HomeMy WebLinkAbout04-0585 PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
Register of Wills for the
Deceased. County of ~_~t_~.~l'~J~:7/'in the
Social Security No. ~ ~ ~ ' ~) ~' ]_ ,-~ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age~r_o)d_ re _a~n t_he~exe~c~.t~'~g/~ 19_~
in the last will of the above decedent, dated ~ v- ,
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C/~za~ ~2~'/~'11~ County, Pennsylvania, with
last family or principal residence at ~']']~'5~_ t_~_If? t],/]~t t~ ~o
(list street, number and muncipality)
Decendta.~~at, then . ~1~_ Years of age, died ~ ~'/ ~ ~ ,
at ~//~ '_L~_~ ~./_~a~ _O_ _~o v 'd not have child born or adopte~
Excel~t as follows, decedent did fl~ot marry, was not di orce and did a
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows: ~_~$-/~
WHEREFORE, petitioner(s) respectfully request(s) the probate of the
presented herewith and the grant of letters
theron.
last will and codicil(s)
(testamentary; administration c.t.~; administ ~.on d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ].
COUNTY OF ~Lt. fylt.3V_~R~d5 _ ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the 'best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the e§tate a~cordin~ to law.
Sworn to or affirmed and subscribed ~- t//~~t~/A O/~/~/~t~/9 ) ~
before me this 2-2.. day of. | t/I ~
Estate Of l_}lrattnt~k. }OiOOco~ , Deceased
~ DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated i Z.
described therein be admitted, to probate and filed of record as the last will of
and Letters 'TE.-~oT~ ~
are hereby granted to ~6~/~ ~, ~f~.~--~
19 , in consideration of the petition on
FEES
Probate, Letters, Etc .......... $
Short Certificates(2~ .~._'. ...... $. '1 5,0.C)
· ~,~.,~.~5:..~..~.: .... s t~.O0
~ s lO, O0
TOTAL $
Filed ...................................
ADDRESS
PHONE
his, is to certify that the information here given is correctly copied from an original cerlificat~ o: dealt duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permam:nt filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 10327815
No.
Local Registrar
MAY I a ZOO4
Date
~ ne,. 2/a7 LTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
'. Virginia L. Ames ].. Female 3. 382 m 30-- lQ 4. May 11, 2004
I
I la. 17. I~ I
~. Cumberland k.Upper Allen ~. H. Messiah Village ,~.~b.~c. ' ,, White
~C~'8 ~S~~ ~ ~ffio ~ ~S~E~RY ~ ~EVES~ ~ ~CEDE~'S E~ '*i ~ ST~US. ~
.~ Dietician ~.~. Food Manufacturin~z '- ~,, {*,a 12 ] "a~s*~ 5+ ,, Single ~,[ *
Mechantcsburg, PA 17055 (~
~ CumberlanO ~' ,~.~ ~~ =~'---~
,,. Frederick H. Ames~ Sr. ,,. Ulah (unknown maiden name)
~. Deborah A. Hughes ~. P.O. Box 961, Harrisburg~ p~ 17108
~ ~ ~S~T~ D~E ~ DIS~T~
~ ~ c,~ ffi ~,~ ~. ~ ~. ~. ~} ~.~ ~ m~mCremation.
~ ~ ~,,~. May 14, 2004 ,,. Pennsylvania Crematory ~,~. Harrisburg, PA 17109
l~s~ ~u~ ~UE ~ ~ ~ Cremation Society of PA
-~.4100 Jonestown Road. Harrisburm. PA 17109
F~' I~.
DUE E~E ~:
~ ~, ~ m ~m ~ ~ ~ (~A C~OUE~E ~:
I~m ~ CAUSE I ~ I~'~' ~Y' '~) I I I
I~ ~ I ~" ~ ~ 0 1 I I
~(c~ ~ ' '
~AME ~Q ~ ~ PERS~ ~0 C~p~D C~ ~ ~H I '
ast tltill arti e tantertt
OF
V~R~N~ L. ~%MES
I, VIRGINIA L. AMES, of Mechanicsburg, Cumberland County,
Pennsylvania, declare this to be my last Will hereby re~°king all
prior Wills and Codicils.
ITEM I: I direct the payment of my just debts not
barred by a statute of limitations and funeral expenses, the
expenses of my last illness and the expenses of administering my
estate, as soon as practicable after my death.
All federal, state and other death taxes
payable on the property forming my gross estate for that purpose,
whether or not it passes under this Will, shall be paid out of the
principal of my probate estate just as if they were my debts,
and none of those taxes shall be charged against any beneficiary.
This provision shall not apply to any property over which I have a
general power of appointment for federal estate tax purposes or any
transfer subject to generation-skipping transfer tax.
ITEM II: No provision of this Will shall exercise any
power of appointment I may have.
