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Home My WebLink About03-0048 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of RTI'~H;%RI') B- (g.T, ESS~IER NO. lm,~i~l~ also known as To: Register of Wills for the Deceased. County of CUDI[BERLAN'D in the Social Security No. 179 - 52 - 9772 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl ,_ E $ for letters of administration D · B. N · on the estate o~f. (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in C U'MBE RLAN'D CountL Pennsylvania, with h T,q last family or principal residence at 411 PO?ATO RD. , CARLISLE, PA 17013 (list street, number and municipality) Decendent, then 45 years of age, died December 27 .,Xla~X 200__2, atCarl~sle Regicnal Medical Center Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.). Personal pi~operty in County $ Value of real estate in Pennsylvania $ situated as follows: Petitioner.__ after a proper search ha $ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: ~. Name I Relationship Residence ATTUEW J. LESSN R I SON DAVID PAUL GLESSNER SON ~~ THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. STATUS REPORT UNDER RULE 6.12. Date of Death: 15 - ~] - O~ Will No.: ZOof~ O~q~ A~. No.: ~/- O3 Pursuit to Rule 6.12 of~e Supreme Cou~ O~h~s' Com~ Rules, I repo~ ~e followNg with respect to completion of the ad~strafion of the above-captioned estate: 1. State whether a~s~ation of the estate is complete: Y=s ~ No ~ 2. If~¢ ~¢r is No, state when the personal representative reasonably ~at ~¢ a~s~ation wi~ be comPlet¢: , Oe~. 3. g ~¢ ~swer to No. 1 is Yes, state the followNg: a. Did the personal representative file a ~al accost with ~¢ Co~? Yes No ~ b. ~e sep~ate Oeh~' Com~ No. (ffany) for ~e personal representative's accost is: __ c. Did ~e person~ representative state ~ accost i~o~aHy to ~e prates N Nt=est¢ Yes ~ No ~' c. Copies ofreceipm, rele~es, joNders ~d approv~ offo~ or igomal accosts may be filed M~ ~e Clerk of the O~h~s' Co~ ~d may be a~ached to tNs repo~ Silage Name Ad.ess .Ti ¢_2q3~ t2 9 V ph one No. Personal Rq~. ~en.atve ~Co~sel for personal representative OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF cr_,.~:~__~_~_.~.~_~ The petitioner(s) above-named swear(s) or affirm(s).that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn tb~ or affirmed and subscribed t~'~ ~.~a$~;~ff~.-~ befor, e-~ne/this /~ ~'~' day of [ - No. ~.~/-~- '9/,Y' Estate of ~ic.~.~_~v ~ ~.~s_~y~ , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW 19 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that ~rancis I. Glessner' is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to F r a n c i ~ I · O 1 e s s n e r in the estate of Richard B. Glessner FEES Letters of Administration ..... $ ~a::~O,~ p r~ p ¥ ~. w ~. v. g ~, ~ .~ 0 · f~ ~ q ~ a 1 Short Certificates( ) .......... $ /o~t~E) ATTORNEY ~Sup. Ct. I.D. No3 _ation ................ $ %-~ 10 WEST HIGH STREET, CARLISLE, PA 17C TOTAL __ $~ ADDRESS Filed .~(-.,"./q.-.(~.,~-~ ...... A.D. 19 717-243-1294 PHONE This is to certi .fy that the information here given is corrccdy ,.> !t,m ,,.n o~:iginal certificate of death dub' filed wid~ mc as Local Registrar. The original certificate will be.forw~udc,.] l,~ ~.. ,,,1~, , .,I ~,.ccords /')fficc i:or pcrm,ment f~Iin- WAFINING: I1 is illegal lo duplicate th:~s copy ~y photostat or DholograDh. Fee for this certificate, $2.00 4'e-~~'''/'''~'''%~./,,,5~(;~<.{ d .... ........ ;;.;...<:,,. ~ [1~ R~J~x'~ ~ -- "x~jk~ (~ ~ ~' .... ,.~ ~./.~ ~ ~ ~,. l.ocal Registrar P 8 8 6 9 8 3 7 %-~=-~5'~ DE C 8 1 2002 No. ~'~ Date HmS.~4 ~v. ~ COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ,..,.T CERTIFICATE OF DEATH ~ (Coroner) ANENT NAME OF DECEDENT (Firsl, MK~M, Las0 ISEX I~IAL SECURI~ NUMBER l DATE ~. Richard B Glessner ,. Male ,. 17~52-9772 [4. December 27, 2002 , 45 v~. ~pr. 19,1957 Fairfield,~ ,~ ' ~ I~. iT. I~* ~,- Mechanical&Welding' '" I ~.~ .o~ I E,~.~ I 411 ~tato Rd .. ~rllsle, PA 17013 ~m'~ ,~ _ ~rland ~,~ ~ m,~,,~ ~F~MANT'SNAME~y~ri~ 1~. '~ y, e ~CarKe ~' ~ ........... =~ I~ 6 ~n~l~ ~ , ~rli ..ooso. 'o~ .......... ' -· sle, PA 17013 .... ~,~ c,..,~O .~.,~.,.O I(~ ,~,~,) I.~ I . ~-~~.~ ....... ~,~,,,uc. Gl,,,. Jan; 2, 2~3 ],,~.Mt. Holly Spri~s ~te4,,,Mt. Holly S~i~s,lg~5 I --7~i~*' ~ ~ C 7'~ ~ I ~ENSENUM~R NAME~DAOO~i~SOF~CI~ Hoff~ ROth ~//f//~ ~ ~/~ [,~ 014351 L ~ ~~2~==o. ~..:~'=:~:;"~ ......... -'-.-,.-~ ..... __ ~ecemb~ 27. 20~ r~)~ ,. Atheros~er~tc Cardiova u a D e I ~.~.~c,~. ~ l~;;7~; I .........I'"''"'~' IDE~"'""~~ ................................... "--~'yk~.~u~m~.--,~,.~ '~m~.}.~.~.~ .......................... ~ 3,~*' J~'d. December 30, 2002 ,,. 6375 Basehore Road, Suite ~a~'~'~l~'?