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Home My WebLink About03-0758PETITION FOR PROBATE and GRANT OF LETTERS Estate of Mary A. Shopp also known as /vl~,'v ~}/, ~.~,. SA Social Security No. 211-60-263~0 Deceased. No. To: Register of Wills for the County of Cumberland 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 or in the last will of the above decedent, dated April 2, 2002 and codicil(s) dated in the named (state relevant circa,instances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland ~ C~untz, Pennsylvania_with her last family or principal residence at 201 Campground ~oad, gar±isle, PA 17013 (list street, number and muncipality) Decendent, then 84 _ years of age, died Aueust 20 2003 1~.. at Carlisle, PA - ' , , 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: Not applicable. Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 25,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $. Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) "g David L. Shopp =o ='= 65 Ovossum Lake. Road ~g. ~'r'li~lo. PA 17013 .~o OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 'l COUNTY OF Cumberland ; SS 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 peti_tioner(s) will well ~nd truly a~dminister the estate according to law. hero_re m~_e th?s ~' , day of / '-~ ' i ~' Estate of Mary A. Shopp .~.~,.[~ ~.c~ ~l'l~_e , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated April 2, 2002 described therein be admitted to probate and filed of record as the last will of. are hereby granted to~'~Vl~ 2003, in consideration of the petition on FEES Probate, Letters, Etc .......... Short Certificates( ) .......... ~l~'~'~i~ ~ .~-~. · .~.. i?. ~.. ..30~° $ /o,oo TOTAL ruled . .~..: ~ .~ :,-~..~..~ ................... Hubert X. Gilroy, Esquire (29943) ATTORNEY(Sup. ~.I.D. No.) Broujos a Gilroy, P.C. 4 North Hanover Street, Carlisle ADDRESS (717) 243-4574 PHONE LAST WILL AND TESTAMENT OF MARY A. SHOPP I, Mary A. Shopp, of Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM ONE: I direct that all my debts and funeral expenses, including my gravemarker shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM TWO: I give, devise and bequeath my entire estate to my three children, David L. Shopp, Roy C. Shopp and Caroline A. Orris, share and share alike per stirpes. ITEM THREE: I appoint David L. Shopp, Executor of this my last will. ITEM FOUR: All estate, inheritance, succession and other taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for tax purposes, whether or not such property passes under this will, shall be paid out of the principal of my residuary estate, without apportionment or right of reimbursement. ITEM FIVE: I direct that my personal representative or guardian shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM SIX: In addition to the rights and powers given to the fiduciaries by law or elsewhere in this will, I give to my Executor during the full time necessary and for the administration of my estate the following rights and powers to be exercised in his sole discretion: A. To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. PAGE ONE OF FOUR PAGES B. To invest in any real or personal property without restrictions to legal investments. C. To repair, alter, improve or lease for any period of time any real or personal property and to give options for leases. D. To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition real or personal property, and to give options for leases. E. To make distribution in kind. F. To compromise claims. IN W]_TNES~S WJIEREOF, I have hereunto set my hand this c~) ~t. day of (~OM~7 ,2002. SIGNED.. M~-A. Sh'-o'p~ The preceding instrument, consisting of this and three other typewritten pages each identified by the signature of the Testatrix was on the day and date thereof signed, published and declared by the Testatrix therein named as and for her last will, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names. PAGE TWO OF FOUR PAGES COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : witnesses whose s are signL~d to the attached or t'oregoing lnstrumem being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her last will; that she signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn and subscribed to before me this of day ,2002. ~ Ndta~-y Public Notarial Seal Bridget Ann Corcoran, Notary Public Ca~lisle Boro, Cumberland County My Commission Expires June 10,200,- PAGE THREE OF FOUR PAGES COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I, Mary A. Shopp, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will; that I signed it as my free and voluntary act for the purposes therein expressed. Sworn and affirmed to and acknowledged before me this ~ ,2002. I Notary l~ul~lic Notarial Seal i 3fidget Ann Corcoran, Notary Publi,; ~ Ca~:lisle Boro, Cumberland Co ! Mv Comm ssion Expires June t0, day of PAGE FOUR OF FOUR PAGES MARY ALICE SHOPP BROUJOS g GILROY, p.c. ATTORNEYS AT LAW z~ NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 JOHN H. BROUJOS HUBERT X. GILROY BROUJOS & GILROY, P.c. ATTORNEYS AT LAW 4 NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 October 28, 2003 Donna Otto Register of Wills One Courthouse Square Carlisle, PA 17013 Re: Estate of Mary A. Shopp/File No. No. 21-03-0758 Dear Donna: TELEPHONE: (717) 243-4574 FACSIMILE: (717) 243-8227 jbrouj os@broujosgilroy, com hgilroy@broujosgilroy, com NON-TOLL FOR HARRISBURG AREA 717-766-1690 Please accept this letter as Certification of Notice under Rule 5.6(a). The Decedent is Mary A. Shopp. The date of death is August 20, 2003. 