ITEM III: I direct that my property, real, personal and
mixed, be sold at auction and from the proceeds, I give and
bequeath the following specific bequests:
A. To my niece, LESLIE E. AMES MURPHY, the sum of Five
Thousand and no/100 ($5,000.00) Dollars, if she should survive
me by thirty (30) days. Should she not so survive me, I give,
devise and bequeath my said niece's share to her daughter,
MICHILE FINK, and her son, PATRICK T. MURPHY, in equal shares
or to the survivor of them.
B. To my nephew, FREDERICK HARVE AMES, III, the sum of
Five Thousand and no/100 ($5,000.00) Dollars, if he should
survive me by thirty (30) days. Should he not so survive me,
I give, devise and bequeath my said nephew's share to his
daughter, KATHLEEN BRENNAN AMES, and his son, JONATHAN AMES,
in equal shares, or to the survivor of them.
ITEM IV: I give, devise and bequeath all of the rest,
residue and remainder of my estate as follows:
A. I give, devise and bequeath One-eighth (1/8) share
to OLD STURBRIDGE VILLAGE, Massachusetts.
B. I give,
share to OLD ST.
Pennsylvania.
devise and bequeath Three-eighths (3/8)
~EOR~E METHODIST CHURCH, Philadelphia,
C. I give, devise and bequeath One-sixteenth (1/16)
share to SH~KERTOWN AT PLEASANT HILL, Kentucky.
D. I give, devise and bequeath One-thirty-second (1/32)
share to AMERICANASSOCIATION OF UNIVERSITY WOMEN, SCHOLARSHIP
FUND, Washington, D.C., for a female recipient to honor the
HarrisburgAmerican Association of Univerisity Women Chapter.
E. I give, devise and bequeath One-eighth (1/8) share
to the FIRST UNITED METHODIST CHURCH, Birch and Green Streets,
Palmyra, Pennsylvania.
-2-
F. I give, devise and bequeath One-eighth (1/8) share
to the UNIVERSITY OF CHICAGO SCHOOL OF BUSINESS, Chicago,
Illinois.
G. I give, devise and bequeath One-eighth (1/8) share
to AMELI& EARHART SCHOLARSHIP ZONTA INTERNATIONAL, with all
funds entrusted to the Zonta Club of Harrisburg-Hershey.
H. I give, devise and bequeath One-thirty second (1/32)
share to my friend, KAREN ZEIGLER.
ITE~ V: Any such property to which a minor would
otherwise become entitled but which the executor thinks unsuitable
for such minor shall be sold and the proceeds thereof shall be
distributed to the guardian(s) of the estate of such minor
hereinafter named, without bond, and the receipt of such
guardian(s) shall be a complete release of the executor. Any such
property to which a minor thus becomes entitled may be delivered to
the person with whom such minor resides or who has the custody of
such minor, without bond, and the receipt of such person shall be
a complete release of the executor.
ITEM VI: Management Provisions: No fiduciary under
shall be required to give bond or other security for the faithful
performance of the fiduciary's duties. Any such fiduciary shall
have the following powers, in addition to those given by law:
A. Retain/Invest: To retain and to invest in all forms
of real and personal property, including common trust funds,
mutual funds and money market deposit accounts, including
stock of a corporate fiduciary or its holding company,
-3-
regardless of any limitations imposed by law on investments
executors or trustees, or any principle of law. concerning
investment diversification;
B. Compromise: To engage in litigation and to
compromise claims and to abandon any property which, in my
executor's opinion, is of little or no value;
C. Borrow: To borrow from anyone, even if the lender
an executor hereunder, and to pledge property as security for
repayment of the funds borrowed;
D. Sell/Lease: To sell at public or private sale, to
exchange or to lease for any period of time, any real or
personal property, and to give options for sales or leases;
E. Loan/Purchase: To make loans to, and to buy property
from, my executors, administrators or trustees; and to pay off
any loans I may have taken against any life insurance policies
owned by me that remain unpaid at the time of my death;
F. Capital Changes: To join in any merger,
reorganization, voting-trust plan or other concerted action
of security holders, and to delegate discretionary duties with
respect thereto;
G. Allocate: To allocate any property received or
charge incurred to principal or income or partly to each,
without regard to any law defining principal and income;
H. Divide: To divide any trust into two or more
separate trusts for tax, accounting or other reasOns;
-4-
I. Distribute: To distribute in kind and to allocate
specific assets among the beneficiaries (including any trust
hereunder) in such proportions as my executor may think best,
so long as the total market value of any beneficiary's share
is not affected by such allocation;
J. Reserves: To maintain reasonable reserves for
depreciation, depletion, amortization and obsolescence;
K. Tax Options:
Death Taxes - To exercise any options
available in determining and paying death
taxes in my estate, and to allocate my
generation-skipping tax exemption;
These authorities shall extend to all property at
any time held by my executor or my trustee and shall continue in
full force until the actual distribution of all such property,
except as specifically stated. All powers, authorities, and
discretion granted by this Will shall be in addition to those
granted by law and shall be exercisable without court
authorization.
IT~VII: Protective Provision: The interest of
beneficiaries in principal or income shall not in any way during
their respective lifetimes be subject to the claims of their
creditors and others nor to legal process, and may not be
voluntarily or involuntarily alienated or encumbered, except that
nothing in this article shall preclude the assignment of all or any
part of a beneficiary's interest to his or her descendants.
