The URL can be used to link to this page

Home My WebLink About04-0755PETITION FOR PROBATE and GRANT OF LETTERS Estate of Dorothy H. Rhone No. also known as Dorothy J._Rhone To: Social Security No. 203 - 10 - 83'45 Register of V¢iils for the County of~l.~iL0~ in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executr ix named in the last will of the above decedent, dated ._June __4 .... 19 99 and codicil(s) dated Decendent was domiciled at death in CumberlaDd County, Pennsylvania, with h. er last family or principal residence at _~.22Lr_~_mo, n[ Nltr~i no and Woh~h CeDi-er 375 Claremont dist street, number and rnuncipality) Decendent, then 83 }ears of age, died__ Fphrnalz~_ 4, 20flzl . at~nt 2i~and ttp_dnab = ' n - was not dNorced and did not have a child born or adopted Except as roi ows. decedent d~d after execution of thc will offered for probate; ~tas not tke victim nfa killing and was never adjudicated incompetent: Decendent at death owned property w/th estimated ;alues as follows: (If domiciled in Pa~) All pe~so~-~al prv~crty $_~: flOC~ _ flO (If not domiciled in Pa.) Personal p,'o?,ert~ in Pennsylvania $ (If not domiciled in Pa.) Personal p~operty in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, vetmonert,~ espect~ud, reqnest{s) the probate of theTiJaSt will-~t'nd codicil(s) pre~ented herewith and the grant of letters i-,t=,qt'.arnonl-.~ ry theron. New Cumberlandz P~ Road 17070 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLYANIA ~ ss COUNTY OF CUMBERLAND The petitionei{;) ab,5, e-named swear(s) nr affirm{s) that the statements in the foregoing petition are true and correct to thc best ¢f the knowledge and belief of petitioner(s) and ttmt as personal represen- tative(s) of the above decedent petitionensl wiJl well and truly a0minister the estate according to law. S~orn to or affirmed au~ subscribed ,~ ~ ~_~'. ~c ~ ~ begore me this j~ ~ da~ of ~ _~ ~ Estate of Dorothy H. Rhone /~/~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW t ~ the reverse side hereof, satisfactory proof having been presented before m~,, IT IS DECREED that the instrument(s) dated (I,9 4' iq 'lq described therein be admitted to pro_bate and filed of record as the last w..ill and Letters T E S r~ g'l are hereby granted to ~ [ ( ~ ~ _ ~___., in consideration of the petition on FEES Probate, Letters, Etc .......... Short Certificates(~l ) .......... TOTAL Filed Register of Wills ~ [~ I i( ~,'~ ") ~/ ~ndrew C. Shee~ , 127 S. HarkeL Street, P.0. Box 95 ADDRESS Hechanicsburg, PA 17055 717-697-7050 PHONE ARNING: It isiiiega! ; duphc(~t;: ~F- ,;,~ ;,; photostat or Photograph. COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH "VITAL RECORDS CERTIFICATE OF DEATH 375 Claremont Drive Carlisle, PA 17013 ""'"?%%1 I '" ~ Cumberland ~ddlesex ~p. ~laremont Nursing & Rehab Center ~.*~o.~.,~ white ,,. File Clerk ],,~ State Government ~,~ ,~ 2 ~'~ ~ ...... , .... ~cm~ ,~.s~,. Pennsylvania _ m~ ,~ ~,~m Middlesex ~p. ,, Emma Shearer t~ 120 Spanslers Mill Road, New Cumberland, PA 17070 Rolling Green Memorial ParkI Lower Allen Twp., PA 17011 Edward Hess ~. Janis B. Hetrick ~,~ o~.m~ ~q ,~bruary 9, 2004 $~NATUaEOCF~I~R~L$~¥ICEL~ERSONACTINaA$$UCN [LICENSE ...... jN*UE~*°""~°F~c'u~Parthemore FH & CS, Inc '~"- ~ ~ Iz~. FD 013 340 L ~P O Box 431 Ne ........ i .... LAST WILL AND TESTAMENT OF DOROTHY H. RHONE 1, DOROTHY H. RHONE, of 402 East Main Street, Shiremanstown (Borough of Shiremanstown), Cumberland County, Pennsylvania, mai<e, publish and declare this as and for my Last Will and Testament, hereby rewaking all other Wills and Codicils heretofore made by me. FIRST: I direct that all inheritance, estate, transfer, succession and death taxes, as well as my just debts and funeral expenses, of any kind whatsoever, which may be payable by reason of my death, shall be paid out o£ the p~'incipal of my estate as the same can conveniently be done. SECOND: 1 give, devise