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HomeMy WebLinkAbout04-0668INRE: ESTATE OF EVELYN D. PUNDT, Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 2004-00668 NAME OF DECEDENT: DATE OF DEATH: ESTATE NO.: Evelyn D. Pundt May23,2004 2004-00668 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 23, 2004. NAME ADDRESS Peter H. Pundt 55 Miller Gap Road Marysville, PA 17053 John C. Pundt 27 Topper Drive Rochester, NY 14622 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date:g~ ~t ~" ~>/~ Name: '"FRfANCIS M. SOCHA, ESQUIRE Address: 305 N. FRONT STREET HARRISBURG, PA 17101 Telephone: (717) 237-7100 Capacity: Counsel for Personal Representative 304925.1 PETITION FOR PROBATE and GRANT OF LETTERS also know'as ' tr -t ' - ' To: Register or,ills for the · Deceased. County of ~ t~ '~'~'"/..~t~ the Social Security No. c~ "-~ ~ /t~ - t'9~/ ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut ~ in the last wilt of the above decedent, dated~~ ~a. O.~/- named and codicil(s) dated ~' '~5~"-c_~ , 19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~-~ County, Pennsylvania, with h e'~' last family or principal, residence at _~'" (list street, number and muncipality) at Decendent,then <~ years of age, died _ .~-~ ~'~ Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted ?fter execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent 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 situated as follows: $ $ WHEREFORE, petitioner(s) respectfully re~uest(s~ the probate of the last will and codicil(s) presented herewith and the grant of letters /'-'r" ~. :7z ~ ]'ff .-e'--~J<- e" f} t~,heron (testamentary; administ~at/Tt'a'; administration d.b.n.c.t.a0 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~-~x'.cxk::~x~.e~ f The petitioner(s) above-named swear(s) or affirm(s) that ~ee statements in the foregoing petition are true and correct to the best of the knowledge and belief o~petitioq~r(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well an~l/tr{~ly~the estate according to law. Sworn to or affirmed and subscribed ~- ff before me this \ ~X--, day nf J ,r , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ANY Now :3',~,~_ the reverse side hereof?satisfactory proof havln$ been presented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to il,Lobate and ~filed of record ~the 1 .as,t will of are hereby granted to , in consideration of the petition,on 5-~-o3 "~ ~ ~ ~s ~o. Probate, Letters, Etc .......... Short Ce~fi~tes( ) .... ...... Renundafion ................ $ ~.0~ TOTAL ~il~o ~..~' ~ ..... ; .............. ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE RENUNCIATION OF APPOINTMENT AS CO-EXECUTOR I, JOHN C. PUNDT, hereby renounce my appointment as Co-Executor of the Estate of Evelyn D. Pundt, thi.~_ day of \//4z~,) ~. ,2004. ~HN C. PUNDT Sworn to and subscribed before me this c:,~~ day of "'~, ~ ,2004. 298845,1 his is to certify that the information here given is correctly copied i¥om an original certificate of death duly filed 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 No. Local Regism,- ~"~ 42110 Date CERTIFICATE OF DEATH · ast ill anb estam¢nt OF EVELYN D. PUNDT I, EVELYN D. PUNDT, of Rye Township, Perry County, Pennsylvania, declare Ihis to be my Last Will and revoke any Will previously made by me. ITEM I: DEBTS. I direct that all my debts and funeral expenses, including my grave marker, and all expenses of my last illness that my estate is obligated to pay, be mid from my residuary estate as a part of the expense of the administration of my estate. ITEM II: TANGIBLE PERSONAL PROPERTY. I give my automobiles and personal effects, my household goods and other tangible personal property of like nature (not including cash or securities), together with the insurance thereon, to my sons JOHN C. PUNDT and PETER H. PUNDT. While this gift is absolute, if I file with my will a Letter of Instruction indicating my desire with respect to the disposal of an item or items of said tangible property, it shall be regarded. ITEM III: REST, RESIDUE AND REMAINDER. I give, devise and bequeath all the rest, residue and remainder of my estate to my sons, JOHN C. PUNDT and PETF, zR H. PUNDT, and their then living issue, per stirpes. ITEM IV: PERSONAL REPRESENTATIVE. I name, constitute and appoint my sons, JOHN C. PUNDT and PETER H. PUNDT as co-executors or the survivor thereof as executor of this my Last Will and Testament. IN WITNESS WItEREOF, I hereunto set my hand and seal this day of Evelyn EE. Pundt (SEAL) Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, and in the presence who, at his reouest, in his presence of each other have he~tnesses. AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : ss: We, EVELYN D. PUNDT, ~ ~. ~ and "~cx'~ ,~.. (.,_'_. ~.__ , the Testa~r)x and the witnesses, respectively, whose h~mes are signed~he 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 that she had signed willingly 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 witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Sworn to or affirmed to and subscribed to before me by EVELYN D. PUNDT Testatrix, and '"~'~ - ~ ~ - ~. , and N-w,,~ ~ ~,~.~_.~.. , witnesbe'~, this ~.xc, day of 2001. Notary~-~ublic ~' My Commission Expires: :143413 NOTARIAL SEAL DIANNE LENIB, Notary Public Lemoyne Borough Cumberland Co. .My Commission Expires Dec. 21, 2001 I, EVELYN D. PUNDT, of Rye Township, Perry County, Pennsylvania, declare this to be the sole Codicil to my Last Will, dated March 9, 2001. I hereby add the following ITEM V to my Last Will and Testament as follows: ITEM V. No personal representative acting hereunder shall be required to post bond or enter security in any jurisdiction. In all other respects, I hereby ratify, confirm and republish my Last Will dated March 9, 2001, together with this Codicil, as and for my Last Will. IN WITNESS WHEREOF, I have hereunto set my hand on this ~-qq'~ day of EVELYN D. PUNDT (SEAL) Signed, sealed, published and declared by the above-named EVELYN D. PUNDT, as and for her sole Codicil to her Last Will and Testament, dated March 9, 2001, in the presence of us, who, at her request, in her presence and in the presence of each other have hereunto subscribed our names as wimesses. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: ; SS. COUNTY OF CUMBERLAND : ~(l~rd .M.'-~IQ~>-~- , 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 the sole Codicil to her Last Will and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the wimesses, in the presence and hearing of the Testatrix, signed the sole Codicil to her Will as wimess and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. D. PUNDT ~/~imess Wimess ~. S~ubs~:ibe~t, sv~9~,to and cacknowledgedM~, fore roe by EVELYN D. PUND~r, Testatrix, -I,!~('~O{-~/A~F/~(~][~and ~kc'(~ '~ ~- ~91£~(~ , witnesses, this C9.(/ day of 5 j00 ._ 144366 My Commis~;-- E~;~. ~ anlac SEAL J ...... ~'~w~P~lL D. SHEAFFEfl, Nota~ Public [ Carlisle, Gumber[ana Gounty ] [My Commission Expiros Apr 23, 200~[ 3 Estate of: EVELYN D. PUNDT also known as ,Deceased INVENTORY No.: 0q- Date of Death: MAY 23, 2004 Social Security No.: 073-10-0818 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pannsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedant's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the set~dt:mf21~ ~ne~e;n~to~r~.~ ~I/We ve, r?y?a!.the stat,e~ents, made in this Inventory are true and corr~.~&x I/We understand that false ~m ,maue are suojecr to me penalties oi 18 Pa. C.S. Section 4904 relating t~/~swop falsification to authorities. Name of A~omey: FRANCIS M. SOCHA, ESQUIRE Personal Repres~ntativo?PETER H PUNDT I.D. No.: 29101 Dated' Address: 305 NORTH FRONT STREET ':' HARRISBURG, PA 17101 Telephone: (717) 237-7100 1. Alliant Ener Stock: ~0~ 2. Carolina $5 Pfd Stock: 200 shar~ 144141306_~ 3. Ener_g~' East Stock: 2000 shares~ #: 29266M109_~ 4. FPL Group_~tock: 1000 shares Cu.~.~_#: 302571104).____ 5. Home Pro~perties stock: 1850 share~ #: 437306103_~._ 6. MGEEner_.~stock: 1125 share~55277P104_4~___ 7. Pr~stock: 2492 shares ~: 763263105) 8. Excel Ener_Eg~ stock: 186 shares ~E_#: 87389B 10.~___ A.G. Edwards & Sons, Inc., Centennial Money Market Accotmt No.: 370-324611. Date Created: 10. Miscellaneous Personal Pro e_qp~_r~ Total Valu~'r $ 13,422.68 $ 15,300.00 $ _44,990.00 $ 61,825.00 $ 69,976.25 $ 33,198.75 $ ~02,894.68 $ 3,000.18 $ 9,620.00 $ 300.00 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the perd~nal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. 303140.1  COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FiLE NUMBER I 21 _ 04 00668 Z i DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Pundt, Evelyn D. DATE OF DEATH (MM-DD-YEAR) ~ DATE OF BIRTH (MM-DD)~EAR) 05/23/2004 0 02/24/1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 073-10-0818 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [~1. Odginal Retum [~4. Umitad Estate ~'~6 Decedent Died Testate Cr, ac~ copy of ~]9. Litigation Proceeds Received NAME Francis M. Socha, Esquire FiRM NAME Thomas, Thomas & Hafer, LLP TELEPHONE NUMBER (717) 237-7100 [~2. Supplemental Return [~7. Decedent Maintained a Living Trust (A~ch copy oITrust) COMPLETE MAILING ADDRESS 305 N. Front Street P.O. Box 999 Harrisburg, PA 17108 [~5. Federal Estate Tax Return Required O~ 8. Total Number of Safe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) (At~c~ SCh O) 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Co~oration, Partnership or Sole-Prbe~etorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Sank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) []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, Mortgage Liabilities, & Liens (Schedule ~) (10) 11 Total Deducttans (total Lines 9 & 10) 12 Net Vatae of Estate (Line 8 minus Line 11) 13 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 344,607.5z~3 q 9,920. 15,426.72~ 369,954,26 4,430.52 (11) 4,430.52 (12) 365,523.74 (13) 754.25 (14) 364,769,49 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) x .0 (15) 16. Amountof!.Jne 14 taxable at lineat rate 364,769.49 x 0 45 (16) 17. Amount of Line 14 tsxable at sibling rats x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 16,414.63 16,414.63 Decedent's Complete Address: 700 Walnut Bottom Road C~T~Carlisle Tax Payments and Credits: 1. Tax Due (Page I Line l g) 2. CreditsJPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penatty 820.73 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. l STATEpA (1) Total Credits (A+ B + C ) (2) IZ~P17013 Total Intarest/Penalty ( D + E ) (3) (4) (5) (5A) (5B) 16,414.63 820.73 15,593.90 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE, 15,593.90 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-prebata property which contains a beneficiary designation? ........................................................................................................................ [] [] TO~Y~F THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. IF THE ANSWER 08/1 2/O4 ADDRESS ~ ' v 55 Miller Gap Road, Marysvill~ ~i~'~IATU R~,~"'FRE PAR E R O3:l~j~ T~I~Ti~/E DATE - ADORE S~_~ ,~.~ 08/12/04 305 N. Front Street, P.O. Box 999, Harrisburg, PA 17108 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 RS. §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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicabre 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 va~ue 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 decodeafis 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-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Evelyn D. Pundt SCHEDULE B STOCKS & BONDS FILE NUMBER 21-04-668 All property Jointly-owned with right of survivorship must be disclosed on Schedule F, ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 5. 6. 7. 