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HomeMy WebLinkAbout02-0836 PETITION FOR PROBATE and GRANT OF LETTERS Estate of . ~&. rJ(? t:! T: /YJIJ.T J+h4.<3 No. OJ..J --0 do.. -f[~~ also known as To: Register of Wills for the , Deceased. County of fh/ m B2:'( L. A-I/J D in the Social Security No. / 9 ~ - /.q - "f ~ ~ .!3 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executRIX in the last will of the above decedent, dated ..., / pJ J /9'1 t:, and codicil(s) dated ' ' named , 19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in (. u /n B SoF,1.. # Jt/ 0 County, Pennsylvania, with h I ~ last family or pr;ncipal residence at ...5:. ~ 0"5", / J-ri4- r IEI?t<fJ C ~ wtJ.<. f1IJ i..~y.~€? VA 6- eOF<. d u~ H (list street, number and muncipality) $//5 .. ,19:0(" L> ;< "if'tJ years of age, died at ~~...s jt'I/ r Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: All) u Decendent 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: $~ 1'1 )()(;)(J . tltJ $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of lettersr/f:f6'/J4 /J1Eitt1J.-r-J4~ oj.. (testamentary; administr~tion c.t.a.; administration d.b.n.c.t.a.) theron. .--'-- S1DP ~ '" ~ <I) u c: <I) ~ <I).... Qq~ -00 ='C C':S -.;:: 3~ (1),- 30 CiS c: 00 Vi OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF Cumberland The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and ruly administer the estate according to law. en OQ' ;:s ~ ~ ~ ~ /~-~-// No. 21-2002-836 Estate of BRUCE T. MATHIAS , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~lT+Pmhl:>r ] 7+:1'1 ~ 2004 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 May 14th, 1996 described therein be admitted to probate and filed of record as the last will of BRUCE T. MATHIAS and Letters TE~rr~21RV are hereby granted to WREITA B. MATHIA..C; FEES Register of Wills Donna M. Otto, 1st Deputy 50.00 12.00 10 . 00. 39.00 5.00 $ $ $ $ TOTAL _ $ Filed .9E?P.1:~~~ .P!:p..,.~Q9~. .~~;L.~..QQ.. Probate, Letters, Etc. ......... Short Certificates(4) . . . . . . . . . . Renunciation .. (2). . . . . . . . . . . x-Pages (13) JCP ATTORNEY (Sup. Ct. LD. No.) ADDRESS PHONE "'i ~ } I ~ . ", t. MAILED LEITERS 'IO EXECUTRIX ON 9/17/02 RENUNCIATION 21-2002-836 In Re Estate of /3/1 tJt!. e r.. /114/;.1-/14..5 deceased. To the Register of Wills of c. V f/JI) 13 15/{ J.. 4- tV D County. Pennsylvania. The undersigned /YJ /J f< i .L 0 ;11 ;fir Jj.) J4 ;S of the above decedent. hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters be issued to ,L~~ ~iil4 (3, /JJA-rHIIf 5 w~~'~'~~dthis /.1 daYO~-4I .~a'\ v '1VV4 ~, ~~ 4J'..j (Signature) ~ /~3D i3~C) _ Sr- Now. Address) vi A8i-J.rtlJc... ,fJ}J I D.C!. 0 ~ 0 () 3/ (Signature) r '- (Address) (Signature) (Address) 12/~/:JL ~~7C~-;~:~ -- " . ... - " .. '" z lJ~'2le~~ _ RENUNCIATION 21-2002-836 In Re Estate of ,C3~;c~ ~ ~ i ~~/ ~~ rid <r~ .5 deceased. To the Register of Wills of ~- y r~? 1~~ ~~~ ~~ ~ County, Pennsylvania. The undersigned ~~ N ~ ~ ~oL~> of thie above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters .~. ~ ~ • ~~ ~ /fly .5 be issued to ~"+ ~'~ ~ ~ ' _~ ,, WIT E % ~~"" ~-~'~--v hand this ~ day of , 1'9. ~ ~~' ,~ L ~- (Signature) _3 (v ~ ~ C_ f~ ~ Dom'/) I~ % L, ,L ~~ (Address) /-f~/~,~,1~~3J~~, j ~''.~ ! Iii (Signature) - (Address) (Signature) (Address) H105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local R~gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent tiling. WARNING: It is illegal to duplicate this copy by photostat or photograph. 8203326 No. ~~~ Local Registrar Fee for tl?-is certificate, $2.00 p ~/g,>>O;J / Date Hl0S,143A..., 2187 COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH TYPElPFUNT IN PERMANENT BlACK INK ~ ~ ~ tl o o ~ .. z STArE filE ~A SOCIAL SECURIT't NUMBER J. /93 - IJ.. l.s ~u.-.>- B&RTHPlACf (C.ry.....-<I 3laIe0l!-l:lI"'9J'lCCllJOUyl &6 v... c.T ~)o COUNTY OF OEAI'H - fA /7("11 .s...z"eo. 0;:./ 1000 alory ..u.... ShOdI or hNft taiIur.. H. ,- I...... ...... : CfIMt Md dlNIh I I I PART I: OIMI.....concIIioM~ao..... tauI "'~inlM"""""''*IM~infWn'1 lb. c. d . M e.1"c.. s1""" 'f i c.. c.o..C' c. ; ^" 0 ,M. ""- DUE 10"'" AS. CONSEQUENCE,llFl' . I:>r DUE 10 tal AS A CONSEOUEr<<::E OF); DUE 1O<<JRAS ACONSEOUENCE Of)" "j WERE AU10PSV FINDINGS MANNER OF Of:ATH -....au; """'" 10 ~OI'CAUSE 0 0 OF DERH7 - Homidde - 0 hnGlng 1nwsC"1Q., 0 "",0 NoD ....... 