HomeMy WebLinkAbout03-0445PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Anne E. Countryman No.
also known as To:
Deceased.
Social Security No. 16 8 - 16 - 0 4 ~ 9
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who ~/are 18 years of age or older an the execut, r ices
in the last will of the above decedent, dated Ma y 13, 2 0 0 3
and codicil(s) dated none
in the
named
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumber i and County, Pennsylvania, with
her last family or principal residence at 36 Carlton Avenue, Carlisle,
South Middleton Township, Cumberland County, Pennsylvania
(list street, number and muncipality)
Decendent, then 81 years of age, died May 24, 2003 ,3~1S
at 36 Carlton Avenue, Carlxsle, Pennsylvania 17013 '
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:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ |tqhOOO, OO
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 15 0 t 0 0 0.0 0
situated as follows: 36 Carlton Avenue, Carlisle, South Middleton
Township, Cumberland County, Pennsylvania 17013
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
~= Linda haro
'~.~_ 9819 Limoqes Drivo
~'= Fairfax, VA 22032
._~
Ph%llis ~.' Nornhold
5 Butternut Lane
Mechanicsburq, PA 17055
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA '1
COUNTY OF Cumberland y 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 petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this ~L~, 7~' day of
No. ~/-o,~ - q' ~/~-
Estate of Anne E. Countryman
,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~/q6/ <~0 ~,~D~, 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 13, 2003
described therein be admitted to probate and filed of record as the last will of
Anne E. Countryman ;
and Letters Testamentary
- ~X'Shar° and Phyllis~. Nornhold
toLinda
hereby
granted
are
FEES
Probate, Letters, Etc .......... $~~
Short~rtificates( ) .......... $ /,L'7~o
Renunciation ................ $
TOTAL __ $ c,2.~,,~, 0<')
Filed . .~.~t(/..,~..o.,. ~0.~. ............
David A. Baric, Esquire
44853
ATTORNEY (Sup. Ct. I.D. No.)
17 West South Street
Carlisle ADDRESS PA 17013
(717) 249-6873
PHONE
105.805 REV 9/86
This is to certify that the information here given is correctly copied fi'om an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
I/VARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9283742
No.
COMMONWEALTH OF PENNSYLVANIA OF HEALTH * VITAl. RECORDS
CERTIFICATE OF DEATH
MAY 2 7 2003
Date
,. .An,, ~. Count*yman I..F~ma~e L ~6~ _ 76 _04~9 1. May
~N~ ~--- ' I ~ le. I~~&~ [~ I ~ ' ::::'-- ~
~ Cumb r~ ' ~ ~"~
~ t and ~.South Mrdd~eton ~ 36 Carrion Ave. ~.~ .... '
B ~ ~- .... ~-, I I"~ ~I~_~~- I ~~. I
~ 36 Car~t0n Ave I:~ .....,. Pennsy~vanra ~ ,,..~,~ South Mgdd~eton
,,. Georgt Ztnuch
~,. Anna Kurtz
l,,. Hot~lnger Crematory l,,~t. Hotly Sprgngs, PAt 7065
Of
Anne E. Countryman
I, ANNE E. COUNTRYMAN, of Cumberland County, Pennsylvania, being of
sound and disposing mind, rh~emory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby revoking all other wills and
codicils heretofore made by me.
Item One: I direct the payment of my debts and the expenses of my last illness
and funeral from my estate as soon after my death as conveniently may be done.
I wish to be cremated and my ashes to be disposed of by my personal
representative as he shall determine appropriate.
Item Two: All the rest, residue and remainder of my estate, real, personal or
mixed wherever situate, I give, devise and bequeath unto my four (4) children; CAROL
MURPHY, LINDA SHARO, PHYLLIS NORNHOLD and JANE WRIGHT, in equal shares,
per stirpes.
Item Three: I nominate, constitute and appoint PHYLLIS NORNHOLD and LINDA
SHARO, Executrices of this my Last Will and Testament. I relieve my personal
representatives from the necessity of posting security in connection with their duties as
such in any jurisdiction in which they may be called upon to act insofar as I am able by law
to do so.
Item Four: In addition to the powers conferred by law, I authorize my Executrices
in their absolute discretion:
A. To retain in the form received, and to sell either at public or private sale
any real or personal property.
B. To manage real estate.
C. To invest and reinvest in all forms of property without being confined to
legal investments, and without regard to the principal of diversification.
D. To exercise any option or rights arising from ownership of investments.
E. To compromise claims without court approval, and without the consent
of any beneficiary.
2
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of three (3) typewritten pages, the firs~page~which bears
my signature in the margin for the purpose of identification, this the 13th day of May, 2005.
ANNE E. COUNTRYMAN
Signed, sealed, published and declared by the above named testatrix Anne E.
Countryman, as and for her Last Will and Testament, in the presence of us, who, at her
request, in her sight and presence, and in the sight and presence of each other, have
hereunto subscribed ~s
as witnesses.
ADDRESS ~'~/ ~~::~')~,~ ~"~ /70/'5
3
COMMONWEALTH Of PENNSYLVANIA
COUNTY OF CUMBERLAND
We, Anne E. Countryman ]..~VIC~ ~-. ~-/-/C and ',..J'C~F~17~-c r" -~. LJ ~'~-~
the testatrix 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 testatrix signed and executed the instrument of her Last Will, and that she signed
willingly and that she executed as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the testatrix,
signed the Will as witnesses, and that to the best of their knowledge, the testatrix was at
the time eighteen (18) years of age or older, of sound mind and under no constraint or
undue influence.
Sworn to and subscribed before me
this 13th day of May, 2003.
4
'03 ~¥ 30 &tl
ANNE E. COUNTRYMAN
LA~ OFFICES
O'BRIEN BARIg & SgltERER
17 '~EST SOUTH 5TI~ET
CARLISLE, PENNSYLVANIA 17013
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Anne E. Countryman c21-03-Mq._~
Date of Death: May 24, 2003
To the Register:
I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on June 3, 2003.
Name Address
Carol Murphy 100 North Cervidad Drive, Apopka, Florida 32703
Linda K. Sharo 9819 Limoges Drive, Fairfax, Virginia 22032
Phyllis M. Nornhold 5 Butternut Lane, Mechanicsburg, Pennsylvania 17055
Jane Wright 2706 Summit Court, Urbana, Illinois 61802
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: none.
Date: June 3, 2003
David A. Baric, Esquire
O'Brien, Baric & Scherer
17 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
Capacity:
__ Personal Representative
x Counsel for Personal Representative
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 002911
BARIC DAVID A ESQ
17 WEST SOUTH ST
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 168-16-0459
FILE NUMBER: 2103-0445
DECEDENT NAME: COUNTRYMAN ANNE E
DATE OF PAYMENT: 08/15/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/24/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $5,148.00
REMARKS:
TOTAL AMOUNT PAID:
RECEIVED OF PHYLLIS NORNHOLD
$ 5,148.00
SEAL
CHECK# 109
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
· Evq,~o0 Ex !6-~o/
' ~3OMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
I-
Z
I11
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFF!CIA, LS~ ONt.Y
FILE NUMBER
2 1 _03 0 04 45
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
168 _ 16 _ 0459
uJ
UJ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C3 None _ _
UJ
0
DEC~ENT'S~AME(LAST,FIRST,~NDMIDDL~INITIAL)
3~EOFDE~H(MM-DD-YEAR) D~EOFBIRTH(MM-DD-YEAR)
May 24, 2003 July 6, 1921
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
r,~l. Original Return
J---] 4. Limited Estate
I~16, Decedent Died Testate (Attach copy of Will)
I---] 9. Litigation Proceeds Received
[~2. Supplemental Return
r-~ 4a. Future Interest Compromise (date of death after 12-12-82)
[~7. 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)
] 3. Remainder Return (date of death prior to 12-13-82)
[~5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
r--] 11. Election to tax under Sec. 9113(A) (Attach Sch O)
NAME David A. Baric, Esquire
FIRMN~,~h, Baric & Scherer
TELEPHONE NUMBER
(717) 249-6873
COMPLETE MAILING ADDRESS
17 West South Street
Carlisle, Pennsylvania
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)
J-~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
9.
