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Home My WebLink About03-0096 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Michael C. Schladweiler No. ~/'t~)t~-~ll~_~ also known as To: Register of Wills for the County of Cumberland in the SocialSecurityNo. 396-14-7234 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the execut named in the last will of the above decedent, dated January 9 ,19 95 and codicil(s) dated N/A Executrix Mildred Schladweiler died on July 28, 2002, and substitute executor, M&T Bank, successor to Farmers Trust Co., is submitting a renunciation. (State relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 3225 Spring Road, Middlesex Township. (list street, number and municipality) Decedent, then 84 years of age, died November 12 ,20 02 at Harrisburg Hospital, Harrisburg, Dauphin County Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not a victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 3,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 85,000.00 situated as follows: 3225 Spring Road, Middlesex Township, Cumberland CounW WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters of administration c.t.a. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) thereon. Signature(s) and Residence(s) of Petitioner(s) J / Kat~h] ~k ~ New Cumberland, PA 17070 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF ss 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 toe, taw. Sword to or affirm_ed and subscribed ~~ ~ .AS~f~re me this ~ day of ~/~,~,~.... , ~_~ ~ ~ ~ ~ ~d~e£ister //~_ / cv Estate of Michael C. Schladweiler ., Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW %,~/ 20 ~ , in consideration of the petition on the reverse side hm~'~of, satisfacto~ proof having been presented before me, IT IS DECREED that the instrument(s) dated January 9, 1995 described therein be admitted to probate and filed of record as the last will of Michael C. Schladweiler ; and Letters of administration c.t.a. are hereby granted to Kathryn M. Volovski '~ Re"tear of ~Vills .... ~ -7 FEES Probate, Letters, Etc ................ $t~t~~__ Stephen B. Lipson 19453 Short Certificates ( ) ................ $ /,-~,t5;~ ATTORNEY (Sup. Ct. I.D. No.) Renunciation ........................ $ IO~D~::, 61 W. Louther St., Carlisle, PA 17013 ~ $~ ADDRESS TOTAL~.$,~ :~t'~z' -e~, 249-3929 Filed ......~.~..,/. .... ~..~.~.. PHONE REGISTER OF WILLS OF C U,44~£/6L~/~ COUNTY OATH OF SUBSCRIBING WITNESS ~ / (nlli~a~ a subscribing witness to the will presented herewith, ~ being duly qualified according to law, depose(s) and say(s) that /~ e~_ t~/~_c present and saw ! , the testat ~ , sign the same and that ~ signed as a witness at the request of testatoF in h )~ presence and (~ ............ ~_. .... ~ ~qc~ ~'~-'. .... ~ (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before ~ ' m~~.~is ~ day of ~i~Z~~ (Name) ~ (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (~l~) a subscriber hereto, (~) being duly qualified according to law, depose(s) and say(s) that ~5~--~. /~ familiar with the signature of testat r~f of (or~ ~ '~ .... ~..:~:- ,;~_. '-' the will presented herewith and that ~ ~- believes the signature on the will is in the handwriting of Sworn to or affirmed and subscribed before , m~z~is ~ dayof (Nq~e) ~~~ Register ~ ~ ~ ~u' (Address) RENUNCIATION In Re Estate of Michael C. Schladweiler deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned residuary legatee, Michelle Marie Fuller-Carpenter, granddaughter of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration c.t.a. be issued to Kathryn M. Volovski* WITNESS my hand this day of ,2003. ~Mi:~:II; MM;i: [~arpenter, l~o-rmerly 322 Reno Ave. New Cumberland, PA 17070 *Michelle Marie Fuller-Carpenter further certifies that she is the mother of the other two residuary legatees, namely Katrina Marie Carpenter and Ashley Marie Fuller (not Comman as erroneously identified in decedent's Will) and that her children are minors. Accordingly, they are ineligible to serve as personal representatives. 20 Pa C.S.A.§ 3156. RENUNCIATION In Re Estate of MICHAEL C. SCHLADWEILER deceased. To the Register of Wills of Cumberland County, Pennsylvania. Re undersignedJane F. Burke, Vice President, Manufacturers and Traders of Trust Company the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters WITNESS my hand this ~Jf~., day of Dee.. , : (Signature) J~ne F. Burke, Vice President Manufacturers and Traders Trust Company 1415 Ritner Highway P 0 Box 220 Carlisle PA 17013 _. (Addres~ 717-260 4504 (Signature) (Address) (Signature) (Address) This is to certi~ that the infbrmation here given is correctly copied f'rom an original certificate o£ 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. P 8 7 0 3 8 4 0 ~~~ NOV ] 3 2002 Nc). ~ Date H10S.