my children to be the stocks. Adoption: Where a person has been adopted prior to attaining the age of eighteen (18) years, such person shall be treated for all purposes of this Will as the natural child of the adopting parents. N~o mplied Contract: This Will is being executed on the same date as is the Will of my wife; but in no event shall our Wills be considered joint or mutual, it being our express intention that the survivor shall in no way be restricted in the use, management, enjoyment, or disposition of her separate estate or property received under the other's Will. Ultimate Takers: If, at any time, there is no one to take under the terms of this Will or Trust described in Article V, my fiduciary shall pay over half the fund to those persons who would take my estate if I had then died intestate, unmarried, domiciled in Pennsylvania, under the laws of Pennsylvania then in effect, the shares and proportions to be determined by said laws, and the balance to those persons who would take my wife's/husband's estate if she/he had then died intestate, unmarried, domiciled in Pennsylvania under the laws of Pennsylvania then in effect, the shares and proportions to be determined by said law. In testimony of which I now sign this Will, in the presence of witnesses whose names will appear below, and request that they witness my signature and attest to the execution of this Will, this 9th day of July, 1999 at ~~~37~Holly Pike, Carlisle, Cumberland County, Pennsylvania. .~j ~-~ -~ ~` JAMES C, McCOMBS Page 4 JAMES C. McCOMBS, in our presence, signed this instrument. Before he signed it, he declared to us that it was his Will and requested that we act as witnesses to its execution. We believe him to be of sound mind, possessing testamentary capacity, and not subject to undue influence, fraud, or coercion. We now, in his presence, and in the presence of each other, sign below as witnesses, all on this 9th day of July, 1999, at 1237 Holly ike, Carlisle, Cumberland County, Pennsylvania. ~ ,, - residing at 1237 Holly Pike, Carlisle, PA 17013. i~ ~~~L~C1'g~residing at 201 Hoy Road, Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss We, James C. McCombs, the Testator, and Joseph D. Buckley and Elizabeth A. Stoneberger, 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 Testator, sign and execute the instrument as his Last Will: that he signed willingly and for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by James C. McCombs, Testator, and Joseph D. Buckley and Elizabeth A. Stoneberger, witnesses, this 9th day of July, 1999. ~~C~~,~ ~ ~ 1 Notary P b is Notarial Seal Karen Kay Buckley, Notary Public South Middleton Twp., Cumberland County page 5 My Commission Expires June 23, 2001 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: BUCKLEY JOSEPH D ESQUIRE 1237 HOLLY PIKE CARLISLE, PA 17013 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162EX(11-96) NO. CD 002259 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: ssN: 208-24-4sss FILE NUMBER: 2102-0571 DECEDENT NAME: MCCOMBS JAMES C DATE OF PAYMENT: 03/07/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/31 /2002 101 ~ 53,780.00 TOTAL AMOUNT PAID: REMARKS: JOSEPH D BUCKLEY ESQUIRE CHECK# 3701 SEAL INITIALS: AC RECEIVED BY: DONNA M. OTTO 53,780.00 DEPUTY REGISTER OF WILLS REGISTER OF WILLS STATUS REPORT UNDER RULE 6.12 Name of Decedent: -James C. McCombs Date of Death: May 31, 2002 Will No.: 2002-00571 Admin. No.: Gak 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 L] No ~] 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: November, 2004 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 II b. The sepazate 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 II No L] - c. Copies of receipts, releases, joinders d approval of formal or informal accounts maybe filed with Clerk of the.,Qiphaus' Court and maybe attached to tepoz~ /~ ,~~ /J Date: S'~3-d~ ~` - ij ~ ~ ~~~.~ }%~l. Joseph D. Buckley. Esquire Name 1237 Holly Pike Carlisle, PA 17013 Address (717) 249-2448 Telephone No. -.Capacity: n Personal Representative Counsel for personal representative ~w v REV~1,$00 Fx f6-CA) COMMONWEALTH OF R l PENNSYLVANIA '~` ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 2 1 0 2 0 0 5 7 1 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT _ COUNTYCODE YEAR NUMBER - - - - - - - - - DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z P4cCombs Jartes C. 208 24 496 W ~ W DATE OF DEATH (MM-DD-YEAR) 05/31/2002 DATE OF BIRTH (MM-DD-YEAR) 10/10/1933 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE U REGISTER OF WILLS W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) _ SOCIAL SECURITY NUMBER ~ n/a ~ ~ 1. Original Retum ~ 2. Supplemental Return ~ 3. Remainder Retum tame ordeam prro~ ro ~z-is-y1i w a ~ ~ 4. Limited Estate ~ 4a. Future Interest Compromise tdate ordeam aner iz-is-ezi ~ 5. Federal Estate Tax Return Required ~ a m ~ 6. Decedent Died Testate iAnach copy or wiq ~ 7. Decedent Maintained a Living Trust (Anacn copy or 7rusp _ 8. Total Number of Safe Deposit Boxes a a ~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit tdate of deatnbetween iz-si-si and i-i-ss} ~ 11. Election to tax under Sec. 9113(A) iAUacn sch of ~ THIS SECTION MIDST BE COMPLETED: ALL CORRESPQNDENCE AND CONFIDENTIAL TAX INFORMATION SWOULD BE DIRECTED TO:" z w o NAME Joseph, D, Buckle E s uire COMPLETE MAILING ADDRESS ~ FIRM NAME Otgpp~icab~e) 1237 liOlly Pike Law Off' Carlisle PA 17013 p TELEPHONE NUMBER , ~ (717) 249-2448 ~ ;~~ .-, Z O Q J ft'- a Q V W Z Q H a V 11. Total Deductions (total Lines 9 & 10) (11) 42 , 465 , 00 12. Net Value of Estate (Line 8 minus Line 11) (12) 83, 937.