HomeMy WebLinkAbout01-0839
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Will of Daniel E. Horner
PERSOBAL IBFORMATION
I, Daniel E. Horner, a resident of pennsylvania, Allegheney, declare
that this is my will. My Social Security Number is 190-44-9448.
RBVOCATIOB OF PRBVTOUS WILLS
FIRST: I revoke all wills and codicils that I have previously made.
KARITAL STATUS
SECOND: I am married to Mildred C. Telega-Horner.
CHILDREN
THIRD: I have the following child(ren) now living: Matthew C. Horner and
Kyle N. Horner.
FAILURE TO LEAVE PROPBR1:Y
FOURTH: If I do not leave property in this will to one or more of the
children or grandchildren whom I have identified above, my failure to do
so is intentional.
DBFIBITIONS
FIFTH: As used in this will, the term "specific bequest" refers to a
gift of specifically identified property that I leave in this will. The
term "residuary estate" refers to all property subject to this will that
is not passed by specific bequest or that is specifically left to or
becomes a part of my residuary estate when a beneficiary of a specific ,
bequest fails to survive me. The term "residuary bequest" refers to a
gift of all or a portion of my residuary estate.
RESIDUARY BSTATB
SIXTH: I give my residuary estate to Mildred C. Telega-Horner. However,
if Mildred C. Telega-Horner does not survive me, the living children of
Mildred C. Telega-Horner shall take my residuary estate.
BNCUllBRARCES AND LIBBS
SEVENTH: All personal and real property I give in a specific or
residuary bequest shall pass subject to any encumbrances or liens on the
property.
SURVIVORSHIP PERIOD
EIGHTH: When this will states that a beneficiary must survive me for the
purpose of receiving a specific bequest or residuary bequest, he or she
must survive me by 45 days.
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Will of Daniel E. Horner
DIVISIOH OF BEQUESTS
NINTH: Any specific bequest or residuary bequest made in this will to
two or more beneficiaries shall be shared equally among them, unless
unequal shares are specifically indicated.
PERSORAL GUARDIAR
TENTH: If at my death a guardian is needed to care for my minor child or
children, I name Mildred C. Telega as guardian. No bond shall be
required of any personal guardian appointed under this will.
PROPERTY GUARDIAR
ELEVENTH: If at my death, a guardian is needed to care for any property
belonging to my minor child or children, I name Mildred C. Telega-Horner
as property guardian. No bond shall be required of any property
guardian appointed under this will.
PERSORAL REPRBSBRTATIVB
TWELFTH: I name Mildred C. Telega-Horner as my personal representative.
No personal representative shall be required to post bond.
PBRSORAL RBPRESBRTATIVB'S POWERS
THIRTEENTH: I direct my personal representative to take all actions
legally permissible to have the probate of my will done as simply and as
free of court supervision as possible under the laws of the state having
jurisdiction over this will, including filing a petition in the
appropriate court for the independent administration of my estate.
FOURTEENTH: I grant to my personal representative the following powers,
to be exercised as he or she deems to be in the best interests of my
estate:
1) To retain property without liability for loss or depreciation.
2) To dispose of property by public or private sale, or exchange, or
otherwise, and receive and administer the proceeds as a part of my
estate.
3) To vote stock, to exercise any option or privilege to convert
bonds, notes, stocks or other securities belonging to my estate into
other bonds, notes, stocks or other securities, and to exercise all
other rights and privileges of a person owning similar property.
4) To lease any real property in my estate.
5) To abandon, adjust, arbitrate, compromise, sue on or defend and
otherwise deal with and settle claims in favor of or against my estate.
6) To continue or participate in any business which is a part of my
estate, and to incorporate, dissolve or otherwise change the form of
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Will of Daniel E. Borner
organization of the business.
The powers, authority and discretion I grant to my personal
representative are intended to be in addition to the powers, authority
and discretion vested in him or her by operation of law by virtue of his
or her office, and may be exercised as often as is deemed necessary or
advisable, without application to or approval by any court.
PADEn OF DEB'lS
FIFTEENTH: Except for liens and encumbrances placed on property as
security for the repayment of a loan or debt, I instruct my personal
representative to pay all debts and expenses, as provided for by the
laws of Pennsylvania.
PAYME.T OF TAXES
SIXTEENTH: I instruct my personal representative to pay all estate and
inheritance taxes assessed against property in my estate or against my
beneficiaries as provided for by the laws of Pennsylvania.
NO CONTEST PROVISION
SEVENTEENTH: If any beneficiary under this will contests this will or
any of its provisions, any share or interest in my estate given to the
contesting beneficiary under this will is revoked and shall be disposed
of in the same manner as if that contesting beneficiary had failed to
survive me and left no living children.
SIGNATURE
I, Daniel E. Horner, the testator, sign my name to this instrument, this
/(; T/.J day of ~C4'ItI/AIt..Y , 19~, at A-I6tIA./ 1'Iu~ Pd . I
declare that I sign and execute this instrument as my last will, that I
sign it willingly, and that I execute it as my free and voluntary act. I
declare that I am of the age of majority or otherwise legally empowered
to make a will, and under no constraint or undue influence.
-cfl~e~
(Signed)
WITHBSSES
We, the witnesses, sign our names to this instrument, and declare that
the testator willingly signed and executed this instrument as the
testator's last will.
Each of us, in the presence of the testator, and in the presence of each
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Will of Daniel E. Borner
other, sign this will as witness to the testator's signing.
To the best of our knowledge, the testator is of the age of majority or
otherwise legally empowered to make a will, is mentally competent and
under no constraint or undue influence.
We declare under
penalty of perjury that the foregoing is true and
I' rJl. day of /('.#~t/,{JILY ,19~, at
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Witness #1:
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Notarial Seal
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Commonwealth of Pennsylvania
County of: ALL'i:CAJClvCy
I, ])AVICL E. 116~1J('1C... , 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.
Testator. ~r.~
Officer: ~--- ~ti4 IUo.)oll'/ A/:; I'G
AFFIDAVIT
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ber PP.l"l"slll"a11i91l.C;C;'-~;)8tini-' '.'> '''~.~C'''O,
Commonwealth of pennsylvania
County of: ALLE~ 41 c-vcy
and y~ ID!C,"h~d,,-
witnesses whose names are signed to the attached or foregoing
instrument, having been duly qualified according to law, do depose and
say that we were present and saw the testator sign and execute the
instrument as his/her Last Will: that the testator signed willingly and
executed it as his/her 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 that time 18 or more years of age, of
sound mind and under no constraint or undue influence.
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Sworn to or affirmed and subscribed to before me by
tJ/'t'1A rlfA- I/tc~ and ~1rTh'1 Hcu{s,itc L--
witnesses, this 10 day of fCl:mwr-$ ,19~.
,
Witness: Ax--_/C,-- ~j2~L.e_
Witness: ~dy W ~
Officer: ~c~~ ~
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Affidavit - Page 1
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Ift=:t;~. 10. 1996
.. of NotBries
410<.'0< ~~:;r;is to certify that the information here given is correctly copied from an original certificate of death dul~ filed with
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fillOg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
me as
No.
C c...J. 0.. J. ~
Fee for this certificate, $2.00
Local Registrar
JUN 2 5 2001
p
7399950
Date
lev. 1191
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
NAME OF oeCEDENJ' (First. Middle, last)
,. Daniel E
AClE(lM1liI1hdoyJ A 'YEAR
Mo_ Doyo
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ORE OF DER'H (Monlh. o.y, "'*1
June 12, 2001
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NAME AND ADDRESS OF PEASON WHOCOMPlETED CAUSE OF DERH
Olom27)TypoorP,,", Michael L. Norris, Coroner
6375 Basehore Road, Suite #1
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ORE FtlED (Month, Day, ..,.,)
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SAIDIS
SHUFF, FLOWER
& LINDSAY
A11'ORNEYSoAToLAW
26 W. High Street
Carlisle, P A
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ESTATE OF DANIEL E. HORNER,
DECEASED
TO: REGISTER OF WILLS FOR THE
COUNTY OF CUMBERLAND AND
THE COMMONWEALTH OF
PENNSYLVANIA Q
NO'07/-()/-()8'~ I
SOCIAL SECURITY NUMBER:
190-44-9448
PETITION FOR GRANT OF
LETTERS OF ADMINISTRATON
011!-~
The Petition of the undersigned, JAMES D. FLOWER, JR., respectfully
represents that:
1. Your Petitioner, whose age is well in excess of eighteen (18) years,
applies for Letters of Administration, on the Estate of the above decedent.
2. Decedent was domiciled at death in Cumberland County,
Pennsylvania, with his last family or principal residence located at 39 South East Street,
Carlisle Borough, Cumberland County, Pennsylvania.