0 Could noI bII detsrmll'Wld 0 DATE OF INJURY (WOn"'. Day. ~) TIME OF IHJUFIY INJURY AT WORK1 DESCRIBE HCJIlIV tKA.lRV OCC\JfIAeo. "'" 0 NoD - - cunlFlEA tChck onI't lX'-t &CERTIFYING PHYSICIAN (Ptlysc>af'l cer~ GauM ~ 0NItI whert .JflOltler phYSoCoan has pl'OI"oOLlnceo lJealf\ ana compleled t1em 23) To....... ot "" know............ 0CCIIftWllI........ cauM(s. and manner.. ....-. , zo. ... PlACE OF I....URY , AI honlII. tann, ...., Jadort, ofIce ~.c.:. (Spec....., _. l2J~/ :JL , "PRONOUNCING ANO CERTifYING PH'tSJCIAH (Physc.an both f.lIonoo..nc.ng Oealtl and certotVlflg IOcause 01 deal"l To dM blntofmrlno~. .....occwr............. d1i.., andfjlfKe, and due to ItMcauM(.. and manNl.. ...led., "MEDICAl fll:AIllNENCOROHER On 1M b..i. o' ....mnatlon and/or Inv..I'vation. in my opiniQR, d.ath occurred at the tlm., date, and plilc:e, ilAd due to the C-.uM(S)..nd mann.r..stated"".".......,....,.. ,..... _...._... .......,."... ........ .. -.... -.......'.... - -...... ..... ... Jl.. 02/-od-~J~ LAST WILL AND TESTAMENT OF BRUCE T. MATHIAS I, BRUCE T. MATHIAS, of the Borough of Wormleysburg, Cumberland County, pennsylvania, do hereby make this my Last Will and Testament, revoking any former wills and Codicils made by me. FIRST: I am married to Loretta B. Mathias, and all refer- ences to my wife in this will are to her. I have three children: Brad T. Mathias, Craig K. Mathias and Mary L. Mathias. These and any other children born to or adopted by my wife and me are de- scribed in this will as "my children," or as "a child of mine." Any person born to or adopted by a child of mine is described in this Will as "my issue." Provided, however, that no adopted person shall benefit hereunder unless the order or decree of adoption is entered before such adopted person attains the age of twenty-one (21) years. SECOND: I give my tangible personal property and all casualty insurance that I am carrying on said tangible personal property, to my wife, Loretta B. Mathias, or if she does not survive me, I give said property to such of my children who are living at my death to be divided equitably among or between them as they may determine, or, if they are unable to agree, as my ~ -1- Executor shall determine, after considering the wishes of such children. I have complete confidence that my wife, my children or my Executor will honor any written instructions that I may leave with regard to said tangible personal property. Any such property not so distributed shall be sold, and the proceeds added to my residuary estate to pass as hereafter described. THIRD: I give, devise and bequeath the rest, residue and remainder of my estate, real and personal, to my wife. Should she not survive me, or to the extent that she, or her executor, or other successor in interest, disclaims any interest, I give, devise and bequeath such rest, residue and remainder, or interest therein or portion thereof, to my Trustee, hereinafter named, IN TRUST NEVERTHELESS, to be held, administered and distributed for all purposes as part of the Bypass Trust. FOURTH: The Bypass Trust shall be held, administered and distributed as follows: (1) Prior to division into shares pursuant to Para- graph (2), my Trustee shall pay to or apply for the benefit of anyone or more of my said wife, children and issue all of the net income and such sums from the principal of the Bypass Trust in such shares and proportions as in my Trustee's sole discretion shall be necessary or advisable from time to time for the medical ~ " ,~, -2- care, education, support and maintenance in reasonable comfort of my said wife, children and issue, taking into consideration to the extent my Trustee deems advisable any other income or re- sources of my said wife, children and issue known to my Trustee, considering that my wife is the primary object of my bounty. Any paYment or application of benefits for a beneficiary pursuant to this Paragraph shall be charged against this Trust as a whole