HomeMy WebLinkAbout04-0783 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Howard Charles Bach No 21-04 - 7 g3
also known as To: Register of Wills for the
County of Cumberland in tho
Soci~d Secu, i0 N~,. 149-30-$974 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the executor named
in the last will of the above decedent, dated Oct. 11,1988
and codicil(s) dated N/A
NOTE: Elizabeth M. Bach died November 19, 1994
(state relevenat circmnstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania,
with his last family or principal residence at
770 South Hanover Street, Borough of Carlisle
(list street, number and municipality)
Decedent, then 94 years of age, died Oct.5,2001
at 770 South Hanover Street, Borough of Carlisle, Cumberland County
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victi~n of a killing and was never adjudicated
incompetent: No Exceptions
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ unestimated
(If not domiciled in Pa.) Personal property in Pennsylvania $
(tf not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
Total: unestimated
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
thereon,
///I / / //?
Howard Charites Bach,~-
14 York Road
Newton NJ 07860
OA'IH OIt PERSONAL REPRSENTATIVE
COMMONWEATLH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer The esta e a cor 'ng to law.
/
Sworn to or affirmed and subscribed /~,
before me this .~', r~day of
August ,2004
No. 21-04
Estate of Howard Charles Bach , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW /3fi/(.(). r,:~ 3 20 0 ~ , 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__ Oct.11,1988
described therein be admitted to probate and filed of record as the last will of
Howard Charles Bach
and Letters Testamentary
are hereby granted to Howard Charles Bach, Jr.
' Register o~f x,VilJ~s~ -3 ~ L
Probate, Letters, Etc. $ ~, (,.'~,} Stephen D. Tiley #32318
Short Certificates(1 ) $ Q ()~ ATTORNEY (Sup. Ct. I.D. No.)
Renunciation K- p(~ $ b ~ 0 5 South Hanover Street
~.~) $ ~ ~ ~) Carlisle, Pennsylvania 17013
Total~ $ ~ 5 (3 0 ADDRESS
Filed ........................................ (717) 243-5838
PHONE
OMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
~ - 9
LAST WILL AND TESTAMENT
OF
HOWARD C. BACH
I, HOWARD C. BACH, of the Borough of Carlisle,
(Apartment G-3, 770 South Hanover Street), Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and
for my Last Will and Testament, hereby revoking and making void
any and all Wills and Codicils heretofore made.
FIRST
I direct the payment of my just debts and funeral
expenses as soon after my death as may be convenient.
SECOND
I declare that I am now married to Elizabeth M. Bach
and that we have three (3) children, to wit: Howard Charles
Bach, Jr. of 14 York Road, Newton, New Jersey 07860, Ruth Elizabeth
Bach Battles of 200 Beuland Avenue, Mount Clemens, Michigan 48043,
and Dorothy Marie Bach Steever of 37 North Race Street, Middletown,
Pennsylvania 17057. I have no deceased children nor any other
children living by my wife or otherwise.
THIRD
Ail the rest, residue and remainder of my estate,
real, personal and mixed, and wheresoever the same may be situate,
I give, devise and bequeath to my wife, Elizabeth M. Bach, her
heirs and assigns, to the exclusion of my child or children,
born or unborn, provided my said wife shall survive me by a period
of ninety (90) days. In the event that my said wife should
predecease me or fail to survive me by the aforesaid period of
ninety (90) days, then in such event, all the rest, residue and
remainder of my estate, real, personal and mixed, and wheresoever
the same may be situate, I give, devise and bequeath, in equal
shares, per stirpes and not per capita, unto such of my children
as shall survive me by ninety (90) days.
FOURTH
I hereby nominate, constitute and appoint my said
wife, Elizabeth M. Bach, as Executrix of this Last Will and
my
Testament. In the event of the renunciation, death, resignation
or inability to act for any reason whatsoever of my said wife,
I nominate, constitute and appoint my son, Howard Charles Bach,
Jr., as Executor of this my Last Will and Testament. I further
direct that no bond or other security shall be required of any
Executor or Executrix appointed in this Will for the performance
of his or her duties in any jurisdiction in which he or she may
be called upon to act.
FIFTH
In addition to, and not in limitation of, the powers
conferred by law or by other provisions of this Will, my Executrix
shall have the following powers, each of which may be exercised
Page 1 of 2 pages
from time to time by my Executrix in her sole discretion:
(a) To retain in the form received, and to sell either
at public or private sale, or to distribute in kind,
any real or personal property.