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 1. Real Estate (Schedule A) (1) 120, 000.00 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (, 402 , 00 (Schedule E) 6. Jointly Owned Property (Schedule F) (6) Separate Billing Requested 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (8) 13,943.00 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 28 , 522.00 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 83 , 93 7 , 00 x ,p 45 (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) > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND REt . ,_4 '.J 126,402,00 3,777.00 .HEiCK MATH < < Decedent's Complete Address: STREET ADDRESS 13 Patricia Drive CITY Enola STATE PA ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 3, 778.00 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + g + C) (2) 3 , 780.00 3. InterestlPenalty if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) -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) 2.00 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 fo: 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 "intrust 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 pr rer other than the personal representative is based on all infor ion of which preparer has any knowledge. SIGNAT E PERSO RESPONSIBL FILING ETU ATE ADDR SS James C. McCombs, Jr. 80 W er Drive Carlis e PA 17013 _ __ SIGN OF P ER OTHER EPR ENT TIVE DAT ~~ ADDRESS Jos ph D. B kley, Esquire 1237 Holly ike Carlisle PA 17013 _. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% (72 P.S. §9116 (a) (1.1) (i)j. 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 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)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)j. 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)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (12-BS) r SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE 7AX RETURN RESIDENT DECEDENT James C. McCombs Z1-02-00571 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule Fj All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled . S ,ANDARD AGREEMENT FOR THE SALE OF REAL ESTATE A/S-2K This form~~p~ommended and approved for, but not restricted~to-use tiy, the members of the Pennsylvania Associuion of REALTORS® (PAR). - SELIE~}'S BROKER (Cumpauy) /,'t~,q iBROKER PHONE ~(~'~ ~.~~ ~. FAX BROKER IS THE AGENT FOR SELLER. Designated Agent(s) for Seller, if applicable: OR Broker is NOT the Agent for Seller and is elan: [~ AGENT FOR BUYER ^ TRANSACTION LICENSEE BROKER (Company) ,F~~'~U~SS I~FLAT 'SIi~'~~TH P rA ]~ICIENSEDPHONIE R ADDRESS ~~ ~7~~. ~, FAX BROKER IS THIEr AGENT FOR BUYER. Designated Agent(s) for Buyer, if applicable: OK ~ _ .. Broker is NOT the Agent for Buyer and is elan: ^ AGENT FOR SELLER ^ SU>;AGENT FO.g $EI,Ll;B Q TRANSACTION fICENSEE . When We same Broker is Agent for Seller and Agent for Buyer, Broker is a Dual Agent. All of Broker's licensees are also Dual Agents UNLESS there are separate Designated Agents for Buyer and Seller. Tf We same Licensee is designated for Seller and Buyer, the Licensee is a Dual Agent. I. ~hi8 ~greement, dated ~~ ~,~ ~- ,;s between t 2 SELLER(S): - - ~ ~--- 2 3 3 a ,called "Seller;' and a 5 BUYER(S): 5 6 6 7 s ~ ,called "Buyer." 7 8 2. PROPERTY (1-88) Seller hereby agrees to sell and convey to Buyer, who hereby agrees to purchase: ~ e 9 ALL THAT CERT t or piece of gro d wiW buildia d imp vements tt-ereon erected, if any, known as: - 9 t0 10 tt in We o[ -~'-'~-' tt t2 County of ~,,(~._ in the Commonw th of Pennsylvania, Zip Code ~ 7t~ ~._ t2 t3 Identi5cation (e.g., Tax ID #; Parcel#; Lot, Block; Deed Book, Page, Recording Date) t3 to to t5 3. TERMS (1-02) t5 t6 (A) Purchase ce ~ '" t6 t7 US. Dollars t7 to which will be paid to Seller by Buyer follows: t8 t9 1. Cash or check at siguing this Agreement: $ ~ /`p. """"" t9 20 2. Cash or check within days of We execution of this Agreement: $ 20 27 3. $ 2t 22 4. Cash, cashier's or certified check at time of settlement: $ ~ l ~ ~T~~, ""' 22 23 TOTAL $ f ;~D~, 23 24 _ ~B) Deposits paid on account of purchase price to be held by Broker for Seller, unless otherwise stated here: 24 25 -,r'4 25 . 26 - . -.:' (C) Seller's written approval to be op or bef re: 26 -' 27 (D) Settlement to be on , or before if Buyer and Seller agree. 27 28 (E) Conveyance fmm Seller will be y f simple of special warranty unless o erwise stated here: 28 29 29 30 : (Fj Payment of transfer taxes will be divided equally between Buyer and Seller unless otherwise stated here: 30 31 31 32 (G) At time of settlement. the following-will be adjusted pro-rata on a daily basis between Buyer and Seller, reimbursing where applicable: taxes 32 33 (see Information Regarding Tax Proration); rents; interest on mortgage assumptions; condominium fees and homeowner asstxiation fees, if 33 3a any; water and/or sewer fees, if any, together with any other lienable municipal service. The charges aFe to be pro-rated for the period(s) 3a 35 covered: Seller will pay up to and including the date of settlement; Buyer will pay for all days following settlement, unless otherwise stated 35 36 here: 36 37 37 38 4. FIXTURES & PERSONAL PROPERTY (1-00) 38 39 (A) INCLUDED in thin sale and purchase price are all existing items permanently installed in the Property, free of liegs, including plumbing; 39 ao heating; lighting fixtures (including chandeliers and ceiling fans); water treatment systems; pool and spa equipmegt garage door openers 40 at apd transm4tters; television antennas; shrubbery, plaatings and unpotted trees; any remaining heating and cooking fuels stared on the at a2 Property at the time of settlement wall to wall carpeting; window covering hardware, shades and blinds; uilt-in air conditioners; built-in 42 a3 appliances; the. tangelo unless othe ise stn .Also ' eluded: a3 ~ ~ 45 (B) LEA items (pot ow ed by eller): 45 48 ~ 47 (C) EXCLUDED fixtures and items: 47 i r 48 ao 5. DATES/TII1TE LS OF THE ESSENCE (1-02) . 49 So (A) The said date for settlement and all other dates and times referred to for the performance of any of the obligations of this Agreement arc 50 51 agreed to be of the essence of this Agreement and are binding. 5t 52 (B) For the purposes of this Agreement, pumber of days will be counted from the date of execution, by excluding the day this Agreement was 5z 53 executed and including the last day of the dme period. 