~ll~?lf~~t'''dm"s~'~d't°~"~'}~ ~ 32. Mechantcsburg. Pa. 17050 RENUNCIATION In Re Estate of Richard Bryan Glessner, deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned, Matthew J. Glessner and David Paul Glessner, Children of the of the above decedent, hereby renounces the right to administer the estate and respectfully asks that Letters of Administration C.T.A. be issued to Francis I. Glessner, the Father of decedent. WITNESS my hand this 2 day of January 2003. wi~fl~Es's //" - /] - Matthew ~F. Glessner WIT-NESS J '- ~ ~ v David Paul Glessner ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : : ss COUNTY OF CUMBERLAND : Personally appeared before me, A Notary Public in and for the Commonwealth and County aforesaid, the under-signed, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Renunciation are true and correct. David Paul Gle~sner Sworn to and subscribsd to ,, , ~, before me this o~ q ~-'~'~<~ . ~. ' ~~ - ~ i Notary Pu~c CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ~Schar0 ~. alo~nor Date of Death: Will No. ~nn~-00048 Admin. No. 21 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 1 / 27 / 03 : Name Address David Paul Glessner P.O. Box 312, Alberton, ~{T 59820 Francis I. Glessner 6 Annedale Drive, Carlisle, PA 17013 I~an Glessner 213 Glessner Road, Boswell, PA 15531 Hatthew J. ~lo~ner ~ ....... ~~e~ Dr~, ..... ~rli$1=,- PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 4 / ~ 5 / 0 ,3 Signature ~"Nc~Q.~ - Name Ruby D. W~eks: E_=qu!'re · , ':, .?:; Address ' 10 West ~li~h .qe.~t eq Q~, Carlisle, PA 170~ 3 :: ' ~ :5 Telephone (7 1 ~ 2 a 3 1 2 9 4 Capacity: ~ Personal Representative Counsel for personal representative 1 Deborah~ Sauro P.O. Box 312 2 Alberton, MT 59820 3 Claimant 4 5 6 ORPHANS COURT CUMBERLAND COUNTY 7 8 IN THE MATTER OF THE ESTATE OF Cause No. 21-03-48 9 Richard B. Glessner, CLAIM AGAINST ESTATE 10 Deceased. 11 12 Deborah~ Sauro, creditor of the estate of Richard B. Glessner, deceased, hereby states that 13 said estate is indebted to the undersigned creditor in the amount of $16,521.68 for past due child 14 support as ordered by the State of Montana. See "Exhibit A" attached hereto. The claim was due 15 by December 27, 2002, and has not yet been paid. 16 17 18 DATED this ?~dayof. Ff)~.n~_~t( ,2003. 19 20 ~ ~ 'TD'~r~ix~S auro, ci~-~mant- 22 P.O. Box 312 Alberton, MT 59820 23 24 CLAIM AGAINST ESTATE -GLESSNER Page 1 CERTIFICATE OF SERVICE 2 I do hereby certify that on the /O day of April, 2003, a copy of the foregoing was served upon the following by Mail, Express Mail, Hand-Delivery, Fax or Federal Express: 3 4 Ruby D. Weeks Ix] U.S. Mail Ten West High Street [ ] Express Mail 5 Carlisle, PA 17013 [ ] Hand-Delivery [ ] Fax 6 //~-~-) [ ] Federal Express 8 D~o~'a~ ~. Sauro - J - 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 CLAIM AGA1NST ESTATE -GLESSNER Page 2 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004397 GLESSNER FRANCIS I 6 ANNEDALE DRIVE CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $3,043.53 ESTATE INFORMATION: SSN: 179-52-9772 FILE NUMBER: 2103-0048 DECEDENT NAME: GLESSNER RICHARD B DATE OF PAYMENT: 09/17/2004 POSTMARK DATE: 09/1 7/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/27/2002 TOTAL AMOUNT PAID: 93,043.53 REMARKS: GLESSNER CHECK# 95 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA REV-11 62 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004398 WEEKS RUBY D 10 W HIGH STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $358.07 ESTATE INFORMATION: SSN: 179-52-9772 FILE NUMBER: 2103-0048 DECEDENT NAME: GLESSNER RICHARD B DATE OF PAYMENT: 09/17/2004 POSTMARK DATE: 09/1 7/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/27/2002 TOTAL AMOUNT PAID: $358.07 REMARKS: WEEKS CHECK// 6650 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX (6-00) ·, : Kev-15OO INHERITANCE TAX RETURN I - RESIDENT DECEDENT County Code Year Number DECEDENT'S NAME (L ST, F RST, AND M DDLE ,N T AL) SOCIAL SECUR W NUMBER z GLESSNER, RICHARD B. LU 179-52-9772 LU~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE (D 12/27/02 4/19/57 LU REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER · I N/A~ 1. Original Retum~ ~j~ 2. Supplemental Return {date of deafft between 12.31.91N/Aand 1-1-95) N3' Remainder Return ( ...... "~' )3(A) ~'~ H4. Limited Estate N4a. Futura Interest Compdse ¢lat. o~ de,~ a~r 12..~,.02, U5. Federal Estate Tax Return Required 0~ H6' Decedent Died Testate (Attach cOpy Of Will) ~,__~ 7. Decedent Maintained a Living Trust (Attach a copy of Truat) 8. Total Number of Safe Deposit Boxes 119. Litigation Proceeds Received I 110. Spousal Poverty Credit [--~ 11. Election to tax under Sec. 911 THIS SEC¥iON MUST BE ¢OM~I~,-O; :~£EiC;gRRESPO~ ' ~,' ~ NAME COMPL~ I ~ MAILING ADDRESS -o RUBY D. WEEKS, ESQ. ~ 10 WEST HIGH STREET ~c~ FIRM NAME (If Applicable) CARLISLE, PA 17013 ~ LAW OFFICE OF RUBY D. WEEKS o O TELEPHONE NUMBER 717-243-1294 1. Real Estate (Schedule A) (1) $0.00 i OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) $0.001 ¢ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) $0.00 [ Z 4. Mortgages & Notes Receivable (Schedule D) (4) $0.00 ;' O , : I'-' 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5) $14,541.93 ~ _.1 6. Jointly~Owned Property (Schedule F) (6) $50,000.00 i ~ ~ I Separate Billing Requested : ,~ 7. Inter-Vi¥os Transfers & Misc. Non-Probate Property {7) $0.00 i ' ~ (Schedule G or L) ........................ '~;'~' .......................... ~ ~. lotal Gross .