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HomeMy WebLinkAbout04-0126 PETITION FOR PROBATE and GRANT OF LETTER~ Estate of EDNA M. WAGNER No. ---~/-/9 ~ - /~. ~ also known as EDNA MAE WAGNER To: ' Register of Wills for the , . , Deceased. County of CUMBERLAND SocialSecurio, No. 174051661 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut OR in the last will of the above decedent, dated JULY 29, 1!~7 and codicil(s) dated CARL EDGAR WAGNER DIED fv~Ay dZ6 J/qq~ in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with h .,ER last family or principal residence at 801 N HANOVER STREET. CARLISLE, PA (list street, number and municipality) Decedent, then 1~7 years of age, died 8/30~00 at CHURCH OF GOD HOME. 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 ajudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (lfnot domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 1.500.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters TESTAMENTARy thereon. (testamentary: administration c.t.a.: administration d.b.n.c.t.a.) RONALD DANIEL MCDONALD 26 PARSONAGE STREET NEWVlLLE PA 17341 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERlaNDf SS The petitioner(s) above-named swear(s) or afffirm(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 welland truly administer the estate according to la~. Sworn to or affirme,dj}n~subscribed ·¥ ,.,~'~/~_t~)~ ~-~~ before me this 1Ol'tnda of - -- 0o4 Y, J : - ~.~. Register Estate Of NO. DECREE OF PROBATE AND GRANT' OF LETTERS. , Deceased AND NOW /~x~z4~? ?~7 · · , ~f~ in co'ideation of~epetition on · e reverse side' her~f, safisfa~o~ proof havi~b~ presented before me, ~ IS DEc~ED that the ins~ment(s) dat~ZL~ /~ff~ des~b~ ther~ be admitt~ to probate ~d f~ of r~ord ~ ~e 1~ ~1 of , ~ ~ ~~ , ; Probate, Letters, Etc .......... $ e~/~'T'~ ~:~ Short Certificates( ) ... '. ......$ ~, ~'~ TOTAL $ ~/. o~ ATTORNEY (SUP.' Ct: LD. No.)': · ADDRESS PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 Local Registrar SEP 1 2000 Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH s. 87 v~ Cumberland ,,..:tanager S01 North Hanover St. Carlisle, PA 17013 ,,. Daniel Ahl HcDonald ~onald McDonald Edna M. Wagner ~Church of God Home Retail Store ~SOECE~.TEV~.,. j ,,. ACTUAL 171. s.,, PA ~a.~ .,~.~,.~ Carlisle ,,. Blanch Mae Miller ~ 26 Parsona~e St. Newville~ PA 17241 . ,,~estminster Cemetery ,,garlisle PA 17013 ~er ~neral Home Inc 15 Bi S~ L ]L~N~ nUU~n ..... ID~E S~NEO I DUe ~ ,~ ~s A C~S~OU, NC~ ~: DATE OF hd. JURY TIME O~ INJURy INJURY AT WORK? IDESCRIGE HOW INJURY ~UR~D. ~ 13~' b~. ~. u~,~ ,rk ~. OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of ~' M ~t ~- /14 ~,.e leo a,q wo~r- subscribing witnesses to) the will presented herewith and that ~r k *_/ will is in the handwriting of to the best of , testat t-~ ~. of(one of the believes the signature on the knowledge and belief. Sworn to or affirmed and sub- scribed before me this day of (Name) For the Register (Address) (Name) (Address) McCREA &HcP. REA ATTORNEY5 AT LAW NEWVILLE & SHIPPENSBUR; PENNA. LAST WILL AND TESTAMENT I, Edna Mae Wagner, a resident of the Township of North Newton Township, County of Cumberland and State of Pennsylvania, being of sound mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me heretofore made. FIRST: I hereby direct my Executor, hereinafter named, to pay all my just debts and funeral expenses as soon as may con- veniently be done after my decease. SECOND: I give, devise and bequeath all my estate, be it real, personal or mixed, to my husband, Carl Edgar Wagner, for his own proper use and behoof forever. THIRD: In the event my husband, Carl Edgar Wagner, pre- deceases me, or we perish in a common disaster, then in that event, I give all my estate, be it real, personal or mixed to Ronald Daniel McDonald, or his heirs for their own proper use. FOURTH: I hereby