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HomeMy WebLinkAbout03-0176PETITION FOR PROBATE and GRANT OF LETTERS Estate of ~-{octet cd ,~, Deceased. Social Security No. No. To: Register of Wills fOr the County of CUMBERLAND Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(~, who is/~ 18 years of age or older afl'the execute, C~ in the last will of the above decedent, dated .... cc ..... xo/ da~cd in the named t.41o ," t 7 /0 , ~t (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~ -,-~-~.,..r-[..~,-~ ' County, Pennsylvania, with his last family or principal residence at 2~, ~v,e~-~r'e_~_rv. t... o,, e_.. (list street, number and muncipality) Decendent, then ~ years of age, died ~-6~r~ /~ , ~ 2oo~ , Except as foll~s, decedent d~d not marry, was~ot d~v~rced and dM 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: ~ ~ ~ ~ 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: / qO, r__.~o. WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters '~- theron. (testamentary; administr~ation c.t.a.; administration d.b.n.c.t.a.) 127;~0 PHEASANT RUN RIIRNqV'I'IIE MN 55337 Sworn to o~ affirmed ~and subscribed before me this _ ?7th ..... day of OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF ~ENN~SYLV/~NIA ] COUNTY OF c-~ \5. ,..,,_~ '=,~,r-/,.~_ ~ ss The petitioner(s) abovc-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of t~he above decedent petitioner(s) will well and truly administer the estate according to law. { Estate of HOWARD J FINN AKA JAMES HOWARD FINN AKA ,Deceased HOWARD JAMES FINN DECREE OF PROBATE AND GRANT OF LETTERS AND NOW FEBRUARY 27, 2003 l~ , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 4-10-2001 described therein be admitted to probate and filed of record as the last will of HOWARD J FINN AKA JAMES HOWARD FINN AKAiHOWARD JAMES FINN ; and Letters TESTAMENTARY are hereby granted to MICHAEL C FINN FEES Probate, Letters, Etc .......... $. 340.00 Short Certificates(/~ .......... $ '~O_O0 R~mme~a~lox~ ex.t.r.a.p.a.ge$... $. 6.00 TOTAL __ $ 386.00 Filed ................................... 4 N.Hanover St~ Carlisle~PA 17013 ADDRESS 717-243-6574 PHONE A01798792 This is a tree and correct copy of the official record on file in the Office of Vital Statistics, Topeka, Kansas, certified on the date stamped below. 2~] F£B 20 PIt ~: 59 : ~,~ ~i1 p~Lome A. Phi i State Registrar Office of Vital Statistics Department of Health & Environment It is in violation of KSA 65-2422d(g) to "prepare or issue any certificate which purports t° be an original, certified copy or copy of a certificate of birth, death or fetal death, except as authorized in this act or roles and regulations adopted under this act." : CERTIFIED COPIES WILL BE PRODUCED ON MULTI'COLOR SECURITY PAPER. ], Howard J.. Finn, of 26 Evergreen Lane, Carlisle, Cumberland County, Pennsylvania declare this to be my last will and revoke any will previously made by me. I intend that my legal residence is at this address, county, and state. ~tem ~8}ne: I direct that all my debts and funeral expenses, including my gravemarker shall be paid fi'om my residuary estate as soon as practicable after my decease as a part of the expense ot the administration of' my estate. Stem i~W0: I give and bequeath to my daughter Laurie A. Vance a sum equal to the number of months during the period of my cumulative residency, beginning with June 2000, with my daughter Laurie A. Vance and her husband David Vance times $500 per month. I give, devise, and bequeath the rest, residue, and remainder of my estate to my four children, equally, share and share alike, per stirpes, including grandchildren of my children. ~tem tl;~ree: I appoint my son Michael C. Finn Executor of this my last Will. Should he furl to quahfy or cease to act as Executor, I appoint my daughter Laurie A. Vance as Executrix with the same fights, powers, and duties. tltem_~0ur: I appoint my son Michael C. Finn Guardian/Trustee of any property which posses to any person under the age of 23 years and with respect to which I am authorized to appoint a Guard:an/Trustee and have not otherwise specifically done so. Should he fail or cease to act as Guardian/Trustee, I appoint my daughter Laurie A. Vance to act with the same rights, powers, and duties. Guardian shall establish separate guardianship accounts and shall have the power to use income from time to time for the beneficiary's education, including technical and vocational training and graduate school, travel, support, and welfare without regard to his or her parents' ability to provide for such education, travel, support, and welfare, or to make payment for these purposes, without further responsibility, to the beneficiary or to the beneficiary's parents or to qny per~on t~kit:g care of the be~.efic'.'_.ary. Guardja.n. ~?..~1! ~d.min. j~ter tb_e ~.,~;eount u..nji! the beneficiary becomes 18 years of age, at which time the Guardian shall tran'~fer the orincipai and income remaining in the separate guardianship account to my I'rustee, being the same person as my designated Guardian, who shall then administer a trust account, of both principal and income and any other funds transferred to the accounts designated, for the beneficial. 