3. Decedent then 47 years of age died June 12, 2001, at his home at
39 South East Street, Carlisle, Pennsylvania.
4. Decedent at death owned property with estimated values as follows:
A. Real estate located at 39 South East Street, Carlisle,
Pennsylvania, with a net fair market value of $29,000.00 (the fair market value of
$72,000.00 is subject to claims from the Estate of Shirley O. Horner, Decedent's Mother,
from which Estate this property was transferred prior to the closing of said Estate, and to
a mortgage with a present principal balance in the amount of approximately $43,000.00).
B. Personal property in Cumberland County in the approximate
amount of $500.00.
SAlOIS
SHUFF, FLOWER
& LINDSAY
A1TORNEYSoAToLAW
26 W. High Street
Carlisle, PA
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5. Attached hereto as Exhibit "A", is a document believed by the
undersigned to be the Last Will and Testament of DANIEL E. HORNER, Deceased. Said
Last Will and Testament gives Decedent's entire Estate to Mildred C. Talega-Horner, but
provides that if she does not survive him, the entire estate should go to the living children
of Mildred C. Talega-Horner. The Will further notes that he has living children, Matthew
C. Horner and Kyle N. Horner, but does not make them alternative beneficiaries.
6. Mildred C. Talega-Horner is now divorced from Decedent and,
consequently, may not inherit as a beneficiary under Decedent's Will in accordance with
Pennsylvania law. Mildred C. Talega-Horner has also advised the undersigned that she
has no living children.
7. Mildred C. Talega-Horner has been in touch with the undersigned
and has requested that he apply to the Court to serve as Administrator of Decedent's
Estate, and will work actively with the undersigned to ensure that Decedent's Estate is
properly administered and the personal property of Decedent and Decedent's sons is
appropriately identified.
8. Decedent having failed to leave his estate to qualifying beneficiaries
in his Will, the undersigned believes that the administration of his Estate must be
governed by the Intestate Laws of the Commonwealth of Pennsylvania.
9. Petitioner, after a proper search, has ascertained that Decedent is
survived by no living wife, and that his intestate heirs are his two living children, Matthew
C. Horner, of 902 Canterbury Drive, Moon Township, Pennsylvania 15108, and Kyle
Nathan Horner, of Manheim High School H-J, Unit 09939, APO DE09086, located in
Germany.
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10. Mildred C. Talega-Horner, who had been named as personal
representative in Decedent's Will is not qualified to serve as such, having been divorced
from Decedent. Kyle Nathan Horner, Decedent's son, is a minor, age 17 years, and
resides in Germany, and is, consequently, not qualified to administer this Estate.
11. Matthew C. Horner, Decedent's son, is entirely disabled as a result
of spastic quadripelegic cerebral palsy. Attached hereto as Exhibit "B" is a Final Order of
Court of the Court of Common Pleas of Allegheny County, Pennsylvania, entered
October 14, 1997. In said Order, the Court determined that Matthew C. Horner was
totally incapacitated and appointed Daniel Horner or Mildred C. Talega-Horner as Plenary
Permanent Guardians of the Estate of Matthew C. Horner. Upon the death of Decedent,
Mildred C. Talega-Horner became the sole Plenary Permanent Guardian of the Estate of
Matthew C. Horner, and continues to serve as such and to care for him at her home.
Matthew C. Horner is, consequently, not available to administer this Estate.
12. The undersigned is advised and believes that the aforesaid children
of Decedent are the sole intestate heirs of his Estate and undertakes the responsibilities
sought herein at the request and with the assistance of Mildred C. Talega-Horner, the
Court Appointed Guardian of one of the sons, and the designated personal
representative (although disqualified by divorce) of Decedent's Will.
SAlOIS 13. In accordance with the Pennsylvania Decedents, Estates and
SHUFF, FLOWER
& LINDSAY Fiduciaries Code, 20 P.S. S3155(b)(5), the undersigned applies for Letters of
ATI'ORNEYSoAToLAW
26 W. High Street
Carlisle, P A
Administration of Decedent's Estate. The undersigned does so in the belief that
Decedent had no surviving spouse, that no one is entitled to the residuary estate under
SAlOIS
SHUFF, FLOWER
& LINDSAY
ATrORNEYSoAToLAW
26 W. High Street
Carlisle, P A
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the Will, that no intestate beneficiary qualifies to administer the Estate, and that the
creditors of Decedent at the time of his death have not petitioned to serve as
administrator of this Estate.
WHEREFORE, Petition respectfully requests the grant of Letters of
Administration in the appropriate form to the undersigned.
SAlOIS
SHUFF, FLOWER
& LINDSAY
ATIORNEYSoAToLAW
26 W. High Street
Carlisle, PA
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: ss.
COUNTY OF CUMBERLAND )
The Petitioner above-named swears or affirms that the statements in the
foregoing Petition are true and correct to the best of the knowledge and belief of
Petitioner and that as personal representative of the above decedent Petitioner will well
and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this ..30 TIT day of
,2001.
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GRANT OF LETTERS OF ADMINISTRATION
ESTATE OF DANIEL E. HORNER,
DECEASED.
AND NOW,
5l2Pr. II
NO.
, 2001, in consideration of
the Petition filed herein, satisfactory proof having been presented before me, IT IS
DECREE that JAMES D. FLOWER, JR. is entitled to Letters of Administration, and in
accord with such finding, Letters of Administration are hereby granted to JAMES D.
FLOWER, JR., in the Estate of DANIEL E. HORNER.
FEES:
Letters of Administration
Short Certificates (\3 )
ReIIUlllvi~CfJ
$ (/70, CO
$ Cf ~ 00
$
$ .5,00
$1+~D
TOTAL
SAlOIS Filed
SHUFF, FLOWER
& LINDSAY
AlTORNEVSoAToLAW
26 W. High Street
Carlisle. P A
James D. Flower, Jr., Esquire #27742
Said is, Shuff, Flower & Lindsay
26 West High Street
Carlisle, PA 17013
(717) 243-6222
,2001
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PERSONAL INFORHATION
I, Daniel E. Horner, a resident of Pennsylvania, Allegheney, declare
that this is lrry will. My Social Security Number is 190-44-9448.
REVOCATION OF PREVIOUS WILLS
FIRST: I revoke all wills and codicils that I have previously made.
MARITAL STATUS
SECOND: I am married to Mildred C. Telega-Horner.
CHILDREN
THIRD: I have the following child(ren) now living: Matthew C. Horner and
Kyle N. Horner.
FAILURE TO LEAVE PROPERTY
FOURTH: If I do not leave property in this will to one or more of the
children or grandchildren whom I have identified above, my failure to do
so is intentional.
DEFINITIONS
FIFTH: As used in this will, the term "specific bequest" refers to a
gift of specifically identified property that I leave in this will. The
term "residuary estate" refers to all property subject to this will that
is not passed by specific bequest or that is specifically left to or
becomes a part of my residuary estate when a beneficiary of a specific.
bequest fails to survive me. The term "residuary bequest" refers to a
gift of all or a portion of my residuary estate.
RESIDUARY ESTATE
SIXTH: I give my residuary estate to Mildred C. Telega-Horner. However,
if Mildred C. Telega-Borner does not survive me, the living children of
Mildred C. Telega-Borner shall take my residuary estate.
EHCtTHBRAHCES ABD L tENS
SEVENTH: All personal and real property I give in a specific or
residuary bequest shall pass subject to any encumbrances or liens on the
property.
SURVIVORSHIP PERIOD
EIGHTH: When this will states that a beneficiary must survive me for the
purpose of receiving a specific bequest or residuary bequest, he or she
must survive me by 45 days.
111/1
P~ge 1
Initials: as
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Date:
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8~606S~~!v
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Will. o:f Dan1.eJ. E. Harner
"~
DIVISION OF BEQUESTS
NINTH: Any specific bequest or residuary bequest made in this will to
two or more beneficiaries shall be shared equally among them, unless
unequal shares are specifically indicated.
PERSONAL GUARDIAN
TENTH: rf at my death a guardian is needed to care for my minor child or
children, 1 name Mildred c. Telega as guardian. No bond shall be
required of any personal guardian appointed under this will.
PROPERTY GUARDIAN
ELEVENTH: If at my death, a guardian is needed to care for any property
belonging to my minor child or children, I name Mildred C. Telega-Horner
as property guardian. No bond shall be required of any property
guardian appointed under this will.
PERSOHAL REPRESENTATIVE
TWELFTH: I name Mildred C. Telega-Horner as my personal representative.
No personal representative shall be required to post bond.
