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Home My WebLink About03-0142PETITION FOR PROBATE and GRANT OF LETTERS Estate of Thomas E. Moore No. also known as To: Social Security No. Deceased. 204-01-424~ Register of Wills for the County of Cumberland Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(l~, who is~ 18 years of age or older an the executr~ in the last wilt of the above decedent, dated November 15, 2002 and codicil(s) dated none in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 7 Brook.~do Avonu~.. gh'ippon~h,,rg; Shippensburg To wnshJ~p. Cumberland County, PA (list street, number and muncipality) Decendent, then 86 years of age, died January 10, 2003 ~ at 7 Brookside Avenue; Sh~ppen~hurg; Sh-ipp~nsburg Township: Cumhorl~nd Co., 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 the victim of a killing and was never adjudicated incompetent: n on o_ 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: 7 Brookside Avenue. Shippensburg, $ 4,000.00 $ $ Cumberland Co., PA PA WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. Na{~cv R./Hodge / request(s) the probate of the last will and codicil(s) Testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) 48 West Orange Street Shippensburg, PA 17257 OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA -~ COUNTY OF Cumberland ; SS The petitionertA) 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(x) and that as personal represen- tative(~z) of the above decedent petitioner(/0 will well ;~nd truly administer the esta~te according to law. Sworn to or affirmed and subscribed ~ Nmnev R/~o3~ '--/ ~' before ~ this /~ dayof [ - ' ~ - ' '- ~ ~ ~<~~ ~ ~ 2003 J ' ' ~ ~ ~ ~ ~eg~ter [ ~ Estate Of Thomas E. Moore , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~--~)c~nzcx~:~ ~ _ !q; c~OO._~ ]L~ in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instmmentl~t dated November 15. 2002 described therein be admitted to probate and filed of record as the last will of Thomas E. Moore and Letters Testamentary are hereby granted to Nancy R. Hodge FEES Probate, Letters, Etc .......... $ ~C), C~ Short Certificates(/~) .......... $ Ia. 00 ~ ~,~.~ .... $ TOTAL ~ $ ~. O0 Filed .. ~: )~.~.~ .................... Weigle & Associates, P.C. 126 East King Street ADDRESS Shippensburg, PA 17257 (717) 532-7388 PHONE r' LAST WILL AND TESTAMENT I, THOMAS E. MOORE, presently residing at 7 Brookside Avenue, Shippensburg, Cumberland County, Pennsylvania, 17257, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to NANCY R. HODGE, absolutely. THIRD. In the event that the said NANCY R. HODGE predeceases me or is not living on the sixtieth day following my death, I then give, devise and bequeath all of my estate, real, personal and mixed, whatsoever and wheresoever situate, to CURTIS B. HODGE. FOURTH. I nominate, constitute and appoint, NANCY R. HODGE presently of 48 North Orange Street, Shippensburg, Pennsylvania to be the Executrix of this my Last Will and Testament. In the event that the said NANCY R. HODGE is unable or unwilling to fufill the duties of Executrix under this my Last Will and Testament I then nominate constitute and appoint CURTIS B. HODGE presently residing at 15540 West Creek Road, Newburg, Pennsylvania as Executor under this my last Will and Testament. FIFTH. I direct that my personal representative(s) shall not be required to give bond for the faithful performance of their duties in any jurisdiction. SIXTH. I direct my Executrix(or) to retain the services of JERRY A. WEIGLE, ESQUIRE, with offices located at 126 East King Street, Shippensburg, Pennsylvania 17257, with respect to the settlement of my estate due to his familiarity with my affairs. IN WITNESS WHEREOF, I, THOMAS E. MOORE, have ttereunto set my hand ~nd seal to this my Last Will and Testament, written on one (1) page this ] ~?~.~, day of ,ff~.~~, 2002. WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 This instrument was by the Testator, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in the presence of each other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · SS I, Thomas E. Moore, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me bY ~(~. s E. M°°re, the Tes,/ca~t0r, this day of ,~/J/j~, 2002. " ....... "' "17|' Sbt [t~ ' 'g , Notary Public ,~ ;' I ppe sourg PA Cumberland County .:;~ .; :. 