's education, including te::hnical and vocational training and graduate school, travel, support, health, and welfare. When the guoxdianship or trust account is Jess than $5,000.00 or the Oeneficiary of the separate trust becomes 23 years of age.. the share of the beneficiary remaining in the account shal! be paid to the beneficiary ~n full and the guardianship or trust terminated. In tke event of the death of any beneficiary after mv decease and prior to reaching the age of 23 years, his or her share shall be distributed equally among his or her children, equally; otherwise to ~ny survi, ving children or child, per stirpes, to be adrninistered in accordance with the guardianship and/or trust provisJov, s. No interest unde~ this instrument shall be transferable o,' assignable by any beneficiary, or be subject during its life to the claims of creditors Guardian and Trustee shall not be required to file accountings with any court. In the event that any provision of this will shall be interpreted to violate the Rule Against Perpetuities, then the remaining provisions of this will shall not be invalid. Trustee shall administer the trust and dispose of assets so as not to violate the rule, making distribution as required to a life or lives in being plus 21 years. ]itemJ:il~e: All estate, inheritance, succession, and other taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for tax purposes, whether or not such property passes under this will, shall be paid out of the principal of my residuary estate, without apportionment or right of reimbursement. ]item ~ix: I direct that my personal representative or guardian shall not be required to give bond for thz faithfi.,.1 pe~.,rmance of their ~uties in any juri~.~d~ct,~en. ]Item ~el~en: In addition to the rights and powers given to the fiduciaries by law or elsewhere in this will, I give to my Executor during the full time necessary for the administration of my estate the following rights and powers to be exercised in his or her sole discretion. mo To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. B. To invest in any real or personal property without restrictions to legal investments~ To repair, alter, improve or lease for any period of time any real or personal property and to give options for leases. Do To sell at public or private sale, for cash or credit, with or without security, to exchange or to par~.ition, to mortgage or pledge real or personal property, and to give options for leases. E. To make distribution in kind. F To compromise claims. IN WITNESS WHEREOF, I have hereunto set my hand this l 0th day of April, 2001. Howard J. Finn The preceding instrument, consisting of this and two other typewritten pages each identified by the signature of the Testator was on the day and date thereof signed, published and declared by the Testator therein named as and for his last will, in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names. COMMONWEALTH OF PENNSYLVANIA : -' SS COUNTY OF CUMBERLAND : We John H. Broujos and A_~ (~r~x~err,,~ , witnesses whose names are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his last will; that he signed wilhngly a,.,~, e~ecuted ~,t as his bee ~nd vo!untm3, ~t f~r fi~e pu~s~s ~hereLn exprr.~sed; ff~-at 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 18 or more years of age, of sount~nd and under no constraint or undue influence.~:~~- "/~ ~ ~~~~'~- ,-....x Swom and subscribed to before rna this !0th day of April, 2001. COMMONWEALTH OF PENNSYLVANIA : .' ss COUNTY OF CUMBERLAND : I Howard J. Finn whose name is signed to the attached document, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will; th~,.t ~ ~gn~d it as my fi:ce and vo!u.,~.tm'-/a~t f~ hh,~ p"~'-l:.Oses f':e~~;- ~x,~r~s~ Swom and affirmed to and acknowledged before me this l0th day of April, 2001. Howard J. Finn, Testator HOWARD J. FINN BROUJOS g GILROY, ~'. c. ATTORNEYS AT LAW .4 NOR.TH HAiMOVEP,- STP,.EET CARLISLE, PENNSYLVANIA 17013 CERTIFICATION OF NOTICE UNDER. RULE 5.6 (a) Name of Decedent: Date of Death: Will No.: To the Register: Howard J. Finn February 12, 2003 Admin. No.: 21-03-0176 I certify that notice of beneficial interest 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 Nalile Michael C. Finn Patrick J. Finn Laurie A. Vance Thomas K. Finn Address 12720 Pheasant Run, Bumsville, MN 55337 P.O. Box 468, Taos, NM 87571 23309 Springdale Road, Easton, KS 66020 1305 Laurel Point Circle, Harrisburg, PA 17110 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: none Signature Name: Michael C. Finn Address: 12720 Pheasant Run Bumsville, MN 55337 Telephone: 952-894-6211 Capacity: Personal Representative 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 002557 FINN MICHAEL C 12720 PHEASANT RUN BURNSVILLE, MN 55337 ........ fold ESTATE INFORMATION: SSN: 480-16-8256 FILE NUMBER: 2103-01 76 DECEDENT NAME: FINN HOWARD J DATE OF PAYMENT: 05/12/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/12/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $21,500.00 REMARKS: TOTAL AMOUNT PAID: C/O JOHN H BROJOS, ESQ. $21,500.00 SEAL CHECK# 1 O22 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS 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. CD REV-1162 EX(11-96) 003224 BROUJOS JOHN ESQ 4 N HANOVER ST CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 480-16-8256 FILE NUMBER: 2103-01 76 DECEDENT NAME: FINN HOWARD J DATE OF PAYMENT: 11 / 13/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 02/12/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~;600.00 TOTAL AMOUNT PAID: $600.00 REMARKS' MICHAELC FINN C/O JOHN BROJOUS ESQUIRE SEAL CHECK//1032 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 BROUJOS JOHN ESQ 4 N HANOVER ST CARLISLE, PA 17013 RE: Estate of FINN HOWARD J File Number: 2003-00176 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in.the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/12/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER ~ REGISTER OF WILLS CC: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: lka..1a rei \}, , ~ //:J-./n3 / I .-' ;"1'1 n Date of Death: Will No.: Admin. No.: <...,,::>() 3 .00 t 110 Pursuant to Rule 6.12 of the Supreme Court Orphans' Comi Rules, I report the follO\ving with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No [il 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ~b '7 1l:' , f:, 5 3. If the answer to No. I is Yes, ate the following: a. Did the personal representativ Ie a final account with the Court? Yes No 0 b. The separate Orphans' Court No. (if y) for the personal representative's account is: c. Did the persona! representative state an acc t informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this r rt. Date: -L;3. 