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HomeMy WebLinkAbout04-0181Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Ruth K. LaRue No. ~l- also known as , Deceased Social Security No. 195-32-4280 Petitioner(s). who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) ['~ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or Dec{)dent, dated 12/1/89 ~n 'd codicil(s) dated I named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 1700 Market Streetr Borough of Camp Hilly Cumberland County (Camp Hillr PA 17011) (list street, number and municipality) Decedent, then 96 years of age, died February 11 ,2004 , at 1700 Market Streett Camp Hill (Location) Decedent 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 ........................................................................................ $ Total ..................................................................................................................... $ Real Estate situated as follows: 2~500.00 2~500.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: I Signature Typed or printed and residence name James Brindle 4294 Southview Lane Doylestown, PA 18901 RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed ar'~d subscribed )re me this day of James Brindle DECREE OF REGISTER Estate of Ruth K. LaRue also known as Deceased AND NOW,~'-'~'~-'-.~"L ~,4.,uL~.~--..../ oO'-L/ ~ , 2004 , in consideration of the Petition on the reverse side hereon, satisfactory pr~'~f having been presented before me, IT IS DECREED that Letters I~ Testamentary [~ of Administration (c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoritate) are hereby granted to James Brindle in the above estate and that the instrument(s), if any, dated December 1 ~ 1989 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... Short Certificate(s) ............... $ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ) ..............$ Codicil ................................. $ JCP Fee ................................. $ Inventory & Tax Forms ............. $ Other ...................................... $ RW-TA Attorney Attorney: Kent H. Patterson I.D. No: 15307 Address: 221 Pine Street Harrisburg PA 17101 Telephone: (717) 238-4100 DATE FILED: ¢~""~ his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Local Registrar P 9963088 No. ~ Date 3 Rev 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ° VITAL RECORDS CERTIFICATE OF DEATH I--Oq' '" 1 8'1 i STATE FILE NUMSER ~ ' NAME OF DECEDENT (First, Middle, Last) SEX SOCIAL SECURITY NUMBER DATE OF DEATH (Month. Day, Year)  AGE (Last Bi~hday) UNDER 1 YEAR UN~ER 1 DAY I DATE OF B RTH BIRTHPLACE (Ci~ and P~CE OF ~ATH ~heck only ~n~ - see inst~¢ion~ on ~ther sid~ e Months Days Hours Minutes [ (Month, Day, Year State ~ F~eign Count~) HOSP TAL OTHER COUN~ OF DEATH C ~ · , BORO, ~P OF D~TH FACILI~ NAME (If not Inshtutlon, gpve street and number) WAS DECEDENT OF HISPANIC ORIGIN? (Saetia) ~CE - American Indian, Black, White, et, (Specie) DECEDENTS USUAL OCCUPATION KIND ~F BUSINESS / INDUSTRY ~AS DECEDENT EVER IN ] DECEDENTS ~DUCATION ' ~ MARITAL STATUS - Maffied ffDECEDENTS MAILING ADDRESS (Street C~own State Zip ~e) DECEDENT'S ~]- - ' , " ~ ' ~~ '~' 'J ~O ~~ ~. ' ' ACTUAL t7a. State ~1~ Did 17c, ~ Yes, dec~entlivedm RESIDENCE dec~ent ~P. other side) 17b. Coun~.l ~.~ on township? ~ No, decedent lived ~__ within actua, limits of =~p ~,'1I city/b FATHER'S ~ME (First. Middle, Last) MOTHER'S NAME (First, Middle, Malden Sumac) INFOR~NTS NAME (Type/PH~ iNFORMANPS MAiWNG ADDRESS ~Street, CiN~ow~. Star.Zip Code)  '"~ETHOD OF DtSPOSITION [ DATE OF DISPOSITION Donation ~ Bu.al ~ C .... lion ~ ..... g ~om State ~ ~ [ (Monm, O ....... ) orP~Eumer ~,aceDISPOsITION' N .... f Cemete~. Cremato~ I LO~ION - City .... ~ete items 2~c only whe,~ei~ing To the ~sl of my knowledge, death o~u~ed al ~e dine, da~e and place s~ted Items 24-26 must be completed by TIME OF D~TH~ ///) I D&TE PROnOUnCED D~D (Month, Day, Year WAS CASE REFERRED TO A MEDICAL E~MINER/CORONER? IMMEDIATE CAUSE (Final '~ onset and death di ......... dition ~ resulting i~ death)~ a · if any, leading to Im~diate DUE TO (OR AS A CONSEQUENCE OF}: cause. Enter UNDERLYING CAUSE (Disease or inju~ c., , ', that initiated events DUE TO (OR AS ~ CONSEQUENCE OF): i resulting o~ death ) ~ST WAS AN AUTOPSYWERE AUTOPSY FINDINGS MANNER OF D~TH DATE OF INJURY TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. PERFORMED? AVAI~BLE PRIOR TO {Month, Day, Year) COMPLETION OF CAUSE Natural ~ Homicide OF DEATH? Accident ~ Pendtng l ..... igation ~ Yes ~ No ~ Yes ~ No ~ Yes D No D Sui~de ~ Could not be determined ~ P~CE OFINJURY- At home, fa~, streeL factor, office (Street, Citron. State) 28a. 28b. 29. 