2003-0758. The Estate No. is I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans Court Rules was served on or mailed to the following beneficiaries of the above captioned Estate on October 28, 2003: Notice If you David L. Shopp Roy C. Shopp 65 Opossum Lake Road 201 Campground Road Carlisle, PA 17013 Carlisle, PA 17013 Caroline A. Orris RRI, Box 119 Ickesburg, PA 17037 has now been given to all persons entitled thereto under Rule 5.6(a). have any questions, please feel free to contact me. Sincerely yours, Attorney for Estate of Mary A. Shopp JOHN H. BROUJOS HUBERT X. GILROY BROUJOS & GILROY, P.c. ATTORNEYS AT LAW 4 NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE: (717) 243-4574 FACSIMILE: (717) 243-8227 jbroujos@broujosgilroy, com hgilroy~brouj osgilroy, com NoN-TOLL FOR HARRISBURG AREA 717-766-1690 November 20, 2003 Donna Otto Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: File No.: Estate of Mary A. Shopp 21-03-0758 Dear Donna: Enclosed is a check in the amount of $10,000.00 as an advanced payment on inheritance tax for the above referenced estate. Thank you for your attention to this matter. Sincerely yours, bc COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 0O3261 GILROY HUBERT X 4 N HANOVER STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 211-60-2630 FILE NUMBER: 2103-0758 DECEDENT NAME: SHOPP MARY A DATE OF PAYMENT: 11/20/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $10,000.00 TOTAL AMOUNT PAID: $10,000.00 REMARKS: DAVID LSHOPPC/O HUBERTX GILROY ESQ SEAL CHECK# 95 INITIALS' JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS ~ EX + (6-00) I- Z LU LU ~oo Z Z 0 (J x COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESlDENT'BE.-CEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SHOPPI MARY A DATE OF DEATH (MM-DD-Year) I DATE OF BIRTH (MM-DD-Year) 08~20~2003 I 03/20/1919 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE iNITIAL) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 3 0 7 5 8 COUNTYCOOE YEAR NUMBER SOCIAL SECURITY NUMBER 2 1 1 -6 0-2 6 3 0 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER r~l. Original Return r-"] 4. Limited Estate ---]6. Decedent Died Testate (Attach copy of Will) [] 9. Litigation Proceeds Received [] 2. Supplemental Return [~4a. Future Interest Compromise (date of death after 12-12-82) El7. Decedent Maintained a Living Trust (Attach copy of Trust) E~10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) E~3. Remainder Retum (date of death pdor to 12-13-82) r'--] 5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes E~] 11. Election to tax under Sec. 9113(A) (Attach Sch O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME HUBERT X. GILROY~ ESQUIRE FIRM NAME (If Applicable) BROUJOS & GILROY~ P.C. TELEPHONE NUMBER 717-243-4574 COMPLETE MAILING ADDRESS 4 NORTH HANOVER STREET CARLISLE, PA 17013 1. Real Estate (Schedule A) (1) 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) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8, Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 23~3'1991.54 ~ 174,414.40 1 ~654.33 OFFICIAL USE ONLY (8) 23~627.31 612.52 (11) (12) (13) (14) 410,060.27 24,239.83 385,820.44 385,820.44 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) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. X __ (15) 385,820.44 X .045 (16) X .12 (17) X .15 (18) (19) 17,361.92 17~361.92 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 201 CAMPGROUND ROAD CITY CARLISLE ISTATE PA I ZIP 17013 Tax Payments and Credits: 1. Tax Due(Page 1 Line 19) 2, Credits/Payments (1) A. Spousal Poverty Credit B. Prior Payments 10,000.00 C. Discount 526.31 Interest/Penalty if applicable D. Interest E. Penalty 17,361.92 Total Credits ( A + B + C ) (2) 1 O, 526.31 Total Interest/Penalty ( D + E ) (3) 4.If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the 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 cons derat on? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benef c ary des gnat on? 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 exam ned this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer, other than the personal representative is based on all information of which preparer has any knowledge. 6~835.61 6,835.61 SIGNATURE Oi~/EF)SON RESPO~IBLE FOR FILING RF_vlTUI:~ DATE ADDRESS SIGNATU~/P~AP~R OTI-~E~T1HAN R~IVE ADDRESS_~/~/~"~~ DATE .,~//~. y 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)]. 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)]. 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)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-I,503 EX + (I-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER SHOPP. MARY A 21 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 03 0758 ITEM NUMBER 4 5 DESCRIPTION Norfolk Southern Corporation - 540 ~ Dated 9/5/1997 - Norfolk Southern Corporation - 270 - Dated 7/22/1987 M&T Bank Corporation - 2,394 - Dated 10/6/2000 Park Place Entertainment - 960 - Dated 2/9/1999 Hilton Hotels Corporation - 120 - Dated 7/22/87 Hilton Hotels Corporation - 120 - Dated 6/17/88 TOTAL (Also enter on line 2, Recapitulation) $ VALUE AT DATE OF DEATH 9,865.80 4,932.90 206,985.24 8,668.80 1,769.40 1,769.40 2331991.5'1 (If more space is needed, insert additional sheets of the same size) REV-1508 EX .+ (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER SHOPP, MARY A 21 07 07~8 Include the ~roceeds of litigation and the date the proceeds were received by the estate. All property jointly.owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T Bank - Acct # 2679047981 111.60 4 8 Waypoint Bank - Acct # 1705000363 Waypoint CD - # 1716006023 Waypoint CD - # 1716121424 Waypoint CD - # 1716132201 Waypoint CD - # 1716132184 Appraised old currency - Ibis Appraisal Services Mortgage Satisfaction TOTAL (Also enter on line 5, Recapitulation) 8,905.00 1,500.00 500.34 2,205.46 10,000.00 1,192.00 150,000.00 (If more space is needed, insert additional sheets of the same size) 174,414.40 REV-1509 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER SHOPP, MARY A 21 03 0758 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A. David L. Shopp C ADDRESS 65 Opossum Lake Road Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Son JOINTLY-OWNED PROPERTY: LEI I I:R DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERE,~ 1. A. 1987 Waypoint Account / Checking # 1700006316 3,308.65 50. 