PERSOHAL REPRESENTATIVE'S POWERS
THIRTEENTH: I direct my personal representative to take all actions
legally permissible to have the probate of my will done as simply and as
free of court supervision as possible under the laws of the state having
jurisdiction over this will, including filing a petition in ,the
appropriate court for the independent administration of my estate.
FOURTEENTH: I grant to my personal representative the following powers,
to be exercised as he or she deems to be in the best interests of my
estate:
1) To retain property without liability for loss or depreciation.
2} To dispose of property by public or private sale, or exchange, or
otherwise, and receive and administer the proceeds as a part of my
estate.
3) To vote stock, to exercise any option or privilege to convert
bonds, notes, stocks or other securities belonging to my estate into
other bonds, notes, stocks or other securities, and to exercise all
other rights and privileges of a person owning similar property.
4) To lease any real property in my estate.
5) To abandon, adjust, arbitrate, compromise, sue on or defend and
otherwise deal with and settle claims in favor of or against my estate.
6) TO continue or participate in any business which is a part of my
estate, and to incorporate, dissolve or otherwise change the form of
Page 2
Inidals: 4.c1 pcP
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Date: /C 1St- 9 ~
S.d
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Hi11 of Daniel E. Horner
organization of the business.
The powers, authority and discretion I grant to my personal
representative are intended to be in addition to the powers, authority
and discretion vested in him or her by operation of law by virtue of his
or her office, and may be exercised as often as is deemed necessary or
advisable, without application to or approval by any court.
PAYMENT OF DEBTS
FIFTEENTH: Except for liens and encumbrances placed on property as
security for the repayment of a loan or debt, I instruct my personal
representative to pay all debts and expenses, as provided for by the
laws of pennsylvania.
PA'UIElrl OF' TAXES
SIXTEENTH: I instruct my personal representative to pay all estate and
inheritance taxes assessed against property in my estate or against my
beneficiaries as provided for by the laws of pennsylvania.
NO CONTEST PROVISION
SEVENTEENTH: It- any beneficiary under this will contests this will or
any of its prov~s~ons, any share or interest in my estate given to the
contesting beneficiary under this will is revoked and shall be disposed
of in the same manner as if that contesting beneficiary had failed to
survive me and left no living children.
SIGNATURE
I, Daniel E. Horner, the testator, sign my name to this instrument, this
. Ie T/.,} day of FC~~t/AI't./ , 19~, at .A/l1tHI rtvp, P,g 1
,
declare that I sign and execute this instrument as my last will, that I
sign it willingly, and that I execute it as my free and voluntary act. I
declare that I am of the age of majority or otherwise legally empowered
to make a will, and under no constraint or undue influence.
dJa-:./e~
(Signed)
WI'l'NBSSES
We, the witnesses, sign our names to this instrument, and declare that
the testator willingly signed and executed this instrument as the
testator's 1ast will.
Each of us, in the presence of the testator, and in the presence of each
page 3
Initials: .6?t ..61
I3dJ
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/11 IN
Date: /t: &.-L 9?
S.d
826069221tr
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~
ACKNOWLBDGHBR~
Commonwealth of Pennsylvania
County of: A'-Lf:CI./C/VCy
I, 7>,4VIl:L e. 116A.IJC~ , 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_
L/r~
Testator:
Officer: 91IP--- ~\a.tl~..,i J(J.r.j{)~,./ ~~ j. L.-'
"'1 I
AFFIDAVIT
--~
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flTtt'\~r. f.)t""i"':'i!,;" ~...-::...~...~~ .'\'~'"=.-:, .":'-'11 ~.:-, ~ '. ", -' :.-~
Commonwealth of pennsylvania
County of: /jUE€iJCiVCY
We, P/'..L--.-L .I-~
I
and ~~ ;r/l7\h,.~.!.-/---
witnesses whose names are signed to the attached or foregoing
instrument, having been duly qualified according to law, do depose and
say that we were present and saw the testator sign and execute the
instrument as his/her Last Will; that the testator signed willingly and
executed it as his/her 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 that time 18 or more years of age, of
sound mind and under no constraint or undue influence.
, the
sworn to or affirmed
{],\Pl-I r(G- IAt' ,~.!
witnesses, this (0
-; /
Witness: A~{'-- U----.::._L-e-
Witness: ~d:.y '/'/ 7J'~t---
Officer: CYu.a~-~t ~~
and subscribed to before me by
and A1;-r /. <'1/ J1tl t( ~ h (' l-
- t. ( t:?
day of rC'ICJ(r,U~r-~ , 19 {k -
,
Jlh l(l~." R [,l~.
I
NctariaI Seal
...t.tOlIIoc91.~
Ui~~ 10.1996
. Asaxialion of NoIr.Jri;ill
Affidavi.t - Page 1
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IN 'l'lm COUR'j: ., COnrl0N' PI"EASE OF hl,I,[:'::'HENY COUN'ry,' PENNSYLVANIA
O.lU'!Il\NS' COUR'l' DIVISIONS
IN RE:
)
)
) NO," 4?00 of 1~91 .
.) '";":_;<;'",,,,,"~'.:;.":,.,:L,: ,;. '.;;.....,....... '
) FINAL ORDER OF COURT
) APPOIN'l'IUG PLENARY GUARDIANS
I1~ t t.~ :'Horn ~..:.:;.L~.:_:._'.:...-
an all~ged 1;:H.:~\pacit:ated
~)erson
.
','c.. II.
., '. ',..1:......
Fil(~:l on behalf of Petitioner:
DANIEL HORNER
Counsel of R~cord for this
Party:
::.~. L."
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Mlca~EL A. CARR, ESQUIRE
PA 1.0. #34335
RAPH!>.ET." RAMSDEN & BEHERS, P.C.
;' , :. ;. ~ :
1200 Frick Building
437 Grant' street'
Pittsburgh, PA 15219
! ; " ~
~. -; :;. ,. - ~..: :" ~ . .\ ',..
(41~.) ,471-882~
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Firm N~). '313
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COURT OF COMMON PLEASE OF ALLEGHENY COUNTY, PENNSYLVANIA
. ORPHANS' COURT DIVISIONS
, Matthew Horner
.Ian all,g4ad incapacitated
~:person
)
)
) NO. 4700 of 1997
)
)
)
'.
~ ~~" . ,~
. " FIN"~ ,ORDER OF COURT APPOINTING PLENARY GUARDIANS
9
AN; NOW, this ~ day of October, 1997, a hearing in this
case 'having been held on October 14. 1997' , and it appearing to
the Court that
Matthew Horner
was served with a Citation
and' Notice 'of this hearing on
Septernb~r'12. 1997
, and the
, , ,
Court:" findsj't11at the physical or mental conditions of Matthew
:;:":I..j~\:,~",:!;~.;: ~:~i~ ~'~~ -;" . "'. ,"
Horner" ,,', ' would be harmed by his/her presence at the hearing,
, ,:, ~;; I.:':;' ~ ! \" ,;. . : ~', '" . .
and"further'~finds from the testimony:
t. "
.~ ~ ,:,).~; 'J.~~' ~(:~ ..' . ,["
i,1 ';;;1. ", That Matthew' Horner
f".' ~
suffers from spastic
cerebral palsy, a condition or disability which
totally impairs his capacity to receive and evaluate information
: "'. . ".' ~ ~ ::'( ; ':i .
effect~vely and to make and communicate decisions concerning
v,'';''" , ; " '
his/her management of financial ,. affairs or to meet essential
requirements for his physical health and safety.
2. That there are insufficient supports available to assist
, ..: Matthew Horner
in such decisions' and that there exists no
other less restrictive alternative mechanism for decision making,
, 3. "/ 'Th~t b~sed on the total' incapat::i ty of 'Matthew Horner
" ? ;'.
to 'recedve and evaluate information' i and ..~to make or' communicate
"
i': j'\,.'"',.:~"~hi~' :.:<. .
. decisions, a plenary Guardian of the Person and a plenary Guardian
"
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. ''''~'''(O,..!. 'I
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,.Estate are required on a permanent basis .
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OW, THEREFORE, based on the clear. and convincing evidence
f.. '; ',:,' ',: . , '," ~" . . .
,OFtin9 1:he foregoing findings it is ORDERED, ADJUDGED and
.;,t~i-;~:.::r:L'} ~~:.:."C. ;\. ;}~,.~ ~,~.' " i
'R.:E~D that Daniel Horner or Mildred C.' Teleaa Horner be and aFe
.., '..." \ \ j ~ ';,.';:-1.... ' . ..
er~py. appoint~c1 Plenary Permanent Guardians of the Pers9n of
,ft.:.,: ' I....' ".' '..', ',.
Daniel Horner ,.OJ:. Mil~red C. Telega Horner be
Plenary Permanent ~uardians of the Estate
.'