14.
115,178.12
14,756.04
Total Gross Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11)
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
24,906.03
129,934.16
¢1) 24,906.03
(12) 105,028.13
(13)
(14)
105,028.13
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.
Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
x .o_ Cs)
105,028.13 .0~_~
x (16)
4,726.27
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
4,726.27
19. Tax Due (19)
Decedent's Complete Address:
STREET ADDRESS 36 Carlton Avenue
Carlisle STATE PA ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
b,14~.00
257.40
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )
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
(1) 4,726.27
(3)
(4)
5,405.40
679.13
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 + SA. This is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPON,~IBLE FOR FILING RETURN
ADD,.RSS~_~.~) ~/~ uny±lis Nornno±Q, Executrix
5-~B-utternut Lane, ~4gchanicsburg, Pennsylvania
SIGN~F P R E'PARI~ ~TBL~I'I'H/~I~/'/R'"~ESENTATIVE
17055
Esquire
ADDRESS
17 West South Street, Carlisle, Pennsylvania 17013
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. {}9116 (a) (1.1) (i)].
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
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 paten
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 a;
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV. 1502 EX+ (12-85)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Anne E. Countryman 21-03-00445
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value
which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled
to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM
NUMBER DESCRIPTION
1.
36 Carlton Avenue
Carlisle, Pennsylvania 17013
HUD-1 Settlement Statement attached
TOTAL (Also enter on line 1, Recapitulation)
VALUE AT DATE
OF DEATH
$115,178.12
115,178.12
$
(If more space is needed, insert additional sheets of same size.)
REV-1808 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anne
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
E. Countryman
FILE NUMBER
21-03-00445
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
Citizens Bank
Savings Acct. ~ 6140-174961
Citizens Bank
Certificate Of Deposit ~ 6140-889308
Citizens Bank
Certificate Of Deposit ~ 6140-889340
Citizens Bank
Checking Acct· ~ 6100728404
Personalty
(appraisal attached)
$ 658.76
$1,001.43
$2,002.93
$9,495.92
$1,597.00
TOTAL (Also enter on line 5, Recapitulation) $ 14,756.04
(If more space is needed, insert additional sheets of the same size)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER 21-03-00445
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
ao
1.
2.
3.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
DESCRIPTION
FUNE~LEXPENSES:
Hollinger Funeral Home
Sunset Memorial Garden
Headstone
Interment
ADMINISTRATIVE COSTS:
Pemonal Representative's Comm~ions
Name of Pe~onal Representalive ($) Phyllis Nornhold & Linda Sharo
Social Security Number(s) I EIN Number of Pemonal Representative(s)
StreetAddmss 5 Butternut Lane
C~ Mechanicsburg sm
2003
Year(s) Commission Paid:
AltomeyFees O'Brien, Baric & Scherer
Family Exemption: (If decedent's address is not 5~e same as claimant's, attach explanation)
None
Claimant
Street Address
C~
Relationship of Claimant to Decedent
Pmbate Fees Register Of
Wills
State Zip
Accountant's Fees
Tax Return Prepamr's Fees
Trash Hauling
Trim painting, SHN Contracting
Lawn mowing
PP&L
Carlisle Regional Medical Center
Yellow Breeches Family Practice
Sprint
Comcast Cable
State Farm (homeowners insurance)
Aero Energy
Andona Radiology Assoc~
TOTAL (Also enter oe line 9, Recapitulation)
AMOUNT
$2,462.20
$ 605.00
$1,901.00
$6,947.00
$6,947.00
$ 269.00
$ 225.00
$1,300.00
$ 300.00
$ 255.61
$ 54.68
$ 46.81
$ 374.66
$ 2.70
415.00
386.43
$ 54.14
24,906.03
$
(If more space is needed, insert additional sheets of the same size)
Estate of Anne E. Countryman
File Number 21-03-00445
Schedule H-Funeral Expenses and Administrative Costs
18.
19.
20.
21.
22.
23.
24.
Philip Carey, M.D.
South Middleton Municipal Authority
IBIS Appraisal Services (personalty)
Royers Gulf (inspection/repair)
Judy Campbell (real property tax)
The Sentinel (legal advertisement)
Cumberland Law Journal
$ 29.73
$ 198.00
$ 45.00
$ 173.90
$1,684.76
$ 153.41
$ 75.00
¢~EV-1513 EX · (I-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE
OF
Anne E. Countryman
SCHEDULE J
BENEFICIARIES
FILE NUMBER 21-03-00445
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
Il.
TAxABLEDISTRIBUTIONS(includeoutdghts~usaldistfibutions)
Carol Murphy
100 North Cervidad
Apopka, Florida 32703
Linda K. Sharo
9819 Limoges Drive
Fairfax, Virginia
Phyllis M. Nornhold
5 Butternut Lane
Mechanicsburg, Pennsylvania
Jane%Wright
2706 Summit Court
Urbana, Illinois 61802
daughter
daughter
17055
daughter
daughter
1/4 of rest,
residue and
remainder
1/4 of rest,
residue and
remainder
1/4 of rest,
residue and
remainder
1/4 of rest,
residue and
remainder
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
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)
I
Of
Anne E. Countryman
I, ANNE E. COUNTRYMAN, of Cumberland County, Pennsylvania, being of
sound and disposing mind, rh~emory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby revoking all other wills and
codicils heretofore made by me.
Item One: I direct the payment of my debts and the expenses of my last illness
and funeral from my estate as soon after my death as conveniently may be done.
I wish to be cremated and my ashes to be disposed of by my personal
representative as he shall determine appropriate.
Item Two: All the rest, residue and remainder of my estate, real, personal or
mixed wherever situate, I give, devise and bequeath unto my four (4) children; CAROL
MURPHY, LINDA SHARO, PHYLLIS NORNHOLD and JANE WRIGHT, in equal shares,
per stirpes.
Item Three: I nominate, constitute and appoint PHYLLIS NORNHOLD and LINDA
SHARO, Executrices of this my Last Will and Testament. I relieve my personal
representatives from the necessity of posting security in connection with their duties as
such in any jurisdiction in which they may be called upon to act insofar as I am able by law
to do so.
Item Four: In addition to the powers conferred by law, I authorize my Executrices
in their absolute discretion:
A. To retain in the form received, and to sell either at public or private sale
any real or personal property.
B. To manage real estate.
C. To invest and reinvest in all forms of property without being confined to
legal investments, and without regard to the principal of diversification.
D. To exercise any option or rights arising from ownership of investments.
E. To compromise claims without court approval, and without the consent
of any beneficiary.
2
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consistin9 of three (3) typewritten pages, ~he'firs~page~which bears
my signature in the margin for the purpose of identification, this the 13th day of May, 2003.
ANNE E. COUNTRYMAN
Signed, sealed, published and declared by the above named testatrix Anne E.
Countryman, as and for her Last Will and Testament, in the presence of us, who, at her
request, in her sight and presence, and in the sight and presence of each other, have
hereunto subscribed ~s
as witnesses.