1,654.3,'. TOTAL (Also enter on line 6, Recapitulation) $ (If mnm ~n~r-~ i~ n~,-I.~ ;,,.~,* ~,~,~+~ ................ 1,654.3;~ al sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS SHOPP, MARY A Debts of decedent must be reported on Schedule I. iTEM NUMBER A, FUNERAL EXPENSES: 1, 2 3 DESCRIPTION Ewing Brothers Funeral Home Wayne Noss Flowers Headstone Engraving - Carlisle Memorial ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Address City. State Year(s) Commission Paid: Attorney Fees Broujos & Gilroy, PC Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address C~ty Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Boyer & Ritter Register of Wills Filing Final Inheritance Tax Return Family Settlement Agreement State Zip FILE NUMBER 21 03 0758 AMOUNT 8,700.00 173.31 125.00 14,000.00 500.00 97.00 15.00 17.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 23~ REV-1512EX~.(1 97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES~ & LIENS SHOPP, MARYA FILE NUMBER 21 03 Include unreimbursed medical expenses. 0758 ITEM NUMBER 4 West Shore EMS Ibis Appraisal Services DESCRIPTION M&T Bank - key replacement for lock box Tax Return for 2003 - Wagner's Tax Service TOTAL (Also enter on line 10, Recapitulation) $ AMOUNT 502.52 75.00 15.00 20.00 612.52 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES SHOPP. NUMBER 3 II. VIARY A NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) David L. Shopp 65 Opossum Lake Road Carlisle, PA 17013 Roy C. Shopp 201 Campground Road Carlisle, PA 17013 Caroline A. Orris RR1, Box 119 Ickesburg, PA 17037 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINEI NON-TAXABLE DISTRIBUTIONS: FILE NUMBER 21 03 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Son Daughter 0758 AMOUNT OR SHARE OF ESTATE 33.3% 33.3% 33.3% 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART ]] - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF MARY A. SHOPP .).l - o$ - I, Mary A. Shopp, of Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM ONE: I direct that all my debts and funeral expenses, including my gravemarker shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM TWO: I give, devise and bc~lueath my entire estate to my three children, David L. Shopp, Roy C. Shopp and Caroline A. Orris, share and share alike per stirpes. ITEM THREE: I appoint David L. Shopp, Executor of this my last will. ITEM FOUR: All estate, inheritance, succession and other taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for tax purposes, whether or not such property passes under this will, shall be paid out of the principal of my residuary estate, without apportionment or right of reimbursement. ITEM FIVE: I direct that my personal representative or guardian shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM SIX: In addition to the rights and powers given to the fiduciaries by law or elsewhere in this will, I give to my Executor during the full time necessary and for the administration of my estate the following rights and powers to be exercised in his sole discretion: A. To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. PAGE ONE OF FOUR PAGES B. To invest in any real or personal property without restrictions to legal investments. C. To repair, alter, improve or lease for any period of time any real or personal property and to give options for leases. D. To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition real or personal proPerty, and to give options for leases. E. To make distribution in kind. F. To compromise claims. IN WI~ ~T~S~S W~tE~OF, I have hereunto set my hand this ~ ~' day of /t~M'4'~'~ ' 2002' SIGNED The preceding instrument, consisting of this and three other typewritten pages each identified by the signature of the Testatrix was on the day and date thereof signed, published and declared by the Testatrix therein named as and for her last will, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names. PAGE TWO OF FOUR PAGES COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : witnesses whose ames are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her last will; that she signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of ns in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn and subscribed to before me this O~ ~ day of ~ ,2002. Notarial Seal Bridget Ann Corcoran .~otary Public Carl sle Boro, Cumbe.land County My Commission Expires June 10, 2002 PAGE THREE OF FOUR PAGES COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : I, Mary A. Shopp, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will; that I signed it as my free and voluntary act for the purposes therein expressed. Mary ~op~' '" '" ~f'~ Sworn and affirmed to and acknowledged before me this ~ day of ~ ,2002. Notary Public -' - Notarial Seal Bridget Ann Corcoran, Notary Public Carlisle Boro, Cumberland County PAGE FOUR OF FOUR PAGES JOHN H. BROUJOS HUBERT X. GILROY BROUJOS & GILROY, p.c. ATTORNEYS AT LAW 4 NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE: (717) 243-4574 FACSIMILE: (717) 243-8227 jbroujos@broujosgilroy, com hgilroy@broujosgilroy, com NON-TOLL FOR HARRISBURG AREA 717-766-1690 May 19, 2004 Glenda F. Strasburgh Register of Wills Cumberland County Courthouse Carlisle, PA 17013 RE: Estate of Mary A. Shopp / 21-03-0758 Dear Glenda: Enclosed for filing is an original and one copy of the Inheritance Tax Return in the above estate. Also enclosed is a check in the amount of $6,835.61 as additional payment on inheritance taxes. Thank you for your attention to this filing. be cc: David Shopp ours, X. Gilroy COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003955 GILROY HUBERT X 4 N HANOVER STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 211-60-2630 FILE NUMBER: 2103-0758 DECEDENT NAME: SHOPP MARY A DATE OF PAYMENT: 05/19/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 96,835.61 REMARKS: TOTAL AMOUNT PAID: 96,835.61 SEAL CHECK//1 O0 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDTVZDUAL TAXES ZNHERZTANCE TAX DTV'[SION DEPT. 280601 HARRTSBURG, PA 17128-0601 CONNONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RE¥-ZEq7 El( AFP HUBERT X GZLROY ESQ BROUJOS 8 GZLROY q N HANOVER ST CARLZSLE DATE 07-05-2004 ESTATE OF SHOPP DATE OF DEATH 08-20-2005 FILE NUMBER 21 05-0758 _COUNtrY: i ':' CUMBERLAND Amoun'l: Remind:ed NARY A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THZS LINE ~.