~qsets (total Lines 1-7) {6) $54,541.03 ~. Funeral Expenses & Administrative Costs (Schedule H) (g) $6,123.45 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) $3'1,055.70 '1 '1. Total Deductions (total Lines ~ & 10) (11 ) $3~.17~. ~ 5 12. Net Value of Estate (Line 8 minus Line 11) (12) $25,362.78 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) $0.00 made (Schedule J) 14, Net Value Subject to Tax (Line 12 minus Line 13) (14) $25,362.78 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax or transfers under Sec. 9116 (a)(1.2) Z rate, 0 x (15) $0.00 ~ ~ 16. Amount of line 14 taxable at lineal rate (16) $0.00 I- ~ 17. Amount of line 14 taxable at sibling rate $25,362.78 X 2 (17) $3,043.53 0 18. Amount of line 14 taxable at collateral rate O x .15 (18) $0.00 19. Tax Due 20. ~ (19) $3,043.53 Decedent's Complete Address: STREET'ADDRESS ~ ' 411 POTATO ROAD CITY CARLISLE PA 117013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) $3~043.53 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) $0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total InterestJPenalty (D + E) (3) $0.00 4. If line 2 is greater than line I + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I 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) $3,043.53 A. Enter the interest on the tax due. (5A) 3 5 8. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $ 3.4 01., 6 0 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; b. retain the right to designate who shall use the property transferred or its income; c. retain a revisionary 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 on 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 perju~, 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. Declaration of preparer other than the personal representative is based on all the infomlation of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE SIGNATURE ..... SENTATIVE DATE ADDRESS ~_..~.~...~._~ ~ For dates of death 0~ft~~994 and before January 1 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse s 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. REV-1502EX = (1-97) (I)' SCHEDULE A COMMONWE^.T, REAL ESTATE iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER All real property owned solely or as a tenant in common must be repoi~ed 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 fight of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE TOTAL (Also enter on line 1, Recapitulation $0.00 (If more space is needed, insert additional sheets of the same size) REVolS03E,X - (1-9Z) (I) SCHEDULE B OOMMONW~_T.O~.E..SY.V^N,A STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER All property jointly-owned with Hght of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE TOTAL (Also enter on line 2, Recapitulation) $0.00 (If more space is needed, insert additional sheets of the same size) REV-1504 EX = [1-97) (~) SCHEDULE C CLOSELY-HELD CORPORATION, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PARTNERSHIP or SOLE-PROPRIETORSHIP RESIDENT DECEDENT ESTATE OF FILE NUMBER Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE TOTAL (Also enter on line 3, Recapitulation) $0.00 (If more space is needed, insert additional sheets of the same size) REV-1505EX + (1-97) (I)' SCHEDULE C-1 N/A COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN CLOSELY-HELD CORPORATE RESIDENT DECEDENT STOCK INFORMATION REPORT ESTATE OF FILE NUMBER 1. Name of Corporation State of Incorporation Address Date of Incorporation City State Zip Code Total Number of Shareholders 2. Federal Employer I,D. Number Business Reporting Year 3. Type of Business Product/Service 4. TYPE TOTAL NUMBER OF NUMBER OF SHARES VALUE OF THE STOCK Voting/Non-Voting SHARES OUTSTANDING PAR VALUE OWNED BY THE DECEDENT DECEDENT'S STOCK Common Preferred Provide all rights and restrictions pertaining to each class of stock. 5. Was the decedent employed by the Corporation?E--] Yes O No If yes, Position Annual Salary Time Devoted to Business 6. Was the Corporation indebted to the decedent? E~] Yes r--]No If yes, provide the amount of the indebtedness 7. Was there life insurance payable to the corporation upon the death of the decedent? U Yes E~ No If yes, Cash Surrender Value Net proceeds payable Owner of the policy 8. Did the decedent sell or transfer stock of this company within one year prior to death or within two years if the date of death was prior to 12-31-827 E~Yes ~No If yes, ["--] Transfer E~ Sale Number of Shares Transferee or Purchaser Consideration Date Attach a separate sheet for additional transfers and/or sales 9. Was there a written shareholder's agreement in effect at the time of the decedent's death? r-'J Yes [~] No If yes, provide a copy of the agreement. 