'\. ~
If there is a safe deposit box in the name of the
. i.,; .
. I:'
,-.,1; ,
. - '-, -... .
. incapacitated person alone or in the name of the incapacitated
person and another or others, said safe deposit box shall not be
entered by the guardians except in the presence of a representative
of the financial institution where the box is located or in the
presence of a representative of the Orphans' Court. 'p~ Vision.~ ': The
. . -._....1"'... -'_".." ......... ",.."..... ~.'c.., .
representative present at the time of entry shall make orcause:~o
be 'made a record of the incapacitated person's property, 'and said
record shall be filed with the Clerk of the Orphans' Court
Division.
None of the incapacitated person's property may be
removed until after the aforesaid inventory is completed.
The representative shall be reimbursed fOl; all expenses
'" ':"'\l"\.t .
,
incurred payable from the estate of the incapacitated person.
by each Guardian shall be filed within 90 days
thereafter.
and annually
..
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Bond in the ,amount of -0-
shall be presented for
"oval by the Gua~dian;, of ~he Estate within five days.
;
Matthew Horner
;an ~ncapacitated person, has the
:ight to appeal this Order of Court by filing exceptions within t~n
i~~.;,
;~ays of this date or to petition this Court for a review hearing to
~~::'.'r.' /,
,',' modify or terminate the guardianship' herein' established.
.,{. ' .
.'
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If
Matthew Horner was not present at this hearing on appointment of a
lr:\
),." ~
guardian, then petitioner shall serve upon and read to Matthew
.
. Horner
the statement of Rights, a copy of which is attached to
this Order as Exhibit "A" and file proof of such service with this
Court within ten days.
PER CURIAM:
J .'
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J~~\ ,lIN ORDER HAS BEEN 'ENTERED WHEREBY YOU !\AVE. BEEN ADJUDICATED lIN
If'" ,.","" , .., ~" .\ , , ..' ".
:::'.>::'IJI~ACITATED'iPtRSON lIND UNABLE TO cARll FOR YOllRSELF lIND/OR MANAGE
. :::('i.\f,,'1Y::i . ~ ' . .
.f'r 'YOUR :PERSON~AFFAIRS. YOU !\AVE THE RIGHT TO FILE EXCEPTIONS TO
~":;>.:' .,.... ' ',,:
. THE COURT'S DECISION WITHIN TEN (10).,1 DAYS OF' THE DATE OF THE
". ,,' ,v
\ \ '
'...
1 .
.. "
.' COURT'S ORDER. IF 'lOll FAIL TO FILE EXCEPTIONI;l,' THE ORDER WILL
(' },)~
. :... ... . BECOME 'FINAL. IN THE EVEJlT THAT YOU FILE EXCEPT~NS lIND THEY ARE
',(.,~:;t,:' ", ,~;_:"" i:d.';:;(';'~:'~:;.. " e:}: :.~'b~,.
!II, ~ "': ". ....., ': DBNIED. . YOU !\AVE A RIGHT 'iTO' FILE lIN APPEAL TO THE, SUPERIOR COURT
+;"',':;,; \",/:' .
!;f~;:,(.",;":;:;':WITHIN THIRTY (30) DAYS OF THE DATE OF THE DENIAL OF THE
1":':7it;~~:;;':";ft~;:;;l,.' ,;,
'YH;:;~:,,:d':'EXqEPTIONS ·
'''~:~i <:~tt~~.;:~~.~, ~./ t...:~f;r~ "
,~l~]fGfirIN ADDI~ON. YOu MAY PETITION TH~,,~OUR~:~T.AN'! FUTlJRETIME TO
.,...... "" ..'
.i~:.,",'..J:'MODIFY OR TO TERMINATE THE GUARDIlINSHIP IFTHElUI IS A CHANGE IN
:.ji"'{: ,,:,,:,. . ,.,." " . . .h. '..,
., yoya CAPACITY OR IF YOUR GUAR!lIlIN FAILS ,TO PERFORMHIS/HER~~I~i.,:'
IN ACCORDlINCE WITH THE COURT'S ORDER;' ' .'... " VI"
,-
IF YOU WISH TO APPEAL THE ORDER OR TO ,PETITION THE COURT TO
~ .,< I
MODIFY OR TERMINATE THE GUARDIlINSHIP. YOU ARE ENTITLED TO BE
lUIPRESENTED BY,lIN ATTORNEY. IF YOu 00 NOT. !\AVE lIN ATTORNEY. THE
, .,.' '.;, (;,",,,,: ' " '.
'COURT MAY APPOINT ONE TO lUIPRESENT::YOU.::,.:'IF,.:YOU CANNOT AFFORD lIN
-.FOR YOU WILL BE PROVIDED AT NO COST TO YOU.
THE SERVICES OF lIN ATTORNEY WHOM THE COURT MAY APpoINT
'~':' t.~;>' 'j 'f,
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EXHIBIT "'1\'"
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, , " . I ~,.,.'~~.l'''I~I'!I::ef~~;'.':..,):~~:;r..~.)~"
Millie Horner
902 Canterbury Drive
Moon Township, PA 15108
July 11, 2001
Re: Registering original Will
of Daniel E. Horner
Regis ter of Wills
Pauline Barkley
Deputy Registrar
One Court House Square
Carlisle, PA 17013
Dear Ms. Barkley,
I spoke with Ralph Wright and he suggested that I send you the original Will of
Daniel E. Horner. Currently, it is very difficult for me to obtain a sitter for Matthew,
Dan's natural son, who resides with me, who is multiple-handicap and requires
24 hour care.
Could you please contact my office at 1-800-982-2248 to verify receiving.
Currently I am investigating obtaining local legal counsel with the following:
Attorney Jim Jones
Attorney Jim Flowers, JR.
As of July 11, 2001, I have not spoken directly with either regarding this matter.
Sincerely,
~~
Millie C. Horner
enclosure: Original Certified
Will of Daniel E. Horner
t:
--
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
DANIEL E. HORNER
Date of Death:
June 12, 2001
Estate No.:
21-01-0839
To the Register:
I certify that notice of the beneficial interest estate administration required by Rule
5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries
of the above-captioned estate on October 8, 2001.
Name
Address
Matthew C. Horner
c/o Mildred C. Talega-Horner, Guardian
902 Canterbury Drive, Moon Township, PA 15108
Kyle Nathan Horner
Manheim High School H-J, Unit 09939, APO DE09086
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
Date: October 8,2001
\ 1 ~/ I/V~V~' C /
- Signature' (
'}{...;' ,
,- L' ;f/~/ :
I
l
SAIDIS, SHUFF, FLOWER & LINDSAY
Name James D. Flower, Jr.
Address 26 West High Street
Carlisle, PA 17013
Telephone (717) 243-6222
Capacity:
~ Personal Representative
Counsel for Personal Representative
JRD/June 30, 1992/17858
! 2.00/4.
In Re: Estate of Daniel E. Horner : ORPHANS' COURT DIVISION
Late of Carlisle Borough : COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY
Estate No.: 2001-839 : PENNSYLVANIA
:
: NO. 21-DanielE. Homer
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: James D. Flower Jr, Esquire
Counsel for Personal Representative: James D. Flower, Jr, Esquire
Date of Decedent's Death: 06/12/01
Date of Delinquency Notice: 07/14/04
The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 07/14/04 ~. ~ ~(/,'~.~
Glenda F~ S~asbaugff
Clerk of the OCh~s' Co~
Distribution: ~0nal Representative
' ~sel for Personal Representative
~state File
A hearing is scheduled for at in Cou~room No. 3. If the Status Repo~ is filed prior to
the hearing date, the he~ing will automatically be cancelled.
.~" ~ ., ~ ; ~ ~ -
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. PrInt your fl8iTllI..~ QII." ,lMIM
8OthatWlt...~....~
. Attach thIs~.tht~ Of1he~
or on ........If..........
1. ArticIeAddnle8ed to:
FLOWER JAMES D JR
26 WEST HIGH STREET
CARLISLE PA 17013
D. ."dIIWry 8dchs8 cIIrerent fltm Item 11
If VJ:;$l __ dIIvery aclcIr888 below:
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"
STATUS REPORT UNDER RULE; 6.12
Name of Decedent: ~
DateofDeath:_ ~ - !~-19 !
Will No.... ~ ~t~;2 /.._, ~z .~ ~ Admin. No.:
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:
2. If the answer is No, state when the personal rep, resentat, hve reasonably beheves
that the administration will be complete: _fi-2 t9 ~
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 []
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
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date:~.-' ~- ~2 t~
Si~knature
Address
Telephone No.