ADDRESS k.~/ ~~J'~-) ~,~ (J~ /'7022
3
COMMONWEALTH Of PENNSYLVANIA
COUNTY Of CUMBERLAND
We, Anne E. Countryman L~VIcJ
the testatrix 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 testatrix signed and executed the instrument of her Last Will, and that she signed
willingly and that she executed as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the testatrix,
signed the Will as witnesses, and that to the best of their knowledge, the testatrix was at
the time eighteen (18) years of age or older, of sound mind and under no constraint or
undueinfluence.
Sworn to and subscribed before me
this 13th day of May, 2003.
OMB NO. 2502-0265
B. TYPE OF LOAN:
A. 1.OFHA 2.OFmHA 3.[~}CONV. UNINS. 4.OVA 5.E}CONV. INS.
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 6. FILE NUMBER: I 7. LOAN NUMBER:
3373.1 047174073
SETI'LEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER:
C.NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid lo and by the settlement agent am shown.
Items ma~ed '[POC]' were paid outside the closing: they are shown here for informational purpOSeS and are not included in the totals.
F. NAME AND ADDRESS OF LENDER:
D. dAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER:
Estate of Anne E. Countryman America's Wholesale Lender
Paul R. Ranck PO Box 10266
126Beech Sb'eet 36 Carlton Avenue
Carlisle, PA 17013 Van Nuys, CA 91410-0266
Carlisle, PA 17013
~ I. SETTLEMENT DATE:
G. PROPERTY LOCATION: H. SE'I-i'LEMENT AGENT: 26-0007758
36 Carlton Avenue Hanft & Knight, P.C. December 19, 2003
Carlisle, PA 17013 "'.
PLACE OF SE~i'LEMENT
Cumberland County, Pennsylvania
19 Brookwoud Avenue, Suite 106
Carlisle. PA 17013-9142
~WER'S TRAN~CT]O~'~~ K. SUM~RANSACTION
400. GROSS AMOUNT DUETOSELLER: 129.000.00
100. GROS~J~~~ 129,000.00 401. Con~'act Sales Price
101. Contrect Sales Price 402. Personal Propen~
102. Personal Pro~ert¥
103. Sa~ement Char~es to Borrower (Line 1400) I 6 420.2~ 403.
404. --
104. 405.
105. Adjustments For Items Paid By Seller in advance 10.51
Adjustments For Items Paid By Seller in advance
106~ Count~rwpTaxes 12/20/03 to 0110.1104 t 10.51 406. Count~/TwpTaxes 12/20/03 to 01101104
107. School Taxes 12/20/03 to 07101104 893.01 407. S choolTaxes 12/20/03 to 07101/04 893.01
108. Assessments to "' 408. Assessments to
409.
,109. ~10.
110. 4tl.
111. ~12.
112. I 129.903.52
120. GROSS AMOUNT DUE FROM BORROWER 136,323.77420. GROSS AMOUNT DUE TO SELLER
200. AMOUNTS PAJD BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO
1,500.00 501. Exce?~ Deposit ISae Instmcfionsl
201. Deposit or earnest money I 10,855.40
202. Principal Amount of New Loan(s) 125,130.00502. Se~ement Char~jes to Seller (Line 1400)
203. ExistincJ loan[s) taken subject to 503. ExistJn~ loan(s} taken subiect to
504. PanDit of first Mortgage
204. 505. Payoff o! second Mortgage
205. 506.
206. 507. [Deposit dish. as proceeds} 3,870.00
207. 3.870.00 508. Seller Assist
208. Seller Assist 509.
Adjustments For Items Unpaid By Seller
209' Adjustments For Items Unpaid By Seller 510. Count¥/Twp Taxes to --
210. County/Twp Taxes to 511. School Taxes to --
211. School Taxes 1o to
212. Assessments to 512. Assessments
513.
213. 514.
214. 515.
215. 516.
216. 517.
217, [ 518~
219. 14,725.40
220. TOTAL PAID BY/FOR BORROWER 130,500.00 520. TOTAL REOUCTION AMOUNT DUE SELLER
~00. CASH AT SETi'LEMENT TO/FROM SELLER:
300. CASH AT SETI'LEMENT FROM/TO BORROWER: I 129.903152
301. Gross Amount Due From Borrower (Line 120) [ 136.323.77 601. Gross Amount Due To Seller [Line 420)
302. Less Amount Paid By/Fo~ Borrower (Line 220) ( 130,500.0(.i 602. Less Reductions Due Seller (Line 520) ( 14,725.4(
303. CASH( X FROM)( TO)BORROWER I 5,823.77 603. CASH( X T_.O)( FROM)SELLER I 115,178.12
The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any a .
Borrower Estate ~ Anne E. Country~
Ranck i-
L. Sk liLEMENT CHARGES
7,740.00 e~ao FaO~ p~uo Feo~
700. TOTAL COMMISSION Based on Price $ ~ %
~wss"al, Group
701. $ 3,895.00
~ to ~ghen Realtors
~tUement
7~.~cUon Fees ~hen Realtors
800. ITEMS PAY=,E I. CO..EC~O._~T" LO._~
802. Loan Discount % to
heck Fee ~ Flood
to ~ax Semice
~ Fee ~ale tender
to Commo.w.,~und!n ~_ .... !nc.
~ Commonwealth Funding Group, Inc.
~ Commonwealth Funding Group, Inc.
· to Commonwealth Funding Group, Inc.
'f' Commonwealth Funding Group__: Inc.
507. Appraisal Fee
~tJon Fee
~g Fee
~y tender
900. iTEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Inlerest From 12/22/03 to 01/01104 ', O $ 22.280000/day ( 10 day.__._~s
~nce-~mium for . mo n-'t~
903. Haza_.___~__~ Insurance Premium for ~o Stale Farm Insurance Com...~.~y.
905.
'~0. RESERVES DEPOSiTED WITH tENDER
"~'001. Hazard insurance 3.000 months$ 29.67 r month
~ 1.000 months$ 109.49monlh
1002. Mona e thsurance
~axes 11.000 months $ 26,64r month
7.000 months- $ 140.40 er month
1004.___:SchoolTaxes months ~} $ per month
1005. Assessments mon--...~--~-~ $ ~per month
~ent months $,.~.,_.~..,.~eet month
110o. TiTLE CHARGES
1101. Abstract o~' Titte Search_ to
~ Settlement or Closing Fee to POC
to O'Btien, Badc~& Sherer
1103. Document Pre arafion
~Fee to Nota~
1106. ORS I. ien__.~~arches to
1107. 'lqUe Binder Fee to ~
above item numbers:
1108. T[tte thsurance to LTIC/Hanft & Kni ht P.C. ~
item numbers:
1109. Lender's Coverage
~ge
~ E ndorsements-'~'~'0~/-'~-00/8.1
~ Service Letter
~251,3C
%)
-343.94L
I 003.75
~ 130.00
~----q~.0oo.oo
to LTIC/Hanft & Kmght~P.C.
to Lawyers Ti~0rporalion
'?-;13.
1'--200. GOVERNMENT RECORDING AND TRANSFER CHARGES
~thg Fees: Deed $ 38.50; Mortgage $ 64.50; Releases $
~ Tax/Stare s: Deed 1,~.~- Mo~
203. State TaxJStam s: Revenue Stamps 1,290~
204.._~.__
205.
~ ~o.,o. AL S~LEME,T C.*"GES
~302. Pest ~ns _?.._ ~o
t303~)verd Itt Ma_il Fee_ . __ ns,,,, ~ ....... ~ '-' 008078
1305. See additl disb. exhibit to
2.00
88.00
1,735.40
10,855.40
CerUfied to be a true copy.