(b) To manage both real and personal property.
(c) To invest and reinvest in all forms of property,
notwithstanding the fact that any or all of the
investments made are of a character or size which,
but for this expressed authority would not be considered
proper for an Executrix.
(d) To exercise any option or rights arising from
the ownership of investments.
(e) To compromise claims without court approval and
without the consent of any beneficiary.
(f) To join with my wife, or her personal
representative, in the filing of any federal income
tax return for any year for which I have not filed
such return prior to my death and to consent to the
treatment of any gifts made by her as being made
one-half by me for gift tax purposes, notwithstanding
the fact that such action may result in additional
liabilities to my estate. Any income or gift taxes
due on such returns and any deficiencies, interest,
penalties or refunds thereon, shall be allocated between
my estate and my wife or her estate, or all to any
of them, in such manner as my Executrix and my said
wife or her personal representative may agree.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this my Last Will and Testament, written on two (2) pages,
this llth day of October , 1988.
.~ C. /~ (SEAL)
Howard C. Bac~
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF CUMBERLAND )
We, Howard C. Bach, and Stephen D. Tiley and Arista king,
the Testator and the witnesses, respectively, whose names are
signed to the attached or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the instrument as his Last Will
and Testament and that he had signed willingly (or willingly
directed another to sign for him), and that he executed it as
his free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of
the Testator, signed the Will as witness and that to the best
of their knowledge, the Testator was at that time eighteen (18)
years of age or older, of sound mind and under no constraint
or undue influence.
~oward C. Bac~
.:t..
Page 2 of 2 pages
Subscribed, sworn to and acknowledged before me by
the Testator and witnesses, this llth day of October , 1988.
Notary Public
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Howard Charles Bach
Date of Death: October 5, 2001
Will No. Admin. No. 21-04-00783
To the Register:
I certify that notice of (beneficial Interest) estate administration required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following
beneficiaries of the above-captioned estate on: October 19, 2004
Name Address
Howard Charles Bach, Jr. 14 York Road, Newton, NJ 07860
Ruth Elizabeth Battles 4115 NW 35th Street, Gainesville, FL 32605
Dorothy Marie Steever 24 Highway 202, Ringoes, NJ 08551
Notice has now been given to all persons entitled thereto under Rule 5.6)a) except
NO EXCEPTIONS
Date: 10/19/04 / ~,
S~gnat~re
Name: Stephen D. Tiley
Address: 5 South Hanover Street
Carlisle, Pennsylvania 17013
Capacity: Personal Representative
X Counsel for Personal Representative
STATUS REPORT UNDER RULE 6.1?
Name of Decedent: Howard Charles Bach
Date of Death: October 5, 2001
Will No. Admin. No. 21-04-0783
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-cal~tioned estate:
1. State whether administration of the estate is complete: Yes ( ) No ( X )
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:_.. 2005
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final account with the Court?
Yes ( ) No ().
(b) The separate 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 the Orphans' Court
and may be attached to this
Date:~Novem~ 8, 2004 ~~ 7~
olgnamre
:~ Stephen D. Tiley
' ~! Name (Please type or print)
~ ~-~ 5 South Hanover Street
..... _Carlisle, Pa 17013
Address
~717) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X ) Counsel for personal representative
JRD/June 30, 1992/17858
In Re: Estate of Howard Charles Bach ' ORPHANS' COURT DIVISION
Late of Carlisle Borough ' COURT OF COMMON PLEAS OF
· CUMBERLAND COUNTY
Estate No.: 21-04~0783 ' PENNSYLVANIA
NO. 21-04-0783
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Howard Charles Bach Jr.
