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HomeMy WebLinkAbout03-0268Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Ralph E. Straley No. ~' also known as , Deceased Social Security No. 179-07-1038 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 ors Decedent, dated 3/14/2000 and codicil(s) dated none \* named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minodtate) 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 Fast f~mil~ or principal residence at 309 East Garfield Street, Shippensburg, PA 17257 [ (list street, number and mu~ci~ality) Decedent, then 85 years of age, died Febmrary 27 , 2003 , at Carlisle Regional Medical Career (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ......................................... $ (if not domiciled in PA) Personal property in Pennsylvania .................... $ (If not domiciled in PA) Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total ..................................................................................................................... $ L~'~l~,"~4#~/ 0.00 Real Estate situated as follows: \*309 East Garfield Street, Cumberland County, Shippensburg, PA 17257 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: Signature Typed or printed name and residence Ann E. McCrae, 9242 Possum Hollow Road7 Shippensburg? PA Mary M. Cox? 319 Garfield Street~ Shippensburg~ PA 17257 Edward J. Straley~ 10 Renee Avenue? Shippensburg~ PA 17257 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Ralph E. S~'aley No. --~/- ~.~- t~' F also known as , Deceased Social Security No. 179-07-1038 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 ors r~ Decedent, dated 3/].4/2000 and codicil(s) dated none \* named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minodtate) 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 309 East Oarfield Street, Shippensburg, PA 17257 [ ~'~,1,~.~14.~,..,,, (list street, number-and munfcip~lit~ ' Decedent, then 85 years of age, died Februrary 27 ,2003 , at Carlisle Regional Medical Center (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ......................................... $ (if not domiciled in PA) Personal property in Pennsylvania .................... $ (If not domiciled in PA) Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ fl Total ..................................................................................................................... $ o.oo Real Estate situated as follows: \*309 East Garfield Street, Cumberland County, Shippensburg, PA 17257 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 Typed or pdnted name and residence Signature !Ann E. McCrae? 9242 Possum Hollow Road? Shippensburg? PA Mary M. Cox? 319 Garfield Street~ Shippensburg? PA 17257 Edward J. Straley~ 10 Renee Avenue~ Shippensburg~ PA 17257 RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate a/~rding to law. Sworn to and affirmed and subscribed ~ Z ~ ~..q~ before me this c~7-/-/ day of Edward J. Straley DECREE OF REGISTER Estate of Ralvh E. Straley Deceased No. also known as Social Security No: 179-07-10)8 Date of Death: 2/27/2003 AND NOW, /2.?X2/___g.,// ~.~ 7' , ~_.z:3~._~ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters I~] Testamentary [~ of Administration (c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoritate) are hereby granted to 'Ann E. McCrae, Mary M. Cox and Edward J. Straley in the above estate and that the instrument(s), if any, dated /~. ~// /'9'''r''/ ~ described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ Short Certificate(s) ............... $ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ) .............. $ Codicil ................................. $ JCP Fee ................................. $ Inventory & Tax Forms .............$ Other ...................................... $ TOTAL ............................. $ RW-7A Re~ister of Wills Attorney: HAMILTON C. DAVIS I.D. No: 10264 Address: P.O. BOX 40 SHIPPENSBURG PA 17257 Telephone: 532-5713 DATE FILED: Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this ~ z-,,~ day of Ann E. McCrae Mary M. Cox DECREE OF REGISTER Estate of Raloh E. Stral~v also known as Deceased .No. Social Security No: 179-07-10;~8 Date of Death: 2/27/2003! AND NOW, .~'~'~-~"~' ~ 7' ~'~' , ~ , in consideration:Of the Petition on the reverse side hereon, satisfactory proof having been presented before me, · IT IS DECREED that Letters [~ Testamentary I~ of Administration (c,t.a., d.b.n.c.t.; pendente lite; durante absentla; durante minodtate) are hereby granted to 'Ann E. McCrae~ Mary M. Cox and Edward J. Straley in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ /',~. ~ Short Certificate(s) ............... $ Renunciation ............ ,:: ........... $. Affidavit ( ) ....................... $ Extra Pages ( ) .............. $ Codicil ................................. $ JCP Fee ................................. $ Inventory & Tax Forms .............$ Other ...................................... $ TOTAL ............................. $ ~ RW-7A ( Register of Wills Attorney: HAMILTON C. DAVIS I.D. No: 10264 Address: P.O. BOX 40 SHIPPENSBURG PA 17257 Telephone: 532-5713 DATE FILED: REGISTER OF WILLS OF /COUNTY OATH OF SUBSCRIBING WI~SS codicil / (each) a subscribing witness to the will presented/fferewith, (each) being duly qualified according to law, depose(s) and say(s) that ,/ present and saw the testat , sign the same and signed as a witness at the request of testat ___ in h pr/e,~nce and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and sub2e/r'ribed before _ this me day of (Name) 19 (Address) Register (Name) (Address) REGISTER OF WILLS OF Ctan~,~,~,_. ~ COUNTY OATH OF NON-SUBSCRIBING WITNESS (each~) a~su~sc~riber h~er~to,~R~) ~x~ ' (each) being duly qualified according to law, depose(s~and say(s) that familiar with the signature of ~-~.J in ~- 5'~he~ codicil ~ ' testats*/t- of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this C~'-'~-A/ day of ~ ~ ~ Register (Name) (Address) (Name) (Address) REGISTER OF WILLS OF ~ COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depo~se(s) and say(s) that ~ · t. ~ t~ ,s present and saw the testat _D,~ , sign the same and that _ signed as a witness at the request of testatO_~____ in h !'~ presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this c~{,/z-~ day of Register (Name) (Address) REGISTER ~:: OATH WILLS :RIBING COUNTY (each) a hereto, (each) being familiar qualified to law, say(s) that the signature o :stat of ,f the subscribing believes to the best Sworn to or me this and belief. aed and subscribed'~fore ~ da~f Register ~ ses to) the ~ cPo~l~Sc~ted ~with signature on\the, ill is in the ~ (Name) and of (Address) his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Ofrice for permanent filing. WARNING: It is illegal to duplicate this copy by photosta~raph. Fee for this certificate, $2.00 No. ~ Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS TYPE/PRINT PERMANENT BI.ACK INK Ralph E. Straley 85 ~. Cumberland Shipping 309 East Garfield Street Shippensburg, PA 17257 CERTIFICATE OF DEATH STATE FILE N~M~ER la. Male la. 179- 07 -- 1038 [,.February ~71 2003 I Carlisle [ Carlisle Regional Medical Center Ik' Ik. --~m~ [ White Letterkenny Army ~ ~ E~~ ~ h,~. Depqt ,a. ~. ~ 12 ('~s+) 2 ~. Widowed ~s.  TU~ .,. ~ Pennsylvania . ~) ,~_ C~berland ~ ~.~a~ James G. Straley ~1MOTHER'SN~ME(F"~'M~m'~s~) ]~9242 Poss~ Hollow Road, Shippensburg, PA 17257 ,. 3/3/2003 k". Spring Hlll Cemetery I,,~;'~;~ County, PA I ' ~m~Ac~om~ ~ I . ~ .. )/p 7/2 LAST WILL AND TESTAMENT I, Ralph E. Straley, of the Borough of Shippensburg, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any Will or Codicil previously made by me. ITEM I: I direct that all my just debts (except as may be barred by a Statute of Limitations) and my funeral expenses (including my gravemarker and expenses of my last illness) shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and personal property as set forth in a separate memorandum (which is signed by me, dated and makes specific reference to this Will and memorandum, which I shall place with my Will or deposit with my attorney), to the persons therein designated. ITEM III: I give and bequeath all my tangible personal property, including but not limited to, any and all automobiles and other motor vehicles, household goods and furniture and furnishings, china, silverware, jewelry, ornaments, works of art, books, pictures, wearing apparel and personal effects, but excluding cash on hand and tangible evidences of intangible personal property and not including any of such items specifically bequeathed pursuant to ITEM II insurance applicable thereto children, in thereon to my practicable. ITEM IV: , together with any policies of including any prepaid premiums as nearly equal shares as is I devise and bequeath the residue of my estate of every nature and wherever situate in equal shares to such of my children, Ann E. McCrae, Edward J. Straley and Mary M. Cox, as shall survive me by thirty (30) days. ITEM V: Should any of my children, Ann E. McCrae, Edward J. Straley, or Mary M. Cox, predecease me or die on or before the thirtieth day following my death but leaving descendants who so survive me, such descendants shall receive, per stirpes, the share that such predeceased child would have received had he or she so survived me. ITEM VI: If any property passes outright (either under this Will or otherwise) to a minor (which shall be defined as anyone under twenty-one (21) years of age) and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, I decline to appoint a guardian but instead authorize my Executor to distribute such property to a Custodian selected by my Executor (and my Executor may act as such Custodian) as Custodian for the minor under the Pennsylvania Uniform Transfers to Minors Act. Provided, however, that this appointment shall not supersede the right of any fiduciary to distribute a share where possible to the minor or to another for the minor's benefit. ITEM VII: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM VIII:I appoint Ann E. McCrae, Edward J. Straley and Mary M. Cox, co-Executors of this my Last Will. ITEM IX: My individual fiduciary shall be entitled to reasonable compensation for his or her services rendered from time to time and/or to reimbursement of out of pocket expenses. ITEM X: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and Testament, written on five (5) sheets of paper, dated this ~ day of ~ ~A~ , 2000. - - ~lph E. Stra~y (SEAL) The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature or initials of the Testator, was on the day and date thereof signed, published and declared by the Testator therein named, as and for Last Will, in the presence of us, who, at his request, in presence, and in the presence of each other have subscribed our names as witnesses hereto. ,~~~ ~' ~~---~ residing at Newville Pa residing at 4 COMMONWE~kLTH OF PENNSYLVANIA : : ss. COUNTY OF CUMBERLAND : I, Ralph E. Straley, the 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 that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Ralph/E. Straley~ (SEAL) Sworn to or affirmed and acknowledged before me by Ralph E. Strale¥ , the Testator, this ~ day of , 2ooo. COMMONWEALTH OF PENNSYLVANIA : : ss. COUNTY OF CUMBERLAND : We, Hamilton C. Davis and '~(~.r~ r.~)l~ , 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 the Testator sign and execute the instrument as his Last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and under no constrain~ or undue ir%fluence. Sworn to or affirmed and subscribed to ~- - ~ ~' ~'"'""~"~~ before me by Hamilton C. Davis and ~-0~.