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Home My WebLink About04-0540Estate of Bonnie F. Carbaugh also known as 2 , Deceased. Social Security No. 05-38-7175 The petition of the undersigned respectfully represents that: Your petitioner(~), who is/lgil~l 8 years of age or older an the execut rix in the last will of the above decedent, dated September 16. 2003 and codicil(s) dated non~ PETITION FOR PROBATE and GRANT OF LETTERS No. oQt- 0q- ,4o To: Register of Wills for the County of Cumherla~nd Commonwealth of Pennsylvania in the named ,19.~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland her last'family or principal residence at 2 Gutsha11 Road, South:aa?ton Toxin.hip (list street, number and muncipality) Decendent, then 57 years of age, died 1,1ay 29, 200/4 at Chambersbur~__Hospital ' , 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: none County, Pennsylvania, with Shiovensburg. Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 6s 136.00. (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 70,000 o O0 * situated as follows: 2 Gutsha11 Road. Shiooensbure. Southamnton To~ghin, Cumberland County, PA .... ' ' WHEREFORE, petitioner(10 respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary ' theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ltarsha L. Reeder 177 Shippensburg Nobile Estates Shippensbur~, PA 17257 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland The petitionerg~ 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(~ and that as personal represen- tativelg~ of the above decedent petitioner(s, will~r~J~.~_~n~,~ist,~ ere ac~ to law. Sworn to or aff~ and subscribed · '' ~~~ ~ ~ ~ ~ before me this ~' ' ~ '~ ~ ~ day of ] ~rsha L. Reeder ~' Estate Of Bo--~e F. Carbaugh , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ,...~r~O._ C~ 1:~/~2110,4in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(Ir) dated September 16, 2003 described therein be admitted to probate and filed of record as the last will of Bonnie F. Carbaugh and Letters Testn_~-ntary are hereby granted to Marsha L. Reeder FEES Probate, Letters, Etc .......... Short Certificates( ) .......... $ $ ._lJ2_-_-_-_-_-_-_-~_ TOT^L __ $~3-'! .6O Filed ..Q~..ct..t.oq~cX3.hl:. ............ Jerry A. Weigle, Esquire ~01624 ATTORNEY(Sup. Ct.I.D. No.) Weigle & Associates, P.C. 126 Eamt King Street ADDRESS Shippensburg, PA 17257 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, t. his copy~by 'photostat or photograph. ~ -/ Lo~aal~Tgistrar Fee for this certificate, $2.00 i 0 3 o 7 No. Date C_ H105.143 Rev. 2~87 PERMANENT BLACK INK COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS - CERTIFICATE OF DEATH .' '. NAME OF DECEDENT (First, Middle, Last) I SEX ~ SOCIAL SECURITY NUMBER -' ~ DATE OF DEATH (Month, Day, Year) 1 Bonnie F. Carbaugh 2Female la205 -- 38 -- 7175 I.May 29, 2004 AGE (Lest Birthday) I UNDER 1 YEAR I UNOER I DAY DATE OF BIRTH I B RTHPLACE (City and IPLACE OF DEATH tCheck only one - see instiuctions on othg[ Months Days Houm M~nutes (Month, Day, Year) Stale ~' F~gn Counlly) NOSPITAL: laTHER' aUNTY OF DEATH CITY, BoRe, TWP OF DEATH FACILITY NAME If not institution give street end numbe~ WAS DECEDENT OF HIBPAN C OR G N? RACE · I I INorXl Y--I--I".,,,~"~O.b,., I(S~) ab. Franklin Jet. Chambersburg I.d Chambersburg Hospital I-Mex'can'Pue''d'&Rican'otc' J-- White DECEDENT'S USUAL OCCUPATION J KIND OF BUSINESS / INDUSTRY ~VAS DECEDENT EVER IN I DECEDENTS EDUCATION . Yt J MARITAL STATIIR M ' 11e. Laborer 11b. O.D.C. Company J12. ~ ..o~ ,3.9b~Ars o~s.) 14. Divorced 2,:~Gutshall Road IREmDENCE 17'.State d.c~danl Southampton Townshi[3 1s Shippensburg, PA 17257 s l?b. Cou~y Cumberland townsh~? l?d.~ No. dece~enll~ed 18. John C. Reath 1~. Flossie C. Kelley 20b.]77 SME, Shippensburg, PA 17257 [21c. Parkl&wns Memorial ~i-'~21dC~e~m Twp., Franklin Co , PA 2ga. Marcia L. Reader DATE OF DISPOSITION Donation [] Burial [] Cremation [~ ..... I from State [] ( ........... ) 21I. Other (Specity) [] 21b. 6--2--04 - SIGNA RE UNE VI UC SEE OR PERSON ACTING AS SUCH LICENSE NUMBER NAME AND ADDRESS OF FACILITY C. om,l~, te ems 23~ on~ ~ ~Tn~I Tothe~st ~mykno~, ~a~o~edat~,~e~ places~ted' ~ · L CENSE NUMBER J I DATES GNED i te~must~,.: ,* by ITIME~D~TH / IDATEPRONOU~EDD~D(Monm Day Year I WASCASEREFERRED~OAMED~LE~INE;~ONER, ' -- ' CAUSE (Disease or injury Ihat inilieted events resulting on death ) LAST WAS AN AUTOPSY WEREAUTOPSYF;NDiNGB MANNER OF DEATH PERFORMED? AVAILABLE PRIOR TO co~ ~PLETrON OF CAUSE Natural~ Homicide OF DEATH? Accidenl [] Pending InvesUgation Yes[] No Yes[] NeVI Suede [] Could not be delelmined 128b. 29. i CERTIFIER (Chec~ only o~e) ' f~l~ .~J Il'fliNG PHYSICIAN (Physidan certifying cause Ut death whel{ mother phys~an has prqnounced death and completed item 23) /o a ail ~f my knowl~lga, death occurred due to the ~aulel(i) and mannlr as Ma{ed ................................................................ [] "PRONOUNCING AND CERTIFYING PHYSICIAN (Physician both pronounc ng dee h and certEying to cause of death) r--~ To the blt of my knowledge, death occurred et the time, date, and place, amd due to tho ~lUSIl(i) and manner las stated ...................... *MEDICAL EXAMINER/CORONER On tho bali of laxami~tion and/or Inveatlgetlofl, In my opinion, death occurred at the time, date, and place, end due to the causes(s) i~d REGISTRAR'B BtGNATURE AND NUMBER /~*~ / ,~/F? . DATE OF INJURY TIME OF N JURY Yes [] No [] INJURY AT WORK? DE$CR/BE HOW INJURY OCCURRED. (Monlh. Oiy, Year} F'lPti" I~o~. a. I~o=. ~Od. J PLACE OF INJURY - A home, ~ann street factory, office LOCATION (Street, City,town, Slate) LICENS~ NUMBER dj DAqE SIGNED (M.ehth, .ID ay, Year) NAME AND ADDRESS O,F~ER SON WHO COUPLET. ED CA~E OF'DEATH DATE FILED (Monlh. Da~.y.~ar). 