nominate, constitute and appoint my husband, Carl Edgar Wagner, to be the Executor of this my Last Will and Testament. In the event my husband, Carl Edgar Wagner, would become incapacitated or is unable to serve as Executor for any reason whatsoever, then in that event, I hereby nominate, constitute and appoint Ronald Daniel McDonald to be the Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on two sheets of MCCREA & MCCREA ATTORNEYS AT LAW NEWVILLE~ SHIPPENSBUR~ PENNA. paper, dated this 29th day of July, 1967. This insturment was by the Testatrix, Edna Mae Wagner, on the day hereof signed, published and declared by her to be her Last Will and Testament, in our presence, who at her request and in her presence and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our hames as witnesses. Ia~ST- ~W~I-~-' A~ D-TES~TAME~T- OF EDNA MAE WAGNER McCREA & McCR£A ATTORN EY$-AT-LAW NEWV[LLE, PA. & SHIPPENSBURG, PA. Henry Hall, Inc., Indiana, Pa. Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/08/2004 WINDER SALLY J 9974 MOLLY PITCHER HIGHWAY SHIPPENSBURG, PA 17257 RE: Estate of WAGNER EDNA M File Number: 2004-00126 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 8/30/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS CC: File Personal Representative(s) Judge Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/08/2004 MCDONALD RONALD DANIEL 26 PARSONAGE STREET NEWVILLE, PA 17241 RE: Estate of WAGNER EDNA M File Number: 2004-00126 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 8/30/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: WillNo.: ~qOo.4.- 00[:2~ Admin. 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 ~1 No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal reprssentative file a final account with the Court? Yes _ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative~/state an account informally to the parties in interest? Yes ]--] No VIY__I Date: Co 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. Signature Name Address Telephone No. l~Personal Representative [--] Counsel for personal representative Capacity: 9974 MOLLY PITCHER HIGHWAY SHIPPENSBURG PA 17257 JRD/June 30, 1992/17858 In Re: Estate of EDNA M WAGNER Late of NORTH MIDDLETON TOWNSHIP Estate No.: 21-04-126 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA : NO. 21-2004-126 NOTICE OF FA/LURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: RONALD DANIEL MCDONALD Counsel for Personal Representative: SALLY J WINDER, ESQ Date of Grant of Original Letters: 02-10-2004 Date of Delinquency Notice: 05-20-2004 The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have flied with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and thai the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on MAY 20, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: Distribution: Glenda Farner Stras~augh t ,d~o 'k {X ('~'. ~'~'"'~ ~' Clerk of the Orphans' Court'"T-'~ ~' k~v ~ Personal Representative ~ Counsel for Personal Representative Estate File A hearing is scheduled fo.~ ~t ~.,'l)l~ in Courtroom No. 3. I the Ce ' ' · - flied prior to the hearing date, ~e hearing will automatic~°fN°tme is Georg~ l~ffgr, p;.J. ' ' ~ , (~~) LLi c) G:-. - LJ.. C) , o " ~~;~ C) tfl Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 UIlflAWa0 fiR/' Name of Decedent: Date of Death: Estate No.: DLf -l L-C:, 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 0 No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 120 d '1~ 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 personal representative state an account informally to the parties in interest? Yes 0 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. ~te:~ co 1--_ L 1:-:: _"r':'" -. ("') I Lt":; = = C'J r-I-: 0:--; C:i SigmruSZ1i~~ S'd!l'<r J (/VeJ--;/ Name 0 t(17t( jJlJli ~~ Address <s:b ~ 14 _ f () r 7d-~7 Telephone No. 7 I I S-'3)- 1 f 7 ~ ~ ~ersonal Representative 7~ounsel for personal representative Capacity: ft Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 MCDONALD RONALD DANIEL 26 PARSONAGE STREET NEWVILLE, PA 17241 RE: Estate of WAGNER EDNA M File Number: 2004-00126 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 8/30/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~,. x&,.