HomeMy WebLinkAbout03-0948PETITION FOR GRANT OF LETTERS
Estate of AILIE OTT PROCTOR
also known as AILIE M. PROCTOR
, Deceased Social Security No. 196-14-4765
ANNA M. BERT~ BESSIE M. GARDNER~ TAMMY F. HOOVER~ MERLE E. VARNER
Petitioner(s), who is/are 18 years of age or older, apply)les) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ORS
~-~ Decedent, dated 5/9/89
and codicil(s) dated
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: per, de,~[~ lite, durante absentia; durante minodtate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal
residence at 25 BROAD STREET, SHIPPENSBURG, SOUTHAMPTON TWP, PENNSYLVANIA 17257
(list street, number and municipality)
Decedent, then 79 years of age, died NOVEMBER 6 ,2003 , at CARLISLE REG. MED. CTR.
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property ......................................... $
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $,
Total ..................................................................................................................... $
Real Estate situated as follows: 25 BROAD STREET~ SHIPPENSBURG, PA 17257
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Typed or printed name and residence
11000.00
50~000.00
51,000.00
Signature
ANNA M. BERT, 8724 PINEVILLE RD. SHIPPENSBURG PA
/'~-/',~4~'BESSlE M. GARDNER, N/K/A BESSIE M. JONES
/
1617 WESTOVER RD~ SHIPPENSBURG, PA
ITAMMY F. HOOVER, 42J-THREE SQUARE HOLLOW RD
]NEWBURG~ PA
'"7-/-7 7 .- '7
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(s) above-named swear(s) and afffirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administel: the estate according to law. _/
Sworn to and affirmed and subscribed ./~:i ~, ,,i.-~ ~.m~J' .~v/[,~, 2~'?Z/?.,~ .
ANNA M BERT, TAMMY F. HOOVER
before me this 14 day of
NOVEMBER, 2003 , ~
Donna M.Otto, 1st Deputy
DECREE OF REGISTER
Estate of AILIE OTT PRQCTQR
also known as AILIE M. PROCTOR
Social Security No: 196-14-4765
AND Now, NOVEMBER 17th
~)~,~ n?.. ~,,:~.~_¢.¢w_~u ~.<~,~'~ .~. ?~.aJ
BESSIE M. GARDNER, N/K/A BESSIE M. JONES
MERLE E, VARNER, NK/A MERRILL E. VARNER
Deceased No. 21-2003-948
Date of Death: 1116103
2003 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters Iii Testamentary F1 of Administration ((c.t.a., d.b.n.c.t; pendente lite; durante absentia; durante minoriate)
are hereby granted toANNA M. BERT, TAMMY F. HOOVER, BESSIE M. GARDNER N/K/A BESSIE M. JONES, AND
MERLE E. VARNER NK/A MERRILL E. VARNER
in the above estate and that the instrument(s), if any, dated MAY 9~ 1989
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters .................................... $
Short Certificates(s) ..2. ............ $
Renunciation .......................... $
Extra Pages( i ) ...............
I.T.R .......................................
JCP Fee .................................
Inventory ................................
Other ......................................
80.00
6.00
$ 3.00
$
$
$ 10.00
TOTAL ............................. $ 99,00
Mailed Letters to Attorney on 11/17/2003
Donna M.Otto, 1st Deputy
Signature
Attor~e~i SALLY ]J.. ~V~ND ,!~
I.D. No: 24705
Address: 9974 MOLLY PITCHER HWY
SHIPPENSBURG PA 17257
Telephone: 717 532 9476
DATE FILED: 11/14/03
Continuation of Petition for Grant of Letters
AILIE OTT PROCTOR
Page 1
List Petitioner(s) Requesting the Probate of the Last Will...
21-2003-948
Signature
Typed or printed name and residence
IMERLE E. VARNER, NKJA MERRILL E. VARNER
13202 FERNWOOD RD~ SHIPPENSBURG~ PA
tl05.805 REV 5//86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9450570
No.
Date
H105.143 R~.,
TYPE/PRIN'(
PERMANENT
BLACK INK
,. AILIE M. PROCTOR
AGE (Last 8~t~ey) [ UNDER 1 YEAR
79 ¥,,.