1 ~:~_Comrnisalon Expire8 October ?, 2006 WEI(;SLE E~ A$$OCI~.TE$. RC. -- ATTOFINEY$ AT LAW -- 12G EAST KIN(5 STP, EET -- SHIPPENSBURG. PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · and -~a~r,c,a ~ ~-c6y SS , the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Thomas E. Moore, the Testator, sign and execute the instrument as her Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator, signed the will as witnesses; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me wit~e~this /'~.~ day of/~.~, '~002. WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 ,]ERRY A. W]KIGLE, ESQUIP,.E WEIGLE & ASSOCIATES, P.C. ATTORNEYS AT LAW 126 EAST KING STREET SHIPPENSBURG, PA 17257-1397 REV-1500 EX + (8-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Moore, Thomas E. OFFICIAL USE ONLY FILE NUMBER 21 2003 0142 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 204-01-4248 DECE- DATE OF DEATH (MM-DO-YEAR) I DATE OF BIRTH (MM-DO-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 01/10/0~ I 3/23/1916 WITH THE REGISTER OFWILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER CHECK APPRO- PRIATE BLOCKS COR- RE- SPON DENT RECA- PITULA- TION TAX COMPU- TATION 1. Original Return 4. Limited Estate 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach a copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes ] 11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME Jerry A. Wei~le, Esquire FIRM NAME (If Applicable) Wei~le & Associates, P.C. TELEPHONE NUMBER (717) 532-7388 COMPLETE MAILING ADDRESS 126 King Street Shippensburg, PA 17257 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3, Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) [--~ Separate Billing Requested (6) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) 12,000 6,746~07 None None 8. Total Gross Assets (total Lines 1-7) (8) 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 7,329.64 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10) 2,235.64 11. Total Deductions (total Lines 9 & 10) (11) 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) OFFICIAL USE ONLY 18,746.07 9,565.28 9,180.79 None 9,180.79 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1,2) X .0 (1 5) 16. AmountofLine14taxableatlinealrate 0.00 X .0 45 (16) 0.00 17. Amount of Line 14taxableatsiblingrate 0. 00 X .12 (17) 0.00 18. Amountof Line 14taxable at collateral rate 9, 180.79 X .15 (18) 1,377.12 19. Tax Due (19) 1,377.12 0 PA15001 NTF 29755 Copyright 2000 Greatland/Nelco LP- Forms Software Only Estate of: Thomas E. Moore 21-2003-0142 ~Y OF AT,TOCATIONS TO BENEFICIARIES Taxable at collateral rate Nancy R. Hodge 9,180.79 PA REV-1500 EX (6-00) Decedent's Complete Address: Page 2 STREET ADDRESS 7 Brookside Avenue CITY ISTATE IZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0,00 1,377.12 Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) 0.00 O. O0 4. If Line 2 is greater than Line I +Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Uno 20 to request a refund (4) 5. If Line I + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) 1,377.12 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + EA. This is the BALANCE DUE. (EB) 1,377.12 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; ....................................... D ~] 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? ........................................................ D ~] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe. rjury, I declare that I h. ave ex. amine..d t.his return,, including a..cco .m. pany. ing schedu!es and statement.s and. to the. best of my knowledge and bel~e[, it is tru.e, c. orrect ano complete, ueclaration oT preparer omer tnan me personm representative is base(3 on inTormation of SIGNAT E FO FI NG URN DAT ADDRI~SS --- - ~ / ' ' ! S/~ Schedule ~tacCed. ~ ~IGNAT, blRE O~EPAI:~R dr,~R TI~J(N REPRESENTATIVE DATE ~ ~, , ~ ~ 12~5 East King Street[ ]Shippensbu_~g, PA 17257 ~;'~;'[ '~i;;~';;;'";;'~"'~i'; ~:~'~' ~'~" ~ ~';;i:t'~' ~l[Ji~;"i ~' :{{Ji~'4V:; ;~ ~i'i:; ;;i;; ~'~' ~J;;~',','~'~i '~ ;':1'~'~'§[ i'~'J :t[;~ '~:;;~; 'i'~ ~; ;:;~;;~J %'~' :~'~';' ;~;:~' ~;~1',',;' ;ii' :6:~i;~'~';(~;'~; ~' i'~;~: ¥i~'; ',;~;;; '&'i'i~ ;';,','~:~i~;i ~ ~ '~'1;~;~;;~; 'i~' ~2; ....................... [72 P.S. ~ 9116 {a)(1.1) (i)]. For dates of death on or after January 1, 1995, th e tax rate is imposed on th e net value of transfers to or for th e use of th e surviving spouse is 0% [72 P, S, § 9116 (a) (1,1) (ii)], The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary, For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child i.s 0% [72 P,S, §9116(a)(1,2)], The tax rate imposed on th e net value of transfers to or for th e use of th e decedent's lineal beneficiaries is 4.5°/°, except as noted in 72,P,S, § 9116(1,2) [72 P,S. § 9116(aX1)], The tax rate imposed on the net value of transfers to or for the use of the decedent's si blings is 12% [72 P,S, § 9116(a)(1.3)], A si bling is defined, under Section 9102, as an in divi dual who has at least one parent in common with the decedent, wh ether by blood or adoption. 