~[~L~_k , witnesses, this I~ day of 0' ~ , 2000. PERSONAL PROPERTY MEMORANDUM TO ACCOMPANY WILL OF Ralph E. Straley As provided in ITEM II of my Will, I hereby designate that the following listed property shall go to the persons whose names are designated hereon. ITEM Large China Closet, Piano, & Chest of Silverware Straley Chest & Sideboard NAME Ann Edward 7pc Dining Room Table & chairs, sewing machine, & small china closet ~ Mary Divide all things among you children & grandchildren such as dishes, chairs, 5 pieces of Raymond Smith furniture, mirrors, cedar chests, new bed & mattress, Jewelry, bed linen, books, and pictures. SIGNED: Ral~h'E. Stral~y Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Ralph E. Straley Date of Death: Febma _ry 27, 2003 Will No.: 2003-00268 PA No. 21-03-0268 To the Register: I certify that notice of (beneficial interest) 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 June 4, 2003 · Nanle Address Ann E. McCrae, Mary_ M. Cox, Edward J. Straley, 9242 Possom Hollow Road, Shippensburg, PA 17257 319 East Garfield Street, Shippensburg, PA 17257 10 Renee Avenue, Shippensburg, PA 17257 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except __ Date: 06/4/2003 None Telephone:. Capacity: ~ X Name: Hamilton C. Davis, Esq. Address: P.O. Box 40 Shippensburg, PA 17257 717-532-5713 personal representative ~ counsel for personal representative LAW OFFICES OF ZULLINGER- DAVIS PROFESSIONAL CORPORATION JOEL R. ZULLINGER 14 North Main Street Suite 200 Chambersburg, PA 17201 717-264-6029 Fax: 717-264-1884 zulngrlaw~supemet.com Dale F. Shughart, Jr. of counsel HAMILTON C. DAVIS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 717-532-5713 Fax: 717-530-5222 davislaw~supernet.com November 25, 2003 Register of Wills Cumberland County Court House Carlisle, PA 17013 RE: Estate of Ralph E. Straley Estate File No. 21-03-0268 DOD: 02/27/03 To Whom It May Concern: Enclosed for filing is our Pennsylvania Inheritance Tax Return, filed in duplicate and a check in the amount of Four Thousand Nine Hundred Sixty-Six and 23/100 ($4,966.23) as payment for the above estate. A check for filing fee in the amount of $15.00 is also enclosed. Thank you. Sincerely yours, Hamilton C. Davis for Zullinger - Davis Professional Corporation HCD/njk 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 003283 DAVIS HAMILTON C P O BOX 040 SHIPPENSBURG, PA 17257-0040 fold ESTATE INFORMATION: SSN: 179-07-1038 FILE NUMBER: 21 03-0268 DECEDENT NAME: STRALEY RALPH E DATE OF PAYMENT: 11/26/2003 POSTMARK DATE: 11/25/2003 COUNTY: CUM BERLAN D DATE OF DEATH: 02/02/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $4,966.23 TOTAL AMOUNT PAID: $4,966.23 REMARKS: ANNE E MCCRAEC/O HAMILTON C DAVIS ESQUIRE SEAL CHECK# 128 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEAL~'I OF PENNSYLVANIA DEPARTMENT OF REVEN{JE DEPT. 280601 HARRISSIJRG, PA 17128-0~01 3:00 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT J FILE NUMSER COUNTY CODE 03 0268 YEAR NUMEER i DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Straley, Ralph E. 179-07- 1038 DATE OF DEATH (MM-DD~YEAR) DATE OF SlRTH (MM-OD-YEAR) i i THIS RETURN MUST BE FILES IN SUPLICATE WITH THE 102/27/2003 I 06/18/1917 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER N/A, [] 1. Or gna Return [] 2. Supplemental Return [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82) [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach of Will) copy of Trust) [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death beb,veen ] 3. Remainder Return (date of death prior to 12-13-<32) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11.Election to tax under Sec. 9113(A) (Attach Sch O) 12-31-91 and %%95} THIs sECTiON MUs? BE COMPLETEDi AiL CORRESPONDENCE AND cONFIDENTIAL TAX iNFORMATIoN sHOuLD BE DIRECTED TO: AME Hamilton C. Davis IIRM NAME (If applicable) Zullinger - Davis, PC ELEPHONE NUMBER 717/532-5713 COMPLETE MAILING ADDRESS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 1. Real Estate (Schedule A) (1) 89,900.00 2. Stocks and Bonds (Schedule B) (2) 5,706.31 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 23,0 61.6 6 (Schedule E) 6. Jointly Owned Property (Schedule F) (6) None [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 17,5 8 7.6 l (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 22,8 5 8.4 9 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 3,036.5 1 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) '-()F'FiCiAL USE ONLY (8) 136,255.58 25,895.00 110,360.58 110,360.58 (11) (12) (13) (14) 0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16.Amount of Line 14 taxable at lineal rate 17.Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 110,360.58 x .00 x .045 x .12 x .15 (15) (16) 4,966.23 (17) (18) (19) 4,966.23 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 309 East Garfield Street CITY Shippensburg i STArE PA !ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page I Line 19) 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. (4) Check box on Page 1 Line 20 to request a refund 5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 4,966.23 0.00 0.00 4,966.23 4,966.23 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? ....................................................................................................................... [] [] 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 my knowledge and belief, it is true, correct and complete. Deciaretion of preparer other than the personal representative is based on all information of which preparer has any knowledge. I . cCrae U ~ENTATIVE Davis ADDRESS ADDRESS ADDRESS 10 Renee Avenue Shippensburg, PA 17257 9242 Possum Hollow Road Shippensburg, PA 17257 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 DSTE ! D^~ / -- ,/ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the 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. ADDITIONAL Personal Representatives Straley, Ralph E. SS# 179-07-1038 2/27/2003 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. 3 4 Signature Name Address Mary M. Cox 319 East Garfield Street City, State, Zip Date Shippensburg Ii PA 17257 Signature Name Address: City, State, Zip Date Signature Name Address: City, State, Zip Date 6 Signature Name Address: City, State, Zip Date Signature Name Address: City, State, Zip Date COMMONWEALTH OF mENNSYLVANIA INHERIT. q~CE TAX RE'CORN RESIDENT DECEDENT SCHEDULE A REAL ESTATE I FILE NUMBER ESTATE OF Straley, Ralph E. ! 21 - 03 - 0268 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a w Iling buyer and a will~ng se er, ne ther being compelled to buy or sell, both havin reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosedgon schedule F. ITEM NUMBER DESCRIPTION 307 East Garfield Street, Shippensburg, PA 17257 (see attached settlement sheet) Sale necessary to settle estate. See Schedule I for necessary and ordinary expenses of sale. TOTAL (Also enter on Line 1, Recapitulation) VALUE AT DATE OF DEATH 89,900.00 89,900.