-5-
ITEM VIII: Any person who shall have died at the same time
as the Testatrix or in a common disaster with her, or under such
circumstances that it is difficult or impossible to determine who
died first, shall be deemed to have predeceased her.
ITEM IX: I hereby nominate, constitute and appoint
DEBORAH &. HUGHES, Attorney-at-Law, to be my Executrix. My
Executrix specifically is relieved from the duty or obligation of
filing any bond or other security.
I, VIRGINIA L. AMES, the Testatrix, sign my.name to this
instrument this ~ day of ~~-~-~~ , 1992, and
being first duly sworn, do hereby declare to the undersigned
authority that I sign and execute this instrument as my last Will,
consisting of this and the preceding five (5) pages, and that I
sign it willingly, that I execute it as my free and voluntary act
for the purposes therein expressed, and that I am eighteen (18)
years of age or older, of sound mind, and under no constraint or
undue influence.
vfRGIN~ L. AMES
and gOk ~-,/~*'%k~tlO"]~,l Y , the witnesses, sign our names to
this instrument, being first duly sworn, and do hereby declare to
the undersigned authority that the Testatrix signs and executes
this instrument as the Testatrix's last Will and that the Testatrix
signs it willingly, and that each of us, in the presence and
hearing of the Testatrix, hereby signs this Will as witnesses to
the Testatrix's signing, and that to the best of our knowledge the
-6-
Testatrix is eighteen (18) years of age or older, of sound mind and
under no constraint ..or u~ue
/ WitneSs ~/ ,
influence.
COMMONWEALTH OF PENNSYLVANIA :
: SS
COL%ITY OF :
Subscribed, sworn to and acknowledged before me by VIRGINIA
/L~-the //ffTesta~tri~'~-~/~i', J'a~,d, subscribed and sworn to before me by _-
~.~_' Q~..a , 1992.
, ~+a(3j3~ ~ ~O(~i~ , and
, witnesses, this ,~ day of
Notary
-7-
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
HUGHES DEBORAH A
P 0 BOX 961
HARRISBURG, PA 17108
RE: Estate of AMES VIRGINIA L
File Number: 2004-00585
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 10/02/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
GLENDA FARNER ~~
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717}240-6345
Date: 10/05/2004
HUGHES DEBORAH A
PO BOX 961
HARRISBURG, PA 17108
RE: Estate of AMES VIRGINIA L
File Number: 2004-00585
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 10/02/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
GLENDA PARNER STRASBAUGH
Clerk of the Orphans' Court
JRD/June 30, 1992/17858
In Re: Estate of Virginia L. Ames
Late of Upper Allen Township
Estate No.: 21-04-585
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2004-0585
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Deborah A. Hughes
Counsel for Personal Representative: Deborah A. Hughes, Esq.
Date of Grant of Original Letters: 06-22-2004
Date of Delinquency Notice: 10-02-2004
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 filed 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 that the requisite notice, pursuant to Rule 5.6(e),
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on October
~ 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
~ndersigned 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: 11-08-2004
Distribution:
Glenda Famer Strasb,augh ~
Clerk of the Orphans Court
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No. 3. I~he Certification of Notice is
filed prior to the hearing date, the hearing will automatical_ly b.~_~
Georg~ E~vloffe~, P~J. ~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Virginia L. Ames
Date of Death: May 11, 2004
PA No.:
TO THE REGISTER:
I certify that notice ofbuneficiai interest required by Rule 5.6(a) of the Orphans' Court Rules
was servea on or mailed to the following beneficiaries of the above-captioned estate on June 29,
2004.
Leslie~E. Ames Murphy
210 ueerwood Circle
Warner Robins, GA 31088
Frededc~ Harve Ames, III
4416 Blrrcingham Way
Raleigh, NC 27604
Old Sturbrid~. Village
1 Old Sturbndge Village Road
Sturbridge, Massachusetts 01566
Old St. George Methodist Church
235 North Fourth Street
PhiJadelphla, PA 19106
Shake,town at Pleasant Hi[l Kentucky, Inc.
d/b/a Shaker Village of Pleasant Hill
3501 Lexington Road
Harrodsburg, KY 40330
American Association of University Women
Scholarship Fund
1111 16th Street NW
Washington, D.C. -20036
First United Methodist Church
520 East Birch Street
Palmyra, PA 17078
Graduate School of Business
University of Chicago School of Business
t 101 East 58th Street
Chicago, Illinois 60637
REV-1S00EX(5-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
OFFICIAL U$E ONLY
04
YEAR
0585
NUMBER
COUNTY CODE
I-
Z
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DECEDENl'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Ames Virginia
DATE OF DEATH (MM-DQ- YEAR) DATE OF BIRTH (MM-DD- YEAR)
S/n/2004
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FiRST, AND MIDDLE INITIAL)
L
SOC~LSECURITYNUMBER
382-30-1220
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
3W46451.000
REGISTER OF WILLS
SOC~L SECURITY NUMBER
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D 2. Supplemental Return D 3. Remainder Retum (dale of death prior to 12.13-82)
D 4a. Future Interest Compromise (date of death after 12.12.82) D 5. Federal Estate Tax Retum Required
D 7. Decedent Maintained a Living Trust (Attach copy of Trust) L 8. Total Number of Safe Deposit Boxes
D 10. Spousal Poverty Credit (data of duth batw..n 12-31.91 and 1-1-&5) D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
Deborah A. Hughes, Esq.