Cumberland
DECEDENT'S USUAL OCCU INg'K)N ! KIND OF BUSINESS;INDUSTRY
Seamstress Clothing Factory
25 Bt.od Street
Shippensburcj, PA
17257
Frank Ott
Anna M. Bert
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
,.Female ,. 196 -- 14 -- 4765 4. November 6, 2003
:
; ,5/23/24 Cumb Ct PA /'~-~
' ~?- ' '
Carlisle ~arlisle Regional M~dical Center i,~.~R~.,, ,[ White
c~'s Pennsylvania
~l~ l;~ ~. ' tle.~ . i Southampton
~) ,m.~ C~erland
11~10/03
Verna Russell
8724 Pineville Road, Shippensburg, PA
17257
Southampton Twp.
2~c. Cleversburg Cemetery ,ld Cumberland Ct. ~PA
011776-L ~l~.~.-Rr~ek~r F.H.,Inc. ,P.O. Box 336, E~bg.,PA 17257
21-2003-948-
LAST WILL AND TESTAMENT
I, Ailie Ott Proctor, also as Ailie M. Proctor, of Southampton Township,
Cumberland County, Pennsylvania, declare this to be my Last Will and Testament
and revoke any will or codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses, including
my gravemarker and all expenses of my last illness, shall be paid from my
residuary estate as soon as practicable after my decease as a part of the
administration of my estate.
ITEM II: I give, devise and bequeath my real estate situate in
Southampton Township, Cumberland County, Pennsylvania, together with all
household furnishings, to my issue per stirpes, SUBJECT, HOWEVER, to the right
and license to occupy the same to my beloved husband, Theodore Proctor, for so
long as he may wish to occupy and remain at the residence. At such time as my
husband shall not reside at the residence in Southampton Township, Cumberland
County, Pennsylvania, whether he shall be living or shall have died, then, it
is my intention, that my children may liquidate such real estate and household
furnishing assets as my executor shall see fit.
ITEM III: I give, devise and bequeath all of the rest residue and
remainder of my estate of every nature and wheresoever situate to my four
children, Anna M. Bert, Bessie M. Gardner, Merle E. Varner, and Tammy F.
Hoover, their heirs and assigns, share and share alike.
ITEM IV: I appoint Anna M. Bert, Bessie M. Gardner, Merle E. Varner,
and Tammy F. Hoover co-executors of this my Last Will and Testament.
ITEM V: I direct that my executors or their successors shall not be
required to give bond for the faithful performance of their duties in any
jurisdiction.
and Testament, written on ~
May, 1989.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will
sheets of paper, dated this ~ day of
Ailie Ott Proctor
The preceding instrument, consisting of this and one other typewritten
page, each identified by the signature of the testatrix, Ailie Ott Proctor,
was on the day and date thereof signed, published and declared by Ailie Ott
Proctor, the testatrix herein named, as and for her Last Will, in the presence
of us, who, at her request, in her presence, and in the presence of each
other, have subscribed our names as witnesses hereto.
COMMONWEALTH OF PENNSYLVANIA:
:
COUNTY OF CUMBERLAND :
residing at '~ ~
SS
We, Ailie Ott Proctor, John McCrea III and Paula M. Reed, the testatrix
and the witnesses, respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the testatrix signed and executed the instrument as
her Last Will and Testament and that she signed willingly (or willingly
directed another person to sign for her), and that she executed it as her free
and voluntary act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed the will as
witnesses and that to the best of our knowledge, the testatrix was at that
time eighteen years or older, of sound mind and under no constraint or undue
influence.
Ailie Ott Proctor
Subscribed, sworn to and acknowledged,
by Ailie Ott Proctor, the testatrix
and sworn to before me by John McCrea III
Paula M. Reed, witnesses, this
day of May, 1989.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11~96)
CD 004188
BERT ANNA M
8724 PINEVILLE ROAD
SHIPPENSBURG, PA 17257
........ fold
ESTATE INFORMATION: SSN: 196-14-4765
FILE NUMBER: 2103-0948
DECEDENT NAME: PROCTOR AILIE OTT
DATE OF PAYMENT: 07/22/2004
POSTMARK DATE: 07/22/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1/06/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $2,432.11
REMARKS:
BERT ANNA M
TOTAL AMOUNT PAID:
$2,432.11
SEAL
CHECK//125
INITIALS: SK
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Glenda Farner Strasbaugh
Register of Wills &
Clerk of the Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esquire
Solicitor
OFFICES OF
One Courthouse Square
Carlisle, Pa. 17013
(717) 240-6345
FAX (717) 240-7797
Coun~ 0f Cumberlan~
TO: Sally J. Winder, Esquire
9974 Molly Pitcher Highway
Shippensburg, PA 17257
ESTATE OF: Alie Ott Proctor- 21-03-948
IN RE: Additional Probate
Date: July 22, 2004
The Probate fees on the above estate are $115.00. We have received $ 80.00 of that amount.