0 ( ' ' ' //// LAST WILL AND TESTAMENT I, Bonnie F. Carbaugh, a single woman, presently residing at 2 Gutshall Road, Shippensburg, Southampton, Cumberland County, Pennsylvania 17257, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give and bequeath my 1996 Chevrolet Blazer vehicle to my grandson, JEREMY L. CARBAUGH. THIRD. I give, devise and bequeath all of the rest, residue, and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, to my beloved children, namely, MARSHAL. REEDER and ROY K. CARBAUGH, JR., in equal shares, on a per stirpes distribution basis, provided that he/she survive me by a period of thirty (30) days. FOURTH. In the event that Marsha L. Reeder predeceases me leaving a minor child or children under the age of twenty-one (21) years, I then give, devise and bequeath said beneficiary's share to and appoint as Trustee of any property which passes under this Will or otherwise, BRADLEY L. RUNSHAW, AS TRUSTEE, NEVERTHELESS, to invest and re-invest the same until the said beneficiary reaches the age of 21 years, with the following powers in addition to those presently given by law: mo The power to expend the income towards the health, support and maintenance, and education, including a college (both undergraduate and graduate), trade, business or technical school education, of the said beneficiary; Bo The power to expend the principal, within the discretion of the said Trustee, if the income is insufficient, towards the health, support and maintenance, and education, including a college (both undergraduate and graduate), trade, business or technical school education, of the said3eneficiary; C. The power to sell any and all real estate, within the discretion of the ~: !':iu (% ~'.'q[' saj~,,Trustee; WEIGLE ~ ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 · polms o.xojoqu!moq s:~o~od ottres oql ql!~x 'oolsm£ su 'A~VHS~I~I 'q AWIOVItlt m!oddu ptm olnl!lsuoo 'ottmu uoql I 'oolsm& jo uo!l!sod oql ldooou ol oIquun si uos.~od pouo!luom -0AOqU oql lU0A0 0ti1 UI 'mottmlso£ ptm II!Ak lsu'-i/:m s!ql jo HJ~tflOd qdu~xed .~opun poluls su lsml otI1 u! qlaoj los XIsno!Ao.~d su suo!lu~!Iqo ptre s.~o~xod oures oql ql!~ 'sxeoX I i~ jo o§u oql soqoum ,rd-e!o~ouoq p!us oql It. lun ottres otI1 lSOAU!-0.~ ptm lSOAU! 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'-~ m (~ , the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Bonnie F. Carbaugh, the Testatrix, sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix, signed the will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by "x~o. ~r,c~ r~ ;~ ~-F(~ ,/ NOTARIAL SEAL Jerry A. Weigle, Notary Public Shippensburg, PA Cumberland County My Commission Expires October 7, 2006 WEIGLE ~ ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257~1397 REV-tS00 E~ ~- (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEFT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT~S NAME {LAST, FIRST, AND MIDDLE INITIAL) Carbaugh, Bonnie F. 05-29-2004 10-09-1946 FILE NUMBER 2'1 0~4 0540 COUNTY CODE YEAR NUMBER SOCtAL SECURITY NUMBER 205-38-7175 THIS RETURN MUST eE FILED IN DUPLICATE WiTH THE REGISTER OF WILLS F APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SEC URITY NUMBER [] 1. Odgina~ Return ~ 2. Supplemental Return [] 3. Remainder Return (date of death prior to 12-13~2) [] 4. Limited Estate after 12-12-82) [] 5. Federal Estate Tax Return Required ~ 4a. Future Interest Compromise date of dean [] 6. Decedent Died Testate (Attachcopy of W~II) [~ 7. Decedent Maintained a Living Trust (AttaChcopy of Tr~st) __ 8. Total Number of Safe Deposit Boxes 10 Spousal Poverty Credit {date of death between [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) [] 9. Litigation Proceeds Received [] ' 12-31-91 and 1-1-95} THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: lAME COMPLETE MAILING ADDRESS Jerry A. Weigle, Esq. z Z :[RM NAME (if applicable) Weigle & Associates, P.C. 'ELEPHONE NUMBER (717) S32-7388 126 East King Street Shippensburg~ 17257 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. C osey He d Corporat on, Partnersh p or So e-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) [] Separate Billing Requested 7. fnter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) [] Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (1) 62,750.~1'0 (2) N o~ e (3) N o,~e (4) None (5) 2,488.96 (s) None (7) None (9) 17,894.95 (to) 60,926.34 Clear Amounts Not Supported by Transactions (8) 65,238.96 (11) 78,821.29 (12) insolvent (t3) 0.00 (14) 0.00 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitabie and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (ScheduLe J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16.Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0.00 x .00 (15) 0.00 x .045 (16) 0.00 x .12 (17) 0.00 x .15 (18) (19) 0.00 0.00 0.00 0.00 0.00 >> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH << Copyright 2002 form software only The Lackner Group, Inc. Form REV-tS00 EX (Rev. 6-0 · Decedent's Complete Address: STREET ADDRESS 2 Gutshall Road ISTATE PA 47257 I Tax Payments and Credits: 1. Tax Due (Page I Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 Total Credits (A + B + C) 3. Interest/Penalty if applicable O. Interest E. Penalty Total Interest/Penalty (D + 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 I + 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. Make Check Payable to: REGISTER OF WILLS, AGENT (1) 0.00 (2) 0,00 (3) (4) (5) 0.00 (5A) (5B) 0.0 0 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 premise for life of either payments, benefits or care? .......................................................... [] [] 2. Ifdeath occurred after December 12, 1982, did decedent transfer preperty within one year ofdeath 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-prebate 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 pedare that I have examined this return, including accompanying schedules and statements, and to the hast of my knowledge and belief= it is true, correct and oomplent. Declar ariel3 of preparer other than the personaJ tel resentative is based on ail information of which ~eparer has any knowledge 177 Shippensburg Mobile Estates Shippensburg, PA 17257 126 East King Street Shippensburg, PA '17257 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the sun/iving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. {}9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1502 EX.