8. Alliant Energy Stock: 555 shares (Cusip No.: 018802108) Carolina $5 Pfd Stock: 200 shams (Cusip No.; 144141306) Energy East Stock: 2000 shares (Cusip No.: 29266M109)) FPL Group Stock: 1000 shams (Cusip No.: 302571104) Home Properties Stock: 1850 shams (Cusip No.:437306106) MGE Energy Stock: 1125 shares (Cusip No,: 55277P104) Progress Energy Stock: 2492 shares (Cusip No.: 743263105) Xcel Energy Stock: 186 shams (Cusip No,: 87389B100) 13,422.68 15,300.00 44,990.00 61,825.00 69,976.25 33,198.75 102,894.68 3,000.18 TOTAL (Also enter on line 2, Recapitulatior $ 344,607.54 (If mom space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Evelyn D. Pundt SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-04-668 Include the proceeds of litigahon and the date the proceeds were received by the estale, All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. A. G. Edwards and Sons, Inc., Centennial Money Market Account #: 370-324611 (Date Created: 1/2001) Miscellaneous Personal Property 9,620.00 300.00 TOTAL (Also enter on line 5, Recapitulation) $ 9,920.00 {If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Evelyn D. Pundt SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-04-668 If an asset was made Joint within one year of the decedant'a date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Pete Pundt 55 Miller Gap Road Marysville, PA 17053 Son JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH iTeM FOR JOIN!MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 12/01/2000 PSECU, Regular Shares (Sl) Account No.: 0073100818 24,613.44 50% 12,306.72 2. A 1210112000 PSECU, Checking Shares (S4) Account No.: 0073100818 6,130.90 50% 3,065.45 3. A 12/01/2000 PSECU, Dividends (Interest) Account No.: 0073100818 109.09 50% 54.55 TOTAL (Also enter on line 6, Recapitulation)$ 15,426.72 (If more space is needed, insert additional sheets of the same size) EX+ SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN AD/VIINISTEATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Evelyn D. Pundt 21-04-668 Debte of decedent musl be reported on Schedule [. ITEM NUMBER DESCRIPTION AMOUNT 2. 5, 6. 7, FUNERAL EXPENSES: Hollinger Funeral JP Flowers Webster Union Cemetary St. Rita's Church and Organist Catedng Works ADMINISTRATIVE COSTS: Personal Representative's Commissioes Name of Personal Representative(s) Social Security Number(s)/EIN Nt~mber of Personal Representative(s) Stree( Address City State Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's= attach explanation) Claimant Street Address City State . Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Advertising Fee: Perry County Times 1,720.80 81.19 175.00 175.00 346.03 1,500.00 372.50 60.00 TOTAL (Also enter on line 9, Recapitulation) $ 4,430.52 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Evelyn D, Pundt SCHEDULE J BENEFICIARIES FILE NUMBER 21-04-668 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfem under Sec. 9116 (a) (1.2)] Pete Pundt, 55 Miller Gap Road, Marysville, PA 17053 Son 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 Goodwill Industries Presbyterian Horues, Inc, (Forrest Park) 554.25 200.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 754.25 (If more space is needed, insert additional sheets of the same size) · ast ill aah estam¢nt OF EVELYN D. PUNDT I, EVELYN D. PUNDT, of Rye Township, Perry County, Pennsylvania, declare this to be my Last Will and revoke any Will previously made by me. ITEM I: DEBTS. I direct that all my debts and funeral expenses, including my grave marker, and all expenses of my last illness that my estate is obligated to pay, be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM II: TANGIBLE PERSONAL PROPERTY. I give my automobiles and personal effects, my household goods and other tangible personal property of like nature (not including cash or securities), together with the insurance thereon, to my sons JOHN C. PUNDT and PETER H. PUNDT. While this gift is absolute, if I file with my will a Letter of Instruction indicating my desire with respect to the disposal of an item or items of said tangible property, it shall be regarded. ITEM III: REST, RESIDUE AND REMAINDER. I give, devise and bequeath all the rest, residue and remainder of my estate to nay sons, JOHN C. PUNDT and PETER H. PIYNDT, and their then living issue, per stirpes. ITEM IV: PERSONAL REPRESENTATIVE. I name, constitute and appoint my sons, JOHN C. PUNDT and PETER H. PUNDT as co-executors or the survivor thereof as executor of this my Last Will and Testament. IN WITNESS WHEREOF, I hereunto set my hand and seal this ¢) day of Evelyn Eft. Pun& (SEAL) Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at his rec~uest, in his presence and in the presence of each other have ~tn hereunto esses. AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: We, EVELYN D. PUNDT, ~".~.-.~.~ x-~..~,~.~.----, and ~w,,',..~,..~_0._ '%,... Q,,_~,~__ , the Testal'dx and the wimesses, respectively, whose Ir3xnes are signed~'~d~e 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 that she had signed willingly and that she executed it as her flee 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 wimess and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testatrix, and ~.~,.. · ',,-c,, ._ , ~~ ,-3, 2001. - Sworn to or affirmed to and subscribed to before me by EVELYN D. PUNDT wimes~s, this % ,6c, day of Notary Public Q~ % ' My Commission Expires: :143413 NOTARIAL SEAL DIANNE LENIG, Notary Public Lemoyne Borough Cumberland Co. .My C, ommission Expi~'e~ O~c. 2L 200~ · aat ~11 ani~ i~e~tantent (~f · uel n uni t I, EVELYN D. PIJNDT, of Rye Township, Perry County, Pennsylvania, declare this to be the sole Codicil to my Last Will, dated March 9, 2001. I hereby add the following ITEM V to my Last Will and Testament as follows: ITEM V. No personal representative acting hereunder shall be required to post bond or enter security in any jurisdiction. In all other respects, I hereby ratify, confirm and republish my Last Will dated March 9, 2001, together with this Codicil, as and for my Last Will. IN WITNESS WI-IEREOF, I have hereunto set my hand on this ')')Qn~t a / ,2003. 