Please remit the balance due of $ 35.00 to the attention of Sue.
Thank you
COMMONWEALTH Of
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
Z
LU
UJ
<
UJ
0
c~
UJ
a~
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL
PROCTOR AILIE OTT
DATE OF DEATH (MM-DD-Year)
11/06/2003
REV-I$O0
INHERITANCE TAX RETURN
RESIBENT BECEBENT
IDATE OF BIRTH (MM-DD-Year)
05/23/1924
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
-FILE NUMBER
2 1 -0 3 0 9 4 8
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DIJPLICATE WITH THE
REGISTER OF WILLS
SOCIALSECURITYNUMBER
[~] 1. Original Return
E~] 4. Limited Estate
O6. Decedent Died Testate (Attach copyof Will)
E] 9. Litigation Proceeds Received
NAME
SALLY J. WINDER
FIRM NAME (If Applicable)
TELEPHONE NUMBER
717 532-9476
E~ 2. Supplemental Return
r-'] 4a, Future Interest Compromise (date of death aftsr 12-12-82)
E~7. Decedent Maintained a Living Trust (Attach copy of Trust)
[--'] 10. Spousal Poverty Credit (date of death between 12.31.91 and 1-1-95)
[~3. Remainder Return (dateofdeath priorto 12-13-82)
E~] 5. Federal Estate Tax Return Required
__ 8. Total Number of Safe Deposit Boxes
[--] 11. Election to tax under Sec. 9113(A) (A~ach Sch O)
COMPLETE MAILING ADDRESS
9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG
PA 17257
1. Ream Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3, Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
E~] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mo~age Liabilities, & Liens (Schedule I) (10)
11. Total Beductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
u-TO
(8)
(11)
9,910.47
599.77
64,567.02
10,510.24
54,056.78
54,056.78
(12)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
54,046.78 x
__ (15)
.045 (16) 2,432.11
17. Amount of Line 14 taxable at sibling rate
X .12 (17)
18, Amount of Line 14 taxable at collateral rate X .15 (18)
19. Tax Due (19) 2~432.11
I --""-I ~ ' 'Il A il ! A I~1 i *'~ I! ~ ! ~
20. · .......
Decedent's Complete Address:
STREET ADDRESS
25 BROAD STREET
CITY
SHIPPENSBURG
ISTATE PA
ziP
17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page t 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)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
2~432.11
2~432.11
2~432.11
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ........................................ [] []
c. retain a reversionary interest; or ...................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? .............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................................................................... [] []
3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? ................. [] []
4. Did decedent own an individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, des are that I have examined this retum, including accompanying schedules and =i~[e~;rants, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal ml~esentative s based on a i~fo~,~ation of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
SIGNATURE QF.-PREP/~RER OTHER 'I¥1AN,/REPRESENTATIVE f '
ADDRESS 9974 ~(~LY PITCHER HIGHWAY
SHIPPENSBURG
PA
17257
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. {}9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. {}9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. {}9116(1.2) [72 P.S. {}9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. {}9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-I~2EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECI~DENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
PROCTOR AILIE OTT 21 03 0948
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, ne~er 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
DESCRIPTION
REAL ESTATE IMPROVED WITH A MANUFACTURED HOME KNOWN AS 25 BROAD
ST, SHIPPENSBURG. CUMB CTY DEED 36-Y-466, TAX PARCEL 39-37-2092-063
SEE ATTACHED DEED COPY, SETTLEMENT SHEET, AND AGMT OF SALE
VALUEAT DATE
OF DEATH
62,500.00
TOTAL (Also enter on line 1, Recapitulation) $ 62,500.00
(If more space is needed, insert additional sheets of the same size)
TAX PARCEL NO. 39-3%2092-063
TtHS DEED
MADE THE ~ day of June, in the year of our Lord Two Thousand Four (2004).