+(6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA ~NHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Carbaugh, Bonnie F. 21-04-0640 All real property owned solely or as a tenant in coromon must be reported at fair market value. Fair market value is defined as t~e price at which property would be exchanged belween a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts Real property which is Jefnt[y-owned with right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate - 2 Gutshall Road, Shippensburg, Southampton Township, Cumberland 62,750.00 County, Pennsylvania - gross proceeds of sale July 7, 2004 TOTAL (Also enter on Line I, Recapitulation) 62,760.00 (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 A (Rev. 6-98) Rev-1508 EX~- (6-98) COM MON'~N=..ALTH OF PENNSYLVANIA tNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Carbaugh, Bonnie F. FILE NUMBER 21-04-0540 Include the proceeds of litigation and the date the proceeds wars received by the estate. All property Jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRiPTiON OF DEATH 1 2 3 4 5 6 Adams Electric Cooperative - final patronage refund to be received County Tax Proration - at real estate settlement on 7/7/04 Leffler Energy - refund M & T Bank - Savings Acct. #015004207976399 Accrued income on Item 4 through date of death 1996 Chevrolet Blazer - proceeds of sale 8113/04 Pemonal Property - appraised value 554.57 82.59 180.90 630.86 0.04 1,000.00 40.00 TOTAL (Also enter on Line 5, Recapitulation) 2,488.96 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-IS00 Schedule E (Rev. 6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Carbaugh, Bonnie F. 21-04-0540 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: 5. 6. 7. See continuation schedule(s) attached ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s)/EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Weigle & Associates, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs TOTAL (Also enter on line 9, Recapitulation) 6,972.00 4,411.95 5,161.95 237.00 1,112.05 17,894.95 Copyright (c) 2002 form software only The Lackner Group, inc. Form PA-1500 Schedule H (Rev. Rev-1502 EX+~6-98) SCHEDULE H-A FUNERAL EXPENSES continued COMMONWr=ALTH OF pENNSYLVANIA INHERITANC~ TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Carbaugh, Bonnie F. 21-04-0540 ITEM NUMBER 1 DESCRIPTION AMOUNT Fogelsanger Bricker Funeral Home - funeral bill 6,972.00 Subtotal 6,972.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-t 50:~ EX+ (6-98) COMMO~TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H-B1 PERSONAL REPRESENTATIVE'S COMMISSIONS continued ESTATE OF Carbaugh, Bonnie F. FILE NUMBER 21-04-0540 ITEM NUMBER Marsha L. Reeder, Executrix DESCRIPTION Subtotal AMOUNT 4,411.95 4,411.95 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-BI (Rev. 6-98) Rev-1502 EX-~ COMMONWEALTH otc PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H-B2 ATTORNEY'S FEES continued ESTATE OF FILE NUMBER Carbaugh, Bonnie F. 21-04-0540 iTEM NUMBER DESCRIPTION AMOUNT I Weigle & Associates, P.C. 5,161.95 Subtotal 5,161.95 Copyright (c) 2002 form software only The Lackner Group, inc. Form PA-IS00 Schedule H-B2 (Rev. 6-98) Rev-1502 EX.+ (6-98) SCHEDULE H-B4 PROBATE FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Carbaugh, Bonnie F. 21-04-0540 ITEM NUMBER DESCRIPTION AMOUNT I Register of Wills, Cumberland County - Letters Testamentary and Short Certificates 237.00 Subtotal 237.00 Copyright (c) 2002 form software only The Lackner Group, inc. Form PA.t 500 Schedule H-B4 (Rev. 6-98) Rev-1502 EX.+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued ESTATE OF Carbaugh, Bonnie F. FILE NUMBER 2t-04-0540 ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 DESCRIPTION Chambersburg Waste Paper Co. - dumpster charge Cumberland Law Journal - Advertising cost Dan Hershey Auctioneering - appraisal cost F & M Trust - estate check order News-Chronicle - Advertising cost Register of Wills, Cumberland County - filing PA Inheritance Tax Return Register of Wi!Is, Cumberland County - filing Family Settlement Agreement Register of Wills, Cumberland County ~ short certificates Reimbursement to Marsha Reeder - Storge space rent Weigle & Associates, P.C. - reimbursement for long distance telephone calls, copies & postage Weigle & Associates, P.C. - Notary fee Subtotal AMOUNT 444.05 75.00 10.00 5.00 84.50 15.00 100.00 9.00 270.00 93.50 6.00 1,112.05 Copy~ght (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (6~98) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONW~cALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Carbaugh, Bonnie F. 21-04-0540 Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 7 8 9 DESCRIPTION VALUE AT DATE OF DEATH Adams Electric Cooperative, Inc. - outstanding debt at date of death Chase VISA - outstanding debt at date of death Coon's Garage - outstanding debt at date of death M & T Bank - Mortgage paid off at real estate settlement (717104) Nolt's Engine Service - outstanding debt at date of death Real Estate settlement expenses (7/7104) School Tax Proration at Real Estate Settlement (717104) Seam Gold Mastercard - outstanding debt at date of death Sprint - outstanding debt at date of death 172.00 7,043.71 628.63 43,449.14 145.89 3,936.63 12.01 5,282.15 256.18 TOTAL (Also enter on Line 10, Recapitulation) 