HomeMy WebLinkAbout03-0003 LAW OFFICES OF
Robert L.Knupp KNUPP, KODAK & IMBLUM, P.e.
Robert D. Kodak
Gary J. Imblum CAMERON MANSION Rober~ E. Knupp
407 NORTH FRONT STREET (1909-1976)
Of Counsel POST OFFICE BOX 11848 Robert H. Maurer
Mark A. Mateya HARRISBURG, PA 17108-1848 (1923-1998)
Phone: 717/238-7151 Fax: 717/238-5258
December 3ii; 2002
MARY C LEWIS REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
ONE COURTHOUSE SQUARE
CARLISLE PA 17013
ATTN ANN
RE: Estate of Robert S. Lewis
Dear Ann:
Enclosed herewith please find the Petition for Grant of Letters, Estate Information Sheet,
Certified Death Certificate, and an original and one copy of the Last Will and Testament of the above-
named decedent along with the appropriate filing fee. Please accept the enclosed for filing and forward
seven (7) Short Certificates to the undersigned at your earliest convenience. Thank you for your
continued excellent service. If you have any questions or are in need of additional information, please
call.
Sincerely,
Ann Aumiller
Estate Paralegal
Enclosure
cc: STEPHEN R LEWIS EXECUTOR
73 ELEVEN O'CLOCK ROAD
WESTON CT 06883
www. kki-law.com
STATUS REPORT UNDER RULE 6.12
Name of Decedent' ROBERT S. LEWIS
Date of Death' 12/12/2002
Will No. 2003-00003 Admin. No. 21-03-00003
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 No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete ' 06/20/95
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final
account with the Court ? Yes
b. The separate Orphans' Court No. (if any) for
the personal representative's account is'
c. Did the personal representative state an
account informally to the parties in interest ? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
Date · 12/10/2004
ROBERT L. KNUPP
Name (Please type or print )
POST OFFICE BOX 11848
HARRISBURG PA 17108-1848
,~ Address
(717) -238-715
Tel. No.
., Capacity' Personal Representative
X Counsel for personal
~---: representative
PETITION FOR GRANT OF LETTERS
Estate of ROBERT S. LEWIS No. c,.~/-~ o ~
also known as
ROBERT S. LEWIS , Deceased Social Security No. !55-16-048!
STEPHEN R. LEWIS
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 named in the Last Will of the
1~ Decedent, dated 5/31/01 and codicil(s) dated
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not hav~ 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 325 WESLEY DRIVE, MECHANICSBURG, PA, LOWER ALLEN TOWNSHIP
(list street, number and municipality)
Decedent, then 86 years of age, died DECEMBER 12 , 2002 , at MECHANICSBURG, PA
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property ......................................... $ 400,000.00
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $
Total ..................................................................................................................... $ 400,000.00
Real Estate situated as follows:
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 name and residence I
'~[ ~z/'~'/-,'~',,-~,, /,~, //P/x ~,'-'1 STEPHEN R. LEWIS
I
I\' - 7~"'"'~ "' ' --"'- 73 ELEVEN O' CLOCK ~:::3,~-~)
WESTON, CT 06883
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(s) above-named swear(s) and afffirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as_personal representative(s) of the
Decedent, Petitioner(s) will well and truly administer the estate///a,~cor~_~_g to)a'~w.,) /
Sworn to and affirmed and subscribed ? '%~~/
bef, p.r~e me this //~ "/-/'/~.- day of
DECREE OF REGISTER
Estate of ROBERT S. LEWIS Deceased No. ~,~/- c5,~; - ~
also known as
Social Security No: .._[65-].6-048]. Date of Death: ].2/12/02
AND NOW, ~'"~"~/~-',~ ,~)J~:23.,~z_ , in consideration of the Petition on the
reverse side hereon, satisfac~'ory proof h~aving been presented before me,
IT IS DECREED that Letters I~ Testamentary I~1 of Administration
((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoriate)
are hereby granted to STEPHEN R. LEWIS
in the above estate and [hat the instrument(s), if any, dated 5/31/01
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Short Certificates(s) ............... :-.$ ~'/' O
Renunciation .......................... $
Extra Pages ( ) ............... $ /'~'
I.T.R ....................................... $
JCP Fee ................................. $ /~z~) Attorney: ROBERT L. KNUPP
Inventory ................................ $ '- I.D. No: 07083
Other ...................................... $ ~'~-~,? O Address: 407 NORTH FRONT STREET, P.O. BOX 11848
(~~ iz.-l~-o2- ('(~',oO -'J~cL_ HARRISBURG PA 17108
TOTAL ............................. $ -a2~.~/ 9. 4~2CJ Telephone: (717) 238-7151
DATE FILED:
This is to certi~ that the information here given is correctly copied fi'om an original Cel'tificatc of death duly filed with me as
Local Registrar. The original certificate will be fb~arded to thc State Vital Records Office tbr permanent
WARNING: It is illegal to duplicate this copy by photostat or photograph.
HI05 144 ~¥ 1/91 COMMONWEALTH O~ ~ENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
YPE/PRINT
,N (Coroner)
Robert S Lewis ,. ~le ,. 165-16-~81 ,. December 12, 2002
Cumberland Lower Allen 325 Wesley Drive
dir~tor of ~"~' 12
325 Wesley ~ive '~"~'"
~nics~rg, PA 17055 ,m.~ C,~rlm~ '~ ~'~'~
Willard P. ~wis ,,. ~rriett Stil~n
R. ~is I~ 73 Eleven O'Cl~k Road, ~eston, ~ 06883
I
Decm~r 16, 2~2 ,~
B~ Cre~to~ Grant, lie, PA 17028
011370-L ~ ~' ~me~ Ira., 3125 Walnut
10:00 ' ~. M. December 12, 2002
,~~ . Oeelu8ive Coromary Art~ Disease : Remote C~G
~~,~~,~mm ..................................................... ~ ~.
i .~~mv~(~=~c~o~.~ ~ 3~c. I~,,. December 13. 2002
~ (.~27~T~.,,., Michael L. Norris. Coroner
'~~~ ~ 6375 Basehore Road. Suite
' ~"~ .................................................................................................. ~ 3~. Mechanicsburg, Pa. 17050
· ORIGINAL
LAST WILL AND TESTAMENT
OF
ROBERT S. LEWIS
I, ROBERT S. LEWIS, of 1908 Daybreak Circle, Harrisburg, Dauphin County,
Pennsylvania, being of sound and disposing mind, hereby make, publish and declare this my
Last Will and Testament, hereby revoking and making void all prior Wills and other
testamentary writings at any time heretofore made by me.
I. I direct my Executor or alternate Executor, hereinafter named, to pay all of my
just debts, funeral and testamentary expenses as soon as conveniently can be done after my
demise.
II. I give, devise and bequeath my entire estate of whatsoever kind and
wheresoever situate, unto my beloved son, STEPHEN R. LEWIS, of Weston, Connecticut.
