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Home My WebLink About04-0621PETITION FOR PROBATE and GRANT OF LETTERS ~tate ~ Helen M. Garland Helen Louise Garland aboknownas Social Security No. Z ] -I - b 4- 6 I B 2Deceased' To: Register of W/lis for thg . County of ~umDer±ano Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(g~, who is/'di~ 18 years of age or older an the executrix in the last will of the above decedent, dated May 2 4 in the , :lrgxna~a~% 4 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsy, tlva.ni~,.with h er .last family or glrincipal residence at I 104 Granada Lane ~ecnanzcsDurg, Cumberland County, PA - (list street, number and muncipality) Decendent, then 94 . ye~r.s pf ave, died June 30 at Chapel Pointe ~ea±tn Center, Carlisle, ,~jx 2004 PA ' Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never 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: 49,000.00 WHEREFORE, petitioner(x) respectfully presented herewith and the grant of letters theron. request(s) the probate of the last will m~x~ testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Judith . G a t 1]04 Granada Lane Mechanicsburqt PA 17055 O OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(10 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 petitioner0t) and that as personal represen- tative(~ of the above decedent petitioner{~)will ~ell~nd tru? ~_,~inist~e e~.accordi.~g to law. ¢/// Sworn to or affirmed and subscribed ~ '~-.-~~~/ ~ ud~tn G Grant before me this '~ day of {//.~u, ' . July, ~9~ 2004J~ ~c ~. ~k ~ ROister ~ No...~- 0,4 - Estate of ~ ~% ~. ~:~~ ~,~.o, 9~ ~~DeCeased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW (~ x ~, ,. [..0 c~O.3q. 1~ , in consideration of the petition on the reverse side h~eof, 0 satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated ~('~CL~ ~ ~: % described therein be admitted to prol~at~e and filed of record as the last will of and Letters -'~,Sh", cc~ ~ are hereby granted t° ~% 'c~c~x~ ,_=~ ~ o~. '-~ FEES Probate, Letters, Ftc .......... Short Certificates(2) .......... $ $ TOTAL $. Filed . .~..z .L?.-..~....cZQ...q-. .................. Richard L. Placey- 07232 ATTORNEY (Sup. Ct. ].D. No.) 3631 N. Front Street Harrisburq, PA 17110-1533 ADDRESS (717)236-9577 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed ~ilh ~nc ~, Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate, this copy by photostat or photograph. Fee for this certificate, $2.00 P 10460429 No. 21-o,4 - 21 Registrar @ § COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH I a o~ oc-cEoe, n a a ,-~) I sex I Kx:~. s~cuemr .UMae~ I I'. R~I~ Izxlise Garland I,.female ~,. 217- 54 - 6782 ,. June 30~ 2004 ~(IJitw [ UNDERIYF~A UN~-RI~Y I OAmO,'mmm ~RTHP~CE(Cay~nd I~ IAionm~ I ~ I~ IMk~M I (J~h.~y, YoM) I ~MF~) /~ 1 . ~ vm ~.~. (~) . ~ ~kMmM~ I I U~.~D~ I MW~W I ~,~. I a~,~w~) ~ "~ke~M I I Y ~ M~ I~1 W I ~(~) I ~,~ ~e~ I,,- ~1District I,~''~ ~-I,, "" Z2 I ' .... ' I,- md~ I,,. FA~~ ~ ~ ~~~) ,~.~nithsburg, Maryland Crematorium LAST WILL AND TESTAMENT OF HELEN M. GARLAND I, HELEN M. GARLAND, now of Mechanicsburg, Cumberland County, Pennsylvania, do hereby declare this to be my Last Will and Testament and hereby rev~)ke all prior Wills and Codicils made by me. ITEM I. I wish to be buried next to my late husband, James H. Garland, in our cemetery lot in Norland Cemetery, Chambersburg, Pennsylvania. ITEM II. I direct that all of my just debts and funeral expenses, including the cost of my gravemarker, if any, and the expense of delivering to the recipients the tangible personal property herein gifted, shall be paid from my residuary estate as part of the administrative expenses of my estate. ITEM III. I make the following specific bequests: A. I give all of my wearing apparel, jewelry, personal effects and the sum of Two Hundred Fifteen Thousand ($215,000.00) Dollars to my daughter, JUDITH G. GRANT. B. I give the rest of my tangible personal property in approximately equal shares to my daughter, JUDITH G. GRANT, and my granddaughters, ELIZABETH LOUISE GARLAND, KATHERINE GARLAND BAKER and JANET VALERIE PRUETT, or the survivors of them. Helen M. Garland C. I may leave a memorandum with this Will setting forth my wishes with respect to the disposition of certain items of my tangible personal property upon my death. This memorandum will be simply an expression of my wishes and shall not create any trust or obligation and shall not be offered for probate as part of this Will. ITEM IV. I give and devise all of the rest, residue and remainder of my estate of every nature and wherever situate as follows: A. One-half(½) thereof to my daughter, JUDITH G. GRANT, or her issue, per stirpes. Should she predecease me without issue surviving, I give the same to my granddaughters hereinafter mentioned or their issue, per stirpes. B. The remaining one-half (1/2) thereof in equal shares to my grand-daughters, ELIZABETH LOUISE GARLAND and KATHERINE GARLAND BAKER, or their respective issue, per stirpes. Should either of these granddaughters predecease me and die without issue surviving, her share shall pass to the other granddaughter or her issue, per stirpes, as the case may be. Should both granddaughters predecease me without issue surviving, the share given to them shall pass to my daughter, JUDITH G. GRANT, or her issue, per stirpes. ITEM V. If any income or principal shall be payable to any person who shall be under the age of twenty-one (21) or who shall be incapacitated for any reason, my personal representative, as trustee, shall such income and principal for such beneficiary until the age of twenty-one (21) or during incapacit.y (whichever event occurs first) and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person after considering other resources available to such person for those needs without the appointment of Helen M. Garland any guardian or committee or any authority of court, and shall be entitled to make direct application hereunder or to make application by payment thereof to the parent or