30e, 30f, CERTIFIER (Check only one) · CERTIFYING PHYSICIAN (Physician ce~i~ing cause of death when another physician has ronounced 0eath and comple ed leto 23) To the ~st o~ my knowledge, death occu~ed due ~o the caused(s) and manner as sta~ ................................................................ · PRONOUNCING AND CERTIFYING PHYSICIAN (Physician both Dro~ouncing death and ce~i~ing te cause of death) LICENSE NUMBER ~ D~ED (Month, Day, Year) · MEDICAL E~MINE~CORONER NAME AND ADDRESS OF PER~ON WHO ~MPLETED CA~ OF D~TH 3~a. LAST WILL AND TESTAMENT OF RUTH K. LARUE I, RUTH K. LARUE, of 2515 North Second Street, Harrisburg, Dauphin County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me heretofore made. ITEM I: I hereby direct my hereinafter named Executrix or Executor to pay all my just debts, funeral expenses, estate and inheritance taxes as soon after my death as may be found convenient. ITEM 2: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to the Memorial Fund at ZION LUTHERAN CHURCH, 15 South Fourth Street, Harrisburg, Pennsylvania. ITEM 3: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to JEFFREY BRINDLE, of 4294 Smithview Lane, Doylestown, Pennsylvania. In the event that JEFFREY BRINDLE has not reached the age of eighteen (18) years at the time of my death, I nominate, constitute and appoint his father, JAMES BRINDLE, as guardian of his estate. CLECKNER & FEAR£N ATTORNEYS AT LAW In the event that JEFFREY BRINDLE does not survive me, I give and bequeath his One Thousand Dollars ($1,000.00) to his sister, JULIE BRINDLE, of 4294 Smithview Lane, Doylestown, Pennsylvania. ITEM 4: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to JULIE BRINDLE, of 4294 Smithview Lane, Doylestown, Pennsylvania. In the event that JULIE BRINDLE does not survive me, I give and bequeath her One Thousand Dollars ($1,000.00) to her brother, JEFFREY BRINDLE, of 4294 Smithview Lane, Doylestown, Pennsylvania. ITEM 5: I give and bequeath the sum of $1,000.00 to the following named persons: (a) JAMES BRINDLE, of 4294 Smithview Lane, Doylestown, Pennsylvania. (b) BESS BRINDLE, of 4294 Smithview Lane, Doylestown, Pennsylvania. (c) DOROTHY BRINDLE, of 360 North 28th Street, Camp Hill, Pennsylvania. In the event that any of the named beneficiaries in this Item do not survive me, I give that deceased beneficiary's share equally to the other surviving beneficiaries named in this Item. ITEM 6: I give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed, of CLECKNER & FEAREN ATTORNEYS AT HARRIS~aURG, PENNSYLYAN~A whatsoever nature and kind, wheresoever situate and from whatsoever source derived, to my sister, DOROTHY BRINDLE, if she survives me. If my sister, DOROTHY BRINDLE, does not survive me, I give, devise and bequeath all the rest, residue and remainder of my estate in equal shares to JAMES BRINDLE and BESS BRINDLE, or the survivor of them. ITEM 7: I nominate, constitute and appoint my sister, DOROTHY BRINDLE, as Executrix of this my Last Will and Testament. In the event that my said sister has predeceased me or is otherwise unable to serve, I nominate, constitute and appoint JAMES BRINDLE, as Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ ~_/~~__ (SEAL) RUTH'~Kf LARUE CLECKNER & FEAREN ATTORNEYS AT LAW HARRISBURG, PENNSYLVANIA Signed, published and declared by the said Testatrix, RUTH K. LARUE, to be her Last Will and Testament, who, at her request and in her presence and in the presence of each other, we, believing her to be of sound and disposing mind and memory, have hereunto COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF DAUPHIN : We, RUTH K. LARUE, Testatrix, ,r~c~/~gi) ~-C~f_~I~V~;, and ~~ /~. ~/~f~ , witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. GLECKN£R & FEAREN ATTORflEYS AT LAB/ HARRISBURG, PENNSYLVANIA RUTH -K. ~E Z Te~statrix / Subscribed, sworn to and acknowledged before me by RUTH K. LARUE, the Testatrix, and subscribed and sworn to before me by , ~65~ ,A//_-~-and t,,~"~,"-~/ ,-~. ~/~ ~ · witnesses, this /~ day of ,~~~' , 1989. / Nota:~ }ubli~ SHARON K. SHAFFER. NOTARY PU~IC HARRISBURg, DAUPHIN CO[JNTY MY COMMI~t~ ~FiR~ AUG. 17, 1~ RUTH K. LARUE CLECKNER AND FEAREN ATTORNEYS AT LAW 31 NORTH SECOND STREET HARRISBURG, PENNSYLVANIA iTlOI JRD/June 30, 1992/17858 JUL 1 3 2804- In Re: Estate of RUTH K LARUE Late of CAMP HILL BOROUGH Estate No.: 21-04-181 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUlVlBERLAND COUNTY PENNSYLVANIA NO. 21-2004-181 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: JAMES BRINDLE Counsel for Personal Representative: KENT It PATTERSON, ESQ. Date of Grant of Original Letters: 02-23-2004 Date of Delinquency Notice: 06-02-2004 The undersigned, Glenda Famer-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 JUNE 2, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 07-13-2004 