III. Should my said son, STEPHEN R. LEWIS, predecease me, or should he
survive me by a period of less than four (4) months or should he die simultaneously with me,
or in a common disaster, it being my direction and intent that in the event of such simultaneous
death or common disaster no Uniform Act regarding such event shall apply and only the above
stated provision of this Will shall apply, then and only then, I give, devise and bequeath my
entire estate, of whatsoever kind and wheresoever situate to be held at MELLON BANK, NA,
in trust nevertheless for the benefit of my grandchild, ALEXANDRA LEWIS and any
afterborn or afteradopted grandchildren. Said Trustee shall have the following powers:
1. To manage all assets of the Trust for the beneficiaries named above and
to pay such income and principal as the Trustee in its sole and unfettered discretion deems to
be necessary for the proper maintenance, upkeep, and education of any and all of the
beneficiaries as they were maintained before my demise.
2. To retain any property or investments herein transferred and devised In
Trust, as long as the Trustee may deem it advisable to do so and to distribute the remainder of
the corpus to the then beneficiaries if, in the Trustee's discretion, the size of the account has
become too small to be practical or uneconomical to continue.
3. To vary investments when deemed desirable by the Trustee, and to invest
in such bonds, stocks, notes, real estate, mortgages or other securities, including stock in the
corporate trustee itself, or in such other property, real or personal, as said Trustee may deem
wise, without being restricted to so-called "legal investments", and without being limited by
any statute or rule of law regarding investments by fiduciaries.
2
4. To make any division of the principal of the Trust assets or any
distribution of the assets partly or wholly in kind. If such division or distribution is made in
kind, said assets are required to be divided and distributed at their respective values on the date
or dates of their division or distribution.
5. To sell at public or private sale, and upon such terms and conditions as
the Trustee may deem advantageous, any or all real or personal estate or interest therein owned
by the Trust, severally or in connection with other persons, and to consummate such sale or
sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee
simple title, free and clear of all Trusts and without obligation or liability of the purchaser or
purchasers to see the application of the purchase money or to make inquiry into the validity of
said sale or sales; also, to make, exercise, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be necessary or desirable, in carrying out
any of the powers conferred upon the Trustee in this paragraph or elsewhere in this instrument.
6. Until any distribution is actually made or paid over to any beneficiary,
all principal and income passing in accordance with the terms of this Trust shall be free of any
debts, contracts, alienation, assignments, encumbrances or anticipations of any beneficiary and
the same shall not be subject or liable to any levy, attachment, execution or sequestration while
in the possession of the Trustee.
7. To pay all costs, taxes, expenses, compensation and charges in
connection with the administration and termination of the Trust.
8. To do all other acts in the Trustee's judgment deemed necessary or
desirable for the proper and advantageous management, investment and distribution of the
Trust assets.
9. Compensation for MELLON BANK, NA Trustee for services performed
hereunder shall be in accordance with the fee schedule in effect for MELLON BANK, NA
when the services are rendered.
10. This Trust shall be governed by the laws of the Commonwealth of
Pennsylvania and its situs shall be Dauphin County, Pennsylvania.
11. As and when the beneficiary attains the age of twenty-one (21) years, she
shall have the right to withdraw one-third (1/3) of the balance in her Trust.
12. As and when the beneficiary attains the age of twenty-five (25) years,
she shall have the right to withdraw one-half (1/2) of the remaining balance in her Trust.
4
13. As and when the beneficiary attains the age of thirty (30) years, she shall
have all the then remaining principal and interest in her Trust, and the Trust shall terminate.
IV. Should there be any property of whatsoever kind and wheresoever situate of
which I have the right to dispose at the time of my death, including but not limited to any
special or general power of appointment or both, I hereby appoint the same to my legatees set
forth in Paragraph TWO and THREE hereof.
V. I nominate, constitute and appoint STEPHEN R. LEWIS as Executor of this,
my Last Will and Testament and further direct that he shall serve without bond.
VI. If the said STEPHEN R. LEWIS is for any reason unable or unwilling to serve
as Executor of this, my Last Will and Testament, then I nominate, constitute and appoint
MELLON BANK, NA, as successor Executor. It too, shall serve without bond.
VII. Said Executor or alternate Executor shall have the power to discharge all the
debts, liens and encumbrances upon my estate, as well as any taxes thereon, to pay for the cost
of the final disposition of my remains and final illness, if any, to receive any and all
commissions and other compensation for services rendered by me during my lifetime and to
perform any and all fiduciary duties authorized by statute. Further, I direct my Executor or
Alternate Executor to preserve my estate and any instructions pertaining to the distribution of
the same from any attachment or anticipation while in the hands of my said personal
representative, it being my express intent that all legacies shall be free from any attachment or
anticipation while in the hands of the accountant for my estate.
IN WITNESS WHEREOF, I have to this, my Last Will and Testament, typewritten on
six (6) pages of paper, set my hand and seal at the end thereof this~J/~'/'day of
%
! ~ea~.. ,2001.
ROBERT S. LEWIS
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator,
ROBERT S. LEWIS, as and for his Last Will and Testament in the presence of us who, at his
request, in his presence and in the presence of each other, all be2B~ present at the same time,
have hereunto set our hands as witnesses.
(SEAl .)
~// (SEAl,)
6
COMMONWEALTH OF PENNSYLVANIA ·
:SS:
COUNTY OF DAUPHIN ·
I, ROBERT S. LEWIS, Testator 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 and Testament; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
ROBERT S. LEWIS
Sworn to and subscribed before
me this,~l~t~day---- of C/~ tl~ , 2001.
~ ~ ' ~~-~,,~ (SEAL)
Notary Public Notarial Seal
Frances A. Aumiller, Notary Public
My Commission Expires: Harrisburg, Dauphin County
My Commission Expires Mar. 16, 2002
COMMONWEALTH OF PENNSYL'~I~fl,en~s''~v~? ~somtion et Notaries
:SS:
COUNTY OF DAUPHIN ·
WE, ~Ob't' '/'2.J-/~" /(0~],~ and
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw ROBERT S. LEWIS, Testator, sign
and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed
it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and
sight of the Testator signed the Will as witness, and th~XmY'jthe best of our knowledge, the Testator was
at that time 18 or more years of age, of sound undue influence.
Sworn to and subscribed ~-
before me this,.~l~day of~/)~.t.~ , 2001.
Notary Public
My Commission Expires:
Notarial Seal [
Frances A. Aumiller, Notanj Public
Harrisburg, Dauphin County
My Commission Expires Mar. 16, 2002
Member. Penns¥tYani~ Association et Notaries
~0
~0
qYNIDI~O
ORIGINAL
CERTIFICATION OF NOTICE UNDER RULE 5.6'(a)
Name of Decedent: ROBERT S. LEWIS
Date of Death: 12/12/02 Estate No.