other person in charge of such person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be paid and distributed to such person upon attaining the age of twenty-five (25) or upon the termination of incapacity. ITEM VI. I appoint my daughter, JUDITH G. GRANT, Executrix of this my Last Will and Testament. Should she fail to qualify or cease to act in such capacity, I then appoint my son-in-law, JOHN W. LOSA, Contingent Executor of this my Last Will and Testament. No bond shall be required by my personal representative in any jurisdiction. ITEM VII. In addition to the powers given by law to my personal representative(s) and trustee(s) [hereinafter fiduciaries] in the administration of my estate and of any trust(s) created herein, they shall have the following discretionary powers applicable to all real and personal property held by them, including property held for minors, effective without court order until actual distribution. A. To retain any property owned by me at my death and to invest any funds held by them in any stocks, bonds, notes or other securities or property, real or personal, including common trust funds, mutual funds and money market deposit accounts operated or offered by my corporate trustee, if any, or any affiliate of it. B. To sell or otherwise dispose of any property, real or personal, at any time forming a part of my estate or the trust estate, for cash or upon credit, i~n such mgn/~er and 9in h t, Helen M. Garland such terms as they see fit, and no one dealing with the fiduciaries shall be bound to see to the application of any monies paid. C. To manage, operate, repair, improve, mortgage or lease for any term [even if beyond the duration Of the trust(s)] any real estate at any time held or owned by them as fiduciaries. D. To hold investments in the name of a nominee and exercise and dispose of warrants. property. E. To engage in litigation and compromise, arbitrate or abandon claims and F. To conduct any business in which I am engaged or in which I have an interest at the time of my death for such period as the fiduciaries deem advisable, with the power to borrow money and to pledge the assets of the business and to do all other acts which I, in my lifetime, could have done, or to delegate such powers to a partner, manager or employee without liability for any loss occurring therein. G. To allocate items of receipt or disbursement between principal and income as the fiduciaries deem equitable regardless of the character given such items by law; to distribute in cash or kind or partly in each at valuations fixed by the fiduciaries H. To borrow money, including the right to borrow from any corporate trustee, if any, and to mortgage or pledge as security or to hold its own stock if a corporate trustee. I. To join in any merger, reorganization, voting trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto. Helen M. Garland 4 J. Should the principal of any trust herein provided for be or become too small in trustee's opinion so as to make establishment or continuance of the trust inadvisable, my trustee(s) may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportion they are then entitled to income. Upon such termination, the rights of all beneficiary(ies) who might otherwise have an interest as succeeding income beneficiary(ies) or in remainder shall cease. K. In general, to exercise all powers in the management of the assets of my estate or the trust estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as the fiduciaries may deem best, and to execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary or proper to carry out the purposes of this will or any trust(s) created herein. L. To apply income or principal to which any beneficiary is entitled, directly for his or her comfort, maintenance and support, should the fiduciaries deem such beneficiary incapable of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the same to such person or persons as the fiduciaries select to disburse it, whose receipt shall be a complete acquittance therefore without the intervention of any guardian. M. To assume continuance of the status of any beneficiary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumptions. N. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary, and the same may Helen M. Garland not be liable for any levy, attachment, execution or sequestration while in the hands of any fiduciaries. Provided, however, any beneficiary may assign any part or all of the beneficiary's interest in my estate or the trust(s) to any one or more of the beneficiaries or my descendants.¢.~ IN WI _ TNESS WHEREOF, I have hereunto set my hand and seal this ~ e~ay of /~'~/~/' , 2004. Helen M. Garland The preceding instrument, consisting of this and five other pages, identified by the signature of the testatrix, was on the day and date thereof signed, published and declared by Helen M. Garland, the testatrix therein named, as and for her last Will, in the presence of us, who, at her ~cLu-[e~u'e"st' in he¥~r~ esence, all nd4~he presence of each other, subscribed our names as witnesses 6 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA · 'SS. COUNTY OF DAUPHIN · I, HELEN M. GARLAND, testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last Will, that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. -z.~.4/~ ///' . /) ,,~ Helen M. Garland this 2(/t 7% daySW°rnof orf~ to and acknowledged, 2004. before me, by Helen M. Garland, testatrix, ~ p~ubli([d2~ My Commissio[~ ExpiresNOl^Rl^t. S~L [ ! HOLLY 8. KIRK, Notary Public I [ Susquohanna Twp., Dauphin Oounty I AFFIDAVIT /My Commission Expiros Feb. 15, 2007I COMMONWEALTH OF PENNSYLVANIA · 'SS. COUNTY OF DAUPHIN · the witnesses whose names are signed to the attachc,~l or foregoing instrument, bg/ng duly qualified according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the Will as witnesses; and that to the best of our knowi'e~g/e the t/e, stalTb~ was at that time 18 or more years of age, of sound mind and under no constraint o~/~du~nfltj~'~ Sworn to and subscribed before me this 3c/___~__~ dayof~''-~ f)~0d~ ,2004. ~N~t h'~.