ADDITIONAL DISBURSEMENTS EXHIBIT
Borrower: Paul R. Ranck
Seller: Estate of Anne E. Countryman
Lender: America's Wholesale Lender
Settlement Agent: Hanft & Knight, P.C.
(717)249-5373
Place of Settlement: 19 Brookwood Avenue, Suite 106
Carlisle, PA 17013-9142
Settlement Date: December 19, 2003
Property Location: 36 Carlton Avenue Carlisle, PA 17013
Cumberland County, Pennsylvania
PAYEE/DESCRIPTION NOTE/REF NO BORROWER SELLER
Coldwell Banker Homesale Groul~' ~ 195.00
Transaction Fees
American Home Shield 475.00
AHS Warranty 20180503
Hanft & Knight, P.C. 1,065.40
Escrow for Termite Repairs
Total Additional Disbursements shown on Line 1305 $
0.00 $ 1,735.40
(3373-1RANCK.PFD/3373.1115)
APPRAISAl, REPORT
OF
PERSONAL PROPERTY
OF
Anne Countryman Estate
d.o.d. May 24, 2003
36 Carlton Ave.
Carlisle, PA 17013
Phyllis Nornholder & Linda Sharo
(executrixes)
AS OF:
August 03, 2003
BY:
IBIS APPRAISAL
SERVICES
143 N. H~ o ~or St.
P. O Bo~, 24
Cadislo, PA 1701J
717~4J.-J47J
t,~
APPRAISAL CERTIFICATE
I hereby certify that, upon the request for the appraisal of the personal property of Anne
Countryman, deceased (d.o.d. May 24, 2003), I have personally and physically
inspected the listed personal property. The personal property was appraised to determine
the FAIR MARKET VALUE, AS OF d.o.d. May 24, 2003 & reported on August 03,
2003. The date of inspection was July 31, 2003.
The information and values contained in this report are based upon my experience as an
appraiser and other reliable sources. The personal property was found to be in GOOD
condition, unless otherwise noted. Values are reported piece-by-piece, and/or as a whole.
All values reported have been determined with consideration to the condition of the item,
market conditions, and salability factors.
APPRAISAL
f.;SERVICESf
APPRAISAL SUMMARY
It is in my opinion, that, as of this 03ra day of August 2003, the Fair Market Value as of
d.o.d. May 24, 2003, the personal property of Anne Countryman:
(One Thousand Five Hundred and Ninety Seven Dollars and Zero Cents)
($1,597.00)
I 3JS APPRAISAL
57 ,/ i. SERVICES
The report must be read in its entire~_ . The Appraisal Summarl~ ONLY is
not the appraisal report.
Photograph and CD-ROM Instructions
Ibis Appraisal Services has provided you with a CD-ROM that houses all of the digital
photographs of all of the items appraised. The CD-ROM also contains a saved copy of
the appraisal report. This CD-ROM may be kept with the paper copy of the appraisal
report or kept off-site, such as a safety deposit box.
The photographs are saved in the JPEG picture format, meaning that all of the file names
end with a ".JPG".
The file names correspond to the written appraisal report's Corresponding Photograph
File that is included at the end of each item appraised.
Getting started with your CD-ROM
1. Insert the CD-ROM into your computer's CD-ROM Drive. If you do not have a
computer or access to a CD-ROM Drive--a copy store, office supply store, or public
library will be able to help you view and/or print your pictures.
2. Your computer may contain one or several different software programs that will
allow you to view your pictures. Examples of these programs are Draw, Photo Editor,
Picture It! Express, Photo Suite, My Photo Center, Photo Studio Lite, Photo Shop
Pro, Picture CD, or Photo Deluxe. The program that is included with a digital camera
is another way to view your pictures.
· Select the program for viewing photographs and open the program.
3. Click FILE, and Click OPEN.
4. Use the Pull-Down, "Look in" Menu and select the D Drive (D:) or whichever drive
is designated as your CD-ROM (sometimes this may be the E Drive (E:) on your
computer).
· ' NOTE
· Your CD-ROM Drive is designated with a small CD-ROM graphic Icon or a
cartoon representing the drive.
· The drives of your computer can be found under My Computer section of the Pull-
Down "Look in" Menu. Common Drives are: A Drive (floppy disc drive), the C
Drive (hard disc drive), the D Drive (CD-ROM Drive), and the E Drive (sometimes
CD-ROM Drive; sometimes an external drive, like a CD-ROM Writer, Zip, or Jazz
Drive).
5. Double-click on the photograph you wish to view.
Personal Property Listing
Stereo. Zenith stereo console. 26 1/2* tall, 60" wide, 18 1/2" deep. $30.00
Corresponding Digital Photograph Files: r0309914 & r0309915.jpg
Table. End table. 21 1/2" tall, 20 1/2" wide, 27" deep. $20.00
Corresponding Digital Photograph File: rO309916.jpg
Record Cabinet. Wood record cabinet. 21" tall, 23 1/2" wide. 23 $35.00
1/2" deep.
Corresponding Digital Photograph File: r03 09917.jpg
Table. Two tiered coffee table. 16" tall, 36" diameter. $25.00
Corresponding Digital Photograph File: rO309918.jpg
Table. Victorian mahogany side table. 29 1/2" tall, 35" wide, 17" $85.00
deep.
Corresponding Digital Photograph File: r0309919.jpg
Cu_.gpbo~d. One-piece stepback cupboar~L 77 1/2" tall, 54" wide, 19 $75.00
1/4" deep.
Corresponding Digital Photograph File: rO309921.jpg
7 Tabl____~e. Oval dining room table with leaf. 29 1/2" tall, 39 1/2" x 70". $30.00
Corresponding Digital Photograph File: rO309922.jpg
8 Chairs. Set of six dining room chairs. One chair with arms. 33 1/2" $90.00
tall.
Corresponding Digital Photograph File: rO309923.jpg
9 ~ Machine. Older tan singer sewing machine in table cabinet. $35.00
Corresponding Digital Photograph Files: r0309924 & rO309925.jpg
10 Desk. Machine dovetailed desk. 29' tall, 40" wide, 20" deep. $30.00
Corresponding Digital Photograph File: rO309926.jpg
11 Bedroom Suite. Maple bedroom set contain two single beds at 40 $80.00
1/2" tall, and dresser with mirror at 70' tall, 40" wide, 19" deep.
Corresponding Digital Photograph Files: r0309927 & r3039928jpg
12 Dresser. A five drawer wood dresser. 44 1/4" tall, 30" wide, 17 $35.00
deep.
Corresponding Digital Photograph File: rO309929.jpg
13 ~ Bed. Double size bed with headboard bookcase. 39" tall. $20.00
Corresponding Digital Photograph File: rO309930.jpg
14 ~ Dresser. Dresser with mirror. 69" tall, 58 1/2" wide, 20" deep. $45.00
Corresponding Digital Photograph File: rO309931.jpg
15 ~ Desk. Wood desk. 29" tall, 34' wide, 17 1/2' deep. $20.00
I
Corresponding Digital Photograph File: rO309932.jpg
16 ~ Cupboard. Two piece hutck One drawer over two door. 78" tall, 30 $50.00
1/2" wide, 17 1/2" deep.