0'5' l' IUtJr-rh ~~r -str~f- Name Qr /I'6~ I Pr-f /1013 Address I \i:J . . U \_\.J "".,:,,!,'V\ ll.!('\(V' r-,' ,''--:;.~~_d'~1 Iv 01 k~;J ~),r\v't-!d!:!O ~u \JCJTiJ ?k,l.:J " (1-(1) cJ.13 -15~7-4 Telephone No. rZ:8 [.Id Capacity: 0 Personal Representative 1 - 83.:! G}CO'unsel for personal representative "J ':::1 c) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/04/2006 BROUJOS JOHN 4 NORTH HANOVER STREET CARLISLE, PA 17013 RE: Estate of FINN HOWARD J File Number: 2003-00176 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 2/12/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, /&~~J()_~ /7. '-. GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge v~ ~'- /.~..r \~4..'X."''' i~'{ ~ f,.\ 'gl \~\ ~~ ~J ~ -:T'":'l _.-.: _.'l... __..,~ _....:~..~"'="r.I~lliJ _ ~.1E tr'l....,____:1_ __ii ___...:::l .0__..............!l.-_ ~~~~J!~lt".tt::.!L" {Ul.!L \Y~ .l!..l!..1LS'i UlL 1.\...-1Ui.l!.ldlli.Jl:::.li.:.ll..a.u..!1.U \LJUU.!i.!itLJ STATUS REPORT ul\J1)ER RULE 6.12 Name of Decedent: ~ C Lu CL<'d \) ell!". ~ S~( n n Date of Death: rt\)((l..fl ('1,) I ~ ) /),003 Estate No.: 3J-03'.0\76 . Pursuant to Rule 6.12 oithe Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether ad~tion of the estate is complete: Yes 0 No 0 2. If the answer is No, state when the pers~l re:p~esentative ~easo~bly believes that the administration will be complete: L..l{2f r 1 I I .:2L)()~ 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the CoUrt? Yes 0 No 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 pa.."'iies in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or infonnal accounts may be filed with the k oithe Orphans' 0 d may be attached to this report. Date: .Jtln. It t CC:C[~ ~JI Sign(nr-e ) Jdhn H > DrD(~(Yo Name 4 N6rth t{anD:er Sf. CLt,li sle, 'PA 1'7015 Address ""....' C,0"1 i~', I 'f 17 - 24'~- 4574 Telephone No. Capa.citi: ~" c;~~-~i 0Q--~S~-'''T;'7," .L.ll. . _ ':'V..!...!.Ct-l J.:~\"..-}J.i....... .....Ui...........l....... .~_ ~ro._...... __... _ r"\ ... --.............- ........: ~Q. I I ,r'll::~:=-l It'l l,r-j ...r.li......l i Pill ,.......r-, It......, IV. , '- ~_P__...:..;_ _..J_ r......-'-'V'---- -""',r_V'-'......_- .......-...... Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 - Date: 1/25/2007 BROUJOS JOHN 4 NORTH HANOVER STREET CARLISLE, PA 17013 RE: Estate of FINN HOWARD J File Number: 2003-00176 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. _H"~ ...." This filing lS due by: 2/12/2007 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, ~~J~ 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: 1/25/2007 FINN MICHAEL C 12720 PHEASANT RUN BURNSVILLE, MN 55337 RE: Estate of FINN HOWARD J File Number: 2003-00176 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.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 2/12/2007 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. ]:l:u~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel .... .... \ Pa. D.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF C \Jrn"6L"J Lf\ot D COUNTY, PENNSYLVANIA Name of Decedent: \-\ -? W A. \tD S f(.rv,. Date of Death: - File Number:d-OO:;.. ('J()\, t.. Pursuant to Pa. a.c. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . .. 0 Yes CitNo 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: I J. . '?> I - 0, 3. If the answer to No.1 is YES, state the following: a. Did the personal representa~iyefile a final account with the Court? . . . . . " 0 Yes 0 No 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? ............................... 0 Yes 0 No d. Copies of receipts, releases, joinders and approvals offorrilal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date 1.'~' 07 \(y\ \ (\..Q (' rc- Signature of Person Filing this Form Capacity: ~rsonal Representative 0 Counsel -M I r l-\ iA t.L C N N f'-I Name of Person Filing this Form \-:A ,1.0 ? ~120 sal\t Address ~\lN S\J, l..- l.-( 9Sd- eq..q \Z -.J (1 1/1'[ : I ~.J.-! G - ::r: J L1 G 1/ ..... .J_,J -.j".. Telephone Form RW-1O rev.l0:l3..'06 ~ .(c6-00) OFFICIAl.. USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT Cl\~ FILE NUMBER -oelCo __ 21"ie.36~ COUNTY CODE 6 .3 YEAR e 1 '1 6 ----- NUMBER I- Z W o w hi o DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Finn, Howard J DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 02/12/2003 10/10/1917 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) N/A ~ 1. Original Return D 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82) D 4. Limited Estata D 4a. Future Intarest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Return Required [!] 6. Dececlent Died Testate (Attach copy of Will) D 7. Decedent Maintained a LMng Trust (Attach copy ofTNat) _ 8. Total Number of Safe Deposit Boxes D 9. Litigation Proceeds Rec:Elived D 10. Spousal Poverty Credit (doto of dooth botwoon 12-31-1' ond 1-1-85) D 11. Election to tax under See. 9113(A)(AuochSchO) :~,:"'~i:'I"'S!"!ji:lib~.I'~~~'M"~"'II1~~~Hli~~l!!i_IY'llilP;,' ';;i~!iiiili!.~i~iii~if~:i[~~~~'ili;!~~~.~~~~~~:i~r~D"''''ii'~~'t~l!iI"D'\~"'E""iN!!"ii"if~ri!~ilu:~~~i:'li'Nf~~Ii~ji'~'I"O:!':"N' '!:'~H"O'!i'!iL'~.D":!~~D"I"R"E'C' "T......E"D'!T.... 0'.. ... Jlilli".". ,ilp;.