~ RETAZN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHOPP MARY AFZLE NO. 21 03-0758 ACN 101 DATE 07-05-2004 TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held S~ock/Pertnership Interest (Schedule C) (3) q. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ada. Costs/Misc. Expenses (Schedule H) (9) 10. Dab,s/Mortgage Liabilities/Liens (Schedule 1) (10) 11. Total Deductions 12. Net Value of Tax Return · 0i0 2:55;991. · olo · O0 17q~qlq.qiO 1~65q.3:5 .00 (8) 2:5,627.:51 NOTE: To insure proper credit ~o your account, submi~ the upper portion of ~his fore with your ~ax payment. 15. 14. NOTE: 410,060.2(~ 612.52 (11) 2~ .23g .8:5 (1~) :585,820 Charitable/Governmental Beques~cs; Non-elected 9115 Trusts (Schedule J) (15) Ne~ Value of Es~a~e Subject ~o Tax (lq) :If an assessment ~as issued previously, llnes la, 15 and/or 16, 17, reflect f/gures that /nclude the total of ALL returns assessed! to date. ASSESSMENT OF TAX: 1E. Aaoun~ of Line 14 a~ Spousal rata 16. Aeoun~ of Line 14 ~axeble a~ Lineal/Class A rata 17. Aeoun~ of Line 14 a~ Sibling rate 18. Amount of Line 14 ~axable a~ Collateral/Class B ra~a 19. Princi>al Tax Due TAX CREDITS PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID (-) 11-20-200:5 CDO03Z61 526.:52 05-19-200~ CD00:5955 .00 .00 :585,820 1F PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 18 and 19 will (1S) .00 X O0 = .00 (16). :585,820.qq x 045= 17,:561.92 (17). . O0 x 12 : . O0 (18), .00 x 15 : .00 (19)= 17,:561.92 AMOUNT PAID 10,000.00 6,8:55.61 TOTAL TAX CREDZT. 17,:561.9:5 BALANCE OF TAX DUE .01CR INTEREST AND PEN.' .00 TOTAL DUE .01CR ( TF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REI;IUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTRUCTZONS.) RESERVATION: Estates of decedents dying on or before December 1Z, 19BI -- if any future interest in the estate is transferred in possession or enjoyment to Class B [colJateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressZy reserves the right to appraise and assess transfer Inheritance Taxes at the lamful Class B (collateral) rate on any such future interest. PURPOSE OF NOT[CE: PAYNENT: REFUND (CR): OBJECTIONS: ADH[N- ISTRAT[VE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 91401. Detach the top portion of this Notice and submit with your payment to the Register of Hills printed an the reverse side. --Hake check or money order payable to: REGISTER OF NZLLS, AGENT A refund of a tax credit, which was net requested on the Tax Return, may bm requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications arm available at the Office of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-BOO-36Z-Z050~ services for taxpayers with special hearing and ! ar speaking needs: 1-600-447-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, er disallomance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (7171 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. Zf any tax due is paid within three (3) calendar months after the dmcmdent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the 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 is charged beginning mith first day of delinquency, or nine (9) months and one (11 day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (BI) percent per annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after January 1, 198Z will bear interest et a rate mhich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are: Interest Daily interest Daily interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .O00S4B ~'8-1991 Ill .000301 ~ 9Z .O00Z47 19B3 16Z .000438 199Z 92 .000247 ZOO2 6Z .00016~ 1984 llZ .000301 1993-1994 72 .00019Z ZOO5 5Z .000137 1985 13Z .000356 1995-1998 9Z .000Z47 2004 4Z .000110 1986 lOX .000274 1999 7Z .O0019Z 1987 lOX .00027¢ ZOO0 7Z .OOO19Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELTNI~UENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (151 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. REV-1500 EX + (6-00) '* COMMONWE~L TH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 n~\ PD REV..1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -0 3 0 7 5 8 ""'Ci5UtfTY"Ccii5E"'" ----vEAR- - - N'liiER-- ..... Z W o W (J W o DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SHOPP MARY A DA1E OF DEA1H (1)\1>\-DO-Y''''') DATE OF BIRTH (MM-DD-Year) SOCIAL SECURITY NUMBER 2 1 1 - 6 0 - 2 6 3 0 THIS RETURN MUST BE FILED IN DUPLICATE WITH 1HE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ ",_w uflll:: wo" :>:",0 "0.-' 0." < 08/20/2003 03/2011919 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAl) o 1. Original Retum o 4. Limited Eslale D 6. Decedent Died Testate (A\t<lChcopyofWlII) o 9. litigation Proceeds Received IRl 2. Supplemenlal Retum o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Atta1\l:09yofTNit} o 10. Spousal Poverty Credit (dateofdeath betWeen 12-31-91 and 1-1-95) o 3. Remainder Retum (dateofdeathprtorlo12-13-82) o 5. Federal Eslale Tax Retum Requirad _ 8. Tolal Number of Safe Deposit Boxes o 11. Elect"m to tax under Sec. 9113(~)I_hS'h 0) I- Z W C Z o 0. W W '" '" o " THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: N~ME COMPlETE M~ILlNG ~DDRESS HUBERT X. GILROY ESQUIRE 4 NORTH HANOVER STREET FIRM N~ME (If App1<atle) BROUJOS & GILROY P.C. CARLISLE, PA 17013 TELEPHONE NUMBER 717-243-4574 z o ~ < ...l ::;) ..... 