BETWEEN
ANNA M. BERT, TAMMY F. HOOVER, MERRILL E. VARNER, AND BESSIE M. JONES~ Co-
Executors of the Estate of AILIE M. PROCTOR, of Shippensburg, Pennsylvania, hereinaf~r called
GRANTOR
JOAN L. GRESS~ single woman, of Shippensburg, Pennsylvania, hereinafter called
GRANTEE
WITNESSETH, that for and in consideration of the sum of Sixty-Two Thousand Five Hundred and
00/100 ($62,500.00) Dollars consideration, in hand paid, the receipt whereof is hereby acknowledged, the said
Grantors does hereby grant and convey, in fee simple, to the said Grantee, her heirs and assigns,
WHEREAS, the decedent, Ailie M. Proctor, having first made her Last Will and Testamem dated May 9,
1989, wherein she did duly appoint Anna M. Bert, Tammy F. Hoover, Merrill E. Vamer, and Bessie M. Jones in
Item IV of said Last Will and Testament, and
WHEREAS, in accordance with the terms of said Last Will and Testament of Ailie M. Proctor duly
probated in the Register of Wills Office in and for Cumberland County, Pennsylvania, Letters Testamentary were
issued appointing Anna M. Bert, Tammy F. Hoover, Merrill E. Varner, and Bessie M. Jones, Co-Executors oftbe
Estate of Ailie M. Proctor, November ! 7, 2003
ALL that certain tract of land with improvements situated thereon, in Southampton
Township, Cumberland County, Pennsylvania, more fully bounded and described as follows;
BEGINNING at a set railroad spike in the center line of Township Route 323, Broad
Street, said poim being at the Northwest comer of Lot 1 of the Subdivision listed below; thence
along Lot 1 South o degrees 12 minutes 52 West 80.16 feet to a set iron pin located at corner of
Lot 1 and lands now or formerly of Frank E. Stouffer; thence continuing along lands formerly of
Frank E. Stouffer North 89 degrees 47 minutes 08 seconds West 83.39 feet to a point in the
center of a creek known as Burd Run; thence through the centerline of Burd Run North 24
degrees 12 minutes 19 seconds West 27.53 feet to a point in the center of Burd Run; thence
continuing by the centerline ofBurd RunNorth 03 degrees 20 minutes 02 seconds West 55.20
feet to a Parker-Kahlon nail in the centerline of Township Route 323; thence along the centerline
of said roadway South 89 degrees 47 minutes 08 seconds East 98.29 feet to a set railroad spike,
the point and place of BEGINNING
CONTAINING 0.173 acre, more or less.
BEING all of Lot 2 of Subdivision plan by Steven P. Wolfe, R.S., for Jay L. Pyne dated
July 17,1992 and recorded in Cumberland County Plan Book 65, Page 17.
BEING the s~_me property which Jay L. Pyne and Dorothy J. Pyne, his wife, by deed dated
October 26, 1993, and recorded in Cmnberland County Recorder of Deeds Office Deed Book
Volume 36-Y Page 466 granted and conveyed to Ailie M. Proctor, single woman, who died
November 6, 2003.
AND the said Grantor covenants and agrees that she will warrant specially the property hereby conveyed.
IN WITNESS WHEREOF, said Grantors have hereunto set their hands and seals the day and year first
above written.
Signed, sealed and delivered
in the presence of.'
ESTATE OF AILIE M. PROCTOR
...(SE~L)
ANNA M. BERT, CO-EXECUTOR OF THE
ESTATE OF AILIE M. PROCTOR
_(SEAL)
TAMMY F. HOOVER, CO-EXECU'FOR OF THE
ESTATE OF AILIE M. PROCTOR
(sEAL)
MERRILL E. VARNER, CO-EXECOTOR OF THE
ESTATE OF AILIE M. PROCTOR
(SEAL)
BESSIE M. JONES, CO-EXECUTOR OF THE
ESTATE OF AILIE M. PROCTOR
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF :
: SS
ON this, the - day of June, 2004, before me, the undersigned officer, personally appeared Anna M.