10. Was the decedents stock sold? ~ Yes ~ No if yes, provide a copy of the agreement of sale, etc. 11. Was the corporation dissolved or liquidated after the decedent's death? r~ Yes F'~ No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 12. Did the corporation have an interest in other corporations or partnerships? E~ Yes J'~ No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE A. Detailed calculations used in the valuations of the decedent's stock. B. Complete copies of financial statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent. E. List of officers, their salaries, bonuses and any other benefits received from the corporation. F. Statement of dividends paid each year. List those declared and unpaid. G. An}/other information relatin~ to the valuation of the decedent's stock. REV-1506 EX + (g-00)) " SCHEDULE C-2 PARTNERSHIP COMMONWEALTH OF PENNSYLVANIA INFORMATION REPORT INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 1. Name of Partnership Date Business Commenced Address Business Reporting Year City State Zip Code 2. Federal Employee I.D. Number 3. Type of Business Product/Service 4. Decedent was a LJ General L~ Limited partner. If decedent was a limited partner, provide initial investment 5. PERCENT OF PERCENT OF BALANCE OF PARTNER NAME INCOME OWNERSHIP CAPITAL ACCOUNT A. B. C. D. 6. Value of the decedent's interest 7. Was the Partnership indebted to the decedent? O Yes r~ No if yes, provide the amount of the indebtedness 8. Was there life insurance payable to the partnership upon the death of the decedent? E~] Yes [~] No If yes, Cash Surrender Value Net proceeds payable Owner of the policy 9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was prior to 12-31- 82? [~] Yes r~ No if yes, E~] Transfer N Sale Percentage transferred/sold Transferee or Purchaser Consideration Date Attach a separate sheet for additional transfers and/or sales 10. Was there a wdtten partnership agreement in effect at the time of the decedent's death? r~ Yes No If yes, provide a copy of the agreement. 11. Was the decedents partnership interest sold? r~ Yes No if yes, provide a copy of the agreement of sale, etc. 12. Was the partnership dissolved or liquidated after the decedent's death? E~] Yes [~] No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 13. Was the decedent related to any of the partners? E~ Yes E~ No If yes, explain 14. Did the partnership have an interest in other corporations or partnerships? U Yes U No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest A. Detailed calculations used in the valuations of the decedent's partnership interest. B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding years. C. If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. Any other information relating to the valuation of the partnership interest. REV-1507. EX + (1-97){1~ SCHEDULE D COMMONW~-T. OFPEN.S¥.V^N,^ MORTGAGES & NOTES 'N.ER,T^.CE T*X R~rU.. RESIDENT DECEDENT RECEIVABLE ESTATE OF FILE NUMBER All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, NONE TOTAL (Also enter on line 4, Recapitulation) $0.00 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97)(1) SCHEDULE E COMMONWEALTHiNHERiTANcEOFTAxPENNSYLVANIARETURN CASH, BANK DEPOSITS, & MISC. RESidENT OECEDENT PERSONAL PROPERTY ESTATE OF GLESSNER, RICHARD B. FILE NUMBER 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 NUMBER DESCRIPTION OF DEATH 1. CARLISLE MECHANICAL & WELDING INC. $230.89 2. CORNERSTONE FEDERAL CREDIT UNION SAVINGS $667.50 3. CORNERSTONE FEDERAL CREDIT UNION CERTIFICATE $2,209.57 4. ADAMS ELECTRIC COOP.#36083 $7.96 5. STATEFARM INSURANCE, CLAIM NO. 38K056351 REFUND $500.01 6 PROCEEDS FROM SALE OF COMPUTER $250.00 7. 1999 NISSON ALTIMA $10,676.00 TOTAL (Also enter on line 5, Recapitulation) $14,541.92 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (1-g7)(1,) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA ,..ER,TANCE T~x.~ruR. JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF GLESSNER, RICHARD B. FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. IVAN GLESSNER 213 GLESSNER ROAD, BOSWELL, PA 15531 BROTHER JOINTLY-OWNED PROPERTY: L~- ~ ~ Icl~DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 10/7/99 FARM - SEE ATTACHED DEED AND APPRAISAL $100,000.001 50.0% $50,000.0(] % INTEREST IN 134,741 ACRES, 213 GLESSNER ROAD, JENNER TWP. SOMERSET COUNTY, PA - DB 1463, P 474, WITH JOINT RIGHTS OF SURVIVORSHIP TOTAL (Also enter on line 6, Recapitulation)i $50,000.00 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (1-97)(1} SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY % OF DECD'S TAXABLE INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH INTEREST EXCLUSION VALUE NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE, VALUE OF ASSET (IF APPLICABLE 1. NONE TOTAL (Also enter on line 7, Recapitulation) $0.