FIRM NAME (If Applicable)
P.O. BOX 961
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
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OFFIClAL..USF:~lY
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Original Retum
Limited Estate
Decedent Died Testate (Attach copy of Will)
Litigation Proceeds Received
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Harrisburg, PA 17110
TELEPHONE NUMBER
717 -651-1772
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"T"l
1. Real Estate (Schedule A)
(1)
(2)
730,899
o
o
205,961
o
1,036,748
49,545
987,203
946,665
40,538
o
o
o
6,081
6,081
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5 Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
Z 6. Jointly Ov.t1ed Property (Schedule F) (6)
0 D Separate Billing Requested
f=
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
::> (Schedule G or L)
I-
0: 6. Total Gross Assets (total Lines 1-7)
<(
U
W 6. Funeral Expenses & Administrative Costs (Schedule H) (9)
~
10. Debts of Decedent, Mortgage Liabilities, & Liens (Sd1edule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Une 8 minus Une 11)
99,888
(')
41,457
8,088
(11)
(12)
(13)
(14)
v
13. Charitable and Governmental Bequests/See 9113 Trusts for wtIich an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax 0
Z rate, or transfers under Sec. 9116 (a)(1.2)
0
;:: 16. Amount of Une 14 taxable at lineal rate 0
<
....
=> 0
.. 17. Amount of Line 14 taxable at sibling rate
,.
0 40,538
0 1.. Amount of Line 14 taxable at collateral rate
X
.. Tax Due
.... 19.
x.O ~(15)
x .0 45 (16)
x .12 (17)
x.15 (18)
(19)
Estate of
Name
Address
Tax ID
382-30-1220
Executors (Page 1)
Deborah A. Hughes
P.O. Box 961
Harrisburg, PA 17108-
199-44-7985
Decedent's Comnlete Address:
STREET ADDRESS
978 Walnut Way
Cumberland
CI1Y I STATE I ZIP
Mechanicsburg PA 17055-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
6,081
o
o
o
Total Credits (A + B + C) (2)
o
3. Interest/Penalty if applicable
D. Interest
E. Penalty
o
o
Total Interest/Penalty (D + E) (3)
o
4. if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(4)
o
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
6,081
A. Enter the interest on the tax due.
(5A)
o
B. Enter the total of Line 5 + 5A.
(5B)
6,081
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes
D
D
D
D
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D
4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [R] D
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 thai I haw examined this return, including accompanying schedules and statements, and 10 the best of my knowiedge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representatiw is based on all information of which preparer has any knowledge
SIGN.A.TU F PER N RE P NSIBLE FOR FIll G R RN
Deborah A. Hughes, Esq.
ADDRESS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1962, did decedent transfer property within one year of death
No
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P.O. Box 961
SIGN.A.TURE OF PREPARER OTHER lHAN REPRESENTATIVE
Harrisburg, PA ~7110
DATE
ADDRESS
:j!ijj!!li!~~ 1mMl~,!]~~11lli1M~n!nfi!jjj~!OO!!0!!@irnUl1imOOl~~l1Illilt!Ji!RjM!jjijiilili
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.~ 9916 (0) (1.1)(i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to OffO(the use of the sUMving spouse is 0% (72 P.S. ~ 9116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or fOl" 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 OI'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.
3W46461.000
REV-1503EX+ (6-98l
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Virqinia L. Ames
21 04 0585
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.100 Shares
Acterna Corp
(Morgan Stanley Account)
DESCRlPllON
VALUE AT DATE
OF DEA 1H
2
2 1,974 Shares
Allied Capital Corp
(Morgan Stanley Account)
46,843
3 163.927 Shares
Alpine International Real
Estate Equity Fund
3,318
4 3,741.972 Shares
American Century Growth Fund
65,971
5 344 Shares
Bell Industries Inc
(Morgan Stanley Account)
1,049
6 43.9322 Shares
Bob Evans Farms
1,336
7 560 Shares
Bob Evans Farms Inc.