Bert, Tammy F. Hoover, Merrill E. Yarner, and Bessie M. Jones, CoExecutors of the Estate of Ailie M. Proctor,
known to me to be the persons whose names are subscribed to the within inslrumenL and acknowledged that they
executed same for the pui~ses therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public
(SEAL)
I do hereby certify that the precise residence and complete post office address of the within named
Grantee(s) is:
Date:
Agent for Grantee
A. Settlement Statement
U.S. Department of Housing
and Urban Development ~
qr
OMB .,aq)pmval No. 2502-0265
JOAN L. GRESS
P.O. BOX 15
SHIPPENSBURG
25 BROAD STREET
SOUTHAMPTON TOWNSHIP
SHIPPENSBURG
B. Ty~ of Luen .............................
1. [] FHA 2. [] FmHA 3. [] Conv. Unins. e. FMNum~- 7 eoanNumber e. Mmtgagelns~anceCaseNum~
4. [] VA 5. [] Cony. Ins.
C. Note: This form is furnished to give you a statement of ac*ual settlement costs. Amounts paid to and by the settlement agent am shown. Items marked "(p.o.c.)' were paid outside dosing; they am shown here for informational puq)oses and not
.... incl _ud _ed in the_t_otels. ........
E..~.-- ~-. ~ a s~.ESTATE OF
AILIE M. PROCTOR ORRSTOWN BANK
P.O. BOX 250
25 BROAD STREET
PA 17257 S_HIPPENSBUR_G_ .PA 172.5_7_ _SH_IpP_~NSBURG _ PA 17257
, se,~.~,~o~ SALLY J. WINDER
eU~e of Sem~,~ .......... i.~0aa
PA 17257 ORRSTOWN BANK 6/14104
SHIPPENSBURG PA 17257 D~-~,~ Da.
J. Summary of Borrowel's Transactkm .K. Summary~ 8Mle¢$ Transacuon
100. Gross Amoum Due From ~ .... 400, _Gro~s Am~u___nt Due To ~eller
,0,. co.~-~ . 62~,500~00_ _~1. c~.=?.~ 6~,500100
102. pei'sonal propen'y ........ 402: _P___el~on~_Fope~y_
!o3. ~,s?mem~. __.~c~__r~s_to~ ~.~ _.L'~e!_4~o~) ........... 1.70~_=5_0- _4o3
m~. ....................... 4o4.
lO5. ___
'~_C~-- 6111104 ~o !2/3_11_04 .... 9~=_59 4~=._c~_u~xas 6~/11!04 to ! 2/3_1!04 ' 95.59
tO 407 County t~xes tO
107. County taxes
I08. Assessments to 408. ,~_~_ _,~,.ments to
112 _to . 412 to _
115. to .... 415.__ to
120. Gro~s Amount OueFrom Borrower 64,324.20 420. Om~sAmount Due To Sellm' 62,619'70
SUBSTITUTE FORM 1099 SELLER STATEMENT
The info~naUon c~xllained in Blocks E, G. H, and I and on #ne 401 (or, lin~ 403 and 404) is irnlx~[ant tax mf°mlab°~ and is being furnished to the Internal Revenue
Sen,,ice. #' you are required to lile a m{um. a negrtgence penalty or ~her sanctiou vail be imposed on Y°u if ais ~ ~ ~ to ~ ~ ~ ~ IRS ~
that i{ has not been refx~ed. #' this real estate is ~u~ P~'x:ipal residence, ~e From 2119, Sale o~ Exchange °t ~R~'~'~~
re~um; for o~er transactions, comple~ lhe a~plicable pints of Foo~ 4797, Foem 6232 and/or Schedule D, Fofm 1040). You am required to pem~e b~e Set~Mment Agent
subjec~ to civil o~ criminal penalties imposed by law- Under penaltMs of Pe~aY, I ce~fY that Ihe nu~ ~ ~ ~b ~ ~ ~ ~ ~ ~ num~'
(Sellers Signature)
ee3: ~rai~ Fee to O~RST-~N~B.~-K~ ............. ~50.00:
8o4: ~ Repot
200.00
~. FLOOD CERTIFICATION ORRSTOWN BANK .................... ~ ~ -
~2_. _Mo.~ge_~s ~._.pmmi__ ? ~x ....... ~_~ .....