~,~#. ..' . ,.,r V'__,u.k'.4&... l .... '.../ enda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel '/ \ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 WINDER SALLY J 9974 MOLLY PITCHER HWY SHIPPENSBURG, PA 17257 RE: Estate of WAGNER EDNA M File Number: 2004-00126 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 8/30/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, V' ..' ~/kM~i? ,0c L?t!Jt:/!?J:A;J J1a'~' 7'- Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) '\'" Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name or Decedent: c~J.1t ? M. . t1/< 1.-4 '" (" t?' is Date of Death: ;:;: / rJ. .? /) ...., r . f' _Lw.J', ~. b.l -"-0 I ' Estate No.: ',' /.f I.:::L ~: Pursuant 10 Rule 6.12 of the Supreme Court Orphans' Court Rules, [ report the following \vilh respect to completion of the administration of the above-captioned estate: I. State whether ad~tration of the estate is complete: Yes 0 No Jk1 ! If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. [fthe answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval 01' formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: s1j.p/t'i~ ~/W<< /C! ~;!t:' 11~7'.,,-t~ Signature (,'\J /.;:: t' ti- 7l.J) tv? c:...D (..') '" ,t{ ,f Name :;::L6' P,'U'-5 Ot~ ,2 r <? ..s t Address ( 1)'17) 7 96- 3.f<~ ( Telephone No. Capacity: ItJPersonal Representative o Counsel for personal representative 9;' REV-1500 EX + (6-00) . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 OFFICIAL USE ONLY REY-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Wagner, Edna P. , DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) I 08-30-2000 05-25-1913 I (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) : I ~~~ I ~1I.8 :Z:~-J ulI.a1 II. cc: I- Z W a w o w a [!:] 1. Original Return o 4. Limited Estate [!] 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D D D D 2. Supplemental Return FILE NUMBER II 04 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 0126 NUMBER 174-05-1661 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a living Trust (Attach copy of Trust) 10 Spousal PovertY Credit (date of death beMen . 12-31-91 and 1-1-~5) D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes D 11. E\ection to tax under Sec. 9113(A) (Attach Sell 0) ..... z W Q Z o II. 1Il W II: II: o U NAME ! Richard L. Webber, Jr., Esquire JI FIRM NAME (If applicable) Weigle & Associates, P.C. , TELEPHONE NUMBER 717-532-7388 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) D Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) z o i= ~ ::) l- n: c( o w ~ 11. Total Deductions (total Lines 9 & 10) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 12. Net Value of Estate (Line 8 minus Line 11) 126 East King Street Shippensburg, PA 17257 (1) (2) (3) (4) (5) (6) (7) None 955.84 None None 311.30 None None (9) (10) 3,045.50 7,951.87 (') OFFICIA~SE ON:~;r Co -.J '(,,1)1 s: :n <- :'-'", ~ =i2 ("):!: '~,,:.~ :::0 ~ 1 -- t~) ,~- m I fT i -... :0 U1 ".J :i~u5~ ....- -.Joo c)O-n ~ C)C -- ::IJ C5 .~-l :}> U1 N (8) 1,267.14 13. Charitable and Governmental Bequests/See 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) (11) 10,997.37 (12) insolvent (13) 0.00 (14) 0.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAyrVlENT. 