Capacity: ~ersonal Representative
i~1 Counsel for personal representative
September 29, 2004
Mr. James D. Flower, Jr., Esquire
26 West High Street
Carlisle, P A 17013
IN RE: Estate of Daniel E. Homer, Estate No. 21-01-0839
Dear Mr. Flower:
It has come to my attention as solicitor for the Office of the Register of Wills and Clerk
of the Orphans' Court in and for Cumberland County, Pennsylvania, that the above estate
has failed to file a report of the status of administration as required by Pennsylvania
Orphans' Court Rule 6.12.
Subsection (f) of Rule 6.12 required that the Register of Wills notify the Court in the
event the personal representative or counsel fails to file this notice after (10) days written
notice thereof. You have already received written notice of this delinquency by the
Register.
Kindly accept this letter as written notification that unless the required 6.12 Status Report
is filed with the Register of Wills Office with ten (10) days of your receipt of this
correspondence, I will be compelled to file a Motion for Sanctions for Failure to Comply
with Orphans' Court Rule 6.12. If required to do so, I will request that the Court grant
counsel fees and court cost to be assessed against the offending party.
Sincerely,
Kirk S. Sohonage
Solicitor
Cumberland County - Register of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 05/03/2005
FLOWER JAMES D JR
26 WEST HIGH STREET
CARLISLE, P A 17013
RE: Estate of HORNER DANIEL E
File Number: 21-01-0839
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: 06/12/2005
Your prompt attention to this matter will be appreciated.
Thank you.
Sincerely,
~ ''L:' ~
. G:~~~':=~ STRAS~UGH
REGISTER OF WILLS
cc: File
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~ ~.e..ki .t=.. ~
Date of Death: , - I /.. -C) /
Will No.:
Admin. No.: dtfel-~o2"3~
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 0 No ~
2. If the answe~ i~ No,. state.when the personal represen ,ative reasonabl!,' believe~ J /I,
that the adr~l1mstr~t~on wIll,~e complete: , , " - -: ~ ~~ ~
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3. If ~e ans*er to N~.L.l is Yes, state the following: fi,;, S uCk.4___rl. ~";
a. Did the personal representative file a final account with the Court?
Yes No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the persoRal representative state an account informally to the parties
in interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be att~~hed to this report.
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Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name ofDecedent: -0 <t A'" l ...-t FE. IJ Or- ".01....-
Date of Death: 6- /;2.. - CJ J
Estate No.: :< J - 0 (- () '/J' 31
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 0 No ~
2. If the answer is No, state when the personallepresentative tyasonably believes that
the administration will be complete: ~ ~
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal represen1ative state an account informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases,joinders and approval offorma! or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/22/2007
FLOWER JAMES D JR
26 W HIGH STREET
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CARLISLE, PA 17013-2922
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RE: Estate of HORNER DANIEL E
File Number: 2001-00839
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Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/12/2007
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.
S1::~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent: DANIEL E. HORNER
Date of Death: June 12,2001
File Number: 21-01-839
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: . . . . . . . . . . . . . . . . . . .. 0 Yes IZI No
2. Ifthe answer is No, state when the personal representative
reasonably believes that the administration will be complete:
30 days
3. If the answer to No.1 is YES, state the following:
a. Did the personal representative file a final account with the Court? . . . . . .. 0 Yes 0 No
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? ............................... 0 Yes 0 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 June 19,2007
pacity: IZIPersonal Representative 0 Counsel
James D. Flower, Jr., Esquire, Executor
Name of Person Filing this Form
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90 :E Wd 02 NOr toOl
26 West High Street
Address
Carlisle, P A 17013
717-243-6222
Telephone
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Form RW-lOJ(rev3ffllII3J/JIi (0. '1(1i '{'\'~'~' ,
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
21 01
0839
Date of Birth
190-44-9448
09/11/2001
10/01/1953
Decedent's Last Name
Suffix
Decedent's First Name
MI
Horner
Daniel
E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
. 1. Original Return
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
4. Limited Estate
.
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
James D. Flower Jr
(717) 243-6222
Firm Name (If Applicable)
REGISTER OF WILLS USE ONLY
Saidis, Flower & Lindsa
26 W. High St
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First line of address
Second line of address
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City or Post Office
State
ZIP Code
DAn; Rt;Ers;
Carlisle
Pa
17013
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Correspondent's e-mail address:jflowerjr@sfl-Iaw.com
Under penalties of perjury, I declare that' have examined this return, inclu' accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the p on epresentative is based on all information of which preparer has any knowledge.
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DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
.-J
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.-.J
15056052059
REV-1500 EX
Decedent's Name:
Daniel
E Horner
RECAPITULATION
1. Real estate (Schedule A).
. . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . .
...................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property
(Schedule G) Separate Billing Requested.. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). .. .......... ... ........ ........ ... 11.
12. Net Value of Estate (Line 8 minus Line 11) ...... ..... .......... ......... 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
16.
17.
18.
19. TAX DUE. . . . . . . . .
..................... .........19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059
Side 2
L
Decedent's Social Security Number
190-44-9448
0.00
514.00
514.00
5,113.36
62,798.89
67,912.25
0.00
0.00
0.00
15056052059
--.J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Daniel E Horner
STREET ADDRESS
39 S. East St
File Number
21 01 0839
DECEDENT'S SOCIAL SECURITY NUMBER
190-44-9448
CITY
Carlisle
Pa.
17013
! STATE
ZIP
Tax Payments and Credits:
1. Tax Due (Page 2 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits (A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
.--- -- Total Interest/Penalty ( 0 + E ) (3)
4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, 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)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(SA)
(5B)
A. Enter the interest on the tax due.
0.00
Make Check Payable to: 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;.......................................................................................... 0 ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~
c. retain a reversionary interest; or.......................................................................................................................... 0 [i)
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i)
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 three (3) percent [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 zero (0) percent
[72 P.S. 99116 (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 zero (0) percent [72 P.S. 99116(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 four and one-half (4.5) percent, except as noted in
72 P.S. S9116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. s9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (6-98)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Daniel E. Horner D 21-01-0939
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 willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
39 S. East St, Carlisle,Pa. This property was owned by decedent's mother Shirley 0 Horner,
VALUE AT DATE
OF DEATH
0.00
who had a mortgage on the property with Waypoint Bank. Decedent was the executor of the
estate of Shirley O. Horner, but to the knowledge of the undersigned, and based upon the
attached letter of the attorney for that estate, he did not cooperate with that attorney, and did not
complete that estate before his death. He imporperly conveyed this property to himself by deed
recorded at Deed Book 217, pg 566. He then later made subsequent conveyances of the same
property on 7-24-2000, to the custodial parent of Kyle N. Horner by deed recorded at Deed
Book 255, pg 816, and to a Deborah Lynn Clugston on 12-4-00 by deed recorded at Deed Book
235. page 429. It is believed that Daniel Horner never had good title to the property at all.
Before all of these facts were known, the estate made several mortgage payments to stave off
forclosure by the bank, but due to the estate's lack of funds, the Bank foreclosed on the
nr"n~r+\I in
D
property in No 03-582, a copy of which judgment is attached.
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Daniel E Horner
FILE NUMBER
21-~
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
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
net proceeds from sale of personal property
514.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
514.00
REV-1511 EX+ (12-99)W
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Daniel E. Horner
FILE NUMBER
21-01-0839
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
1.
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
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
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. advertising Evening Sentinal
advertising Cumberland Law Journel
Duraclean Specialists Inc to clean property
Waypoint Bank Mortgage payments
86.00
100.31
75.00
1,905.45
2,946.60
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5,113.36
REV-1512 EX+ (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Daniel E. Horner
FILE NUMBER
21-01-0839
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
funds advanced to estate and unreimbursed by Millie Horner (decedent's former wife)
3.
numerous unsecured debts, as set forth on the enclosed schedule (all unpaid)
2,000.00
1,100.29
59,698.50
2.
funds advanced by Said is Flower and Lindsay for expenses of estate and unreimbursed
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
62,798.79
HOI} 2
ROWE'S] AUCTION SERVICE (RH 79L)
Bill Rowe (AU 1538L)
Ben Rowe (AU l092L)
2505 Ritner Highway · Carlisle, PA
249-2677 697-4794 249-1978
Bob Rowe (AU 2276L)
Dave Rowe (AU 2295L)
Auction Is Action Call ''Rowe'' For Satisfaction
SELLERS NAME 3~.a.~.. ~{~..
ADDRESS
. (l
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DATE 1-1 /'i.1 D{
PHONE ;;ty. '3 - 67- -z.."2-
AUCTIONEER % 7-S:-
l~ j.........