Counsel for Personal Representative: Stephen D Tiley
Date of Decedent's Death: 10/05/2001
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Co,room No. 3. If the Status Repo~ is filed prior to
the hearing date, the hearing will automatically be cancelled
217
REV-1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Bach, Howard Charles
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-OD-YEAR)
10/5/2001 9/15/1907
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
21-04-00783
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01. Original Retum
D 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. U~iga\jon Proceeds Received
tHlS'$ .'Al!.!N;I\l.llir,.~_~'
NAME
Supplemental Return
Future Interest Compromise (date of death after 12-12-62)
Decedent Maint01ned a living Trust (Attach copy of Trusl)
SPOUiSlll POvertyC.ed~(date cfdeilth between 12_31_91 and 1_1_95)
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COUNTY CODE
NUMBER
YEAR
SOCIAL SECURITY NUMBER
149-30-5974
THIS RETURN. MUST Be FILe\) \K !)\JI'LIC,/\,TE WllHTHE
REGISTER OF WILLS
SOCIAl SECURITY NUMBER
03
05
RemainderRetum(da!eofdealh priClrl(l 12-1:J.-82j
Federal Estate Tax Return RequIred
8. Total Number of Safe Deposi! Boxes
8eetlan to tax under Sec. 9113(A} \Attach Scn 0)
Ste hen D. Tile
FIRM NAME (If Applicable)
COMPLETE MAILlNG ADDRESS
5 South Hanover Street
Carlisle, PA 17013
Fre & Tile
TELEPHONE NUMBER
717-243-5838
1. Real Estate (Schedule A)
(1) NONE
2. Stocks and Bonds (Schedule B)
(2)
(3) NONE
(4) NONE
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Noles Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
(5)
(6) NONE
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0, Joinlly Owned Property (Schedule F)
Dseparate Billing Requested
7. Inter-Vivos Transfer & MIscellaneous Non-Probate Property
(Schedule G or L)
(7) NONE
8 TOTAL GROSS ASSETS (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
10. Debts of Decedent, Mortgage Liabilities, 8< Uens (Schedule I) :10)
12. NET VALUE OF ESTATE (Line 8 minus Une 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J)
14. Net Value Subject to Tal{ (Une 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. AmoUrlt of Line 14 taxable at the spousal tax
rate ,or transfers under Sec.9116 (a)(1.2)
x .0 (15)
16. Amount of Une 14 taxable at lineal rate
27.439 X .O~ (16)
17. Amount of Une 14 taxable at sibling rate
X .12 (17)
18, Amount of line 14 taxable at collateral rate
X .15 116)
19, Tax Due
33,749
4,149
119)
200
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37,898
27.439
27,439
1,235
1,235
217
Bach, Howard Charles
149-30-5974
Decedent's Complete Address:
STREET ADDRESS
770 South Hanover Street
CITY I:TATE I~IP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2 CreditsJPayments
A Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits (A + B + C ) (2)
1,235
Total [nterestJPenalty { 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)
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)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Pay'!ble to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
3. Interest/Penalty if applicable
D. Interest
E. Penalty
230
230
1,465
,.
Did decedent make a transfer and:
a. retain the use or income of the property transferred;
Ves
D
D
D
D
D
D
D
No
o
o
o
o
o
o
o
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or
2.
d. receive the promise for life of either payments, benefits or care?
If death occurred after December 12, 1982,did decedent transfer property within one year of death
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?
4.
Did decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a beneficiary designation?
1,465
Jr. 14 York Road New10n NJ 07860
THER THAN REPRESENTATIVE
I '
For dates of death on or after July 1,2000:
The lax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at dealh to or for the use of a natural parent, an adoptive parenl,
or a stepparent of the child is 0%[72 P.S. Section 9116(a)(1.2)).
APO IOO\)
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries Is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 9116(a)(1)\.
T l\us\-
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ADDRE
Stephen D. Tilev. 5 South Hanover Street, Carlisle, PA 17013
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 \0 or for the use of tl1e surviving spouse is 3%
[72 P.S. Section 91 16 (a)(1.1)(i)].
For dates of death on or after Januaf')l1, 1995, \hetax rate imposed on tl1e net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Section 9116 (a){1.1)(ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse. is the only beneficiary.
The lax rale imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. Section 9116(a)(1.3)) .A sibling is defined, under Section 9102, as an
individual who has at ieast one parent in common with the decedent, whether by blood or adoption.
D-.I:.: 10.1:$:)
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217
REV-1503 EJ<+ {6-98}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEOENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Bach, Howard Charles
FILE NUMBER
21-04-00783
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Brokerage Account - Prudential Securities, now Wachovia Securities.
928.797 shares Franklin Tax Free Trust - PA Tax Free Income Fund
Cash Balance in Account ($0.66)
See Statement Attached.
VALUE AT DATE
OF DEATH
9,613
1
2.
603.0000 Shares Nationwide Financial Services Inc at $40.025
(Average date of death share price - see historical price statement attached.)