Distribution: Personal Representative Counsel for Personal Representative Estate File Glenda Famer Strasbaugh'"~l~. Clerk of the Orphans' Court' A heating is scheduled for at in Courtroom No. ~f~e J~e~ification of Notice is filed prior to the heating date, the hearing will automati a f f GeorgettE. Hoffer, P.J. [ JRD/June 30, 1992/17858 In Re: Estate of RUTH K LARUE Late of CAMP HILL BOROUGH Estate No.: 21-04-181 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2004-181 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: JAMES BRINDLE Counsel for Personal Representative: KENT H PATTERSON, ESQ. Date of Grant of Original Letters: 02-23-2004 Date of Delinquency Notice: 06-02-2004 The undersigned, Glenda Famer-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 JUNE 2, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a heating to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 07-13-2004 Distribution: Glenda Famer Strasbaugh'~"'rQhit Clerk of the Orphans' Court' Personal Representative Counsel for Personal Representative Estate File heating is scheduled for at in Courtroom No. 3~j~ti~caatij~of Notice is A filed pri°r t° the hearing date' the hearing will aut°matical~fiS~t~V V~r ~ George E. Hoffer, P.J. REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of decedent Ruth K. LaRue Date of death February 11, 2004 Will No. n/a Admin No. 2004-00181 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Or~hans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on August 23, 2004. Name James H. Brindle Address 5294 Southview Lane, Doylestown, PA 18901 Bess M. Brindle 5294 Southview Lane, Doylestown, PA 18901 Jeffrey M. Brindle 102 Rachel Lane, Coatesville, PA 19320 Julia M. Brindle 1059 Danby Road, Apt. 4, Ithaca, PA 14850 Zion Lutheran Church 15 South Fourth Street~ Harrisburg, PA 17101 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Capacity: Signature Name Address Telephone X Kent H. Patterson 221 Pine Street Harrisburg, PA (717) 238-4100 17101 Personal Representative Counsel for Personal Representative REV-1500 EX + (6-00) ',* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W C W (J W C LaRue Ruth K. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONLY FILE NIMBER ~CODE-~~~L~Rl- SOCIAL SECURITY NUMBER 1 95- 3 2 - 4 2 8 0 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER UJ I- ~ ::!;en ()a:~ UJ a. () J: 00 " a:...J ..., a. III a. <I: 02/11/2004 06/23/1907 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) [Xl 1. Original Return D 4. Limited Estate [Xl 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date ofdealh after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) D 10. Spousal Poverty Credit (date ofdealh between 12-31-91 and H-95) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Kent H. Patterson 221 Pine Street FIRM NAME (If Applicable) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) !z UJ o z o a. en UJ a: a: o () TELEPHONE NUMBER 717 238-4100 Harrisbur PA 17101 z o ~ < ...J =>> l- ii: < (J w a:: z o ~ < l- =>> a. :E o (J >< < I- OFFICIAL USE ONLY 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 1,520.48 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 6,508.81 l. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) X _(15) X _(16) X .12 (17) 0.00 X .15 (18) 0.00 (19) 0.00 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subjectto 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) 8,029.29 (8) 16. Amount of Line 14 taxable at lineal rate 2,781.36 113,419.26 (11) (12) (13) 116,200.62 -108,171.33 1,000.00 17. Amount of Line 14 taxable at sibling rate (14) -109,171.33 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 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 < < , DecGdent's Com lete Address: STREET ADDRESS 1700 Market Street (Borou h of Camp Hill, Cumberland Count ) CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 [Xl b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [Xl c. retain a reversionary interest; or ...................................................................................................... 0 [Xl d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [Xl 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 [Xl 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 [Xl 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .... ................................................................................................... 0 [Xl 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 peijury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUREt<F PERS?N RESPONSIBL,E "CW FILING RETURN ~t\.~u.