60,926.34 (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) LAST WILL AND TESTAMENT I, Bonnie F. Carbaugh, a single woman, presently residing at 2 Gutshall Road, Shippensburg, Southampton, Cumberland County, Pennsylvania 17257, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give and bequeath my 1996 Chevrolet Blazer vehicle to my grandson, JEREMY L. CARBAUGH. THIRD. I give, devise and bequeath all of the rest, residue, and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, to my beloved children, namely, MARSHAL. REEDER and ROY K. CARBAUGH, JR., in equal shares, on a per stirpes distribution basis, provided that he/she survive me by a period of thirty (30) days. FOURTH. In the event that Marsha L. Reeder predeceases me leaving a minor child or children under the age of twenty-one (21) years, I then give, devise and bequeath said beneficiary's share to and appoint as Trustee of any property which passes under this Will or otherwise, BRADLEY L. RUNSHAW, AS TRUSTEE, NEVERTHELESS, to invest and re-invest the same until the said beneficiary reaches the age of 21 years, with the following powers in addition to those presently given by law: The power to expend the income towards the health, support and maintenance, and education, including a college (both undergraduate and graduate), trade, business or technical school education, of the said beneficiary; The power to expend the principal, within the discretion of the said Trustee, if the income is insufficient, towards the health, support and maintenance, and education, including a college (both undergraduate and graduate), trade, business or technical school education, of the said beneficiary; The power to sell any and all real estate, within the discretion of the said Trustee; The power and obligation to distribute the balance of principal and interest, if any remaining, when the said beneficiary reaches the age of 21 years, without the necessity of a formal adjudication of the Trustee's Account in the Court of Common Pleas of Cumberland County, upon the receipt of a good and valid release; The principal of the Trust and the income therefrom shall be free from the debts, liabilities, and engagements of those beneficially interested therein, and shall not be subject to assignment by him or her, nor to attachment or execution under any legal, equitable or other process for the enforcement of judgments or claims of any sort against them, either individually or collectively; and In the event the above-mentioned person is unable to accept the position of Trustee, I then name, constitute and appoint WANDA L. GALLO, as Trustee, with the same powers hereinbefore stated. FIFTH. In the event that Roy 1<2. Carbaugh, Jr., predeceases me leaving a minor child or children under the age of twenty-one (21) years other than Jeremy L. Carbaugh, I then give, devise and bequeath said beneficiary's share to and appoint as Trustee of any property which passes under this Will or otherwise, MARSHAL. REEDER, AS TRUSTEE, NEVERTHELESS, to invest and re-invest the same until the said beneficiary reaches the age of 21 years, with the same powers and obligations as previously set forth in the trust as stated under paragraph FOURTH of this my Last Will and Testament. In the event the above- mentioned person is unable to accept the position of Trustee, I then name, constitute and appoint BRADLEY L. RUNSHAW, as Trustee, with the same powers hereinbefore stated. SIXTH. In the event that my gxandson, JEREMY L. CARBAUGH, is living at the time of my death and receives a share of my estate under this my Last Will and Testament, I direct that such share be held IN TRUST by my hereinafter named Trustee, since the said Jeremy L. Carbaugh, is mentally disabled to some extent. My daughter, MARSHAL. REEDER, shall serve as Trustee. In the event that the said Marsha L. Reeder is unable to act as Trustee for any reason, I then name, constitute and appoint BRADLEY L. RUNSHAW, as Trustee, with the same powers as stated herein. In providing for the establishment of this trust for the benefit of my grandson, I am aware of the special circumstances and disabilities affecting Jeremy L. Carbaugh, which may cause or will cause him to be eligible for various local, state and federal benefits and entitlements, as well as possible assistance provided by various private agencies and organizations. The primary purpose of this trust is to assure that the said Jeremy L. Carbaugh achieves his maximum potential and leads as full, independent and normal a life as possible. To that end, it is my wish that my individual Trustee view herself/himself not only as a trustee in the traditional sense, but also as protector, guardian and advocate for my said grandson. Correspondingly, my named Trustee shall expend the income and principal of the trust in ways that best further these goals and under the following terms and conditions: A. The Trustee, within his complete and unfettered discretion, shall apply the income and principal of the trust in furtherance of the purposes of the trust as set forth in subparagraph SIXTH above and generally to enhance the life of my grandson, Jeremy L. Carbaugh, if living, but only to the extent not provided for by insurance or by Federal, State, local or any other assistance programs of any nature whatsoever, including Supplemental Security Income benefits under the Federal Income Maintenance Program as then existing. The Trustee shall have full powers of choice and discretion over the expenditure of payments of the trust. The Trustee shall provide trust payments of such an amount as not to preclude payment of the maximum amounts of any Federal, State, local or other assistance programs, as noted above. The income and principal of this trust may, therefore, be used as judged necessary and appropriate as a supplement