~~1i'W ~,ft~.. _ ,~A'lJl[~A.t;iil~~r;";MM.ff,aJ;;!,.l. ;_-~,I!, ~:~~"l~~gi~......."li<!j~:_"ilil,_r;~;~I;'li~ "A',....,[~.._ff1! _ ',,;', J,!li~~ Il~,~! ",,[i:,"'~II.:, _ - _''9 _ _ u.", ,EX; _ ' _. _ _ - - _ ' . NAME COMPLETE MAILING ADDRESS Michael C Finn FIRM NAME (If Applicable) SOCIAL SECURITY NUMBER 480-16-8256 ~;)~\':"'" . _ _, ;'H~ 'FE,~""."",,ijIJ..;.WN.II SOCIAL SECURITY NUMBER w ~ ~ii~ UlLU wOO :J: 11:...1 U lLlD ~ ~ W o z o lL U) w IX II: o U TELEPHONE NUMBER 952-894-6211 12720 Pheasant Run Burnsville MN 55337 1. Real Estate (Schedule A) (1 ) (2) 172,626.94 3,619.52 (") C;:O :-:,- ::0 ~J-o I I-r-(") -'-':~~ '. ~:U)^ :) () (J -, C"J -;1 ~j~ -T] --I :f... c:::lI -:0 OFFICIICtISE ONLY --~ - C:r" :r~ I I 'l o I\"" C) rT1 G) 0 n ~23 N rt1 ,"1"1 0"\ :-IJ CJ ~ ~i~~ r'~~ rn i'- v') (...) _C rl .; o 2. Stocks and Bonds (Schedule B) 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) 334,373.96 z o ~ ~ ii: ~ 0:: 6. J~ Owned Property (Schedule F) U Separate Billing Requested 7. Inter-Vivos Transfers & Miseellaneous Non-Probate Property (7) (Schedule G or L) (6) 29,481.19 8. Total GroMAI.eta (total Lines 1-7) (8) 16,976.84 8,318.74 540,101.61 9. Funeral ElCpenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11 ) 25,295.58 514,806.03 12. Net Value of &tate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (12) (13) 14. Net Value Subject to Tn (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 514,806.03 z o i= ~ ::J Q. :!! o o >< c( I- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under See. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 514,806.03 x.O _ (15) X.D ~ (16) 23,166.27 17. Amount of Line 14 taxable at sibling rate x.12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) (19) 23,166.27 ~o( 5W46321.000 o d t' C I t Add ece en s om pie e ress: SlRET ADDRESS 26 Evergreen Lane I CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 23,166.27 22,100 1,075.00 Total Credits (A + 8 + C) (2) 23,175.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) (3) 4. If Line 2 is greater than line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 8.73 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTCR OF WILLS, AGENT m_...JII~'Ji!!~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or Income of the property transferred; b. retain the right to designate who 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, without receiving adequate consideration? 3. Old decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 4. Did decedent own an Individual Retl contains a beneficiary designation? 0 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 penaltle. at P8I:lury, I decl.... that I haYe 8lC8Ill1n1d thl. return. Including 8CCOt11penylng Ichedulea end Itatemenll, and to the beat of my knOWledge and belief. It II true. correct and complete. Declaration 01 preperer other than the P8l'lOl'lal repruentatlve il b8led on aJllnformatlon 01 which preparer has any knowledge. SIGNATURE OF pe~SON ReSPO~IBLE FOR FILING RETURN _(v\\c. '0~ 0 ~~ ADDRESS No ~ ~ ~ ~ [!] [!] DATe l~.'1~-OG 12720 Pheasant Run Burnsville MN 55337 ~NATU ~~ESENTAllVE SS 2 1 E Hennepin # 155 Minneapolis MN 55413 DATE ~ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate Imposed on the net value of transfers to or for the use 01 the surviving spouse Is 3% [72 P.S. ~ 9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate Imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 89116 (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 ewn 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 ci age or younger at death to or for the use of a natural parent, an adoptiw parent, or a stepparent of the chnd Is 0% [72 P.S. 89116(a)(1.2)). The tax rate Imposed on the net value of transfers to or for the use of the dececlent'sllneal 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 ci the dececlenfs siblings is 12% (72 P.S. 8 9116(a)(1.3)]. A sibling is defined. under Section 9102. as an individual who has at least one parent In common with the dececlent, whether by blood or adoption. 5W46331.ooo 'REV-1502 ~.. (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE FILE NUMBER Finn, Howard J. 21 03 0176 All real property owned solely or as I 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 II JolnUy-owned with right of lurvlvorshlp mUlt be dllcl~ed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 172,626.94 3 bedroom ranch house;.65 acres 26 Evergreen Lane , Carlisle, Middlesex Twp 5W46951.ooo TOTAL (Also enter on line 1, Recapitulation) (If more space Is needed, Insert additional sheets of the same size) $ 172,626.94 REV-1503 EX + (6-98) , " COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Finn, Howard J 21 03 0176 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 3,619.52 1.18 U.S. Savings Bonds, Series EE{cost of $900 + 2719.52interst) List Attached 5W4696 1.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space Is needed, insert additional sheets of the same size) 3,619.52 U.S. SAVINGS BOND TRANSACTION Customer Copy Redemption Date: 3/08/03 Issue Redemption Series Denomination Date Value Interest 1 EE $100 08/81 $209.80 $159.80 2 EE $100 02/82 $205.72 $155.72 3 EE $100 12/81 $205.72 $155.72 4 EE $100 11/81 $205.72 $155.72 5 EE $100 11/81 $205.72 $155.72 6 EE $100 10/81 $205.72 $155.72 7 EE $100 01/83 $188.64 $138.64 8 EE $100 12/82 $188.64 $138.64 9 EE $100 11/82 $188.64 $138.64 10 EE $100 10/82 $197.72 $147.72 11 EE $100 09/82 $201.68 $151.68 12 EE $100 08/82 $201.68 $151.68 13 EE $100 07/82 $201.68 $151.68 14 EE $100 06/82 $201.68 $151.68 15 EE $100 05/82 $201.68 $151.68 16 EE $100 04/82 $201.68 $151.68 17 EE $100 04/82 $201.68 $151.68 18 EE $100 03/82 $205.72 $155.72 SUBTOTALS: Pre-January 1990 Issue Dates ( 18): January 1990 and Later Issue Dates ( 0): $3,619.52 $0.00 $2,719.52 $0.00 * --------------- --------------- --------------- --------------- TOTAL: 18 Bonds $3,619.52 $2,719.52 * The interest earned on Series EE bonds issued on or after January 1990 may be wholly or partially exempt from Federal income tax under the provisions of the U.S. Savings Bond Education Benefit Program. For further information concern- ing the benefits and restrictions that apply, please contact the Internal Revenue Service. Customer Copy - 1 REV.1508 eX + (6-98) COMMONWeALTH'OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONALPR.QPEijTY ,.p.. FILE NUMBER 03 0176 ESTATE OF Finn, Howard J 21 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. M&T Bank checking acct # 1201336 2. PNC Bank checking acct # 51-4019-5658 3. 