'd EVELYN D. PUNDT day of (sE,~) Signed, sealed, published and declared by the above-named EVELYN D. PUNDT, as and for her sole Codicil to her Last Will and Testament, dated March 9, 2001, in the presence of us, who, at her request, in her presence and in the presence of each other have hereunto subscribed our names as witnesses. 2 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: ; SS. COUNTY OF CUMBERLAND : ~qA~o,o k/."-~ll.k~2b-F'' , 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 the sole Codicil to her Last Will and that she had signed willingly 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 sole Codicil to her Will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. EVELYN D. PUNDT Witness S, ub,scribed, sworn to andraacknowledgedA~efore me by EVELYN D. PUNDT, Testatrix, F-~ i'-~x~:'~nAnnt"d¢._u~ ,x,~ .',~,x-', L? ~v¢¥, witnesses, th~ ~ day of ~ ib ' ,~003. :144366 My Commission Exlbires: NOTARIAL SEAL t [ APRIL D. SHEAFFER Notary Pub c l, Carlisle, Cumberland County J My Commission Expires April 23, 2006 3 My My My My :142606 LETTER OF iNSTRUCTION PURSUANT TO ITEM II OF MY WILL To To To 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 REV-1162 EX(11-96) NO. CD 0O4262 PUNDT PETER H 55 MILLER GAP ROAD MARYSVILLE, PA 17053 ........ fold ESTATE INFORMATION: SSN: 073-10-0818 FILE NUMBER: 21 04-0668 DECEDENT NAME: PUNDT EVELYN D DATE OF PAYMENT: POSTMARK DATE: O8/12/2004 08/12/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/23/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $15,593.90 TOTAL AMOUNT PAID: $15,593.90 REMARKS: SEAL CHECK# 561 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZND~VZDUAL TAXES FRANCIS N SOCNA $05 N FRONT ST HBG CONNONNEALTH OF PENNSYLVANIA GEPARTHENT OF REVENUE PA 17101 NOT/CE OF /NHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DISALLOWANCE DEDUCTIONS AND ASSESSHENT OF TAX R~-~7 ~ ~ io2-O~] ~DATE 10-19-200fi ESTATE OF PUNDT EVELYN DATE OF DEATH 05-Z$-2004 OCT 22 .... FILE NUHBER 21 04-0668 -'U~coUNTY CUNBERLAND ACN 101 Amoun~ Remt~ed NAKE CHECK ?AYABLE AND RENIT PAYNENT TO: REGISTER OF HILLS CUH~ERLAND CO COURT HOUSE CARLISLE, PA 17015 D CUT ALONG THXS LINE ~ RETAIN LONER PORTZON FOR YOUR.R.~?_R_~______-~_ ...................... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE ANDESTATETAX OFFICIALRECEIPT REV-1162 EX(11 96) NO. CD 00453O SOCHA FRANCIS M ESQ 2201 N SECOND ST HARRISBURG, PA 17110 ........ fold ESTATE INFORMATION: SSN: 073-10-0818 FILE NUMBER: 2104-0668 DECEDENT NAME: PUNDT EVELYN D DATE OF PAYMENT: 10/22/2004 POSTMARK DATE: 10/21/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/23/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I 957.41 TOTAL AMOUNT PAID: $57.41 REMARKS: SEAL CHECK# 106 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU 0~' TNDZVZDUAL TAXES ZNI~RZTAHCE TAX DZVTSZON DEPT. Z8060! HARRTSBURG, PA 17118-0601 FRANCIS M SOCHA 305 N FRONT ST HBG COMMONWEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX REV-154? EX AFP [91-n5) PA 17101 ~: DATE 10-19-200q ~., ESTATE OF PUNDT DATE OF DEATH 05-23-200q FXLE NUHBER 21 0~-0668 · ~}~ ~;"~- ~OUN CUMBERLAND 15 IO! EVELYN D Amoun~ Remi*~ed HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~'~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF PUNDT EVELYN D FILE NO. 21 0~-0668 ACN 101 DATE 10-19-200R TAX RETURN NAS: ( ) ACCEPTED AS FTLED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON.' ORIGINAL RETURN I Real Es~a~e (Schedule A) 2 S*ocks and Bonds (Schedule B) $ Closely Held S~ock/Par~nership Tn~eres* (Schedule C) Mortgages/No':es Receivable (Schedule D) Cash/Bank Depos1~s/Misc. Personal Proper~y (Schedule E) 6 Joln*ly Owned Proper~y (Schedule F) 7 Transfers (Schedule G) 8 To,al Asse~cs APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Cos:~s/Nisc. Expanses (Schedule H) 10. Deb*s/Mortgage Liabili~:ies/Liens (Schedule T) 11. To,al Deductions 12. Ne* Value of Tax Re~urn 15. lq. (1) (2) (3) (5) (6) (7) (9) (10) Chari~abla/$overnman~al Bequests; Non-elec*ad 9115 Trusts (Schedule J) Ne* Value of Es~a~e Subjac~ ~o Tax 0O 3~q~607 5~ O0 O0 11~570.37 15~26 72 O0 (8) ~,75Z.Z3 52.67 NOTE: To /nsure proper credi* ~o your accoun*, submA* ~he upper portion of *his form wi~h your ~ax payment. NOTE: 371,60q.63 (11) ~ .Rtl;. Off (12) 366,799 (15) 75q.25 (ir,) 366,0q5. If an assessment Nas issued previously, 11nes 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. 18 and 19 ~ill 15,593.90 TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE PAYMENT MUST BE MADE BY OZ-Z3-2005~. TF PATD AFTER DATE TNDTCATED, SEE REVERSE FOR CALCULATTON OF ADDTTTOMAL TNTEREST. 16,qlq.63 57.ql .00 57 .ql ( TF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS REI)UZRED. TF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU MAY BE A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTTONS. ASSESSMENT OF TAX: 15. Amoun~ of Line lq a~ Spousal ra~a 16. Amoun~ of Line lq ~axable a~ Lineml/CXass A ra~e 17. Amoun~ of Line lq a~ Sibling ra~e 18. Amoun~ of Line lq *axabXe a~ Colla~aral/CXass B ra~e 19. Principal Tax Due TAX CREDITS: PAYMENT RECE/P1- D/SCOUNT 1+) BATE NUMBER TNTEREST/PEN PATD (-) 08-12-200q CD00qZ6Z 820.73 AMOUNT PAID (1;) .00 x O0 = .00 (16) 366,0q5.38 x Oq5= 16,~.7Z.Oq (17) .00 x 12 = .00 (lB) .00 X 15 = .00 (19)= 16,q71.0q RESERVATION: PURPOSE OF NOTICE: PAYNEHT: REFUND (CA): OBJECTIONS: ADHIN- ISTRAT/VE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 11, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (coZlateral) 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 laaful Class 8 (collateral) rate on any such futura interest. To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (71 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF WILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by ceiling the special Z4-hour answering service for forms ordering: 1-800-361-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT Any party in interest not satisfied aith the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 181021, 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 Raviea Unit, Dapt. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6SOS. Sea page 5 of the booklet "Instructions for [nheritanca Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (52) discount of the tax paid is allowed. The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa 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 ahich became delinquent before January l, 1982 bear interest at the rate of six (6X) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through 2004 are: Interest Daily Interest DaiZy Interest Year Rate Factor Year Rate Factor Year Rate 198Z ~ .0005q8 ~-8-1991 117. .goo301 ~ 97. 1983 162 .0004'58 1992 97. .000247 ZOOZ 62 198q llZ .000301 1993-1994 72 .OOOl9Z 2003 52 1985 137. .000356 1995-1998 97. .000147 ZOOq 4Z 1986 IOZ · 000174 1999 77. . OOOlgZ 1987 iOZ . 000274 2000 7Z . OOOlgZ --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELTN~UENT X DAILY /NTEREST FACTOR Daily Factor oO00Z~7 .000164 .0001~7 .000110 --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. REV-1470 EX i6-F8)  INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME FILE NUMBER Evelyn D Pundt 2104-0668 REVIEVVED BY ACN Sandra J Eslinger 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES Accepted additional assets and debts per correspondence dated October 5 2004. ROW Page 1 BUREAU OF ZNDZVTDUAL TAXES ZHHERI'TANCE TAX DI'VTS]'ON PO BOX Z80601 HARRTSBURG, PA 171Z8-0601 COHHON#EALTH OF PENNSYLVANIA BEPARTHENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT REV-1GO7 EX kFP (09-0~) FRANCIS H SOCHA $05 N FRONT ST PA 17101 DATE 1Z-O6-ZOOq ESTATE OF PUNDT BATE OF DEATH 05-Z$-ZOOq FILE NUHBER Z1 0~-0668 COUNTY CUHBERLAND ACN 101 Amoun~ Remi~:~ed EVELYN D -- DC~ HAKE CHECK PAYABLE AND REHZT PAYHENT TO: ul t~.~ ,cc ~C} REGISTER OF WILLS ~.~ ~ ~ ...... ~ OU~BERLAND ~0 ~OURT HOUSE ~ c,.~ ~ 0~[:~3 CARLISLE, PA 1701~ ~: T~nsuPe ~ c~edi~ ~o you~ acooun~ submi~ ~he upp~P po~ion of ~his fo~m wi~h you~ C NG~ZS LZN ' ~ RETAZN LOHER PORTZON FOR YOUR RECORDS ESTATE OF PUNDT EVELYN D FILE NO. 21 0q-0668 ACN 101 DATE 12-06-ZO0q THIS STATENENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NANED ESTATE. SHO#N BELON ZSA SUMMARY OF THE PRINCIPAL TAX DUE, APPLZCATTON OF ALL PAYNENTS, THE CURRENT BALANCE, AND, TF APpLTCABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 10-19-Z00~ PRINCIPAL TAX DUE: ........................................................................................ PAYHENTS (TAX CREDITS): 16,q72.0~ PAYMENT RECEIPT DISCOUNT ¢+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 820.73 08-12-Z00q 10-Z1-Z00~ CDOOq262 CDOOq530 .00 15,593.90 57.ql ZF PAID AFTER THIS BATE, SEE REVERSE S/DE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE 1S LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), TOTAL TAX CREBZT 16,q72.0q BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTRUCTZONS. ) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 SOCHA FRANCIS M ESQ 2201 N SECOND ST HARRISBURG, PA 17110 RE: Estate of PUNDT EVELYN D File Number: 2004-00668 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/23/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 PUNDT PETER H 55 MILLER GAP ROAD MARYSVILLE, PA 17053 RE: Estate of PUNDT EVELYN D File Number: 2004-00668 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/23/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Register of Wi Us of Cumhedand Coun'U.y STATUS REPORT UNDER RULE 6.12 ..G /., !\. I;;' ./ ;L Name of Decedent: t...: V" A , 7~ 0 ~/V ~I Date of Death: ~~- e21J - :< (Jar' Estate No.: -2(/(/( - ttJdb~ $Y 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 a~stration of the estate is complete: Yes 0 No pQ 2. If the answer is No, state when the personal representativ~ rJasonably believes that the administration will be complete: ,<)f')( ~J 3. If the answer to No.1 is Yes, state the foIIowing: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 roval of fonnal or informal Orphans' Court and may be c. Copies of receipts, releases, joinders and a accounts may be filed with the Clerk of attached to this report c0;o/ / Si~ature jJ~/ ~l HAI'1'/ Name Date: t' 3~-11ft1f.<"1 ~'f p& Address fA'M!-tp Ill/I Q J fJA- / } 6 :S ?f? -93J-J33L Telephone No. . Capacity: rb4Personal Representative UCounsel for personal representative /, / ~'. 'Y.I, i NJ, .i \ \./ In Re: Estate of PUNDT EVELYN D ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00668 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: PUNDT PETER H Counsel for Personal Representative: SOCHA FRANCIS M ESQ Date of Decedent's Death: 5/23/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6,12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6,12, Supreme Comi Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 fom1 is not filed in accordance with Rule 6.12 the Court will be notified of SLlch delinquency and the undersigned will 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: 5/31/2006 //1 V ; 1fJ-.~ J) A:t.I'~ L1ifU;raU )5aM.;~ Glenda Farner Strasbaugh /J Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File In Re: Estate of PUNDT EVELYN D ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00668 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: PUNDT PETER H Counsel for Personal Representative: SOCHA FRANCIS M ESQ Date of Decedent's Death: 5/23/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will 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: 5/31/2006 ~.