1100. T~de C;~,?r~=~
11~: .T~ ~ ~ ...... to
..................... 200.00
~]~- ~ ~ SALLYJ. WINDER
........... ~ ........ 5.~
!~07:_~ ~ SALLY J. WINDER
............................... 3~.~
1109. Lenders ~ $
.1~. CFJMA SEWER BILL
........... 55.98
.......... ........ _ . * 1.50
1202. Citylcountytax/slam_p~_ ~ $ .. ~25_ 0~ ;M~g.~_ .._s .......... 6~2_._5.00_ 62_5_.0~_
13OO. A~;tk.~ ,al ~.{tteme~t C~
!30!. Su~y to
1302 Pest inspe~ion to
1400. Total Set~T=ii;. C;-,~, ~rn, (enter On lines 103, Section J a~l ~07., Section K)
1,704.50 739.66
CERTIFICATION
I. P I- '-' f// . / JO/~ L GRESS
REV-1508 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
PROCTOR AILIE OTT 21 03 0~)48
Include the proceeds of litigalJon 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
NUMBER
1.
VALUE AT DATE
DESCRIPTION OF DEATH
M&T BANK ACCT NO. 83376151, IN DECEDENT'S NAME, DATE OF DEATH BAL. 52.70
988 BUICK SKYLARK
JET PROCEEDS FROM SALE OF PERSONAL PROPERTY FEBRUARY 21, 2004
TOTAL (Also enter on line 5, Recapitulation)
150.00
1,864.32
2~067.02
(If more space is needed, insert additional sheets of the same size)
REV?511EX + (1-97) · ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
PROCTOR AILIE OTT
FILE NUMBER
21 03
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
1. FOGELSANGER-BRICKER FUNERAL HOME, INC., FUNERAL BILL
0948
AMOUNT
8.
9.
10.
11.
12.
13.
14.
15.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Secudty Number(s) / EIN Number of Pemonal Representative(s)
Street Address
Cit7 State
Year(s) Commission Paid:
Attorney Fees SALLY J. WINDER
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees LETTERS TESTAMENTARY, FILING DEBTS & DEDUCTIONS
Accountant's Fees
Tax Retum Preparer's Fees
2004 CTY & TWP REAL ESTATE TAXES
REAL ESTATE TRANSFER TAX
RECORDER OF DEEDS, RECORDING COST AND NOTARY FEE
CFJMA, FINAL SEWER BILL
BOROUGH OF SHIPPENSBURG, FINAL WATER BILL
PENELEC, FINAL ELECTRIC BILL
ERIE INSURANCE CO., HOMEOWNERS INSURANCE
SPRINT, TELEPHONE BILL
TOTAL (Also enter on line 9, Recapitulation)
5,611.40
3,125.00
114.00
177.34
625.00
46.50
12.18
55.98
17.59
92.00
33.48
9~910.47
(If more space is needed, insert additional sheets of the same size)
I;~V~1512 EX + (1-97)' ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES,& LIENS
ESTATE OF FILE NUMBER
PROCTOR AILIE OTT 21 03 0948
Include unreimbursed medical expenses.
ITEM
NUMBER
10.
11.
12
13.
14.