Corresponding Digital Photograph File: rO309933.jpg
17 Rocking Chair. Wood rocking chair. 42 1/4" tall. $15.00
Corresponding Digital Photograph File: rO309936.jpg
18 ~ Television. Zenith Sentry 2 26~ color television. $65.00
Corresponding Digital Photograph File: rO309938.jpg
19 ~ Silverware. Sterling silverware service by S. Kirk & Sons. Pattern: $812.00
Rose. Not monogrammed. Set includes:
15 Teaspoons
",.. .... 8 Soup Spoons
8 Dinner Knives
7 Butter Knives
7 Dinner Forks
8 Salad/Fish Forks
3 Table Spoons
I Sugar Spoon
I Meat Fork
Corresponding Digital Photograph Files: r0309939 & rO309941.jpg
TOTAL $1,597.00
APPRAISAL SUMMARY (COPY)
It is in my opinion, that, as of this 03rd day of August 2003, the Fair Market Value as of
d.o.d. May 24, 2003, the personal property of Anne Countryman:
(One Thousand Five Hundred and Ninety Seven Dollars and Zero Cents)
($~,597.00)
The report must be read in its entire~_ . The Appraisal Summa~_ ON£ Y is
not the appraisal report.
Appraisal References
Brickers, Chuck E. Auction. 93 Te×aco Rd. Mechanicsburg, PA 17050
DeHart's Auction Services & Used Furniture. 1554 Holly Pike Carlisle, PA 17013
eBay. http//:www.ebay.com
Gottshall, Jr., Roy Auctions. 113 Forge Rd. Boiling Springs, PA 17007
F. Loner, C.A.P.P., L.P.I. 2003. Personal Communication
K. Loney. 2003. Personal Communication
Potteiger, Frank D. Auction Services. 229 Petersburg Rd. Carlisle, PA 17013
Replacements, Inc. http://www.replacements.com
Rowe's Auction Service. 2505 Ritner Hwy. Carlisle, PA 17013
York Town Auction, Inc. 1625 Haviland Rd., York, PA 17404
10
Statement of Qualifications
Alyssa L. Loney, C.A.P.P.
Professional Designations and Certifications
C.A.P.P. - Certified Appraiser of Personal Property_ designation earned through course work
and classes provided by the Institute of Appraisal of Personal Property.
Archaeological Resources Protection Act - Certified to conduct investigations and damage
assessment that pertains to violations of the United States federal, state, and local laws
pertaining to archaeological sites and cultural properties. Including by not limited to the
Archaeological Resources Protection Act of 1979, National Historic Preservation Act of
1966, the Native American Graves Protection and Repatriation Act and the American
Antiquities Act of 1906.
Professional Accomplishments
· ' State Historical and Underwater Archaeologist for the State of Louisiana.
· ' Attended the Conservation of Indian Artifacts Symposium sponsored by the Smithsonian
Institution and the Tunica-Biloxi Indian Reservation, Marksville, Louisiana.
· - Director of the West Virginia University Historical Costume Museum.
~' Research Archaeologist/Artifact Instructor for CADW (Welsh Historic Monuments)/
University of York, England.
· ' Research and Preservation Specialist for the Maryland Historical Trust.
~' Presented and published works for national and'international organizations including the
Society for Historical Archaeology, Middle-Atlantic Archaeology Conference, Southeastern
Archaeological Conference, Louisiana Archaeological Society, and the Maryland Historical
Trust.
Education
B.Sc.
M.A.
C.A.P.P.
A.R.P.A.
S.B.D.C.
Historical Textiles and Clothing, 1992, West Virginia University, Morgantown,
West Virginia, United States.
Medieval Archaeology, 1995, University of York, York, England.
Certified Appraiser of Personal Property, 2001, Institute of Appraisal of Personal
Property, York, Pennsylvania, United States.
Certified to conduct investigations and damage assessment that pertains to
violations of the United States federal, state, and local laws pertaining to
archaeological sites and cultural properties.
First Step Entrepreneurial Series, 2001, Kutztown University of Pennsylvania,
Small Business Development Center.
Presently
Director and Founder of Ibis Appraisal Services. Member of Institute of Appraisal of Personal
Property, American Society of Appraisers, Appraisers Association of America, International
Society of Appraisers, and Professional Coin Grading Service.
Conducts extensive on-site appraisals, assessments, analyses, and authentication of personal and
cultural property. Operates on local, national, and international levels. Conducts research on all
objects considered personal and cultural property.
11
Assumptions and Limiting Conditions
The term "Fair Market Value", as used in this report, is defined as follows: The highest price an
item would bring if the sale occurred under normal market conditions providing
1. neither the buyer or seller is acting under duress,
2. the property has been exposed on the open market for a reasonable length of time,
3. both the buyer and the seller are aware of the potential assets and defects,
4. no unusual circumstances are present.
This appraisal was based upon the following assumptions, limitations, and conditions:
1. The information contained in this report was gathered from sources considered reliable,
personal examination, research of authenticity and comparable sales and/or auction prices.
2. No responsibility is assumed for matters that are legal in nature, including, but not limited to:
the representation of others concerning the value, authenticity, condition, origin, or
provenance of an item appraised.
3. The appraiser assumed that a normal and careful examination of the property was sufficient
to determine its quality and condition and that no extraordinary examination procedures were
to be utilized, unless these were specially requested and the expenditure of funds therefore
authorized.
4. The appraiser's court attendance and expert testimony report, if required, are not included as
part of this report. The appraiser does have the right to refuse testimony.
THE UNDERSIGNED HEREBY CERTIFIES;
1. That I have no interest now, nor have I had an interest in the past, nor shall I
contemplate an interest in the future, in the property covered by this appraisal.
2. That to the best of my knowledge and belief, all statements and information included
in this appraisal are true and based upon objective findings and that no pertinent
information has been knowingly withheld or deleted in this report.
3. That neither the employment to make this appraisal or compensation for doing so is
contingent upon the value of the property.
It is the firm belief of the appraiser that the information furnished in this appraisal report and the
conclusions drawn from this information are true and correct, but they are not guaranteed.
~PPRAiSAL
12
BUREAU OF ZNDZVZDUAL TAXES
TNHERTTAHC£ TAX DZVTSZON
DEPT. 280601
HARRZSBURG, PA 17128-06nl
DAVID A BARIC ESQ
OBRIEN ETAL
17 W SOUTH ST
CARLISLE
COHNONWEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLOWANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX
F~9< ~ DATE O$-Zg-ZO04
ESTATE OF COUNTRYHAN
DATE OF DEATH 05-24-2003
FZLE NUNDER 21
'04 liAR 26 /Eli :4~DUNTY CUHBERLAND
ACN 101
~" ~-;', I Amoun* Remi~ed
REV-16¢7 EX AFP (01-05)
ANNE E
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THZS LZNE ~-- RETAZN LONER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR
DZSALLOWANCE OF DEDUCTZONS AND ASSESSHENT OF TAX
ESTATE OF COUNTRYHAN ANNE E FZLE NO. 21 03-0~5 ACH 101 DATE 03-Zg-Z00~
TAX RETURN WAS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par*nership Zn*eres~ (Schedule C) ($)
~. Hor~gages/No~as Receivable (Schedule D) (~)
$. Cash/Bank Daposi~s/Hisc. Personal Proper~y (Schedule E) ($)
6. Jointly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. T~al AssaYs
APPROVED DEDUCTZONS AND EXENPTZONS:
9. Funeral Expenses/Adm. Cos~s/Hisc. Expenses (Schedule H) (9)
10. Deb~s/Nor~gage Liabilities/Liens (Schedule Z) (10)
11. To,al Daduc*/ons
12. Ne~ Value of Tax Re~urn
115~178.12
O0
O0
O0
1~/756.0~
O0
O0
(8)
2~,906.03
.0O
NOTE: To insure proper
cradi~ ~o your account,
submi~ ~he upper portion
of ~h/s form w/~h your
~ax payment.