0: < u W 0::: 1. Real Estate (Selledule A) (I) 2. Stocks and Bonds (Selledule B) (2) 3. Closely Held CorporaUon, Partnership or Sole-Proprietorship (3) 4. Mortgages & Noles Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. JoinUy Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G Of L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Admin~trative Costs (Schedule H) (9) la. Debts of Decedent, Mortgage Liabiiities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value 01 EslaI. (Une 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts lor wh~h an election to \ax has not been made (Schedule J) 14. Net Value Subjectlo Tax (Une 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES OFFICIAL USE ONLY 246,943.54 · 174,414.40 1,654.33 \. } (8) 423,012.27 '.~~.' 23,627.31 612.52 z o ~ < ..... ::;) 0. :!E o (J >< < ..... 15. Amount of Line 14 taxable at Ihe spousal tax rate, or transfers under Sec. 9116 (8)(1.2) 19. Tax Due X _(15) 398,772.44 X .045 (16) X .12 (17) X .15 (18) (19) (11) (12) (13) 24,239.83 398,772.44 (14) 398,772.44 10. Amount of Line 14 taxable crt lineal rate 17,944_76 17,944.76 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < .::;-.. 17, AmountofUne 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate d . C Add Dece ents omplete ress: STREET ADDRESS . .... 201 CAMPGROUND ROAD CITY I STATE I ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 17,944.76 16 835.61 526.31 Total Credits (A + 8 +C) (2) 17,361.92 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty (0 + E) (3) 4. If Line 2 is 9reaterthan Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 10 requesl a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 00 b. retain the right to designate who shall use the property transferred or its income: ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise for I~e of errher payments, benefits or care? ............................................................. 0 00 2. If death occurred efier December 12, 1982, did decedent transfer property wrrhin one year of death wrrhout receiving adequate consideration?.................................. ............................................................ 0 00 3. Did decedent own an "in trustfo~ or payable upon death bank account or secunty at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annurry, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 00 582.84 582.84 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. SIGNATURE OF PREPARER OTHER THAN REPRESENTATiVE DATE ADDRESS For dates of death on or after July I, 1994 and before January I, 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)]. 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) (i1)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even it the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficianes is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)]. The tax rate impoSed on the net value of transfers to or for the use olthe decedent's sibiings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common wrrh the decedent, whether by blood or adoption. ""~""~",I '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R NT OE OEm ESTATE OF SHOPP MARY A All property jolnlly..wned with right of su..."....hip must be disclosed on Sehedule F. SCHEDULE B STOCKS & BONDS FILE NUMBER 21 03 0758 ITEM NUM8ER 1. DESCRIPTION Norfolk Southern Corporation - 540 - Dated 91511997 - 2 Norfolk Southern Corporation - 270 - Dated 7/2211987 3 M&T Bank Corporation - 2,394 - Dated 10/6/2000 4 Park Place Entertainment - 960 - Dated 21911999 5 Hilton Hotels Corporation - 120 - Dated 7/22/87 6 Hilton Hotels Corporation - 120 - Dated 6/17/88 7 Hilton Hotels Corporation - 720 - Dated 9125/96 VALUE AT DATE OF DEATH 9,865.80 4,932.90 206,985.24 8,668.80 1,769.40 1,769.40 12,952.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is neeoed. insert additional sheets of the same size) 246 943.54 .Ii -0 -)- 1 ')'t; JOHN H. BROUJOS HUBERT X. GILROY BROUJOS & GILROY, P. c. ATrORNEYS AT LAW 4 NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE: (717) 243-4574 FACSIMILE: (717) 243-8227 jbroujos@broujosgilroy.com hgilroy@broujosgilroy.com NON-ToLL FOR HARRISBURG AREA 717-766-1690 April 18, 2005 Glenda F. Strasburgh Register of Wills Cumberland County Courthouse Carlisle, PA 17013 RE: Estate of Mary A. Shopp Dear Glenda: Enclosed for filing in the above estate is an Amended Pennsylvania Inheritance Tax Return along with a check in the amount of $582.84 as payment of additional tax. Sincerely yours, bc cc: David L. Shopp 1 <.'J ',,-:) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1 162 EX(1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT GILROY HUBERT X 4 N HANOVER STREET CARLISLE, PA 17013 -------- lold ESTATE INFORMATION: SSN: 211-60-2630 FILE NUMBER: 2103-0758 DECEDENT NAME: SHOPP MARY A DATE OF PAYMENT: 04/19/2005 POSTMARK DATE: 04/19/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/20/2003 NO. CD 005225 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $582.84 I I I I I I I I TOTAL AMOUNT PAID: $582.84 REMARKS: CHECK# 151 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS RFcnRfll=11 rYT'1f"'': ;'" . ."; If) ,~-~~~.'~ ~ t- ,",' .... t- ' ~\; ~. ~ .#\~t~~\ ~ ~ ~ \,\ f'i'\ ~ "-J' · (J'. ~.\. u.. '{'A- .... 0 :(~, " 03.LlNnO ':1 it i1\ ~ C:" ...0 . t-t-CO --t\f'O it ... 0- to Z005 JUL 12 PH 12: 26 CLERK OF ORPHAN'S COURT Cuu8!=R: ''.!,If)' r.n pA IV1 ~. t h_f._ f, ...... '_.', 4 I' ~ Ol :s ~ ~ ~ tA ~ (t) ~ (/)~ C>>t/)C>>O C_t/).... ,;:=:s~ u..