rather than against the ultimate distributive share of such beneficiary to whom or for whose benefit the paYment is made. (2) Upon the death of my said wife, the entire remain- ing principal of the Bypass Trust shall be divided into equal separate shares so as to provide one (1) share for each then- living child of mine and one (1) share for each deceased child of mine who shall leave issue then-living. The share for my eldest son, Brad T. Mathias, shall constitute the BTM Trust, to be held, administered and distributed by my Trustee, as hereinafter provided. The shares for my other children, Craig K. Mathias and Mary L. Mathias, shall be distributed outright to them. The share provided for a deceased child of mine who shall leave issue then-living shall be distributed per stirpes to such issue, subject only to the provisions of Article SIXTH below for under- age beneficiaries. ~ -3- (3) If at the time of my death, or at any later time prior to final distribution hereunder, my said wife and all my issue are deceased and no other disposition of the property is directed for this Trust, or for the BTM Trust described below, then and in that event only, the then-remaining property of such trust, together with any undistributed income, shall be paid over and distributed to the American Fund for Dental Health, for the Scholarship Fund. The current address of the American Fund for Dental Health is 211 East Chicago Avenue, suite 820, Chicago, Illinois, 60611-2616. FIFTH: The BTM Trust shall be held, administered and distributed as follows: (1) My Trustee shall pay to or apply for the benefit of my eldest son, Brad T. Mathias (hereinafter the "life benefi- ciary"), and his issue, all of the net income in convenient installments and so much of the principal of the BTM Trust as my Trustee in its sole discretion shall determine for the education, medical care, support and maintenance in reasonable comfort of such life beneficiary, and his issue, taking into consideration to the extent my Trustee deems advisable any other income or resources of such life beneficiary, and his issue, known to my Trustee. ~ -4- (2) In exercising the discretions conferred by this Article FIFTH, my Trustee is advised that the life beneficiary is the primary beneficiary and the Trustee shall consider the needs of his issue to be secondary. (3) Upon the death of the life beneficiary, the Trustee may pay the expenses of his last illness, and funeral and burial expenses, if the estate of the life beneficiary should be inadequate or inappropriate for such purpose. (4) Upon the death of the life beneficiary, the principal of the BTM Trust, including any income that may be accrued or undistributed, shall be distributed and divided into separate equal shares so as to provide one (1) share for each then-living child of the life beneficiary and one (1) share for each deceased child of the life beneficiary who shall leave issue then-living. Each such separate equal share shall be distributed free of all trusts created hereunder except for the continuing trust protection provided in Article SIXTH hereof. The share provided for each deceased child of the life beneficiary who shall leave issue then-living shall be distributed per stirpes to such issue, subject, however, to the continuing trust protection provided in Article SIXTH hereof. ~ -5- (5) If the life beneficiary shall die without surviv- ing issue, and in that event only, the then-remaining property of the BTM Trust, together with any undistributed income, shall be paid over and distributed to my then-surviving issue, per stir- pes, subject only to the provisions of Article SIXTH below for underage beneficiaries. (6) In administering the BTM Trust my Trustee is authorized to use any and all measures deemed necessary or advisable, in my Trustee's sole discretion, in order to insure that distributions to or for the benefit of the life beneficiary are in fact actually received or enjoyed by him and in such matters my Trustee's discretion shall be absolute. SIXTH: If any share hereunder becomes distributable to a beneficiary who has not attained the age of twenty-five (25) years, then such share shall immediately vest in such benefici- ary, but notwithstanding the provisions herein, my Trustee shall retain possession of such share in trust for such beneficiary until such beneficiary attains the age of twenty-five (25) years, using so much of the net income and principal of such share as my Trustee deems necessary to provide for the proper medical care, education, support and maintenance in reasonable comfort of such ,~$} " -6- beneficiary, taking into consideration to the extent my Trustee deems advisable any other income or resources of such beneficiary or his or her parents known to my Trustee. Any income not so paid or applied shall be accumulated and added to principal. Such beneficiary's share shall be distributed outright to such beneficiary upon attaining the age of twenty-five (25) years, or if he or she shall sooner die, to his or her estate. SEVENTH: If any transfer or termination under this Will would otherwise result in the paYment of federal generation- skipping transfer tax, as provided in Chapter 13 of the Internal Revenue Code of 1986, as amended (the "Code"), as in effect at the date of such transfer or termination, then (and in that event only) such beneficiary is hereby granted a general power to appoint all or any portion of such beneficiary's share by Will, validly executed and referring expressly to this Article, among such beneficiary's issue, or to the creditors of such beneficiar- y's estate. Such beneficiary shall have no power to appoint such share to himself or herself, or to his or her estate. My Trustee may rely upon an attested will probated in any state. EIGHTH: Anything in this will to the contrary notwithstand- ing, no trust created herein shall continue beyond twenty-one (21) years after the deaths of one, the last to die of my issue ~ -7- living at the time of my death; and two, all issue, living at the time of my death, of the individual serving as President of the united states at my death and all issue, living at the time of my death, of said individual's five (5) immediate predecessors in said office; upon the expiration of such period, all trusts shall terminate and all the assets thereof shall be distributed to those beneficiaries (and in the same proportions) as are then entitled to receive the income therefrom. NINTH: If any beneficiary and I should die under such circumstances as would render it doubtful whether the beneficiary or I died first, then it shall be conclusively presumed for the purposes of this my will that said beneficiary predeceased me; provided, however, that if my wife shall die with me as afore- said, I direct that my wife shall be conclusively presumed to have survived me. TENTH: (1) I name my wife, Loretta B. Mathias, my daugh- ter, Mary L. Mathias, and Janet C. Holmes as my Co-Executors. If one of them is unable or unwilling to serve, the others shall serve. I direct that my Co-Executors, herein referred to as my Executor regardless of number or gender, serve without bond in any jurisdiction in which called upon to act. ~ .// .. , -8- (2) I name as my Co-Trustees Loretta B. Mathias, Mary L. Mathias and Janet C. Holmes. I direct that my Co-Trust- ees, herein referred to as my Trustee regardless of number or gender, serve without bond in any jurisdiction in which called upon to act. Except as otherwise provided herein, if one or more of my individual Co-Trustees shall be unable or unwilling to serve, then the others shall serve. (3) If Janet C. Holmes or her successor as herein defined should fail to qualify as a Co-Trustee hereunder, or for any reason should cease to act in such capacity, her successor or substitute as my independent Co-Trustee shall be some person who qualifies as an independent trustee, as that term is defined in the Code, as then in effect, which successor or substitute independent Co-Trustee shall be designated in a written instru- ment filed with the court having jurisdiction over the probate of my estate and signed by my wife or if she fails to act, signed by or on behalf of Mary L. Mathias, or if she fails to act, by the court having jurisdiction over