SSN: 165-16-0481 File No. 21-03-0003
Date Letters Granted: 1(3/03 Will or Administration No.
To the Register:
I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served
on or mailed to the following beneficiaries of the above-captioned estate on 1/20/03 .
Name Address
STEPHEN R. LEWIS 73 ELEVEN O'CLOCK ROAD
WESTON CT 06883
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
N/A
Signature ~
Capacity: t~-¢7 ROBERT L. KNUPP
Personal Representative /v, Name (PieaS~typ~O~ print)
· 407 NORTH FRONT STREET
X Counsel for PersOnal Address
Representative PO BOX 11848
HARRISBURG PA 17108
· Telephone No. (717) 238-7151
McNees Wallace & Nurick LLC
attorneys at law
LINDA M. ESHELMAN
ESTATE PARALEGAL
DIRECT DIAL: (717) 237-5210
E-MAIL ADDRESS: LESHELMAN~MWN.COM
Januaw 31,2003
VIA CERTIFIED MAIL
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Herbert S. Bowman
Cumberland County File No.: 2003-00005
PA Department of Revenue No.: 21-03-2005
Our File No.: 21457-0001
Ladies and Gentlemen:
Enclosed is a check for the above-referenced estate's three (3) month inheritance tax
payment.
Thank you.
Yo~S truly,
t Li, t~a M. Eshelman ,,__.~state Paralegal
Enclosure .
c: Dorothy J. Bowman (w/ enclosure)
PO Box 1166 · 100 PINE STREET · HARRISBURG, PA 17108-1166 · TEL: 717.232.8000 · FAX: 717.237.5300 · WWW. MWN.COM
COLUMBUS, OH ° HAZLETON, PA · WASHINGTON, DC
McNees Wallace & Nurick tic
attorneys at law
PO Box 1166 · 100 PINE STREET · HARRISBURG, PA 17108-1166
716[] 3981 9844 1910 9572 ,o
RETURN RECEIPT REQUESTED
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EX(11-96)
BUREAU OF iNDIVIDUAL TAXES
DE. PT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002119
DUPLICATE
STEVENSON RICHARD W ESQ
100 PINE STREET
P O BOX 1166
HARRISBURG, PA 17108-1166
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold
101 $7,500.00
ESTATE INFORMATION: SSN: 192-14-5181
FILE NUMBER: 2103-0005
DECEDENT NAME: BOWMAN HERBERT S
DATE OF PAYMENT: 02/03/2003
POSTMARK DATE: 01/31/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 11/01/2002
TOTAL AMOUNT PAID: $7,500.00
REMARKS' RICHARD W STEVENSON ESQ
CHECK# 5546
INITIALS: JA
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
D~T. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002119
STEVENSON RICHARD W ESQ
100 PINE STREET
P O BOX 1166
HARRISBURG, PA 17108-1166
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold
101 $7,500.00
ESTATE INFORMATION: SSN: 192-14-5181
FILE NUMBER: 2103- 2005
DECEDENT NAME: BOWMAN HERBERT S
DATE OF PAYMENT: 02/03/2003
POSTMARK DATE: 01/31/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 11/01/2002
TOTAL AMOUNT PAID: $7,500.00
REMARKS: RICHARD W STEVENSON ESQ
CHECK//5546
INITIALS: JA
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMNONNEALTH OF PENNSYLVANIA
BUREAU OF IND[V[DUAL TAXES DEPARTMENT OF REVENUE
[NHER[TANCE TAX DIV[S[ON
DEPT. 280601
~RR[SBURG, PA 17128-0601 NOTZC~OF INHERITANCE TAX
APPRAXSBMBNT, ALLO#ANCB OR DXSALLONANCE
OF DEDUCTXONS, AND ASSESSMENT OF TAX ON
JOXNTLY HELD OAT RUST ASSETS
~,_~'~ i DATE 06-25-2005
~!:i E~TATE OF GOTHIER DEBORAH L
DATE OF DEATH 12-06-2002
FXLE NUMBER 21 05-0007
·
CUMBERLAND
197-~0-5725
DENNIS d SCHM[DT ACN 0511195~
2905 ORCHARD LN
MIDDLETONN PA 17057-51~Ii:- Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF N[LLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~" RETAIN LONER PORTION FOR YOUR RECORDS "~
REV-15~8 EX AFP C01-05)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-25-2005
ESTATE OF GOTH[ER DEBORAH L DATE OF DEATH 12-06-2002 COUNTY CUMBERLAND
FILE NO. 21 05-0007 S.S/D.C. NO. 197-~0-5725 ACN 0511195~
TAX RETURN NAS: CX) ACCEPTED AS FILED C > CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE ACCOUNT NO. 0076008675
TYPE OF ACCOUNT: C ) SAVINGS C~ CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 08-28-196~
Account Balance 1,617.52 NOTE: TO INSURE PROPER CREDIT TO
Percent Taxable ~( 0.166 YOUR ACCOUNT, SUBMIT THE
Amount Sub~ect to Tax 269.56 UPPER PORT[ON OF THIS NOT[CE
Debts and Deduct/ons - .00 NITH YOUR TAX PAYMENT TO THE
Taxable Amount 269.56 REGISTER OF D/ILLS AT THE
Tax Rate X .15 ABOVE ADDRESS. MAKE CHECK
Tax Due ~0.~5 OR MONEY ORDER PAYABLE TO:
"REGISTER OF N[LLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+}
DATE NUMBER INTEREST/PEN PAID C-} AMOUNT PAID
04-21-2005 CD002~,78 .00 40.45
TOTAL TAX CREDZT
BALANCE OF TAX DUEl .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, 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" C CR}, YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
PURPOSE OF
NOTICE: To fulfill the reouirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S.
Section 9140)o
PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the
reverse side.
-- Hake check or money order payable to: REGISTER OF NILLS, AGENT.
REFUND OCR): A refund of a tax credit, which was not requested on the tax return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of
the Register of t~ills, any of the 25 Revenue District Offices or by call/rig the special 24-hour answering service
for forms ordering: 1-800-562-2050; services for taxpayers with special hearing and or speaking needs=
1-800-447-5020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment
of tax (including discount or interest) as sho~n on this Notice may object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Ravenue~ Board of Appeals~ Dept. 261021, Harrisburg~ PA 17128-1021, OR
--electing to have the matter determined at the audit of the account of the personal representative, OR
--appeal to the Orphans' Court
ADHIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN= Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601
Phone (7171 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT= If any tax due is paid within three ($) calendar months after the decedent's death, a f/va percent (SY,)
discount of the tax paid is allowed.