and bequeath all the rest, residue and ~-cmainder of my estate of whatever nature and ~vherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, unto my husband, ROBERT H. RH()NE, p~-ovided he sun,ives me by sixty (60) days. THIRD: Should my husband, ROBERT H. RHONE, pre- decease me or die on or before the sixtv-first (61st) day following my death, I give, devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together ~vith any insurance policies thereon, as follows: A. I give and bequeath the sum of FIVE THOUSAND DOLLARS ($5,000~00) to mv son, JEFFREY W. BISTLINE, of York Springs, Pennsylvania, provided that should JEFFREY W. BISTLINE predecease me, I give and bequeath this sum of FIVE THOUSAND DOLLARS ($5,000.00) to his issue, in equal shares, per stirpes; and B. I give, devise and bequeath all the rest, residue and remainder of nw estate of ~vhatever nature and wherever situate, including any property over xvhich I hold power of appointment and together with any insurance policies thereon, to mv daughter, JANICE A. HETRICK, of New Cumberland, Pennsylvania, provided that should JANICE A. HETRICK predecease me, I give and bequeath the rest, residue and remainder of my estate to her issue, in equal shares, per stirpes. FOURTH: In addition to all powers granted to them by law and by other- provisions of this Will, I give the fiduciaries acting hereunder the following[~owcrs,· applicable to all propertv,~ exercisable without court approval and effective until actual distribution of all property: ~A) '1'o sell at public or private sale, or to lease, for any period of dmc, any real or personal property and to give options for sales, exchanges or leases, tbr such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restric- tions on real estate. (C) 'Fo compronfise any claim or controversy and to abandon any' property which is of little or no value. (l)) Fo invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized ['or Pennsylvania fiduciaries, as are deemed proper, without regard to any principle of diversification, risk or pro- ductivitv. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laxvs, including, but not necessarily being limited to, per- sonal income, gift and estate or inheritance tax laws. ((;) To make distributions to my herein named beneficiaries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. 3 (l) To select a mode of payment under any qualified retire- ment plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law. FIFTH: I nominate and appoint my husband, ROBERT H. RHONE, Executor, of this, mv Last Will and Testament. In the event of thc death, resignation or inability to serve for any reason whatsoever of ROBERT H. ~ONE, I nominate and appoint my daughter, JANICE A. HETRICK, Executrix, of this, mv Last Will and Testament. I direct that my Executor or Executrix, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties m any jurisdiction. IN WITNESS WHE~OF, I have hereunto set my hand and seal to ~his, my Last ~ilI and Testament, this /:':~ day of lune, 1999. /~',~.,~ ,/~ ~.-,~ (SEAL) DOROTHY H-~ ~ONE Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting ~vitnesses. Address i,o,5 Name Address "?'"' Name 4 (7OMMONWEAL I'H OF PENNSYLVANIA COUNTY OF CUMBEP. LAND SS h I)~n'othv 1t. Rhone, Testatrix whose name is signed to the attacbed or foregoing instru- ment. havin?4 hcen duly qoalified according to law dc) hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it xvillingly; and that I signed it as mv h-ce and voluntary act and deed, for the purposes contained therein. Sworn and affirmed to and acknowledged before me by Dorothy H. Rhone, the Testat:i:<, this 4th day ot Juuc, 1999. COMMONX, VEALTI 1 OF PENNSYLVANIA SS (OUN/5 )F(LMBERLANI) \Vc. thc undersigned, ]..c',Ur(.:rt ~,5~. C~r cc and fl.,~r'~'~*' d~c witnesses whose names are subscribed m the attached or foregoing insWument, being ~rst duly sv, om ami