~J~ ',/ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distlibution: Personal Representative Counsel for Personal Representative Estate File INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF ORPHAN'S COURT DIVISION EVELYN D. PUNDT, NO. 2004-00668 Deceased STATUS REPORT UNDER RULE 6.12 NAME OF DECEDENT: DATE OF DEATH: ESTATE NO.: Evelyn D. Pundt May 23,2004 21-04-00668 To the Register: Pursuant to Rule 6.12 of the Supreme Court Orphan's 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 No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 6 months 3. If the answer to No. 1 is Yes, state the following: a. Did the Personal Representative file a final account with the Court? Yes No b. The separate Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of fOlmal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this rep~ Date: (y(~o( D(P SignaturL Name: LD. No.: Address: J. McNa iy, , Esquire 5 61 305 N. Front Street Harrisburg, P A 17101 (717) 237-7100 Counsel for Personal Representative Telephone: Capacity: 434967.1 '- C)~~l(.: (\; ~ THOMAS, THOMAS & HAFER, LLP . John 1. McNally, Esquire Identification Number: 52661 20 % JU I. \ Lf 305 N. Front Street P.O. Box 999 Harrisburg, PA 17108 (717) 237-7116 jmcnally@tthlaw.com II: 29 Counsel for Personal Representative Peter H. Pundt, Executor INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF ORPHAN'S COURT DIVISION EVELYN D. PUNDT, Deceased NO. 2663 88%5 2coit - lcV~ FAMILY SETTLEMENT AGREEMENT sf ~ THIS AGREEMENT is made on the L- day of ~' 2006, by and among PETER H. PUNDT, Individually and as Executor of the Estate of EVEL YN D. PUNDT, Deceased, and JOHN C. PUNDT, as beneficiaries ofthe said Estate (hereinafter collectively referred to as the "Beneficiaries"). In accordance with their desire that the administration of the Estate ofEVEL YN D. PUNDT be terminated without the expense and delay of a court accounting, the parties hereto, in consideration of the mutual covenants herein expressed, and intending to be legally bound thereby, agree that: 1. EVELYN D. PUNDT (the "Decedent"), who resided at 700 Walnut Bottom Road, Carlisle, Cumberland County, Pennsylvania, died testate on May 23,2004. 2. The Estate of EVELYN D. PUNDT is being administered pursuant to the Last Will and Testament of EVEL YN D. PUNDT, dated March 9, 2001, which appointed both JOHN C. PUNDT and PETER H. PUNDT, to serve as co-executors of the estate. 432976.\ tJ1/ 3. On June 23,2004, JOHN C. PUNDT, son of EVEL YN D. PUNDT, Decedent, formally renounced his right to administer the estate and respectfully requested that Letters Testamentary be issued exclusively to PETER H. PUNDT, son of EVELYN D. PUNDT, deceased. 4. On July 16, 2004, Letters Testamentary were duly granted to PETER H. PUNDT by the Register of Wills of Cumberland County, Pennsylvania, at the above number and term. 5. Notice of Estate Administration was served on all the heirs and a Certification of Notice was filed on July 26,2004, in the Office ofthe Register of Wills of Cumberland County, Pennsylvania. 6. On August 12,2004, PETER H. PUNDT, as Executor of the Estate of EVELYN D. PUNDT, deceased, filed a Pennsylvania Inheritance Tax Return, with an inheritance tax owed, and subsequently paid for, by the estate in the amount of$15,593.90. The estate made yet another additional payment in the amount of $57.41 on October 21, 2004, for a total inheritance tax owed, and subsequently paid for, by the estate in the amount of$16,472.04. 7. The parties in interest under the Last Will and Testament of EVELYN D. PUNDT, Deceased, are: (i) JOHN C. PUNDT, son; and (ii) PETER H. PUNDT, son and Executor 8. Under the Last Will and Testament of EVEL YN D. PUNDT, the Estate of EVELYN D. PUNDT is given to the following heirs as indicated herein: ITEM II: TANGIBLE PERSONAL PROPERTY. I give my automobiles and personal effects, my household goods and other tangible personal property oflike nature (not including cash or securities), together with the insurance thereon, to my sons JOHN C. PUNDT and PETER H. PUNDT; 432976.1 ITEM III: REST, RESIDUE AND REMAINDER. I give, devise and bequeath all the rest, residue and remainder of my estate to my sons, JOHN C. PUNDT and PETER H. PUNDT, and their then living issue, per stirpes. 9. The Beneficiaries hereby acknowledge receipt oftheir entitled shares of the tangible personal property and rest, residue and remainder ofthe estate. 10. The Beneficiaries desire to settle the Estate informally in order to avoid the expense and delay involved with the formal adjudication of a First and Final Account by the Orphans' Court Division of the Court of Common Please of Cumberland County, Pennsylvania. 11. The Beneficiaries desire to settle and compromise any and all claims and rights which they may possess, now or hereafter, in the Estate and to confirm their acceptance ofthe Informal Account (the "Account"), attached hereto as Exhibit "A" and incorporated herein by this reference, and the Proposed Schedule of Distribution (the "Schedule"), attached hereto as Exhibit "B" and incorporated herein by this reference. The Beneficiaries desire that the distributions to them, as set forth on the attached Schedule, be in full satisfaction of their rights in the Estate. 12. The Beneficiaries wish to release the Executor and to indemnify him against any and all claims that may be asserted against the Estate or the Executor after the date hereof. 13. The Executor is willing to settle the Estate informally in consideration of the indemnifications hereinafter provided by the Beneficiaries. NOW, THEREFORE, WITNESSETH, in consideration of the foregoing and intending to be legally bound, jointly and severally, the Beneficiaries, for themselves, their successors and aSSIgns: A. Represent and warrant that they have read and understand this Agreement and confirm that the facts set forth above are true and correct, to the best of their knowledge, information and belief 432976.