PENALTY: The 15~ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before Januar~ 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed es indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9I months and one (11 day
from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982
bear interest at the rate of six (6~) percent per annum calculated at a daily rate of o0001&4o
All taxes which became delinquent on or after Januar~ 1, 1982 will bear interest at a rate which will vary from
calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable
interest rates for 1982 through 2005 are;
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Y. .000548 1987 9Y, .000247 1999 7Y, .000192
1985 16Y, .000458 1988-1991 11Y, .000501 2000 8Y, .000219
1984 11Y, .000501 1992 9Y, .000247 2001 9Y, .000247
1985 15Y, .000556 1995-1994 7Y, .000192 2002 AY. .000164
1986 IOY, .000274 1995-1998 9Y, .000247 2005 BY. .000157
--Interest is calculated as follows:
TNTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELTNI~UF.,NT X DATLY TNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (151 days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
/'"'~-//o~-__// COHMONWEALTH OF PENNSYLVANIA
BUREAU OF ZHDZVZDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX
APPRAXSEHENT. ALLOHANCE OR DXSALLO#ANCE
OF DEDUCTXONS, AND ASSESSHENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
Recc~:-~ DkTE 07-07-2005
) .... E~TATE OF GOTHIER DEBORAH L
DATE OF DEATH 12-06-2002
FILE NUHBER Z1 05-0007
COUNTY CUHBERLAND
'03 JUL -7 P~t,~c 19.7-~0-5725
BETTY L SCHHIDT ACN 05111955
Z885 ORCHARD LN Am°un~ Romi~od
MIDDLETOWN PA 17057-5X~
HAKE CHECK PAYABLE AND REHZT PAYMENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ""~
REV-1548 EX AFP (01-03)
NOTICE OF ZNHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-07-2005
ESTATE OF GOTHIER DEBORAH L DATE OF DEATH 12-06-2002 COUNTY CUHBERLAND
FILE NO. 21 05-0007 S.S/D.C. NO. 197-40-5725 ACN 0Sl1195:5
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORHATZON
FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICE ACCOUNT NO. 007600867:5
TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIHE CERTIFICATE
DATE ESTABLISHED 08-28-1964
Accoun'c Balance 1,617.:52 NOTE: TO INSURE PROPER CREDIT TO
Percen'c Taxable X 0.166 YOUR ACCOUNT, SUBHIT THE
Amoun'c Sub.~ec'c 'co Tax 269.56 UPPER PORTION OF THIS NOTICE
Deb'cs and Deduc'c/ons - .00 WXTH YOUR TAX PAYHENT TO THE
Taxable Amoun'c Z69.56 REGISTER OF WILLS AT THE
Tax Ra'ce X .15 ABOVE ADDRESS. HAKE CHECK
Tax Due 40.4:5 OR HONEY ORDER PAYABLE TO:
*'REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYHENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-25-200:5 CD00250:5 .00 40.4:5
TOTAL TAX CREDZT
BALANCE OF TAX DUEI .00
INTEREST AND PEN. .00
TOTAL DUE .00
ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT'(CR), YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.
PURPOSE OF
NOTICE: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (TZ P.S.
Section 91qO).
PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of #ills printed on the
reverse side.
-- Hake check or money order payable to: REGISTER OF HILLS, AGENT.
REFUND (CR): A refund of a tax credit, which was not requested an the tax return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications are available at the Office of
the Register of Hills, any of the Z3 Revenue District Offices or by calling the special 2~-hour answering service
for fores ordering: 1-800-56Z-Z050; services for taxpayers with special hearing and or speaking needs:
1-800-~qT-30Zo [TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment
of tax (including discount or interest) as shown on this Notice may object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZalOZ1, Harrisburg, PA 171Za-IOZI, OR
--electing to have the matter determined at the audit of the account of the personal representative, OR
--appeal to the Orphans' Court
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. Z80601, Harrisburg, PA 171Z8-0601
Phone (7173 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent
discount of the tax paid is allowed.
PENALTY: The 157. tax amnesty non-participation penalty is computed on the total cf the tax and interest assessed, and nat
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated an this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day
from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z
bear interest at the rate of six (67.) percent per annum calculated at a daily rate of .00016~.
All taxes which became delinquent on or after January 1, 1982 will bear interest at a rate which will vary from
calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable
interest rates for 1982 through 2005 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 207. .0005q8 1987 9Z . O00Z~7 1999 7Z .00019Z
1983 16Z .000~58 1988-1991 11Z .000301 ZOO0 8X .000Z19
198~ 117. .000501 199Z 9Z . O00Zq7 ZOO1 97. . O00Zq7
1985 15Z .000356 1993-199q 72 .000192 2002 67. .00016~
1986 IOZ .OOOZ7~ 1995-1998 9Z .O00Zq7 ZOO5 5Z .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DALLY ZNTEREST FACTOR
--Any Notice issued after the tax becowes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003006
KNUPP ROBERT L ESQUIRE
PO BOX 11848
HARRISBURG, PA 17108
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold ..................
101 $11,412.39
ESTATE INFORMATION: SSN: 165-16-0481
FILE NUMBER: 2103-0003
DECEDENT NAME: LEWIS ROBERT S
DATE OF PAYMENT: 09/12/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/12/2002
TOTAL AMOUNT PAID: $11,412.39
REMARKS: ROBERTLKNUPPESQUIRE
CHECK# 58838
INITIALS: JA
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
HOF -1500 o,:~,o,^,us~oN,_Y
PENNSYLVANIA
~)'EPART~ENT OF REVENUEINHERITANCE TAX RETURN FILENUMBER
DEPT. 280601
HARRISBURG, PA17128-0601 RESIDENT DECEDENT 2 1-0._.~_ 3 0 0 0 ~0 3
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL SOCIAL SECURITY NUMBER
Z LEWIS~ROBERTS. 1 6 5 - 1 6 - 0 4 8 1
~ DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILEB IN BUPLICATE WITH THE
U.I REGISTER OF WILLS
(.1 12/12/2002 08/11/2016
LU (iF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
N/A - -
~_"' [] 1. Original Return [] 2. Supplemental Return [] 3. Remainder Retum (dateofdeath prior to 12-13-82)
"' ~: ~ [] 4. Limited Estate [] 4a. Future Interest Compromise (date ofdeath after 12-12-82) [] 5. Federal Estate Tax Return Required
LuO
~ ~ 6. Decedent Died Testate (Attach copy of Will) I I 7. Decedent Maintained a Living Trust (Attach copy of Trust) -- 8. Total Number of Safe Deposit Boxes
< [] 9. Litigation Proceeds Received [] 10. SpousaIPover[yCredit(dateofdeathbet,,veen12-31-Oland1-1-95) [~ 11. Election to tax under Sec. g113(A)l^ttachSchO)
~_ THIS SECTION MUST BE cOMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
z NAME COMPLETE MAILING ADDRESS
ILl
z ROBERT L. KNUPP 407 NORTH FRONT STREET
~. FIRM NAME (If Applicable)
,,-"'KNUPP~ KODAK & IMBLUM, P.C. P.O. BOX 11848
o TELEPHONE NUMBER
(717) 238-7151 HARRISBURG PA 17108
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable {Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 270,848.60: ..._.';~
(Schedule E)
__O 6. Jointly Owned Property (Schedule F) (6)
~ [] Separate Billing Requested
:::3 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 1,765.38 ·
~ (Schedule G or L)
,~ 8. Total Gross Assets (total Lines 1-7) (8) 272,613.98
LM 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 17,792.28
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1 ~212.99
11. Total Deductions (total Lines 9 & 10) (11) 19~005.27
12. Net Value of Estate (Line 8 minus Line 11 ) (12) 253,608.71