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (1-97)(1) COMMO.' E^' 'N OF PENNS¥, V^N,^ SCHEDULE H ~NHERIT^NCE TAX RETURN FUNERAL EXPENSES & RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF GLESSNER, RICHARD B. FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. BURIAL LOT (paid for by Administrator) $300.00 2. HOFFMAN-ROTH FUNERAL HOME $5,995.44 B. ~,DMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) FRANCIS GLESSNER WAIVED Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 6 ANNEDALE DRIVE City CARLISLE State PA Zip 17013 Year(s) Commission Paid: 2. Attorney Fees RUBY D. WEEKS, ESQUIRE $1,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees THE SENTINEL $85.01, CUMBERLAND LAW JOURNAL $75.00, REG. OF WILL $168.00 $328.01 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Aisc enter on line 9, Recapitulation) $8,123.45 (If more space is needed, insert additional sheets of the same size) REV-1512 EX * (1-97)(1) SCHEDULE I COMMONWE^LTH Or PENNS¥'VAN~^ DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES~ & LIENS ESTATE OF GLESSNER, RICHARD B. FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. PHILIP D. CAREY, MD (paid by Administrator) AMOUNT $20.00 2. CARLISLE REGIONAL MEDICAL CENTER 3. CENTRAL PENN MEDICAL EMERGENCY GROUP $25.00 $500.00 4. NORTH STAR, S. DISTRICT - PERSONAL TAXES; 2001, 2002 $60.50 5. CORNERSTONE FEDERAL CREDIT UNION - LOAN FOR AUTOMOBILE (SECURED DEBT - BANK APPLIED ACCOUNT BALANCE TO LOAN) $10,650.99 6. CORNERSTONE FEDERAL CREDIT UNION - VISA (ACCRUED DEBT - BANK APPLIED ACCOUNT BALANCE TO LOAN $1,961.38 7. STATE OF MONTANA - CHILD SUPPORT 8. ADAMS ELECTRIC (CO. APPLIED ACCOUNT BALANCE TO DEBT) $16,521.68 9. CAPITAL ONE (5570-0921-2347-3635) K-MART DEBT $88.43 10. DISH NETWORK (8255-90-939-2578438) $286.33 11. WALMART CHARGE CARD (6032 2031 3096 1161) $43.45 12. SPRINT (717-776-7488-095) $338.67 13. ATT WIRELESS (015900002201168925) $106.50 14. YELKOVICH & FLOWER, ATTORNEYS $202.77 $250.00 TOTAL (Also enter on line 10, Recapitulation $31,055.70 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-007) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GLESSNER, RICHARD B. FILE NUMBER RELATIONSHIP TO DECEDENT I AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE k TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. MATTHEW S. GLESSNER SON ½ INTEREST IN 6 ANNADALE DRIVE CARLISLE, PA 17013 BALANCE OF ESTATE 2. DAVID PAUL GLESSNER SON ½ INTEREST IN P.O. BOX 312 ALBERTON, MT. 59820 BALANCE OF ESTATE 3. IVAN GLESSNER BROTHER ½ INTEREST 213 GLESSNER ROAD BOSWELL, PA 15531-2316 IN FARM BY RIGHT OF SURVIVORSHIP :_NTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. ~ONE ES. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. NONE TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $0.00 (If more space is needed, insert additional sheets of the same size) REV-1514EX + (1-97) (I) SCHEDULE K COMMONW~_TN OF PENNSV,V^N,A LIFE ESTATE, ANNUITY WA INHERITANCE TAX RETURN RESIDENT DECEDENT & TERMCERTAIN (Check Box 4 on Rev-1500 Cover Sheet) i ESTATE OF FILE NUMBER This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5 -1-89. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. U Will ~] Intervivos Deed of Trust r-~ other LIFE ESTATE INTEREST CALCULATION NAME(S) OF NEAREST AGE AT TERM OF YEARS LIFE ESTATE LIFE TENANT(S) DATE OF BIRTH DATE OF DEATH IS PAYABLE Life or I Term of Years Life or Term of Years__ Life or Term of Years__ Life or Term of Years___ ~ wo~ .... ~ ~""'~ ~'om '""=~' ':~3 estate is payable 2. Actuarial factor per appropriate table Interest table rate - [~3 1/2% F'-]6% r'-~10% E~ VadableRate 3. Value of life estate (Line 1 multiplied by Line 2) $0.00 ANNUITY INTEREST CALCULATION NAME(S) OF NEAREST AGE AT TERM OF YEARS ANNUITANT(S) DATE OF BIRTH DATE OF DEATH ANNUITY IS PAYABLE Life or Term of Yeam.~ Life or Term of Years__ Life or Term of Years__ Life or Term of Yearn.__ ~/~ .... ~ ~'""~ ~'om '"~'"~' annuity is payable 2. Check appropriate block below and enter corresponding (number) Frequency of payout [~] Weekly (52) ~ Bi-Weekly (26) ~ Monthly (12) D Quarterly (4)E~] Semi-annually (2)~Lj Annually (1) L_jI--'I Other 0 3. Amount of payment per period 4. Aggregate annual payment, Line 2 multiplied by Line 3 $0.00 5. Annuity Factor (see instructions) Interest table rate E~31/2°/o E~6% r~10% ~ Variable Rate 6. Adjustment Factor (see instructions) 7. Value of annuity - If using 3 ¼%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 If using variable rate and period payout is at beginning of period calculation is: (Line 4 x Line 5 x Line 6) + Line 3 NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16, and 17. (If more space is needed, insert additional sheets of the same size) REV-1647EX + (9-00) COMMONWEALTH OF PENNSYLVANIA SCHEDULE M INHERITANCE TAX RETURN FUTURE INTEREST COMPROMISE RESIDENT DECEDENT (Check Box 4a on Rev-1500 Cover Sheet) ESTATE OF FILE NUMBER This schedule is appropriate only for estates of decedents dying after December 12, 1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return. D Will D Trust D Other I. Beneficiaries NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO NEAREST BIRTHDAY 1. 2. 3. 4. 