~43 Re,,. 2,87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ,.T CERTIFICATE OF DEATH / -"'--' ~ '- MICHAEL C. SCHLADWEILER sex SOC,^~SECU,,~.U.eE. 84v,. : 0/23/1918 St. Michae~ --~ .. . Harrisburg Hospital ~,e' ~ite ~~ Auto Body Shop ~ E~/ ~ ~'~ ~"~'~ ,,.. Manager P'". , ,z ,~T--~-8-~---a'~L-- .. Widowed 3225 Spring Road ~AC~,~ ,~..m.. Pennsylvania Carlisle, Pa ]70]3 [ ,,. Edward Schladweiler ~'s ~ ~ . ~. Marie Unkno~ ~ Kathryn Volovsk~ ~F~SU~U~L~.~.~.~ · [~ ~,~A Bridge Mt. New Cumberland Pa ]7070 S[,,.Nov ~rl~ Vall~ ~r~l ~ Il,'. ~lisle, Pa 17013 ---' ~' [~ I I~. OUE ~ ~A~E~E ~: -- . ~-~ I ,. , I ' '---' ............ ~"" .............................. :::::::::::: ..................... 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. No. ~ Date H105.14~ FI~. ~/~7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS · .~.T CERTIFICATE OF DEATH <,~K MILDRED SCHLADWEILER ~. Female ~. v~. :I }: . ct 1. '1914 7. Johnstown PA ~'~'~ [~*.m U ~U ~ . ~ ~ Cumberland Middlesex 3225 Sprin- Road ~et~,s~.ltl~A~m.c~.~.~.zec~l ' , · i.-. / 114 ..... '=~ I" Michael Schladweibr ~u~t ~*.. ~. Pmnnsylvmni m 3225 Spring Rd. .[m~[ ,~arlisle, Pa ]7013 ~¢-~ ~m~.~Cumberland ~' ~T':~¢ n?w~rd ,, Mary Jane Williams ~=~mv---' ,~wezxer I~. 3225 SOrllg~ Rd. Carlisle, Pa 17013 ~ ~ ~m ~,,.,.m I~A~¢~''~ i~&~,~ ~a= ....... ~ ..... ~.~.~..~ DUE ~¢ ~A~E~E ~: ~ ~~ ~ LI f I ', ~~u~ ~ ~ ~ ~ ~u~.~.~ .,~,~m~. Paragraph FOURTH, infra. FOURTH (a) I appoint FARMERS TRUST COMPANY, of Carlisle, Pennsylvania, as Trustee of my property which passes to my Granddaughter, MICHELLE MARIE FULLER, or any of my Great Grandchildren, under this or otherwise, by reason of my death. (b) Such Trust shall continue until my Granddaughter or Great Grandchildren attains the age of twenty-five (25) years; provided that the Trustee shall allow withdrawals by my Granddaughter or any Great Grandchildren for the purpose of paying college tuition. Whenever any individual attains said age of 25 she shall be entitled to her one-third share. (c) In addition to the powers given by law, I authorize the Trustee to use such amounts of both income and principal, as it, in its discretion, deems proper for the support, education and welfare of my Granddaughter, or Great Grandchildren without leave of any court. (d) The Trustee shall not be required to give bond or furnish sureties in any jurisdiction. FIFTH I nominate and appoint my Wife, MILDRED SCHLADWEILER, as Executrix of this my Last Will and Testament. Should my Wife fail to survive me or be unable to serve in this capacity, then I nominate, constitute and appoint FARMERS TRUST COMPANY, of Carlisle, Pennsylvania, as Substitute Executor of this my Last Will and Testament. I hereby relieve my Executrix or Substitute Executor from the necessity of posting security in connection with her duties as such in any jurisdiction in which she may be called upon to act insofar as I am able by law to do so. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of three (3) typewritten pages, the first two (2) of which bear my signature in the margin for the purpose of identification, this /,, ~ day 'of ·/~ ........ ~ , 199~_ Michael C. Schladweiler Signed, sealed, published and declared by the above-named Testator, MICHAEL C. SCHLADWEILER, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. MICHAEL C. SCHLADWEILER Stephen B. Lipson Attorney at Law 169 W. High Street Suite 4 Carlisle, PA 17013 (717) 249-3929 CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Michael C. Schladweiler Date of Death: November 12, 2002 Will No.' - - Admin. No. 21-03,0096 To the Register: I certify that notice of estate administration' required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on February /~ ,2003: Name Address Kathryn M. Volovski, 1219A Bridge St., New Cumberland, PA 17070 Michelle Marie Fuller-Carpenter, 322 Reno Ave., New Cumberland, PA 17070 Katrina Marie Carpenter, 322 Reno Ave., New Cumberland, PA 17070 Ashlee Marie Fuller, 322 Reno Ave., New Cumberland, PA 17070 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions. Date: February //czZ-, 2003 ..