~ ADDRESS James H. Brindle, Executor 4294 Southview Lane, Doylestown SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE 17 ..JQr) CJ:::D5 PA 18901 DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the [72 P.S. 99116 (a) (1.1) (i)]. . -, ---'" nn tho np.t value of transfers to or for the use of the surviving spouse is 3% ~~ YO.CC) ~ . surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. ~ 5 . (,;\) ~ assets and filing a tax return are still applicable even if For dates of death on or after January 1, 1995, the tax rate imposed on th! The statute does not exemot a transfer to a surviving spouse from tax, anI 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 or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. ~~ A.f>t:> IS <.Yb "j '~~l The tax rate imposed on the net value of transfers to or for the use of the pt as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [f2 t'.;:'. Sl1llvI..l)(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. to or for the use of a natural parent, an adoptive parent, REV-1503 EX + (6-98) '* SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LaRue. Ruth K. FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 43 shares of MetUfe stock at $ 35.36 per share VALUE AT DATE OF DEATH 1,520.48 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,520.48 REV.15GS EX + (6.9S) '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF LaRue. Ruth K. FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T Bank 4,032.64 Checking account #10065741 2. Manor Care refund 1,723.92 3. Pennsylvania Retirement 353.21 partial month payment 4. PEBTF Payment 399.04 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6 508.81 REV-1511 EX + (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF LaRue. Ruth K. FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) 900.00 Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 1,200.00 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 62.00 5. Accountants Fees 6. Tax Return Preparer's Fees 7. Cumberland Law Journal 75.00 8. Patriot-News 115.45 9. Executor Travel expenses Doylestown/ Harrisburg/Carlisle(mileage, tolls, lodging) 218.01 10. M&T Bank check printing charge 22.00 11. Kimmel Funeral Home - newspaper obituary & death certificates 63.90 12. Register of Wills 25.00 13. Reserve for costs 100.00 TOTAL (Also enter on line 9, Recapitulation) $ 2781.36 (If more space is needed, insert additional sheets of the same size) REV.1512 EX + (6-98) '*' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LaRue. Ruth K. FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. West Shore EMS 399.04 2. Commonwealth of Pennsylvania Department of Public Welfare Class 3 Claim for medical expenses 15,016.48 3. Commonwealth of Pennsylvania Department of Public Welfare Class 6 claim for medical assistance 96,269.45 4. Manor Care 1,734.29 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 113.419.26 ,co,,':".'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER LaRue Ruth K. RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. James H. Brindle Nephew 1000.00 & 50% 5294 Southview Lane Doylestown, PA 18901 2. Bess M. Brindle Spouse of nephew 1000.00 & 50% 5294 Southview Lane Doylestown, PA 18901 3. Jeffrey M. Brindle Grand-nephew 1000.00 102 Rachel Lane (son of nephew) Coatesville, PA 19320 4. Julia M. Brindle Grand-neice 1000.00 1059 Danby Road, Apt. 4 (daughter of nephew) Ithaca, P A 14850 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 1. Zion Lutheran Church 1,000.00 15 South Fourth Street Harrisburg, PA 17101 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 1 000.00 (If more space is needed, insert additional sheets of the same size) , I ') ~"'-~ ~~ ~ ~, I " ') ~ ~ ~ -..J ~ r~~ , " .,........ :' LAST WILL AND TESTA~ffiNT OF RUTH K. LARUE I, RUTH K. LARUE, of 2515 North Second Street, Harrisburg, Dauphin County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me heretofore made. ITEM I: I hereby direct my hereinafter named Executrix or Executor to pay all my just debts, funeral expenses, estate and ...., inheritance taxes as soon after my death as may be found convenient. ITEM 2: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to the Memorial Fund at ZION LUTHERAN CHURCH, 15 South Fourth Street, Harrisburg, Pennsylvania. ITEM 3: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to JEFFREY BRINDLE, of 4294 Smithview Lane, Doylestown, Pennsylvania. In the event that JEFFREY BRINDLE has not reached the age of eighteen (18) years at the time of my death, I nominate, constitute and appoint his father, JAMES BRINDLE, as guardian of his estate. AnORHEY$ AT LAW C~ECKNER a FEAREN AR ':ilSBURG. PENNSYLVANIA \ . i ,~; \ ',J \Y .~ \ ':y ,-.. \\ ~ \. . ,...-J . ""- J ~ ~" ~ ~~ ~~.. \ .....,.