(Morgan Stanley Account)
8 1,781 Shares
Campbell Soup
(Morgan Stanley Account)
9 363 Shares
CKE Restaurants Inc
(Morgan Stanley Account)
10 467 Shares
Conocophi11ips
(Morgan Stanley Account)
U 2,997 Shares
Corning Inc
(Morgan Stanley Account)
16,850
48,265
3,692
33,862
34,076
Total from continuation pages
475,635
3W46961.000
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
730,899
Schedule B (Page 2)
Estate of: Virginia L. Ames
Item
No. Description
Value at Date
of Death
12 268 Shares
Covance loc
(Morgan Stanley Account)
9,297
13 2,886.924 Shares
Evergreen Investment Account
#224-222827001
35,682
14 998 Shares
Fab Industries
(Morgan Stanley Account)
3,493
15 GNMA Pool
(Mogan Stanley Account)
71
16 600 Shares
Herley Ind Inc
(Morgan Stanley Account)
11,688
17 900 Shares
Hershey Foods Corp
(Morgan Stanley Account)
80,028
18 1,000 Shares
ING Prime Rate Trust
(Morgan Stanley Account)
8,230
19 400 Shares
Intervoice Brite loc
(Morgan Stanley Account)
4,828
20 1,170.146 Shares
Janus Fund
26.527
21 536.777 Shares
Janus Twenty Fund
20,220
22 1,583.7346 Shares
Liberty All Star Growth Fund,
Inc.
10,833
23 800 Shares
Liz Claiborne
(Morgan Stanley Account)
26,808
24 829 Shares
Manulife Financial Corp
(Morgan Stanley Account)
29,786
Total (Carry forward to main schedule)
267,492
Schedule B (Page 3)
Estate of: Virginia L. Ames
Item
No. Description
Value at Date
of Death
25 Multi State Muni Trust
(Morgan Stanley Account)
128,839
26 1,332.709 Shares
Nicholas II, Inc.
29,120
27 268 Shares
Quest Diagnostics loc
(Morgan Stanley Account)
22,265
28 400 Shares
Russell Corporation
(Morgan Stanley Account)
6,496
29 22 Shares
Sands ton Corp
(Morgan Stanley Account)
7
30 87 Shares
Tumbleweed Communication Corp
(Morgan Stanley Account)
269
31 600 Shares
Washington Real Estate
Investment Trust
(Morgan Stanley Account)
15,684
32 147 Shares
Wendys International
(Morgan Stanley Account)
5,464
Total (Carry forward to main schedule)
208,144
REV-150aEX+(6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Virginia L. Ames
FILE NUMBER
21 04 0585
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 disclosed on Schedule F.
ITEM
NUMBER
OESCRIPTION
VALUE AT OATE
OF DEATH
1
Active Assets Money Trust
(Morgan Stanley Account)
84,932
2
GE Capital Long Term Care
Division
500
(Refund)
3
Hershey's Retiree Medical
Account
35
(Refund)
4
Holy Spirit Hospital
171
(Refund)
5
Liquid Asset Fund (Morgan
Stanley #410 042065 006)
4,544
6
Personal Property
100
(The decedent was a resident
of a nursing home at the time
of her death. The cost of an
appraisal was not warranted.
See attached statement of
donated goods.)
7
Wachovia Bank Money Market
Account #1010071424879
107,519
8
Wachovia Bank Checking Account
#1000521750469
8,160
3W46AD1,OOO
TOTAL (Also enter on line 5 Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
205,961
THE SALVATION ARMY
RECEIPT FOR DONATED GOODS
To:
[d-<Xtl
1 ~f'-- il-
Date:
~- /7-0 c;
This will acknowledge. WITH THANKS. the donation of the listed anicles or goods to The Salvation Anny to assist in th.
furtherance of its rehabilitation program for men and women.
Description of Anicles:
Condition:
HARRISBURG', PA
Address of Center
Valuation of gifts in kind are the privilege and responsibility of the donor. A Salvation A
market value will be supplied on request. Contributions are deductible for income tax p
. }':OTE: Du~ to th~ record keeping a.nd reporting requirements imposed by the Internal Re\'enue Scr...ice"the Salvation Anny requests all donors \\hl'
will require the Salv3tion A.rmy to execute a Form 8283. "Non-cash Charitable Contribution." for contribution o\'er SS.OOO 10 present such forms flJr
exccudoc in the time of the donation. the Salvation Army will not be able: to execute :iuch forms at any time thereafter if the donated pro~n~ cannol t'l~
traced. The Saharion Army is required [0 report to the Internal Re\cnuc Ser.ice the sales proac:ds of any single ih:m for \\hich the donl\r daimcd:1
dcduI.:li0n of more lhan S500 J.nd or "hen th~ don0r has conlribut~d more than 55.000.