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RE~qJRN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF J FILE NUMBER Straley, Ralph E. 21 - 03 - 0268 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH I The Vanguard Group Mutual Fund Number 004371869 5,706.31 TOTAL (Also enter on line 2, Recapitulation) 5,706.31 CDMMCN~-c.ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DEr'EDENT ESTATE OF Straley, Ralph E. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 - 03- 0268 Include the proceeds of litigation and the date the proceeds were received by the estate. Ail property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 1! 12 13 14 15 16 17 18 19 2O DESCRIPTION Orrstown Bank Checking Account No. 103003585 Accured Interest on No. 1 Orrstown Bank Savings Account No. 738875 Accrued Interest on No. 3 Orrstown Bank Certificate of Deposit Account No. 30041517 Accrued Interest on No. 5 Orrstown Bank Certificate of Deposit Account No. 30046784 Accrued Interest on No. 7 Orrstown Bank Certificate of Deposit Account No. 5030065724 Accrued Interest on No. 9 Orrstown Bank Certificate of Deposit Account No. 5030068284 Accrued Interest on No. 11 Allfirst Bank Checking Account No. 0097540110 Accrued Interest on No. 13 Allfhrst Bank Certificate of Deposit Account No. 80000001982337 Accrued Interest on No. 15 Miscellaneous Household Goods and Furnishings and Personal Effects - Public Sale Pro-Rated Real Estate Taxes from Sale of House Blue Cross/Blue Shield Refund Scott Lawn Refund Total of Continuation Schedule(s) TOTAL (Also enter on Line $, Recapitulation) VALUE AT DATE OF DEATH 2,314.20 0.21 2,573.64 3.07 1,346.26 3.22 3,809.50 3.74 2,332.81 5.43 2,682.76 2.07 1,601.83 0.24 3,362.19 37.83 1,026.90 530.86 147.17 42.40 1,235.33 23,061.66 CCMMDNWE.~LTH OF ~I=NNSYLVANL~ INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued ESTATE OF FILE NUMBER Straley, Ralph E. ~ 21 - 03 - 0268 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH 21 22 23 Conseco Life Insurance Refund AF&L Insurance Company Refund Carlisle Regional Medical Center Refund 206.14 1,010.27 18.92 Page 2 of Schedule E COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF i FILE NUMBER Straley, Ralph £. 21 - 03 - 0268 ITEM NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes, DESCRIPTION OF PROPERTY I I DATE OF DEATH i % OF EXCLUSION Include the name of theAttachtransferee'a copytheirofrelati°nshiPthe deed fort°realdecedentestate, and the date of transfer. ~/ALUE OF ASSET' INTEREsTDECD'S (IF APPLICABLE), TAXABLE VALUE Erie Insurance Group Annuity - Policy No. 540-169 - The 4,727.00i 100% 4,727.00 Annuity was passed upon the death of the decendent via beneficiary designation and are thus non-probate. Fidelity and Guarantee Life Annuity ~ Policy No. 330-0300 12,860.61 100% 12,860.61 - The Annuity was passed upon the death of the decendent via beneficiary designation and are thus non-probate. TOTAL (Also enter on line 7, Recapitulation) 17,587.61 COMMONWEAL ~'1 OF PENNSYLVANIA INHERITANCE TAX RET~JRN RESIDENT 0ECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF J FILE NUMBER Straley. Ralph E. r ~ 21 - 03 - 0268 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT Bo FUNERAL EXPENSES: Fogelsanger-Bricker Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip ' Year(s) Commission paid Attorney's Fees Hamilton C. Davis, Esquire 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 Cumberland County Register of Wills Zip Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Legal Advertising - Cumberland County Legal Joumal Legal Advertising - The News Chronicle Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 8,348.60 5,200.00 73.00 75.00 99.00 9,062.89 22,858.49 COMMONWEALTH CF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H Funer'~ Expenses & Adminisaalive Costs continued ESTATE OF Straley, Ralph E. FILE NUMBER 21 - 03- 0268 Ausherman Brothers Appraisals Resep,'e for Contingencies Lisa Helm, Tax Collector - 2003 County and Township Real Estate Taxes Real Estate Settlement Expenses. It was necessary to liquidate this asset for the benefit of settling the estate (not for the benefit of the beneficiaries) 250.00 1,000.00 351.35 7,461.54 Page 2 of Schedule H COMMCNWE~LTH CF PENNSYLVANIA ~NHERITANCE TAX RETURN RES[DENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF S~-aley, Ralph E. FILE NUMBER ~ 21 - 03- 0268 Include unreimbursed medical expenses, ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 13 14 DESCRIPTION PennMar Ann McCrae - Reimbursement for Spring Hill Cemetary, Sprint and Chumh Presbyterian Homes Borough of Shippensburg Pro Medical Services, Inc. Carlisle Regional Hospital Central Penn Medical Group Department of VA Comcast Cable Sprint First Energy OPCO Edward Straley - Reimburse for Tax payment Penelec Newville Community Ambulance TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 828.09 725.65 216.96 245.06 62.37 18.92 66.81 201.00 214.18 188.02 30.84 48.00 144.60 46.01 3,036.51 , REV*1513~EX*(9-O0) ~ · COMMONWEALTH OF PENNSYLVAN[A INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stratey, Ralph E. SCHEDULE J BENEFICIARIES FILE NUMBER 21 - 03 - 0268 NUMBER II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Da N~t Li~t Tru~t~e(~} TAXABLE DISTRIBUTIONS (include outdght spousal distributions) Ann E. McRae 9242 Possom Hollow Road Shippensburg, PA 17257 Mary M. Cox 319 East Garfield Street Shippensburg, PA 17257 Edward J. Straley 10 Renee Avenue Shippensburg, PA 17257 Daughter Daughter Son Enter dollar amounts for distributions shown above on lines 15'through 18, as appropriate, on Rev 1500 cover sheet I NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE AMOUNT OR SHARE OF ESTATE 1/3 Residue 1/3 Residue 1/3 Residue lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 Of REV-1500 COVER SHEET FRANKLIN REAL ESTATE SERVICES AND ABSTRACTING COMPANY, INC. Settlement Statement U.S. Department of Housing and Urban Development OMB No. 2502-0265 RF.V. HUD-! B. TYPE OF LOAN 1. ~RHA 2. ~FmH4 3. ~Conv. U~'ins. 4. ~VA 5 :~Conv. lns. 5. FILE NUMBER i 7. LOAN NUMBER I FTA8786 ! 