-/ In the event that JEFFREY BRINDLE does not survive me, I give and bequeath his One Thousand Dollars ($1,000.00) to his sister, JULIE BRINDLE, of 4294 Smithview Lane, Doylestown, Pennsylvania. ITEM 4: I give and bequeath the sum of One Thousand Dollars ($1,000.00) to JULIE BRINDLE, of 4294 Smithview Lane, Doylestown, Pennsylvania. In the event that JULIE BRINDLE does not survive me, I give and bequeath her One Thousand Dollars ($1,000.00) to her brother, JEFFREY BRINDLE, of 4294 Smithview Lane, Doylestown, Pennsylvania. ITEM 5: I give and bequeath the sum of $1,000.00 to the following named persons: (a) JAMES BRINDLE, of 4294 Smithview Lane, Doylestown, Pennsylvania. (b) BESS BRINDLE, of 4294 Smithview Lane, Doylestown, Pennsylvania. (c) DOROTHY BRINDLE, of 360 North 28th Street, Camp Hill, Pennsylvania. In the event that any of the named beneficiaries in this Item do not survive me, I give that deceased beneficiary's share equally to the other surviving beneficiaries named in this Item. ITEM 6: I give, devise and bequeath all the rest, residue and ATTORNEYS AT L.AW CLECKNER a FEAREN remainder of my estate, whether real, personal or mixed, of IARRISBURG, PENNSYLVANIA whatsoever nature and kind, wheresoever situate and from whatsoever source derived, to my sister, DOROTHY BRINDLE, if she survives me. If my sister, DOROTHY BRINDLE, does not survive me, I give, devise and bequeath all the rest, residue and remainder of my estate in equal shares to JAMES BRINDLE and BESS BRINDLE, or the survivor of them. ITEM 7: I nominate, constitute and appoint my sister, DOROTHY BRINDLE, as Executrix of this my Last Will and Testament. In the event that my said sister has predeceased me or is otherwise unable to serve, I nominate, constitute and appoint JAMES BRINDLE, as Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of l)..(J~tJ.~ , 1989. Ru(h-:ifrUEA< ~~P- (SEAL) * * * Signed, published and declared by the said Testatrix, RUTH K. LARUE, to be her Last Will and Testament, who, at her request and in her presence and in the presence of each other, we, believing her to be of sound and disposing mind and memory, have hereunto su~sr_~~~;~es as :1tnesses. (/Y~~~'?.t~4~e~- OF / mm" & m~''7/,17L d lCFtJz4:J OF ATTORNEYS AT LAW ARRISBURG. PENNSYLVANIA I/a;j~v, ~ I )? 1 cr , :C:A1:.t:">C~-<'/ / .. . COMMONWEALTH OF PENNSYLVANIA 55: COUNTY OF DAUPHIN r;) We, RUTH K. LARUE, Testatrix, A~\Cf(A{'i) (;V. (~CILlVEIL-; and G?/?/-JI/ ,,4 / //) h e:'" <:" /~ ".// 1 \,,,,,,; , witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. /Q ".~--'" ~ (~ L"/}"j'~-A1fr (~& ,~ f__ RUTH K. ~. E - Testatrix L<~~~&"~' LL-/F?L/ d. /!ititAxJ I Subscribed, sworn to and acknowledged before me by RUTH K. LARUE, the Testatrix, and subscribed and sworn to before me by Qc.ffIlt2iJ W, C':--cC-f!'i1(/3/2.and vf'l/r?L/ A. /0~/qS , witnesses, this lor day of ./)e~--rvLl~ , 1989. C~ECKNER a FEAREN ATTORNEYS AT LAW (?};{M~Y~<~ / Notar ubli "RIS.UR~. PENNsYLYANIA ."...--......-.......,- .. ..- NOTAR!J\L SE/il.. J SHARON K. SHAFFER, NCTl.RY PUBLIC HARRiSBURG, DAUPHiN COUNTY MY COMMIS~,iCIN fDiPlfHJ$ AUG, 17, Hi92 .-.u~IM\>I_~_...._".......~..___"".__ ~r_' ".~ ,':..... . .. .... ... \:~ :'~.. t/ ~..1(':,,.1,..,.5 INVENTORY Estate of Ruth K. LaRue No. 2004 00181 , Deceased Date of Death 2/11/04 Social Security No. 195-32-4280 also known as Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory indude all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedenfs death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of '8 Pa, C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Kent H. Patterson ~~~ I.D. No.: 15307 Address: 221 Pine Street Dated 22. M o.r 2..005 Harrisburq Telephone: 717-238-4100 PA 17101 Description 43 Shares of MetUfe Stock @ $35.36 per share Value 1,520.48 M&T Bank - Checking Account #1006574 4,032.64 Manor Care Refund 1,723.92 Pennsylvania Retirement Partial Month Payment 353.21 PEBTF Payment . 399.04 c., c Total 8,029.29 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. 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 KENT H. PATTERSON 221 PINE STREET InvoiceNo: Invoice Date: Estate of: Estate No: 431 7/1/2005 RUTH K. LARUE 21-04-0181 Bill To: JA HARRSIBURG, PA 17101 Qty 1 Fee Description Additional Probate Fee Total 15.00 $15.00 Total: $15.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~-'Hl~~C.li,.\lf(.'pl~~ITANCE TAX ~~I\Jstit!!fITJr~llj,!!W.E 011 DISALLDIIANCE Of:.~TIeN~","'D'. ASSESSHENT OF TAX 09-13-2005 LARUE 02-11-200ct 21 Oct-0181 CUMBERLAND 101 APPEAL DATE: 11-12-2005 ( See reverse side under Objections) Amount Rellittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _ .-----.-------------------------------------.------.--------------------.------------------ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RUTH K FILE NO. 21 04-0181 ACN 101 I" ID~TE . "E:STATE OF DATE OF DEATH FILE NUMBER COUNTY -'ACN BUREAU OF INDIVIOUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 '1nnc: ('r:'O ~ 3 I".", ;;, ; ,..