129,93~.16
(11) 24.90~. 03
(lZ) 105, OZ8.13
IS.
NOTE:
Charitable/Governmental Baques*s; Non-elected 9113 Trus*s (Schedule J) (13)
Na~ Value of Es~a~a Sub~ac~ ~o Tax (1~)
Tf an assessment was issued previously, lines 1~, 15 and/or 16, 17,
reflect flgures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amoun~ of Line 1~ a~ Spousal ra~e
16. Amoun~ of L/ne 1~ ~axabZe a~ Lineal/Class A ra~e
17. Amoun~ of L/ne 1~ a~ Sibling ra~a
18. Aeoun~ of Line 1~ ~axabla a~ Collateral/Class B ra~e
19. Pr/nci=al Tax Due
TAX CREDZTS:
PAYNENT RECEZPT DZSCOUNT (+)
DATE NUHBER ~NTEREST/PEN PA~D (-)
08-15-2003 CD002911 236.31
.00
105,028.13
18 and 19 ~ill
5,148.00
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
5,38~.31
658 04CR
o0 I
658 O~CR
( ZF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REgUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SZDE OF THZS FORN FOR ZNSTRUCTZONS.)
ZF PAID AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL /NTEREST.
AHOUNT PAZD
(1.;) .00 X O0 = .00
(16) 105,028.13 X OR5 = ~,726.Z7
(17). . O0 x 12 = . O0
(18) .00 x 15 = .00
(19)= ~,726.27
BUREAU OF TNDZVZDUAL TAXES
INHERITANCE TAX OIVISION
DEPT. 280601
HARRISBURG,, PA 17128-0601
COHMONNEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
TNHERZTANCE TAX
STATEMENT OF ACCOUNT
REV-I&D7 EX AFP
DAVID A BARIC
OBRIEN ETAL
17 N SOUTH ST
CARLISLE PA
DATE 0~-26-2004
ESTATE OF COUNTRYMAN
DATE OF DEATH 05-24-2005
FILE NUMBER 21 05-0445
COUNTY CUMBERLAND
ACN 101
Amount Remitted
ANNE E
HAKE CHECK PAYABLE AND REHZT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To /nsure proper credit to your account, submLt the upper port/on of this for. wLth your tax payment.
CUT ALONG TH'rS LINE ~ RETA'rN LONER PORTION FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03)
~ INHERITANCE TAX STATEHENT OF ACCOUNT
ESTATE OF COUNTRYMAN ANNE E F'rLE NO. 21 05-0445 ACN 101 DATE 04-26-2004
THIS STATEHENT TS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHO#N BELO#
ZSA SUNHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND:, ZF APPLTCABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: 05-22-2004
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
4,726.27
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AHOUNT PAID
236.31
08-15-2005
04-08-2004
CD002911
REFUND
.0O
5,148.00
658.04-
ZF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
{ ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR),
TOTAL TAX CREDIT
4,726.27
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORH FOR TNSTRUCTTONS. )
PAYMENT:
Detach the top portion of this Notice end submit mith your payment made payable to the name and address
printed on the reverse side.
-- If RESIOENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CA): A refund of a tax credit) which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at
the Office of the Register of Nills, any of the Z3 Revenue District Offices or from the Department's Iq-hour
answering service for forms ordering: 1-800-$BZ-ZO50; services for taxpayers with special hearing and / or
speaking needs: L-800-q47-~OZO (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue) Bureau
of Individual Taxes) ATTN: Post Assessment Revie~ Unit) Dept. ZB0601, Harrisburg, PA 171ZB-0601, phone
(717) 787-650S.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount
of the tax paid is a11o~ed.
PENALTY:
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and net
paid before January 16, 1996, the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death) to the date of payment. Taxes which became delinquent before January 1, L982 bear interest at the rate of
six (BI) percent per annum calculated at a daily rate of .000164. AIl taxes ~hich became delinquent on and after
January 1, 1982 wiII bear interest at a rate which ~i11 vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue.
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year
m
1982 ZOZ .0005~8 1988-1991 11Z .000301 2001
1983 16Z .0004~8 199Z 9Z .000247 ZOOZ
1984 11Z .000301 1993-199q 72 .00019Z ZOO3
1985 I~Z .000~56 1995-1998 9Z .000Z47 ZOO4
1986 lOX .000274 1999 72 .00019Z
1987 9Z .000247 2000 82 .000219
The applicable interest rates for 1982 through 2004 ara:
Interest Daily
Rate Factor
92 .OOOZ4?
6Z .000164
SX .000137
42 .000110
--Interest is calculated as follows:
ZNTEREST= BALANCE OF TAX UNPAZD X NUtlBER OF DAYS DELZNI~UENT X DAZEY ZNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation data shown on the
Notice) additional interest must be calcuIated.
FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE
IN THE ESTATE OF ANNE E. COUNTRYMAN
KNOW ALL MEN BY THESE PRESENTS, that, WHEREAS, Anne E. Countryman, late
of Cumberland County, Pennsylvania, died testate on May 24, 2003, having first made her last will
and testament duly executed on May 13, 2003;
WHEREAS, the said Anne E. Countryman, by the aforesaid last w~i :~md te,_.s~tment, named
Phyllis M. Nomhold and Linda K. Sharo executrices of said last will;
WHEREAS, letters testamentary on the estate of the said decedent were dt~. issued by the
Register of Wills of Cumberland County, Pennsylvania, to the said Executrices, Phyllis M. Nornhold
and Linda K. Sharo, hereinafter collectively called the personal representative. ~%
WHEREAS, the personal representative has gathered the assets of the estate of the said
decedent and the assets consist of personal and real property, to a total value of $143,756.04 as set
forth in Exhibit "A", which is a statement of account of the said personal representative, and which
is attached hereto and made a part hereof by reference;
WHEREAS, the debts and deductions, including the payment of inheritance tax in the said
estate, amount to $42,152.87, as further referenced in Exhibit" '"
A,
WHEREAS, a balance for distribution orS 101,603.17 exists, as further referenced on Exhibit
WHEREAS, the balance for distribution as shown in the said statement marked Exhibit "A"
has been reduced to cash and is available for distribution in accordance with the terms of the last will
and testament of the said decedent.
NOW, THEREFORE, KNOW YE, that we, being all of the named beneficiaries of the will
and the said decedent, do hereby each of us, acknowledge that we have this day had and received
from the aforesaid personal representative, in full satisfaction and payment of all sum or sums of
money, legacies, bequests, and devised as are given, devised and bequeathed to each of us
respectively by the said will of Anne E. Countryman in the amounts due us under said will, which
amounts we have received this day, and which amounts are in the amount se opposite our respective
names in the table and schedule of distribution in said statement attached hereto and marked Exhibit
AND, each of us does hereby stipulate that in order to avoid the expense and time involved
in the filing of a formal account and schedule of distribution, we each agree that no account is
necessary and we do hereby agree that we do consent to distribution being made without the filing
of an account and schedule of distribution, the same to be with the same force and effect as if they
had been filed and confirmed by the Orphans' Court Division of the Court of Cumberland County.
THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever discharge
the said personal representative, heirs, executors, and administrators and assigns of and from the said
estate and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever
for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the
estate of the said decedent, and each of us do further hereby covenant and agree with each other and
the aforesaid personal representative, that we will contribute pro-rata, our share of the estate to
satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted
against the said estate or aforesaid personal representative after the signing, sealing and delivery of
this family settlement agreement and final release.