5. II. For decedents dying on or after July 1, 1994, if a surviving spouse exemised or intends to exercise a right of withdrawal within 9 months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal right. N Unlimited N Limited dght of withdrawal right of withdrawal III. Explanation of Compromise Offer: NONE IV. Summary of Compromise Offer: 1. Amount of Future Interest 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) 3. Value of Line 1 passing to spouse at appropriate tax rate Check One [] 6%, I~ 3%, ~']0% (also include as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 Taxable at lineal interest Check One r--] 6%, r~ 4.5% (also include as part of total shown on Line 16 of Cover Sheet) 5. Value of Line I Taxable at sibling rate (12%) (also include as part of total shown on Line 17 of Cover Sheet) 6. Value of Line 1taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) $0.00 (If more space is needed, insert additional sheets of the same size SCHEDULE N COMMONWEALTH OF PENNSYLVANIA SPOUSAL POVERTY CREDIT INHERITANCE TAX DIVISION (AVAILABLE FOR DATES OF DEATH 01/91/92 TO 12/31/94) ESTATE OF FILE NUMBER This schedule must be completed and filed if you checked the spousal poverty credit box on the cover sheet. PART 1- CALCUEATION oF GROSs ESTATE 1. Taxable Assets total from line 8 (cover sheet) $64,541.92 2. Insurance Proceeds on Life of Decedent 3. Retirement Benefits 4. Joint Assets with Spouse 5. PA Lottery Winnings 6a. Other Nontaxable Assets: List (Attach schedule if necessary) 6. SUBTOTAL (Lines 6a, b, c, d) 7. Total Gross Assets (Add lines 1 thru 6) $0.00 8. Total Actual Liabilities $64,541.92 9. Net Value of Estate (Subtract line 8 from line 7) $64,541.92 If line 9 is greater than $20,000-STOP. The estat is not eligible to claim the credit. If not, continue to Part I1. PART II -CAI. CI TaX R~tb~ Income: 1. TAX YEAR: 2, TAX YEAR: 3. TAX YEAR: a. Spouse la. 2a. 3a. b. Decedent 1 b. 2b. 3b. c. Joint lc. 2c. 3c. d. Tax Exempt Income ld. 2d. 3d. e. Other Income not listed above le. 2e. 3e. ,f. Total lf. $0.00 2f. $0.00 3f. $0.00 4. Average Joint Exemption Income Calculation 4a. Add Joint Exemption Income from above: (lf) $0.00 +(2f) $0.00 + (3f) $0.00 = $0.00 /3 4b. Average Joint Exemption Income = $0.00 If line 4(b) is greater than $40,000 - STOP. The estate is not eligible to claim the credit. If not, continue the Part III. PART III- CALCU~TI~:OF';s~U~AI POVE~ CitED T~ RESiDEN~N~i~~jS~.E~A~;..~: 1. Insert amount of taxable transfers to spouse or $100,000, whichever is less ~ ' ' 2. Multiply bycredit percentage (see instructions) J 2. J 3. This is the amount of the Resident Spousal Povery Credit. Inc ude this figure in the calculation of total credits on line 18 of the cover sheet. J 3. I $0.00 4. For Nonresidents, enter the ratio of the decedent's gross estate in PA to the value of the decedenrs gross estate 5. Multiply line 3 by line 4 and enter the total here. This is the amount of the Nonresident Spousal I J Poverty Credit. Include this figure in the calculation of total credits on line 18 of the cover sheet. J 5. I $0.00 REV-1649EX + (1-97) (Ii SCHEDULE O COMMONWEALTHiNHERiTANcEOFTAxPENNSYLVANIARETURN ELECTION UN DER SEC. 9113(A) RES'OE~ OECE[~ENT (SPOUSAL DISTRIBUTIONS) ESTATE OF FILE NUMBER Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Trust (marital, residual A, B, By-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule O, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule O, then the transferor*s personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule O, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113 (A)trust or similar arrangement. Description Value NONE Part A Total $0.00 PART B: Enter the description and value of ail interests included in Part A for which the Section 9113 (A) election to tax is being made. Description Value Part B Total $0.00 (If more space is needed, insert additional sheets of the same size) Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/10/2004 GLESSNER FRANCIS I 6 ANNEDALE DRIVE CARLISLE, PA 17013 RE: Estate of GLESSNER RICHARD B File Number: 2003-00048 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 12/27/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STP-ASBAUGH REGISTER OF WILLS cc: File Counsel Judge COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDU~t{TA)(J;S;' INHERITANCE TAX DIVISIOIf-'.'j." .. PO BOX Z8D6Dl HARRISBURG PA 171Z8-D6Dl' NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP 112-D4) -', I j ii- <} ....t DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-21-2005 GLESSNER 12-27-2002 21 03-0048 CUMBERLAND 101 RICHARD B f ,: :...';' .:~, . .,' ,', :, RUBY D WIf'EksESQ R D WEEKS LAW OFFICE 10 W HIGH ST CARLISLE PA 17013 Allount Rellitted 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 ~ RE-V'=r!1i"'-EX-AFP-CBr=6'!'l--NOTI-CE--DF-iNHEiYfANCE-'T-AX-APPRAISEM€N'~--Ai:t'b1lANCE-OR------------- - --. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GLESSNER RICHARD B FILE NO. 21 03-0048 ACN 101 DATE 02-21-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 14.541.93 50.000.00 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 64,541.93 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax (9) (10) 8,123.45 31.055.70 (11) (12) (13) (14) 39.]79 15 25,362.78 .00 25,362.78 (Schedule J) I~ an assessmen~ was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will re~lec~ ~igures ~ha~ include ~he ~o~al o~ ALL re~urns assessed ~o da~e. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: .00 X .00 X 25,362.78 X .00 X 00 = 045 = 12 = 15 = (19)= .00 .00 3,043.53 .00 3,043.53 ~ TAX CREDITS: ..