DESCRIPTION
ADAMS ELECTRIC, 11/03 BILLING
CFJMA, SEWER BILLING 11/03, 10/03
COMCAST CABLE COMMUNICATIONS, FINAL BILLING
ADAMS ELECTRIC COOPERATIVE, DECEMBER BILLING
CFJMA, SEWER BILLING DECEMBER
BOROUGH OF SHIPPENSBURG, WATER BILL FOR THIRD QUARTER 2003
SPRINT, DECEMBER BILLING
ADAMS ELECTRIC COOPERATIVE, JANUARY BILLING
CFJMA JANUARY BILLING
ADAMS ELECTRIC, FEBRUARY BILLING
CFJMA, MARCH, APRIL, MAY, JUNE BILLING
BOROUGH OF SHIPPENSBURG, WATER BILL
ROBERT BODEN, FIX COMMODE
ADAMS ELECTRIC COOOPERATIVE, APRIL AND MAY BILLING
ERIE INSURANCE COMPANY, BALANCE OF HOMEOWNERS PREMIUM
AMOUNT
33.25
54.6O
23.80
37.65
27.30
35.98
3.27
25.33
27.30
34.13
109.20
35.98
26.21
49.77
76.00
599.77
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV? 513 EX +
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
PRQCTOR AILIE OTT
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a)(1.2)]
ANNA M. BERT
8724 PINEVILLE ROAD
SHIPPENSBURG, PA 17257
BESSIE M. JONES
617 WESTOVER ROAD
SHIPPENSBURG, PA 17257
TAMMY F. HOOVER
412 THREE SQUARE HOLLOW ROAD
NEWBURG, PA 17240
MERRILL E. VARNER
13202 FERNWOOD ROAD
SHIPPENSBUP, G, PA 17257
FILE NUMBER
21 03
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
DAUGHTER
DAUGHTER
DAUGHTER
SON
0948
AMOUNT ORSHARE
OF ESTATE
1/4 NET ESTATE
1/4 NET ESTATE
1/4 NET ESTATE
1/4 NET ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Glenda Farner Strasbaugh
Register of Wills &
Clerk of the Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esquire
Solicitor
OFFICES OF
One Courthouse Square
Carlisle, Pa. 17013
(717) 240-6345
FAX (717) 240-7797
t~egist~r o[ ii,fills anl~ (Derk 0[ ~ ®rp~an~' (~ourt
(~ountp of (~um~rrlanl~
TO: Sally J. Winder, Esquire
9974 Molly Pitcher Highway
Shippensburg, PA 17257
ESTATE OF: Alie Ott Proctor- 21-03-948
IN RE: Additional Probate
Date: July 22, 2004
The Probate fees on the above estate are $115.00. We have received $ 80.00 of that amount.
Please remit the balance due of $ 35.00 to the attention of Sue.
Thank you
BUREAU OF ZNDZVZDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z&0601
HARRISBURG, PA 17118-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF ZNHERZTANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
REV-16q? EX AFP (01-Q$)
SALLY J WINDER '04 ~[P 1~
997q HOLLY PITCHER HWY
SHIPPENSBUR6 PAFl.?~57
DATE 09-1q-ZOOq
ESTATE OF PROCTOR
DATE OF DEATH 11-06-2005
FILE NUHBER 11 05-09q8
COUNTY CUMBERLAND
ACN 101
Amoun~ Remi'~ed
ALLIE 0
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THZS LINE ~ RETAZN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF PROCTOR ALLIE 0 FILE NO. 21 05-09~8 ACH 101 DATE 09-1~-200~
TAX RETURN WAS: { X) ACCEPTED AS FILED ( ) CHANGED
RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Es~a~e (Schedule A) (1)
2. S~ocks end Bonds {Schedule B) (2)
3. Closely Held S~ock/Par~nership Interest (Schedule C) (3)
~. Hor~gages/No~es Receivable (Schedule D) (~)
5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) ($)
6. Jointly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Asse~s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Cos~s/Nisc. Expenses (Schedule H) (9)
10. Deb~s/Hor~gage Liabil/~ies/Liens (Schedule I) (10)
11. To,al Deduc~/ons
12. Ne~ Value of Tax Re~urn
6Zz500.00
.00
.0O
.0O
2;067.02
.00
.00
(8)
9,910 .~7
599.77
NOTE: To insure proper
credi~ ~o your account,
submi~ ~he upper portion
of ~his form ~/~h your
~ax payment.
13.
1~.
NOTE:
ASSESSMENT OF TAX:
15. Amoun~ of Line 1~ a~ Spousal ra~e
16. Amoun'l: of L/ne lq ~axable e~ L/neal/Class A ra~e
17. Amoun~ of Line Zq a~ Sibling ra~e
18. Aaoun~ of L/ne lq ~axable e~ Colla~ereZ/Class B re~e
19. Pr/ncipal Tax Due
TAX CREDITS:
PAYHENT RECEIPT DTSCOUNT
DATE NUHBER INTEREST/PEN PAID (-)
07-ZZ-ZOOq CD00~188 . O0
6q,567.02
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(15) .00 X 00 = .00
(16) 5~,056.78 x 0fi5= Z,q32.11
(17) .00 x 1Z = .00
(18) .00 x 15 = .00
(19)= Z,qSZ. 11
ANOUNT PAID
2,q$2.11
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
Ne~ Value of Es~e~e Subjec~ ~o Tax (lq) 5~,056.78
Zf an assess, ent ,as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill
TOTAL TAX CREDIT Z,qS2.11
BALANCE OF TAX DUEI .oo
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE.~
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) ~L~.
reflect figures that include the total of ALL returns assessed to date.