OhERI{.% _ """
OTHER \)~;. \, ~ l
\:4.."-:.loOt (12.- ~ "'" ilL
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AUCTION DATE/LOCATION
DESCRIPTION OF MERCHANDISE
I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen-
tative of the merchandise, goods and or property and have good title and the right to sell and that they are free
from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of
title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in
this agreement.
AUCTION SIGNATURE SELLERS SIGNATURE
Total Sales (Clerking Tickets Attached) $ 7 ~. c~O
Less Sale Expense:
~ (/
'/
% Commission Auctioneer
$ ~7>"J>-U
% Commission Clerks $
OTHER:
TOTAL SALE EXPENSE DEDUCTED $
SELLERS NET $ ,~I 4 ( 0:::>
,--- ~~
~~TION~
SELLERS SIGNATURE
(Rule of Civil Procedure No. 236) - Revised
JUN 0 9 2003
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
W A YPOINT BANK F/KIA HARRIS SAVINGS
BANK
P.O. BOX 1711
CUMBERLAND COUNTY
COURT OF COMMON PLEAS
CIVIL DIVISION
Plaintiff,
v.
NO. 03-582
W A YPOINT BANK F/KIA HARRIS SAVINGS
BANK
P.O. BOX 1711
CUMBERLAND COUNTY
COURT OF COMMON PLEAS
Plaintiff,
CIVIL DIVISION
o
c
r,
-Il
v.
ESTATE OF SIDRLEY L. HORNER, RANDALL J.
HORNER, EXECUTOR AND ALL HEIRS AT
LAW OF THE ESTATE OF SIDRLEY L. HORNER
EST ATE OF DANIEL E. HORNER, JAMES D.
FLOWER, JR., ADMINISTRATOR C.T.A AND
ALL HEIRS AT LAW OF THE ESTATE OF
DANIEL E. HORNER
KYLE N. HORNER, DEVISEE OF THE ESTATE
OF DANIEL E. HORNER
MATTHEW HORNER, DEVISEE OF THE
ESTATE OF DANIEL E. HORNER
DEBORAH CLUGSTON
Defendant(s).
NO. 03-582
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Defendant(s).
Notice is given that a Judgment in the above-captioned matter has been entered against you on
~& 2003. "
By: ~/
If you have any questions concerning this matter, please c I
FRANK FEDERMAN, ESQUIRE
Attorney for Plaintiff
ONE PENN CENTER AT SUBURBAN STATION
1617 JOHNF. KENNEDY BLVD., SUITE 1400
PHILADELPHIA, PA 19103-1814
(215) 563-7000
**THIS FIRM IS A DEBT COLLECTOR ATTEMPTING TO COLLECT A DEBT AND ANY INFORMA nON
OBTAINED WILL BE USED FOR THAT PURPOSE. IF YOU HAVE PREVIOUSLY RECEIVED A DISCHARGE IN
BANKRUPTCY AND THIS DEBT WAS NOT REAFFIRMED, THIS CORRESPONDENCE IS NOT AND SHOULD
NOT BE CONSTRUED TO BE AN ATTEMPT TO COLLECT A DEBT, BUT ONLY ENFORCEMENT OF A LIEN
AGAINST PROPERTY. **
FEDERMAN AND PHELAN, LLP
. By: FRANK FEDERMAN
Identification No. 12248
Attorney for Plaintiff
ONE PENN CENTER AT SUBURBAN STATION
1617 JOHN F. KENNEDY BLVD., SUITE 1400
PHILADELPHIA, PA 19103-1814
(215) 563-7000
W A VPOINT BANK F/K/A HARRIS SA VINGS
BANK
P.O. BOX 1711
HARRISBURG, PA 17105-1711
Plaintiff,
CUMBERLAND COUNTY
COURT OF COMMON PLEAS
CIVIL DIVISION
v.
ESTATE OF SffiRLEY L. HORNER, RANDALL J. NO. 03-582
HORNER, EXECUTOR AND ALL HEIRS AT
LAW OF THE ESTATE OF SffiRLEY L. HORNER
ESTATE OF DANIEL E. HORNER, JAMES D.
FLOWER, JR., ADMINISTRATOR C.T.A AND
ALL HEIRS AT LAW OF THE ESTATE OF
DANIEL E. HORNER
KYLE N. HORNER, DEVISEE OF THE ESTATE
OF DANIEL E. HORNER
MATTHEW HORNER, DEVISEE OF THE
ESTATE OF DANIEL E. HORNER
DEBORAH CLUGSTON
Defendant(s).
PRAECIPE FOR JUDGMENT FOR FAILURE TO
ANSWER AND ASSESSMENT OF DAMAGES
TO THE PROTHONOTARY:
Kindly enter judgment in favor ofthe Plaintiff and against ESTATE OF SffiRLEY L. HORNER.
RANDALL J. HORNER. EXECUTOR AND ALL HEIRS AT LAW OF THE ESTATE OF SffiRLEY L.
HORNER and ESTATE OF DANIEL E. HORNER. JAMES D. FLOWER. JR.. ADMINISTRATOR
C.T.A AND ALL HEIRS AT LAW OF THE ESTATE OF DANIEL E. HORNER, AND KYLE N.
HORNER. DEVISEE OF THE ESTATE OF DANIEL E. HORNER.AND MATTHEW HORNER.
DEVISEE OF THE ESTATE OF DANIEL E. HORNER. AND DEBORAH CLUGSTON. Defendant(s) for
failure to file an Answer to Plaintiff's Complaint within 20 days from service thereof and for Foreclosure
and Sale ofthe mortgaged premises, and assess Plaintiffs damages as follows:
As set forth in Complaint
Interest from 1/1/03 to 6/4/03
TOTAL
$47,034.39
$1,387.25
$48,421.64
I hereby certify that (1) the addresses of the Plaintiff and Defendant( s) are as shown above, and
(2) that notice has been given in accordance with ~7.1 , copy attached.
N b~llt rN Q JY.-)
FRANK FEDERMAN, ESQUIRE
Attorney for Plaintiff
DAMAGES ARE HEREBY ASSESSED AS INDICATED.
(J /eUlU
PRO PROTHY
Rei:
J
~
0-(; /0 I)
DATE:
JOHN H. BROUJOS
HUBERT X. GILROY
(CO)jJJw
BROUJOS & GILROY, P.c. If
ATTORNEYS AT LAW 717-243-4574
4 NORTH HANOVER STREET 717-766-1690
CARLISLE, PENNSYLVANIA 17013 FAX: 243-8227
E-MAIL: brgilroypc@aol.com
July 10, 2001
Deborah Lynn Clugston
3789 New Franklin Road
Chambersburg, P A 17201
Re: Estate of Shirley L. Horner
Dear Ms. Clugston:
I represent the estate of Shirley L. Horner. Daniel E. Horner, Executor of her estate, died last
month. Shirley's will provided for Randal J. Horner as the alternate Executor, who has been
appointed by the court to conclude the administration of the estate.
An asset of the estate was the home at 39 S. East Street, Carlisle. The property was willed to
Daniel in his mother's will. However, there are debts ofthe estate, such as the inheritance tax,
which must be paid. Weare attempting to gain access to the house through the coroner by
appointment of an administrator of the estate of Daniel E. Horner.
The property was improperly conveyed from the estate to Daniel E. Horner against advice of
counsel.
The property has been conveyed at a time when the estate administration was not completed nor
certain claims and the inheritance tax paid.
Mr. Horner had failed to come to my office to pay the inheritance tax and other outstanding debts
of the estate.
Records in the Cumberland County Courthouse indicate that the property was conveyed as
follows:
3-13-00
Executor of the Estate of Shirley L. Horner
Deed Book 217, Pg 566
to Daniel E. Horner
7-24-00
Executor of the Estate of Shirley L. Horner to the custodial parent of
Deed Book 225, Pg 816 Kyle N. Horner
(Mr. Horner apparently placed on the Recorder's Office records that the deed
should be returned to "Karen E. Snyder, 39 S. East Street, Carlisle")
12-4-00
Executor of the Estate of Shirley L. Homer to Deborah Lynn Clugston
Deed Book 235, Pg 429
Deed was returned to Deborah Lynn Clugston, 3789 New Franklin Road,
Chambersburg, P A 17201
The title to all of these conveyances is in question.
There are a number of serious actions taken with respect to the property and the estate.
We are attempting to get an Administrator appointed for the estate of Daniel E. Homer, in order
to complete the administration of the estate of Shirley L. Homer.
The coroner has been doing his duty of maintaining possession of the property pending
appointment of an estate administrator. He advised me that there was a claim of $70,000 by you
against Daniel E. Homer. Please confirm or comment on the above statements.
Please be so kind as to call me immediately or through an attorney, with whom I recommend you
consult.