1992 Pontiac Bonneville, VIN 1G2HX53LXN1229888. Appraisal attch 4. Household furnishings Bill of Sale attached.Attached is Appraisal of items not sold. 5. PNC Bank IRA acct # 65001016968 6. Members 1st FCU savings acct # 54316-00 7. Members 1st Certificate of Deposit 54316-40 8. Members 1st Certificate of Deposit 54316-41 9. Members 1st Certificate of Deposit 54316-44 10. Members 1st Certificate of Deposit 54316-50 11. Members 1st Certificate of Deposit 54316-56 12. Members 1st Certificate of Deposit 54316-59 13. Members 1st Certificate of Deposit 54316-58 14. USAA Subscriber's Savings Account 15. Hoffman-Roth Funeral Home - refund on fundera1 expensese 16. USAA - refund of premium on umbrella policy VALUE AT DATE OF DEATH 5,347.66 28,407.36 2,000.00 6,141.00 7,123.55 7,647.26 16,627.77 8,377.94 15,361. 58 13,769.32 18,432.95 190,151.04 13,162.08 1,584.47 197.47 42.51 5W46AD 1.000 TOTAL (Also enter on line 5 Recaoitulation) $ (If more space ia needed. insert additional sheets of the same size) 334,373.96 , PONTIAC. I 0Ic:& ..abIe I @ BUICK <!) ~ mE TRUCKS Graham Moto," COl"pany, file. ~.2 ~ ..lc,e; 3 -a- ~ ~ ""'-<- / 99.2 :;J~ /J~ ~~ J~ ~ ~"7F /c;?2/1X~-5LXN'/2l9G8g / .,.' ~ ~ ~,,:I,%/ (' ;:;;." ~ V"""'-) ~~ /~~'/ 7~' V~ ~~/~2r?e7J. ~~~. ./ ~~) 1402 Holly Pike. Carlisle. Pennsyll1a1l1a 17013 · Telepbo"e 7/7-143-3066 . FAX 717-149-7998- Slue Book Trade-In Report Pennsylvania · February 25, 2003 1992 Pontiac Bonneville SE:Sedan 4D Engine: V6 3.8 titer Tnms:: Automatic Drive: Front Wheel Drive Mileage: 55,000 Buv a New Car Buy a Used Car List Your Car For Sale Online Free LeOJQ.r.LCb..eck Auto Loans from 3.990/0 APR Insurance QuQ.teWarranty Quote Payment CalcuJatorSell your car on eBay MQtQrs Equipment Air Conditioning Power- Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM1FM Stereo Single Compact Disc Dual Front Air Bags Power ~ ConsuJnerRated Condition: Ext;eII~d "Excellene' condition means that the vehide looks great, is in excellent mechanical conditiOn'. and needs no re(OIl(litioning.. Its, hould" ,pass. ' ' . a smog inspection. The . ' '.' ". . . enginecornpartment ~Id ,be ~,,1trithJl0 fluid leaks.. The paint is glossy and the body and interior'are,tree of any,w~ or ,visible defects.. There is no rust The tires are the proper size and' matd1andare new or nearlv new. A dean title history is assumed. This is an exceptional vehide. Trade.. Value $1.950 Trade-in value represents what you might expect to receive from a dealer for this consumer owned vehide.. Keep in mind that the dealer must then absorb the cost of 'making the vehide ready for sa~, advertising, sales commissions, arranging finandng and insurance and standing behind the vehicle for any mechanical or safety probfems. To: John Broujos, Attorney 4 North Hanover Street Carlisle, PA 17013 From: William G. Rowe, Appraiser 211 Old Stone House Rd. Carlisle, PA 17013 Re: Personal Property Appraisal Howard J. Finn Estate 26 Evergreen Street Carlisle, PA 17013 Date: March 4, 2003 LINDEN HALL ANTIQUES 211 OLD STONE HOUSE ROAD CARLISLE, PA 17013 717-249-1978 Dining room set Secretary Cedar chest Print - hunting scene Nest of stands Lunt sterling flatware set Misc. sterling flatware Silver plate trays Tea set - 5 pc. 800 silver Set Minton china Chaffing dish - silver plate Souvenir plates - ships (6) Stemware Uardro figurines Kerosene lamp Clock Candle sticks Frames Marine dress saber Barrel-back upholstered chair Collectibles Snow blower - older model Riding lawn mower - older model Finn Appraisal 1 TOTAL $350.00 $200.00 $50.00 $65.00 $25.00 $480.00 $50.00 $15.00 $250.00 $200.00 $30.00 $30.00 $40.00 $150.00 $25.00 $10.00 $15.00 $10.00 $100.00 $75.00 $30.00 $165.00 $250:00 $2,615.00 ~--..,. . William G. Rowe r~ I~.~ ., ~ 3/412003 ."," ';r ;'.~ I ROWE'S AUCTION SERVI.CE (RH 79L) Bill Rowe (AU 1538L) Ben Rowe (AU l092L) 2505 Ritner Highway,.- Carlisle, p'A 249.2677 697..4794 249.1978 Bob Rowe (AU 2276L) Dave Rowe (AU 2295L) Auction Is Action Call "Rowe" For Satisfaction SELLERS NAME ~-h..~v,,~'....fL{) ..), i::: tJ /d /2 .; ~'T<:;" ....:. ..z.... DATE ~1\Pr-lL "'7-:~) '''-')>:) "'.., ADDRESS OTHE~ ,.;L ~ .r;;~ ~,l .,....,. ,..' c>.f~./-;""'.) , PHONE'i C 2... -. ;:;"~, 4 ~ c., -2.,! (~~........__.\.._~~_ ..~ L~;.~'~" /r');:~!'_.~ ~ '1 \~ ..~ -AUCTION DATE/LOCATION A-,f 1',-.. '- ;t. \.I;: 2~ u-.;:;; 3 II? 0 LN'~' :s I AUCTIONEER % 2.. s-- 1.../&1.-( \._' ,,:0-;"'-, I I,) CLERK % DESCRIPTION OF MERCHANDISE ~F.f);-;"'L 0./';"'~Sr<;. G) 76'A CLtA.,Il-T ., '\ n 5.{) t~>'-. 5 ii I L C. iMJJ.fi...., I I ,j' _ ::;''.:>;;1' 6Q:"_r.i l: ..- &6.>/1.;.5, S l~ I..-V I ..,/v- lVIA~-HJ ,;;6 -::.,. ,I) 7'...... :. .f:v. .~"((iJ:i!'-'''' ~i~t.; "..f..' 7' \~'::"Pk.. ~ ~f"it..s.. r\) ~.>(rft- 13, (J f,.:;.\J....e.., 'i~ I.....:)C. (<. -C' ('l.t"', U L,_7'<.,:g>- ~- \ ~2... ~~'T~' ~ ~,c;;,<:....IL?'\-A~'t <,"i-A H~S.I/ I A I-'fS c.-r::j::; (, i ,,:~: O,~u:r>M<'" _ -; So.~~.':::a ..- /' e A..t""1 C~.fi -r r 6. J: .t"l.': . ..A.~ L< ':'.::-: ..,. -:::- t., ,.r;,:. t:'~_ (_ f.A...,~; ~'-,',' ~_~. ,-' F ':'-'7~:'2....., ,.:] .' _ _ ~., - - ". tv'\, \ ~, (" Ci~\ R.. s. _5i--h.:., r;; 'S" /1/\ . i .' il."'",; '.:" U:,' ) ,...- i , /',)'( .r~ /'L {,f,/ C,' 'd,,- .,.-+,~ (,-~ . ,.,{ A,j{) ,~~(; ,,~ -..i"'~; '", '.(.."";J.~{!:~;'!' ~,4l.-<<,..; A-i Ii- ' tJ v , ""': l..Vo /'v'''9;<1.' I t 1/' \ C L~f1 \ /z- \~..,..) ttA.~ f'::; v 1-+i..r~ (, " -~'~~},"I€ 1.-. U I y i,... '{n-IJ, t'5 ~ ,,;;'. F;; --:-',..:.'.c i/4,/',. ..- I I' '~Pi""" /", - ',~ ,J, I ,':' 'T";' ,'"t'. ('w'... ( t/l) v~ - i;,.. . .u::W:-'-_/7-(i..~( , , I ':"/ft,jr.' rJI.. f~~~ I If. 7" /..I'9{.&.,~ - /Yj,OW'Cff<!..- .." L..../I,Jo'l. ..~. ~C.(../'_it. ~ L..4WIJ 7;::,~:'( d'"":..JLF....{i....T;;, f-.~ l't,... , <: ( ~Jr:..;- L" v2.;l:; (/ l <:::"1-t.:-I~a.-"l".tUt~ S 6. 7 tJ {2..Ic;. 51 ":;;; fl, /{r*_ \,.Q.,.... L,.e,.1/W'l.>i. S ~. 1'}1. {/.~., L,' fl.,' , .