qualified accordingly to law, do hereby declare to the undersigned authority that we were present and saw the lcstatrix, I)orothv H. Rhone, sign and execute the instrument as her Last Will and Testament. and that the Testatrix, Dorothy H. Rhone signed willingly, and that she executed her Last Will and l'estament as her free and w)luntarv act for the purposes tberein expressed, and that each of us, in thc presence and hearing of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix ~vas at that time eighteen (I8) years of age or older, of sound Illind and tuldcF lU~ constraint or undue influence. and affirmed to and acknowledged hefore me, by , ' 'and / ~,_,:. ,/ the kVitnesess, this 4tb day of June, 1999. Commission Expires: [:%. COMMONWEALTH OF ~ PENNSYLVANIA ~,,~~. DEPARTMENT OF REVENUE ,F"~,~,~'~ DEP'~ 280601 ~HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 _ 04 0755 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Rhone. Dorothy J. DATE OF DEATH (MM-OD-YEAR} DATE OF BIRTH (MM-DD-YEAR) 02/04/04 03/08/20 (IF~P~LLiCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 203-10-8345 THIS RETURN MUST BE F~LED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER r~l. Original Return E~4. Limited EsLata ~]6. Deceden~ D~d Testate (At. ch co.uy of W~l} E~4a. Future Interest Compromise (~t~ ofde~th aq~ 12-12~2) [] 5. Federal Ests/e Tax Return Required ~10. S~usal Pover~ Credg (~,~ o~m b~n ~-3~-e~ a,~ ~-~5) ~ 11. Election to tax under Sec 9113(A) [A~a~h S~ O~ NAME Andrew C Sheely, Esquire "FIRM NAME (If AppliCable) Andrew C. Sheely, Attorney at Law TELEPHONENUMBER (7~7) 697-7050 COMPLETE MAILING ADDRESS Andrew C. Sheely, Esquire 127 South Market Street P.O. Box 95 Mechanicsburg, PA 17055 1 Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely HeJd Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash Bank Deposits & Miscellaneous Personal Property [5) (Schedule E) 6 Joiniiy Owned Prope~ (Schedule F) (6) E~ Separata Billing Requested 7. Inte¢-VNos Transfers & Miscellaneous Non-Probate Proper(y (7) (SChedule G or L} 8. Total Gross Assets (total Lines %7) 9. Funeral Expenses &Administrative Costs (Schedule H) (9) 10 Debts of Decedent, Mortgage Liabilibes, & Liens (Schedule I) (10) 11 Total Deductions (total Li~es g & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13 ChadtabJe and Governmental Bequests/Sec 9113 Trusts for wh~cg an s/ection to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 3,383.,41 z~ (8) 6,560.00 160.469.55 (11) (12) 3,383.41 167,029.55 000 0.00 (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousa~ tax rote, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at li~eat rate 17 Amoum of Line 14 taxabte at sibling rate 18 Amount of Line 14 taxable at cot~ataral rote 19, Tax Due 0,00 x .o___ (15) x .0_ (16) x .12 (17) x A5 (18) 0.00 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY REV-1508 EX+ (6-98) ~ -,~. COMMONWEALTH OF PENNSYLVANIA ESTATE OF FILE NUMBER DOROTHY H. RHONE 21-04-0755 Include the proceeds ef Iiligation and lhe date the proceeds were received by the estate, All property jointly-owned with right of survivorship must be disclosed on Schedule F ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Equiserve (MONY Group) Account #610 84 99 Fixed amount paid by buy-out closed on July 1, 2004 Decedent's Credit Refund from Cumberland County Home Cemetery Lots at Rolling Green Cemetery Lot #83A, space 1 & 2, at $800.00 per space $ 744.00 $1,039.41 $1,600.00 TOTAL (Also enter on line 5, Recapitulation) $ 3,3 8 3.4 1 (It more space is needed, insed additional sheets of the same size) SCHEDULE H COMMONWEAETN OF PENNSYLVANIA FUNERAL EXPENSES & INHERIT^NCE TH RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER DOROTHY H. RHONE 21-04-0755 ITEM NUMBER A 5 Debts of decedent must be reported on Schedule [DESCRIPTION FUNERAL EXPENSES: PARTNEMORE FUNERAL HOME ROLLING GREEN CEMETERY - GRAVE OPENING