~Ntll~t 116 , ary Public I~ usqaenanna Twp., Dauphin County I My Commission Expires Feb. 15, 2007 My Commissio~ExpiJc~. - ~ . , , CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Helen M. Garland Date of Death: June 30, 2004 Administration No.: 0621-2004 To the Register: I certify that notice of estate administration required by Rule 5.6(/0 Of the Orphans' Court Rules was given to the following persons set forth on the attached list on August 27, 2004. Notice has now been given to all persons entitled thereto under Rule 5.6(a). (~ PU~c~hafd L~. Pl.acey_, Esqmre ~- "'~ttorney for the Estate 3631 North Front Street Harrisburg, PA 17110 (717)236-9577 Date: August 27, 2004 ESTATE OF HELEN M. GARLAND NOTICE GIVEN TO: Elizabeth Louise Garland 5715 Spring Sunshine San Antonio, TX 78247 Katherine Garland Baker 1622 SE Collette Court Port St. Lucie, FL 34952 Janet Valerie Pruett 13315 Glen Echo Circle, Apt. 201 Hemdon, VA 20171 Judith G. Grant 1104 Granada Lane Mechanicsburg, PA 17055 Thomas Garland P.O. Box 3073 LaVale, MD 21504 PLACEY/~ WRIGHT ATTORNEYS AT LAW 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVAN IA 1711(:~1533 Register of Wills CUMBERLAND COUNTY COURTHOUSE One Courthouse Square Carlisle, PA 17013 RICHARD L. PLACEY PLACEY & WRIGHT ATFOrNEYS AT LAW 363 I NOl~"n-I FrONt STREET HARRISBURG, PENNSYLVANIA 17110-1533 (717) :~36-9577 FAX (717) ;~36-0843 WILLIAM K. WRIGHT (1943-199g) September 29, 2004 Register of Wills CUMBERLAND COUNTY COURTHOUSE One Courthouse Square Carlisle, PA 17013 Estate of Helen M. Garland Estate No. 21-04-0621 Dear Madam/Sir: Enclosed herewith please find check in the amount of One Thousand Eight Hundred ($1,800.00) Dollars in payment on account of Pennsylvania inheritance tax for the estate of the above-captioned decedent. Please issue your receipt for the same and mail it to the undersigned in the enclosed, stamped, addressed envelope. Thank you. Very truly yours, PLACEY & WRIGHT Richard L. Placey RLP:hsk Enclosures COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004446 GRANT JUDITH G 1104 GRANADA LANE MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: SSN: 217-54-6782 FILE NUMBER: 2104-0621 DECEDENT NAME: GARLAND HELEN M DATE OF PAYMENT: 09/30/2004 POSTMARK DATE: 09/29/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/30/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,800.00 TOTAL AMOUNT PAID: $1,800.00 REMARKS: GARLAND ESTATE SEAL CHECK# 1002 INITIALS: CCP RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS INVENTORY Estate of Helen M. Garland also known as__ , Deceased No. 21-04-0621 Date of Death June 30, 2004 Social Security No. 217-54-6782 Personal Representative(s) of the above Estate, deceased, redly that the items appearing in the following inventory include 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 o¢ the date of the Decedenrs death, and that Decedent owned real estste outside the Commonwea h of Pennsylvania except that whic nd f verify thru the statements made in this inventon, .... .~ h appears ~n a memorandum at the e o th~s mvenl . no ., are tr ..... correct. I/We understand that i%lse statuments here,n made ar~°srYubile/~ct% the penalties of f8 Pa. C.S. Section 4904 relating to unswom falsification to authorities. Attomey: Richard L. Placey ID. No: 07232 Address: 3631 North Front Street Telephone: Harrisburg, PA 17110-1533 (717) 236-9577 Personal Representative: Judith G. Grant Description M&T Bank Checking Account 9830306495 Merrill Lynch Account 990156937 Metropolitan Life Insurance Company - proceeds policy 367 377 M Miscellaneous Personal Property and Personal Effects Memorandum of Real Estate: Real estate in Hampshire and Mineral Counties, WV. 571± contiguous acres with two houses, two garages and a barn. (There is ancillary administration in WV) (Attach Additiooal Sheets if necessary) Value $ 19.47 50,636.00 2,296.84 500.00 Total $ 53,452.31 NOTE.-he Memorandum of real estate outside the Commonwealth of Pennsylvania ma aP t~ Y, 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~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT~ 280601 HARRISBURG, PA 17128-0601 Z mmm m,m ~oo Z REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) GARLAND, Helen M., a/ida Helen Louise Garland DATE Of DEAI'~ (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 06~30/2004 .00/2_0/190~9 (IF APPLICABLE) SURVIV NG SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) n/a FILE NUMBER 21 _ 04 0621 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 217-54-6782 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ~GCiAL SEcuRITY N~BER ~']t Original Return [] 2 Supplemental Return [] 3. Remainder Return (da~eof desIhpr~Orlo121382t [] 4. Limited Estate [] 4a Future interest Compromise Ida,e of death a~er 1212-82) [] 5. Federal Estate Tax Return Required ~]6 Decedent Died Testate (A,a¢ copy o~wi,) [] 7 Decedent Maintained a Living Trust IAtmch copy ¢ Tmstl 0~ 8. Total Number of Safe Deposit Boxes [] 9. Litigation Proceeds Received [] 10 Spousal Povedy Credit (date ¢ death betweer112-3191 snd 1-1-95) [] 11. Elecbon to/ax under Sec 9113(A)tAft,ch Sc~ O) THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME I COMPLETE MAILING ADDRESS Richard L. Placey, Esquire 3631 North Front Street tHarrisburg, PA 17110-1533 FIRM NAME ¢lAp¢icaUe) Placey & Wfigh! TELEPHON~-~UMBER (717) 236-9577 1. Rea~ Estate (Schedule A) (f) 2. Stocks and Bonds (Schedule B) (2) 3 Closely Held Corporation. Parlnership or Sole-Proprietorship (3) 4 Mortgages & Notes Receivable (Schedule D) (4) 5 Cash. Sank Deposits & Miscellaneous Personal Propedy (5) (Schedule E) 6 Jointly Owned Property (Schedule F) (6) ~] Separate Billing Requested 7 inter-Vivos Transfers & Miscellaneous Non-Probate Proper~y (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, Modgage Liabilities, & Liens (Schedule I) (10) 11 Total Deductions (total Lines 9 & 10} 12. Net Value of Estate (Line 8 minus Line 11) 13 Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 0.00 0.00 ¢) 50,655.47 11,603.44 3,471.26 (11) 15,074.70 ¢2) 35,580.77 (13) 0.00 (14} 35,580.77 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)(121 x .0 (15) 16 Amount of Line 14 taxable at lineal rate 35,580.77 x .0 45 (16) 17. Amount ol Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x 15 (18) 19 Tax Due (19} 0.00 1,601.13 0.00 0.00 1,601.13 · · BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH Decedent's Complete Address: .TREET ADDRESS I~TATE P'~ '~1~' 17055 .. 