0 PA15002 NTF 29756 Copyright 2000 Greatland/Nelco LP- Forms Software Only Estate of: Thomas E. Moore 21-2003-0142 The following person(s) are signing the return as representative(s) of the estate: Nancy R. Hodge 48 West Orange Street Shippensburg, PA 17257 REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Thomas E. Moore 21-2003-0142 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survivorship muet be disclosed on Schedule F. ITEM NO. VALUE AT DATE DESCRIPTION OF DEATH 7 Brookside Avenue, Shippensbur~, Cumberland County, Pennsylvania 7 CPA21 NTF 10904 Copyright Forms Software Only, 1997 Netco, Inc, TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) 12,000.00 12,000.00 REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Thcmas E. Moore 21-2003-0142 Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM NO. 1 2 3 4 5 6 7 8 DESCRIPTION Traveler' s Checks Oz-rstown Bank Savings Acct. #31027 Interest on above item accrued as of decedent's death Gross proceeds of public sale of personal property Department of Veterans Affairs - 4/16/03 refund Cumberland Valley 5~4S - 4/16/03 refund Comcast Cable - 4/16/03 refund The Borough of Shippens~ - 1/31/03 medical insurance premium refund The Sentinel - 2/3/03 refund TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 100.00 3,352.08 0.46 2,969.25 7.00 29.73 19.08 262.62 5.85 6,746.07 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelco, Inc, REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Thomas E. Moore FILE NUMBER 21-2003-0142 Debts of decedent must be reported on Schedule I. ITEM NO. A. 2 3 DESCRIPTION FUNERAL EXPENSES: Fogelsanger-Bricker Funeral Hc~e Grave opening and closing Funeral reception ~,DMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street 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 See Schedule attached Total from continuation page (s) TOTAL (Also enter on line 9, Recapitulation) $ AMOUNT 4,899.50 601.00 150.00 0.00 1,312.22 0.00 0.00 0.00 0.00 366.92 7,329.64 7 CPA11 NTF 10911 Copyright Forms Software Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) Estate of: Item No. Thomas E..Moore SCHEDULE H, PART B -- Administrative Costs Description 7 Register of Wills, Cumberland County - Letters Testamentary and Short Certificates 8 News-Chronicle - advertising 9 Cumberland Law Journal - advertising 10 Postmaster - certified mail cost to Dept. of Public Welfare 11 OznberlandCounty - filing PA Inheritance Tax 12 Register of Wills, Return Register of Wills, Agreement 13 Cumberland County - filing Family Settlement Weigle & Associates, P.C. - reimbursement for postage, xerox copies, long distance telephone calls and notary fees Page 2 21-2003-0142 Amount 72.00 101.00 75.00 7.92 15.00 75.00 21.00 TOTAL.(Carry forward tomain schedule) ...... 366.92 RE.V-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Thomas E. Moore 21-2003-0142 Include unreimbursed medical expenses. ITEM NO. DESCRIPTION AMOUNT 1 2 3 4 5 6 7 8 9 10 11 12 13 14 Penelec Sprint CFJMA Chambersburg ALS - West Shore The Borough of Shippensburg Tinxnons Oil, Inc. The Borough of Shippensbur~ The Borough of Shippensburg - water cut-off fee Expenses of public sale Penelec Barry Negly, Tax Collector - 2003 County Real Estate Tax 7 CPA12 NTF 10912 Copyright Forms Software Only, 1997 Nelco, Inc. TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) 103.80 4.76 80.60 342.70 36.43 560.03 36.43 26.00 25.00 804.58 17.42 26.00 145.89 26.00 2,235.64 REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Thomas E. Moore 21-2003-0142 RELATIONSHIP TO DECEDENT AMOUNT OR No, NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) SHARE OF ESTATE TAXABLE DISTRIBUTIONS (include outright spousal distributions) II. Nancy R. Hodge 48 West Orange Street Shippensburg, PA 17257 friend 9,180.79 ENTER DOLLAR AMTS. FOR DISTRIBSo SHOWN ABOVE ON LINES 15 THROUGH 17~ 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 None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART ~ -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 7 CPA13 NTF 10913 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. Hale Real Estate A Competitive Analysis and Market Plan To establish the market value of 7 Brookside Avenue Shippensburg, PA Prepared for Mrs. Nancy R. Hodge 48 West Orange Street Shippensburg, PA 17257 Analysis prepared by Ed Stouffer HALE REAL ESTATE 14 West King Street (717) 532-2814 edstouffer~rnfis.com Market studjy and statistics prepared Februa~7 ! O, 2003 I Competitive Analysis and Market Plan Scanned Picture of Your Home 7 Brookside Avenue Shippensburg, PA Building size: Lot size: Style: Bedrooms: Baths: Parking: 776 square feet 10,000 square feet Cape Code 1 1 On street Ed Stouffer Hale Real Estate (717) 532-2814 Subject Property IHousesi~,e Lotsi~el S~le Bled Bthl ParkJng 776 10,000 Cape Cod ~ On-street Address Brookside Avenue Current Listin: s Address House si~e Lot sige S(yk Bed Bath Parking List PricePrevious DOM Dst Price Withdrawn Lisfin s Address House sige Lot si~e Styk Bed B'ath Parking Dst Price Previous DOM Dst Price 9 Brookside Avenue 776 10,450 Cape Cod 2 1 Street $12,000 59 Sold Listin, 's Address House si~,eLot si~,eSyk Bed' Bath Parking Dst Price Sold Price DOM 7792 Lincoln Way East 20,909 Bungalow 2 1 Street $17,900 $16,900 151 239 Wayne Avenue 6,767 Colonial 2 1 Street $18,050 $17,250 344 6226 Sunset Lane 2,244 13,939 Other 2 1 Garage $19,950 $18,000 5 200 Queen Street 1,800 14,690 Duplex 4 2 Street Tax sale 14651 Wayne Avenue 21,780 Cape Cod 3 1 Off-street $20,000 $25,000 56 * I Competitive Analysis and Market Plan Price Recommendation The recommended list price is based on comparable properties currently listed and recently sold in your area. I have inspected your property at 7 Brookside Avenue, Shippensburg. After analyzing my research and considering your mitigating circumstances, such as condition in accordance with the highest and best use of the property in the future, it is my opinion that the current structure is a functional obsolescence and should be raised. The suggested list price should be in the range of $12,000 to $15,000. My opinion is that actual value is approximately $10,000 due to the cost of the removal of the existing structure. This analysis has not beenpe~formed in accordance with the uniform standards of professional appraisal practice, ~vhich require valuers to act as unbiased, disinterested third pa~ies tvith impartiali(y, objectivi(y and independence and without accommodation of personal interest. It is not to be construed as an appraisal and mq not be used as such for any purpose. ~~muf~i~ Hale Real Estate (717) 532-2814 SETTLEMENT SELLER NAME ADDRESS AUCTIONEER DATE OF SALE PHONE ZiP PROFESSIONAL FEES AUCTIONEER '~- ~"' CLERK $ CASHIER $ OTHER EXPENSES /~:~" $ lz> , .~ / c~ $ CASH $ CHECKS $ · OTHER RECEIPTS TOTAL RECEIPTS LESS TOTAL EXPENSES I (or we), the seller, accept this settlement and acknowledge receipt of the above specified net proceeds from the auction of my goods and properly sold on the above date. I accept all responsibility for providing merch/c~table title to all goods, and properly sold, and for delivery of title to the purchaser. ~.~/~/.~:~//~? ~,~'~,(~~..~.,~ ,~::7 ')~ ~~~.~1 '~~ Date ~- ~~~ (SeJJ~ Signature) ~/~/~'3' Date ~~ Date / ~ (Seller's Signature) OIW, S;I OVVN BANK TO: Weigle & Associates PC Attorneys at Law 126 East King Street Shippensburg, PA 17257 FROM: ORRSTOVVN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Thomas E Moore DECEASED DATE OF DEATH: January 10, 2003 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED DATE OF DEATH PRINCIPLE & ACCRUEDINTEREST (2) SAVINGS ACCOUNT ACCOUNT NO. TITLE OF ACCOUNT 31027 Thomas E Moore DATE OPENED 1/3/85 DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 3,352.08 .46 (3) CERTIFICATES OF DEPOSIT ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED Date: 2/26/03 By: Timothea Customer Service Operator DATE OF DEATH PRINCIPLE & ACCRUED INTEREST P.O. BOX 250 · SHIPPENSBURG, PA 17257 ,, TEL. (717) 532-6114 LAST WILL AND TESTAMENT I, THOMAS E. MOORE, presently residing at 7 Brookside Avenue, Shippensburg, Cumberland County, Pennsylvania, 17257. being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as mav be convenient after my decease. SECOND. [ give. devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to NANCY R. HODGE, absolutely. TIIIRI). In thc event that the said NANCY R. HODGE predeceases