my estate. The situs of any trusts created herein may be transferred to the situs of such successor or substitute independent Co-Trustee by designation in the written instrument aforesaid. ~ -9- (4) For services as Executor and Trustee, my Executor and Trustee shall be entitled to receive reasonable compensation. ELEVENTH: ( 1) I give to any Executor and to any Trustee named in this will or any Codicil hereto or to any successor or substitute Executor or Trustee all of the powers enumerated in this Will and all of the powers applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and as in effect on the date hereof, during the administration and until the completion of the distribution of my estate, and until the termination of all trusts created in this will or any Codicil hereto and until the completion of the distribution of the assets of such trusts. I direct that all such powers shall be construed in the broadest possible manner and shall be exer- cisable without court authorization. (2) In determining the federal estate and income tax liabilities of my estate, my Executor shall have discretion to select the valuation date and to determine whether any or all of the allowable administration expenses in my estate shall be used as federal estate tax deductions or as federal income tax deduc- tions and shall have the discretion to file a joint income tax return with my wife. ~ .>,/ .,""" . ,- '" --t -10- (3) If at any time any trust created hereunder (or any share thereof if the trust shall have been divided into shares) shall be of such value that, in the opinion of my Trustee, the administration expense of hOlding the assets contained therein in trust is not justified, my Trustee, in its absolute discretion, may terminate such trust and distribute the trust property to the person or persons then entitled to receive or have the benefit of the income therefrom or the legal representative of such person. If there is more than one income beneficiary, my Trustee shall make such distribution to such income beneficiaries in the proportion in which they are beneficiaries or if no proportion is designated in equal shares to such beneficiaries. (4) My Executor and Trustee are authorized and empow- ered to acquire and to retain, either permanently or for such period of time as my Executor or Trustee may determine, any assets, including non-income-producing real estate, whether such assets are or are not of the character approved or authorized by law for investment by fiduciaries and whether such assets do or do not represent an overconcentration in one investment. (5) My Executor and my Trustee are authorized and empowered to disclaim any interest, in whole or in part, of which I, my Executor, or my Trustee, may be the beneficiary, devisee, ~ .."" .~#. " -11- or legatee, by executing an appropriate instrument (in accordance with Section 2518 of the Code, or such similar section as may then be in effect). (6) My Executor and Trustee are authorized and empow- ered to sell at public or private sale, or exchange, and to encumber or lease, for any period of time, any real or personal property and to give options to buy or lease any such property. Additionally, my Executor and Trustee are authorized and em- powered to compromise claims, to borrow from anyone (including a fiduciary hereunder) and to pledge property as security therefor, to make loans to and to buy property from anyone (including a fiduciary or beneficiary hereunder); provided that any such loans shall be adequately secured and at a fair interest rate. TWELFTH: No interest of any beneficiary under this Will, any Codicil hereto, or any trust created herein, shall be subject to anticipation or to voluntary or involuntary alienation. THIRTEENTH: I have loaned funds to certain of my children and one or more of those loans may be outstanding at the time of my death. In administering my estate and any trusts created hereunder, my Executor and my Trustee are directed to apportion to the share of any such borrower-child of mine such child's obligations to me, at the face value thereof, including any ~~ -12- accrued interest thereon, so that the shares of my other children will not be prejudiced or affected by any such outstanding loans. FOURTEENTH: All estate, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the residue of my estate, as if such taxes were expenses of administration, without apportionment or right of reimbursement. I authorize my Executor and Trustee to pay all such taxes at such time or times as deemed advisable. IN WITNESS WHEREOF, I have set my hand and seal on this my Last Will and Testament this /1- day of ~ . 