1104 G_r.anada Lane ' [clr~ Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments 0.00 A. Spousat Poverty Credit B. Prior Payments .... 1,800.00 C Discount 80.05 InteresVPenaltyif applicable D. Interest E. Penalty 0.00 0.00 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 If Line 1 + Line 3 is greater than Line 2, enter the difference This is the TAX DUE. A. Enter the interest on the tax due, (t) Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) (4) (5) (5A) (5B) Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT 1,601.13 1,880.05 0.00 278.92 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; [] [] b. retain the dght to designate who shall use the property transferred or its income; [] [] [] [] c. retain a reversionary interest; or d. receive the promise for life of either payments, benefits or care? [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ~ ........... ~r~ [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death ........ L~ [] 4 Did decedent own on Individual Retirement Account, annuity, or other non-probate properly which contains a beneficia~ designation? ........................................ · ...... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I dedare that I have examined this relurn, including accompanying schedules and statements, and to the best of my know~edge and belief, it is true, correct and complete SIGNATURE OF PERSON RESPObI$1BLFc~:(~R FILIr~P~TURN / /..% .~)ATE -- ~ ,/) Judith ~rant, ¢~lacey & Wright, 363~ Front Street, Harrisburg, PA 17110-153 SIGNAT~E OF pR~A~E~THER T~P~ATCE / 'k C:TE . [ [72 P,S, ~9116 (a) (1.1) (i)]. For dates of death on or after Janua~ 1, 1995, the tax rate imposed on the net va~ue of transfers to or for the use of the surviving spouse is 0% [72 RS, ~9H6 (a) (11) (ii)] The s atute ~oes not exempt a transfer to a sullying spouse from tax, and the statuto~ requirements for disclosure of assets and filing a tax return are still applicable even the su~iving spouse is the only beneficial, For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 PS. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P,S. ~9116(1.2) [72 P.S. The tax rate imposed on ~e net va~ue of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV 1503 EX* (6-98) COMMONWEALTH OF PENNSYLVANIA INHERtTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF HELEN M. GARLAND SCHEDULE B STOCKS & BONDS FILE NUMBER 21-04-0621 All properbj jointly-owned with right of survivorship must be disclosed on Schedule F, ITEM NUMBER DESCRIPTION Merrill Lynch, Pierce, Fenner & Smith, Inc. Account 990156937 (See valuation attached) TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 50,636,00 $ 50,636.00 Holdings Page I o1'2 ~ ~', ~ Quote ~ My Financial Picture Merr#1 · Customer Service , Help , Site Map Holdings By Security 51X-13R25 (C MA- plRECT) Show with Intraday Updates Cash Balance (Settled and Unsettled) Money Accounts Security Secunt~ D_e~cri~tlon 990156937 ML BANK USA Total Money Accounts Stocks & Related Secumy ~ecuri~y Description FUNC FIRST UNTD CORP COM Total Stocks & Related 0.83 ~/alue 5,200 5,200 ~Jog Quau!ff~ Price Valu~ 2,336 19.450 45,435 45.435 Balances I Holdinge Open Orde' Available F Unrealized Asset AIIo( Insurance I Visa Activi1 Total Portfolio Value 50,636 VOLATiLiTY R~SK RATINGS !ndcators INVESTMENT RATINGS indicators of expected totai return (price appreciation plus yield) pe o., o,n the date of the initiai rating are I - Buy (10% or more for Low and Medium Voiatiiib, Ratir g ~ ' INCOME RATINGS. indicators of po ent al cash d qdends, are 7 some/higher (dividend considered to ...~ Click here for a printer-friendly version of this page I lndependenl, third-party stock research may be available. Click here to access. https ://www. rs.roi.corn/account s/mlmcfholdings.asp 7/1/04 REV1508EX+(e-98)~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E J CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY HELEN M. GARLAND, a/k/a Helen Louise Garland FILE NUMBER 21-04-0621 ITEM 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. DESCRIPTION M&T Bank Checking Account No. 9830306495 (See bank letter attached) Miscellaneous Personal Effects VALUE AT DATE OF DEATH 19.47 0.00 19.47 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insed additional sheets of the same size) MaTBank August 30, 2004 Placey & Wright 3631 North Front Street Harrisburg, PA 17110-1533 499 Mitchell Street, Millsboro, DE 19966 RE: Estate of Helen M. Garland Date of Death: June 30, 2004 Social Security Number: 217-54-6782 Dear Mr. Placey: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type ........................... Checking Account Account Number ....................... 9830306495 Ownership (Names ojO .............. Helen M. Garland Opening Date ........................... 05/20/02 Balance on Date of Deatlz ......... $19.47 Accrued lnterest $ 0.00 Total ....................................... $19.47 For any additional information on this account please contact our South Cumberland branch at (301) 777-3160. Sincerely, Charlene warrmgton, Records Management 1-888-502-4349 EV-1511 EX+ (12-99)~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF HELEN M GARLAND SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 'FILE NUMBER 21-04-0621 Debts of decedent must be reported on Schedule ]. ITEM NUMBER DESCRIPTION 5. 6. 