~,,' '" v ..1 ,,' 1J1' i 'j 01 rn/ ,,...,:: ',)I_;_~' " '. \. KENT H PATTERSON 221 PINE ST HBG opr! . r-: t" PA 17101 ESTATE OF LARUE TAX RETURN liAS: I)() ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estate (Schedule A) 2. Stocks _ Bonds IScheclul. B) 3. Closely Held Stock/Partnership Interest (Schedule CJ 4. KortgageslNotes Receivable (Schedule D) S. Cash/Bank Deposits/Mlsc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule t) 8. Tot.l Assets ) CHANGED SEE (1) (2) (3) (4) IS) (6) (7) .00 1.520.ct8 .00 .00 6.508.81 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral ExPenses/A~. Costs/Hlsc. Expenses (Schedule H) 10. Debts/Kortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of rax R.turn 13. Charltable/Govern..ntal Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Est.ie Subject to Tax NOTE: I~ an assess.ent was issued previously, lines reflect ~igures that include the total of Abb ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rat. (15) 16. Amount of Line 14 t~able at Line81/Class A rate (16) 17. A.ount of Line 14 .tSibling rate (17) 18. A.ount of Line 14 taxable at Colleteral/Class 8 rate (18) 19. Principal Tax Du. (9) (10) 2,781.36 '* REV-1547 EX AFP (06-05) RUTH K 113.419.26 Ill) (12) (13) (14) DATE 09-13-2005 ATTACHED NOTICE NOTE: To insure proper credit to your account, submit the upper portion of thi.. for. with your tax pay.ent. 8,029.29 l1it.?OO it? 108,171.33- .00 108,171.33- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (19)= .00 .00 .00 .00 .00 TAX CREDITS' rATnon, U;';.i .+, AI10UNT PAID DATE INTEREST/PEN PAID 1-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST" . IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. . IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE ouk.: A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) cumberland County - Register Of Wills Oue Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/04/2006 PATTERSON KENT H 221 PINE ST HARRISBURG, PA 17101 RE: Estate of LARUE RUTH K File Number: 2004-00181 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS I 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: 2/11/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~L~V~ GLENDA FARNER STRASBADGH REGISTER OF WILLS cc: File Personal Rep~esentative(s) Judge 'J?; <1> ~ <1> 0 v <1> en III en <1> 0 :0 en .~ :iE C ~ Q3 c ~ t\1 Q) '0 0 ..... en 0 .I:: en N ~~ ~ ~ 0 '0 ~ ~ Z .;., Q) CJ) OJ ~ DO :2 D III ~ C\I 0 .E ~ ~ C"- d ...... a E ~ "(ij "0) <1> 0 ~ 0 ~ Q) <1> l"'- E .0 VJ II: 1 .g en ~ E d ..::r (/) a.~ q ~ cO - ~ ! c "0 rlja:o ..::r ~ ~ ~ ODD :0 ~ ~ Lf1 Q) .....=t ~ .~ "Q) "(ij "~ ....D '0 :0 <1>:2 ; "(ij Q3 ..::r '0 ~ :2 0 t\1 ~ a.i '0 ~ c ~li=1iS~ ru <1> <1> 8:e~::J ~ Cl > - a. =C/) .~ a a: ~ 'C Cl Q)W i '0) 'C)- c73l&DD Cl 0 ~ :!::: a: <1> d a: c.; ~ Cl E ru ::J cO Q) a: .....=t 0 cD ~ CD Lf1 <1> ~ 0 Cl E CD 0 Q) g. Cl 0 > ~ " 'cu rl ["- CD 5E 0 o "(i.j.c >- CD g~~B:5 " rl <("~ ~"E '5 ~ [' ("j~cn~tsE ::r:: r--! ~ 0 "'CCD~CDCUCD H 0 c "~ "'C .c.c Q. 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(j) ct> -=' 0- ct> ':'1 -0 a5' 0> (J) CO "0 ..., ~ ...c::. o c ..., -=' 0> 3 SO 0> 0- 0- ..., co (J) ~ 0> '::i 0- ~ -0 -+ ~ S' g. rr; r;j' o )<. . ~ c z ~ rn o 'E ~ m -0 o ~ ~ (j) ~ e:::. o fT\ - -- - -- - - ::=- ~ - -- .~ ~~ ~ - in 4) (~ \ ~CD ~~ 0:1: ~ no \ ~~ :r <:::> fh 4) 4) ~~ $:0' i 8? U.e 'U) "0 0.3 ~'5 0 .~ 'ij)g ~~ no :e go: B o:c ~c 1:4) "O~ -e .;!4) ~~ ~~ "0 'U)~ I: ~@. ~ fJ7 "t ~. ~ ~ jilt !!: i" ............ ~S ,..... :;. "--' ... Ill" ~fFJ , ~ l~\~-' :~: . . I · : :1 \'}: . . , . . . . . <:::::c \ \ .~ ~ ..........: a- ]l nc \:t::~. i ~ \~ ::. :-: :~ ~. . .0 o..!;k .- :=a: =a::N Ilt :"5. ~ is ~ o :~ lD:2:1 -- ~ '0.: -(I) ~ 1: :~~:~ .. Q) '_'" .:t::- ~ (I) :<t) 0:0 ~ III II) 4) u. olS II) i Ui o 0- m ;2 Ln9n S~~n 2000 029~ SOOL ---.--. --- -- --- -- --------- ---~ r ;', "~ ," = : \/ E iJ MA,{ 1 --! ~, ,', ~' Estate of LARUE RUTH K Late of CAMP HILL BOROUGH ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-04-00181 Date: 3/14/2006 NO.: 21-04-00181 PATTERSON KENT H 221 PINE ST HARRISBURG PA 17101 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS I COURT RULE Personal Representative: BRINDLE JAMES Personal Representative Counsel: PATTERSON KENT H Date of Decedent's Death: 2/11/2004 Date of Delinquency Notice: 2/11/2006 The undersigned, Glenda Farner Strasbaugh, Clerk of Orphans' Court, in accordance with rule 6.12, 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 their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of Orphans' Court on 1/05/2006 and that the ten (10) day notice to file the status report has expired. Accordin9ly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel ~~~ . " Glenda Farner Strasbaugh Clerk of Orphans' Court A hearing is scheduled for May 01, 2006 at 11:00 AM in Courtroom No.2. If the Status Report is filed prior to the hearing date, the hearing will automaticall cancelled. Edgar B I" " .:: :- ("J S'.) -p. ,\. =r"' \ =.......J\ - -- ,1')\ , '-" ' Q ~'n Id Cl :2.. (j) ~g .Cl)1" .