0.00 0.00 0.00 0.00 0.00 15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15) z or transfers under Sec. 9116(a)(1.2) 0 (16) i= 16.Amount of Line 14 taxable at lineal rate 0.00 x .045 ~ ::) Q., 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) :E 0 0 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18) >< x ~ 19. Tax Due (19) Copyright 2002 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev, 6-00: Decedent's Complete Address: STREET ADDRESS 801 N. Hanover Street CITY Carlisle ISTATE PA IZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 Total Credits (A + B + C) (2) 0.00 3. InterestlPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty (0 + E) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) 0.00 (5A) (5B) 0.00 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 [i] :: ~::::~ :;e~::i~on:;:~~e~~s~~~..~~~.I~.~~~.~~~.:.~~.~~.~~~~~~~~~~.~.~ .i~~. ~~~~:~~:::::::::::::: ::: ::::::::::::::::::: B ~ d. receive the promise for life of either payments, benefits or care?.............................................................. 0 [i] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.. ..... .............. .......................... ........ ...... ........ .............. ................. ....... ............ 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 [i] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?............................................. ......................................................................... 0 [i] 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 RESPONSIBLE FOR FILING RETURN ADDRESS Ronald Daniel McDonald DATE 26 Parsonage Street 1-M1- t 7)''f{ I ~I :><r(b( DATE ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Richar~ L. Webber, Jr., Esqu9'e ~ '(,0----' 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 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 if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P .S. ~9116 (a) (1.3)). A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ADDRESS DATE 126 East King Street Shippensburg, PA 17257 1~(~$'/,J' ~ev01503 EX+ (6098) SCHEDULE B STOCKS & BONDS w COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21-04..0126 ESTATE OF Wagner, Edna P. All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 Cf~ Lf1~/~ 58 shares of PP&L Stock 16.48 955.84 TOTAL (Also enter on Line 2, Recapitulation) 955.84 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) .,Rev-15G8 EX+ (6-98) w SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Wagner, Edna P. FILE NUMBER 21-04-0126 ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be d1selosed on sehedule F. ITEM NUMBER DESCRIPTION 1 F&M Trust Company - Checking Account #33-21797 VALUE AT DATE OF DEATH 311.30 TOTAL (Also enter on Line 5, Recapitulation) 311.30 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) . REV-1151 EX+ (12-99) * SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21-04-0126 ESTATE OF Wagner, Edna P. Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 1. Ronald Daniel McDonald Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 26 Parsonage Street City Newville Year(s) Commission paid State PA Zip 1741 2007 2. Attorney's Fees Weigle & Associates, P .C. 3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) Copyright (c) 2002 form software only The Lackner Group. Inc. AMOUNT 1,500.00 1,500.00 25.00 20.50 3,045.50 Form PA-1500 Schedule H (Rev. 6-98) Rey-1502 EX+ (6-98) * SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Wagner, Edna P. 21-04-0126 ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland County Register of Wills - Copies and Short Certificates 5.50 2 Cumberland County Register of Wills - filing fee for inheritance tax return 10.00 3 UPS - Overnight Mail Fee 5.00 Subtotal 20.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) ReY-1512 EX+ (6-98) * SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wagner, Edna P. FILE NUMBER 21-04-0126 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Pennsylvania Department of Public Welfare - Class 3 Claim VALUE AT DATE OF DEATH 7.951.87 TOTAL (Also enter on Line 10, Recapitulation) 7,951.87 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV 1513 EX+ (9-00) *' SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER Wagner, Edna P. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal Clistributions, and transfers under Sec. 9116(a)(1.2)] Ronald Daniel McDonald 26 Parsonage Street Newville, PA 17241 FILE NUMBER 21-04-0126 RELATIONSHIP TO DECEDENT Do Not Ust Truste"a. SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. Brother One Hundred Per Cent II. Total Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate, on Rev 1500 cover sheet NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) REV.1513 EX+ (9-00) * SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER Wagner, Edna P. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal aistributions, and transfers under Sec. 9116(aX1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee(s} FILE NUMBER 21-0400126 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. Not relevant as estate is insolVEnt. , Total Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate, on Rev 1500 cover sheet n. 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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500COVER SHEET 0.00 COPYright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleJ (Rev. 6-98) 1 ~ --"\ .~ ~ ~ ~ ~ ~ Nee REA 06: NCCREA ATTDPIYI AT LAw NIWYILLII SHIPPIIIUUU PIIIIA. LAST WI'LL AND TESTAMENT I, Edna Mae Wagner, a resident of the Township of North Newton Township, County of Cumberland and State of Pennsylvania, being of sound mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me heretofore made. FIRST: I hereby direct my Executor, hereinafter named, to pay all my just debts and funeral expenses as soon as may con- veniently be done after my decease. SECOND: I give, devise and bequeath all my estate, be it real, personal or mixed, to my husband, Carl Edgar Wagner, for his own proper use and behoof forever. THIRD: In the event my husband, Carl Edgar Wagner, pre- deceases me, or we perish in a common disaster, then in that event, I give all my estate, be it real, personal or mixed to Ronald Daniel McDonald, or his heirs for their own proper use. FOURTH: I hereby nominate, constitute and appoint my husband, Carl Edgar Wagner, to be the Executor of this my Last will and Testament. In the event my husband, Carl Edgar Wagner, would become incapacitated or is unable to serve as Executor for any reason whatsoever, then in that event, I hereby nominate, constitute and appoint Ronald Dan~el McDonald to be the Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on two sheets of Mce REA" MCCREA ATTnln. AT LAw NEWVILU' SHIPpr...UaB PI"IA. paper, dated this 29th day of July, 1967. tf~ ~7a.L ~~I.ti/V' (SE This insturment was by the Testatrix, Edna Mae Wagner, on the day hereof signed, published and declared by her to be her Last Will and Testament, in our presence, who at her request and in her presence and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our bames as witnesses. ~ "U g ~ ~ ~ ~l ~ ~ C\ ~~ ~ ~ ~11 ~ Jr- ~ I ~ ~ ~ . ...~ ~ ~~ ~~~'l. ~ . > ;; ~ C1 ~ t tc\ ~ r ~t. UIB} f~...~ ~ ; ~ ~ ~ t . t ~ .~..... ~. ~ ~ -i:!i ~ ~ ~!t' c ! U ~ ~ ~ ~ ~~ r~ ~ ~ I Ii ~ ~ fr~f... ..~.i t I lftft* ~ tl~il~t I lt~ttt~~ ~ w~ m tJ~ ...... .......i,~:"~__,"'--...........kcJo', ~, .<,'" '.- ... n .'J ~ -Cii >ZZ~ ~~~~ i~Z:!l J:I~O . ~g~ ;Jl~9'Cii !~~~ ~~~W ~ol/.1il1 " >J:I~~ " Iii AD r- :II m: en. o c: :II o m ., en, C N 1(. ~- mZ i~ II ~!ll "tl~ I !11m ~i ~o _"11 > ~.. '{) .... "-- - Z -'.:. ,,"~.:IiliL"'..,. ."":.:.,,..',,~.,",~"'___ - .. . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DIVISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG. PA 17105-8486 May 10, 2004 SALLY J WINDER ESQUIRE 9974 MOLLY PITCHER HWY SHIPPENSBURG PA 17257 Re: EDNA WAGNER CIS #: 210149621 SSN: 174-05-1661 Date of Death:OS/30/2000 Dear Ms. Winder: Please be advised that the Department of Public Welfare maintains a claim in the amount of $7,951.87 against the above-mentioned estate. This claim is for restitution of medical assistance granted on behalf of the decedent for which the Probate Estate is now responsible to reimburse the Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's itemized statement of claim. A portion of this medical expense, namely $7,951.87, was incurred during the last six months of the decedent's life; therefore, it is a Class 3 claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $.00, is to be entered as a priority Class 6 claim against the estate. ---- . Please acknowledge receipt of this letter and advise whether the Commonwealth's claim is admitted and when paYment may be expected. If the estate accounting is complete, please provide a copy. If the estate contains real estate, please provide copies of the deed, the latest tax assessment, and a current appraisal, if available. Sincerely, S~-i~ Susan E. Naylor TPL Program Investigator 717-772-6265 717-772-6553 FAX Enclosure ESTATE OF EDNA M. WAGNER, : aJk/a EDNA MAE WAGNER IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION ESTATE NO. 2004-00126 PRAECIPE TO WITHDRAW APPEARANCE To the Register of Wills of Cumberland County: Please withdraw my appearance in the above-referenced matter. Dated: / / ~1 07 '/ By: ally J. 9974 M Pitcher Hwy Shippensburg, P A 17257 (717) 532-9476 PRAECIPE TO ENTER APPEARANCE ~,:l (~J =- -.... c__ ::>,,;~ v To the Register of Wills of Cumberland County: r""-J Please enter my appearance on behalf of Ronald Daniel McDonald, Executor ON the Estate of Edna M. Wagner, aJk/a Edna Mae Wagner. Dated: / / IIrol07 WEIGLE & ASSOCIATES, P.c. By: ~/{,~ ~ Richard L. Webber, Jr.: Esquire Attorney ID #49634 126 East King Street Shippensburg, P A 17257 (717)532-7388 \7" 03-19-2007 WAGNER 08-30-2000 21 04-0126 CUMBERLAND 101 APPEAL DATE: 05-18-2007 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 BUREAU OF INDIVIDUAL INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX (Af!FR~rs1!!MENT, ALLOWANCE OR DISALLOWANCE , i;J'F- DEDUCTIONS AND ASSESSMENT OF TAX ?rn71~l fj r'1 L.:;j ,'i";i\ 15 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN II, ....2 i _ f. 4{ r. V 0i [ OJ~'~"'-~,~~' RICHARD L WEBBellCJR WEIGLE & ASSOCIATES 126 EKING ST SHIPPENSBURG PA 17257 '* REV-1547 EX AFP (06-05) EDNA M TO: CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WAGNER EDNA M FILE NO. 21 04-0126 ACN 101 DATE 03-19-2007 T AX RETURN WAS: (X) ACCEPTED AS F I LED CHANGED If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. 3. 4. 5. 6. 7. 8. (1) (2) (3) (4) (5) (6) (7) .00 955.84 .00 .00 311. 3D .00 .00 (8) Stocks and Bonds (Schedule B) Closely Held Stock/Partnership Interest (Schedule C) Mortgages/Notes Receivable (Schedule D) Cash/Bank Deposits/Misc. Personal Property (Schedule E) Jointly Owned Property (Schedule F) Transfers (Schedule G) Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 3,045.50 7.951. 87 (11) (12) (13) (14) 9. 10. II. 12. 13. 14. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return (9) (10) Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax NOTE: (15) (16) (17) (18) . DO X . DO X . DO X . DO X NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 1,267.14 10.997.37 9,730.23- .00 9,730.23- DO 045 = 12 = 15 = .00 .00 .00 .00 .00 (19)= PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. J IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 C) ~~ 0 -:.-:1 Tn Date: 8/09/2007 o .....~ Go~". . j -;g,,) -I -c1i 1 I ",L'r- ..o;rn --:D ~ .",....,. t;::,_ \..I..}...-""-... WEBBER JR RICHARD L WEIGLE & ASSOCIATES PC 126 E KING STREET SHIPPENSBURG, PA 17257-1397 () (J ;2-il '---..