IN WITNESS WHEREOF, and intending to be legally bound hereby, we have hereunto set
our hands and seals on the dates below indicated.
Phyllis M. Nornhold
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
AND NOW, this c~l~3~day of t~[~)~!/-- ,2004, before me, the undersigned
officer, personally appeared Phyllis M. Nornhold, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that she executed same
for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary'Public
COMMONWEALTH OF PENNSYLVANIA
Notadal Seal ~
/ Deborah B, Ec~, N~XaryPub~ic /
J M..e?~n_ ics~rg Boro, Cumberland CountyJ
· MyGomlT#SSiOoExpim...sOct. 18 2007 ~
Member Penns · -~~
, ylvama Assocmt~on Of Notaries
WITNESS:
Carol Murphy / /
STATE OF FLORIDA
COUNTY OF C5 ~' c'~_ \'%
AND NOW, this ~\%-~ day of ~ ~ ["-x \ ,2004, before me, the undersigned
officer, personally appeared Carol urphY~atisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed same for
the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
WITNESS:
Lidda K. Sharo
STATE OF 'VIRGINIA
ou z¥
ss. ,5425-- 59- 73t/O
AND NOW, this /q/'~day of /4~9('t~- ,2004, before me, the undersigned
officer, personally appeared Linda K. Sharo, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed same for
the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
(~°tal~0t~lbllc~ ~
My Commis'f, ion Expires ^u§u,~t ,~ 1, 2004'
WITNESS:
STATE OF. ? v,?,--o
l~_~i~ll~ UID .
SS.
AND NOW, this ,2q4Jq day of cYTv~ ,2004, before me, the undersigned
officer, personally appeared Jane Wright, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed same for
the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
¢tary Public
INFORMAL ACCOUNT OF
Phyllis M. Nornhold and Linda K. Sharo, Executrices
for
Estate of Anne E. Countryman
Date of Death:
Date of Executor's Appointment:
Accounting for the period:
May24,2003
May30,2003
May30,2003to
Aprill,2004
Summar3/of Account
Page
Current
Value
Proposed distribution to Beneficiaries
4
Fiduciary
Acquisition
Value
Principal
2
Receipts
Savings Accounts, Certificates of
Deposit, Checking Accounts
Interest Earned
Sale of 36 Carlton Avenue, Carlisle
Miscellaneous Personal Property
New Gain (or Loss) on Sales or Other Disposition
Less Disbursements:
2,3
Debts of Decedent
Funeral Expenses
Administrative Expenses
Federal and State Taxes
Fees and Commissions
$
$
$
$
$
13,159.04
115,178.12
1,597.00
185.36
4,968.20
20,583.44
4,468.87
11,947.00
EXHIBIT "A"
Receipts of Personal Representative
Asset
Savings Accounts, Certificates of Deposit,
Checking Accounts
Value
(Date of Death or Sales Price)
Citizens Bank Savings Account
Citizens Bank, CD #6140-889308
Citizens Bank, CD #6140-889340
Citizens Bank, Checking
$ 658.76
$ 1,001.43
$ 2,002.93
$ 9,495.92
$ 13,159.04
Realty
$129,000.00
$129,000.00
Personalty
$ 1,597.00
Miscellaneous
Debts of Decedent
Carlisle Regional Medical Center
Yellow Breeches Family Practice
Andona Radiology Assoc.
Philip Carey, MD
Funeral Expenses
Hollinger Funeral Home
Sunset Memorial Garden Interment
Headstone
Disbursement of Principal
$
$
$
$
$
$
$
$ 1,597.00
$143,756.04
54.68
46.81
54.14
29.73
$ 185.36
2,462.20
605.00
1,901.00
$
SUBTOTAL: $
4,968.20
5,153.56
2
Administrative Expenses
Trash hauling
Trim painting
PP&L
Lawn Mowing
Sprint
Comcast Cable
State Farm (Homeowners Insur.)
Aero Energy
South Middleton Municipal Authority
IBIS Appraisal Services
Royers Gulf
Judy Campbell (real property tax)
The Sentinel ( legal advertisement)
Cumberland Law Journal
Probate fees
Settlement Charges at sale o£real estate
Commission paid to realtor-S7,740.00
Real Estate Transfer tax-$1,290.00
Notary fee- $2.00
Final water/sewer- $88.00
Coldwell Banker Transaction fee- $195.00
American Home Shield Warranty- $475.00
Termite repairs- $1,065.40
Seller Assistance to Buyer-S3,870.00
$ 225.00
$ 1,300.00
$ 255.61
$ 300.0O
$ 374.66
$ 2.70
$ 415.00
$ 386.00
$ 198.00
$ 45.00
$ 173.90
$ 1,684.76
$ 153.41
$ 75.00
$ 269.00
$14,725.40
20,583.44
Federal and State Taxes
Pennsylvania Inheritance tax (net of estimated payment
refund)
Federal Income Tax (2003)
State Income Tax (2003)
Fees and Commissions
Executor's commission, Phyllis Nornhold and
Linda Sharo
O'Brien, Baric & Scherer, attorney fees
$
$
4,468.87
6,947.00
5,000.00
SUBTOTAL:
$
$
4,468.87
11,947.00
42,152.87
Proposed Distributions to Beneficiaries
Carol Murphy
$ 25,400.79
Linda K. Sharo
$ 25,400.79
Phyllis M. Nornhold
$ 25,400.79
Jane Wright
$ 25,400.79
Balance on Hand
$101,603.17
. .'
~
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name ofDecedent: j) IV Iv E E, Cot< N / .R ( /VI KJ tV
",.,rn..'" ? jd'!/ ~ '3
Estate No.: ?rm 3 - 00 W
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No 0
2. If the answer is No, state when the personal representative reasonably believes thst
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the perso~esentative state an account informa1ly to the parties in
interest? Yes "Kl No 0
c. Copies of receipts, releases, j . ders and approval Of;fr informal
accounts may be filed with the erk of the ' Co d may be
~attached to this report. . 7 /J
Date: Ih d I 'tJ7' ~ : .
s~ture 12
~ V~1/ij A. /dYff(IC'
<) e
Name
/qtv. :7JUYNSr.C;d(t/$C-Cf A 11~/,!::>
t~~;) ;JY!1-t773 I
,~ '",
'-'
Telephone No.
Capacity: QPersonal Representative
.Jii:I Counsel for personal representative
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/15/2005
BARIC DAVID A ESQ
19 WEST SOUTH ST
CARLISLE, PA 17013
RE: Estate of COUNTRYMAN ANNE E
File Number: 2003-00445
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:
5/24/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
"
ilU.
. .
"
o
~ D
,
Register of Wills of CUmberland County
STAnJS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
S!~C; / O~3
(
o.()tJ~-n{)l/Lf5
Estate 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 KI. 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?
Yesjp No i1 ,
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 ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed wiJ;h the Clerk of the Ol;phans' Court and n;laY be! __)
attached to this report. (~~ elu~/lts- (Jou\~DIJ C1YL 2f :J%,S
Date: S/~/05 ~-zdJlGllafr~ O~,
, I Signature
-
l/ndaJ~ ~R-D
Name
I fo X~ L )uodAJa)c::he '-
Address CJllide5~) LJ l/ Q~S- 3 / Y
~C4) 3Y3 '-3c::2~
elephone No.