~Oct ~o~n. C",:S ~ c>>G)O~ ~ ~ 0 .f! ""'.- C>>- .00C'; ~&oo u ~ (f) .... .. tlR ~ ~.... g~tn~ \oOol ,.J '" ~ ~ ~~~ o \1l0\1l ~~~ ~ ~';l: \M o ~~ ~ ~~~ 5 ~~ o u ~ ~ (p (1\ \ ('.1 (1i (') (') ..j" PO) ./.4 C) r'" .J.') JOHN H. BROUJOS HUBERT X. GILROY BROUJOS & GILROY, P.C. AlTORNEYS AT LAw 4 NOR'IH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE: (717) 243-4574 FACSIMILE: (717) 243-8227 jbroujos@broujosgilroy.com hgilroy@broujosgilroy.com NON-ToLL FOR HARRISBURG AREA 717-766-1690 July 11,2005 Ms. Glenda Farner-Strasbaugh Register of Wills One Courthouse Square Carlisle, P A 17013 o c: ",~o >":0 iP-o L.~1 ;r 0 ,AJ-~ r- .itA~ N .,-'rJ .~o -0 ~.,'- f1 :2:: ':1) _ Enclosed is a check in the amount of $23.12 as additional payment on Inheljlaftce Ta~n accordance with the enclosed statement. ~ RE: Estate of Mary A. Shopp File No. 21-03-0758 '" <:::::> C'::> c:.n Co- ~ .::0 r-q c") S3 f---f ,'1") . l::J .>;~~ . T'1 .'""f-f c-"5 r-iI :2> i-I Dear Glenda: Sincerely yours, PN Enclosure Cc: Mr. David Shopp ~ BUREAU OF ,dDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAlSE~~~~i~LLOWANCE OR DISALLOWANCE n;:,.Qf",~~urt:r:~'P' AND ASSESSMENT OF TAX !"'-,'Ji0ItH Ur ~ . - ,. REV-1547 EX AFP (06-05) 07-04-2005 SHOPP 08-20-2003 21 03-0758 CUMBERLAND 101 APPEAL DATE: 09-02-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~Y!_~~9~~_!~!~_~!~~______~___~~!~!~_~g~~~_~g~!!g~_~g~_!g~~-~~~g~~~--~-------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARY A FILE NO. 21 03-0758 ACN 101 DATE 07-04-2005 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE 2005 JUL I 2 r ,. , DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN MARY A HUBERT X GILROY ESQ BROUJOS 8 GILROY 4 N HANOVER ST CARLISLE CLERK OF ORPHAN'S COUF; CUlt),..", "JD ".,', IltiC:::"".,,/-',;',J. PA 17013 ESTATE OF SHOPP RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets NO. 01 .00 12,952.00 .00 .00 .00 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 12,952.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax .00 .00 (11) (12) (13) (14) DO 12,952.00 .00 398,772.44 NOTE: I~ an assessment was issued previOUSly, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = 398,772.44 X 045 = .00 X 12 = .00 X 15 = (19)= .00 17 ,944.76 .00 .00 17,944.76 tV I+J AMOUNT PAID ..~~ 0 DATE NUMBER INTEREST/PEN PAID (-) Rt~~\' 11-20-2003 CD003261 526.32 10,000.00 05-19-2004 CD003955 .00 6,835.61 UJ~\ ~ 04-19-2005 CD005225 .01- 582.84 BALANCE OF UNPAID INTEREST/PENALTV AS OF 04-20-2005 TOTAL TAX CREDIT 17,944.76 BALANCE OF TAX DUE .00 INTEREST AND PEN. .~ ,- TOTAL DUE l 23.~ - . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, 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.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): DBJECTIDNS: ADMIN- ISTRATIVE CDRRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates Df decedents dying Dn Dr befDre December 12, 1982 -- if any future interest in the estate is transferred in pDssessiDn Dr enjDyment tD Class B (cDllateral) beneficiaries Df the decedent after the expiratiDn Df any estate fDr life Dr fDr years, the CDmmDnwealth hereby expressly reserves the right tD appraise and assess transfer Inheritance Taxes at the lawful Class B (cDllateral) rate Dn any such future interest. TD fulfill the requirements Df SectiDn 2140 Df the Inheritance and Estate Tax Act, Act 23 Df 2000. (72 P.S. SectiDn 9140), Detach the tDP pDrtiDn Df this NDtice and submit with YDUr payment tD the Register Df Wills printed Dn the reverse side. --Make check Dr money Drder payable tD: REGISTER OF WILLS, AGENT. Failure tD pay the tax, interest, and penalty due may result in the filing Df a lien Df recDrd in the apprDpriate cDunty, Dr the issuance Df an Orphan's CDurt citatiDn. A refund Df a tax credit, which was nDt requested Dn the Tax Return, may be requested by completing an "ApplicatiDn fDr Refund Df Pennsylvania Inheritance and Estate Tax" (REV-1313). ApplicatiDns are available Dnline at www.revenue.state.oa.us. any Register Df Wills or Revenue District Office, Dr frDm the Department's 24-hDur answering service fDr fDrms Drders: 1-800-362-2050; services fDr taxpayers with special hearing and/Dr speaking needs: 1-800-447-3020 (TT Dnly). Any party in interest nDt satisfied with the appraisement, allowance Dr disallDwance Df deductiDns Dr assessment Df tax (including discDunt Dr interest) as shDwn Dn this NDtice may Dbject within 60 days Df the date Df receipt Df this nDtice by filing Dne Df the fDIIDwing: A) PrDtest tD the PA Department Df Revenue, BDard Df Appeals. YDU may Dbject by filing a prDtest Dnline at www.bDardDfaooeals.state.oa.us Dn Dr befDre the expiratiDn Df the sixty-day appeal periDd. In Drder fDr an electrDnic prDtest tD be valid, YDU must receive a cDnfirmatiDn number and processed date frDm the BDard Df Appeals website. YDU may alsD send a written prDtest tD PA Department Df Revenue, Board Df Appeals P.O. BDx 281021, Harrisburg, PA 17128-1021. PetitiDns may nDt be faxed. B) ElectiDn tD have the matter determined at the audit Df the accDunt Df the persDnal representative. C) Appeal tD the Orphans' CDurt. Factual errDrs discDvered Dn this assessment shDuld be addressed in writing tD: PA Department Df Revenue, Bureau Df Individual Taxes, ATTN: PDSt Assessment Review Unit, P.O. BDx 280601, Harrisburg, PA 17128-0601 PhDne (717) 787-6505. See page 3 Df the bDDklet "InstructiDns fDr Inheritance Tax Return fDr a Resident Decedent" (REV-1501) fDr an explanatiDn Df administratively cDrrectable errDrs. If any tax due is paid within three (3) calendar mDnths after the decedent's death, a five percent (570) discDunt Df the tax paid is allDwed. The 1570 tax amnesty nDn-participatiDn penalty is cDmputed Dn the tDtal Df the tax and interest assessed, and nDt paid befDre January 18, 1996, the first day after the end Df the tax amnesty periDd. This