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 253,608.71
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) X ~ (15)
253,608.71 x .045 (16) 11,412.39
16. Amount of Line 14 taxable at lineal rate
17. Amount of 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) 1 1,412.39
20. LJ ..... el ,- - ~,1 3 , ' I,~1 s ,~ s~ --,'T ,q
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
STREET ADDRESS
325 WESLEY DRIVE
CITY MECHANICSBURG I STATE PA I ziP
Tax Payments and Credits:
1. Tax Due (Page l Line19) (1) 11,412.39
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
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) 11,412.39
A, Enter the interest on the tax due. (5A)
B, Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 11 ~412.39
Make Check Payab/e (o: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... [] []
b, retain the right to designate who shall use the property transferred or its income; ........................................ [] []
c. retain a reversionary interest; or ...................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ............................................................. [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................................................................... [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of rr,.~ knowledge and belief, it is true. corr~t and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSO~ R~ESPO I~..J.~FOR,,F:~G R~TURN -. J~ATE
ADDRESS 7~ Ei~EV-~N Q'CLOCK'"'RO~[~-
WESTON CT 06883
Si G NAT U R ~pA E,Fj~'OI~E R~£ ,h, TATiV~--~,,. ~ D E
ADDRESS 407 NORTH FRONT STREET, P.O. BO~. 11~8
HARRISBURG PA 17108
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[Z2 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (! .1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
LAST WILL AND TESTAMENT
OF
ROBERT S. LEWIS
I, ROBERT S. LEWIS, of 1908 Daybreak Circle, Harrisburg, Dauphin County,
Pennsylvania, being of sound and disposing mind, hereby make, publish and declare this my
Last Will and Testament, hereby revoking and making void all prior Wills and other
testamentary writings at any time heretofore made by me.
I. I direct my Executor or alternate Executor, hereinafter named, to pay all of my
just debts, funeral and testamentary expenses as soon as conveniently can be done after my
demise.
II. I give, devise and bequeath my entire estate of whatsoever kind and
wheresoever situate, unto my beloved son, STEPHEN R. LEWIS, of Weston, Connecticut.
III. Should my said son, STEPHEN R. LEWIS, predecease me, or should he
survive me by a period of less than four (4) months or should he die simultaneously with me,
or in a common disaster, it being my direction and intent that in the event of such simultaneous
death or common disaster no Uniform Act regarding such event shall apply and only the above
stated provision of this Will shall apply, then and only then, I give, devise and bequeath my
entire estate, of whatsoever kind and wheresoever situate to be held at MELLON BANK, NA,
in trust nevertheless for the benefit of my grandchild, ALEXANDRA LEWIS and any
afterborn or afteradopted grandchildren. Said Trustee shall have the following powers:
1. To manage all assets of the Trust for the beneficiaries named above and
to pay such income and principal as the Trustee in its sole and unfettered discretion deems to
be necessary for the proper maintenance, upkeep, and education of any and all of the
beneficiaries as they were maintained before my demise.
2. To retain any property or investments herein transferred and devised In
Trust, as long as the Trustee may deem it advisable to do so and to distribute the remainder of
the corpus to the then beneficiaries if, in the Trustee's discretion, the size of the account has
become too small to be practical or uneconomical to continue.
3. To vary investments when deemed desirable by the Trustee, and to invest
· in such bonds, stocks, notes, real estate, mortgages or other securities, including stock in the
corporate trustee itself, or in such other property, real or personal, as said Trustee may deem
wise, without being restricted to so-called "legal investments", and without being limited by
any statute or rule of law regarding investments by fiduciaries.
2
4. To make any division of the principal of the Trust assets or any
distribution of the assets partly or wholly in kind. If such division or distribution is made in
kind, said assets are required to be divided and distributed at their respective values on the date
or dates of their division or distribution.
5. To sell at public or private sale, and upon such terms and conditions as
the Trustee may deem advantageous, any or all real or personal estate or interest therein owned
by the Trust, severally or in connection with other persons, and to consummate such sale or
sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee
simple title, free and clear of all Trusts and without obligation or liability of the purchaser or
purchasers to see the application of the purchase money or to make inquiry into the validity of
said sale or sales; also, to make, exercise, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be necessary or desirable, in carrying out
any of the powers conferred upon the Trustee in this paragraph or elsewhere in this instrument.
6. Until any distribution is actually made or paid over to any beneficiary,
all principal and income passing in accordance with the terms of this Trust shall be free of any
debts, contracts, alienation, assignments, encumbrances or anticipations of any beneficiary and
the same shall not be subject or liable to any levy, attachment, execution or sequestration while
in the possession of the Trustee.
3
7. To pay all costs, taxes, expenses, compensation and charges in
connection with the administration and termination of the Trust.
8. To do all other acts in the Trustee's judgment deemed necessary or
desirable for the proper and advantageous management, investment and distribution of the
Trust assets.
9. Compensation for MELLON BANK, NA Trustee for services performed
hereunder shall be in accordance with the fee schedule in effect for MELLON BANK, NA
when the services are rendered.
10. This Trust shall be governed by the laws of the Commonwealth of
Pennsylvania and its situs shall be Dauphin County, Pennsylvania.
11. As and when the beneficiary attains the age of twenty-one (21) years, she
shall have the right to withdraw one-third (1/3) of the balance in her Trust.
12. As and when the beneficiary attains the age of twenty-five (25) years,
she shall have the right to withdraw one-half (1/2) of the remaining balance in her Trust.
4
13. As and when the beneficiary attains the age of thirty (30) years, she shall
have all the then remaining principal and interest in her Trust, and the Trust shall terminate.
IV. Should there be any property of whatsoever kind and wheresoever situate of
which I have the right to dispose at the time of my death, including but not limited to any
special or general power of appointment or both, I 'hereby appoint the same to my legatees set
forth in Paragraph TWO and THREE hereof.
V. I nominate, constitute and appoint STEPHEN R. LEWIS as Executor of this,
my Last Will and Testament and further direct that he shall serve without bond.
VI. If the said STEPHEN R. LEWIS is for any reason unable or unwilling to serve
as Executor of this, my Last Will and Testament, then I nominate, constitute and appoint
MELLON BANK, NA, as successor Executor. It too, shall serve without bond.