-~~~ ~~ ~ ~_ steph~CB~. Lipson, Esq. 61 West Louther St. Carlisle, PA 17013 Capacity: Counsel for personal representative IMPORTANT NOTICE ~~~~ NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA IN RE: Estate of Michael C. Schladweiler, deceased, Estate No. 21-03-0096 TO: Kathryn M. Volovski Katrina Marie Carpenter 1219A Bridge St. 322 Reno Ave. New Cumberland, PA 17070 New Cumberland, PA 17070 Michelle Marie Fuller-Carpenter Ashlee Marie Fuller 322 Reno Ave. 322 Reno Ave. New Cumberland, PA 17070 New Cumberland, PA 17070 Please take notice of the death of decedent and the grant of letters to the personal representative named below: Kathryn M. Volovski The Decedent, Michael C. Schladweiler, died on the 12th day of November, 2002, at 3225 Spring Road, Carlisle, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the decedent is: Kathryn M. Volovski, 1219A Bridge St., New Cumberland, PA 17070 If the Decedent died testate, the Will has been filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Phone no. (717)240-6345. If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Phone no. (717)240-6345. A copy of the Will or petition may be obtained by contacting the Register of Wills and paying for the charges of duplication. Date: 2/j~/03 Signature: ~---~' ~ ~~..~' Name: Stephen B. Lipson Address: 61 West Louther St. Carlisle, PA 17013 Telephone: 717-249-3929 Capacity: Counsel for Personal Representative COHNONNEALTH OF PENNSYLVANZA ~I~.-- BUREAU OF ZNDZVZDUAL TAXES DEPARTNENT OF REVENUE ZNHERZTANCE TAX DZVZSZON DEPT. 280601 HARRZSBURG, PA 17118-0601 NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSHENT OF TAX R~c~,~!~i. .i~ ~i DATE 05-08-2004 ~eCi:TM,- , ' /~ii~ ESTATE OF SCHLADNEILER NICHAEL C '~ DATE OF DEATH 11-12-2002 FZLE NUHBER 21 05-0096 STEPHEN B LIPSON '0~ H~-5 P~ :42 COUNTY CUHBERLAND ACN 101 61 N LOUTHER ST I Amoun~ Ramified CARLISLE PA 17~i~ I HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGZSTER OF NILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LZNE ~'* RETAZN LONER PORTZON FOR YOUR RECORDS REV-15~7 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF SCHLADNEILER HICHAEL CFZLE NO. 21 05-0096 ACN 101 DATE 05-08-2004 TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGZNAL RETURN 1. ReaZ Es~a~e (Schedule A) (1) 74~000.00 NOTE: To ~nsure proper 2. Stocks and Bonds (Schedule B) (2) .00 cradi~ ~o your account, $. Closely Held S~ock/Par~nership Zn~eres~ (Schedule C) ($) .00 submi~ ~he upper portion ~. Hor~gages/No~es Receivable (Schedule D) (q) .00 of ~his form ~i~h your $. Cash/Bank Deposi~s/Nisc. Personal Proper~y (Schedule E) ($) ~9/5~1.55 ~ex payment. 6. Jointly O~ned Proper~y (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. To~el Asse~s (8) 9~,5~1.55 APPROVED DEDUCTZONS AND EXEHPTZONS: 14,5~9.24 9. Funeral Expenses/Adm. Cos~s/Hisc. Expanses (Schedule H) (9) 10. Deb~s/Nor~gege Liabilities/Liens (Schedule Z) (10) 485.00 11. To~el Deduc*/ons (11) 12. Ne~ Value of Tax Re~urn (12) 78,507.$1 15. Chari~able/Governeen~al Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00 lq. Ne~ VaZue of Es~e~e Subjec~ ~o Tax (lq) 78,507.$! NOTE: Zf an assessment ,as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ,111 reflect figures that include the total of ALL returns assessed to date. ASSESSNENT OF TAX: 15. Amoun~ of L~ne 1~ a~ Spouse1 ra~a (15) .00 X O0 = .00 16. Aeoun~ of Line lq ~exable a~ Lineal/Class A ra~e (16) 78,507.$1 x 045 = $,552.8~ 17. Amoun~ of L/ne lq e~ Sibling re~e (17) .00 X 11 = .00 18. Amoun~ of Line lq ~axeble e~ Collateral/Class B re~e (18) .00 X 15 = .00 19. Principal Tax Due (19)= ~,5~2.8~ TAX CREDZTS PAYHENT RECEIPT DZSCOUNT AHOUNT PAID DATE NUNBER ZNTEREST/PEN PAID (-) 08-08-200~ CD002882 .00 2,500.00 01-20-2004 CD003453 22.22- 1,057.31 TOTAL TAX CREDZT J 3,535.09 BALANCE OF TAX DUEI Z.Z6CR ZNTEREST AND PEN. .00 TOTAL DUE 2.26CR ZF PA'rD AFTER DATE TNDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT 1S RE{)UIRED. FOR CALCULATTON OF ADDTTTONAL TNTEREST. IF TOTAL DUE TS REFLECTED AS A 'CREDTT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THZS FORN FOR INSTRUCTTONS. ) RESERVATION= Estates of decedents dying on or before December IZ, 1982 -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far 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 futura interest. PURPOSE OF NOT[CE: To fulfill the requirements cf Section Zl40 of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (TZ P.S. Section 9140). PAYNENT: Detach tho top portion of this Notice and submit with your payeant to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF #[LES, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund af Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ara available at the Office of the Register of NilIs, any of the 23 Revenue District Offices, or by calling tho special Z4-hour answering service for fores ordering= [-BOO-$6Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: 1-800-447-50Z0 (TT