8. FUNERAL EXPENSES: Geisel Funeral Home, Inc. - registry book/memorial cards (funeral prepaid) Gross Greenhouse - flowers for memorial service William Losa - reimbursement funeral expenses luncheon- $468.60; minister- $500.00; pianist- $100.00 ADMINISTRATIVE COSTS: Personal Representative's Commissions NameofPersonalRepresentative(s) Judith G. Grant Social Secudty Number(s)/EIN Number of Personal Representative(s) 219-68-0268 StreetAddress 1104 Granada Lane City Mechanicsburg State PA Year{s) Commission Paid: 2005 Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Pceparer's Fees Cumberland Law Journal - estate advedising Patriot-News Company - estate advedising Cumberland County Register of Wills - short certificates UPS - express mail charges Merrill Lynch - checks cleared after date of death Reserve for future costs, taxes and expenses Zip 17055 .Zip AMOUNT 70.00 82.50 1,068.60 2,500.00 3,000.00 153.50 0.00 0.00 75.00 97.00 6.00 24.84 4,026.00 500.00 $ 11,603.44 TOTAL (Aisc enter on line 9, Recapitulation (If more space is needed, insed additional sheets of the same size) RE¥-1512 EX', (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF HELEN M. GARLAND SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS. FILE NUMBER 21-04-0621 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unrelmbursed medical expenses. ITEM NUMBER 2. 3. 4. DESCRIPTION PA Retina Specialists, P.C. - debt of decedent Chapel Pointe - nursing home debt of decedent Messiah Village - nursing home debt of decedent Millennium Pharmacy - debt of decedent VALUE AT DATE OF DEATH 12.14 3,019.61 275.63 163.88 3,471.26 TOTAL (AJso enter on line 10, Recapitulation) $ (It more space is needed, insed additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF HELEN M. GARLAND SCHEDULE J BENEFICIARIES FILE NUMBER 21-04-0621 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. 2. 3. TAXABLE DISTRIBUTIONS [include outdght spousal distributions, and transfers under Sec. 9116 ia) (1.2)] Judith G. Grant, 1104 Granada Lane, Mechanicsburg, PA 17055 Elizabeth Louise Garland, 5715 Spring Sunshine, San Antonio, TX 78247 Katherine Garland Baker, 1622 SE Collette Court, Port St. Lucie, FL 34952 Daughter Granddaugh~r Gmnddaughter $215,000.00 and One-Half Residue One-Fourth Residue One-Fourth Residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERN MENTAL DISTRIBUTIONS TOTAL OF PART Il - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 (If more space is needed, insed additional sheets of the same size) LAST WILL AND TESTAMENT OF HELEN M. GARLAND 1, HELEN M. GARLAND, now of Mechanicsburg, Cumberland County, Pennsylvania, do hereby declare this to be my Last Will and Testament and hereby revoke all prior Wills and Codicils made by me. ITEM I. l wish to be buried next to my late husband, James H. Garland, in our cemetery lot in Norland Cemetery, Chambersburg, Pennsylvania. ITEM Il. ! direct that all of my just debts and funeral expenses, including the cost of my gravemarker, if any, and the expense of delivering to the recipients the langible personal properly herein gifted, shall be paid l¥om my residuary estate as pan of the administrative expenses of my estate. ITEM Ill. 1 make the following specific bequests: A. I give all of my wearing apparel, jewelry, personal effects and the sum of Two Hundred Fifteen Thousand ($215,000.00) Dollars to my daughter, JUDITH G. GRANT. B. I give the rest of my tangible personal property in approximately equal shares to my daughter, JUD1TH G. GRANT, and my granddaughters, ELIZABETH LOUISE GARLAND, KATHERINE GARLAND BAKER and JANET VALERIE PRUETT, or the survivors of them. Helen M. G:~rklnd C. I may leave a memorandum with this Will setting forth my xvishes with respect to the disposition of certain items of my tangible personal property upon my death. This memorandum will be simply an expression of my xvishes and shall not create any trust or obligation and shall not be offered for probate as pan of this Will. lTEM lV. I give and devise all of the rest, residue and remainder of my estate of eve~ nature and wherever situate as follows: A. One-half (V~) thereof to my daughter, ~DITH G. G~NT, or her issue, per stiles. Should she predecease me without issue sullying, I give the same to my granddaughters hereinafter mentioned or their issue, per stiles. B. The remaining one-half (V~) thereof in equal shares to my grand-daughters, ELIZABETH LOUISE GA~AND and ~THERINE GA~AND BAKER, or their respective issue, per slJ~es. Should either oflhese granddaughters predecease me and die without issue shriving, her share shall pass 1o the other granddaughter or her issue, per stiles, as the case may be. Should both granddaughters predecease me without issue sun, iving, the share given to them shall pass to my daoghter, ~DITH G. G~NT, or her issue, per stiles. ITEM V. If any income or principal shall be payable to any person who shall be under the age of twenty-one (21) or who shall be incapacitated for any reason, my personal representative, as trustee, shall such income and principal for such beneficia~ until the age of twenty-one (21) or during incapacitv (whichever event occurs first) and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person after considering other resources available to such person for those needs without the appointment of Helen M. Garland any guardian or committee or any authority of court, and shall be entitled to make direct application hereunder or to make application by payment thereof to the parent or other person Jn charge of such person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which snch person shall be entitled shall be paid and distributed to such person upon attaining the age of twenty-five (25) or upon the termination of incapacity. ITEM VI. I appoint my daughter, JUDITH G. GRANT, Executrix of this my Last Will and Testament. Should she fail to qualify or cease to act in such capacity, l then appoint my son-in-law, JOHN W. LOSA, Contingent Executor of this my Last Will and Testament. No bond shall be required by my personal representative in any jurisdiction. ITEM Vll. In addition to the powers given by law to my