GINGRICR MEMORIALS ADMINISTRATIVE COSTS: Personal Representative's Commr$sions Social Securi[y Nurnber(s)/EIN Number of Pe~onal Representative(s) 202 - 36 - 5116 Year(s) Commission Paid: Attorney Fees ANDREW C. SREELY, ESQUIRE, PER AGREEMENT Family Exemptiom (If decedent's address is not the same as claimant's, abach explanation) Claimar~t Street Address City State Relationship of Claimant to Decedent Proba[e Fees Zip FILING FEES FOR INHERITANCE TAX RETURNS AMOUNT $2,653.00 $ 870.00 $1,590.00 $ 500.00 $ 875.00 $ 62 .00 TOTAL (Also enter on line 9, Recapitulatior $ 6~560.00 (If mom space is needed, inserl additional sheets of the same size) i[. ~ ..__. A Family Tradition O/'Carmg PARTHEMORE Funeral Home & Cremation Services, Inc. NIl Olmblbld, PA I'/(YTO 1303 El~idl~e Street P.O. Flox 43 I New Cuml~¢rland, PA 17070 (717) 774-7721 (Fax) 774-5546 www.parthemof~eMIl~ ! Gilbert W. Panhemo~,e, ,, Founder : Gilbert J. Parthemore, . Stephen K. Pattbemore, CFSP : Bruce R. ParthcmOre, : Pre. Need C'oordlnator, CPC We dn~ nl~ em eeefldm~ you have plaMd tn ua md will ~mdnue Io amst y~ tn every w~ we~m, Plmsefeel ~eeteeeat~tmifyouhavemyqueMioeslnee$,anltolhis~meet The foJlowioll 1%00 ! .799.00 989.00 6,920,00 146,68 24,00 35.00 IO0,O0 169.60 475,28 -138.40 Urn .,~ Ty~. ~xl ......... , ........ ~: ............. TE~S -- CA~I SALE 717-77~-0890 CHOICE PRODUCTS ~NC PAGE ~2 Supplier Foun~. ordered ............ Complete P~ilton verified .oo&tJon: Vase I~ Corner Poets $ Foun~lation 'TOTAL DEPOSIT ~alance Due Upon Compl~ion Type of ~am ~ RECEIPT FOR PAYMENT Cumberland County - Register Of Wills Hanover and Hiqh Stree5 Carlisle, PA I7013 Receipt Date: 8/16/2004 Receipt Time: 10:10:07 Receipt No.: 1037530 RHONE DOROTHY H Estate File No.: 2004-00755 Paid By Remarks: J B HETRICK VZ ........................ Receipt Distribution Fee/Tax Description PETITION FOR PROBA EXTRA PAGES SHORT CERTIFICATE JCP FEE Check# 9883 ........ ~66-- Total Received ......... $59.00 Payment Amount 25.00 12.00 12.00 10.00 Payee Name CUMBERLAND COUNTY GENEP~AL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D RECEIPT FOR PAYMENT Cumberland County - Reqister Of Wills Hanover and High Street Carlisle, PA I7013 Receipt Date: 9/20/2004 Receipt Time: 16:30:56 Receipt No.: 1037861 RHONE DOROTHY H Estate File No.: 2004-00755 Paid By Remarks: CASH CCP Fee/Tax Description SHORT CERTIFICATE Check# CASH Total Received ......... Receipt Distribution ........................ Payment Amount Payee Name 3.00 CUMBERLAND COUNTY GENERAL FUN $3.00 $3.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MOETGAGE LIABILITIES,& LIENS ESTATE OF FILE NUMBER DOROTHY H. RHONE 21-04-0755 Include unreimbursed medical expenses, ITEM NUMBER DESCRIPTION AMOUNT Department of Public Welfare $160,469.55 Class 3 and 6 Liens (see attached letter) $160,469.55 160,469.55 $ TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) AI~DREW C SHEELY ATTORNEY AT LAW PO BOX 95 MECHANICSBURG PA 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE SUREAU OF FINANC~L OPERATIONS DIVISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8486 August 12, 2004 Re: DOROTHY PHONE CIS #: 510147214 SSN: 203-10-8345 Date of Death: 02/04/2004 Dear Mr. Sheely: Please be advised that the Department of Public Welfare maintains a claim in the amount of $160,469.55 against the above-mentioned estate. This claim is for restitution of medical assistance granted on behalf of the decedent for which the Probate Estate is now responsible to reimburse the Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's itemized statement of claim. A portion of this medical expense, namely $21,287.12, was incurred during the last six months of the decedent's life; therefore, it is a Class 3 claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $139,182.43, is to be entered as a priority Class 6 claim against the estate. Please acknowledge receipt of this letter and