0025918079 8. MORTGAGE INSURANCE CASE NUMBER C. No[e: NAME OF BORROWER: ACORESS: NAME OF SELLER: ADDRESS: F. NAME OF LENDEr: ADDRESS: G. PROPERTY ADCRESS: H. SE ,'FrLEMENT AGENT: PLACE OF SE'FrLEMENT: Clinton A. Montoro and Tracy L. Montoro 331 South Queen Street, Shippensburg, PA 17257 Estate of Ralph E. Straley 307 East Garfield Street~ Shippensburg, PA 17257 Patriot Federal Credit Union 800 Wayne Avenue, Chambersburq, PA 17201 307 East Garfield Street, Shippensburg, PA 17257 Shippensburg borough Franklin RE Services and Abstracting Co., Telephone: 717-26-3290 Fax: 717-264-1985 Chambersburq~ PA 17201 i TitIeExpress So,tenant System I Prmted 10/30/2003 at 15:32 RAD L SE~-rLEMENT DATE: 10/31/2003 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales ::Jr, De } 89~900.00 ! 401. Contract sales price ! 89,900.00 'I 102. Personal Proper~v 3,955.28 402. Personal Proper~y ! i 103. Settlement charoes to borrower dine 1400) · 403. I I 104. i 404. I 105. I 405. Adiustments for items paid by seller in advance 59.68 Adjustments for items paid 107. County taxes 10/31/03to12J31/03 407. County taxes 10131103to12J31103' ! 59.68 108 SchoolTaxes 10131103to06130104 471.18 408. ScheolTaxes 10131103to06130104 109. , 409. 11o. 111. 112. 120. GROSS AMOUNT DUE FROM BORROWER 94,386.14 200, AMOUNTS PAID BY OR ON BEHALF OF BORROWER 410. Patriot Federal Credit Union 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. Ceposit or earnest money [ 1~000.00 202. Pnncipal amount of new loans 71~920.00 502. Seltlement char.qes to seller (line 1400) 203. ExJstinq Ioan{s) taken subiect to 503. Existing loan(s) taken subject to 204. Subordinate Financinq 13~485.00 I 504. Payoff of First Mortqa.qe Loan 205. . 206. I 207. 208. 209. Adjustments for items unpaid by seller 213, 214. 215. 216. 217. 218. 219. 86~405 220. TOTAL PAID BY/FOR BORROWER 00 300. CASH AT SETTLEMENT FROM OR TO BORROWER 471.18 , 301. Gross amount due from borrower (line 1201 ! 94,386.14 411. I } 412. I 420. GROSS AMOUNT DUE TO SELLER 90~430.86 I 302. Less amounts paid by/for borrower (line 220) [ 86,405,00 303. CASH FROM BORROWER 7~981.14 501. Excess Oeoosit (see instructions) '7~461.54 505. 506. 507. 508. 509. Adiustments for items unpaid by seller 513. 514. 515. 516. 517. 518. 519. 520. TOTAL REDUCTION AMOUNT DUE SELLER 600. CASH AT SETfLEMENT TO OR FROM SELLER 601. Gross amount due to seller (line 420) 602. Less reduction amount due seller (line 520) 7,46154 i 603. CASH TO SELLER 90,430.86 7,461.54 SUBSTITUTE FORM 1099 SELLER STATEMENT: The Information contained herein is impo~lnt bix Information and Is being furnished to the Internal Revenue Service. If you are required to file a return, SELLER(S) NEW MAILING ADDRESS; SELLER(S) PHONE NUMBERS: {H) U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: FTA8786 PAGE 2 SE .'FDLEMENT STATEMENT REV. HUD-1 (3/86) TitleExpress Settfemeni System Printed 10/30/2003 at 15:32 RAD L. SETTLEMENT CHARGES PAiD FROIVl PAID FROM 700. TOTAL SALES/BROKER'S COMM~SSION based on 2rice $89,900.00 @ 6.000 = 5.394.00 BORROWER'S SELLER'S Division of ccmmission pine 700) as foilows: FUNDS AT FUNDS AT 701. $ :o Re/Max Realty Agency~ Inc. SETTLB~tEN¥ SF-T"LEMENT 702, $ 5,394.00 ~o Re/Max RealtyA[~ency, lnc. 703. Commission 2a~d al Set[temar~ 5.394.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN I 301 Lean Cnc~nation Fee 1.500 %Patriot Federal Credit Union , 8C2, L~a~ Discoun~ 0.275 %PHH Mortcjage Services ',803. Aporaisai Cee to A. Eyer (P.O,0.)250.00 Buyer~ I ~04. Creait ~e~o~ to PHH Mortgacje Services {P.O.C.) 17.00 Buyerr 805, Lender'~ inspection Fee i 1,078.80 ~ 197.78 : 806. Mcdqace Aco~ication Fee i '; 807, Tax Lien Examination ,Cee to PHH Mortgage Services i 85.00 808. U~den,'vri[in~ Fee to PHH Mortgage Services (P.O.C.) 150.00 Buyer! 160.00 809. F;ooo Certificadcn Fee to PHH Mortgage Services I 19.50 810. Processinq Fee to Patriot Federal Credit Union i 50.00 Mortq~qe Insurance Premium for 81~. i 900. ITEMS REQUIRED BY LENDER TO BE PAiD IN ADVANCE 90!. Interest From 10131/2003 to 11/01/2003 @S 10.8373 ,'day 1 Days ~02 to 903. Hazard insurance Premium for I Year to Horace Mann Insurance (P.O.C.) 271.00 Buyer i 1000. RESERVES DEPOSITED WITH LENDER FOR lO01. Hazard !nsurance 2 mo. © $ 22.58/mo 1002. Mortqa~e Insurance mo, @ $ /mo 1003, City Proce~y Taxes mo. @ $ /mo 1004. County Properly Taxes 9 mo, @ $ 29.28/mo ! 263.52 I 1005. School Taxes 5 mo. ~ $ 58.74 ,'mo I 293.70 1009. A~Rreqa e Analvss Adiustment to Patriot Federal Credit Union I -209,77 I 1100. TITLE CHARGES 1101. Settlement or cJosinq fee 1102. Abstract or ~itle search 1103. Title examination 1104. Title insurance binder 1105. Document Preparation 1106. Nctan/Fees to Robin M. Mull 5.0( 10.00 1107. Attorney's fees to Hamilton C. Davis~ Esq. P.O.C. (includes above items No: Deed Preparation ) t 1108. T~[le Insurance tO Franklin Real Estate Services 798.75 (includes above items No: ) 1109, Lender's Polic'¢ 71.920.00 - 1110. Owner's Policy 89~900.00 - 798.75 1111. End 100, End 300, End 900 1o Franklin Real Estate Serv and Abstracting I 150.00 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordinq Fees Deed $ 38.50 ; Mort,qaqe $ 64.50 ; Release $ 1202. City/County taxJstam~s Deed $899.00 ; Modqaqe $ 1203, State Tax/stamps Deed $899.00 ; Mod.qage $ 1204. 1205. 899.00 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Su~ey 1302. Pest Inspection to Interstate Termite & Pest Control ! 371.00 1303. 2003 School Tax to Lisa L. Helm I 704.85 1304. Final Borouqh BilI to Borough of Shippensburg 1305. 1306. 1307. 1308. 1400. TOTAL SE'i'fLEMENT CHARGES (enter on lines t03, Section J and 502, Section K) HUD CERT[FICA'/'JON OF I~MYER AND SELLER 87,6! 3,955.281 7,461.54 I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all racelpt~ and disbursements made on my account or by r in this transaction. I further certify that I have received a copy of the HUD.! Settlement StetemenL /,,,;" ,,? ~ ? .... ~ ,, ,,.