nDn-participation penalty is appealable in the same manner and in the the same time periDd as YDU wDuld appeal the tax and interest that has been assessed as indicated Dn this nDtice. Interest is charged beginning with first day Df delinquency, Dr nine (9) mDnths and Dne (1) day frDm the date Df death, tD the date Df payment. Taxes which became delinquent befDre January 1, 1982 bear interest at the rate Df six (670) percent per annum calculated at a daily rate Df .000164. All taxes which became delinquent Dn and after January 1, 1982 will bear interest at a rate which will vary frDm calendar year tD calendar year with that rate annDunced by the PA Department Df Revenue. The applicable interest rates fDr 1982 thrDugh 2005 are: Interest Daily Interest Daily Interest Rate FactDr Year Rate FactDr Year Rate zor- ~ I9ii"8-1991 ~:iiD"ii!'6T' !Dol ~ 1670 .000438 1992 970 .000247 2002 670 H% .000301 1993-1994 n .000192 2003 570 1370 .000356 1995-1998 970 .000247 2004 470 1070 .000274 1999 n .000192 2005 570 970 .000247 2000 870 .000219 Year ~ 1983 1984 1985 1986 1987 Daily FactDr . 'iiiiiiZ4T'" .000164 .000137 .000Ho .000137 --Interest is calculated as fDIIDws: INTEREST BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any NDtice issued after the tax becDmes delinquent will reflect an interest calculatiDn tD fifteen (15) days beYDnd the date Df the assessment. If payment is made after the interest cDmputatiDn date shDwn Dn the NDtice, additiDnal interest must be calculated. j.-' REV-1470 EX (8-3\) ~ .. INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER Shopp. Mary A. REVIEWED BY ACN 2103-0758 101 Daniel Heck ITEM SCHEDULE NO. EXPLANATION OF CHANGES B Accepted additional assets. ,. ORIGINAL Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT GILROY HUBERT X 4 N HANOVER STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 211-60-2630 FILE NUMBER: 2103-0758 DECEDENT NAME: SHOPP MARY A DATE OF PAYMENT: 07/12/2005 POSTMARK DATE: 07/11/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/20/2003 NO. CD 005551 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $23.12 I I I I I I I I TOTAL AMOUNT PAID: $23.12 REMARKS: CHECK#157 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS . a \ - ~oo3 -07'5"? ESTATE OF MARY A. SHOPP ESTATE SETTLEMENT AGREEMENT THIS AGREEMENT, madc this 22nd day of June, 2005, bctween David L. Shopp, Executor of the Estate of Mary A. Shopp (Executor), and David L. Shopp (in his individual capacity), Roy C. Shopp and Carolyn A. Orris (collcctively referred to hereinafter as the "Beneficiaries"). WITNESSETH WHEREAS, Mary A. Shopp (Decedent) died on August 20, 2003; and .\:. ." WHEREAS, pursuant to the Will of the Decedent dated April 2, 2002, a copy of which is attached hereto and marked Exhibit "A", David L. Shopp was appointed Executor of the Decedent's Estate by the Cumberland County Register of Wills by appropriate action of thc Register of Wills on September 16, 2003 and docketed at No: 21-03-0758; and WHEREAS, the Executor has truly and appl"Opriately administered the Estate of the Decedent; and WHEREAS, the Executor has filed the appropriate Pennsylvania Inheritance Tax Return for the Estate and the Return has been audited with a determination being issued by the Pennsylvania Department of Revenue. ~ccepting the Return as filed; and , ' c> " u~, . c. c [) - , . ~~) '( WHEREAS, the Executor has filed the appropriate Pennsylvania and }<'ederal Income Tax Returns for the Estate; and \J"l co"J (::1 WHE:REAS, the Executor has accomplished the payment of all obligations owing on ,:::. the' Decedent's Estate, except for miscellaneous obligations as forth below; and c-- - . f'(~~: '_ c,.' c C c:',. L.. e::1, C(wHIj',REAS, the Executor provided the opportunity to all Beneficiaries to examine ~~ll r~'Cqrds of the Dccedent in the possession of the Executor and to examine all ~cordsCOf(tbe Estate; and \....' .-- C;:"l WHEREAS, the Executor has made various partial distributions to the Beneficiaries; and ~ : WHEREAS, the Executor is prepared to achieve the final distribution of the Decedent's Estate subject to the reserve as set forth below; and WHEREAS, the Executor and all Beneficiaries desire that the administration of the Estate of the Decedent be terminated without the expense and delay of a court accounting and the Parties are willing to enter into this Estate Settlement Agreement in order to expedite the conclusion of the Estate; and WHEREAS, after the payment of various bills and after the advanced distribution to the Beneficiaries, the Executor holds on behalf of the Estate the approximate sum of $128,500.00; and WHEREAS, the Executor desires to make a distribution to the Beneficiaries, pay attorney's fees owing, retain certain funds in order to finalize any tax returns and any other miscellaneous obligations that may accrue, with the retained funds to be distributed to the Beneficiaries at a later date upon the filing of a Final Tax Return of the Estate. NOW, THEREFORE, the parties in consideration of their mutual covenants herein expressed and intending to be legally bound hereby, agree as follows: 1 The above-named Beneficiaries hereby waive the filing of a Formal Accounting and Schedule of Distribution in the Estate of the Decedent. 2 The parties acknowledge that they have been provided with an opportunity to examine all paperwork and accounting of all expenses and revenues from the Estate of the Decedent. 3 The parties acknowledge that an Amended Income Tax Return has been filed for the Estate of the Decedent which results in the Beneficiaries receiving some income on a pass-through from the Estate and may result in the Beneficiaries being required to file an Amended Personal Income Tax Return for 2004. 