to, but not to supplant, such Federal, State, local or other assistance, and to the extent the income of this trust is not used, the Trustee may accumulate the income and add it to the principal of the trust. B. The Trustee is empowered to collect and expend on behalf of my said grandson all governmental financial assistance benefits to which he is otherwise entitled; provided that such funds shall not be co-mingled with the other funds o£this trust. In the exemise of the Trustee's discretion to expend income and principal for the said Jeremy L. Carbaugh, the Trustee is directed that consideration should be given to any Letters of Instruction which I may, from time to time, direct to the Trustee. Such Letters of Instruction, if any, shall be interpreted based upon the express purposes stated herein, and shall not be interpreted to expand the powers and limitations of the trustees hereof. In the exercise of discretion with respect to income and principal distributions for Jeremy L. Carbaugh, if any, the Trustee shall bear in mind my express desire to preserve, to the greatest extent possible, this trust's assets for eventual distribution to my beneficiaries other than my said grandson, whether outright or in trust. The foregoing sentence is in no way intended to limit the sole and absolute discretion of the Trustee with respect to such distributions or to give any remainderman any right to challenge any distribution made by the Trustee in the proper exercise of such discretion. Rather, said sentence is intended to aid the Trustee and any Court or administrative agency in properly interpreting my intent in establishing this trust, namely, that the needs of my grandson be provided for only to the extent that governmental benefits and entitlements and other resources are either unavailable, inadequate, or have been exhausted. If any governmental agency determines that this trust is an "available resource" to be utilized and exhausted to pay for services for Jeremy L. Carbaugh otherwise provided by public funding, then the Trustee may, at his complete discretion, elect to terminate this trust, in which case the trust assets shall be distributed in accordance with subparagraph G below as if the said Jeremy L. Carbaugh was then deceased. In the event that a time comes when the said Jeremy L. Carbaugh is no longer disabled as determined in the sole discretion of the Executor or Trustee, my said Trustee may then elect to terminate the trust and to distribute the trust assets (principal and accumulated interest) to the said Jeremy L. Carbaugh provided that he has reached the age of thirty (30) years. Any such determination by my said Executor or Trustee shall be final and the Executor and/or Trustee shall be indemnified and held harmless from any and all claims resulting from such determination and decisions. Upon the death of the said Jeremy L. Carbaugh, the principal of his trust as then constituted together with any accrued and undistributed income thereon, shall be distributed to his brother, CODY A. CARBAUGH, on a per stirpes distribution basis. SEVENTH. I nominate, constitute and appoint my daughter, MARSHAL. REEDER, presently residing at 177 Shippensburg Mobile Estates, PO Box 613, Shippensburg, Pennsylvania 17257, to be the Executrix of this my Last Will and Testament; if she be unable to fulfill the duties of Executrix, I then nominate, constitute and appoint my sister, WANDA L. GALLO, presently residing at 48 Holtry Road, Shippensburg, Pennsylvania 17257, to be the Executrix of this my Last Will and Testament. EIGHTH. I direct that my personal representative(s) shall not be required to give bond for the faithful performance of their duties in any jurisdiction. NINTH. I hereby direct that all federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of administration of my estate and that such be paid out of the rest and residue of my estate. TENTH. I direct my Executrix to retain the services of JERRY A. WEIGLE, ESQUIRE, with offices located at 126 East King Street, Shippensburg, Pennsylvania 17257, with respect to the settlement of my estate due to his familiarity with my affairs. IN WITNESS WHEREOF, I, BONNIE F. CARBAUGH, have hereunto set my hand and seal to this my Last Will and Testament, written on five .(5) pages, the first four (4) pages signed for identification only, this /~ _.day of ~,~,~,?)? ,2003. WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET ~ SHIIPPENSBURG, PA 17257-1397 This instrument was by the Testatrix, on the date hereof, signed, published and declared by her to be her Last Will and Testament, in our presence, who at her request and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS I, Bonnie F. Carbaugh, the person whose name is s~gned to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ,3 Sworn or affirmed to and acknowledged before me by I~QblNIE F. ¢.~G~:',,the Testatrix, · /'~l~da · , , 2007? this y of ~ ~//{)-7~/,~ NOTARIAL SEAL Jerry A, Weigle, Notary Public Shippensburg, PA Cumberland County I My Commission Expires October 7, 2006 J WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LA~V -- 126 EAST KING STREET -- SHIPPENSBUR6, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS , the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Bonnie F. Carbaugh, the Testatrix, sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix, signed the will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. I Sworn or affirmed to and subscribed before me by ~"~o ~c~c,/'~. f~ ~('p ){ , 20 . I ~TARI~ S~k ] ~A ~ie, N~ Public J ~burg, PA Cum~dand ~u~y ~ ~ ~mi~ion ~pires O~o~r 7, ~ ~ Jul O? O~ O~:EBa ~lF?le & ~ssooia~e~ 7172~BSOBB OMB NO. U,~. DEp/.~Ei~T OF' HOUSING & URBAN D~ELOPME~ ~.