--- ORRSTOWN BANK JUN TO: Law Offices of Zullinger-Davis 20 East Burd Street Suite 6 PO Box 40 Shippensburg, PA 17257 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Ralph E Straley. DECEASED DATE OF DEATH: February 27, 2003 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT 103003585 Ralph E Straley DATE OPENED 10/7/02 DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 2,314.20 .21 SAVINGS ACCOUNT ACCOUNT NO. TITLE OF ACCOUNT 738875 Ralph E Straley DATE OPENED 1/20/90 DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 2,573.64 3.07 (3) CERTIFICATES OF DEPOSIT ACCOUNT NO. 30041517 30046784 5030065724 5O3O068284 TITLE OF ACCOUNT Ralph E Straley Burial Fund Ralph E Straley Burial Fund Ralph E Straley Irrevocable Burial Fund Ralph E Straley DATE OPENED 4/7/89 10/16/91 1/10/00 8/23/01 DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 1,346.26 3.22 3,809.50 3.74 2,332.81 5.43 2,682.76 2.07 Date: 6/11/03 By: Timothea Customer Service Operator P.O. BOX 250 ~ SHIPPENSBURG, PA 17257 * TEL. f717~ 532-8114 allfirst' A Division of M&T Bank JUN 1 2, 2003 June 9,2003 Law Offices of Zullinger-Davis 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 Estate of Ralph E. Straley Date of Death: February 27, 2003 Social Security Number: 179-07-1038 Dear Mr. Davis: 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. .........i ............ 0097540110 Ownership (Names of) ..............Ralph E. Straley Opening Date ........................... 01 / 28/80 Balance on Date of DeatE ......... $1,601.83 Accrued Interest $ 0.24 Total. ...................................... $1,602.07 Account Type ........................... Home Equity Line of Credit Account Number. ...................... 162395280001 Ownership (Names of) ..............Ralph E. Straley Opening Date ........................... 12/03/93 Line of Credit ........................... $25,000.00 Balance on Date of Deatk ......... $0.00 · Page 2 June 9,2003 Account Type ........................... Revolving Unsecured Line of Credit Account Number. ...................... 179518410001 Ownership (Names oj') .............. Ralph E. Straley Opening Date ........................... 08/10/98 Line of Credit ........................... $1,500.00 Balance on Date of Death. ......... $0.00 Account Type ........................... Certificate of Deposit Account Number. ...................... 80000001982337 Ownership (Names oj') .............. Ralph E. Straley Opening Date ........................... 03/03/00 {account closed 04/24/03) Balance on Date of Deatlz ......... $3,362.19 Accrued Interest $ 37.83 To~al. ...................................... $3,400.02 ' 5. Account Type ........................... Safe Deposit Box Account Number. ...................... 1000571100007702 Ownership (Names oj') .............. Ralph E. Straley Opening Date ........................... 1/13/98 This letter does not include any accounts in which the deceased may have been listed as power of attorney, custoddan of uniform transfers, representative payee, or umstee under a written trust agreement. For any additional information on these accounts, please contact our branch at: 28 Walnut Bottom Road Shippensburg, PA 17257 Phone: (717) 532-2414 Sincerely, Chaxlcn¢ Wa_trenton, Assodate I (302) 934-2722 Dale No. Funeral of March 7, 2003 Ralph E. Straley (A) Services, including merchandise ....... (B) Cash Advanced. We have advanced the following funds for your convenience Mrs. Ann E. McCrea 9242 Possum Hollow Road Shippensburg, PA 17257 Personal, Staff and Professional Services Funeral Home Facilities and Equipment Automobile Equipment Casket Interment Receptacle Monument Engraving $3,800.00 $3,250.00 $1,015.00 $ 100.00 Total 'A' Clergy Honorarium Certified copies Flowers Bugler $ $ $ $ 175.00 30.00 63.60 15.00 $8,165.00 (C) Additio,al Items, ordered later ....... Total 'B' $ 283.60 *$450.00 $100.00 F4 to be to be paid by paid by Federal VA Cumberland County VA Due April 7, 2003 Total 'C' Complete Total Amount Paid Balance $8,448.60 *$ 550.00 $7,898.60 LAST WILL AND TESTAMENT I, Ralph E. S~raley, of the Borough of Shippensburg, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any Will or Codicil previously made by me. ITEM I: I direct that all my just debts (except as may be barred by a Statute of Limitations) and my funeral expenses (including my gravemarker and expenses of my last illness) shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I bequeath those articles of my household furniture and furnishings 'and those articles of my personal effects and personal property as set forth in a separate memorandum (which is signed by me, dated and makes specific reference to this Will and memorandum, which I shall place with my Will or deposit with my attorney), to the persons therein designated. ITEM III: I give and bequeath all my tangible personal property, including but not limited to, any and all automobiles and other motor vehicles, household goods and furniture and furnishings, china, silverware, jewelry, ornaments, works of art, books, pictures, wearing apparel and personal effects, but excluding cash on hand and tangible evidences of intangible personal property and not including any of such items specifically insurance thereon to practicable. ITEM IV: bequeathed pursuant to ITEM II applicable thereto my children, in , together with any policies of including any prepaid premiums as nearly equal shares as is I devise and bequeath the residue of my estate of eVery nature and wherever situate in equal shares to such of my children, Ann E. McCrae, Edward J. Straley and Mary M. Cox, as shall survive me by thirty (30) days. ITEM V: Should any of my children, Ann E. McCrae, Edward J. Straley, or Mary M. Cox, predecease me or die on or before the thirtieth day following my death but-leaving descendants who so survive me, su'ch descendants shall receive, per stirpes, the share that such predeceased child would have received had he or she so survived me. ITEM VI: If any property passes outright (either under this Will or otherwise) to a minor (which shall be defined as anyone under twenty-one (21) years of age) and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, I decline to appoint a guardian but instead authorize my Executor to distribute such property to a Custodian selected by my Executor (and my Executor may act as such Custodian) as Custodian for the minor under the Pennsylvania Uniform Transfers to Minors Act. Provided, however, that this 2 appointment shall no~ supersede the right of any fiduciary to distribute a share where possible to the minor or to another for the minor's benefit. ITEM VII: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM VIII:I appoint Ann E. McCrae, Edward J. Straley and Mary M. Cox, co-Executors of this my Last Will. ITEM IX: My individual fiduciary shall be entitled to reasonable compensation for his or her services rendered from time to time and/or to reimbursement of out of pocket expenses. ITEM X: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and Testament, written on five (5 sheets of paper, dated this I~© day of ~'! t ';'~' ~:.