personal representative(s) and trustee(s) [hereinafter fiduciaries] in the administration of my estate and of any trust(s) created herein, they shall have the following discretionary powers applicable to all real and personal property held by them, includiug property held for minors, effective without court order until actual distribution. A. To retain any property owned by me at my death and to invest any funds held by them in any stocks, bonds, notes or other securities or property, real or personal, including common trust funds, mutual funds and money market deposit accounts operated or offered by my corporate trustee, if any, or any affiliate of it. B. To sell or otherwise dispose of any property, real or personal, at any time forming a part of my estate or the trust estate, for cash or upon credit, in such manner and on Helen M. Garland such terms as they see fit, and no one dealing with the fiduciaries shall be bound to see to the application of any monies paid. C. To manage, operate, repair, improve, mortgage or lease for any term [even if beyond the duration of the trust(s)J any real estate at any time held or owned by them as fiduciaries. warrants. D. To hold investments in the name of a nominee and exercise and dispose of property. E. To engage in litigation and compromise, arbitrate or abandon claims and F. To conduct any business in which I am engaged or in which I have an interest at the time of my death for such period as the fiduciaries deem advisable, 'with the power to borrow money and to pledge the assets of the business and to do all other acts which I, in my lifetime, could have done, or to delegate such powers to a partner, manager or employee without liability for any loss occurring therein. G. To allocate items of receipt or disbursement between principal and income as the fiduciaries deem equitable regardless of the character given such items by law; to distribute in cash or kind or partly in each at valuations fixed by the fiduciar/es H. To borrow money, including the right to borrow from any corporate trustee, if any, and to mortgage or pledge as security or to hold/ts own stock ifa corporate trustee. I. To join in any merger, reorganization, voting trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto. Helen M. Garland - 4 J. Should the principal of any trust herein provided for be or become too small in trustee's opinion so as to make establishment or continuance of the trust inadvisable, my trustee(s) may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportion they are then entitled to income. Upon such termination, the rights of all beneficiary(ies) who might otherwise have an interest as succeeding income beneficiary(ies) or in remainder shall cease. K. In general, to exercise all powers in the management of the assets of my estate or the trust estate which any individual coold exercise in the management of similar property owned in his own right, upon such terms and conditions as the fiduciaries may deem best. and to execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary or proper to carry out the purposes of this will or any trust(s) created herein. L. To apply income or principal to xvhich any beneficiary is entitled, directly for his or her comfort, maintenance and support, should the fiduciaries deem such beneficiary incapable of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the same to such person or persons as the fiduciaries select to disburse it, whose receipt shall be a complete acquittance therefore without the intervention of any guardian. M. To assume continuance of the status of any beneficiary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumptions. N. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary, and the same may Helen M. Garland 5 not be liable for any levy, attachment, execution or sequestration while in the bands of any fiduciaries. Provided, however, any beneficiary may assign any part or all of the beneficiary's interest in my estate or the trust(s) to any one or more of the beneficiaries or my desce,~ndants.~ct~ /.~., IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~.. ~ay .... f ' , 2oo4. , Helen M. Garland The preceding instrument, consisting of this and five other pages, identified by the signature of the testatrix, was on the day and date thereof signed, published and declared by Helen M. Garland, the testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her~r, esence, and4n~he presence of each other, subscribed our names as witnesses 6 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN 1, HELEN M. GARLAND, testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that l signed and executed the instrument as my last Will, that 1 signed it willingly, and tha~t I signed it as my free and voluntary act for the purposes therein expressed. Helen M. Garland '~"7~ Sworn or affirmed to ,bis ZV dayof /~C6~ and acknowledged before me, by Helen M. Garland, testatrix, ,2004. Public My Commissio~a ExpiresNoT^Rl^k SEal. ] ROLLY S. KIRK, Notary Public AFFIDAVIT Susquehanna Twp., Dauphin County [ My Commission Expires .F~_eb; 1,5, 2007 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN the witnesses whose names are signed to the attached or foregoing instrument, bg,/ng duly qualified ' according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the Will as witnesses; and that to the best of our knowle-~ the testat'~a was at that time 18 or more years of age, of sound mind and under no constraint Sworn to and subscribed before me this ~t./"~ day of``.`-) /~ C~ __, 2004. ,~-. '~0TARIAL SE/iL ~t~t~, Nota~ Pu~c J Su~aehanna T~., Dauph n Coun~ I My ~mmission Expkes Feb. 15, 2~7 My Commissioh E.q~i~. - ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-15~7 EX iFP n2-O~) RICHARD L PLACEV PLAEev & WRIGHT 363'fJ N FRQffT: 5T HBS:: ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-01-2005 GARLAND 06-30-2004 21 04-0621 CUMBERLAND 101 HELEN M Allount Rellitted PA 17110 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 ~ fll:-v =r!1;'f'"b--AFP--rn-=6J'--Noy-icl-oF-'i:'N'lilrtillN-CE-TAX-A-PpflA-isEir€Ni'~--A[towlNCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GARLAND HELEN M FILE NO. 21 04-0621 ACN 101 DATE 03-01-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (5) (6) (7) .00 50.636.00 .00 .00 19.47 .00 .00 (8) NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax pay_nt. 50.655.47 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 11.603.44 3.471. 