me or is not living on thc sixtieth day [ollowing my death, I then give, devise and bequeath all of my estate, real, personal and mixed, whatsoever and xvhcrcsoevcr situate, to CURTIS B. HODGE. FOURTI 1. I nominate, constitute and appoint, NANCY R. HODGE presently of 48 North Orange Street, Shippcnsburg, Pennsylvania to be the Executrix of this my Last Will and Testament. In thc event that thc said NANCY R. ltODGE is unable or unwilling to fufill the duties of Executrix under this my l,ast Will and Testament I then nominate constitute and appoint CURTIS B. HODGE presently residing at 15540 West ('reck Road, Ncwburg, Pennsylvania as Executor under this my last Will and Testament. I:11:'1'I I. I direct that my personal representative(s) shall not be required to give bond for thc t'aithl'ul pcrfimnancc o1' their duties in any jurisdiction. SIXTII. I direct nay Executrix(or) to retain the services of JERRY A. WEIGLE, ESQIIIRE. with ol'fi¢cs located at 126 East King Street, Shippensburg, Pennsylvania 17257. ~vith respect to thc scttlcmcm ~ff mx estate duc to his familiarity with my affairs. 1N \VITNI,iSS; WI llit~,l!OF. I. TIIOMAS E. MOORE, have.~ereunto set my hand_,~,~d seal to this I,ast \\"ill and 'l~cstamcnt. written on one (1) page this ,/q-~vl day of IllV _()(),. This instrument was by the Testator, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request.and .in the presence of each other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed our names as ~vitnesses. COMMONWF. ALTII OF PENNSYLVANIA · C()UNTY ()F CUMBF. RI~AND · SS I, Thomas 1'.'. Moore. thc person whose name is signed to the foregoing instrument, having been duly qualified according to law. do hereby acknowledge that I signed and executed the instrument as my l.ast Will: that I signed it willingly: and that I signed it as my free and voluntary act tbr the purposes therein expressed. Sxvorn or affirmed to and acknowledged before mc by Thomas E. Moore. thc Testator. this ~"/6, day of '., C',~,~t~ 2002. I t i I ~- /. ~_.t ~ , ~ , ~.. NOTARIAL SEAL Jerry A. Weig~le, Notary Public Shippensbur§, P,~ Cumberland County My Commission Expires October ?, 2006 COMMONWEALTH OF PENNSYLVANIA ' COUNTY OF CUMBERLAND · SS and ~a (,~, (,~, J [ce~ y , the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Thomas E. Moore, the Testator, sign and execute the instrument as her Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator, signed the will as witnesses; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me witnesses, this /"5.' ~7t day of ~b;~'~' 2002. I . ." ~':'. :' ~ . 'g , No~ Pu~ic [ '" ,', -.' . Ship.burg, PA Cum~da~ ~u~ [ --'~ ': ~, ~mmi~ion ~pires Oao~ 7, ~ [ ATTORNEYS AT LAW -- 1:~6 EAST KING STREET -- SHIPPENSBURG, PA ~7257-1397 ESTATE OF THOMAS E. MOORE, late of the Shippensburg Township, Cumberland County, Pennsylvania, deceased : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY : PENNSYLVANIA : ORPHANS' COURT DIVISION : ESTATE NUMBER 21-03-0142 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Thomas E. Moore Date of Death: January 10, 2003 Will No. 21-03-0142 To the Register: I certify that notice of beneficial interest 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 March 6, 2003: Nancy R. Hodge 48 West Orange Street Shippensburg, PA 17257 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE. March 6, 2003 Name: Jerry A. Weigle, Esquire : Address: Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 Telephone: (717) 532-7388 Capacity: X Personal Representative Counsel for Personal Representative WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002747 WEIGLE JERRY A ESQUIRE 126 E KING STREET SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 204-01-4248 FILE NUMBER: 2103-01 42 DECEDENT NAME: MOORE THOMAS E DATE OF PAYMENT: 06/27/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/10/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,377.12 TOTAL AMOUNT PAID: $1,377.12 REMARKS: NANCY R HODGE C/O JERRY A WEIGLE ESQUIRE SEAL CHECK//' 111 INITIALS' CW RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDTVZDUAL TAXES TNHER'rTANCE TAX D'rVTS]'ON DEPT. :~8060] HARR]'SBURG, PA 171Z8-0601 COMMON#EALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX JERRY A NEZGLE ESQ NEZGLE 8 ASSOCS 126 KZNG ST SHZPPENSBURG DATE 08-11-2005 ESTATE OF MOORE DATE OF DEATH 01-10-200:5 FZLE NUMBER 21 0:5-01q2 COUNTY CUHBERLAND ACM 101 Amount Raa'i t ted REV-IS47 EX AFP (01-03) THOMAS E MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGI'STER OF NTLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 1701:5 CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTTCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF MOORE THOMAS E FZLE NO. 21 0:5-01q2 ACN 101 DATE 08-11-200:5 TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNYEkEST - SEE REVERSE APPRAZSED VALUE OF RETURN DASED ON: ORZGZNAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2). $. Closely HeZd Stock/Partnership Zntarast (Schedule C) (3) q. Mortgages/Notes Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expenses/Ada. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (SchaduZe Z) (10) 11. Total Deductions 12. Nat VeZua of Tax Return 11/000.00 .00 .00 .00 617q6.07 .00 .0O (8) 7,:529.6q NOTE: To insure proper credit to your account, submit the upper portion of this fora wi~h your tax payment. 13. lq. NOTE: ASSESSMENT OF TAX: 15. Amount of L/ne Zq a~ Spousal ra~e 16. Amount of Line lq taxable at Lineal/CZass A rata 17. Aaount of Line lq a~ Sibling rata 18. Amount of L/ne lq taxable at Collateral/Class B rata 19. Principal Tax Due TAX CRED]:TS: PAYMENT RECEZPT D/SCOUNT (+) DATE ~MBER ZNTEREST/PEN PA/D (-) 06-27-2005 COOOgTq7 .00 18,7q6.07 2,2:55.6q (Il) 9 .~&~.28 (12) 9,180.79 Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (13) Nat Value of Estate Subject to Tax ]:f an assessment ~as issued prev/ously, llnes 1~, 15 and/or 16, 17, reflect f/gures that include the total of ALL returns assessed to date. .o0 9,18o .79 ZF PAZD AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 18 and 19 Nill 1,:577.12 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN 91, NO PAYMENT ZS RE~UZRED. IF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE S[DE OF THZS FORM FOR INSTRUCTZONS.) TOTAL TAX CREDZT DALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 1,:577.12 AMOUNT PAZD (15) .00 x O0 = .00 (16). .00 x Oq5= .00 (17). . O0 x 1Z = . O0 (18) 9,180.79 x 15 = 1,:577.12 (19)= 1,:577.12 RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECT[OHS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, tho Coeaoneealth hereby expressly reserves the right to appraise end assess transfer Inheritance Taxes st the lawful Class D (collateral) rate on any such futura interest. To ~ulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of #ills printed on the reverse side. --Make check er money order payable to: REGISTER OF NZLLS) AGENT A refund of a tax credit, ahich aaa 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 Rills, any of the 13 Revenue District Offices, or by calling the special Z4-hour answering service for fores ordering: 1-800-361-Z050; services for taxpayers with specie1 hearing and / or speaking needs: 1-600-447-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, ar assessment of tax (including discount or interest) as shown 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. 2810Zl, Harrisburg, PA 171Z8-1011, 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 ariting to: PA Department of Revenue, Bureau of [ndividua! Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA I?ize-060L Phone (717) 787-650S. See page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) 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 free the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January L, L98Z will bear interest at e rate which wiL! vary free calender year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through ZOO3 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rata Factor X981 ZOZ .000548 1987 91 .000147 1999 71 .000191 1983 161 .000438 1988-1991 IIX .000301 2000 81 .000119 1984 llZ .000301 1991 91 .000147 ZOO1 91 .000247 1985 131 .000356 1993-1994 7Z .000191 ZOOZ 6Z .000164 1986 101 .000174 1995-1998 9Z .000247 2003 SZ .000137 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPAZD X NUNBER OF DAYS DELZN(~UENT X DAZLY ZNTEREST FACTOR --Any Natice issued after the tax becomes delinquent will reflect an interest calculation to fifteen ElS) days beyond the date of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. ESTATE OF THOMAS E. MOORE File No. 21-03-0142 FAMILY SETTLEMENT AGREEMENT BETWEEN: NANCY R. HODGE, being the legatee under the Last Will and Testament of Thomas E. Moore, late of Shippensburg Township, Cumberland County, Pennsylvania, AND NANCY R. HODGE, Executrix of the Estate under the Last Will and Testament of Thomas E. Moore, deceased, WHEREAS, Thomas