REV.1510 EX+ (&-96)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONINEAL TH OF PENNSYLVANIA
INl-lERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Virginia L. Ames
FILE NUMBER
04 21 05B5
This schedule must be completed and filed if the answerto any of questions 1 through 4 on the reverse side ofthe REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPER1Y
ITEM II'CI..L(.E TrE W;ME OF 1l€ TRANSFEREE, THEIR RELATIONSHIP TO oeCEOENT flU) DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBE 1l€ DATE Of TR./lt.5FER. ATIACHACOP'f OF Tl-E oeEO FOR REAL ESTATE VALUE OF ASSET INTEREST IF .APPUCABLEl VALUE
1. Allstate Annuity #AC0037507A 63,910 100.000 0 63,910
2 Allstate Annuity #AC0037508A 30,709 100.000 0 30,709
3 Nationwide Life Insurance
Company (Annuity) 4,762 100.000 0 4,762
(Final Lump Sum Payment)
4 Northwestern Mutual (Annuity) 506 100.000 0 506
(Final Lump Sum Payment)
TOTAL (Also enter on line 7, Recapitulation) $ 99,888
(If more space is needed, insert additional sheets of the same size)
3W46AF 1.000
REV-1511 EX+(12-99)
COMMONINEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESlOENT DECEDENT
ESTATE OF
Virqinia L. Ames
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21 04 0585
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Carol Staz, West Shore County
Club (Memorial Dinner) 1,122
Total from continuation pages 542
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s) - -
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 34,676
3. 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
4. Probate Fees 865
5. Accountant's Fees 4,000
6. Tax Return Preparer's Fees
7.
1 CUmberland Law Journal 75
2 John Kern (Reimbursement of
Mailing Fees) 52
Total from continuation pages 125
TOTAL (Also enter on line 9. Recapitulation) $ 41,457
3W46AG1.000
(If more space is needed, insert additional sheets of the same size)
Attorney Fees
Attorney Fees were based on the guidelines of the Attorney General's Office in Johnson
Estate, 4 Fid. Rep. 2d 6 (Chester Co., 1983) as follows:
Total Gross Assets: $1,036,748
Per Schedule:
200,000.01 to $1,000,000.00
36,748 @ 2%
Non-Probate Assets
19,050@ 1%
=
$33,750
735
=
=
191
$34,676
The attorney also acted as Executor ofthe Estate.
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Schedule H part 1 (Page 2)
Estate of: Virginia L. Ames
Item
No.
2
Description
Amount
cremation Society of
Pennsylvania
Total (Carry forward to main schedule)
542
542
Schedule H part 2 (Page 3)
Estate of: Virginia L. Ames
Item
No.
3
4
Description
.Amount
The Sentinel
vital Records
(Death Certificates)
Total (Carry forward to main schedule)
95
30
125
REV-1512 EX + (12-03}
COMMONINEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Virqinia L. Ames
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
04 21 0585
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Messiah Village
VALUE AT DATE
OF DEATH
8,000
2 Pharmerica
88
3W46AH2.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
8,088
Schedule J part 2 B (Page 2)
Estate of: Virginia L. Ames
Item
No.
2
3
4
5
6
7
Description
Amount
Old St. George Methodist
Church
235 North Fourth Street
Philadelphia, PA 19106
(3/8 Share or .3750)
366,452
Shakertown At Pleasant Hill
Kentucky, Inc.
3501 Lexington Road
Harrodsburg, KY 40330
(1/16 or .0625)
61,075
American Association of
University Women, Scholarship
Fund
1111 16th Street, NW
Washington, DC 20036
(1/32 or .03125)
30,538
First United Methodist Church
520 East Birch Street
Palmyra, PA 17078
(1/8 or .1250)
122,150
Graduate School of Business
University of Chicago School
of Buisness
1101 East 58th Steet
Chicago, IL 80637
(1/8 or .1250)
122,150
Amelia Earhart Scholarship
Zonta International Foundation
537 Randolph Street
Chicago, IL 60661
(1/8 or .1250)
122,150
Total (Carry forward to main schedule)
824,515
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
V~ra~n~a L. Ames
FILE NUMBER
21 04 0585
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
1 Leslie E. Ames Murphy
210 Deerwood Circle
Warner Robins, GA 31088
General Bequests: 5,000
Niece
5,000
2 Frederick Harve Ames, III
4416 Birmingham Way
Raleigh, NC 27605
General Bequests; 5,000
Nephew
5,000
3
Karen Zeigler
307 Carla Avenue
Rehoboth Beach, DE 19971
(1/32 or .03125)
None
30,538
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Old Sturbridge Village
1 Old Sturbridge Road
Sturbridge, MA 01566
(1/8 Share or .1250)
122,150
Total from continuation pages
824,515
3W46All,OOO
TOTAL OF PART II . ENTER TOTAl NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, Insert additional sheets of the same size)
$
946,665
JEerst lUiU erttu illtstermtttt
":\?
OF
VIRGINIA L. AMES
I, VIRGINIA L. AXES, of Mechanicsburg, Cumberland County,
Pennsylvania, declare this to be my last Will hereby revoking all
prior wills and Codicils.
ITEM I: I direct the payment of my just debts not
barred by a statute of limitations and funeral expenses, the
expenses of my last illness and the expenses of administering my
estate, as soon as practicable after my death.
All federal, state and other death taxes
payable on the property forming my gross estate for that purpose,
whether or not it passes under this will, shall be paid out of the
principal of my probate estate just as if they were my debts,
and none of those taxes shall be charged against any beneficiary.
This provision shall not apply to any property over which I have a
gener~l power of appointment for federal estate tax purposes or any
transfer subject to generation-skipping transfer tax.