53 5a (C) The date of settletneat is not extended by any other provision of this Agreement and may only be extended by mutual written agteelneut of 54 55 the parties. 55 56 (D) Certain tithe periods are pre-printed in this Agreement as a canvetuence to the Buyer and Seller. Any pre-printed time periods are negotiable 56 57 and may be changed by striking out the pre-printed text and inserting a different time period acceptable to all parties. ~ 7 58 ( (~ ~'~Y • , \ ~ ~ ~• •~1~ l~ 59 Buyer Initials: . ~ • A/S-2K Page 1 of 8 Seller Initials: 59 / Pspnsyyl1YApli AZ}fOCiitlpp ttlf COPYRIGHT PENNSYLVANIA ASSOCUTION OF ]REAI.TOtiSm 2002 ® REALTbRS'a o o2 ~ v acuror~ nrwwrw.raur~rru~,w.r EXECUTORS DEED Made the q~ day of '`~'~J in the year two thousand and two (2002), Between JAMES C. McCOMBS, Jr., the Executor under the Last Will and Testament of JAMES C. McCOMBS, Late of East Pennsboro Township, Cumberland County, Commonwealth of Pennsylvania, hereinafter called "Grantor" And DON PHOUMARITH ONELANGSY and AARON SAVATH ONELANGSY, both single men, of Cumberland County, Pennsylvania, hereinafter called "Grantees" WHEREAS, James C. McCombs, died testate as to his whole estate, a resident of East Pennsboro Township, County of Cumberland, Pennsylvania on May 31, 2002, leaving a Last Will and Testament dated July 9, 1999, which was duly probated by the Register of Wills of Cumberland County, Pennsylvania on June 19, 2002, and remains of record in said Office ofRegister of Wills in Estate File No. 2002-00571 (Pa. No. 21-02-0571); AND, James C. McCombs, Jr. qualifies and is now acting as such fiduciary, and Letters remain in full force and unrevoked, AND, the Testator, at the time of his death, was seized in his demesne in fee simple title to a portion of the hereinafter described real estate which was not specifically devised, and which the Executor under the said Last Will have the authority to convey the subject real estate at private sale to Don P. Onelangsy and Aaron S. Onelangsy, AND, the executor desires to convey fee simple title and that the proceeds be distributed according to the said will and further to pay the just debts, taxes and fees of the estate, NOW, THIS INDENTURE WITNESSETH, that James C. McCombs, Jr., Executor of the Estate of James C. McCombs, deceased, by virtue of the Last Will and Testament of the decedent, as well as by the power vested in his personal representatives by the provisions of the Probate, Estates and Fiduciaries Code, 20 Pa. C.S.A. Sections 3351, for and in consideration of One Hundred Twenty Thousand Dollars ($120,000.00), to him in hand paid by the said Grantees, at or before the sealing and delivery hereof, the receipt whereof is hereby acknowledged, have granted, bargained, sold, released, and confirmed ALL THAT CERTAIN piece or parcel of land situate in the Township of East Pennsboro, County of Cumberland and State of Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the Western side of Ellen Drive as shown on the hereinafter mentioned Plan of Lots at the Northwestern corner of Lot No. 41 on said Plan; thence by the dividing line between Lots No. 40 and 41 on said Plan, South 29 degrees 09 minutes West, one hundred seventy-three and seventy-five one-hundredths (173.75) feet to a point; thence by other land of Theodore E. Sgrignoli et ux, North 37 degrees 14 minutes West, one hundred eleven and eighty one-hundredths (111.80) feet to a point on the Southern line of Patricia Drive; thence by the Southern line of Patricia Drive, North 42 degrees 28 minutes East, one hundred twenty-six and eighty one-hundredths (126.80) feet to a point; thence by an arc or curve to the right with radius of twenty-five (2S) feet, an arc distance of forty and eighty one-hundredths (40.80) feet to a point on the Western line of Ellen Drive; thence by the Western line of Ellen Drive, South 44 degrees O1 minute East, forty-three and fifty-five one-hundredths (43.SS) feet to a point, the place of BEGINNING. BEING Lot No. 40 in the Plan of Lots of Sherwood Park, which Plan is of record in the Cumberland County Recorder's Office in Plan Book 12, at Page 29. HAVING ERECTED THEREON a split level brick and aluminum siding dwelling. BEING the same premises which Theodore E. Sgringnoli and Winifred E. Sgrignoli, his wife, by their Deed dated the 18`}' day of June, 1963, and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book "W", Vol. 20, at Page 714, granted and conveyed to James L. McCombs and Florence McCombs, his wife. AND BEING the same premises as described in that correction deed dated February 7, 1963 and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book "C", Vol. 21, at Page 540, between James L. McCombs and Florence McCombs, his wife, and James C. McCombs and Florence McCombs, his wife, filed to correct the typographical error in the middle initial of James C. McCombs. Florence McCombs died April 18, 2001, thus vesting fee simple in James C. McCombs. James C. McCombs died on May 31, 2002, and the executor of his Estate, James C. McCombs, Jr., is the Grantor herein. AND the said grantor hereby covenants and agrees that the estate will warrant fiducially the property hereby conveyed. IN WITNESS WHEREOF, said grantor has hereunto set his hand and seals the day and year first written above. Signed and delivered in the presence of .-- ES C. McCOMBS, Jr., Exec he Estate of James C. McCombs COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss On this the Jn~ day of ~~ • , 2002, before me, a Notary Public in and for the County of Cumberland, Commonwealth of Pennsylvania, personally appeared JAMES C. McCOMBS, Jr., the above named Executor of the Estate of James C. McCombs, and acknowledged the foregoing deed to be the act and deed of the said Estate and desired the same to be recorded as such. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary P blic NOTARIAL SEAL KAREN KAY BUCKLEY, Notary PubYC South Middletown Twp., Cwnberlend ~,o. M Comm~;.sion Exp+res June 23, 2005 REV I SOB Ex . (L91~ (1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF James C. McCombs SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY FILE NUMBER 21-02-00571 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with the right ofsurvivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Bank checking account ~ 6,402.05 TOTAL (Also enter on line 5, Recapitulation) I S 6, 402.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+,x_88, SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND INHERITANCE TAX RETURN _ RESIDENT DECEDENT MISCELLANEOUS EXPENSES Please Print or Type ESTATE OF FILE NUMBER James C. McCombs ~ 21-02-00571 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1• Musselman Funeral Home 5,828.00 2. Royers Flowers 443.00 B. Administrative Costs: 1. Personal Representative Commissions _ _ Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees Joseph D. Buckley, Esquire 7,000.00 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees C. Miscellaneous Expenses: ~' Advertising Probate 210.00 2' Travel, copies, postage 50.00 3' Deed Prep 125.00 4. 5. 6. 7. 8. TOTAL (Also enter on line 9, Recapitulation) $ 13, 943.00 (If more space is needed, insert additional sheets of same size.) ' ~ SCHEDULE I use sr~ed~,le 1, Part s, oNLY forproportionate CAMIaONINEALTN of PEw+snvANIA DEBTS OF DECEDENT, me~od of tax r~mmputation. MIMERITAtrCE TAX RETURN ~RES~~o~~o~~ MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER James C. McCombs 21-02-00571 Part 1 must ir-dude mortgage IiabiliUes, Gees and taxes against the Pennsylvania realty that were due and owing as of the date of decedent's death. t.ompkte Part Z ONLY when the proportionate method of tax computatlorr is elected. PART 1.ObGgations against Penrtsyhrarta realty .ITEM NUMBER DESCRIPTION AMOUNT 1' PNC Bank Loan ~~400100800646 '14,647.93 TOTALPAR79 i 14,648.00 PART 2. All other dents of the decedent REM NUMBER DESCRIPTION AMOUNT ~_ ~.v~uuLi~SivLiS iceriax ana rruaentlal - sale of home 2. Transfer fees - sale of home 3. 2002 Real Estate Taxes (Alicia Stine, Tax Collector) 4. American Home Shield (warranty) -sale of home 5. East Pennsboro Twp. Sewer Authority 6 Neighborhood Care Pharmacies 7. HCR Manor Care 7,200.00 1,275.00 1,201.00 385.00 88.00 3,662.00 63.00• TOTALPARTZ s 13,874.00 TOTAL (Also enter on line 10, Recapitulation) i 2 8 , 5 2 2.0 0 (!f more space is needed, insert additional sheets of the same size) REV-7513 EX+ i2-87) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA B E N E F I C I AR 1 ES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF James C. McCombs FILE NUMBER 21-02-00571 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: 1. James C. McCombs, Jr. son 100% 80 Wagner Drive Carlisle, PA 17013 ITEM NAME AND ADDRESS OF BENEFICIARY NUMBER B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) AMOUNT OR SHARE OF ESTATE (If more space is needed, insert additional sheets of same size) BUREAU OF IN.'Tt°}~,'~~rJ~~,.I~AL,,'';T~X6~~~Mv1- ~ INHERITANCE TAX D~.Y~ON ~ ° `i •, ti PO BO% 280601 E"' _~ ` - HARRISBURG PA 17128-0601 Z~uJ ~a'm ~ l~ ~- u~ ~ ~ C_~'. ,, :; JOSE~HI;,1~ BUCIC'LEY' ~.~Q'' J D BUCKLEY LAW OFCS 1237 HOLLY PIKE CARLISLE PA 17013 DATE 01-17-2005 ESTATE OF MCCOMBS JAMES C DATE OF DEATH 05-31-2002 FILE NUMBER 21 02-0571 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HDUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ - RETA_IN LOWER POR_TION_ FOR YOUR RECORDS -~ __ _ __ _ _ _ REV=~~7i~I~EX A~~ tai=~'~~ NOTICE OF II~H~RITANCE TAX APPRAISEMENT, ALLOWANC~~OR~ ~ ~~ ~ ~~~ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCCOMBS JAMES C FILE N0. 21 02-0571 ACN 101 DATE 01-17-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate ( Schedule A) (1) 12 D , 0 0 0 . 0 0 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) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) [4) .00 of this fora with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,402.00 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total assets (g) 126,402.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 13,943.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 28,522.00 11. Total Deductions (11) 42 .465 _ 00 12. Net Value of Tax Return (12) 83,937.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 83,937.00 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rate (15 ) • 0 0 X 0 0 = . 0 0 16. Anount of Line 14 taxable at Lineal/Class A rate (16) 83,937.00 X 045. 3,777.00 17. Amount of Line 14 at Sibling rate (17) •00 X 12 .00 18. Anount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00 19. Principal Tax Due (19)= 3,777.00 TAY CREDiTS~ DATE NUMBER + INTEREST/PEN PAID [-) AMOUNT PAID 03-07-2003 CD002259 3.00- 3,780.00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX ~FP (12-04) TOTAL TAX CREDIT 3,777.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .62 TOTAL DUE .62 [ IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)~~~" REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA In re Estate of JAMES C. MCCOMBS, SR., Late of Cumberland County No: 2002-00571 PA No. 21-02-0571 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) TO THE REGISTER OF WILLS: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on the following beneficiary of the above captioned estate on June 19, 2002: Name Address James C. McCombs, Jr. 80 Wagner Drive, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a). March 3, 2006 `:~~ ~~ .. . . _~ -- ~_; ~seph D. Buckley, Esquire 37 Holly Pike Carlisle, PA 17013 (717) 249-2448 Counsel for the Estate of James C. McCombs, Sr. 4 sTA~~ x~„c~~.T ~.