E. Moore died January 10, 2003, testate, and under his Will left h, is estate to the party herein; and WHEREAS, Letters Testamentary were granted to Nancy R. Hodge on February 19, 2003, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, all assets of the late Thomas E. Moore have been liquidated or distributed and all his debts paid in full, and further the period of four months having been terminated since the first advertisement of the issuance of Letters to the said Executrix, the said party hereto desires to waive the duty of the Executrix to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court Division, AND FURTHER desires that a Family Settlement Agreement be executed, which Family Settlement Agreement will be duly recorded among the deed records in and for Cumberland County. WEI(~LE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 NOW, THEREFORE, WITNESSETH, that the party hereto, in consideration of the premises above stated, and of the Accounting and Proposed Schedule of Distribution attached hereto and made a part hereof, and the receipt of her distributive share as therein shown, does mutually bind herself to the said Distribution and Accounting as set forth and further mutually releases Nancy R. Hodge, Executrix, from all claims and demands whatsoever arising out of settlement of the Estate of Thomas E. Moore. The party hereto does further agree that should any liability come due to the estate of the said decedent after the signing of this agreement she does hereby covenant and agree with the aforesaid personal representative that she will contribute pro rata her share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representative after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, the party has hereunto set her hand and seal the day and year first above written. ,/,/~ESS: (SEAL) WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-12397 COMMONWEALTH OF PENNSYLVANIA · · SS COUNTY OF CUMBERLAND On this, the /"~] dayof _//~_~//~' F , 2003, before me, the undersigned officer, personally appeared NANCY R. HODGE, 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 for the purposes therein contained· WHEREOF, I hej~-fii'o, set my hand and official seal. I// XVITNESS Jerry A. Weigle, Notary Publi~ [ Shippensburg, PA Cumberland County ~ My Commission Expires October 7, 20~6~ WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, Pa 17257-1397 EXECUTRIX'S ACCOUNT FIRST AND FINAL ACCOUNT OF NANCY R. HODGE, EXECUTRIX FOR ESTATE OF THOMAS E. MOORE, DECEASED Date of Death: Date of Executrix's Appointment: Dates of Advertisement of Letters: The News-Chronicle Cumberland Law Journal Accounting for the Period: January 10, 2003 February 19, 2003 March 14, 21 & 28, 2003 March 21 & 28, 2003 & April 4, 2OO3 February 19, 2003, to September 18, 2003 Purpose of Account: Nancy R. Hodge, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during her administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. information or questions or objections can be discussed with: Requests for additional Jerry A. Weigle, Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 717-532-7388 WEIGLE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 ~Y OF i~CCOIR%~ Estate of Tb~nas E. Moore For Period 01/10/01 qFhrough 9/18/03 Receipts Net Gain (or Loss) on Sales or Other Dispositions Other Receipts l~age 1-2 Less Disbllrsements: Administration Expenses (Prin) Fees and Ccranissions (Prin) Funeral Expenses (Prin) Other Expenses (Prin) Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand Income Receipts Less Disbursements Balance before Distributions Distributions to Beneficiaries Incc~e Balance on Hand Combined Balance on Hand 5 6 $2,342.54 1,312.22 5,650.50 2,235.64 Fiduciary Acquisitic~ Value $23,538.07 0.00 0.00 $23,538.07 11,540.90 $11,997.17 12,000.O0 $ -2.83 $ 2.83 0.00 $ 2.83 0.00 $ 2.83 $ 0.00 RECEIPTS OF PI~INCIPAL Estate of Thomas E. Moore As of 9/18/03 Assets Listed in Inventory (Valued as of date of death) Cash on Hand Traveler' s Checks Savings Accounts Orrstown Bank Savings Acct. #31027 $0.46 Accrued Interest Residences 7 Brookside Avenue, Shippensburg, Cumberland County, Pennsylvania Household Goods & Furnishings Gross proceeds of public sale of personal property Refunds Department of Veterans Affairs - 4/16/03 refund Cumberland Valley 5~S - 4/16/03 refund Comcast Cable - 4/16/03 refund The Borough of Shippensburg - 1/31/03 medical insurance premium