only). OBJECTIONS= Any party in interest not satisfied with the appraisement, allowance, or disalloaance of deductions, ar assessment of tax (including discount or interest) as shown on this Notice must abject within sixty (60) days of receipt of this Notice by: --written protest to the PA Oapartment of Revenue, Board of Appeals, Dept. ZBlOZ[, Harrisburg, PA ITIZB-IOZI, OR --election to have the matter determined at audit of the account of the persona[ representative, OR --appeal to the Orphans' Court. ADNIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau af Individual Taxes, ATTN: Post Assessment Review Unit, Dept. lB0601, Harrisburg, PA 171lB-0601 Phone (717) 787-6505. Sea page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent [5Z) discount of the tax paid is allowed. PENALTY= The ISX tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the saaa 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= Interest is charged beginning aith first day af delinquency, ar nine (9) months and Dna (l) day from the date of death, to the date of payment. Taxes which became delinquent before January l, [98Z bear interest at tho rate of six (6Z) percent par annum calculated et a daily rate of .000164. All taxes which became delinquent on and after January l, 19BZ 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 19BI through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20Z .00054B 1987 9Z .000247 1999 7Z .000192 [9B3 16Z .00043B 1988-1991 llZ .000301 ZOO0 8Z .O00Z19 1984 1ZZ .000301 1992 9Z .000247 ZOOI 9Z .000247 1985 13Z .000356 199~-1994 7X .000192 2002 6Z .000164 1986 IOZ .000274 1995-1998 9Z .000Z47 2003 5Z .D00137 --Interast is calculatad as follows: ZNTEREST = BALANCE OF TAX UNPAZD X NUHBER OF DAYS DELZNQUENT X DAZEY ZNTEREST FACTOR --Any Notice issued after tho tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. REV~tSO0~'X(6-00) OFFiCiAL USE ONLY~"~ omom^. o REV- 1 500 ~ PENNSYLVANIA ~~~ DEPARTMENT Of REVENUE r~~~ DEPT. 280601 INHERITANCE TAX RETURN HARRISBURG, PA17128-0601RESIDENT DECEDENTcou,, / - 3 ,um. DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURI~ NUMBER DATE OF DEATH,(MM-DD-YEAR) ~ I DATE OF BIRTH (MM-DD-YEAR), THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ////~/¢~ /~/~ ~ ~ REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURI~ NUMBER ~1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior ,o 12-~3-S2) ~ 4. Limited Estate ~ 4a. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required ~ 6. Decedent Died Testate (A~ach ~py of Will) ~ 7, Decedent Maintained a Living Trust (AEach ~py of Trust) __ 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 10. Spousal Pove~y Credit (date of death baleen 12-31-91 and 1-1-95) ~ 11. E{ection to tax under Sec. 9113(A) (A~ach ach O) NAME ~+. -~~ ~. ~~ COMPLETE MAILING ADDRESS ~. ~~ FIRM NAME (IfAp,li ~' ~ / ~- ~ 1. Real Estate (Schedule A) (1) ~ ~ ~'~, O OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Padnership or Sole-Proprietorship (3) 4. MoAgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Properly (5) ~ ¢~/. ~ (Schedule E) 6. Jointly Owned Properly (Schedule F) (6) ~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (8) CZ~'Z 1. ~ 9. Funeral Expenses & Administrative Costs (Schedule H) (9) //'~ ~ ~7, 10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) ~ ~ 11. Total Deductions (total Lines 9 & 10) (11) /~~ ~ ~ ~ ~2. ~t Valu* of ~tate (Une 8 minus Une ~) 02) ~ ~ ~. ~ / ~ 3. Charitable and Govomm~ntal Bequosts/Soc ~ 3 lrusts [or which an oloction to tax has not boon (~ 3) made (Schedule 3) ~4. ~tValueSubj~ttoTax(Une~2minusUne,3) 04) ~ ~~ ~ SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE ~TES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 __ (15) 16. Amount of Line 14 taxable at lineal rate 7~~* ~/ x ,0 ~ (16) ~ 3~, ~ 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) Decedent's Complete Address: STREET ADDRESS Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) ,...~3~ ,, ¢:~'~..~ 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments ~2_,~'-~ ~, C. Discount Total Credits ( A + S + C ) (2) ~ ~"(:~ O 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty( D + E ) (3) ~, 4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1+ Line 3is greater than Line 2, enter the difference. This is the TAX DUE. (5) / O'-~--,' A. Enter the interest on the tax due. (5A) ~ ~--', B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) / (~/~'7, 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 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 6 AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE O~¢RS(~ RESPONSIBLE F(~R/I~I~NG R~URN DATE/ SIGNATURE O~PREP_~_ABER OTHER DATE , 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 illin9 a tax return are still applicable even 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 paten or a stepparent of the child is 0% [72 RS. §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 RS. §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 RS. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as a individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Schladweiler, Michael C. 21-03-0096 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. All that realty situate in Middlesex Township, Cumberland County, $74,000.00 PA, known and numbered as 3225 Spring Road, Carlisle, PA 17013. This realty was sold on August 21, 2003 for the contractually agreed upon price of $74,000.00. (See attached settlement sheet). $74,000.00 SCHEDULE E CASH, BANK DEPOSITS AND CO~ONWE^LTH OF PE?,rNSWV^N~^ MISCELLANEOUS INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Schladweiler, Michael C. 21-03-0096 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M & T Bank - account no. 150042-00020565 $9740.60 2. M & T Bank - account no. 267103-5562 $3378.69 3. Insurance Refund $141.31 4. Monumental Life Insurance Company - death benefit $100.00 5. Auction sale of personal property - net proceeds less returned check $4021.00 6. 1989 Buick Skyhawk $1200.00 7. Donald L. and Nancy Sheibley - pro-rated taxes paid at settlement $750.15 8. American Legion - Death benefit $200.00 TOTAL $19,531.55 SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND FNHEmTANCE TAX RETURN MISCELLANEOUS EXPENSES P~]I)~NT DECEDENT ESTATE OF FILE NUMBER Schladweiler, Michael C. 21-03-0096 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1. Ronan Funeral Home - casket, service, etc. $7674.80 2. Cumberland Valley Memorial - headstone $1809.45 B. Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees: Stephen B. Lipson $1525.00 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City State__Zip Code 4. Probate Fees: Register of Wills - granting of letters ($239.00), $259.00 renunciation ($5.00), Inheritance Tax Return ($15.00) C. Miscellaneous Expenses: 1. U.S. Postal Service - certified mail to DPW $4.42 2. Cumberland Law Journal - adv. of estate $75.00 3. Patriot News Co. - adv. of estate $87.91 4. Stott & Stott - Preparation of Final Income Tax Return $40.00 TOTAL SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND Page 2 INHERITANCE TAX RETURN MISCELLANEOUS EXPENSES RESIDENT DECEDENT ESTATE OF FILE NUMBER Schladweiler, Michael C. 21-03-0096 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 5. M & T Bank - Checks for estate account $9.15 6. Agway Energy Products - oil to realty $706.48 7. Pennsylvania Power & Light - electric to realty $243.18 8. York Waste Disposal - trash removal $62.59 9. Sprint - Final telephone bill $125.61 10. MCI - Long distance $47.58 11. D & D Septic Service $74.20 12. Nancy Sheibley, Tax Collector - $1054.87 2003 County, Local and School taxes for realty 13. Recorder of Deeds - 1% Transfer Tax $740.00 TOTAL $14,539.24 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Schladweiler, Michael C. 21-03-0096 ITEM NUMBER DESCRIPTION AMOUNT 1. Discover Financial Services - credit card payoff $485.00 TOTAL $485.00 SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Schladweiler, Michael C. 21-03-0096 RELATIONSHIP AMOUNT OR NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TO DECEDENT SHARE OF Do No List Trustee(s) ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 9116 (a))1.2)] 1. Michelle Marie Fuller-Carpenter, 322 Reno Ave., New Granddaughter 1/3 Cumberland, PA 17070 2. Katrina Marie Carpenter, 322 Reno Ave., New Cumberland, Great- 1/3 PA 17070 granddaughter 3. Ashlee Made Fuller, 322 Reno Ave., New Cumberland, PA Great- 1/3 17070 granddaughter $ LAST WILL AND TESTAMENT MICHAEL C. SCHLADWEILER I, MICHAEL C. SCHLADWEILER, of 3225 Spring Road, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make and declare this as my Last Will and Testament and revoke all wills and codicils heretofore made by me. FIRST I direct the payment of my debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. SECOND I give, devise and bequeath all of my property, both real, MILDRED SCHLADWEILER~ should she survive me by thirty (30) days. THIRD Should my Wife, MILDRED SCHLADWEILER, predecease me or fail to survive me by thirty (30) days then I give devise and ' , bequeath my entire estate in three equal shares: one share to my beloved Granddaughter, MU. CH.