26 (11) (2) (3) (4) 15.074 70 35.580.77 .00 35.580.77 NOTE: If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. AllOunt of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 35,580.77 X 045 = 1.601.13 .00 X 12 = .00 .00 X 15 = .00 (9)= 1.601.13 ~ TAX CREDITS: .....~... ,,~w~... . (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-29-2004 CD004446 80.06 1.800.00 TOTAL TAX CREDIT 1.880.06 BALANCE OF TAX DUE 278.93CR INTEREST AND PEN. .00 TOTAL DUE 278.93CR . 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" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) BUREAU OF INOIVIDUA~milli~[r) IMIDlTANCE laX DIVISION PD BOX 210601 HARRISIURG PA 17128-06al COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-16G7 EX AFP (U3-QSl 11: c;-::t .. \.I.... DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-04-2005 GARLAND 06-30-2004 21 04-0621 CUMBERLAND 101 HilLEN M RICHARD (i;Ul>LACEV Esif' PLACEY & WRIGHT 3631 N FRONT ST HBG PA 17110 Mount R_stt... I: REMIT PAY~ENT TO: MAKE CHECK PAYABLE AND REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your ~Countl subDit th. upper portion of this fora with your tax ~t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... ................................................................................................................ REV-1607 EX AFP (03-05) KKK INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF GARLAND HElEN M FILE NO.21 04-0621 ACN 101 DATE 04-04-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURREHT STATUS OF THE STATED ACIl IH THE NAKED ESTATE. _ BELOlI IS A SUHHARV OF THE PRINCIPAL TAX DUE. APPLICATIOH OF ALL PAYHEHTS. THE CURRENT BALANCE. AHD. IF APPLICABLE. A PROJECTED IHTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 03-01-2005 PRINCIPAL TAX DUE, 1.601.13 PAYMENTS (TAX CREDITS), ~ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) , 80.06 1.800.00 , 09-29-2004 CD004446 03-15-2005 REFUND .00 278.93- I , I I : TOTAL TAX CREDIT 1 J601.13 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE I .00 . SIDE FOR CALCULATIOH OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAH $1. NO PAYHEHT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl. YIIII MAY BE DUE A REFUHD. SEE REVERSE SIDE OF TIllS FORK FOR IHSTRUCTIOHS. l Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 PLACEY RICHARD L ESQ 3631 NORTH FRONT STREET HARRISBURG, PA 17110-1533 RE: Estate of GARLAND HELEN M File Number: 2004-00621 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/30/2006 please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregar< this notice. Sincerely, ~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File pprq~n~l RpnrPRPn~dtive(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 GRANT JUDITH G 1104 GRANADA LANE MECHANICSBURG, PA 17055 RE: Estate of GARLAND HELEN M File Number: 2004-00621 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent1s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/30/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ---- - - -- I ) ,"J ~ ~, .$ on~W n P g us. 6- ~ ~ P ~ p;l 'g" n ~ ~ ." ~goo9 ~>-d S. n ~ ~ > 0 ~ ..... CJ) .-->. ~ ~ ~ ....--U1a.U1~ -J~'...J ?:l eCJ)s..~~ uJ..g ~ po ~ ~POOJ1. ~ ~.... ~ o ...... o ~. .,~ U1_ 1 ! ",I (!) I ~,. (:9J ~ c z ~ [i1 o ~ ~ [i1 i .~ ~ 7J. i;tp tt11 ~ .~ t~ f;'} ,\) )< C> -C, \ -'it' ~. !lil...~ -- ---------- lD II) '5 c: rn 1/1 J;:. ~ ~ ~~ <1l 0 ~ 00 ". a> Q) 0 ~ ~ .!!1 Q) Q) 0. 0. . ij) . 'fij 5~~gE o'w;i >-~ OQ)c.s-lli .!!l.lJO-oO:!: ~.!Q II) Cii.lll:: E C':ie:-~ola~ lJ~-o(]).oo. c:::lJ:S(])Q) roQ)roc.cla cJCl-g :J +"' 0. .~roiD.9~ ';;;uQ)>-'E:;: E'cE~roc Q)t)roooe ;t::mcm.!Q..... ~ a: :J' ~ ;i ~ Q):t:o_.c_ 0."'" ~E la 5 5E.Eo::.... o~n.II)<(O . . Ln i..f) o r-- ,1 .s " (]) ~ " ~ (]) (3 ~ ~~ ~ ~j Cj,...::j CJ ::r:~o::: E--q~ ~ H~m Q~CI) ~~U r:JCJZ E-; r::C ~<;f'~ aU r-lW CJrl:;S ...; '- -o:i 0. 'Qi g a: IE mil ru~ .-=10 ~ c:J~ 0-0 0::00 U1 ...D c:J c:J o~ o ON .-=Ie:- U1ro ru~ Q) u.. .-=I . liio.- ~oC;; :::r'-C') ~ E ti Register ofWiHs or Cumberland C01J.!Jl1.ity STATUS REPORT 1.JNDER RULE 6.12 Name of Decedent: Helen M. Garland Date of Death: June 30, 2004 Estate No.: 2004-00621 Pursuant to Rule 6.12 of the Supreme Court Orphans' Comi 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 rn No 0 2. Ifthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No J]l 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 [Xl No 0 c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 6 / 27 /06 ,~/R i c '~Name 3631 North Front street Harrisburg, PA 17110-1533 Address (717)236-9577 Telephone No. (- c,.' , ' Capacity: 0 Personal Representative IXl Counsel for personal representative G ~~~1f IN RE: ESTATE OF HELEN M. GARLAND, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION APPRO\! AL OF ACCOUNT, RELEASE AND INDEMNIFICATION ESTATE OF HELEN M. GARLAND, DECEASED The undersigned is one ofthe residuary beneficiaries ofthe Estate of Helen M. Garland, Deceased. Judith G. Grant, Executrix of the Estate of Helen M. Garland (hereinafter "Personal Representative"), is willing to make distribution ofthe assets of the estate without the formality of a court accounting upon the receipt of a proper release, receipt and indemnification, which it is the purpose ofthis document to provide. In consideration ofthe willingness of the Personal Representative to make distribution without the formality of a comi accounting and agreeing to be legally bound hereby, the undersigned does hereby: 1. Waive the filing of an account of the administration ofthe estate in any court; 2. Declare that the undersigned has examined the