advise whether the Commonwealth's claim is admitted and when payment may be expected. If the estate accounting is complete, please provide a copy. If the estate contains real estate, please provide copies of the deed, the latest tax assessment, and a current appraisal, if available. Sincerely, Debra A. Wiest TPL Program Investigator 717-772-6713 717-772-6553 Enclosure COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DOROTHY J. RHONE SCHEDULE J BENEFICIARIES FILE NUMBER 21-04-0755 NUMBER II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) JEFFREY W. BISTLINE 233 N. East Street Carlisle, PA 17013 RELATIONSHIP TO DECEDENT DO Not List Trustee(s) SON AMOUNT OR SHARE OF ESTATE JANICE A. HETRICK 120 Spanglers Mill Rd. New Cumberland, PA 17070 DAUGHTER ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $5,000.00 Rest, Residt~., & Remainder of Estate 1500 COVER SHEET LAST WILL AND TESTAMENT OF DOROTHY Ici. RHONE I, DOROTHY H. RHONE, of 402 East Main Street, Shiremanstown (Borough of Shiremanstown), Cumberland County, Pennsylvania, make, publish and declare this as and l:0r my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. F~.: I direct that all inheritance, estate, transfer, succession and death taxes, as well as my just debts and funeral expenses, of any kind whatsoever, which may be payable by reason of my death, shall be paid out of the principal of my estate as the same can conveniently be done. ~: I give, devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which 1 hold power of appointment and together with any insurance policies thereon, unto my husband, ROBERT H. RHONE, provided he survives me by sixty (60) days. II_t$!_R~: Should my husband, ROBERT H. RHONE, pre- decease me or die on or before the sixty.first (61st) day following my death, I give, devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hokl lxower of appointment and together with any insurance policies thereon, as follows: A. I give and bequeath the sum of FIVE THOUSAND I)OLLARS ($5,000.00) to my son, JEFFREY W. BISTLINE, of York Springs, Pennsylvania, provided that should JEFFREY W. BISTLINE predecease me, I give and bequeath this sum of FIVE THOUSAND DOkLARS ($5,000.00) to his issue, in equal shares, per sth-pes; and 13. I give, devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which l hold power of appointment and together with any insurance policies thereon, to my daughter, /ANICE A. HETRICK, of New Ct, mberland, Pennsylvania, provided that sbotfld JANICE A. HETRICK predecease me, I give and bequeath the rest, residue and remainder of my estate to her issue, in equal shares, per stirpes. -E-O--U-R.Tltt: ha addition to all powers granted to them by law and by other provisions of ~his Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without cnurt approval and effective until actual distribution of all property: (A) 'Fo sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sal'es, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instrurnents for transfer of the property and to receive tile proceeds of any disposition. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restric- tions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, commo,~ tnast funds and mortgage investment ft.,ntis, without restricti,~n to investments attthorized ft~r l~ennsylva,fia fiduciaries, as are deemed proper, without regard to a,ay principle of diversificatio,~, risk or pro- ductivity. (E) To exercise any option, right or privilege granted in insurance policies or in other inw~stments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, per- sonal income, gift and est,ate or inheritance tax laws. (G) '1~o make distributions to my herein named beneficiaries in cash or in kind or partly itl each. (1-~) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve a,ay property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retire- ment plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law. F_IF__T_H_: 1 nominate and appoint my husband, ROBERT H. RHONE, Executor, of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of ROBERT FI. RHONE, I nominate and appoint ~v daughter, JANICE A. HETRiCK, Executrix, of this, my Last Will and T~'stament. I direct that my Executor or Executrix, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their. duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this -':'"' ~'~ day o£ June, 1999. ' ' --" ~'"' ~' (SEAL) DOROTFIy ~ Signed, sealed, published and declared by the above-named Testatrix as and fbr her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. -~' --" Address ,,'~ o Address Name 4 COMMON%EAL HOF ~ENNSYLVANIA COUN I'Y OF CUMI3EP, LANI) SS 1. l)ormhy Ii. Rhone, Testatrix whose name is signed to tile attached or foregoing instru. nlenl, having hot'il duly ~{uaJJJ'icd acc{~rding lo law. do hereby acknowledge that 1 signed and executed thc mst:-umem as my Last Will and I'estament; that I signed it willingly; and ~at I signed it as my frcc and voluntary act and deed, for the purposes contained therein, N',x,~,rn and alfn'mcd m and ackm)wledgcd heft)re me bv I)orothv H. Rhone, the Testatrix. {his -tlh / COMMONWEALTH (.)F PENNSYLVANIA SS (7OUNTY OF ( ;L;M BERLANI ) Wt'. thc undcrsi~nc.d, ~"~m-e{et .~. ~c¢~t-~lf% ; ~ . ....................... ~.d ~A~e ,~ (. " d~c wilm'sscs wlmsc namch are subscribed tu the at[ached or for<Romg instrument, being~rst duly ~wm'n and qualified accordingly lu law, do hereby &'clare to thc undersigned authority that we were .~resenl and saw Ibc Ic~t,m'ix~ ) rothy H Rhon$. sign and execute the instrument as'her Last Wilt and Testament, and thai thc Testatrix, l)orothv H. Rhone signed willingly, and that she executed her Last Will and l'cstamcnt as her free and vo'luntary act for thc purposes therein expressed, and that each of tls. i~l the presence and heam~g of the Tes~trix. signed the Will as witnesses; and that to thc best of our Mmwledgc thc I'cstatrix was at that time eighteen ( 1 8) years of age or older, of sound nlind ;lnd ulldt, r ln{J constraint or undue influence. Commission Expires: Sworn and affirmed to and acknuwlcdged before me, bv ,,.', ~'~,,, (i~ :.,d../,.e, ~(f thcWitnescss, this4thdayo()une 1999. Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 11/01/2004 SHEELY ANDREW C ESQ PO BOX 95 MECHANICSBURG, PA 17055 RE: Estate of RHONE DOROTHY H File Number: 2004-00755 Dear Sir/Madam: It has Come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans, Court his/her Certification of Notice. This filing will become delinquent on 11/26/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Personal Representative(s) Judge GLENDA FARNER STRASBAUGH Clerk of the Orphans, Court Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 11/01/2004 SHEELY ANDREW C ESQ PO BOX 95 MECH3~NICSBURG, PA 17055 RE: Estate of RHONE DOROTHY H File Number: 2004-00755 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPH3~NS' 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 11/26/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Personal Representative(s) Judge GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 11/01/2004 HETRICK JANICE A 120 SPANGLERS MILL ROAD NEW CUMBERLAND, PA 17070 RE: Estate of RHONE DOROTHY H File Number: 2004-00755 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 11/26/2004 Your prompt attention to this matter will be appreciated. Thank You. CC: File Counsel Judge GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court CERTIFICATION OF NOTICE UNDER RULE 5.6(a) NAME OF DECEDENT: Date of Death: will No. 2004-00755 To the Register: Dorothy H. Rhone February 4, 2004 Estate No. 21-04-0755 I hereby certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans Court Rules was served or mailed to the following beneficiaries of the above-captioned Estate on November 8, 2004. Janice A. Hetrick Jeffrey