~:~~~~ ~~ Dame oz Deeedcn{, James C. McCombs, Sr. I?ate of Aeafh; t"..ay 31, 2002 Estate Np,: 2002-00571 Pursuant to Bute 6.I? of the Supreme Court th~hans' Court Ruses; T re~rort the fallov~~ng w~itt; respect to compietxon of the administration of the abpve-ca~~onecl eistate: 1. State whether adxninistratioiz ofthe estate is coxoptetc: lees ~ No 2. If the answer is No, state when. the perspnai represcntati~~ ressonsbly believes that the admi~~stration ~vlI be ca~nplete: rsay 1, 2006 3. If the answer to Na. ] is Yes, state the follpvving: ~. Aid 'the ~rsonal repres~ritative ~iC ~ final ~eouzzt ~ri~r lie Court? ~?es ,Q ~~o ,[~ b. The separate C7rpharts' Court Iva. (if am=} fpr the nei~al represeaxtative's account is: c. Aid the persozaal. represen II e smote an account i~f~rrnatl~= to the ~rties iz~ interest?'~re3 ~ NO c. Copies ofreceipts, r+~sesa;jc~indeas d agpro~~a3 of fa~rn~al or .iaifiircmal accomzts ma}F tre filed with the. der ~" the Orphans' C~% / _ d rr~.y be attached tci this report. _ A ~ Date:,,;-Z,~Q~O Joseph D. Buckley,. Esquire Marne ~:, ,, r -- •_.- 1237 Holly Pike, Carlisle, PA 17013 Address (717) 249-2448 Teiepl:t~~e ~~s. Capacit~~: ~,-1.Prsana2 h.eprrs~~st3~~: twou3~se~ i"arpex~urai cpr~~~ ...'e ~~ THE LAW OFFICES OF JOSEPH D. BUCKLEY 1237 HOLLY PIKE CARLISLE, PA 17013 TELEPHONE (717) 249-2448 JoeBLaw@aol.com FAX (717) 249-4103 March 3, 2006 Register of Wills Cumberland County Court House One Courthouse Square Carlisle, PA 17013 Re: Estate of James C. McCombs, Sr. Estate No. 2002-00571 To those concerned: Enclosed please find a completed Status Report under Rule 6.12 for the above mentioned estate along with a Certification of Notice Under Rule 5.6(a) as you requested. If you have any questions, please call our office. ickley, Esquire the Estate of James C. McCombs, Sr. JDB/clb Enclosures Very sincerely yours, Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 -, .. __J . i Date: 5/22/2007 -: --~ ', - ;~._~ - ; ~~4; MCCOMBS JAMES C 80 WAGNER DRIVE CARLISLE, PA 17013 ,T. RE: Estate of MCCOMBS JAMES C File Number: 2002-00571 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/07/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~5~~'r.67~i~. ~ . Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wil.Ls One Courthouse Square Carlisle, PA 17013 Phone:(717} 240-6345 Date: 5/22/2007 -<-T' __ -~,,~ BUCKLEY JOSEPH D "' 1237 HOLLY PIKE -- CARLISLE, PA 17013 --, - 4~' RE: Estate of MCCOMBS JAMES C File Number: 2002-00571 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/07/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasba~g Clerk of the Orphans' Court cc: File Personal Representative(s) Via. ®.C. ~~le 6.~2 STA.'~US ~P~~T' REGISTER OF WILLS OF CU?`46E~L~]~P COUNTY, PENNSYLVAI~TIA Name of Decedent: Date of Death: James C. McCombs 05/31/2002 File Number: 2002-00571 Pursuant to Pa. O.C. Rule b.12, I report the following with respect to completion of the administration of the above-captioned estate: ,- r 1. State whether administration of the estate is complete :.................... ~ Yes ~No 2. If the answeris No, state when the personal representative reasonably believes that the administration will be complete: October 29,2007 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 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? ............. . ..... ......... ~ ~I'es ~No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and ray be attachedt~hi~eport. Dnte ~~ ~~('~ ~ ~ :,~ __ _ ;;~ •.J Counse] .0.71.7 ~ 2~+g..2b1+8 Telephone ~ orrrr R M! i 0 r•ev. 10.13.06 ~~ Joseph D~. 8u,ckleyv ~sctuixe Name of Person Filin,; this Form 1,237 Ao~ly~ Pi:Tse Address Cax~a.sl.e, PA ~ 1,7743 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 5/14/2008 BUCKLEY JOSEPH D ra ° 1237 HOLLY PIKE ,=,~ ~; _.;,'-~ ~ < ~ ~ CARLISLE, PA 17013 7.~~ - i 4 ;J t ` t T t e~ ~ ~ .,.., .. ~`_~ i ~~ -r ~ ~ = :: a _ { t.~i ` -~ RE: Estate of MCCOMBS JAMES C Gtl File Number: 2002-00571 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 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: 6/07/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 r~s Date: 5/14/2008 c7 ~ ~ , ___ _,. ~'-' ~7 , MCCOMBS JAMES C ~' ''c~ ~ <~-5 '~ 8 0 WAGNER DRIVE "=~~ ~ ._ •~ CARLISLE, PA 17013 ~~~~' ,. - _ '+° _ '' -- . ~ ~~'~ . -_ ~ 1 '' i""C-1 -.. ~ ~ V 1 -r l , R V i RE: Estate of MCCOMBS JAMES C File Number: 2002-00571 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/07/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND Name of Decedent: James C. McCombs Date of Death: 0 5 / 31 / 2 0 0 2 File Number: COUNTY, PENNSYLVANIA 2002-00571 Pursuant to Pa. O.C. Rule 6.12,1 report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... Q Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: November 20, 2008 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 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 ONo d. Copies of receipts, releases, joinders and approvals formal or informal accounts may be filed with the Clerk of the Orphans' Court and m7 attached to this r;~pon. ~~ Z/-y ~ Dnte i~'i `~ ~ r d'i ~~'~ "~'~~1Jddv /'t ~t~ z~ ~ ~-~ ~~~4 _. ''` > 1 Cap Ca ity: QYersonal Representative Counsel Joseph D. Buckley, Esquire Nate ojPerson Filing tf~is Form 1237 Holly Pike Address Carlisle, PA 17013 (717) 249-2448 TelepGone Form R!f! l0 rev 10.1 i.OG } ~ SCHEDULE A CO,~,~ON~,~AL~H OF PENN~YLV^N~'~ REAL ESTATE INHERITANC~ TAX RETURN ~ES~DEr~T DEC~DE~T ESTATE OF FiLE NUMBER J~mes C. McCo~s 21-0£-00~71 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a wil~ing buyer and a wil~ing scl!er, neither being compelled to buy or sell~ both having reasonable knowledge of the relevant facts. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 1. Residential - 13 Patricia Drive, Enola, 120,000.00 (East Pennsboro Twp), Cumberland Co., PA TOTAL (Also enter on line 1, Recapitulatio_n) . S 120,000.00 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 D<~te : 5/13/2009 BUCKLEY JOSEPH D 1:? 3 7 HOLLY P I KE CARLISLE, PA 17013 RE: Estate of MCCOMBS JAMES C File Number: 2002-00571 Dear Sir/Madam: ~., c7 ~' C'~ m -,`- n ~, r-- ~ ~m - c. v J /~ ~4 ~~~~_ x• _~ ~ -''- ~' ~:' - r° c.s, ~~ This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed d<~te . As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SiJPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (:?) years of the decedent's death, shall file with the Register of Walls a Status Report of completed or uncompleted administration. This filing is due by: 6/07/2009 P:Lease feel free to contact this office with any questions you may h<~ve. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 n r.., C-' _0 w Date: 5/13/2009 ~ ~rn _.. CIJ ..'ti : - ... MCCOMBS JAMES C _f .-, '~ ~ ?~^> ~,;., ""' 8 0 WAGNER DRIVE ~~ =~-~+ :~? CARLISLE, PA 17013 ~' ~_ - c RE: Estate of MCCOMBS JAMES C File Number: 2002-00571 Dear Sir/Madam: This notice is to serve .as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/07/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, l~zz-~c~x~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. ®.C. Rule 6.12 STA,T'1JS RAP®~'~ REGISTER OF WILLS OF CUMBERLAND COUNTY, PENi~1SYLVANIA Name of Decedent: James C . McCombs Date of Death: May 31 , 2 0 0 2 File Number: 2002-00571 p,,,.,,,,.,,,++,. D., n r D„lo ~ 1 7 T ,•o.,~,-t t1,A fnlln~xrina with recnent to rmm~letinn of the administration of i uL~uuii~ w • u. v.~. i~uly v. i~., i...rv.~ "..J ~,,,.,, .. ...b Y-- r the above-captioned estate: 1. State whether administration of the estate is complete :.................... ~ Yes- No 2. If the answeris No, state when the personal representative reasonably believes that the administration will be complete: November 2 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infom~ally to the parties in interest? ............................... . ~JYes ONo d. Copies of receipts, releases, joinders and appro is of formal or informal accounts maybe filed with the Cleric of the Orphans' Court ay be attached to this report. Dnte Mav 2 6 2 ~ ~ ~ Si„~n ur of Person icing this rm Capacity:Personal Representative Counsel Joseph D Buckley FG-Q»irP Name of Person Filing this Form - ~~i'fiJ 1237 Holly Pike ~~..; ,~ v~~ ,,. 7r -~~' 1~~ , .~, Address ~r~! ~%~~~ i~ Carlisle, FA 1 701 3 ;~~ . ~, ~~H ~Z ~,~°~~ ~~'j~ (71 7) 249 2448 Telephaie i .. ~, Forn, R N'-10 rev. 10.13.0/ Cumberland County - Register Of: Wi11s One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/18;2011 BUCKLES' JC>S:EPH D 12 3 7 HOLLY E? I KE CARLISLE, PI-~ 17013 RE : Estate c_>f MCCOMBS JAMES C File Number: 2002-00571 Dear Sir/Madam: This not=LCE' is to serve as a reminder that the Status Report: by Personal Re~.~resentative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. :103 SUPREME C~OLJF:T RULES DOCKET NO . 1 , for decedents dying on o:r after July 1, 7.992, the personal representative or h:is counsel, ~~rithin two (2) years of: the decedent's death, shall file ~N~ith the Reg:inter o:E Wills a St,:~.t:us Report of completed or uncompleted adminis~r~~tion. This fili.n~~~ is due by: 6/07/2011 Please feel free to contact this office with any questions ,you may have . I f c~u have ahead filed ~ ~ ~ ~. ~Y - y your Stratus RE_port, pleasE_ di~~regard this noti.c~:~ . Sincerely, s: ~t~~, 9 s Q~,,• ,~ /`~~~Woy`V~~~+a.=~rn+rir'l i~,it-"~P j ~~ ~`~ r, Glenda F'arner Strasb~u~h. Clerk of: the Orphan~~ " Court: cc: File Person~..i Representative (s ) Cumberland County - Register Of= Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/7.8/2011 MCCOMBS J~~MES C 80 WAGNER DRIVE CARLISLE, PA 17013 RE : EstatE:~ ~:~f MCCOMBS JAMES C Fi)_e I~iurnber: 2002-00571 Dear Sir/Madam: This notice is to serve as a reminder ghat the Status Report by Personal F.e1~~resentative under Rule E.12 is due on the below listed date. As per_ the E^-AMENDMENTS TO SUPREME COURT ORPHANS" COURT RULES, NO. 103 STJPREMF; COtJ1~T RULES DOCKET N0. 1, for decedents dying on or after July 1, :1.992, the personal representative or his counsel, within two (2) years o`: the decedent ' s death, shall file with the Register of Walls ~~ Stat::us Report of completed or uncompleted administration. TlZis fil:inq is due by: 6/07/2011 Please feel free to contact this office with a:rly questions ~~ou may have . If y;~u have already filed your Status Report, pleas~.~ disregard this notice , Sincerely, ~_~, ,: Glenda ]~ arner Strasl~,~.u~~-' Clerk o=E the Orphans' Court cc:. File Counsel. Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: James C McCombs Date of Death: 5-31-2002 File Number: 2002-00571 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above captioned estate: 1. State whether administration of the estate is complete :................... Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: November 30 2011 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 b. The separate Orphan's 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 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Coin and may be attached to this report. Date 5/19/2011 c~ure~erson Filing This F U v //--.! acity: Personal Re esentative Counsel ~y_ Joseph D. Buckle , Es uire Name of Person Filing this Form 1237 Holl Pike Address Carlisle, PA 17013 X717) 249-2448 Telephone _ ki J Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 5/15/2012 n -.:~ BUCKLEY JOSEPH Drr, ~ ='" ~~- ~: --~ ~ _. 1237 HOLLY PIKE ~ __ , ,- , _ _ ~~ ~a ' ....~, CARLISLE, PA 17013 ,--Y.: '- C~ - - _ _ -=; - ._ , T -- .-' r `.'~~-~~ ~.. RE: Estate of MCCOMBS JAMES C File Number: 2002-00571 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/07/2012 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaug Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 5/15/2012 MCCOMBS JAMES C 80 WAGNER DRIVE CARLISLE, PA 17013 RE: Estate of MCCOMBS JAMES C File Number: 2002-00571 Dear Sir/Madam: ... 