\ (:,... ;,,^ S /I/<.:,,:..,..;<;y...>((!., 1''' ,; , I J I Commission the Auctioneers to sell the merchandise to the highest bidder by Pubuc Auction. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I ani' the owner or authorized represen- tative of the merchandise, goods and or property and have good title and the right to sell and that they are free from all incumbrances. I agree to accept all responsibility for providing merchantable tit1e~~ for delivery of title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the natute.r~ferred to in this agreement.-....... ~--") ) , \~ ~-". ,',' ./ A~C;ION ~;~~:~ \e.....,. f' \ .fl CK7 ( . {' .' , "IJ .,,\ \....... " \ L..;_. (~;.~ t,'I- ~( V1L'XL SELLERS SIGNATURE Total Sales (Clerking Tickets Attached) $ ~ ',.,) ..( d '? t,.,:\" l / , , i'I.A .(.... \ j..,~-,:-\ L . ,-, \ r!..... l ,...J ,'....). Less Sale Expense: .I /' 7.,':;'" 7"" L % Commission Auctioneer $ .. :>>,1 ". f l) i % Commissio~.&~. ,,:. (, .,-~) i ~'':'{ '6 C t """": r i ..;:;} I , l(~}"~ ~! f .2. 7 .1- D {--' l'! F,-/I 'd",'" '. 13 . ...1\"... rl~ ,J I.r {i"V ~~ \} I I,.. L ~" I .~... S"":" 3 "1 $ OTHER: TOTAL SALE EXPENSE DEDUCTED $ {, . SELLERS NET $ ~:'~ .Si.?-.l~ ' (jl) /,./--2 (~~~~)... _. _.... '- .....e-2 .........~~4t=' _:~?-. ?,-."'l-.~.. ........ .......,.""...... ,....,.,...,... . ............-~ , . REV-1510 EX + (!'Hl8) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Finn, Howard J. FILE NUMBER 21 03 0176 This schedule must be completed and flied If the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET Is yes. DESCRIPTION OF PROPERlY ITEM KUIlE M NWE OF MTRANSFEREE, THEIR REl.ATIONSHP TO DECEDENT AHJ DATE OF DEATH % OF DEeD'S EXCLUSION TAXABLE NUMBEA MDt.lEOF1lWISFER.ATTACHACOPY OF TIt! DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLEl VALUE 1. New York Life Insurance Co. 29,481.19 100 29,481.19 Annutiy # NP 325-212 transfr 29481.19/4 to 4 children 25% each - see beneficiaries TOTAL (Also enter on line 7, Recapitulation) $ 29,481.19 (If more space is needed, insert additional sheets of the Arne sjze) 5W46AF 1.000 , REV.1511 EX + (12-99) , I . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERtTANCE lAX RETURN RESIDENT DECEDENT ESTATE OF Finn, Howard J. FILE NUMBER 21 03 0176 ITEM NUMBER A. B. 7. 8. 9. 10. ll. 12. 13. 14. 5W46AG 1.000 Debts of decedent must be reported on Schedule I. DESCRIPTION 1. FUNERAL EXPENSES: Hoffman-Roth Funeral Home 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representatlve(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees BROUJOS & GILROY, PC EIN 22-2267691 3. Family exemption: (If decedent's address is not the same as claimant's. attach explanation) Claimant Street Address City State Zip 4. Relationship of Claimant to Decedent Probate Fees Register of Wills, Carlisle PA 17013 5. Accountant's Fees Duane Gravely 6. Tax Return Preparer's Fees Register of Wills - Inventory Filing Fee Register of Wills - Inheritance Tax Return filing fee Register of Wills - Family Settlement Agreement Wolfe & Shearer Realtors. - house appraisal Linden Hall Antiques - appraisal 0 fhousehold items TCF Bank - charge for printing checks Michael C Finn - reimbursement for postage Verle T. WIlliams - trash hauling TOTAL (Also enter on line 9. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT 740.94 15,000.00 386.00 65.00 10.00 15.00 17.00 200.00 65.00 14.25 13.65 450.00 16,976.84 . REV-4512 EX + (12.Q3) COMMONVIIEAL TH dF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Finn, Howard J SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABiliTIES, & LIENS FILE NUMBER 21 03 0176 Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Sprint - telephon 2. PPL - electricity 3. Middelsex Township - water and sewer 4. US Treasury - 2001 - corrected tax 5. US Treasury - 2002 - income tax 6. PA Departmen of Revenue - 2002 - income tax 7. Nancy R Sheibley - personal tax 8. Nancy R. Sheibley - county and township property tax 9. Dr. S Smith - medical Expense VALUE AT DATE OF DEATH 135.12 583.35 31. 50 3,233.00 3,303.13 455.00 9.80 547.68 20.16 5W46AH 1.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) 8,318.74 . I . REV-1513 EX+ (9-00) I , SCHEDULE J BENEFICIARIES COMMONWEALTH OF IIENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Finn, Howard J NUMBER I 1. NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Michael C Finn 12720 Pheasant Run, Burnsville MN 55337 21 RElATIONSHIP TO DECEDENT Do Not List Trustee(a) FILE NUMBER 03 0176 AMOUNT OR SHARE OF ESTATE Son Son Daughter Son 1/4 of residue 1/4 of residue $ 16,500 plus 1/4 of residue 1/4 of residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN p.aQve ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON- TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 5W46AI1.000 2. Patrick J Finn P.O. Box 468, Taos, NM 87571 3. Laurie A Vance 23309 Springdale Road Easton, KS 66020 4. Thomas K Finn 1305 Laurel POint Circle Harrisburg PA 17102 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space Is needed, Insert additional sheets of the same size) ....... ... a . l' .. .. I - ; . - - it ~. = z .. z - - . . .. ;7 .. " .. 2 ~ 0" <.. .. r-~ - a:_, ---;.... x: _u.. c) W 0- OCJa _::::.:::::U) , \..I:) a::: "-:- N ~~~:-:CI U -.O..i..U W 8:.:-,-. ,0 6~ -..0 ~-.. iE5.' '<""'--I _ .. 2 .. - \' - ..- - a - t! .. r =- .. , .. .. - . - - . .. - 't' .. :::!: . ::::- """- a - .. - ..- - . -- I - - - .. - -= :-. .... - - ,.,. U) ~ r C\ .... \, t1.. . u w o -- " .. - " . " .. ~ , to ~ (j\ ........ c...; LJ.. o ~ - . --- ;;S :;:~ ~ ~ c:.....,:) ~ cc c:: 1 .. tJ) <( 0.. () . . .. .. .. .. .. .. .. .. .. --lC) i tJ) lC) (f) i Q) or- or- ~ ..., .. ca =I*: ~ (f) i -- .~ lC) (J) : Uo a. Z (f) : Q) or- : tJ)cc~d>i tJ) cJ) I'- ~ Jt' Q):.= (f) : ....... :x: 0.-.. : -Jt 1;) g- ~ i ~ C'O Q) co~ E' w c-: c : ~ -- : - N -=::: : coo~ : o..N i c : CD i '- ~ co " ~ +-' l-- ::1 C U '-H C ~ ,.C~ CO(1J ;jr-l t"d U (1J ~c(j~ t"d 2..