refund The Sentinel - 2/3/03 refund Travelers - refund of bzxneowner's insurance 7/8/03 Miscellaneous Property Contribution from NancyR. Hodge on June 5, 2003, to complete payment of debts of decedant, administrative costs, PA Inheritance Tax and Attorney fees $ 7.00 29.73 19.08 262.62 5.85 165.00 Page 1 Fiduciary Acquisition Value $ 100.00 3,352.54 12,000.00 2,969.25 489.28 4,627.00 RECEIPTS OF PRINCIPAL Estate of Thomas E. Moore As of 9/18/03 Page 2 Assets Listed in Inventory (Valued as of date of death) Fiduciary Acquisition Value TOTAL INVENTORY $ 23,538.O7 DISBURSSb~NTS OF PRINCIPAL Estate of Thomas E. Moore For Period 01/10/01 Th_rough 9/18/03 Administration Expenses 2/24/03 3/6/03 3/12/03 4/14/03 6/26/03 06/26/03 7/24/03 9/18/03 9/18/03 09/18/03 (Prin) Postmaster - certified mail cost to Dept. of Public Welfare Cumberland Law Journal - advertising Register of Wills, Cumberland Cbunty - Letters Testamentary aDx~Short Certificates News-Chronicle - advertising Register of Wills, Cumberland County - filing PA Inheritance Tax Return Cumberland County Register of Wills - inheritance tax Cumberland County Recorder of Deeds - deed frc~estate to Nancy R. Hodge Register of Wills, Cumberland County - filing Family SettlementAgreement Weigle &Associates, P.C. - reimbursement for postage, xerox copies, long distance telephone calls and notary fees Nancy R. Hodge - partial reimbursement of contribution to estate for payment of debts Fees and Conmttssions (Prin) 6/26/03 Weigle &Associates, P.C. - attorney fee Funeral Expenses (Prin) 6/11/03 Fogelsanger-Bricker Funeral Home 6/26/03 Grave opening and closing 6/26/03 Funeral reception 7.92 75.00 72.00 101.00 15.00 1,377.12 39.50 75.00 21.00 559.00 4,899.50 601.00 150.00 Page 3 2,342.54 1,312.22 5,650.50 DISB~ OF PRINCIPAL Estate of Thc~as E. Moore For Period 01/10/01 Through 9/18/03 Other Expenses 3/12/03 3/12/03 3/12/03 3/12/03 3/12/03 3/12/03 4/8/03 4/10/03 4/10/03 4/16/03 (prin) Penelec Sprint ChambersburgALS - West Shore 5~[g The Borough of Shippensburg Tin, nons Oil, Inc. Expenses of public sale The Borough of Shippensburg The Borough of Shippe~ - water cut-off fee 5/7/03 Penelec 517103 CFJMA 6/11/03 BazryNegly, Tax Collector - 2003 County Real Estate Tax 6/11/03 JMA $ 103.80 4.76 80.60 342.70 36.43 560.03 804.58 36.43 26.00 25.00 17.42 26.00 145.89 26.00 Page 4 $ 2,235.64 TOTAL DISBURSEMEh~S OF PRINCIPAL $ 11,540.90 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Estate of Thomas E. Moore For Period 01/10/01 2~nrough 9/18/03 Pa~ 5 To: Nancy R. Hodge Real Estate 6/25/03 7 Brookside Avenue, Shippensburg, PA $ 12,000.O0 TOTAL DISTRIBUTIONS OF PRINCIPAL TO Bf~EFICIAR~ES $ 12,000.O0 PRINCIPAL BALANCE ON HAND Estate of Thomas E. Moore As of 9/18/03 Page 6 Less: Income balance on hand PRINCIPAL BALANCE ON HAND Current Value $ o.oo 2.83 $ -2.83 Carrying Value $ o.oo 2.83 $ -2.83 RECEIPTS OF INCIDME Estate of Thomas E. Moore For Period 01/10/01 Through 9/18/03 Page 7 Interest OrrstownBankSavingsAcct. 3/11/03 Interest Total Interest TOTAL RECEIPTS OF INCOME 2.83 $ 2.83 $ 2.83 Nancy R. Hodge, Executrix of the Estate of Thomas E. Moore, deceased, hereby declares under oath (penalties of perjury) that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. Subscribed and sworn to by NANCY, R. HODGE. before me // is /'Y-~ da of ('~Jl~'/' z: .. "2 [ der~ A. Weigle, ~m~ Public I] I ~ Ship~nsburg, PA Cum~fland ~ ' [ [ ~ ~mmi~ion ~r~ ~o~r 7, 20~ ~ 'cdt , -(~-~ Nancy R. H trix WEIGLE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 ESTATE OF THOMAS E. MOORE File No. 21-03-0142 FAMILY SETTLEMENT AGREEMENT WEIGLE & ASSOCIATES, EC. ATTORNEYS AT LAW 126 EAST KiNG STREET SHI~I'ENSl~VaG, PA 17257-1397 TELEPHONE: (717) 532-7388 FAX: (717) 532-5289 REGISTER OF WILLS, CUMBE~ COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Thomas E. Moore Date of Death: January 10, 2003 Will No. 21-03-0142 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X 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 x No d. Copies of receipts, releases, joinders an~ approvals of formal or informal accounts may be filed with de Cerk of the Orphans' Court and~e attached to this/ ~=~po~t. Date: ~~ ~)2~c~ ~~~~ ~~ ~~ Jerry A. Weigle, Esquir~ ~ Name (Please type or/print~ ) '-- WEIGLE .& ASSOCIA~TES, P.C. ~-~ 126 East King Street ~ Address !-q Shippensburg, PA 17257 (717) 532-7388 Tel. No. Capacity: __Personal Representative (MAH:rmf/AM3) X Counsel for personal representative