\ B. Declare that they have sufficient information to make an informed waiver of their right to a formal accounting with the Court, and do hereby waive the filing and auditing of the same. C. Acknowledge that the distributive share or amount set forth on the Schedule shall be in full satisfaction of their respective entitlements under the Will. D. Release, remise, quitclaim and forever discharge the Executor, his heirs, personal representatives, successors and assigns, from and against all claims that they, as beneficiaries of the Estate, and in connection with the Estate, had, now have or may in the future have in connection with the Estate. E. Agree to refund, on demand, all or any part of any aforesaid distribution, which has been determined by the Executor, or by the Court, or by any court of competent jurisdiction, to have been improperly made. F. Agree to indemnify and hold harmless the Executor, his heirs, personal representatives, successors and assigns, from and against any and all claims, loss, liability or damage (whether or not related to the negligence ofthe Executor) that may hereafter be asserted against the Estate or against the Executor. G. Agree to execute such other or additional documents as may be necessary to effectuate the agreements set forth herein. H. Acknowledge that this Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania. 1. Consent to the Court exercising personal jurisdiction over them in any suit or action arising out of the enforcement of this Agreement. IN WITNESS WHEREOF, the Beneficiaries have placed their hands and seals on the attached Consents to Family Settlement Agreement. c By, III, Esquire Identification . 2661 305 N. Front Street P.O. Box 999 Harrisburg, PA 17108 432976.1 Date: 432976.1 (717) 237-7116 ~ttorney for Executor eter H Pundt 1 }~?-lo~ INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF ORPHAN'S COURT DIVISION EVELYN D. PUNDT, NO. 2003-00965 Deceased CONSENT TO FAMILY SETTLEMENT AGREEMENT AND RECEIPT FOR DISTRIBUTION I, PETER H. PUNDT, Individually and as Executor of the Estate of EVEL YN D. PUNDT, Deceased, hereby acknowledge receipt of the tangible personal property of the Decedent, and the distribution in the amount shown on the Proposed Schedule of Distribution. I hereby consent to and join in the Family Settlement Agreement relating to the Estate of EVELYN D. PUNDT, deceased, a copy of which, indud' e ibits, has been provided to me. ,:C-- ~J)( PETER H. PUNDT, EXECUTOR IJz..- Yo if( COMMONWEM~~...pEt~JSYl.VWIA : SS. ~J(v. ,,___ .IL COUNTYOF~ ~ ~r On this, the L day of '\~ ' 2006, before me, the undersigned officer, personally appeared PETER ~UND , known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same in the capacities and for the purposes therein contained. IN WITNESS WHEREOF, I hereunder set my hand and official seal. 432976.] ~~~J~ J fftv M' ~Ll ~~~~ b1&f.t~(y(jA INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF ORPHAN'S COURT DIVISION EVELYN D. PUNDT, NO. 2003-00965 Deceased CONSENT TO FAMILY SETTLEMENT AGREEMENT AND RECEIPT FOR DISTRIBUTION I, JOHN C. PUNDT, hereby acknowledge receipt ofthe tangible personal property of the Decedent, and the distribution in the amount shown on the Proposed Schedule of Distribution. ~ fV~ hereby consent to and join in the Family Settlement Agreement relating to the Estate of JOI~. ~ PUNDT, deceased, a copy of which, including exhibits, has been provided to me. ~ ~/I2t~ C.PUNDT " \ STATE OF NEW YORK : I'"""J r~ M Ai) ( Sb", : SS. Rn--1 ,. (1- COUNTY OF MOUROE : On this, the J f1- day of J ~ , 2006, before me, the undersigned officer, personally appeared JOHN C. PUNDT, k10wn to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same in the capacities and for the purposes therein contained. IN WITNESS WHEREOF, I hereunder set my hand and official seal. ~~ ~\1N M \ 'le.u y ~ ~'~()\QJ of' ~~ ~'O(~. ' 432976. I INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF ORPHAN'S COURT DIVISION EVELYN D. PUNDT, NO. 2003-00965 Deceased VERIFICATION I, PETER H. PUNDT, hereby certify that the statements made in the foregoing Family Settlement Agreement are true to the best of my knowledge, information and belief. I understand that any false statements made herein are subject to penalties for perjury under 18 Pa.C.S. ~ 4904. /' \ 432976.1 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ESTATE OF ORPHAN'S COURT DIVISION EVELYN D. PUNDT, NO. 2003-00965 Deceased RECEIPT. RELEASE. REFUNDING AND INDEMNIFICATION AGREEMENT I, JOHN C. PUNDT, beneficiary to the Estate of EVEL YN D. PUNDT, Deceased, hereby: 1. Acknowledge receipt of the sum of One Hundred Fifty-One Thousand. Eight Hundred Seventy Dollars and Nineteen Cents ($151.870.19) as outlined in the Proposed Schedule of Distribution attached hereto as Exhibit "B". 2. Releases PETER H. PUNDT, Executor of the Estate of EVEL YN D. PUNDT, and his heirs and personal representative, from all liabilities, whether due to the Executor's negligence or otherwise, which he may have by reason of his administration of the Estate; 3. Agrees to refund to the Executor any portion of the distribution to which he is not properly entitled and, to the extent of said distribution, to indemnify the Executor for claims made against him as Executor, and to reimburse to him all expenses and costs incurred in connection with any such claims; and 4. Declares that this instrument will be legally binding upon him, his personal representative, successors, and assigns. IN WJ.TNESS WHEREOF, I have hereunto set my hand and seal this ~ day of 7' ,JL , 2006. ~ I HEREBY CERTIFY that the statements made in the foregoing instrument are true to the best of my knowledge, information and belief. I understand that any false statements made herein are subject to penalties of perjury under 18 Pa.C.S. S 4904. ~I) \~ W TNESS Tb"" M, k'€i1 9/v p~ J C. PUNDT 432976.1 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF ORPHAN'S COURT