~ H(/)U Ur-lCf.l~ Cf.lr-l 0 'M (1J r--- H:3(/)~ Q) ::1 6 '4-1 0 <t j..;o,.eP-. co U ~HH(1J (1J ::1.-4 t"dUCU) '"0 (/) U o~ C OM r-I (1J co Q) H r-I (1J C co \.-'c:GOU 03-19-2007 FINN 02-12-2003 21 03-0176 CUMBERLAND 101 APPEAL DATE: 05-18-2007 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 BUREAU OF INDIVIDUAL TAxH'- INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 <. ~". :- ;"~. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ,APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 1"'\, !"';r"~l 'h~, f.l\U \ \\~'32 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN MICHAEL C FIN"#"',\Li' 12720 PHEASANT~ RUN BURNSVILLE MN 55337 . REV-1547 EX AFP (06-05) HOWARD J TO: CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REy:is47-Ex-AFP-coi:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FINN HOWARD J FILE NO. 21 03-0176 ACN 101 DATE 03-19-2007 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS. RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. 3. 4. 5. 6. 7. 8. 172,626.94 3.619.52 .00 .00 334.373.96 .00 29,481.19 (8) Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) (6) (7) Closely Held Stock/Partnership Interest (Schedule C) Mortgages/Notes Receivable (Schedule D) Cash/Bank Deposits/Misc. Personal Property Jointly Owned Property (Schedule F) Transfers (Schedule G) (Schedule E) Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 16,976.84 9. 10. II. 12. 13. 14. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return 8,318.74 (1) (2) (3) (4) (9) no) Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax NOTE: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 540,101.61 ?1i.?91i.1i8 514,806.03 .00 514.806.03 (5) (16) (7) (8) .00 X DO .00 514,806.03 X 045 = 23,166.27 .00 X 12 = .00 .00 X 15 = .00 (9)= 23,166.27 . PAYM~NT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-12-2003 CDo02557 1,131.58 21,500.00 11-13-2003 CDo03224 .07- 600.00 03-12-2007 REFUND .00 65.24- TOTAL TAX CREDIT 23,166.27 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. \ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~ A REFUND. SEE REVERSE SIDE OF TWIS FORM FOR INSTRUCTIONS.) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280'01 HARRISBURG PA 17128-0'01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* - '.' I REV-l'07 EX AFP (03-05) ZOOl APR -9 M;\ II: 50 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-26-2007 FINN 02-12-2003 21 03-0176 CUMBERLAND 101 HOWARD J CLEri\<, OF Onr., '/'. r :'~, ,'-'('JI1DT tit"' f1,;"",,1 \: 'd '",./1, ,...Ii II MICHAEL C FINN eu\, 12720 PHEASANT RUN BURNSVILLE MN 55337 Amount Re.itted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF FINN HOWARD J FILE NO. 21 03-0176 ACN 101 DATE 03-26-2007 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIQURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-12-2007 PRINCIPAL TAX DUE: 23,166.27 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-12-2003 CD002557 1,131.58 21,500.00 11-13-2003 CD003224 .07- 600.00 03-12-2007 REFUND .00 65.24- . TOTAL TAX CREDIT 23,166.27 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 II IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION DF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1. ND PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS. ) C!t STATUS REPORT UNDER RULE 6.12 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Howard J. Finn Date of Death: 2/12/2003 File Number: 21-03-0176 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No--L 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: within 6 months 3. Ifthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account/statement with the Court? Yes No 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 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date: 10/26/07 co o John H. Broujos 4 N. Hanover St., Carlisle, PA 17013 717-243-4574 C',J Capacity: Personal Representative \':) x Counsel for Personal Representative r"--.-"" ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/15/2008 _2 BROUJOS JOHN 4 NORTH HANOVER STREET CARLISLE, PA 17013 01 "'"'1;1 - '-1 (.,) -k,- ~ - RE: Estate of FINN HOWARD J File Number: 2003-00176 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: 2/12/2008 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, I 1/:; . ~1' ):' 1'../J. /; .., . . . L_ / ,<.M~&'_.."L "-':W~,l!"'J~..~&::: . t Glenda Farner Strasbau~ 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: 1/15/2008 FINN MICHAEL C . ,.~ 1~~ 72 0 PHEASANT RUN BURNSVILLE, MN 55337 :-) Ul C!-.J ~ ... ,- , . J.:.~ RE: Estate of FINN HOWARD J File Number: 2003-00176 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: 2/12/2008 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, tJl _~:9 ~ 'j ~ '. .-t.- .,' _ - I /.,.~l.,.l". '. '>''' . _._ y- '.-"'..' '..'"K. "- . <'U3r7,.?1...) ....,.a;i~4::.... ,~ /t"'-" ,/ ./ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. a.c. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF C'-JMv.,CfLW\rv() COlJNTY, PEi'1"NSYLV ANIA Name of Decedent: \-\OWf\\lP r:- -~ y:-, N N Date ofDeath--.aJu,J 03 File Number: 2oo~ 00 l , G;. Pursuant to Pa. OC Rule 612, I report the following with respect to completJOl1 of the admimstratlOl1 of the above-captioned estate 1. State whether admil1lstratlOn 0 f the estate 1S complete DYes CB'No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete "-~O'OQ 3 Hthe answer to No 1 is YES, state the following a Did the personal representative file a final account with the COUJi') . . DYes DNa b The separate Orphans' COUli No. (if any) for the personal representative's account 1S: c Did the personal representative state an account informally to the parties in interest? DYes DNo d Copies of receipts, releases, Joinders and approvals of fonnal or infom1al accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report Dnle d.