~FmHA ~CONV. UNINS. O, ~CO~. ' ~ ~ SE~LEMENT STATEMENT ~NS. MORT~GE INS C~E NUMbeR: I~ms ~ ~C]' ~m pe~ ~te~ ~ ~,. ~y are s~n ~ ~- ,~ ~ ~emen~ ~t am s~wn. ~ME AND ADDRESS OF Daniel p. Geyer C~hia A. 29 GulShall Road Shipl~ensbu?g. PA 17257 G. PROPERTY LOCATION: 2 GUlshall Road ShippenSl~urg, PA 17257 Cumberland County, Pennsylvania Es~afe of ~Onnie ~=, Ca~baugh Marshe Reoder, EXecutrix Shipl~nsburg, PA 17257 NAME AND ADDRESS OF LENDER; H. 8ETTLEMENTAGENT: {~radley L. Grgfie, Esquire PLACE OF E, EI"TLEMENT 200 North Hanover Street Carlisle. PA 17013 25-1624518 I. S/=TTL/~MEN9 July 7, 2004 120. GRO~$AMOUN? DUEFROMBORROWER 64,47§.09 Taxes 1o i2131/04 30~ CASH( X FF~OM ) ( TO ) BORROt, VER The undersigned nere~y acknowledge receipt of a compieled copy of pages 1&2 of th~s slatement & any a~chments referrec~ tO herein. L, SETTLEMENT CHARGE~ % % % to ILOAN to to to to p.3 to month~ S er month P.C. Cash to $ $ ReJeases $ tO Cettlfie~ to be a true co~¥ ~un 25 O~ 03:~?p 499 Mitchell Read Mitlsboto, DE 19966 Mail code DE-MB-J2 Phone: 888-502-4349 Fax: 302-934-2955 p. 1 To: Weigle & Associates From: Nancy Clagett Fax: 71%532.6552 Date: Juno 25, 2004 Re: Estate of. Bonnie F. Carbaugh Pages: Social Security Number: 205-38-7175 Date of Death: May 29, 2004 Dear Sir or Madam: Per your inquiry dated June 24, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type of ,~ccount Account Number Ownership (Names o99 Opening Date Balance on Date of Death ,4ccrued Interest Total Type of.4ccount /~ccount Number Ownership (Nantes Opening Date Balance on Date of Death Current Balance Savings .4ccount 01.5004207976399 Bonnie F Carbaugh Marsha L Reeder 12/21/00 $630.86 $ O. O4 $63O. 90 Installment Loan 100 001 7165566 0001 Bonnie Carbattgh 1/07/04 $43,012.26 $ 43,012.26 For a pay-offbalance, call 1-866-408-2727 Loan Department Please be advised, there was no safe deposit box found for the above decedent. For further account information, closures and/or reimbursement of funds, please call the Walnut Bottom Office # 717-532-2414. Sincerely, Nancy Clagett Records Management 014 !24 004? APPRAISAL OF PERSONAL PROPERTY OF THE ESTATE OF BONNIE F. CARBAUGH, 177 SHIPPENSBURG MOBILE ESTATES. SHIPPENSBURG. PA ON AUGUST 24. 2004: Miscellaneous seasonal decorations Miscellaneous common dishware Small kitchen appliances Some hand tools Common baskets TOTAL: $ 7.00 $ 15.00 $ 10.00 $ 5.00 $ 3.00 $ 40.00 Dennis L. Gotshall, Auctioneer/Prop. Dan Hershey Auctioneering Service PA Lic. #AU-002306-L 3 Brown Road Shippensburg, PA 17257 Adams El. ectric Cooperative, Inc. A Touchstone Energy~ Cooperative August 26, 2004 1338 Biglerville Road Gettysburg, PA 17325-1055 Telephone: 717/334-9211 Fax: 717/334-3980 Web Site: www. adamsec.com WEIGLE & ASSOCIATES, P.C. ATTN: LINDA KLEIN 126 EAST KING ST SHIPPENSBURG PA 17257-1397 RE: BONNIE F. CARBAUGH ESTATE PATRONAGE # 12347925 Dear Ms. Klein: This letter is to advise you that the next patronage refund, scheduled for December 2004 will issue a check made payable to the above-mentioned estate in the approximate amount of $554.57. This projection is to be used for payment of patronage capital credits that were previously allocated to the above individual (s) while they received electric service from Adams Electric Cooperative, Inc. In exchange for the early retirement of the total patronage capital, the Cooperative discounts the annual unretired patronage capital amounts for each year that such amounts are paid in advance. Both the special and general percentage retirements are reviewed annually and subject to approval by the Board of Directors as financial conditions permit. Patronage capital is generally retired to active and inactive members of the Cooperative via a percentage retirement payment each year. The Cooperative, however, does make special retirements to estates of deceased members to settle the estate account with this one-time lump sum payment. The above-mentioned check should be in the mail approximately December 20, 2004. If you have any further questions please call 717-334-9211 x 223. Sincerely, Joanne B. May, Patronage Capital Representative ~ OhASE ACCOUNT NUMBER: 4226 6102 50?5 5994 PAYMENT DUE DATE ~ NEW BALANCE MINIMUM DUE Enter Amount Enclosed In Boxes Below 06~2s~04~ $7,04~.?~ ~_ $~40.00_ $ I---~C-~Y'--Ir--I[~l add. ss ard' . e make che~ or money o~der payable to: c~line.~g~o ~ t~__~jr~ h (~--~ .~'~. ~[ ~ ~"[ ('~l I~J~'~ ~l-~'~)~r~/l. wa~..tohelppr~ectmycredltrating. Please e~mil me n heChasepayrne~t ~ pd~ he~e: rTc~aphone m in --~'~"'7 --~ erlrollmer~ Is optlofleJ end, may cancel atany time B F CARBAUGH 20]~5527). 2 GUTSHALL RD SHTPPENSBURG PA 17257-96c~2 P.O. BOX 15650 HTLH]*NGTOH DE 19886-5650 h.llh.,h.hhhhh.,Ihh,,Ih,,h,h.h,h,,.hhl,hl h.llhl.,I,,hh,l,,Ih,,hl,,Ih,,hl,ll,,.I,l,ll,,,h,,ll 422661025075599400704371000140009 SEARS Geld MasterCard A?oun, NurnB~r: Sl 2,-0?lS-?SS~-.1, III il IIIIII IIIII Ii111~11111 IIIIII II III ~ke ~eok~ ~yable to S~r~ C~d~ ~a FREE T~VEL, DINING, S~RS ~RCHANDISE. C~nge ~ Address? JOIN S~RS ~STER~RD CHOICE REWARDSI I.,,lll.,I,,M,l,IJ.,IM.,ll..I.l.~ll..,I,I.hl,I BONNIE F CARBAUGH 2 GUTSHALL RD SHIPPNSBRG PA 17257-9642 00o6415 Signature I,I,,I. II,.,I.I,,,III,,I.,,I,I,,,II,I.I,,II,.I,,M 'PO BOX 182156 COLUHBUS OH 45218-215& 5012 5121071876506415 0528215 0002800 0010000 IN THE COURT OF COMMON PLEAS, CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF BONNIE F CARBAUGH ) ) Deceased) CLAIM To the Clerk of the Orphans' Court Division Register' s # 21-04-0540 Index and make proper entry in your official records of the claim of CITIBANK USA NA in the amount of 5,282.15 against the estate of the above-named decedent. This claim is filed under Section 3532 (b) (2) PEF Code, 20 Pa. C.S. ss. 3532 (b) (2) The said decedent, whose last known residence was at 2 GUTSHALL RD SHIPPENSBURG PA 17257 Written notice of this claim was given to MARSHE REEDER 177 SHIPPENBURG MOBILE ESTATE SHIPPENBURG PA 17257 on August 31, 2004 (C'i aiman ~)~,~ DAVE HIPPENST] ,manager of Citicorp Credit Services, Inc. USA under limited power of attorney for CITIBANK USA NA 7930 NN 110T~ ST KANSAS CITY, MO 64153 (Claimant's Address) Account #(s) 5121071876506415 SEARS ITEMIZATION REPORT {TSYS) PAGE 1 DEPT RP KK024P REQUESTED BY HENSLEY, ANDREA 08/23/04 HD - HISTORICAL DETAIL AS OF 06/10/2004 ACCOUNT NUMBER ==> 5121071876506415 BONNIE F CARBAUGH ACCT TYP: SMC STATUS: CW PG REji~T~V NOW DUE : 28.00 SCHED NEW BAL: BAL LMT : 10700.00 PAYMT: 28.00 PRV BAL: CASH BALANCE CASH LMT: .00 BAL : .00 TRN AMT: .00 < TRAN DATE STORE# REG# TRAN# TC PROC TRANSACTION DESCRIPTION AMOUNT 0512 002224 057 5419 0101 0513 DIV 057 057 002 002 002 CAM VHCS 5PK JEAN JEANS SHORTS 0513 002224 057 5450 0101 TOP BIKE TOP JEAN LEVI CHEEKY THNG 0512 002224 057 5451 0354 ALLOWANCE 0513 002224 522 0757 0101 SWEEPER 0515 002224 521 0728 0101 PREM CHST PREM CAB 3 1/2 T JACK SCREWDR SKNG 0519 002224 054 6543 0101 SHOE SHOE 18 PC SAS VISE-GRIP CRW 1/4 0526 008450 1249 0000 0108 PAYMENT - THANK YOU 0529 002224 521 1689 0101 PLIERS PLIER WHEELS NIPPER PLIER 14" SAW 0529 002224 522 2056 0101 WOVEN SHIRT WOVEN SHIRT SHIRT SHIRT SHORT 411.84 0514 DIV 029 029 041 018 018 224.47 0514 DIV A79 31.79CR 0514 DIV 071 286.19 0516 DIV 009 009 009 009 018 618.79 0520 DIV 076 076 009 009 075 0526 DIV 0530 DIV 009 009 009 009 009 156.56 100.00CR 244.81 0530 DIV 002 002 002 002 002 309.35 SEARS ITEMIZATION REPORT (TSYS) PAGE 2 DEPT RP KK024P REQUESTED BY HENSLEY, ANDREA 08/23/04 HD - HISTORICAL DETAIL AS OF 06/10/2004 ACCOUNT NUMBER ==> 5121071876506415 0529 002224 522 2057 0101 0530 DIV 071 009 071 009 009 TRIMMER BATTERY LINE HATCHET 8PC DP 0529 002224 522 2058 RETURN HARDWARE, TOOLS, 0529 002224 523 0207 SHOE SHOE POLO CREW SHORTALL SET 0529 006324 045 9543 TIRE ENVIRONMENTAL SHOCK RANCHO SHOCK RANCHO 0531 006324 045 9584 OPTIMA 0609 162018 0000 0019 CAPITAL MEATS 0609 162018 0000 0027 CAPITAL MEATS 669.31 0711 0530 DIV AS1 009 POWER TOOLS, ELECTRICAL 190.80CR 0101 0530 DIV 054 054 029 029 029 0101 FEE 0530 DIV 095 139 028 028 233.43 **FINANCE CHARGE ON AVG DAILY BALANCE OF CURRENT BALANCE: 5282.15 DELAYED SALES: NEW BALANCE : 5282.15 809.48 0101 0601 DIV 028 339.18 3001 0610 DIV INC WINCHESTER VA - 281.00 3001 0610 DIV INC WINCHESTER VA - 127.00 $3336.35 36.82 .00 HD - HISTORICAL DETAIL AS OF 05/10/2004 ======================================= ACCOUNT NUMBER ==> 5121071876506415 ========================================================================== BONNIE F CARBAUGH ACCT TYP: SMC STATUS: PG RE AV FU CT NOW DUE : 18.00 SCHED NEW BAL: 856.51 BAL LMT : 10700.00 PAYMT: 18.00 PRV BAL: 822.96 CASH BALANCE CASH LMT: .00 BAL : .00 TRN AMT: .00 < TRAN DATE STORE# REG# TRAN# TC PROC TRANSACTION DESCRIPTION AMOUNT 0414 070407 BIGT 0000 0101 0415 DIV 106 UNIT 855 SEARS SHOP AT HOME BIG & TALL CATALOG FOR INQUIRY CALL 1-800-553-7140 4100785 24.49 OFFICE OF PROBATE STATE PENNSYLVANIA PROBATE COURT DEPARTMENT COUNTY CUMBERLAND IN MATTER OF PROBATE COUNTY CLERWPROBATE COURTNO. NUMBER OBTAINEDFROM RESIDENTCOUNTY, CUMBERLAND DOCKET NUMBER: 21-04-0540 STYLE OF ESTATE: Bonnie F. Carbaugh Deceased SWORN STATEMENT SUPPORTING CLAIM AGAINST ESTATE I, John Porter , hereinafter called Affiant, do solemnly swear that the foregoing and attached Claim against the above-numbered and served Estate, amounting to the sum of Six Thousand Four Hundred Sixty One 64/100 Dollars ($6,461.64) is a just claim, and that all legal offsets, payments and credits known to Affiant have been allowed and that the sum herein claimed justify due. Chase Account Number(s) 4226 6102 5075 5994 ~. Account(s) is/are revolving, unsecured line(s) of credit. P.O. Box 52188 Phoenix, AZ 85072-2188 (800) 352-3234 A~iant -~presentative for ch~Se Manh~tan Bahk USA, N.A. PROOF OF SERVICE The undersigned has this day delivered or mailed a true copy of this claim ( X by U.S. Mail or by registered mail, return receipt attached) together with a true copy of each written instrument upon which the claim is predicated to the legal representative of the estate and attorney of record, Marsha Reeder, c/o Jerry A. Weiqle, Attorney at Law, 126 E. Kin.q St., Shippensbur,q, PA 17257. Dated October ~:~'~004 ~ ClaimantJAffiant APPROVAL OR DENIAL OF CLAIM The within Claim for $ 20 , and was denied / allowed on numbered and styled Estate. was presented to me on ,2004 as a claim against the above- NOTARY PUBLIC'S SIGNATURE AND SEAL Sworn to and subscribed before me on ,2004 Title Page: 1 Please indicate Name, or address Telephone changes Home ( ) Work ( ACCOUNT NUMBER 4226 6102 5075 5994 PAYMENT DUE DATE 06/25/2004 .00 140.00 I 7043.71~ 4280 6100 ZLD i 7 01 B F CA~BAUGH 2 GUTSFJ~LL RD SHIPPENSBURG PA 17257-9642 ACCOUNT NUMBER LINE AVAILABLE ILLING CYCLE DATE DATE OF ~IL~NS i POST 0506i0506 0507 0507 051010510 0517 0517 0530 0530 0530 0530 053110531 [P~vf6oS 5483.09 REFERENCE NUMBER 2432300GG7QMJQW71 2445501GH3RK4KSJ6 2449280GK3DW~fl~8~M 7422581GS09F3DVKP 2422638BSAFJ5FKQQ 2461043HS03PW7B06 2461043H823229GEJ WEAVER TIRE & ALIGNMEN SUNOCO MILLER-PLANTE INC PAYMENT THANK YOU WM SUPERCENTER SEARS ROEBUCK 2224 GIANT FOOD STORES #61 PAYMENT = MINIMUM DUE DATE PAYMENT DUE DESCRIPTION OF TRANSACTIONS SHIPPENSBURG PA SHIPPENSBURG PA MAITLAND FL CHAMBERSBURG PA CHAMBERSBURG PA SHIPPENSBURG PA 06/25/2004 140.00 I AMOUNT 29.00 159.00 109.00- 61.71 263.68 191.78 THE CHASE PAYMENT PROTECTOR PLAN CAN HELP YOU PROTECT YOUR GOOD CREDIT RATING. FOR MORE INFORMATION, PLEASE CALL 1-877-752-8572 OR LOG ON TO HTTP: //WWW. CHASE PAYMENTPROTE CTOR. COM *** FINANCE CHARGE TIL~NSFER BALANCE 1 *** FINANCE CHARGE PRIOR CASH *** *** FINANCE CHARGE CURRENT CASH *** FINANCE CHARGE CUR~ENT PURCHASE i 3.93 i .66 i 16.23 I 44.08 109.00 i .00 ' REw ~U~Cm~SES DEBIT i FIa~'~CE ~OVE~ ? ~W ~'~ ~nVAMCES m~S~NT~ l ~E ~9m'~ I ~ 1604.72 .00 [ 64.90 .00 