----. . (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-17-2004 CD004398 .00 358.07 09-17-2004 CD004397 126.99- 3,043.53 TOTAL TAX CREDIT 3,274.61 BALANCE OF TAX DUE 231.o8CR INTEREST AND PEN. .00 TOTAL DUE 231.o8CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE 'A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/15/2005 WEEKS RUBY D 10 W HIGH STREET CARLISLE, PA 17013 RE: Estate of GLESSNER RICHARD B File Number: 2003-00048 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/27/2005 Your prompt attention to this matter will be appreciated. Thank You. r~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Register of Wills of Cum her land County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Richard B. Glessner Date of Death: December 27, 2002 Estate No.: 2003-00048 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: I. State whether ad~tration of the estate is complete: Yes 0 No.~ 2. If the answer is No, state when the personal representative reasona~lr believes t~at the administration will be complete: January 2006 (Paml y Servlce Agreement) 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infomlally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or infomlal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 11 /1 6 /05 \-L. '. \ ~, . I' ,/. I ./1..../ i./~_____'~ ("J Signature Ruby D. Weeks, Esquire Name Ten West High street, Carlisle, PA 11.~13 Address 717-243-1294 Telephone l'~o. Capacity: o Personal Representative l8rCounsel for personal representative \r~; Cumberland County - Register or Wl~~S One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 WEEKS RUBY D CUMBERLAND CO CHILDREN SERV 10 W HIGH STREET CARLISLE, PA 17013 RE: Estate of GLESSNER RICHARD B File Number: 2003-00048 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 12/27/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ --~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) cd Cumberland County - Reglster ur Wl~~S One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 12/13/2006 GLESSNER FRANCIS I 6 ANNEDALE DRIVE CARLISLE, PA 17013 RE: Estate of GLESSNER RICHARD B File Number: 2003-00048 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 12/27/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, "~55~~ - . f Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel r) . Complete items 1, 2, and 3. Also complete Item 4 if Restricted Delivery Is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: GLESSNER FRA''JCIS I 6 A-NNSDALE D.'UVE Cl'-,.RLISY-,E PA 1 70~.3 2. Article Number (rransfer from service 18be1) PS Form 3811. February 2004 ~J 3. Service Type o Certified Mail 0 Express Mall o Registered 0 Return Receipt for Merchandise o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) 0 Yes 7005 0390 0003 2638 9371 Domestic Return Receipt UNITED STATES POSTAL SERVICE J III t~""'''~ ,1"'~. ';::,~,~.~.t:~ :t~,' 1. ~,,~~i . r ~r J' II t::;. iVj ''I!. t .._ n J'!... .. ~. "., "J: ,. l.O! ~~,.}~:'t~~l ::,;B~_J'Ft,(3 ....",-1 "j ff .t.,'j. '-::"",,"'1''Y · Sender: Please print your name, address, 'arid ZIP+4 in~is box. 03. Ot}t8' O-~ -1. Z. .' , Glenda Farner Strasbaugh {I:- . . "."," Register of Wills & Clerk of the " ~ .,: .. Orphans' Court >' .. One Courthouse Square ".. CarlisI.: PA J 7013 .~2 Ill/III" 111I II/I"II,,1I1I.1I1,.II,~.: 1I1,I,IIII"III,,"1l11 SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article AddTd to: wee \~ ~RubLt 1) IC\ vJ f-\, 9h ~+- C\ \ Pfl /lor~ (if \ So e 2. Article Number (Transfer from service label) PS Form 3811, February 2004 COMPLETE THIS SECTION ON DELIVERY D. Is del~ differe If YES, ~~Iivery addPIss below:: -;"''''i-C) Z I , ,C:--: I . ,.'.~ rn ;c;-S~~ , ,<"\ C.-) " -0 -',,~ 3. ~rice 1'ype'j5 ( !", JQJ:;ertified:.Miid 0 Ex~ Mail- '." " o Regist~fild 0 Re~ Receipt for Merchandise o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) 0 Yes 7005 0390 0003 2638 9395 102595-02-M-1540 t Domestic Return Receipt UNITED STATES ~~'M.IjR..:G PA l~j'lll __. ~ :10 .~~\\ 2007 P~.1 J hlu~){ .... · Sender.: Please ~rip. t your name, address, and ZIP+4 i~. is box · 02>- ()D~~ QL~ Glenda Farner Strasbaugh Register 0'1' and Clerk of Orphans' Court County of Cumberland One Courthouse Square Carlisle, P A 17013 :':.C:(;2 L II lilll,1l11l111f \\ IlILIII\ llliLIl L illl\,\ I il1\,11l1 Ii III DEe ~ 7 20064 IN RE: ESTATE OF GLESSNER RICHARD B ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00048 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: GLESSNER FRANCIS I Counsel for Personal Representative: WEEKS RUBY D Date of Decedent's Death: 12/27/2002 Date of Delinquency Notice: 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 COUli Orphans' Court Rules was given on the above date 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: 12/27/2006 ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled March 12. 2007 at l1AM .....--'" in COUl1~'oom No.2. If the Status Report is filed prior to t~e.~earing d~~th~l!~ will automatlcally be cancelled. \ r ' / ' .r / / \~, ';~....../ _,,1/ ':. ,/' '\ 'a." ';,,' '../,..,. '.<"", ___"/"",,r ., ~.,; 'J'! '. ~;- ;.. /' oj ~...,..,.