ITEM II: No provision of this Will shall exercise any
power of appointment I may have.
ITEM III: I direct that my property, real,
mixed, be sold at auction and from the proceeds,
bequeath the following specific bequests:
A. To my niece, LESLIE E. AXES MURPHY, the sum of Five
Thousand and nO/lOO ($5,000.00) Dollars, if she should survive
me by thirty (30) days. Should she not so survive me, I give,
personal
I give
and
and
devise and bequeath my said niece's share to her daughter,
MICHILE FINK, and her son, PATRICK T. MURPHY, in equal shares
or to the survivor of them.
B. To my nephew, FREDERICK HARVE AMES, III, the sum of
Five Thousand and nO/100 ($5,000.00) Dollars, if he should
survive me by thirty (30) days. Should he not so survive me,
r give, devise and bequeath my said nephew I s share to his
daughter, KATHLEEN BRENNAN AMES, and his son, JONATHAN AMES,
in equal shares, or to the survivor of them.
ITEM IV: I give, devise and bequeath all of the rest,
residue and remainder of my estate as follows:
A. r give, devise and bequeath One-eighth (1/8) share
to OLD STURBRIDGE VILLAGE, Massachusetts.
B. I give, devise and bequeath Three-eighths (3/8)
share to OLD ST. GEORGE METHODIST CHURCH, Philadelphia,
Pennsylvania.
C. I give, devise and bequeath One-sixteenth (1/16)
share to SHAKERTOWN AT PLEASANT HILL, Kentucky.
D. I give, devise and bequeath One-thirty-second (1/32)
share to AMERICAN ASSOCIATION OF UNIVERSITY WOMEN, SCHOLARSHIP
FUND, Washington, D.C., for a female recipient to honor the
Harrisburg American Association of Univerisity Women Chapter.
E. I give, devise and bequeath One-eighth (1/8) share
to the FIRST UNITED METHODIST CHURCH, Birch and Green streets,
Palmyra, Pennsylvania.
-2-
F. I give, devise and bequeath One-eighth (1/8) share
to the UNIVERSITY OP CHICAGO SCHOOL OP BUSINESS, Chicago,
Illinois.
G. I give, devise and bequeath One-eighth (1/8) share
to AMELIA EARHART SCHOLARSHIP ZONTA INTERNATIONAL, with all
funds entrusted to the Zonta Club of Harrisburg-Hershey.
H. I give, devise and bequeath One-thirty second (1/32)
share to my friend, KAREN ZEIGLER.
ITEM V; Any such property to which a minor would
otherwise become entitled but which the executor thinks unsuitable
for such minor shall be sold and the proceeds thereof shall be
distributed to the guardian(s) of the estate of such minor
hereinafter named, without bond, and the receipt of such
guardian(s) shall be a complete release of the executor. Any such
property to which a minor thus becomes entitled may be delivered to
the person with whom such minor resides or who has the custody of
such minor, without bond, and the receipt of such person shall be
a complete release of the executor.
ITEM VI; Manaaement provisions: No fiduciary under
shall be required to give bond or other security for the faithful
performance of the fiduciary's duties. Any such fiduciary shall
have the following powers, in addition to those given by law:
A. Retain/Invest: To retain and to invest in all forms
of real and personal property, including common trust funds,
mutual funds and money market deposit accounts, including
stock of a corporate fiduciary or its holding company,
-3-
regardless of any limitations imposed by law on investments
executors or trustees, or any principle of law. concerning
investment diversification;
B.
compromise
executor's
Comoromise: To engage in litigation and
claims and to abandon any property which, in
opinion, is of little or no value;
to
my
C. Borrow: To borrow from anyone, even if the lender
an executor hereunder, and to pledge property as security for
repayment of the funds borrowed;
D.
Sell/Lease: To sell at public or private sale, to
or to lease for any period of time, any real or
property, and to give options for sales or leases;
exchange
personal
E. Loan/Purchase: To make loans to, and to buy property
from, my executors, administrators or trustees; and to payoff
any loans I may have taken against any life insurance policies
owned by me that remain unpaid at the time of my death;
F. Capital Chanqes: To join in any merger,
reorganization, voting-trust plan or other concerted action
of security holders, and to delegate discretionary duties with
respect thereto;
G. Allocate: To allocate any property received or
charge incurred to principal or income or partly to each,
without regard to any law defining principal and income;
H. Divide:
separate trusts for
To divide any trust into two or
tax, accounting or other reasons;
more
-4-
I. Distribute: To distribute in kind and to allocate
specific assets among the beneficiaries (including any trust
hereunder) in such proportions as my executor may think best,
so long as the total market value of any beneficiary's share
is not affected by such allocation;
J. Reserves: To maintain reasonable reserves for
depreciation, depletion, amortization and obsolescence;
K. Tax options:
1- Death Taxes To exercise any options
available in determining and paying death
taxes in my estate, and to allocate my
generation-skipping tax exemption;
These authorities shall extend to all property at
any time held by my executor or my trustee and shall continue in
full force until the actual distribution of all such property,
except as specifically stated. All powers, authorities, and
discretion granted by this Will shall be in addition to those
granted by law and shall be exercisable without court
authorization.