- " J 1..0 ::.':-\ RE: Estate of WAGNER EDNA M File Number: 2004-00126 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. t"'-.' C:.' C_:.) __J ::,:~,. c:: k:J ~ J> ~ <n- ,I,,) U) <' ) ~- -",,--0. o .s::- As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/30/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~.t~~c/~ Glenda Farner S'trasba~- Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/09/2007 Q '-",,0 ~ -":XJ '}-q '~~ ,.. (j) 7Z r"-<) c:::.') (::::;"1- -..I MCDONALD RONALD DANIEL ;l::lc. c:: GJ I LO LJ .~ 26 PARSONAGE STREET NEWVILLE, PA 17241 ()o ';o.J.-"1 _~J --I \.0 o .&;:' RE: Estate of WAGNER EDNA M File Number: 2004-00126 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/30/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~Jj~ Glenda Farner Stras~~~ Clerk of the Orphans' Court cc: File Counsel P. 'n n c: P,de ~ 17 Sr-c--.l. .~. T"V' Q nvpA'1'T' a.. v.' . l..'<..\...d . v,.=! . nr.. . . U~.l;. VI:'<..L REGISTER OF WILLS OF CUMBERLAND COl}NTY, PEN~SYL VANIA Name of Decedent: Edna M. Wagner Date of Death: August 30, 2000 2004-00126 File Number: Pursuant to Fa. O.c. Rule 6.12, I report the follo'y'/ing with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. D Y e~ B No 2. lithe answel~is No, state when the personal representative reasonably believes thatthe ~driiinistration will be complete: April 30, 2008 3. lfthe answer to No.1 is YES, state the following:' a. Did the personal representative file a finafaccount with the Court? . . . ... DYes DNo 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 iut'erest? ..............:................. DYes DNo d. Copies of receipts, releases, joinders and approvals of formal or'informal accounts may be filed with the Clerk qf the Orpheus' Court and may be attached to this repOlt. Dw August 24, 'C> C"'") N .:it: a.. -U/L~ /. Signature of?ersol1 Filing this For~ 2007 ...::1" C'-.J <..!) :::::> 'C{': ...... = = C'o-.; .".....,- I--_CC cr' ---" LLiS O(). ", Ei~::- d:E. Qf" 0:: 0 0=2; (5 Shippensburg, PA 17257 Capacity: DPersonal Representative []J Counsel Richard L. Webber. Jr , R~q, .Nome of Person Filing this rOl-m 126 East King ~tnHlt -.----.- Address (717) 532-7388 ?eie:J/;or;~ ,;OJ:':;; P"1.j.-'.fD :'e,}. JOij,OG' J Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 ~~ Date: 7/29/2008 c7 > O ~~ WEBBER JR RICHARD L ~'~ ~= _ c7 ~:~ WEIGLE & ASSOCIATES PC ''' -- 1.2 6 E KING STREET c,•~ ~ © ~- SHIPPENSBURG, PA 17257-1397 _~.~ T-,. `= ~.r _- . _. ~ ~~ _ `J__~ .. r„~ - tY RE: Estate of WAGNER EDNA M File Number: 2004-00126 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after ~Tuly 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: 8/30/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/29/2008 *~-~ <7 ~_ -~ (_~ MCDONALD RONALD DANIEL ~ _~~ t-- -.? C7 += i- _ '?_ 6 PARSONAGE STREET ''~~' ~' -_-- 1"7 NEWVILLE, PA 17241 ''" - - --.. ~_; { ~-~~ -., ,. _.: ~ ~ c4.~ RE: Estate of WAGNER EDNA M File Number: 2004-00126 Dear Sir/Madam: 'T'his notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after ~7uly 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of ~Nills a Status Report of completed or uncompleted administration. 'This filing is due by: 8/30/2008 Please feel free to contact this office with any questions you may :have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~ ~~ JJ b~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Edna M. Wagner Date of Death: August 30, 2000 File Number: 2004-00126 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. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... ^ Yes ~ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? ............................... ~ Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date August 4, 2008 t+t.. 1. i ~~'I r~t,/ . , *~4 ~ti ~~d ~-- ~ i~ ~DD~ Form RW-10 rev. 10.13.06 Signature of Person Filing this Form Capacity: ^Personal Representative Counsel Richard L. Webber, Jr., Esq. Name of Person Filing this Form 126 East King Street _ Address Shippensburg PA 17257 (717) 532-7388 Telephone