Your cooperation would be appreciated.
Sincerely yours,
John H. Broujos
/js
JOHN H. BROUJOS
HUBERT X. GILROY
BROUJOS & GILROY, P.c.
ATTORNEYS AT LAW 717-243-4574
4 NORTH HANOVER STREET 717-766-1690
CARLISLE, PENNSYLVANIA 17013 FAX: 243-8227
E-MAIL: brgilroypc@aol.com
t~ ~ frY 'V'
July 10, 2001
Millie Homer
902 Canterbury Drive
Moon Township, PA 15108
Dear Millie:
Thank you for taking the time to talk with me today concerning the administration of the estate
of Daniel Horner. To repeat some of the information I gave you by phone and to bring you up-
to-date, I will review each estate.
SHIRLEY HORNER ESTATE
The alternate Executor named in the will, Randal Horner, has assumed the duties of continuing
the administration of Shirley's estate. In spite of the estate being in fairly bad shape, he has
consented to conclude the administration. It is essential that he gain entrance to the house at 39
S. East Street in order to search for the records of the estate, such as the bank statement,
checkbook, and other documents. He cannot gain entrance because the coroner's obligation is to
provide access to the home only to the Administrator or Executor ofthe estate of Daniel.
To the extent that Shirley's estate requires the records of Daniel, the Shirley Horner estate has an
important interest in gaining access.
In addition, Shirley's estate may have some claims against the real estate in the event that there
are insufficient cash funds to pay remaining obligations of the estate. If necessary, the house
would have to be sold under certain conditions, such as satisfaction of a lien by the state for
inheritance tax payment.
Transfer of the property was made to three parties. I had advised Daniel that he should not
convey the property to himself by deed until the estate is settled and debts paid. He disregarded
this advice and proceeded to prepare and record a deed to himself. If the transfer of the house
from the estate as Executor to himself as the beneficiary is upheld, the property nevertheless may
be subject to the lien for unpaid estate administration I mentioned above.
So long as the estate has a claim against the property, the estate is not concerned with the
subsequent transfers of the same tract to other parties, since they have notice in the Courthouse
of the incomplete estate administration and taxes due.
I have been advised that Daniel attempted to use the property as collateral for a loan by
attempting to convey the property to Karen Snyder, in which she advises me she refused to
cooperate.
DANIEL HORNER EST ATE
It is absolutely essential that the appointment of an Administrator be accomplished as soon as
possible in order to gain entry into the house and for the administration of Daniel's estate. From
my standpoint, I am attempting to find someone who will step in as an administrator of the estate
solely for the purpose of completing the administration of Shirley's estate. I understand you
have a will of Daniel's that names you as Executor and also as a beneficiary. I understand that
you have been advised by your counsel that you do not have an interest as a beneficiary of the
estate; you may still be eligible for filing as the Administrator of the estate. You indicated you
are not interested in being the Executor; consequently, his heirs or persons representing his
heirs, such as the children, should seek to have an Administrator appointed for the purpose of
settling these outstanding matters discussed in this letter. I am aware of no assets other than the
home and I am making no representations as to the status of the home and the legality of any
conveyances.
I appreciated your statement of concern for getting someone to open up the estate. The will
would have to be filed at time of an application for Letters of Administration. The person
selected to apply for Letters of Administration would meet with you in the courthouse if you
decide to come in so that the matter could be resolved. I asked an attorney ifhe would help in
this case. He is honest and fair and competent. I advised him of the complexity of the estate and
the lack of significant assets. His name is James K. Jones, 7 Irvine Row, Carlisle, P A 17013;
phone 240-0296; fax 240-0066. I strongly urge your assistance in expediting the administration.
If you do not want to be executor, and Karen agrees to be administrator, you can sign
the enclosed Renunciation and consent as guardian of Matthew. Either one or both. Karen
Snyder had mentioned that you were appointed as court guardian. In that capacity, the court
would want you to disclaim any interest in being an administrator. I am not concerned about the
conflict you mentioned, since apparently the deed of Daniel was not delivered to Karen; she said
she did not go along with his attempt to have her use the property as collateral; she has agreed to
help out; and I would tell Karen to renounce any interest in the property, since she is not in the
will apparently and is not a beneficiary as an heir. Frankly, there seems to be no one with a
clean slate in this matter; and we must move with someone who will move.
Whatever interest there is in the children will be protected by the Court, I assure you.
Please send (or bring, since you indicated you may come in to town) a certified copy of the order
appointing you as guardian of Matthew.
In the meantime, please contact your local attorney for counsel on all of these matters. We can
use all the legal help we can get.
Your cooperation would be appreciated so that we can access the house for the sole purpose of
retrieving documents of the estate.
Sincerely yours,
John H. Broujos
Ijs
FORM B6F
(10/89)
In ra
HORNER, DANIEL E.
Case No.
Debtor
(If known)
j\'
SCHEDULE F - CREDITORS HOLDING UNSECURED NONPRIORITY CLAIMS
State the name, mailing address, including zip code, and account number, if any, of all entities holding unsecured
claims without priority against the debtor or the property of the debtor, as of the date of filing of the petition. Do not
include claims listed in schedules 0 and E. If all creditors will not fit on this page, use the continuation sheet provided.
If any entity other than a spouse in a joint case may be jointly liable on a claim, place an "X" in the column labeled
"Codebtor," include the entity on the appropriate schedule of creditors, and complete Schedule H-Codebtors. If a joint
petition is filed, state whether husband, wife, both of them, or the marital community may be liable on each claim by
placing an "H,' oW,' "J,' or 'C" in the column labeled "Husband, Wife, Joint or Community."
If the claim is contingent, place an 'X' in the column labeled "Contingent." If the claim is unliquidated, place an "X" in
the column labeled 'Unliquidated." If the claim is disputed, place an 'X' in the column labeled "Disputed.' (You may
need to place an 'X' in more than one of these three columns.)
Report total of all claims listed on this schedule in the box labeled "Total' on the last sheet of the completed
schedule. Report this total also on the Summary of Schedules.
o Check this box if debtor has no creditors holding unsecured nonpriority claims to report on this Schedule F.
z 0
a:: ~~ DATE CLAIM WAS INCURRED !Z L.U
0 'Z '< 0
CREDITOR'S NAME AND S ....::l I..oJ .....
\:::1 AND CONSIDERATION FOR CLAIM, ~ 0 5 AMOUNT
MAILING ADDRESS ....... =-'::1 Z 5
0 00 IF CLAIM IS SUBJECT TO ~ 0 a.. OF CLAIM
INCLUDING ZIP CODE 0 ~5 (f1
SETOFF, SO STATE :::0 is
(.) 0 z
(J
~ ::>
:I:
NO. CREDIT CARD ACCOUNT 5615.52
372839393285003 DEBT
AMERICAN EXPRESS 8/2000
PO BOX 297812
FT LAUDERDALE, FL 33329
Setoff Amount 0.00
NO. CREDIT CARD ACCOUNT 3365.91
4427110003066242 DEBT
BANK OF AMERICA 5/2000
PO BOX 2493
NORFOLK, VA 23501
Setoff Amount 0.00
NO. OUTSTANDING DEBT 338.5(J
400208-70 OWED TO AMBULANCE
CARLISLE COMMUNITY 5/2000
AMBULANCE
PO BOX 496
CARLISLE, PA 17013
Setoff Amount 0.00
"NO. OUTSTANDING MEDICAL 91 .OC
1878875 BILL DEBT
CARLISLE HOSPITAL 7/2000
246 PARKER STREET
CARLISLE, PA 17013
.
. . Setoff Amount 0.00
----3.. continuation lIheetII attaclhe9 Subkal . 9410.9~
Total $
C 1991 WEST PUBUSHING COMPANY
(Report total aI80 on 8urruMIy of~)
FORM B6F -
Cant
(to/89)
In ra
HORNER, DANIEL E.
Debtor
Cue No.