~LLE .V~LRIE FULLER, of New Cumberland, Pennsylvania; and one share to each of my two beloved Great Grandchildren, KATRINA MARIE CARPENTER and ASHLEE MARIE CORMAN of New Cumberland, Pennsylvania. These bequests to my granddaughter and great grandchildren are subject to the provisions of Paragraph FOURTH, infra. FOURTH (a) I appoint F]%RMERS TRUST COMPANY, of Carlisle, Pennsylvania, as Trustee of my property which passes to my Granddaughter, MICHELLE MARIE FULLER, or any of my Great Grandchildren, under this or otherwise, by reason of my death. (b) Such Trust shall continue until my Granddaughter or Great Grandchildren attains the age of twenty-five (25) years; provided that the Trustee shall allow withdrawals by my Granddaughter or any Great Grandchildren for the purpose of paying college tuition. Whenever any individual attains said age- of 25 she shall be entitled to her one-third share. (c) In addition to the powers given by law, I authorize the Trustee to use such amounts of both income and principal, as it, welfare of my Granddaughter, or Great Grandchildren without leave of any court. (d~ The Trustee shall not be required to give bc~.d furnish sureties in any jurisdiction. FIFTH I nominate and appoint my Wife, MILDR_~D SCHLAD~{~iL~R, as Executrix of this my Last Will and Testament. Should my Wife fail to survive me or be unable to serve in this capacity, then I nominate, constitute and appoint FARMERS TRUST COMPANY, of Carlisle, Pennsylvania, as Substitute Executor of this my Last Will and Testament. I hereby relieve my Executrix or Substitute Executor from the necessity of posting security in connection with her duties as such in any jurisdiction in which she may be called upon to act insofar as I am able by law to do so. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of three (3) typewritten pages, the first two (2) of which bear my signature in the margin for the purpose of identification, this day of , 199~. !, . ~' ~'/g~ ~ -< ~.~%~' - t~= (SEAL) Michael C. Schladweiler Signed, sealed, published and declared by. the above-named Testator, MICHAEL C. SCHLADWEILER, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, h~ve hereunto ~ubscribed cur names as t~itnesses. A. H.U.D. SETTLEMENT STATEMENT ~ B.LOAN TYPE: j2o yr ARM :OUR FILE #: RE03-277 l LENDER: Orrstown Bank , 'C.This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked P.O.C. were paid outside closing. D. NAME OF BORROWER: E. NAME OF SELLER: Donald L. Sheibley Estate of Michael C. Schladweiler Nancy R. Sheibley Kathryn M. Volovski, Executrix G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I, SETTLEMENT DATE: 3225 Spring Road, Carlisle, Pennsylvania 17013 DUNCAN HARTMAN DOUGLAS, P.C. Thursday 21 -Aug-03 I IRVlNE ROW Middlesex Township, Cumberland County CARLISLE, PA. 17013 10:30 a.m, J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100 GROSS AMOUNT DUE FROM BORROWER 400 GROSS AMOUNT DUE TO SELLER 101 Contract Sales Price $74,000.00 401 Contract sales price $74,000.00 102 Personal Property 0.00 402 Personal Property 0.00 103 Settlement Charges (line 1400) 3101.75 403 3.04 0.00 404 105 Adjustments items prepaid by seller: Adjustments items prepaid by seller: 405 Local taxes to 31-Dec-03 94.20 106 Local taxes to 31-Dec-03 94.20 406 Assessments 107 Assessments to 407 School taxes to 30-Jun-04 655.94 108 School taxes to 30-Jun-04 655.94 40s 109 409 120 GROSS DUE FROM BORROWER 77851.90 420 GROSS DUE TO SELLER 74750.15 200 AMOUNTS PAID BY OR FOR BORROWER 500 REDUCTIONS IN AMOUNT DUE TO SELLER 201 Deposit or Earnest Money 0.00 501 Excess deposit 202 New Mortgage Amount: Orrstown Bank 59000.00 502 Settlement charges 1794.87 203 Existing loans taken subject to 503 Existing loans taken 204 504 0.00 205 505 206 506 207 507 Adjustments for items unpaid by seller 508 210 Local Taxes to 21-Aug--03 0.00 Adjustments for items unpaid by Seller 211 Assessments to 510 Local taxes 21-Aug-03 0.00 212 School Taxes to 21-Aug-03 0.00 511 Assessments to 215 512 School taxes ~o 21-Aug-03 0.00 216 513 217 514 220 TOTAL PAID BY BORROWER 59000.00 520 TOTAL REDUCTIONS SELLER 1794.87 300 CASH FROM/TO BORROWER 600 CASH TO/PROM SELLER 301 Gross amount due from borrower 77851,90 601 Gross amount to seller 74750.15 302 Less amounts paid by/for borrower 59000.00 602 Reductions ~o seller 1794.87 I have carefully reviewed the HUD-1 Settlement Statement and to the best o~' my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account or on my behalf and I have received a copy of this HUD-1 for my records. Donal.cl L. Sheibley .. Estate.of Michael C. Schladweiler ~n~y-R.