4 The parties acknowledge that the Executor is authorized to pay the firm of Broujos & Gilroy, P.C. reimbursement for costs expended in connection with administration of the Estate in the amount of $648.28 and to pay the firm of Broujos & Gilroy, P.c. legal fees in the amount of $14,000.00. 2 " 5 The parties agree upon the signing of this Agreement by all Beneficiaries and by the Executor that the Executor shall distribute the following sums to the following named Beneficiaries: Name Amount David L. Shopp $33,000.00 Roy C. Shopp $33,000.00 Carolyn A. Orris $33,000.00 6 The parties agree that the Executor shall hold the remaining monies in the Estate of the Decedent for payment of any additional income taxes and miscellaneous expenses as set forth above. Upon the final payment of all income tax owing and accounting bills in connection with the filing of income tax returns, the parties agree that the Executor shall distribute all remaining assets in proportionate shares among the Beneficiaries as follows: David L. Shopp 33.3% Roy C. Shopp 33.3% Carolyn A. Orris 33.3% 7 The parties hereby forever release, compromise, settle and discharge any and all claims, demands, actions or causes of actions, legal or equitable, absolute or contingent which any of them may have against any other party hereto or against the Estate of Mary A. Shopp or its Executor, David L. Shopp, by reason of any matter or thing growing out of or relating to any property or assets of said Estate, or growing out of or relating to any act of the Executor in the administration of the Estate. This Release shall release the Executor from all liabilities, whether due to his negligence or otherwise, which he may have by reason of his administration of the Estate. This Release, however, shall not release the Executor from any claims relating to fraud or claims relating to any willful action of the Executor in failing to disclose or account for assets of the Estate which the Executor may have received. Furthermore, this Release shall not be binding until signing of this Agreement by the Executor and all named Beneficiaries. 3 ! . 8 Each party acknowledges that he/she may present this Agreement to their own private attorney for legal advice if such parties desire such individual legal advice. 9 The parties agree that this Agreement shall be binding upon themselves, their successors, assigns and personal representatives. IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the day and year first above written. WITNESS: ESTATE OF MARY L. SHOrr 9}-~.x.~ ~ David L. Shopp, Execu 0 R~d.A~ () /J /1 I.lJ~ - - tJ, ~ c~ 4 .' Register of Wills of Cumberland County Name of Decedent: A It(;\, 7 STATUS REPORT UNDER RULE 6.12 ~ u rtrr A- Date of Death: Estate No.: 2W1 ()o,s-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: 1. State ~~er administration of the estate is complete: Yes Er No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the persona14esentative state an account informally to the parties in interest? Y es ~ -,-- No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orpha s' Court and may be attached to this report. ("''"') 1 Signature Hubert K. Broujos Name 4 N. Hanover Carlisle, PA Address Esquire P.C. Date: 8/2/2005 t.r') (~') c.; Street 17013 ~', C,-. '. LC-)-: ,~ E\~- C.' .- c> 717-243-4574 Telephone No. '{?, c:;:-' ("-.t Capacity: O'yersonal Representative l0' Counsel for personal representative ~ '""'....~~...... rn-'('li - r BUREAU OF INDIVIDU".~U',~;S.-=U \)-1-\,,:::: C>- INHERITANCE TAX DIVISIDN_.:, (, ,,~-nr ' PO BDX 280601:-," :~--, ' HARRISBURG PA 171Z8-0601 " - . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE I:NHERI:TANCE TAX STATEMENT OF ACCOUNT *' REY-1607 EX AFP (03-05) '-:'T DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-08-2005 SHOPP 08-20-2003 21 03-0758 CUMBERLAND 101 /mount Rellitted MARY A 7fD; .~!:r: I '" p~' \- 07 ...'~, '^.' . 1 _ 'n' I c.: l ~. I. ':0'( HUBERT ~.'~ILROY ESQ BROUJOS & GILROY 4 N HANOVER ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this for.. with your tax payment. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS - --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~.~ ESTATE OF SHOPP MARY A FILE NO.21 03-0758 ACN 101 DATE 08-08-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 07-04-2005 PRINCIPAL TAX DUE: 17 , 944.76 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-20-2003 CD003261 526.32 10,000.00 05-19-2004 CD003955 .00 6,835.61 04-19-2005 CD005225 .01- 582.84 07-11-2005 CD005551 23.12- 23.12 TOTAL TAX CREDIT 17,944.76 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, ND PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A nCREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I q.::=,\i- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/27/2005 GILROY HUBERT X 4 N HANOVER STREET CARLISLE, PA 17013 RE: Estate of SHOPP MARY A File Number: 2003-00758 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/20/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge cJ1\ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF ~ti"ILLS OF ~ ;; ~, ~ ~.r~ ~ ar~e~ COU~iTY, PENNSY"L~'~NIA game ~f D~ced;,r..: r Date o f Death: ~` ~ q ~ ~(~ ~ ~ ~~ 5 Fire Number: 1 G Q ,°~ ~ ~ ~J "~ ~ ;~ 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: 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: ^ No c. Did the personal representative state an account informally to the parties in interest? ............................... Yes ^No d. Cep ies of receipts, releases,;ainder~ and annrovals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. Dnte !}~l~^l 1 p7~ ~ d ~.2 .;~ t =-- 1-~ c•, --'' Q ~. - o - _ _ -_ 1 _ y,_ ..ice Q- ___ °'TL ,_L~ f...L_ e: .~ L~ U Signature ojPer n Fi 'rig this Form Capacity: Persona] Representative ^Counsel S~,-~I .Y~.~, ~ r~ v~:.K~~x~ b ~~~ Nnrne ojPerson Firing this Form ! C ~ - a~td,-ess ~ ~ K~.s ~ ~~ ~~- ~~' f~ 1 •~ ~7 Telephone r~ Fornt RW-!0 rev. 10.13.06 ! ~'