(If known)
~-
SCHEDULE F - CREDITORS HOLDING UNSECURED NON PRIORITY CLAIMS
(Continuation Sheet)
-
z~
QQ I- 0
a:: w
0 tiE DATE CLAIM WAS INCURRED z ~ 0
CREDITOR'S NAME AND I- w W
CD ii_5 AND CONSIDERATION FOR CLAIM, <.:> I- AMOUNT
MAILING ADDRESS w z 5 ::J
0 Cl::e IF CLAIM IS SUBJECT TO i= 0... OF CLAIM
INCLUDING ZIP CODE Z::e 0 (/)
0 z :::;
u 050 SETOFF, SO STATE 0 is
VlU u z
~o::: ::J
IO
ACCOUNT NO. 4305871109044857 CREDIT CARD ACCOUNT 5289.9C
DEBT
CHASE MANHATTAN BANK 2/2000
PO BOX 2229
MATTESON, IL 60433
Setoff Amount 0.00
ACCOUNT NO. 5424180138649295 CREDIT CARD ACCOUNT 8633.2i
DEBT
CITICORP CREDIT SERVICE 4/2000
PO BOX 91600
ALBUQUERQUE, NM 87199
Setoff Amount 0.00
ACCOUNT NO. 6011002670286822 CREDIT CARD ACCOUNT 8030.53
DEBT
DISCOVER FINANCIAL 4/2000
SERVICES
PO BOX 3008
NEW ALBANY, OH 43054
Setoff Amount 0.00
ACCOUNT NO. 8255909391311591 OUTSTANDING UTILITY 172.6~
BILL DEBT
DISH NETWORK 9/2000
DEPT 0063
PALATINE, IL 60055
Setoff Amount 0.00
ACCOUNT NO. 411631665 CONSUMER DEBT 131.82
FRANKLIN MINT 4/2000
MAIL DROP 2504
FRANKLIN CENTER, PA
19093-2504
Setoff Amount 0.00
Sheet no. ~ of -.J.. sheets attached to Schedule of CreclItonI Subtotal (T otaJ $ 22258.lE
_ of this pege)
- T otaJ
Holding UlllI8CUred Nonprlorlty Claims (Use only on Iut P8Q8 of the oompleted Schedule F) $
o 1891 WEST PUBU8HINO COMPANY
(Report total also on Summary of Schedulee)
FORM B6F .
Coot
(ibI89)
In re
HORNER, DANIEL E.
Debtor
Case No.
(If known)
~-
SCHEDULE F - CREDITORS HOLDING UNSECURED NON PRIORITY CLAIMS
(Continuation Sheet)
.
z~ Cl
a::: Q~ I- W
0 ~E DATE CLAIM WAS INCURRED z ~ Cl
CREDITOR'S NAME AND I- w w
a:l ~.S AND CONSIDERATION FOR CLAIM, ~ I- AMOUNT
MAILING ADDRESS w z 5 :::>
Cl Cl~ IF CLAIM IS SUBJECT TO ;::: 0- OF CLAIM
INCLUDING ZIP CODE z~ 0 U'l
0 Z :::;
u ffis SETOFF, SO STATE 0 Ci
u Z
:;:)0::: :::>
:I: 0
ACCOUNT NO. 5490991464594346 CREDIT CARD ACCOUNT 9042.00
DEBT
MBNA AMERICA 4/2000
PO BOX 15137
WILMINGTON, DE 19886
Setoff Amount 0.00
ACCOUNT NO. 1410 OUTSTANDING MEDICAL 150.00
BILL DEBT
P.A.C.P. 9/2000
20 ERFORD ROAD
SUITE 101
LEMOYNE, PA 17043
Setoff Amount 0.00
ACCOUNT NO. 400208/70 CARLISLE COMMUNITY 338.5C
AMBULANCE COLLECTIONS
PATIENT ACCOUNTING SVCS 5/2000
P.O. BOX 100
CARLISLE, PA 17013
Setoff Amount 0.00
ACCOUNT NO. 23110070770 THRIFTY CREDIT SERVICE 7452.6~
PENTAGON FEDERAL CREDIT 6/2000
UNION
PO BOX 1432
ALEXANDRIA, VA 22313
Setoff Amount 0.00
ACCOUNT NO. 4071540010247477 CREDIT CARD ACCOUNT 5410.71
DEBT
PENTAGON FEDERAL CREDIT 1/2000
UNION
PO BOX 456
ALEXANDRIA, VA 22313
Setoff Amount 0.00
Sheet 00. --2- of ~ aheela attallhed to Schedule of Creditors SUbtotal (Total $ 22393.85
of thl. page)
. Total $
HOlding Unsecured Nonprlorlty Claim. (Use only on lest page of the oompleted Schedule F)
01991 WEST PUBUSHING COMPANY
(Report tDtaI aIeo on SUmnwy of 8chedu")
FORM B6F -
~<<Il
(10/89)
In re
HORNER, DANIEL E.
Debtor
Cue No.
(If known)
SCHEDULE F - CREDITORS HOLDING UNSECURED NON PRIORITY CLAIMS
(Continuation Sheet)
!Z~ a
Q~ .-
Cl::: DATE CLAIM WAS INCURRED z w a
CREDITOR'S NAME AND 0 t'!E w !;;( W
I- AND CONSIDERATION FOR CLAIM, (:) a I- AMOUNT
CD 3E.~ z 5 :::>
MAILING ADDRESS w
a Cl::::E IF CLAIM IS SUBJECT TO i= 0 CL OF CLAIM
INCLUDING ZIP CODE 0 Z::::E Z l.Il
U Qljo SETOFF, SO STATE 0 :::::i C5
(/)0 u Z
=>0::: :::>
:1:0
ACCOUNT NO. 4450256382220 CREDIT CARD ACCOUNT 5545.5E
DEBT
SEARS 7/2000
PO BOX 555
COLUMBUS, OH 43216
Setoff Amount 0.00
ACCOUNT NO. 01100190449448 OUTPATIENT MEDICAL 90.00
SERVICES
UPMCS COMMUNITY MEDICINE 7/2000
PO BOX 382046
PITTSBURGH, P A15250
Setoff Amount 0.00
ACCOUNT NO.
ACCOUNT NO.
ACCOUNT NO.
Subtotal (rotal $ 5635.5
Sheet no. ---.l.. of ---.l.. sheelll attached to Schedule of Credltonl _ of thIs page)
Holding Ul1lI8CUred Nonprlorlly Claims - Total $ 59698.5C
(UIe only on Iut page of the complel8d Schedule F)
C 1981 WEST PUBUSHIN(i COMPANY
(Report total aI80 on SumlMfY of 8chedulee)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
DATE 03-24-2008
ESTATE OF HORNER DANIEL E
DATE OF DEATH 06-12-2001
FILE NUMBER 21 01-0839
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-23-2008
( See reverse side under Objections)
Amount Remittedl l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HORNER DANIEL E FILE NO. 21 01-0839 ACN 101 DATE 03-24-2008
~'
JAMES D FLOWER JR
SAIDIS ETAL
26 W HIGH ST
CARLISLE PA 17013
TAX RETURN WAS: (X) ACCEPTED AS FI LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
1l.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
) CHANGED
0)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
514.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
514.00
(9)
CIO)
5,113.36
62.798.89
(11 )
(12)
CI3)
CI4)
67.91??"i
67,398.25-
. 00
67,398.25-
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
If an assessment was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
NOTE:
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
CIS)
CI6)
( 17)
OB)
.00 X
.00 X
.00 X
.00 X
.00
.00
.00
.00
.00
00
045 =
12
15
CI9)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~oo
.00
.00
.00
( IF TDTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. '-\~
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUI\...
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Cumberland County - Register Of Wills
One Courthouse Square
Car1_isle, PA 7_'7013
Phone:(717) X40-6345
Date: 5/14/2008
FLOWER JAMES D JR
26 W HIGH STREET
CARLISLE, PA 17013-2922
RE: Estate of HORNER DANIEL E
File Number: 2001-00839
Dear Sir/Madam:
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C.PI
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 COUR'C 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, shill file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 6/12/2008
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.
S'ncerely,
~.
,,,~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF
COUNTY, PENNSYLVANIA
Name of Decedent: DANIEL E. HORNER
Date of Death: 06/12/2001
File Number: 21-01- ~?~q
Pursuant to Pa. O.C. Rule 6.12, 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:
30 days
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
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 June 19, 2008
,~
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9~ ~~: `~~ G E `-' ~~` ~~~r
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s
~ ~ -~~ ~
Si ature of Person Fi ing t Form
,~ ~.~--'
Capacity: Personal Representative Counsel
.; '
James D. Flower, Jr., Esquire
Name of Person Filing this Form
Saidis, Flower & Lindsay
Address
26 West High Street, Carlisle, PA 17013
717-243-6222
Telephone
Form ~W-In-Yev! /A.T3.I76`
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent: DANIEL E. HORNER
Cate of Death: 06/ 12/2001
File Number: 21-01-~ ~~
Pursuant to Pa. O.C. Rule 6.12, 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:
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
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 July 23, 2008
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Form RW-l0 rev. 10.13.06
S gnature of Person Filing this Form
Capacity: Personal Representative Counsel
James D. Flower, Jr., Esquire
Name of Person Filing this Form
Saidis, Flower & Lindsay
Address
26 West High Street, Carlisle, PA 17013
717-243-6222
Telephone
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