- _, '. ' ~ ~..\ (tl ~. ()~'cn' ,::1: ,,(tl 0 '-< (t fr '""d ~ 0 "'"1 '"Tj >&HjO~ o n ~ 8 __~~<;(U ~ C/) S :=..: "'"1 __(tlr::;r-r:/J w r:/J ('v C/) cr ..0 ""'i ~' ~ ~ ~ ~ e; ~ p..U' (tl CLn~ c:o(Jq *=:r o I-tj o ..a ~ ~ ~ C/)_ n o ~ :4 (-:::;, .c.. I c ~ c z =i m o gym ~ ~ id' ~ flfn ::iB rn:; ~ 1J )> "tI CD Q) en CD 'U ..., 3' ... '< o c ..., :P 11 Ai ~ )( ~ .,.: ; ~ I ~ 1.)1 j ,..,. \C :- ..: Court of Common Pleas of Cumberland County In Orphans' Court Division STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ruth K. LaRue Date of Death: February 11, 2004 will No. Admin. No. 2004-00181 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 X 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 X 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 X 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. Attached to this report are copies of proofs of publication of legal advertisements in the Cumberland Law Journal and The Patriot-News. Page 1 of 2 @ .. r The estate was settled pursuant to an account submitted to Pennsylvania Department of Welfare (Estate Recovery Program) and a receipt and release executed by the PA Department of Welfare dated March 29, 2006, copies of which are attached. Date: r\~r:\\ f', 2.00~ . ~ \-\~ S1gnature ~ . James H. Brindle Name (Please type or print) 4294 Southview lane Doylestown, PA 189001 Address (215) 348-4942 Tel. No. Capacity:~ Personal representative Counsel for personal representative Page 2 of 2 PROOF OF PUBLICATION OF NOTICE IN ('U1\1BERLANI) Ll\ W ~JOURNAL (Under ActNo. 587, ;ipprovcd \,'!ay 1(), 1929), P. L.1784 STAl'E OF PENNSYL\T ANIA : SSe COUNTY OF ClJJ"lBERLAND : Lisa 1\1 a rie Coyne, Esqu ire, Editor of the CUll1berland Law Journal, of the County and State aforesaid, being duly swonl, according to la\v, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, \vas established January 2, 1952, and design8ted by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued \veekly in the said County, and that the printed notice or publication attached hereto is exactly the sall1e as \vas printed in the regular editions and issues of the said Cumberland Law Journal on the follo\ving dates, V1Z: SEPTEMBER 3,10, 17,2004 Affiant further deposes that he is authorized 10 verify this statement by the Cumberland La\v Journal, a legal periodical of general circulation, and that he is not interested in the subject 111attcr of the aforesaid notice or advertisenlent, and that all allegations in the foregoing statcIl1ents as to tinlc, place and character ofpubhcation are true. - LaRue, Ruth K., dec'd. Late of Camp Hill. Executor: James H. Brindle. 5294 Southview Lane, Doyles- town, PA 18901. Attorney: Kent H. Patterson, Es- quire. 221 Pine Street, Harris- burg. PA 17101. S \~T '\.] TO AND SUBSCRIBED before me this 1 7 day of SEPTEMBER 2004 N SEAL LOIS E. SNYDER, Notary Public Carlisle .B~ro, Cumberland County My CommIssIon Expires March 5,2005 THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Conl1110nwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly SWOlTI according to law, deposes and says: That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the laws of the Conmlonwealth ofPelUlsylvania, with its principal office and place of business at 812 to 818 Market StTeet, in the City of Harrisburg, County of Dauphin, State ofPelUlsylvania, owner and publisher of The Patriot- News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the 31st day(s) of August and the 7th and 14th day(s) of September 2004. That neither he nor said Company is interested in the subject matter of said printed notice or advertising~ and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statenlent on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. COpy .......................~~.......... th day ofS "temb 04 A.D. PUBLICATION Estate Notices (West) Swonl to and subscr' N01ARlAL SEAl Terry L Russell, Nota . aty 01 Horrl~burg. ~u In My Commission Expires ne I AR PUBLIC , I As soci l\t\pn of NotaOe9. . Member, Pennsy van a IVlY conumsslon exprres June 6, 2006 ESTATE NOTICE: LETTERS TESTAMENTARY In theEs- . tate of Ruth K. LaRue, late of Borough of Camp Hili, Cumberland County, Pennsylva- nia. having been granted to the undersigned, . all persons indebted to fhe said estate are required to make Immedlafepayment and those having claims or demands to present the same without delay for settlement to: James H. Brindle , Executor i 5294 SOUIIIYiew Lane Doylestown, PA 11911 OR TO: . Kent H. Patterson I . Attwney at Law _ .. ~1 Pine street · . . -;~: .