~h(~il~ley '- ~' ....... Kathryn U. Volovski, Executrix -PAGE ~2 HUD DISCLOSURE/SETTLEMENT STATEMENT PAID BY PAID BY )ORROWER SELLER 700 TOTAL REALTOR'S COMMISSION ! 0.00 701 Listing Agency: 702 Selling Agency: 703 Transaction Fee; 0.00 800 ITEMS PAYABLE IN CONNECTION WITH LOAN 801 Origination Fee 1.000% Orrstown Bank 590.00 802 Loan Discount 803 Appraisal Fee Orrstown Bank 250.00 804 Credit Report 805 Underwriting Fee Orrstown Bank 200.00 806 Document Preparation Fee Orrstown Bank 100.00 807 Flood Certification Orrstown Bank 30.00 808 Tax Service Fee 809 Application Fee Orrstown Bank 200.00 810 Overnight Mail Charges: 0.00 0.00 90O ITEMS LENDER REQUIRES TO BE PAID IN ADVANCE 901 Interest from 21 -Aug-03 to 01 -Sep-03 902 Mortgage insurance 903 Hazard insurance 904 1000 RESERVES DEPOSITED WITH LENDER Escrows collected: # mos. due: X $ per mo.: 1001 Hazard insurance 0 0.00 0.00 1002 Mortgage insurance 0 0.001 0.00 1003 County/Local taxes 0 0.00 0.00 1004 School taxes 0 0.00 0.00 1005 Aggregate Adjustment 1100 TITLE CHARGES 1101 Settlement or closing fee: 1102 Abstract or title search: 1103 Title Review: 0.00 0.00 1104 Title insurance binder: 1105 Document preparation: 1106 Notary fees: Notary 6.00 1107 Attorney's fees: Stephen Lipson. Esquire 0.00 POC (includes above item numbers): 1108 Title Insurance: WILLIAM A. DUNCAN, AGENT FOR FIDELITY NATIONAL TITLE 902.75' (includes above item numbers):1101 -1104 Endorsements 100 300 8.1 ARM $200 1109 Owner's coverage $74,000.00 $702.75 1110 Lender's coverage $59,000.00 1111 Insured Closing Letter Fidelity National Title 0.00 1200 GOVERNMENT RECORDING AND TRANSFER CHARGES 0.00 1201 Deed 38.50 Mortgage 44.50 83.00 1202 Release/Satisfaction 0.00 Assignment/Stip 0.00 0.00 0.00 1202 County/Local transfer tax (1%) 740.00 1203 Pa. State transfer tax (1%) 740.00 1300 ADDITIONAL SETTLEMENT CHARGES 1301 2003 School Real Estate Taxes Nancy Sheibley, Tax Collector 762.48 1302 2003 Cty&Twp Real Estate Taxes Nancy Sheibley, Tax Collector 0.001 292.39 1303 Water & Sewer Reading: 1304 Homeowners Association Fee (also entered on line 103 for Borrower; line 502 for Seller) 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 002882 LIPSON STEPHEN B 5 HILLTOP DRIVE MOUNT HOLLY SPRINGS, PA 17065 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .................. 101 $2,500.00 ESTATE INFORMATION: SSN: 396-14-7234 FlEE NUMBER: 2103-0096 DECEDENT NAME: SCHLADWEILER MICHAEL C DATE OF PAYMENT: 08/08/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/12/2002 TOTAL AMOUNT PAID: $2,500.00 REMARKS: KATHRYN M VOLOVSKI C/O STEPHEN B LIPSON ESQUIRE CHECK# 1011 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS ,~~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone August 6, 2003 ', -'; (717) 787-3930 FAX (717) 772-0412 Stephen B. Lipson, Esq. 61 West Louther St. Carlisle, Pa. 17013-2936 Re: Estate of Michael C. Schladweiler File Number 2103-0096 Dear Mr Lipson: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before February 12,2004. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. .? .' ,. '/" /":';'~':",,. _..:~ .?,- -¢L-~..--_.<..~,'"'"" ,/ Claudia Maffei, S~Servisor Document Processing Unit Inheritance Tax Division Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/01/2004 LIPSON STEPHEN B 5 HILLTOP DRIVE MOUNT HOLLY SPRINGS, PA 17065-1830 RE: Estate of SCHLADWEILER MICHAEL C File Number: 2003-00096 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: 11/12/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, / ! GLENDA FARNER STRASB~UGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Cumberland County - Register Of Wills One Courthouse Sauare Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/10/2005 LIPSON STEPHEN B 5 HILLTOP DRIVE MOUNT HOLLY SPRINGSr PA 17065-1830 RE: Estate of SCHLADWEILER MICHAEL C File Number: 2003-00096 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 RULESr NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1r 1992, the personal representative or his counselr within two (2) years of the decedent's deathr shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/12/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~. ~_kt&:i~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge , (,- I..-... Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/10/2005 VOLOVSKI KATHRYN M 1219A BRIDGE STREET NEW CUMBERLAND, PA 17070 RE: Estate of SCHLADWEILER MICHAEL C File Number: 2003-00096 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: 11/12/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, .In ~1;> . L ,L_HP ;:.ul4//J'!.If2.- I\~~AU-i..-) /~AJ'-;:r;u GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge l.