Capacity: 18 Personal Representative
o Counsel for personal representative
cA
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: AV\t'\.Q.. IC. Cou",tIJM<llll
Date ofDeath: _rnCi\j J, L( I ;loo 3
Estate No.: :2. 00 3 - 00 Y L( :;
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 whether administration of the estate is complete:
Yes ~ 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 M
b. The separate Orphans' Court No. (ifany) for the personal representative's
account is:
c. Did the personal representative state an account informaIly to the parties in
interest? Yes l8l No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
r-
~~'~I~'
l\'j\\;.s rn. NorY'\hol a I e.)(e..c
Nam
:; J)\A th.rr-lA.1 L,^-,^e....,
Address \"r..<tc~o.."i<-.sIo\J G I P-A \ laSO
ct~ (111) 1 oS - G 10 to
Tele one No.
Date: Jl:/. 2..0' oS
Ca.pacity: ~Personal Representative
o Counsel for persona.l representative
vi
F AMIL Y SETTLEMENT AGREEMENT AND FINAL RELEASE
IN THE ESTATE OF ANNE E. COUNTRYMAN
KNOW ALL MEN BY THESE PRESENTS, that, WHEREAS, Anne E. Countryman, late
of Cumberland County, Pennsylvania, died testate on May 24, 2003, having first made her last will
and testament duly executed on May 13,2003;
WHEREAS, the said Anne E. Countryman, by the aforesaid last will and testament, named
Phyllis M. Nornhold and Linda K. Sharo executrices of said last will;
WHEREAS, letters testamentary on the estate of the said decedent were duly issued by the
Register of Wills of Cumberland County, Pennsylvania, to the said Executrices, Phyllis M. Nornhold
and Linda K. Sharo, hereinafter collectively called the personal representative.
WHEREAS, the personal representative has gathered the assets of the estate of the said
decedent and the assets consist of personal and real property, to a total value of $143,756.04 as set
forth in Exhibit "A", which is a statement of account of the said personal representative, and which
is attached hereto and made a part hereof by reference;
WHEREAS, the debts and deductions, including the payment of inheritance tax in the said
estate, amount to $42,152.87, as further referenced in Exhibit "A";
WHEREAS, a balance for distribution of$l 01 ,603.17 exists, as further referenced on Exhibit
"A";
WHEREAS~ the balance for distribution as shown in the said statement marked Exhibit "A"
has been reduced to cash and is available for distribution in accordance with the terms ofthe last will
and testament of the said decedent.
NOW, THEREFORE, KNOW YE, that we, being all of the named beneficiaries ofthe will
and the said decedent, do hereby each of us, acknowledge that we have this day had and received
from the aforesaid personal representative, in full satisfaction and payment of all sum or sums of
money, legacies, bequests, and devised as are given, devised and bequeathed to each of us
respectively by the said will of Anne E. Countryman in the amounts due us under said will, which
amounts we have received this day, and which amounts are in the amount se opposite our respective
names in the table and schedule of distribution in said statement attached hereto and marked Exhibit
"A",
AND, each of us does hereby stipulate that in order to avoid the expense and time involved
in the filing of a formal account and schedule of distribution, we each agree that no account is
necessary and we do hereby agree that we do consent to distribution being made without the filing
of an account and schedule of distribution, the same to be with the same force and effect as if they
had been filed and confirmed by the Orphans' Court Division of the Court of Cumberland County.
THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever discharge
the said personal representative, heirs, executors, and administrators and assigns of and from the said
estate and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever
for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the
estate of the said decedent, and each of us do further hereby covenant and agree with each other and
the aforesaid personal representative, that we will contribute pro-rata, our share of the estate to
satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted
against the said estate or aforesaid personal representative after the signing, sealing and delivery of
this family settlement agreement and final release.
IN WITNESS WHEREOF, and intending to be legally bound hereby, we have hereunto set
our hands and seals on the dates below indicated.
'^:ZS~
~ r-
~~ ~h~d
Proposed Distributions to Beneficiaries
Carol Murphy
Linda K. Sharo
Phyllis M. Nomhold
Jane Wright
i
Balance on Hand
I
'i
$ 25,400.79
$ 25,400.79
$ 25,400.79
$ 25,400.79
$101,603.17
4
;;;:;:t~/h
aWL j}~
Carol Murphy I
STATE OF FLORIDA
COUNTY OF 0 " C.-L "-- ~ ~
SS.
AND NOW, this ~\S-\- day of ~ \> ,(, \ ,2004, before me, the undersigned
officer, personally appeared Carol MUrphy~~~atisfactorilY proven) to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed same for
the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
of
:;;l
L\':"1LI ::1 LI,-rrT
"f- FL t.. ,-"," -- ,
I. (j!ft. ..-.....;--)~~ P;, r""nm E"9. 9i17/04
r/~"'K~;;~<~\ll'.' -,.
"':'.;'(?0SlW';~j ~,-- re.' 9,t?060 l'
",,'7/ ',.v"
~~ "__"_",_,'(~~',,,,iiotn2fl.u.
J _".__.."..",--==r~''-''~:~~;_::..:,::::...,,.,~........-:,.'l
,
~~
I?Q}. ,
NotarY ublic
WITNESS:
~f1/MQj}~~frI(~
~dtJ~ ~a?P1
Linda K. Sharo
STATE OF VIRGINIA
COUNTY OF
;cu~
SS. 3QS-SLf- 73Lf~
AND NOW, this
/9 Mday of
A P ,/L
, 2004, before me, the undersigned
officer, personally appeared Linda K. Sharo, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed same for
the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
i!
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
AND NOW, this t9(}:J""dayof 1tJf.1 L
, 2004, before me, the undersigned
officer, personally appeared Phyllis M. Nornhold, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that she executed same
for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
L MUll z$ &hu/
-, Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Deborah B. Eckerd, NaIaty Public
Mec:hanicsburg Borc, Cumberland County
Myeommissiof1 Expires Oct. 18, 2007
Member, Penns,'lyania AS50ciaEQl'I Of Notaries
wrfNESS ~
fMk ="n--
-../
u
Jane Wright
ST ATE OF ILLINOIS
COUNTYOF ~~
SS.
AND NOW, this :?1.f:A day of ~
, 2004, before me, the undersigned
officer, personally appeared Jane Wright, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed same for
the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
CWlCW.1EAL
... OINIIIALYNN......
.MY--""\'t=:=
~;(~ w~f*
N ary Public ~
Law Offices
O'BRIEN, BARIC & SCHERER
19 West South Street
Carlisle, Pennsylvania /70/3
Robert L O'Brien
David A. Baric
Michael A. Scherer
(717) 249-6873
Fax (717) 249-5755
direct: dbaric@obslaw.com
September 22, 2004
Phyllis Nornhold
5 Butternut Lane
Mechanicsburg, Pennsylvania 17055
Linda Sharo
9819 Limoges Drive
Fairfax, Virginia 22032
RE: Estate of Anne Countryman
Dear Phyllis and Linda:
The Family Settlement Agreement signed by the heirs has been filed of record with the
Register of Wills. The final fiduciary income tax returns have been filed.
All that remains in the administration of this estate is for you to divide the remaining
balance of the estate account into equal amounts for the heirs and forward those checks to the
heirs.
Enclosed is a check from my firm payable to the estate in the amount of $315.86
representing the remaining balance held in our escrow account for this account. If you have any
questions or would care to discuss this matter in more detail, please contact me.
It has been a pleasure working with the two of you in reaching a conclusion of this matter.
Very truly yours,
O'BRffiNJ;; l!R
~ B""c, "'",ire
DAB/jl
Ene.
cc: File
dab.dir/estates/countryman/nornbold.sbaro4.1tr