-',;1 . ~~.~. ~."'-L_. .~.;'>- ..~- ~.. ,;..::;-. ....-.. -~ KENT H. PATTERSON ATTORNEY AT LAW 221 PINE STREET HARRISBURG, PA. 17101 I I ".;( Statement of Advertising Costs To THE PATRIOT-NEWS CO. For publishing the notice or publication attached hereto on the above stated dates 115.45 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patriot-News and The Sunday Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. By................................................................... . RECEIPT AND RELEASE RELEASE made this ~qf/u1ay of jl}W{!~l..-J , 2006 by Commonwealth of Pennsylvania, Department of Public Welfare, Bureau of Financial Operations, Division of Third Party Liability, Estate Recovery Program (hereinafter referred to as "PA Department of Revenue"). KNOW ALL MEN BY THESE PRESENTS that PA Department of LO"I^'l; W~v R~e hereby acknowledges that it has received and examined the account submitted by James H. Brindle, executor of the Estate of Ruth K. LaRue, a copy of which is attached to this release and marked Exhibit A, and that it has received from him the sum of $3137.75 in satisfaction of its claims against the assets of the Estate of Ruth K. LaRue which James H. Brindle, executor has collected and administered. ,:J~/td.-. ~e- PA Department of R~uEf accepts and approves the account with the same force and effect as if it had been filed with and audited and affi~ed absolutely by the orphans' court. \0uhl~ ~ NOW THEREFORE, PA Department of R~ue releases and forever discharges James H. Brindle; his heirs, personal representatives, successors and assigns from all claims, demands, causes of action, loss and liabilities whatsoever, in both law and equity, that it has or may have against James H. Page 1 of 2 Brindle or the Estate of Ruth K. LaRue by reason of any act done or omitted to be done by James H. Brindle as reflected on the account or otherwise in his administration of the estate. IN WITNESS WHEREOF, the undersigned being fully authorized to do so, and intending to be legally bound hereby, executes tOJ.Jl,c-- ~ c.." this release for PA Department of ~nue on the day and year first above written. WITNESS/ATTEST COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DIVISION OF THIRD PARTY LIABILITY )k't2'?fvd L ~ I~ ~+-~ ~ ~\i e... 115 'V' 1 ~ ~ rlw.. ~ \..ab. ~ r.~ \JL-> p~l it- ~~~ ~ ~t- ~ /-tow Puxh I~ /-kJ. .p~~. .\- 0 Q)"v\' i Page 2 of 2 Account of James H. Brindle, Executor of the Estate of Ruth K. LaRue SCHEDULE OF RECEIPTS ASSETS PER INVENTORY: 43 Shares of MetLife Stock at $35.36 per share M&T Bank - Checking Account #1006574 Manor Care refund Pennsylvania Retirement partial month payment PEBTF payment TOTAL RECEIPTS OF INCOME Interest from decedent's M&T Bank account Gain on sale of MetLife stock TOTAL TOTAL RECEIPTS: SCHEDULE OF DISBURSEMENTS I. DEBTS OF DECEDENT: West Shore EMS Manor Care TOTAL: - 1 - e~t1_L~lL _A_ $1,520.48 4,032.64 1,723.92 353.21 399.04 $8,029.29 $ .33 44.18 $44.51 $ 399.04 1,734.29 2,133.33 $8073.80 .' II. ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES: Register of wills - probate fees Cumberland Law Journal Patriot News Executor travel expenses Doylestownl Harrisburg/Carlisle (mileage, tolls, lodging) 218.01 M&T Bank check printing charge 22.00 Kimmel Funeral Home - newspaper obituary and death certificates Register of wills Reserve for costs Register of wills inheritance tax return supplemental fee Register of Wills additional probate fee James H. Brindle, executor's fees Kent H. Patterson, attorney's fees TOTAL III. TAXES: PA Department of Revenue - PA-41 TOTAL TOTAL DISBURSEMENTS: RECAPITULATION TOTAL RECEIPTS TOTAL DISBURSEMENTS , TOTAL: TOTAL AVAILABLE FOR DISTRIBUTION: - 2 - $ 62.00 75.00 115.45 63.90 25.00 100.00 5.00 15.00 900.00 1,200.00 $2,801.36 $ 1.36 $ 1.36 $8,073.44 - 4,683.60 $3,313.75 $4683.60 $3,137.75 . "..,' . PROPOSED SCHEDULE OF DISTRIBUTION PA Department of Welfare $3,137.75 TOTAL DISTRIBUTION: $3,137.75 I hereby certify that the foregoing account for the Estate of Ruth K. LaRue, deceased, is true and correct and fully discloses all significant transactions occurring during the accounting period (February 23, 2004 to present); that all known claims against the estate except for the claims of PA Department of Revenue have been paid in full; that, to the best of my knowledge, there are no other claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. ~ \\. ~ I E-xecukr Date: 2.. :J"' 0..0 ~Ct::) <0 James H. Brindle, Executor 'tId "O~) UI\[v1838v~no lCJnOo S/NYHdOO dO >ftl31J € I =21 Wd ..,2 ~dV 900l .1, -'. ""'i'-", J' ! it '-, - ,- I ," ," .... .~\ I -I .l.~, Ur ", "'-:' '.' '1 '/ ! ./ ...\"I..J_ V ...)\..;0,)..,; jtj - 3 - ... ljl