W. Bistline Daughter Son 120 Spanglers Mill Road New Cumberland, PA 17070 233 North East Street Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: November 8, 2004 Andrew C. Shelly, Esquir~ PA ID NO 62469 P.O. Box 95 127 S. Market Street Mechanicsburg, PA 17055 717-697-7050 Counsel for Personal Representative, Janice A. Hetrick, Executrix Estate of Dorothy H. Rhone BUREAU OF INDIVIDUAL TAXES TNHERITANCE TAX DTVTSZON po BOX 280601 HARRTSBURG, PA 171Z8-0601 COHMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-I~q7 EX AFP ANDREW C SHEELY ESQ 127 S MARKET ST PO BOX 95 MECHANICSBURG PA 17'0~55 :. DATE 11-29-200q ESTATE OF RHONE DATE OF DEATH O2-Oq-ZO0~ FILE NUHBER 21 0~-0755 COUNTY CUHBERLAND ACN 101 Amoun~ Remi~ed DOROTHY H HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS -~1 ~V: i~' ' ~' '~P~' '[ ~:'~3' ~'~ ~ '~ ' ~ ~ ~ ' ~ ' ~P ~ ~k~ ~' ~ ~~'~' ~' ................. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RHONE DOROTHY H FILE NO. 21 0~-0755 ACN 101 DATE 11-29-200~ TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANSED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 0RZGINAL RETURN 1. Real Es~a~o (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~nership In~aros~ (Schedule C) ($) q. Nor~geges/No~as Receivable (Schedule D) (~) 5. Cash/Bank Deposi~s/Hisc. Personal Propar~y (Schedule E) ($) 6. Jointly Offned Proper~y (Schedule F) (6) 7. Transfers (Schedule O) (7) 8. To,al Asso~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedul® H) (9) 10. Dob~s/Nor~gmga LiebiZi~ies/Lians (Schedule 1) (10) 11. To~al Deductions 12. Ne~ Value of Tax Ro~urn .00 .00 .00 .00 $~$83.ql .00 .00 (8) 6,560.00 160~69.55 (11) (12) 13. 1~. NOTE: Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) No~ Value of Es~a~e Subjec~ ~o Tax Zf an assessment ~as issued previously, lines 1~, 15 and/or reflect flgures that lnclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amoun~ of Line 1~ at Spousal rata (15) .00 X O0 = 16. Aeoun~ of Line lq ~axabla a~ Lineal/Class A ra~e (16) .00 X 0~5 = 17. Amoun~ of Line lq a~ Sibling ra~e (17) .00 X 12 : 18. Amoun~ of Line 1~ ~axable a~ Collateral/Class B ra~e (18) .00 X 15 = (19)= RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AHOUNT PAID 19. Pr/nc] )al Tax Due TAX CREDITS: PAYMENT DATE NOTE: To insure proper credi~ ~o your account, submi~ ~he upper por~ion of ~his form w$~h your ~ax payment. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 3,385.ql 167.029.55 165,6~6.1q- TOTAL TAX CREDIT .00 BALANCE OF TAX DUEI .00 INTEREST AND PEN. I .00 TOTAL DUE I . O0 ( IF TOTAL DUE TS LESS THAN $1, NO PAYMENT IS REQU'rRED. 'rF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)., YOU MAY BE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .00 .00 .00 .0O (13) .00 (1~) 165,6~6. 16, 17, 18 and 19 will .00 RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 11, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act g$ of ZOO0. (71 P.S. Section 91qb). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to= REGISTER OF NILLS, AGENT A refund of a tax credit, which ems not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications are available online at wam.revenue.state.oa.us, any Register of gills or Revenue District Office, or from the Department's gq-hour answering service for forms orders: 1-800-$61-Z050; services for taxpayers with special hearing and/or speaking needs: 1-BO0-qqT-3010 iTT only). Any party in interest not satisfied with the appraismsnt, allowance or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object aithin 60 days of the date of receipt of this notice by filing one of the following: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at mww.boardafappsals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board af Appeals website. You may also send a mritten protest to PA Department of Revenue, Board of Appeals P.O. Box 181001, Harrisburg, PA 17128-1011. Petitions