~-I , 2000. iph E St raljey (SEAL) The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature or initials of the Testator, was on. the day and date thereof signed, published and declared by the Testator therein named, as and for Last Will, in the presence of- us, who, at his request, in presence, and in the presence of each other have subscribed our names as witnesses hereto. ---~.- residing at Newville, Pa residing at COMMONWEALTH OF PENNSYLVA_XIIA : : ss. COUNTY OF CUMBERLAND : I, Ralph E. Straley, the Testator whose name is signed ~o 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 that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by Ralph E. Straley , the Testator, this I~~ day of ., , ooo. Ralph/E. Straley iJ COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : We, Hamilton C. Davis and -~0J~_ ~. ~[~_ ~'"~U~ , 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 the Testator sign and execute the instrument as his Last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and under no constrain~ or undue influence. / / ' --E / /' worn or before me by Hamilton C. Davis and ~~.~~ , witnesses, this jq~ day of O ~ , 2000. PERSONAL PROPERTY MEMORA~-DUHTO ACCOMP~%'y WILL OF Ralph E. Straley As provided in ITEM Ii of my Will, I hereby designate that the following listed property shall go to the persons whose names are designated hereon. ITEM Large China Closet, Piano, & Chest of Silverware Straley Chest & Sideboard 7pc Dining Room Table & chairs, sewing machine & small closet ' ~ Mary NAME Ann Edward china Divide all things among you children & grandchildren such as dishes, chairs, 5 pieces of Raymond Smith furniture, mirrors, cedar chests, new bed & mattress, Jewelry, bed linen, books and pictures. , RalPh E. Strale~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVIS/ON DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HAHILTON C DAVIS ZULLINGER DAVIS PO 80X qO SHIPPENSBURG PA 17257, DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 01-19-ZO0q STRALEY OZ-OZ-ZO0$ 21 05-0268 CUHBERLAND 101 Amount Ree:i ttad REV-1S¢? EX AFP C01-05) RALPH E HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF NTLLS CUHBERLAND CO COURT HOUSE CARLTSLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS =~ REV-Z547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONA~CE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF STRALEY RALPH E FILE NO. 21 03-0268 ACN 101 DATE 01-19-ZOOR TAX RETURN NAS: (X) ACCEPTED AS FILED { ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVEKS£ APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) ($) q. Mortgages/Notes Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E} 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 89~,900.00 5~,706.51 · OjO · OjO 25,, 061.6j6 · olo 17 ,, 587.6il NOTE: To insure proper credit to your account, subeit the upper port/on of this form with your tax payeent. 156,255.58 ZZ,858.R9 $,o$6.5l (11) 2_; .B95. I}0 (la) 110,$60.58 15. 1~. NOTE: CharLtable/Governeentel Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00 Net Value of Estate Subject to Tax (1fi) 110,$60.58 ASSESSHENT OF TAX: 1.6. Aeount of L/ne lq at Spousal rate 16. Aeount of Line 1~ taxable at Lineal/Class A rate 17. Aeount of Line lq at Sibling rata 18. Aeount of Line lfi ~axable at Colla:teral/C1ass B rate 19. Princ/ TAX CREDITS PAYMENT DATE 11-25-2005 Zf an assessment was issued previously, 11nas 14, 15 and/or 16, 17, 18 and 19 will reflect figures that lnclude the total of ALL returns assessed;to date. Tax Due RECEIPT NUNBER CD003283 D~$COUNT INTEREST/PEN PAID (-) (15) .00 X O0 = .00 (16) 1Z0,$60.58 x 0~5= R,966.25 (17) .00 x lZ = .00 (18) .00 X ,15 = .00 .0O AMOUNT PAZD (19)= q,966 BALANCE OF UNPATD TNTEREST/PENALTY AS OF ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 11-26-2005 q.,966.25 ~,966.2S TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 15.65 15.65 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~ A REFUND· SEE REVERSE STDE OF THIS FORM FOR INSTRUCT]:ONS. ?, BUREAU OF ZNDTVZDUAL TAXES TNHERTTANCE TAX DTV/STON DEPT. 180601 HARRZSBURG, PA 1711B-0601 HAHILTON C DAVIS ZULLINGER DAVZS PO BOX 40 SHIPPENSBURG CONHON#EALTH OF PENNSYLVANZA DEnARTHENT OF REVENUE ZNHERZTANCE TAX RECORD ADJUSTHENT ' ~ DATE 02-06-2004 ;:~ ~i~i ~ ESTATE OF STRALEY DATE OF DEATH 02-27-2005 FZLE NUNBER 21 05-0268 FEB 13 P3:32 COUNTY CUHBERLAND ACN 101 Amoun~ Remi'~'~ed REV-1695 EX AFP COl-OS) RALPH E HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF WZLLS CUHBERLAND CO COURT HOUSE CARLZSLE, PA 17015 NOTE: To Ansura proper cradi~ ~:o your account, submA~c ~ha upper por~Aon of ~chis form wASh your ~:ax payment. CUT ALONG THZS LZNE ~ RETAZN LO#ER PORTZON FOR YOUR RECORDS ~ REV-1593 EX AFP (01-03) NN ZNHERZTANCE TAX RECORD ADJUSTHENT ~ ESTATE OF STRALEY RALPH E FZLE NO. 21 03-0268 ACN 101 DATE 02-06-2004 ADJUSTNENT BASED ON: ADHIN~STRATIVE CORRECTION VALUE OF ESTATE: 1. Real Estate (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) 3. Closely Held S~ock/Par~nershAp ];n~ares~ (Schedule C) (3) ~. Hor~gages/No~as ReceAvabla (Schedule D) (~*) S. Cash/Bank DeposAl:s/MAsc. Personal Proper~cy (Schedule E) (;5) 6. JoAn~ly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expensas/AdmAnAs*ra*Ave Cos*s/ NAscallaneous Expenses (Schedule H) (9) 10. Dab~s/Hor~gege LAabAIA~cAes/LAans (Schedule T) (10) 11. To,al Deduc~Aons 12. Ne'l: Value of Tax Re~urn 13. Chari~able/Governeen~al Bequests; Non-elected 9113 Trusts (Schedule J) 1~. Ne~: Value of Es~a~:e Sub.