7 ^ - - - - ~, ~ _ ~ r _~ ~ ~ ; _ ~~ _;~_ _. _ _: _~; __;, ~, - _- L' J l~~J T7 This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 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: 6/07/2012 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~ Glenda Farner Strasbaugh - Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA ~_ , _ ~3 ~ Name of Decedent: James C McCombs ~ ~ ~: ~ ` -,-, ~- -. -c - - Date of Death: 5-31-2002 r- : _ ~ z ~ - - z: File Number: 2002-00571 ^''~ `_- =- -" Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to -t corrTpletion ohe ~ ~~ ~~ 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: ber 30.2012 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 b. The separate Orphan's 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 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Court ar~.d; may be attached to this report. Date 5/16/12 Capacity: Personal Counsel Joseph D. Buckley, Esquire Name of Person Filing this Form 1237 Holly Pike Address Carlisle, PA 17013 717 249-2448 Telephone ,~ LrJ~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: James C McCombs Date of Death: 5-31-2002 File Number: 2002-00571 Pursuant to Pa. O.C. Rule 6.12, 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 :................... X Yes _ 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? ........ X_ Yes_ No See attached Family Agreement b. The separate Orphan's 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 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. r '' 1 _. _ ~. Date,/29/12 ~~ ;' ~ 4'~ .. ~ _ ~ Srg ure ` ~erson fling is F rm «3_.. -:. ~ r - L; -' -; i~; Capacity: Personal Representative X Counsel G„ r3: _,_ d ` <'~' = ~ - Joseph D. Buckley Esquire t ~ ~ ~ 11- ,Name of Person Filing this Form -~_ =~-; j~ 1237 Holl Pike L'C_ ~ ~ ~ j Address Carlisle, PA 17013 717 249-2448 Telephone 1 ~~ i '`~' ,,,, :aa ~~ ~ ~ (~ :~ ,~: ~ ~ FAMILY AGREEMENT c-- _;, ~-:. This Agreement entered into this 29th day of May, 2012, by and bet~d~en Jame~~ _ _ - C. McCombs, Jr. in his capacity as Executor under the will dated July 9, 199, of Jame~s:y ~.~ t. C. McCombs, Deceased, and James C. McCombs, Jr. in his capacity as sole beneficiary ~~~' of the estate. For purposes of this agreement, when he is referred to in his fiduciary capacity, the term "Executor" will be used and, when he is referred to in his individual capacities, he will be referred to by his first and last names. BACKGROUND 1. James C. McCombs ("Decedent") died on May 31, 2002, a resident of 13 Patricia Drive.. Enola, East Pennsboro Township, Cumberland County, PA, leaving a will dated July 9, 1999 and he had been residing at the HCR Manor Care, skilled care facility several years before his death. 2. Decedent's will was admitted to probate by the Register of Wills of Cumberland County on June 19, 2002, and letters testamentary were issued to James C. McCombs, Jr. as Executor. 3. Decedent named his son, James C. McCombs, Jr, as his sole beneficiary. 4. The Executor advertised the grant of letters Testamentary, prepared and filed an Inventory and Appraisement of Decedent's property and prepared and filed a Pennsylvania Inheritance Tax Return and federal and state income tax returns and paid the appropriate taxes thereon. 5. The Executor has paid all the taxes, debts and expenses of the estate known to them, and they have no knowledge of any unpaid claims, absolute or contingent, which may be asserted against the estate nor do they have any reason to believe there are any such claims. 6. The Executor has distributed the net assets of the estate to James C. McCombs, Jr. the sole beneficiary named in the will. 7. A statement reflecting all estate receipts, disbursements and distributions are annexed here to as Exhibit A. 8. The Executor, James C. McCombs, Jr., and James C. McCombs, Jr. as the sole beneficiary desires that this Family Agreement make unnecessary the filing an accounting in the Orphans' Court Division of the Court of Common Pleas of Cumberland County. NOW THEREFORE, intending to be legally bound, the parties do hereby: ~~ 1. Waive the filing of an account of the administration of the estate in any court; 2. Declare that the undersigned has examined the attached informal account (and statement/schedule of distribution) of the Executor; finds it to be true and correct in all particulars; accept and approve it with the same force and effect as if it had been prepared and filed with, audited, adjudicated and confirmed absolutely by a court of competent jurisdiction; and as if the balance of principal and income had been awarded by the Court in accordance with the statement/schedule of distribution; 3. Warrant that the beneficiaries named in the informal account and statement/schedule of distribution are the sole remaining parties in interest in the estate and entitled to receive the entire distribution thereof in accordance with the informal account and Statement/Schedule of Distribution; 4. Warrant that the undersigned know of no outstanding and unsatisfied claims against the estate; 5. Approve the distribution of the balance of principal and income shown in the informal account and statement/schedule of distribution to the persons set forth therein; 6. Absolutely and irrevocably release and discharge the Executor, and her heirs, personal representatives, successors and assigns of and from any and all actions, liabilities, claims and demands relating in any way to his administration of the estate and distribution in accordance with the informal account and statement/schedule of distribution and without a court accounting and adjudication; 7. Agree to refund to the Executor any amount of the undersigned's distribution which exceeds the amount to which the undersigned are entitled as the Executor shall determine; 8. Agree to indemnify and hold harmless, the Executor, and her heirs, personal representatives, successors and assigns, from and against any claims, liabilities, loss or expense (including costs and counsel fees) arising from any cause whatsoever, which the Executor may incur as a result of the administration of the estate and its distribution in accordance with this agreement including, but not limited to, any liability for any federal estate taxes, Pennsylvania Inheritance tax or any other death taxes, and any federal or Pennsylvania income taxes, and Pennsylvania personal property taxes, together with any interest and costs incidental thereto, relating in any way to the estate and also including, but not limited to, any