VII. Said Executor or alternate Executor shall have the power to discharge all the
debts, liens and encumbrances upon my estate, as welt as any taxes thereon, to pay for the cost
of the final disposition of my remains and final illness, if any, to receive any and all
commissions and other compensation for services rendered by me during my lifetime and to
perform any and all fiduciary duties authorized by statute. Further, I direct my Executor or
Alternate Executor to preserve my estate and any instructions pertaining to the distribution of
the same from any attachment or anticipation while in the hands of my said personal
representative, it being my .express intent that all legacies shall be free from any attachment or
anticipation while in the hands of the accountant for my estate.
IN WITNESS WHEREOF, I have to this, my Last Will and Testament, typewritten on
six (6) pages of paper, set my hand and seal at the end thereof this',,'g]O~day of
ROBERT S. LEWIS
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator,
ROBERT S. LEWIS, as and for his Last Will and Testament in the presence of us who, at his
request, in his presence and in the presence of each other, all being present at the same time,
have hereunto set our hands as witnesses.
COMMONWEALTH OF PENNSYLVANIA :
:SS:
COUNTY OF DAUPHIN :
I, ROBERT S. LEWIS, Testator 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 and Testament; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
h? ,I.
Sworn to an_qt subscribed before
me thi~.,-~J__,5~tay of.,/,)?/~.5/ , 2001.
My Co~ission Expires:
COMMONWEALTH OF PENNSYLVANIA :
:SS:
COUNTY OF DAUPHIN :
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw ROBERT S. LEWIS, Testator, sign
and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed
it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and
sight of the Testator signed the Will as witness, and that to the best of our knowledge, the Testator was
at that time 18 or more years of age, of sound mind and under no constraint or undue influence.
Sworn to and subscribed .
before me this~.~i'-'~:~y of4/~ ~L]' , 2001.
Notary Public
My Commission Expires: .~ ~//~ --c~t~c~
REV-1508 EX + (6-98)
SCHEDULE E
BANK
COMMONWEALTH OF PENNSYLVANIA ~,.~J[~l! UbHU~I/~,
&
MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LEWIS. ROBERT S. 21 03 00003
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. THE VANGUARD GROUP 168,516.85
PRIME MONEY MKT FUND CUSIP #922906-20-1
TICKER VMMXX
2. TH E VANGUARD GROUP 9,292.16
GNMA FUND INVESTOR SHARES CUSIP #922031-30-7
TICKER VFIX
3. THE VANGUARD GROUP 26,029.86
WINDSOR FUND INVESTOR CUSIP #922018-10-6
TICKER VWNDX
4. AMERICAN EXPRESS MONEY MARKET FUND 4,718.86
AXP CASH MGMT FUND CLASS "A"
ACCT NO. 0011326487391002 SYMBOL IDSXX
5. AMERICAN EXPRESS MUTUAL FUNDS 35,608.32
AXP NEW DIMENSIONS FUND CLASS "A"
ACCT NO. 0010626487390002 SYMBOL INNDX
6. AMERICAN EXPRESS MUTUAL FUNDS 13,574.04
AXP UTILITIES FUND CLASS "A"
ACCT NO. 0012326487399002 SYMBOL INUTX
7. AMERICAN EXPRESS MUTUAL FUNDS 6,308.15
AXP EXTRA INCOME FUND CLASSS "A"
ACCT NO. 0012526487397002 SYMBOL INEAX
8. FIRST UNION NATIONAL BANK 1,500.00
CHECKING ACCOUNT
ACCOUNT NO. 614395605
9. ZIEGLER AUCTION CO., LTD 1,650.69
NET PROCEEDS FROM AUCTION OF PERSONAL ITEMS
10. 1995 TOYOTA CAMRY AUTOMOBILE 3,200.00
11. AMERICAN EXPRESS FUNDS 61.44
AXP NEW DIMENSIONS FUND, INC., ACCT NO. 0106-2648-739-0
DIVIDEND CHECK
12. AMERICAN EXPRESS FUNDS 43.79
AXP EXTRA INCOME FUND, INC., ACCT NO. 0125-2648-739-7
DIVIDEND CHECK
13. AMERICAN EXPRESS FUNDS 81.15
AXP UTILITIES FUND, INC. ACCT. NO. 0123-2648-739-9
DIVIDEND CHECK
14. THE VANGUARD GROUP 57.80
VANGUARD GNMA FUND INVESTOR SHARES
DIVIDEND CHECK
15. THE VANGUARD GROUP 195.22
VANGUARD WINDSOR FUND INVESTOR SHARES
DIVIDEND CHECK
16. UGI UTILITIES 10.27
DIVIDEND CHECK
TOTAL (Also enter on line 5, Recapitulation) $ 270,848.60
(If more space is needed, insed additional sheets of the same size)
REV-1510 EX + (6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS & .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LEWIS, ROBERT S. 21 03 00003
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TD DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER, ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. FIRST UNION NATIONAL BANK IRA ACCOUNT 1,765.38 100. 1,765.3~
ACCOUNT NO. 257410098908567
TOTAL (Also enter on line 7 Recapitulation) $ 1,765.38
(If more space is needed, insed additional sheets of the same size)
REV-1511 EX + (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LEWIS. ROBERT S. 21 03 00003
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. HETRICK FUNERAL HOME 3,081.10
2 PAT MINSKER - MEMORIAL LUNCHEON 357.27
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees KNUPP, KODAK & IMBLUM, P.C. 12,900.00
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 CUMBERLAND COUNTY REGISTER OF WILLS 354.00
5. Accountant's Fees
6. Tax Return Preparer's Fees H&R BLOCK 300.00
7, ZIEGLER AUCTION CO. LTD - COMMISSION AND PACKING FEES 607.31
8. DAUPHIN COUNTY REGISTER OF WILLS - PROBATE FEE 15.00
9. CUMBERLAND COUNTY LAW JOURNAL - ADVERTISEMENT 75.00
10. THE SENTINEL - LEGAL ADVERTISEMENT 102.60
TOTAL (Also enter on line 9, Recapitulation) $ 17,792.28
(If more space is needed, insert additional sheets of the same size)
- · ORIGINAL
INVENTORY
Estate of ROBERT S. LEWIS No. 21 03 00003
also known as Date of Death 12/12/2002
ROBERT S. LEWIS , Deceased Social Security No 165-16-0481
STEPHEN R. LEWIS
Personal Representative(s) of the above Estate, deceased, verify 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 of the date of the Decedent's 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. I/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 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: ROBERT L. KNUPP .
I.D. No.: 07083 !