DIVISION EVELYN D. PUNDT, NO. 2003-00965 Deceased INFORMAL ACCOUNT Date of Death: May 23, 2004 Date of Appointment: July 16, 2004 RECEIPTS Assets lliant Energy Stock: 555 shares (Cusip No.: 018802108) Carolina $5 Pfd Stock: 200 shares (Cusi No.: 144141306) nergy East Stock: 2000 shares Cusi No.: 29266M109) PL Group Stock: 1000 shares (Cusip No.: 302571104) orne Properties Stock: 1850 shares (Cusi No.: 437306106) GE Energy Stock: 1125 shares (Cusip No.: 55277P104) rogress Energy Stock: 2492 shares (Cusi No.: 743263105) cel Energy Stock: 186 shares Cusi No.: 87389B100) .G. Edwards and Sons, Inc., Centennial Mone Market Account No.: 370-324611 iscellaneous Personal Pro erty orest Park Health Center (Refund) Synthroid Marketing Litigation (In Re: Synthroid Marketing Litigation, No.: 97C6017, DL 1182 (USDC Northern District of Illinois) SECU Regular Shares (SI) Account No.: 0073100818 (JTWROS - Peter H. Pundt) Value as of Date of Death $13,422.68 $69,976.25 $33,198.75 $102,894.68 $3,000.18 $9,620.0 $300.0 $1,543.88 $106.4 $24,613.4 432976.1 PSECU Checking Shares (S4) Account No.: 0073100818 $6,130.90 (JTWROS - Peter H. Pundt) PSECU Dividends (Interest) Account No.: 0073100818 $109.09 JTWROS - Peter H. Pundt) Total Value of Assets: $387.031.34 432976.1 DISBURSEMENTS OF PRINCIPAL Ex enses nreimbursed Medical Expense (06/03/04) Graham Medical Clinic nreimbursed Medical Expense (06/03/04) Kenneth Guistwite, M.D. nreimbursed Medical Expense (08/12/04) Graham Medical Clinic nreimbursed Medical Expense (09/02/04) Holy Spirit Hos ital nreimbursed Medical Expense (09/1 0/04) orest Park Health Center haritable Contribution Goodwill Industries haritable Contribution Presbyterian Homes, Inc. (Forrest Park) uneral Expense (06/03/04) Hollin er Funeral Home uneral Expense (05/27/04) JP Flowers uneral Expense (05/27/04) Webster Union Cemetery uneral Expense (05/27/04) St. Rita's Church and Or anist uneral Expense (05/27/04) Caterin Works uneral Expense (08/23/04) Rochester Monument Com an , Inc. rob ate Fees (07/16/04) Cumberland Count Register of Wills ttorneys Fees (07/26/04) Thomas, Thomas & Hafer, LLP dvertising Fee (09/29/04) Cumberland Law Journal dvertising Fee (09/30/04) The Patriot News ennsylvania Inheritance Tax (08/12/04) Re ister of Wills, A ent dditional Pennsylvania Inheritance Tax (10/21/04) Re ister of Wills, A ent iling Fee - Family Settlement Agreement (06/2006) Cumberland County Re ister of Wills otal Administration Ex enses: Amount of Ex enses $5.99 $47.55 $11.98 $28.4 $12.29 $554.25 $175.0 $21 284.1 432976.1 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ESTATE OF EVELYN D. PUNDT, ORPHAN'S COURT DIVISION NO. 2003-00965 Deceased PROPOSED SCHEDULE OF DISTRIBUTION Balance Available for Distribution Alliant Energy Stock: 555 shares Cusip No.: 018802108 Carolina $5 Pfd Stock: 200 shares Cusip No.: 144141306 Energy East Stock: 2000 shares Cusip No.: 29266MI09 FPL Group Stock: 1000 shares Cusip No.: 302571104 Home Properties Stock: 1850 shares Cusip No.: 437306106 MGE Energy Stock: 1125 shares Cusip No.: 55277PI04 Progress Energy Stock: 2492 shares Cusip No.: 743263105 Xcel Energy Stock: 186 shares Cusip No.: 87389B100 A.G. Edwards and Sons, Inc. Centennial Money Market Account No.: 370-324611 Forest Park Health Center (Refund) Synthroid Marketing Litigation (In Re: Synthroid Marketing Litigation No: 97C6017, MDL 1182) (Less Administrative Expenses - See "Distribution of Principal") (Less PSECU Regular Shares (SI) Account No.: 0073100818- JTWROS - Peter H. Pundt) (Less PSECU Checking Shares (S4) Account No.: 0073100818- JTWROS - Peter H. Pundt) (Less PSECU Dividends (Interest) Account No.: 0073100818- JTWROS - Peter H. Pundt) Total: 432976.1 $13,422.68 $15,300.00 $44,990.00 $61,825.00 $69,976.25 $33,198.75 $102,894.68 $3,000.18 $9,620.00 $1,543.88 $106.49 ($21,284.10) ($24,613.44) ($6,130.90) ($109.09) $303.740.38 To: Peter H. Pundt Principal Cash: Income Cash: Total: $151,870.19 $0.00 $151.870.19 To: John C. Pundt Principal Cash: Income Cash: Total: $151,870.19 $0.00 $151.870.19 432976.1 ~UlllJ...)<::::L LclllU I....uuncy - .K.eglS1:er u.r: Wll.l.S One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/14/2007 SOCHA FRANCIS M 305 N FRONT ST 6RG FL PO BOX 999 HARRISBURG, PA 17108-0999 RE: Estate of PUNDT EVELYN D File Number: 2004-00668 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/23/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File J '" personal-~~B~€s~rltative(s) 6.;;1].~.': ~.~',r >'I{" ~ \.. L ~i i.... - _\ -_.."-_..1..0.................&.'"'" '--'-.Il....U.LI-.Y - ~C':::i.l..i::H_l;:::.L U.L VV1..J..l..t:> One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/14/2007 PUNDT PETER H 55 MILLER GAP ROAD MARYSVILLE, PA 17053 RE: Estate of PUNDT EVELYN D File Number: 2004-00668 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/23/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugn Clerk of the Orphans' Court cc: File Counsel ;,j c"\ I i \ ,,', I,}, , ,,' ,', "f ,'" ~ / \}.:.J .; I . .., .. _ ,... cj Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF ~JA,6u /1tN-~ COUNTY, PENNSYLVANIA Name ofDecedent: f- {j.L t;jN (). UN'dI-. . . Date ofDeath: 11111 .2 3, OJ. ~ 0 { File Number: ~O '/ -'-'12 '" <i Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: I 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. ~Yes DNo 2. If the answer-is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final'account with the Court? . . . . ... ,gyes DNo 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? ..............,................ . Jg.Yes DNo Li) or informal accounts may be c ed to this report. d. Copies of receipts, releases, joinders and approv so filed with the Clerk of the Orphans' Court and ay b Date f(J2[J.~ o Counsel .....:,:c '/14 Name of erson Fi!ing this Form /1 /~~e/AIN&IJ~ cf- ~ 'A/J~",J cr ~~III 'flJlJ) ~O ~,tJrt)3 e ephone . ~- -~J r'~'- Form RW-IO rev. 10.13.06 ....,.,.