(11) 1D.510.2~
(12) 5q,056.78
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADNZN-
ZSTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decadents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years) the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section 1140 of the Inheritance and Estate Tax Act) Act Z$ of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit aith your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLS, AGENT
A refund of a tax credit~ which ams not requested on the Tax Return, nay be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office
of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special g4-hour
answering service for forms ordering: 1-800-361-ZOS0; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 iTT only}.
Any party in interest not satisfied with the appraisement) allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg) PA 17128-1011, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17118-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the dacedant's death) a five percent (5Z3 discount of
the tax paid is aIIowad.
The 15Z tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed) and not
paid before January 18) 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of
six (61) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1981 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1981 through Z004 are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ lOX ,000548 ~)'~-1991 11Z ,000301 ~ 91 .000Z47
1983 161 ,000438 1992 91 .O00247 gOOg 61 ,000164
1984 111 ,000301 1993-1994 71 ,000192 Z003 51 ,000137
1985 13~ .000~56 1995-1998 91 .000247 Z004 41 ,000110
1986 101 .000274 1999 ?Z .000191
1987 .. 10Z .000274 ZOO0 71 ,O00Z9Z
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is sade after the interest computation date shown on the
Notice, additional interest must be calculated.
Cumberland County - Register Ot WlllS
One Courthouse Square
Carlisle! PA 17013
phone: (717) 240-6345
Date: 10/11/2005
VARNER MERLE/MERRILL E
13202 FERNWOOD ROAD
SHIPPENSBURG! PA 17257
RE: Estate of PROCTOR AlLIE OTT
File Number: 2003-00948
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: 11/06/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely!
~/ V' " Lt.- ,kh_#
/.w?~ L~)I17~--~
GLENDA FARNER STRASBAUGK
REGISTER OF WILLS
cc: File
Counsel
Judge
'L.G
CumberlandC'cl1.lI1ty Register Of Wills
One Courthouse Square
Carllsle, PA 17013
Phone: (717) 240-6345
Date: 10/11/2005
GARDNER BESSIE M N/K/A
617 WESTOVER ROAD
SHIPPENSBURG, PA 17257
RE: Estate of PROCTOR AlLIE OTT
File Number: 2003-00948
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: 11/06/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
/'i . ,U ~~~.. "
~_~~V'~;;...."
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
L&
Cumberland County - Register or INLL.LS
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/11/2005
HOOVER TAMMY F
421 THREE SQUARE HOLLOW ROAD
NEWBURG, PA 17240
RE: Estate of PROCTOR AlLIE OTT
File Number: 2003-00948
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: 11/06/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
e,..
--
Cumberland County - Register or INLUS
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/11/2005
BERT ANNA M
8724 PINEVILLE ROAD
SHIPPENSBURGI PA 17257
RE: Estate of PROCTOR AlLIE OTT
File Number: 2003-00948
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 I NO.
103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsell within two
(2) years of the decedent's deathl shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 11/06/2005
Your prompt attention to this matter will be appreciated.
Thank You.
SlJa'nc~relYI r 4_ '~'
, y' J., dJ l
i4th. L~J~4#; . .t./
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
t,-b""
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/11/2005
WINDER SALLY J
9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG, PA 17257
RE: Estate of PROCTOR AlLIE OTT
File Number: 2003-00948
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: 11/06/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
\.-.&-
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: -BJJ., e o-ft~(
J J J fa / 03
{ I
~DO 3 - DO 4 +8
Date of Death:
Estate 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:
Yes IZ! No 0
2. Ifthe answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No !Xl
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 ,Kl 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
attached to this report.
D.te:~
,,0
('")
C:.J
SignA~OJUJ$
SAt~ J . W~;Ju
Name - \
tiq1~ 0'
SJv~~
Telephone No. 1 L-1 ~~a- '1 ~7 ~
Address
j~
fA.
t~
t ,;k-7
0-
1:,-
c:
o
D
LU
C)
LJ
t!.. !
(~-) ,~-
"""!'-
o
,
C',
cc
C)
c:)
u.;
c:~
:~
c:::)
If"
=
c;:;>
c--J
Capacity: 0 Personal Representative
~counSel for personal representative
v:t