1996. ~~ (SEAL) BRUCE T. MATHIAS SIGNED, SEALED, PUBLISHED, and DECLARED by BRUCE T. MATHIAS, as and for his Last will and Testament, on the day and year last above written, in the presence of us, who, at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses: 9<.,,,-, a Jntj,dr1.h / tit -:/' - 4~. dl&-7 >) ////1 J f J I c:(vu~~~~__/ -13- SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND WE, Bruce T. Mathias and Joyce A. Snyder Bridget M. Whitley , and Robert R. Church , the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly (willingly directed another to sign for his), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as witness and to the best of his or her knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. ~~~ ~ruce T. Mathias, Testator ~~~~0 (L ~<;JcI(',A ./ ~7fI..~ /) //7/ ..' ~/ ) 1~;l1-0l,~~ ~. witness Subscribed, sworn to, and acknowledged before me by BRUCE T. MATHIAS, the Testator, and subscribed and sworn to before me by Joyce A. Snyder Robert R. Church Bridget M. Whitley , witnesses, this 14th , and day of May , 1996. t;~r~/;; ~" NO~ary Public ~" NOTARIAL SEAL PAMELA S. WOlFE, Notary PubJic City of Harrisburg, Dauphin County -14 - My Commisaion Expires Dec. 6.1 m CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: 131) ;)(! E .3/ /,j-j d-1 'T. /J.1~THIJ4 s Date of Death: Will No. ~ 00':<-- ()()cl3~ Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name Address /1 Pt!tf,!!1. L':J'6.a<I'<IJ '/1., 70p ;/ , LtJ~c1T1i 8. fi}4 7 flf 115 ---r-- -.:J-3 OOOIf{ IEf{,f1. M;i Notice has now been given to all persons entitled thereto under Rule 5.6(a) except , <; (I ~C ;6e(JI.t= p Ic.~ / ffi'<j Date: /02, / /4:, /6<:1 / I Signature ~~~:J:~Jt7J?J-~ f Address ,.6-3,~~~' 1-1J:A~ -1) /1 J~J1M'J.Y/i /7Ll~/J Telephone ('1"/7 7 6 .3 ~(?? 77 Capacity: ~ Personal Representative _Counsel for personal representative STATUS REPORT UNDER RULE 6.12 AdrMn. No.: '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 [- No [~ 2. If the answer is No, state when the personal representative reasonably believes that the admlni.~tration will be complete: z~ ~,~,,,.,~ 3. If the answer to No. 1 is Yes, state the following: Did the personal representative file a final account with the Court? Yes_ No [] b. The separate Orphans' Court No. (i/any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~-1 No' ["-] Date: Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orpban.~' Court and may be attached to this report. - gna e / Capacity: Manic '7'/7 - 7/,,3 - 7Z4, 7'7 Telephone No. [~crsonal Representative Counsel for personal representative Signature ~dL~ ~ ~5{)vrfllt==.,f1\ 4C G ~'?I\IJ1'(EfS If) r),fl~/ jJll- 17() 'f 3 Address . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name ofDecedent: Ii I) tJ ~ E. -r j() Ail-} 1/1 5 Date ofDeath: 3/ /5/ 0 ~ I . Estate No.: C? / -0 ~ - () g -~ {; 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: I. State ~;ther administration of the estate is complete: . Yes &1 No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval offormal orlnformal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: b? / ^j /0/;- c:;:) I I '...;,.- ;',. .717- 163 -;J~ /7 Telephone No. Capacity: I!1'Personal Representative o Counsel for personal representative cA JRD/June 30,1992/17858 Date: February 03, 2005 ORPHANS' COURT DIVISION Loretta Mathias 53 South Terrace Wormleysburg, PA 17043 RE: Estate of Bruce T. Mathias File Number: 21-02-0836 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 03/15/2005 Your prompt attention to this matter will be appreciated. Thank you. Sincerely, ~~w.~~ GLENDAFARNE~~;~~~~GH REGISTER OF WILLS cc: File Judge vfi