7043.71 AN AMOUNT FOLLOWED BY A MINUS SIGN(-) IS A CREDIT OR A CREDIT BALANCE UNLESS OTHERWISE INDICATED YOU MAY AVOID TYPES OF CREDIT TO , FINANC~ ~ DAIL~ NOMINAL ANNUAL ANNUAL ADDITIONAL FINANCE ~ WHICH HATES A~PLY i CHARGE BALANCES i PERIODIC RATE PERCENTAGE HATES ' PERCENTAGE RATES CHARGES ON PURCHASES PURCHASES 3602.13 * 04219 ~ ~.40 % 15.40 % IF YOU PAY THIS AMOUNT ADVANCES 1021.68 .05477 % i 19.99 % 19 99 % $ 6043.71 I , SEND INQUIRIES TO P.O. BOX 15650 Wilmington DE 19886-5650 IF YOU TELEPHONE YOUR INQUIRY, YOU DO NOT PNESERVE YOUR RIGHTS UNDER FEDERAL LAW. CUST0~iER SERVICE TELEPHONE NUMBER'S: 800-441-7681, 800-545-0464 TO NEPORT LOST/STOLEN CARDS, TOLL FREE 800-441-7681 ANYTIME FRC~ ALL 50 STATES, PUERTO RICO, AND THE U.S. VIRGIN ISLANDS. YOU ARE NOT REQUIRED TO PAY ANY SPECIFIC AMOUNT YOU HAUE PROPERLY REPORTED TO US AS DISPUTED PENDING OUR CC*4PLIANCE WITH A~PLICABLE LAW. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 180601 HARRISBURG, PA 17128-0601 CONNONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLO#ANCE OR DISALLOgANCE OF DEDUCTIONS AND ASSESSHENT OF TAX RE¥-15¢7 EX AFP (:01-03) JERRY A WEIGLE ESQ WEIGLE & ASSOCS 126 E KING ST SHIPPENSBURG DATE 11-01-2004 ESTATE OF CARBAUGH DATE OF DEATH 05-29-2004 FZLE NUNBER 21 04-0540 COUNTY CUNBERLAND ACN 101 Amount Remitted BONNIE F HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~'~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF CARBAUGH BONNIE F FILE NO. 21 04-0540 ACN 101 DATE 11-01-2004 TAX RETURN gAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE .% APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) {1) 2. Stocks and Bonds (ScheduZe B) (2) $. Closely HeZd Stock/Partnership Znterest (Schedule C) ($) 4. Nortgeges/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXENPTZONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expanses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Nat Value of Tax Return 62z750.00 .00 .00 .00 2~488.96 .00 .00 (8) 17,894.95 NOTE: To insure proper credit to your account, submit the upper portion of this form wlth your tax payment. 13. 14. NOTE: 65,238.96 ZF PA/D AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (15) .00 x O0 = .00 (16) .00 x 045: .00 (17) .00 x 1Z = .00 (18) .00 X 15 = .00 (19)= . O0 ASSESSNENT OF TAX: 15. Amount of Line 14 at Spousal rata 16. Amount of Line 14 taxable at Lineal/Class A rata 17. Amount of Line 14 at Sibling rata 18. Amount of L/ne 14 taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDZTS: PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) ANOUNT PAZD TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . O0 Nat Value of Estate Subject to Tax (14) 15,582. zf an assessment was issued prev$ously, l$nes 14, 15 and/or 16, 17, 18 and 19 .00 .00 .00 .00 reflect figures that include the total of ALL returns assessed to date. 60,926.$~, (11) 78.821 .~9 (12) 15,582..33- RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying an or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coeeonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lamful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NZLLS, AGENT 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 are available at the Office of the Register of Mills, any of the Z$ Revenue Oistrict Offices, or by calling the specie1 Z4-hour answering service for forms ordering: X-800-36Z-ZOSO; services for taxpayers with speciaX hearing and / or speaking needs: X-BOO-447-50ZO iTT only). Any party in interest not satisfied with the appraisement, allowance, or disaXXowanca of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 171ZB-IOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions far Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SX) discount of the tax paid is allowed. The 1SX tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner end in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one ii) day free the date of death, to the date of payment. Taxes mhich became delinquent before January 1, 1982 bear interest at the rate of six (BZ) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after January l, 198Z will bear interest at a rate which wil! vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor ~ ~ .000548 ~'~-1991 11Z .000~01 1983 16X .000438 1992 9~ .000247 1984 llZ .000~01 1993-1994 72 .O0019g 1985 13~ .000356 1995-1998 9~ .000Z47 1986 XOZ .000274 1999 7~ .O00XeZ 1987 lOZ .000274 ZOO0 7~ .O00ZeZ --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Daily Year Rate Factor ~ 9X .000Z47 ZOOZ 6Z .000164 2004 4~ .0O0110 X NURBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 WEIGLE JERRY A 126 E KING STREET SHIPPENSBURG, PA 17257 RE: Estate of CARBAUGH BONNIE F File Number: 2004-00540 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 th~ 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: 5/29/2006 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, ~~~ 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: 3/29/2006 REEDER MARSHA L 177 SHIPPENSBURG MOBILE ESTATE SHIPPENSBURG, PA 17257 RE: Estate of CARBAUGH BONNIE F File Number: 2004-00540 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: 5/29/2006 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, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Bonnie F. Carbaugh Date of Death: May 29, 2004 Estate No.: 21-04-0540 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 IiI 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 JI] 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 IiI 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 ay be ,attached to this report. Q'r Date: April 3, 2006 ::0 '::",J Jerr Name Weigle & Associates, P.C. 126 East King Street Address Shippensburg, PA 17257 (717) 532-7388 Telephone No. Capacity: 0 Personal Representative I!J Counsel for personal representative ~,r\, ...,." \.'" "