ITEM VII: Protective provision: The interest of
beneficiaries in principal or income shall not in any way during
their respective lifetimes be subject to the claims of their
creditors and others nor to legal process, and may not be
voluntarily or involuntarily alienated or encumbered, except that
nothing in this article shall preclude the assignment of all or any
part of a beneficiary's interest to his or her descendants.
-5-
ITEM VIII: Any person who shall have died at the same time
as the Testatrix or in a common disaster with her, or under such
circumstances that it is difficult or impossible to determine who
died first, shall be deemed to have predeceased her.
ITEM IX: I hereby nominate, constitute and appoint
DEBORAH A. HUGHES, Attorney-at-Law, to be my Executrix. My
Executrix specifically is relieved from the duty or obligation of
filing any bond or other security.
I, VIRGINIA L. AKES, the Testatrix, sign my_ name to this
instrument this '- ~ day of ~~ , 1992, and
being first duly sworn, do hereby declare to the undersigned
authority that I sign and execute this instrument as my last Will,
consisting of this and the preceding five (5) pages, and that I
sign it willingly, that I execute it as my free and voluntary act
for the purposes therein expressed, and that I am eighteen (18)
years of age or older, of sound mind, and under no constraint or
undue influence.
vZ;~~ ~d~-4
),'le, L'Amh..1.2 d~~/;OU5/ , 5;-\-ONl ( /4 h^".l\,./ ,
and CbrvL L Afll.iJ1OHlrl . , the witnesses, sign our names to
this instrument, being first duly sworn, and do hereby declare to
the undersigned authority that the Testatrix signs and executes
this instrument as the Testatrix's last will and that the Testatrix
signs it willingly, and that each of us, in the presence and
hearing of the Testatrix, hereby signs this Will as witnesses to
the Testatrix's signing, and that to the best of our knowledge the
-6-
Testatrix is eighteen (18) years of age or older,
under no constraint or u~e influence.
of sound mind and
G,'Kft 011...<..
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COMMONWEALTH OF PENNSYLVANIA
.
.
: SS
COUNTY, OF
Subscribed, sworn to and acknowledged before me by VIRGINIA L.
AMES, the Testatri , and subscribed and sworn to before me by
I ~ci2... //c ~()[" I , -S+(1(J U1 If. F=D::Jle.> , and
~ OJ () I.... L" 11 cf!.1 On- ' , witnesses, this ,~..:> day of
,();,[lrrv!'ifl\. , 1992.
"OJ)ilACdl) [J UtM lu...
Notary Public ,J
NQ1ARIALSElll ,
DEBORAH A. HUGl1ES, NoialY P\iJIi't
1WriIbufg. Dauphin ~
Ioly CQmlrisIiClII ~ JaIl. 2, 1993
-7-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HUGHES DEBORAH A
POBOX 961
HARRISBURG, PA 17108
-------- fold
ESTATE INFORMATION: SSN: 382-30-1220
FILE NUMBER: 2104-0585
DECEDENT NAME: AMES VIRGINIA l
DATE OF PAYMENT: 02/01/2005
POSTMARK DATE: 02/01/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 05/11/2004
NO. CD 004909
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,081.00
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TOTAL AMOUNT PAID:
$6,081.00
REMARKS:
CHECK# 1011
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
KirkS.Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
190
2/3/2005
VIRGINIA L AMES
21-04-0585
DEBORAH A HUGHES, ESQ.
P.O. BOX 961
"
HARRISBURG, PA 17110
455.00
Total
$455.00
Qty
1
Fee Description
Additional Probate
Fee
Total:
$455.00
Olecks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
DEBORAH A. HUGHES
.w'u..-...y dk.
lOBO L1NGLESTOWN ROAD
SUITE 106
POST OffiCE BOX 96 I
HARRISBURG. PENNSYLVANIA 17108
Augnst 24, 20ctiI7) 651-1772
fAX (717) 651-1778
E.MAIL dhughes@ssbc.law.com
BANKRUPTCY SYECIAUST
\;
Register ofWiils
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Virginia L. Ames
No. 2004-00585
Dear Register:
Enclosed for filing please find the original and one eopy of the Final
Status Report with regard to the above captioned matter.
Please time and date stamp the extra copy and return it to me in the
enclosed self-addressed stamped envelope.
Thank you, in advance, for your assistance in this matter.
Very tnlly yours,
DAI-I/c1ac
Enclosurcs
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: VIRGINIA L. AMES
Date of Death: 5-11-2004
Will No. 2004-00585
Admin. No.
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
I. State whether administration of the estate is complete:
Yes....;L 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-2L-
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..K 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.
Dated: ?)<f-()rs- ~l a f L /J ~
Signature =":r
DEBORAH A. HUGHES. ESO.
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P.O. Box 961
Harrisburg. PA 17108
Address
(717) 651-1778
Telephone Number
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