~ec~ *o Tax TAX: 1;5. Amoun* of LAne lq e* Spouse1 ra*e (1.6) 16. Amoun~ of LAne lfi ~exebla e* LAneal/Class A ra~e (16) 17. Amoun~ of LAne 1~ a~ SAblAng ra~a (17) 18. Aeoun* of LAne 1~ ~axeble at Colla*eral/Cless B ra~e (18) 19. PrincApal Tax Due TAX CREDZTS: I"AYm:N I KI:I,;I:lt" I UI~I~UUN I t · ) DATE NUNBER TNTEREST/PEN PAID (-) 11-25-2005 CD003283 .00 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. 89/900.00 5/706.31 .00 .00 25~061.66 .00 17/587.61 (8) 136,255.58 22,858.49 3,036.51 (11) 25/895.00 (1~) 110/360.58 (13) .00 (1~) 110/$60.58 .OOx O0 = .00 110/$60.58x 045= q~966.25 .OOX 12 = .00 .OOx 15 = .00 (193 4~966.23 AHOUNT pATD 4,966.23 TOTAL TAX CREDZT I 4,966.2:5 BALANCE OF TAX DUEl .00 ZNTEREST AND PEN. .00 TOTAL DUE . O0 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REI;)UIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR)~ YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS.) PAYMENT: Detach the top portion of this Notice and submit aith your payment made payable to the name and address printed on the reverse side. -- Hake check or money order payable to: REGISTER OF NILLS, AGENT. REFUND (CR): A refund of a tax credit, which wes not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (RE¥-1315). Applications ara available at the Office of the Register of gills, any of the 25 Revenue District Offices or from the Department's Z4-hour ansaering service for forms ordering: 1-800-56Z-gOSO; services for taxpayers with special hearing and / or speaking needs: 1-600-447-30Z0 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau Individual Taxes, ATTN: Post Assessment Review Unit, Oept. ZB060l, Harrisburg, PA 17lZ8-0601, Phone (717) 787-6505. DISCOUNT: PENALTY: INTEREST: If any tax due is paid within throe (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed, 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 end of the tax amnesty period. Interest is charged beginning with first day of delinquency ar nine (9) months and one (1) day free the date of death to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calcuZated at a daily rate of .000164. A11 taxes mhich became daZinquant on and after January 1, 1982 ~ill bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Interest Daily Year Rate Factor The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor 198Z ZOZ .000548 1987 9Z .000Z47 1999 7Z .OOO19Z 1985 16Z .000438 1988-1991 llg .000301 ZOO0 8Z .OOOZX9 1984 llZ .000501 199Z 9Z .000Z47 ZOfll 9Z .000Z47 1985 13Z .000556 1995-1994 7Z .000192 ZOOZ 62 .000164 1986 lex .000274 1995-1998 9Z .000Z47 2005 51 .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must bm catculatad. ~EV-1470 EX (6-88) # o **  INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 FILE NUMBER DECEDENT'S NAME RALPH E STRALEY 2103-0268 ACN REVIEWED BY Dianne McClain 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. The Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax has been adjusted to reflect the Decedent's correct Date of Death as reflected on Certificate of Death. ROW Pa~e 1 RESERVATION: Estates of decedents dying on ar before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life ar for years, the Comaonmealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rata on any such futura interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DZSCBUNT: PENALTY: INTEREST: To fulfiXX the requirements of Sect[on 216`0 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S. Section 916`0). Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed an the reverse side. --Hake check or money order payable to: REGISTER OF ~ILLS, AGENT A refund of · tax credit, mhich ams not requested on the Tax Return, amy be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-I:SI:5). Applications ara available at the Office of the Register of Hills, any of the Z:5 Revenue District Offices, or by calling the special 26`-hour answering service for fores ordering: 1-800-:562-20:50; services for taxpayers with special hearing and ! or speaking needs: 1-800-6`~7-:5020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallomence of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZSIOZ1, Harrisburg, PA 17128-1021, OR --election to have the setter determined et audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 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. If any tax due is paid within three (:5) calendar months after the dacedent's daath~ a five percent (57.) discount of the tax paid is allowed. The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the data of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rata of six (67.) percent per annum calculated at a daily rata of .000166`. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rata which will vary from catandar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO3 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Yea.~r Rata Factor Yea.~r Rate Factor 1982 ZOZ .00056,8 1987 9Z .00026`7 1999 72 .000192 198:5 167. .0006`.%8 1988-1991 117. .000:501 2000 87. .000219 1986` llZ .000301 1992 92 .00026`7 2001 97. .00026`7 1985 I$Z .000356 199:5-1996` 72 .000192 ZOOZ 62 .00016~ 1986 107. .000276` 1995-1998 97. .00026`7 200:5 52 .0001:57 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINI~UENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 DAVIS HAMILTON C P 0 BOX 040 SHIPPENSBURG, PA 17257-0040 RE: Estate of STRALEY RALPH E File Number: 2003-00268 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: 2/02/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STP~ASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge 70'1- I' '" 2 0 p,. I" 1"/ ~uLJ... J-'\l'j Jj'j I~: STATUS REPORT UNDER RULE 6.12 ("I ;:;1k r.c '-'._~, ,I, .,' ODDL','"",. i'\i"I',i\''.;,:; C,., "." '\i,', Name of Decedent: Ralph E. Straley Date of Death: 02/27/2003 Estate No. 2003-00268 Pursuant to Rwe 6.12 of the Supreme Court Orphans' Court RWes, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes -X No_ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to NO.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the partiesininterest? 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: 0 VO I ti-_-1L (i .J -' -- Hamilton C. Davis, Esquire P.O. Box 40 Shippensburg, P A 17257 (717) 532-5713 Capacity: _ Personal Representative XX Counsel for Personal Representative u1