attached informal Statement of Account of the Personal Representative; accepts and approves it with the same force and effect as if it had been prepared and filed with, audited, adjudicated and confirmed absolutely by a court of competent jurisdiction; and as if the balance of principal and income had been awarded by the COlui in accordance with the Statement; 3. Warrant that the undersigned is one of the residuary beneficiaries named in the informal Statement of Account and is entitled to receive the distribution therein set forth; 4. Absolutely and irrevocably releases and discharges the estate, the Personal Representative and Placey & Wright, attorneys for the estate, their respective heirs, personal representatives, successors and assigns, of and from any and all actions, liabilities, claims and demands relating in any way to the administration of the estate and distribution in accordance with the informal Statement of Account; and 5. Agree to indemnify and hold harmless the Personal Representative and her personal representatives, successors and assigns, from and against any claims, liabilities, loss or expenses (including costs and counsel fees) arising from any cause whatsoever which the Personal Representative may incur as a result of the administration of the estate and distribution in accordance with this document and to refund to the Personal Representative any pOliion of the distribution of the undersigned which exceeds the amount ofthe undersigned's share as the Personal Representative finally detemlines. IN WITNESS WHEREOF, intending to be legally bound, the beneficiary has executed (} ("L this document this i-'( . day of !tf~( ,2006. N'(1.A' J-;{( Me (J.flWlMCiJL Witness c<<~ (' n ~,' O-/;..lttA~EAL) Elizabeth Louise Garland (~ /R) fg))f , I J ,"j, " _l/ U "" ~ IN RE: ESTATE OF HELEN M. GARLAND, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION API)ROV AL OF ACCOUNT, RELEASE AND INDEMNIFICATION ESTATE OF HELEN M. GARLAND, DECEASED The undersigned is one ofthe residuary beneficiaries of the Estate of Helen M. Garland, Deceased. Judith G. Grant, Executrix of the Estate of Helen M. Garland (hereinafter "Personal Representative"), is willing to make distribution of the assets of the estate without the formality of a court accounting upon the receipt of a proper release, receipt and indenmification, which it is the purpose of this document to provide. In consideration of the willingness of the Personal Representative to make distribution without the formality of a comi accounting and agreeing to be legally bound hereby, the undersigned does hereby: 1. Waive the filing of an account of the administration ofthe estate in any court; 2. Declare that the undersigned has examined the attached informal Statement of Account of the Personal Representative; accepts and approves it with the same force and effect as if it had been prepared and filed with, audited, adjudicated and confirmed absolutely by a court of competent jurisdiction; and as ifthe balance of principal and income had been awarded by the court in accordance with the Statement; 3. Warrant that the undersigned is one of the residuary beneficiaries named in the informal Statement of Account and is entitled to receive the distribution therein set forth; In Re: Estate of GARLAND HELEN M ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYL VANIA NO. 2004-00621 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: GRANT JUDTITH G Counsel for Personal Representative: PLACEY RICHARD L Date of Decedent's Death: 6/30/2004 The Orphans' Court record indicates 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 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, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will 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: 7/11/2006 .1 ~ 1/: , ' " ,<. r iZ"" ~i/.:' I / -n""" /' f u5!;;./k.uAi,P, f~~'j<.".'~---~ ,L.,t.......(..;.."t;...._ /~;:....,,__<_H -",~"""" /' ," Cl r"l ru r"l .1i.ll~J:JI/::r,..';J}...."f;liHL.rn:.N..T:ffI"::f:i. 71l1{6' (1.--/- It , ~ r"t ! (; (f {l ",;mj PLACEY RICHARD L ESQ 3631 NORTH FK0NT STREBT HARRISBURG PA 17110--1533 1. Article Addressed to: [ A. SJrI:' ature ~ ~ . 0 Agent X ( ... ' . ~ 0 Addressee B. Received by (~nted Name) I C.....Da.te O..f De.'.i.v..e.ry..... DClU)~ ~~j1\ l-lZ,-O<e D. Is delivery address different from item 1? 0 Yes If YES, enter delivery address below: 0 No . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. Cl tr r:(J l1'l P:~ist,:.J,:' I ..0 Cl Cl CJ ,~~e~~r:~~~~u~t 3. Sel'Yice Type l!i Certified Mail 0 Express Mail o Registered 0 Return Receipt for MerchandisE o Insured Mail 0 C.O.D. 14. Restricted Delivery? (Extra Fee) DYes Cl ,.., lr1 ru I Se.1tT;.~-:-------T----~._--~_.- ----.- r-'l ;~.-.-.'()(llt(u. ['.P/f",CC (I o i ~..,tre€:;1. Ap!. No CJ l_(~~~~_~~Il. .i~~~~ .,' ['\- ! CitY. S,aL&, of. I, .,.,-+ Total Postage & Fees! $ PS Form 3800, January 2001 See Reverse f 2. Artie (rrar PS Form 3811, February 2004 7001 2510 0006 5890 121~ -'-f ) ~-- -- Domestic Return Receipt 102595-02-M-15' -, ~-: ;-: ,) .-' '-. .,-" .:.... ~"~\}. · Sender: Please print your name, address, and ZIP+4 in this box · C t1l) I. . ~'''''' Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' G0urt County of Cumberland .< One Courthouse Square Carlisle, P A 17013 l . . i . . j . i . i . . . i ;>-:i-:1------:"; i . i . I j: : ! ! 1 ! ! : , fJ ! H ! 11 ! Ii i 1 t j Ii! 11 i i i I j Ii! ! ! d j t 1 ! III i i } i I II ! ! j I !f Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print YOlJr name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: GRANT JUDITH G 1104 GRANADA LANE MECHANICSBURG PA 17055 D. Is delivery address different from item 1? 0 Yes If YES, enter delivery address below: 0 No 3. Se ice Type Certified Mail 0 Express Mail o Registered, 0 Return Receipt for Merchandise o Insured Mail ,,0 C.O.D. 4. Restricted Deli~erjl1 (qitra fj,lel' 0 Yes 2. ArticlA Number ~ 7001 2510 000~to'58'fO 1234 PS Form 3811 , February 2004 Domestic Return Receipt .(2.- 10259(~540 :