assets received or payments or distributions made by reason of any negligence or mistake of law or fact. 2 IN WITNESS WHEREOF the parties set their respective hands and seals the first day C. McCombs, Jr. (Beneficia~,y)~ ` n v~~;v'~ McCombs, Jr. (Executor 3 INFORMAL ACCOUNTING ESTATE OF JAMES C. MCCOMBS RECEIPTS OF PRINCIPAL Cash: Cash or Certificates of Deposit: PNC Bank (checking) Real Estate 13 Patricia Drive, Enola, Pa Fiduciary Acquisition Value 6,402.05 120,000.00 Total Inventory $ 126,402.00 Total Subsequent Receipts $ 0.00 TOTAL RECEIPTS OF PRINCIPAL DISBURSEMENTS OF PRINCIPAL Debts of Decedent 07/10/02 PNC Bank (payoff mortgage) 07/10/02 Alicia Stine Tax Collector (Real Estate Taxes) 07/10/02 East Pennsboro Sewer Authority 07/11/02 HRC Manor Care 07/11/02 Neighborhood Care Pharmacies Funeral Expenses 07/11/02 Musselman Funeral Home $126,402.00 14,647.93 1,201.00 88.00 63.00 2,635.45 5,828.00 4 Administration Expenses 07/10/02 Realtor Commissions 7,200.00 07/ 10/02 Realty Transfer Tax 1,275.00 07/10/02 American Home Shield (warranty) 385.00 03/06/03 Register of Wills (Inheritance tax) 3,680.00 05/29/12 J. Buckley costs The Sentinel (Legal adv) 151.55 Register Wills (Probate fees) 267.00 CC Law Journal (Legal Adv.) 75.00 Register of Wills (tax return) 10.00 Register of Wills (agreement) 15.00 518.55 Fees & Commissions 10/18/04 Joseph D. Buckley (partial fee) 5,000.00 05/29/12 Joseph D. Buckley (partial fee) 923.07 Total debts, expenses and fees Distributions to Beneficiary 07/11/02 James C. McCombs, Jr. 82,957.00 Total Distributions TOTAL DISBURSEMENTS PRINCIPAL BALANCE ON HAND 37,521.93 5,923.07 43,445.00 82.957.00 126,402.00 0.00 5 RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession ar enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far life or for years, the Commonwealth 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 91407. PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT REFUND (CR): 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-1313). Applications are available online at www revenue.state.oa.us, any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service for forms orders: 1-SOD-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisment, allowance or disallowance of deductions or assessment of tax (including discount or interest) as shown an this Notice may object within 60 days of the date of receipt of this notice by filing one of the following: A) Protest to the PA Department of Revenue, Board of Appeals. You may abject by filing a protest online at www.boardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to ba valid, you must receive a confirmation number and processed date from the Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box 281021, Harrisburg, PA 17128-1021. Petitions may not be faxed. B) Election to have the matter determined at the audit of the account of the personal representative. ADNIN- C) Appeal to the Orphans' Court. 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, P.O. Box 280601, Harrisburg, PA 17128-0601 Phone (7177 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: 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 amnesty pericd. 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 as indicated on this notice. INTEREST: 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 which became delinquent before January 1, 1982 hear interest at the rate of six C6%) percent per annum calculated at a daily rate of .000164. All taxes which 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 2005 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor iris 2~ .D--~' i§58-1991 -fI'T oD al zoos ~ .oD~ 1983 16% .000438 1992 9% .000247 2002 6% .000164 1984 11% .000301 1993-1994 7% .OOD192 2003 5% .000137 1985 13% .000356 1995-1998 9% .000247 2004 4% .000110 1986 10% .000274 1999 7% .000192 2005 5% .000137 1987 10% .000274 2000 7% .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the 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 shown on the Notice, additional interest must be calculated. PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Lori Saylor, Classified Advertising Manager of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication EXECUTOR'S TI E Letters Testamentary on the Estate of JAMES C. MCCOMBS, late of Eno- la, Cumberland County, Pennsylvania, deceased, have been granted to the undersigned. All persons knowing them- selves to be indebted to said Estate will make payment immediately, . and those having claims will presentthem for set- tlement to: James C. McCombs, Jr. c/a The Law Offices of Joseph D. Buckley 1237 Holly Pike Carlisle, PA 17013 (717) 249-2448 Or to: Joseph D. Buckley, Esquire 1237 Holly Pike Carlisle, PA 17013 JuIV 2, 9 & 16. 2002 Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. July 17, 2002 Sworn to and subscribed before me this 17th day of July , 2002. Notary Public My commission expires: :i~~ i lX l yl ~ J 1.. 9~ CUMBERLAND LAW JOURNAL 2 LIBERTY AVENUE CARLISLE, PA 17013 JULY 26, 2002 Cumberland Law Journal is published every Friday by the Cumband County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Joseph D. Buckley, ESQUIRE RE: James C. McCombs, ESTATE Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: JULY 12, 19, 26, 2002 Advertising Cost $ 75.00 Proof of Publication $ G.GO Second Proof Request $ 0.00 Payment received $ 75.00 Total Amount Due $ 0.00 Payment received _ JULY 10, 2002 by Beckv H. Mor~enthal/Executive Director PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: JULY 12, 19, 26, 2002 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ~~ ~_ Roge M. Morgenthal, Editor McCombs, James C., decd. bate of Enola. Executor: James C. McCombs, Jr., e/o The Law Offices of Jo- seph D. Buckley, 1237 Holly Pike, Carlisle, PA 17013, (717) 249-2448. Attorney: Joseph D. Buckley, Es- quire, 1237 Holly Pike, Carlisle, PA 17013. SWORN TO AND SUBSCRIBED before me this 26 day of JULY, 2002 i~ L.~IS E. SddYL~~I'C, Ncl~y PUb11C t~erdt 5~ ,2005