Address: 407 NORTH FRONT STREET, P.O. BOX 11848 Dated ~:~//~ /~'%
f--'/,-/
HARRISBURG PA 17108
Telephone: (717) 238-7151
Description Value
THE VANGUARD GROUP 168,516.85
PRIME MONEY MARKET FUND
CUSIP #922906-20-1
THE VANGUARD GROUP 9,292.16
GNMA FUND INVESTOR SHARES
CUSIP #922031-30-7
THE VANGUARD GROUP 26,029.86
WINDSOR FUND INVESTOR
CUSIP #922018-10-6
AMERICAN EXPRESS MONEY MARKET FUND 4,718.86
AXP CASH MGMT FUND CLASS "A"
ACCT. NO. 0011326487391002
AMERICAN EXPRESS MUTUAL FUNDS 35,608.32
AXP NEW DIMENSIONS FUND CLASS "A"
ACCT. NO. 0010626487390002
AMERICAN EXPRESS MUTUAL FUNDS 13,574.04
AXP UTILITIES FUND CLASS "A"
ACCT NO. 0012326487399002 ' .: . ,ili "~i'.?: r~'
Total
(Attach Additional Sheets if necessary) 272,613.98
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
~A!/!lO!,flO '
· Continuation of Inventory
ROBERT S. LEWIS 21 03 00003
Pa,cte 1
Description of Inventory
Description Value
AMERICAN EXPRESS MUTUAL FUNDS 6,308.15
AXP EXTRA INCOME FUND CLASS "A"
ACCT NO. 0012526487397002
FIRST UNION NATIONAL BANK 1,500.00
CHECKING ACCOUNT
ACCOUNT NO. 614395605
ZIEGLER AUCTION CO., LTD 1,650.69
NET PROCEEDS FROM AUCTION OF PERSONAL ITEMS
1995 TOYOTA CAMRY AUTOMOBILE 3,200.00
AMERICAN EXPRESS FUNDS 61.44
AXP NEW DIMENSIONS FUND ACCT. NO. 0106-2648-739-0
DIVIDEND CHECK
AMERICAN EXPRESS FUNDS 43.79
AXP EXTRA INCOME FUND ACCT. NO. 0125-2648-739-7
DIVIDEND CHECK
AMERICAN EXPRESS FUNDS 81.15
AXP UTILITES FUND ACCT. NO. 0123-2648-739-9
DIVIDEND CHECK
THE VANGUARD GNMA FUND INVESTOR SHARES 57.80
DIVIDEND CHECK
THE VANGUARD WINDSOR FUND INVESTOR SHARES 195.22
DIVIDEND CHECK
UGI UTILITIES 10.27
DIVIDEND CHECK
FIRST UNION NATIONAL BANKK 1,765.38
IRA ACCOUNT
ACCOUNT NO. 257410098908567
Subtotal $ 14,873.89
Grand Total $ 272,613.98
COHHONNEALTH OF PENNSYLVANIA
~ BUREAU OF INDIVIDUAL TAXES DEPARTNENT OF REVENUE
ZNHER/TANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLO#ANCE OR DISALLOHANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-~47 EX
DATE 10-27-2005
ESTATE OF LENZS ROBERT S
DATE OF DEATH 12-12-2002
'~.~ --" ~r' *~ FILE NUNBER ZZ 05--0005
ROBERT L KNUPP COUNTY CUNBERLAND
KNUPP ETAL ACN 101
' I Amoun~ Remi~ed
PO BOX ZZ848
HBG PA 17108
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF H~LLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA
CUT ALONG THIS LINE ~ RETAIN LO#ER PORTION FOR YOUR RECORDS
REV-15&7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOHANCE OR
DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF LE~IS ROBERT S FILE NO. 21 05-0005 ACN 10! DATE 10-27-2005
TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION COHCERNZNG FUTURE INTEREST - SEE REVERS~
APPRAISED VALUE OF RETURN ~ASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1) .00 NOTE: To insure proper
2. S~ocks and Bonds (Schedule B) (2) .00 credi~ ~o your account,
5. Closely Held S~ock/Par~nershlp In~eres~ (Schedule C) ($) .00 submi~ ~he upper por~ion
~. Nor~gages/No~es Receivable (Schedule D) (~). .00 of ~his form ~i~h your
$. Cash/Bank Deposi~s/Nisc. Personal Proper~y (Schedule E) (S) 270z848.60 ~ax payment.
6. Jointly O~ned Proper~y (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1;765.58
8. To,al Asse~s
(e) 272,615.98
APPROVED DEDUCTZONS AND EXEHPTZONS:
9. Funeral Expenses/Adm. Cos~s/Nisc. Expenses (Schedule H) (9) 17,79Z.Z8
10. Deb~s/Nor~gage Liabilities/Liens (Schedule Z) (10) 1,21Z.99
11. To,al Deductions (11)
12. Ne~ Value of Tax Re~urn (12) 255,608.7!
15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule d) (15)
1~. Ne~ Value of Es~a~e Sub~ec~ ~o Tax (1~) Z55,608.7!
NOTE: Zf an assessment ~as issued pre¥iously, ~ines 1~, 15 and/er 16, 17, 18 and 19
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amoun~ of Line 1~ e~ Spousal ra~e (15) .00 X O0 =
16. Amoun~ of Line 1~ ~axable a~ Lineal/Class A ra~e (16). 255,608.71 x 045 = ~1,412.59
17. Amoun~ of Line lq a~ Sibling ra~e (17). .00 X 12 = .00
18. Aeoun~ of Line 1~ ~axable a~ Collateral/Class B re~e (18) .00 X 15 = .00
19. Principal Tax Due
TAX CREDITS: (19)= 11,412.59
PAYHENT / RECeiPi DZ$COUNT (+j
DATE NUNBER ~NTEREST/PEN PA~D (-) AHOUNT PAID
09-~Z-Z005 CD00500~ .00
TOTAL TAX CREDXT I
· ALANC£ OF TAX DUEI .00
ZNTEREST AND PEN. I .00
TOTAL DUE / .00
~ IF PA~D A~TER DATE INDICATED~ SEE REVERSE ( ~ TOTAL DUE ~S LESS THAN $~ NO PAYNENT ~S REQUIRED.
EOR CALCULATION OE ADDITIONAL INTEREST. IE TOTAL DUE IS RE~LECTED AS A "CREDIT" (CR)/ YOU NAY BE DUE
A REEUND. SEE REVERSE SIDE O~ THIS EORN ~OR ~NSTRUCTIONS.)
RESERVATION: Estates of decadents dying on or before December 1Z, 198Z -- if any futura interest in the estate is transferred
in possession or enjoyment to Class D (collaterat) beneficiaries of the decedent after the expiration of any estate for
iifa or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class D (collateral) rate on any such futura interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S.
Section 9140).
PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NZLLEj AGENT
REFUND (CR): A refund of a tax credit, ahich was not requested on the Tax Return, may ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications ara available at the Office
of the Register of Rills, any of the 25 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-&OO-56Z-ZOSO~ services for taxpayers with special hearing and ! or
speaking needs: 1-800-447-$020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of tho account of the personal representative, OR
--appeal to the Orphans' Court.
ADMiN-
iSTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB060I, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decadent" (REV-la01) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SX) discount of
the tax paid is allowed.
PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax end interest
that has bean assessed as indicated on this notice.
iNTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day free the date of
death, to the date of payment. Taxes which became delinquent before January 1, 19BZ bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January l, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOX .000548 1987 9Z .000247 1999 7Z .000192
1985 16Z .000458 1988-1991 llX .O00SO1 2000 8Z .000219
1984 llZ .000301 lggZ 9Z .000Z47 ZOO1 9Z .000247
1985 Z3X .000356 1993-1994 7X .O00XgZ 2002 6Z .000164
1986 IOZ .000274 1995-1998 9Z .000247 2003 5Z .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBBR OF DAYS DELINQUENT X DALLY INTERBST FACTOR
--Any Notice issued after the tax bacoaes delinquent eill reflect an interest calculation to fifteen (1S) days
beyond the date of the assessment. If payaant is aada after the interest computation date shown on the
Notice, additional interest aust be calculated.
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/10/2004
KNUPP ROBERT L
P 0 BOX 11848
HARRISBURG, PA 17108
RE: Estate of LEWIS ROBERT S
File Number: 2003-00003
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 12/12/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/01/2005
KNUPP ROBERT L
POBOX 11848
HARRISBURG, PA 17108
RE: Estate of LEWIS ROBERT S
File Number: 2003-00003
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/12/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~ y 1,/4:-~
. r /; j .I' /'/.."&-;'v'~. ; fI'......l j' /./,~"" ..
4'",,-. c~r (...<, '-'" -.....;..",__ ,/'..--."7._....,... .
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
fi7'
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/15/2005
STEPHEN R LEWIS
73 ELEVEN O'CLOCK ROAD
WESTON, CT 06883
RE: Estate of LEWIS ROBERT S
File Number: 2003-00003
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/12/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ROBERT S. LEWIS
Date of Death: 12/12/2002
Will No. 2003-00003
Admin. No. 21-03-00003
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 No X
2 . If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: DECEMBER 30. 2006
3 . If the answer to No. 1 is Yes, state the following:
a.
account with the Court?
Did the personal representative file a final
Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative I s account is:
c . Did the personal representative state an
account informally to the parties in interest? Yes No
d . Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans I Court and may be attached to this report.
Date: 11/21/2005
~S.~
Ignature ~..
ROBERT L. KNUPP
Name (Please type or print)
POST OFFICE BOX 11848
HARRISBURG PA 17108-1848
Address
(:)
( 717 ) - 238- 715
Tel. No.
Capacity :
Personal Representative
x
Counsel for personal
representative
V l~:~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/30/2006
KN"UPP ROBERT L
POBOX 11848
HARRISBURG, PA 17108
RE: Estate of LEWIS ROBERT S
File Number: 2003-00003
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 lS due by: 12/12/2006
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,
~,~/J~~
. ~J
Glenda Farner Strasbaugh
Clerk of the Orphans I Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/30/2006
STEPHEN R LEWIS
73 ELEVEN O'CLOCK ROAD
WESTON, CT 06883
RE: Estate of LEWIS ROBERT S
File Number: 2003-00003
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/12/2006
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,
}~, ~MJ' D-.I ;}
.~
Glenda Farner StrasbaU~h
Clerk of the Orphans' Court
cc: File
Counsel
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Robert S. Lewis
Date of Death: 12/12/2002
Will No. 2003-00003
Admin. No. 21-03-03
Pursuant to Rule 6. 12 of the Supreme Court Orphans I
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 No X
2 . If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: See below
3 . If the answer to No. 1 is Yes, state the following:
a.
account with the Court?
Did the personal representative file a final
Yes No X
b . The separate Orphans 1 Court No. (if any) for
the personal representative I s account is:
c . Did the personal representative state an
account informally to the parties in interest? Yes No
d . Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans 1 Court and may be attached to this report.
Date: 12/6/2006
~ (~~~-:
19nature .
Evecything is done except the pcepacation
of an infocmal account. The Executoc
is also the sole heic of the estate.
Robert L. Knupp. Esquire
Name (Please type or print)
407 North Front Street
Harrisburg. PA 17101
Address
(717 ) 238-7151
Tel. No.
Capacity :
Personal Representative
Wi IUJ :),;\'vi"idtJU
.10 \;1 l:jll\
;Jv 710-, oJ
X
Counsel for personal
representative
, 0 : I fJd 8- ::nQ grrZ
ff
E-mail: robert.knupp@verizon.net
KNUPP LAW OFFICES, LLC
ROBERT L. KNUPP, ESQUIRE
POST OFFICE BOX 630
407 NORTH FRONT STREET
HARRISBURG, PA 171 08-0630
Robert E. Knupp
(1909-1976)
Telephone 717/238-7151
Facsimile 717/238-5258
December 6, 2006
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
One Courthouse Square
Carlisle, PA 17013
Re: Status Report Under Rule 6.12
Dear Ms. Strasbaugh:
Pursuant to your correspondence dated November 30, 2006, enclosed please find a Status
Report for the Estate of Robert S. Lewis.
I am enclosing a stamped, self-addressed envelope for your convenience in returning a
time-stamped copy for our files.
Thank you for your assistance in this regard.
Very truly yours,
~~
~~.~G
Robert L. Knupp
RLKlpm
Enclosure
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/14/2007
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KNUPP ROBERT L
POBOX 11848
HARRISBURG, PA 17108
RE: Estate of LEWIS ROBERT S
File Number: 2003-00003
Dear Sir/Madam:
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This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/12/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
.((1~t:'~.. t~6>t't)~~
/l
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/14/2007
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STEPHEN R LEWIS
73 ELEVEN O'CLOCK ROAD
WESTON, CT 06883
RE: Estate of LEWIS ROBERT S
File Number: 2003-00003
Dear Sir/Madam:
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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: 12/12/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
.4? V.L ~ ;J
1,4""oi6<. 'l~.IiAJkta;2&.k'~'f.j
,t.". /
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYL V AN1A
Name of Decedent:
ROBERT S. LEWIS
Date of Death:
12/12/2002
File Number: 2003-00003
Pursuant to Pa. O.C Rule 6.12, I report the following with respect to completion ofthe administration of
the above-captioned estate
1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . ~ Yes 0 No
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 fde a final account with the Court? . . . . . .. 0 y cs ~ No
b The se;::arate Orphans' Court No (if any) for the personal
representative's account is
c. Did the personal representative state an account
infonnally to the parties in interest? ....................... ....... xj@Yes 0 No
d. Copies of receipts, releases, joinders and approvals of fom1al or infoD11al accounts may be
filed with the Clerk of the Orphans' Couri and may be attached to this report.
Dale
11/16/2007
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(ure of Persoll Fil1l1g this Form
Capacity: DPersonal Representative XfO CQunsel
~o :2 Wd 61 AON iDOl
ROBERT L. KNUPP, ESQUIRE
Name of Pel'SOIl Filing this Form
407 NORTH FRONT STREET
Address
HARISBURG, PA 17101
238-7151
Telephol1e
~