may not be foxed. B) Election to have the matter determined at the audit of the account of the personal representative. C) Appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in eriting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, P.O. Box g80601~ Harrisburg, PA 17118-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid aithin three (3) calendar months after the decedent's death, a five percent (5Z) 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 time period as you aouZd appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1981 bear interest at the rate of six (61) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after January 1, 1981 will bear interest at a rate ahich will vary fram calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 200q are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor ~ lOX .0005q8 1988-1991 llZ .O00~O1 1985 ZSZ . O00q:SB 1992 97. . O00:~q7 19Bq 117. .000~01 1993-199q 77. .O0019Z 1985 i~Z .000356 1995-1996 91 .000147 1986 lOX . O00Z7q 1999 71 .000192 1987 log .OOOZ7q ZOO0 7Z .OOOlgZ --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor 2001 91 .O00Zq7 ZOOZ 62 .00016q 2003 52 .000137 200q qZ .000110 X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (153 days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Court0ouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/04/2006 SHEELY ANDREW C ESQ PO BOX 95 MECHANICSBURG, PA 17055 RE: Estate of RHONE DOROTHY H File Number: 2004-00755 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: 2/04/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAU6H REGISTER OF WILLS cc: File T"I_........_____, n__.._____~_.~..:......._ 1_\ ct::.L'='uuctJ.. J:\.C.!:-'.LC'='CUL.Cl.L.J..VC\'='1 Judge ~t r ~ - - ,-. - ' -:.... UAl) 10'\. f'. ..~_ :. j i 1- U IVI 1\ -- Estate of RHONE DOROTHY H Late of MIDDLESEX TOWNSHIP ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-04-00755 Date: 3/14/2006 NO.: 21-04-00755 SHEELY ANDREW C ESQ PO BOX 95 MECHANICSBURG PA 17055 NOTICE OF FAILURE ~ro FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS I COURT RULE Personal Representative: HETRICK JANICE A Personal Representative Counsel: SHEELY ANDREW C ESQ Date of Decedent's Death: 2/04/2004 Date of Delinquency Notice: 2/04/2006 The undersigned, Glenda Farner Strasbaugh, Clerk of Orphans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of Orphans' Court on 1/05/2006 and that the ten (10) day notice to file the status report has expired. AccordinS}ly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel ~l~~ . )" Glenda Farner Strasbaugh Clerk of Orphans' Court A hearing is scheduled for May 01, 2006 at 11:00 AM in Courtroom No.2. If the Status Report is filed prior to the hearing date, the hearing will automati~~~ ~ Edgar B Bayley PJ ~ k~? f.~ ~x...\ ~ .~J ~ 7"":\ ._~_.~.__" ._.C"1rAT!illl~ ~..IC'n-~---~",:\,........,:il~""-d r'i"""'":l"'1--'..q.....,- Ktg!~tItJl. 01 'fI't/ lLll..l~ IUJL ,"-,U.Il..fl...iI.ulC.lC.s..a.i.lt" ~\UI\4.li.lUI.u.J STATUS REPORT UNDER RULE 6.12 Name of Decedent: Dorothy H. Rhone Date of Death: February 4, 2004 Estate No.: 21-04-0755 II 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 [Xl No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final accoUIlt with the Court? Yes 0 No 1XJ b. The separate Orphans' Court No. (if any) for the personal representative's account is: Date: Apr i 1 c. Did the personal representative state an account informally to the parties in interest? Yes rn No 0 *Insolvent Estate, Estate liabilities exceeded assets for distribution purposes. c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. /) ~ 26, 2006 ~ ~ ~ Signature f!." Andrew C. Sheely, Esquire ------- Name 127 South Market Street P.O. Box 95, Mechanicsburg, PA 17055 Address (717) 697-7050 Telephone No. 6 S' :"1 ",.J G + ...... 92 0("'1"'., 'j li lA, Capacity: o Personal Representative I!l Counsel for personal representative ~