-O~' og ~ 'lL \9.. ('~- Slgllnlllre of PerSOll F'iling this Form Capacity: [!I-rersona\ Representative D COLlnsel (. r) . J '_' J . ." ,."~- (, I I::i:U M\.<.:.l-\1\6G 0N...J ;:;;;;;; of PerSOll Filing this Form \ a../ dJ:;> y> \-\ ~ t'$A ..;\ U..; N Address .e; v\l;.J SV Il- LE:.~ h N S s '33 f ~SL 8cr4 bL\\ Tdcph0l12 -" Pa. a.c. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cu /YJ bBr/an d COUNTY, PE~~SYL VANIA Name ofDecedentt-!()WtJ.J,d J. f;nn Date ofDcath rdroaL I /5 RtV."'3 File Number: ,;< CJO.3 - tJt:J /7 ~ Pursuant to Pa. O.C Rule 612, I report the following with respect to completion of the administration of the above-captioned estate 1. State whether admn1lStration of the estate IS complete ..' DYes fXNo 2. If the answer is No, state when the personal representative reasonably believes that the administration wIll be complete: /.LJ J:lh 111 ,t; ; X (~) (YJ [) n-i ~S 3. Hthe answer to NO.1 is YES, state the following a Did the personal representative file a final account with the COllli? . .. .. . DYes 0 No b The separate Orphans' COUli No. (If any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? . . . .. 0 Yes 0 No Date '7- 14 u 1: d filed with the Clerk of the Orphans' Court and m y be '- Capaci ty: ersonal Representative ~ Counsel \John J-!, J3r()I!j~o.s J7);\);~t~hiSfl;;o ver ,5ired AC;r/18/e, fJll /.,/tJj3 ~/'l-{~i3-.J-kj~~ o t *i! t}(J J~.l j i 'f.., .:d ::U:l T:.{cpl1one ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/14/2009 r~ '~~ - ~~-.~ -- n .::~ _J ~ '_- BROUJOS JOHN "; ~ - y_ _ ,.. r- -~-- 4 NORTH HANOVER STREET - : ~-'~ _ _. CARLISLE, PA 17013 ;.~ '~ -~; --r7 4_.. ~ --' ..... -~" RE: Estate of FINN HOWARD J File Number: 2003-00176 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, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wily a Status Report of completed or uncompleted admini_strati.on. This filing is due by: 2/12/2009 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. Since ely, j ~.~-"' L.y~`' '~--~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wi11s One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 r.,~ ~-~ ~.c-, - _ ~,~ _._ ..._: c l~ r~ Date: 1/14/2009 `~ -_.% ~ - ~_ _ FINN MICHAEL C ~ ~:' ~, 12 72 0 PHEASP.NT RUN --.~ =~ t;t? `: _- i'~ i BURNSVILLE, MN 55337 i' ~~ ~.. RE: Estate of FINN HGWARD J File Nu~.ber: 2003-00176 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, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 2/12/2009 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. Since ely, Glenda Farner Strasbaugh ~'~-~ Clerk of the Orphans' Court cc: File Counsel ~~. ®.C. RI~~~ 6.12 ST~~IJTS P®~'~ REGISTER OF WILLS OF ~ Gt//IB~~~~~ CONY, PEN~TSYLVANI?~ Name of Decedent: /7~~N~~~ J ~~i1.'~/ ,3 File Number: ~~' ~'~ y ~~ ~~' Date of Death: 2 ~ p,,,_~,,,, ,.,+ +„ ~., n l ` D„lo ~ 1 ~ T ,-o„~,-t the fill ~~x~ina ~ztith racnPr.t to nnmplPti011 of t~le adllllr]1Stratl oll of the above-captioned estate: Yes No 1. State whether administration of the estate is complete :................... . 2. If the answeris No, state when the personal representative reasonably believes that the administration will be complete: IMF ~r'~ (~ i~70n ~~s ~ ~ - 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... ]Yes 0 No 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 ^No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe fried with the Cleric of the Orpi7ans' Court and may be att d to this report. y~ ~ s, 4 Dnte _~ ~- C/ Signah~re of P rson Filing this Fornx Capacity: QPersonal Representative ounsel d ~~1`~-' 1'© ~ ~~ Nmne of Person Filing this Fa-m dd U~ ~~ ~y~ w ~~l~J~~~an~ ~Ul ~~ J 4,I,~f j~:7~ Address SZ ~~ 6~d S- ~~~ 60~Z i r. -_ -. r-,_ c' ~ .. _ ... ' ... -- MI ~ ~ ' .. ~. ~~., ~~ i .~~.~.J '. Telephone corm Rbl'-/0 rev. 10.!3.0/ Via. ~1.~. ~u~~ 6.12 STr~ ~ 1JS P®~~' REGISTER OF WILLS OF Cv ~EZ~.~1N~ COUNTY, PEN~,'SYLVANI~ Name of Decedent: ~3W AZT ~ !' ~N `'J Date of Death: ~C• ~c~a 03 File Number: ~~~~ ~ C'~ 1-7(0 Pur~uai: ~ i~a. v.~. RUie v.17, I report the f~lintz,'inb ~ztith ,-acrn,Prt to r'.nmpletion of the administration of t1.~e above-captioned estate: 1. State whether admrnrstratron of the estate rs complete :.................... L+IY es [) Nc 2. If the answei 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 o b. The separate Orphans' Court No. (if any) for the personal representative's account is: c, Did the personal representative state an account ~,/ inforn~ally to the parties in interest? ............... . ............... ~ ~'es [2 No d. Copies of receipts, releases, joinders and approvals of foiznal or informal accounts maybe filed with the Clerlc of the Orphans' Court and may be attached to this report. Dn[e ~ _I ~ ~ O~ 4l~ .~14 I,,~ ::~ 1 U6~~3rI~~~ -~~ ~"~s~~`#~.J h2 ~ I I ~d~ ~z ~d~ 6~0~ Signature of Person Filing this Form Capacity: ersonal Representative ^ Counsel Nmne ojPerson Filing this Form .~ Address X52. $44• ~Zi~ Telephone Form R6P-!0 rev. lQlj.O~ Pa. O.C. Rule 6.12 STAT1US REPORT REGISTER OF WILLS OF ~m Pr1Gt nd COUNTY, PENNSYLVANIA Name of Decedent: /"7 r~ ward r1 ~/ /1/l Date of Death: 07 ~/o~ ~~.3 File Number: e(~ ~ ~~ O/~lv Pursua.: ; Pa. C.C. Pule 6.12, I report thee, f~11rJi:,inoU frith rresnect t0 completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ~ Yes ~ No 2. If the ahsweris 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? ....... l~Yes ~ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infdrrnally to the parties in interest? ............................... l~I'es Q No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe tiled with the Clerlc of the Orphans' Court and m~y b~La 6ache~ee~l~is report. Onre ~ ~ ~ O Q d _ N F~- - ~ ~O wbu ,. > ~ '`'mac, ~, I ~"'~- J~ ca ~ U u,r ¢L23 d ~ rn <ti Form R6Y-l0 rev. !0.13.06 Capacity: Personal Representative Counsel ~ o~, n ~, ~ro~U~/(:~5 Nnme of Person Filing this Form ~/i1/o~h ~an~y~r `~-~r~e-~ Add//re~~ss ,/J y/~ / ~ Telephone a~