-(r JRDiJune 30, ] 992117858 In Re: Estate of Michael C. Schladweiler Late of Middlesex Township DEe 1 2 2005 ORPHANS' COURuiivISION WI COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYL VANIA Estate No.: 21-2003-096 NO. 21-2003-096 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: Kathryn Volovski Counsel for Personal Representative: Stephen B. Lipson, Esq. Date of Decedent's Death: 11/12/2002 Date of Delinquency Notice: 1111212005 The undersigned, Glenda Farner-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 ofWiIIs or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on October 10,2005, 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: 12/12/05 ~L~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for February 27, 2006 at 11:00 a.m. in Courtroom No.2. If the Status Report is filed prior to the hearing date, the hearing will automa~icallZancelled. .~ Edg B. Bayley Register of\ViHs of CUiube:dand County Date of Death. STATUS REPORT UNDER RULE.6.12 .flLe !, ,1 c: / C ~c i1 /Q d'u..A? (k /'c 1/ /1 ~d OtJ~-' cl {]() ,-?. 0009 ~. ~ame of Decedent: 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. ~;a~~hether :d~istration of the estate is complete: .l.,,:> ~ Nv L.J 2. lfthe 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 person~epresentative file a final account with the Court? Yes 0 No 'f(. b. The separate Orphans' Court No. (if any) for the personal representative's account is' ~ f}- _.""'i "I '-', f,..i-< ""."'.'."'~".,'-" ....< -'- ...... , , n .l. \;~ ...; .: >fGim~!l1y h 'lor p8J-'-i:'.'; :.: ~L ..;~..c\.2':J" 1 <, ....,'-' ~ 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. t!;" '-!{d, 711. #-~. Signature j{;i-fltLy# 111- f1k 1/5~ Name 1.J-t ~ /f 6<1~f::;;( ~r Address M~We.-U~ ~.,.,( ~M Date: j / 9;&~ 7/ 7 ... 7 7 t.{ ~ S-7 ~ (, Te1ephone No. Capacity: ~ 'Personal Representative DCounsel for personal representative Marjorie A. Wevodau First Deputy One Courthouse Square Carlisle, Pa. 17013 Glenda Farner Strasbaugh Register of Wills & Clerk of the Orphans' Court (717) 240-6345 FAX (717) 240-7797 Kirk S. Sohonage, Esquire Solicitor OFFICES OF l\.egister of Wills anb ([lerk of tbe (If)rpbans' ([ourt ((ountp of QCumberlanl:J March 1, 2006 Stephen B. Lipson, Esq. 5 Hilltop Drive Mount Holly Springs, P A 17065 IN RE: Estate of Michael C. Schladweiler No. 21-03-096 Dear Mr. Lipson: It has come to my attention as solicitor for the Office of the Register of Wills and Clerk of the Orphans' Court in and for Cumberland County, Pennsylvania, that the above estate has failed to file a report of the status of administration as required by Pennsylvania Orphans' Court Rule 6.12. Subsection (f) of Rule 6.12 requires that the Register of Wills notify the Court in the event the personal representative or counsel fails to file this notice after (10) days written notice thereof. You have already received written notice of this delinquency by the Register. Kindly accept this letter as written notification that unless the required 6.12 Status Report is filed with the Register of Wills Office within ten (10) days of your receipt ofthis correspondence, I will be compelled to file a Motion for Sanctions for Failure to Comply with Orphans' Court Rule 6.12. If required to do so, I will request that the Court grant counsel fees and court costs to be assessed against the offending party. Sincerely, ~d ~ KSS/vz IT" fT1 Jl U1 U.S. postal ServiceTM CERTIFIED MAILTM RECEIPJ (Dome1ltic Mail "only; No Insurance Coverage Provided) U1 r=I Jl ::r- postage $ ru Certnied Fee CJ postmark CJ Return Receipt Fee Here CJ (Endorsement Required) CJ Restricted Delivery Fee ru (Endorsement Required) <0 r=I Total Postage & Fees $ U1 g SenlTo 3. 'Oll ..........n............. ["'- siriiet. .Aj;CNo.;..... .... .....,. ............ .......... ..... ... or PO Box No. ... ............n............................................ ciiY:.siaie:ziP+4....... . PS Form 3800, June 2002 See Reverse for InstructIons SENDER: COMPLETE THtS SECTION COMPLETE THIS SECTION ON DELIVERY LIPSON STEPHEN B 5 HILLTOP DRIVE MOUNT HOLLY SPRINGS A. Signature ~ /"'" .>f -?/ ,. . D Agent ~. '2~ / /7 '-'?/--'D Addressee B... Re,ceivea ,by ( Printed Name) C I .' ? / ;; r<::. {..-. c., D. Is delivery address differe from item 1? 1elivery address below: . 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. PA 17065. ~rtified Mail D Registered D Insured Mail D Express Mail D Return Receipt for Merchandise DC.a.D. 4. Restricted Delivery? (Extra Fee) DYes 2. Article Number (Transfer from service taL., PS Form 3811, February 2004 7005 1820 0002 4615 5639 Domestic Return Receipt 102595.02.M.1540