-\.. '~'~:/,~\ Edgar B. Bayley, J. \ flEe J 1 20DSA IN RE: ESTATE OF GLESSNER RICHARD B ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00048 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: GLESSNER FRANCIS I Counsel for Personal Representative: WEEKS RUBY D Date of Decedent's Death: 12/27/2002 Date of Delinquency Notice: 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 on the above date 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: 12/27/2006 ~~~ '~' Glenda Farner Strasbaugh Clerk of the Orphans' Court Distlibution: Personal Representative Counsel for Personal Representative Estate File A heming is scheduled March 12. 2007 (tV, Ham in Courtroom NO.2. lfthe Status Report is filed prior to the h~aring--d,ate, the hearing will automatically be cancelled. /""/ )f'~~ : C ~: _,-' ~ {i/ .I '. ,~/ . /, // ""'.....r--v__.t""'t ,i,/;,./'" __ ,..,r Edgar B:B'<rV'1e"y'---;"'r /" k.. ....-'. v\ .:e:' ._ I...&.J \ ", u.s. Postal ServiceTM CERTIFIED MAllrM RECEIPT (Domestic Mall Only; No Insurance Coverage PrOVided) .::r- ITI CI Lrl ["- CI .::r- ["- Postage $ 03- o()~8 to, I "2 \-\(t...n "q L -tv-' Postmark Here Certified Fee ru CI Return Receipt Fee g (Endorsement Required) Restricted Delivery Fee CI (Endorsement Required) -D l"- T",,*...I D.....,...,t"'........ fl. t=""",,,,, <t:. ru \ \ ''-D ) 61 ,:O'...:r.riiiW<!:!II""~".l!"~..r.."". j '''''''..~,."~,_..,-".,,...~ -D r GLESSNER FRANCIS I g 6 ANNEDALE DRIVE ["- I CARL ISLE PAl 7 0 13 u.s. Postal ServiceTM CERTIFIED MAILTM RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) ["- ru CI Lrl ["- CI .::r- ["- Postage $ Le \ 2. \~eo..r '''''I dr 1\_1.\01 Postmark Here Certified Fee ru CI Return Receipt Fee g (Endorsement Required) Restricted Delivery Fee CI (Endorsement Required) -D f'- Trlt>:ll D""t~...- 1:1 .-_ _ It'- ru -D [WEEKS RUBY D C1CUMBERLAND CO CHILDREN CI ' I"- '10 W HIGH STREET 'CARLISLE PA 17013 03-00Y;~ SERV :., . - '1. ~ <I> 02: CD 0 .... 0 2 ('0 (j ... CD 0) II! g ~ ~ "a ~.g ~ :i 'ffi 8l!!CDoE .1);.s:; >- CD ~~~.s-5 . <(.!a ~"E '0 ,lg (')~eBt5E -c"~-c~jg~ ~g)al~ CD 2l C\lc-c....=as ~ia.a.9~ .s UlOCD~n:t:: "tJ E.cEc<:.... 4) CDtiasasBc l3 ~CDI::~Ul,g I!! S!;:!:i;::2CD "tJ !:; g,tij::;;= ~ EE"E=~:S ~ 8~itg~l5 ~ . ... ...: ,:"1 r'-j U1k1o H :> ['_ S;I--;:-j 0' . r:r ;;2CJ fI,k1~ ~o., 0::;"-l;k1 [r~ CJ 1--1 :2: fi4 (f) [2EgH EEK4~ CJ 'D (i III '6 t: '" e ~ (]) ~ 0 .E Q. 'iii .~ l::!:~ci 1 ~d a: d ~ ODD lY. 'iii 'iii j ~::!: ~:::!: ~ 8~]ii ~ "~l~ I cJ5~D 0 a: ~. ::E '" 0 ,;, Ol on t\I ~ .:r- FT1 CJ U1 r'- CJ .:r- r'- ru E. CJ Oiii CJ ~ CJ t: CJ 5 ..11 1ii a: r'- 0 ru 'til (]) ..11 E CJ 8 CJ r'- c; 0 I C\l ~ !i 2 .c If ..... ~~ ..... co ~~ (t) E t~ l5 u. ~ en a.. <'i ~ (') tJ (.: =: - - - - =-8 (')o(')~ ~ i=l 0 (1) Cl ~(1)cCJO(O ~ (') i=l (j;' ::l ~(1)O~(tg. '"'Ijg.o...."Tj ;:t>::r>-+'os:>J o (')>-+'3 ~ ~S ~ ~ ......C/)g"(j;"'~ W..o .... s:>J .... C ~::l 1;; s:>J::lo...o-' @ 0... (') s:>J ........C (1)CJO *::r' o ......, " ,0 lni'~r:'", ,,~; "")0 ,"\1"'1. 'dii) /1'"_ " ~ .... I '; r- .::JU \:'1' " /i( :1l:) ::l en :Z !/d (') , i 6 I ,IV 0 i rgJ.OG iJ eLl ' )' ' ,. ,-' _ /1; '........,~ Olrl""] 1...J.......'.i,i- ...... Q) ::J a. {! - =r Cij" CT o x . . en CD ::J a. o~ ():J-o 1- om :t;~ 0<[ ::J - c z ~ o en >1 -RJ .... :~ .D ,r~ ~~ t~ ~ ~~ (h t..;r [j 1:1 ~) ;~~ !'l 8 .J ~ c: .., ::J Q) 3 ~CD Q) a. a. @ CIl .CIl 'oJ ",":':t "U }:;t 1.:-1 . Complete items 1, 2, and 3. Also complete item 4 If Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: WEEKS RUBY D CUi'<1BERLAND CO CHI LDREN 10 WElGE STREET CARr;\'t.pLE PA 17013 C. Date of Delivery ~-~ D. Is delivery aqdress different from item 1? 0 If YES, enter delivery address below: 0 No SER\lf 3. ScJvlce Type gCertilied Mail 0 Express Mail o RegIstered 0 Return Receipt for MerchandIse o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) 2. Artlcfe Number (Transfer from service label) PS Form 3811, February 2004 7006 2760 0002 7407 5027 Domestic Return Receipt UNITED 5TA::~::; :: ~t II '".. , · Sender: Please print your name, address, and ZIP+4 In this box · ':\3 -DbL\tm ~ Glenda Farner Strasbauglinnn';,.:"" .'. \IiJ '-'\J ....., ..-/-,., Ii f Register of Wills and Clerk~JJ~~jf~~Q:ourt County of Cumberland - One Courthouse S~da~ I tJV ry2 Carlisle, PA 17013 N~r LOOZ ;:. C; ;) 2 \111 i 1111111 i 1I1I11 i \11111111\1111\ 11111 i II HI il III \ 1I11I1 illl STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ql C!1. A.r ~ 'ts ~I e c:.sn e ( Date of Death: 1~-;2.7-o:'< Will No.: Admin. No.: ~ 1@3 - Do t.j r; Pursuant to Rule 6.12 of the Supreme Court Orphans' COUli Rules, I repOli 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 0 2. lithe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lithe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X. NoD b. The separate Orphans' Comi 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 .EJ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~o7 l"- N C/I ~~~ Signature I Huby D. Weeks, Esquire PO. Box 397 Carlisle. PA 11013 Telephone 243= 1294 "'"'.:...- <C Name I en :i~ LLJ L' .Ll- 6= ';:: r-- c) = ..:::::;:: C'..J Address Telephone No. Capacity: n Personal Representative Wl Counsel for "personal representative "\ i