Please note: These shares were received October 1, 2002, one year after date of death, as a
result of the demutualization of Provident Mutual Life Insurance Company by Nationwide
Financial Services, Inc. They are the result of an insurance poiicy owned by the decedant at
the time of his death.
24,135
TOTAL (Also enter on line 2 Recaoitulation'l$
(If more space is needed, insert additional sheets of the same size)
33 749
'i'::;(:ij:..::b
J6430 '\Ior!ll Scottsclale Road, Hoor 4B
PI,,)t Offir:e Box 12697 (85267-2697)
SC;w;cldle, i~Z 3525.I-LSiJ::
Tel 800 603-1584
Fc'rx LlSO ~(78-5911
.
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WACHOVIA SECURITIES
April 25, 2005
Stephen D. Tilley
Frey & Tilley Attorneys-At-Law
5 South Hanover Street
Carlisle, Pennsylvania 17013-3385
RE: Estate of Howard Bach
Dear Me. Tilley:
The following information represents the fair market value of Rev Howard Bach's account on
October 5, 2001. Included in this correspondence is the October l-October 31, 2001 statement
for your reference.
Security
Pennsylvania Tax
Free Income Fund
Cash
Total
Number of Shares
928.797
Market Price 10/5/2001
$10.35
Extended Value
$9613.05
.66
1.00
.66
$9613.71
Please note on 10/16/2001, the Power of Attorney, Ms. Dorothy Steever sold $5,000 worth of
the fund and had a wire sent from the account on 10/24/2005 for $4,975.00. Please refer to the
enclosed statement for reference. Should you have any other questions, do not hesitate to
contact our office at 1-800603-1584.
Sincerely,
Michael Holland
Operations Department
Wachovia Securities National Client Center
The information contained herein has been obtained from sources believed reliable but is not necessarily
complete and cannot be guaranteed. Any opinions expressed are subject to change without notice. Neither the
information presented nor any opinion expressed constitutes representation by us or a solicitation of the
purchase or sale of any security.
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217
REV-15GB EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bach, Howard Charles
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FilE NUMBER
21-04-00783
Include the proceeds of litigation and the date the proceeds were received by the estate.
All DroDertv iointlv-owned with riaht of survivorshiD must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
Personal checking account at M&T Bank - No, 2674075201
Non-interest bearing account. See attached statement.
VALUE AT DATE
OF DEATH
4,149
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4,149
p. !
m M&rBank
499 Mirchell Road. Millsboro. DE 19966 Mail Code DE~MB~J2
Phone (888) 502-4349
F", (302) 934-2955
October 13, 2004
Fax: 717-243-6441
Frey & Tiley
Attorneys At Law
5 South Hanover Street
Carlisle, Pennsylvania 17013
Re: Estate of' Howard C. Bach
Social Securitv: 149-30-5974
Date of Death: October 05,2001
Dear Sir or Madam:
Per your inquiry dated Odober 05, 2004, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
L
Type of AccounJ
Chacking AccOll11!
Account Number
2674075201
Ownership (Names oj)
Howard C Bach, Elizabeth M Bach-'oint OW""13'
Opening Dale
8/29/88 Closed 8120104
Balance on Date of DeaJh
$4, /49.32
Tolal
S 0.00
--si)49:3r-----------.-.--.- ,-"..---
Accroed Interest
Please be advised, there was no safe deposit box found for tbe above decedent
FOr" further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the
Slonehedge OffICe # 717.240-4524,
Sincerely.
~~
Nancy Clagett
Records Management
217
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
21-04-00783
Bach, Howard Charles
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Funeral Director pre-paid
2. Funeral Flowers 550
3. 51. John's Church for funeral service 800
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year{s) Commission Paid:
2. Attorney Fees 2,500
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City Stale Zip
Relationship of Claimant to Decedent
4. Probate Fees 85
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9 Recaoitulation $ 3935
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03) 217
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bach, Howard Charles
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-04-0783
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unrelmbursed medical expenses,
ITEM
NUMBER
1.
2.
3.
4.
5,
6.
7.
8.
9.
DESCRIPTION
VALUE AT DATE
OF DEATH
Sprint
Chapel Point at Carlisle - nursing home
Carlisle Pathology
Jeffries & Keates
Aealhetic and Reconstructive Surgery
Carlisle Regional Medical Center
Provident Mutual Life Ins. Company - return of excess benefits paid under ins. contract
Chapel Pointe at Carlisle - nursing home
Chapel Pointe at Carlisle - nursing home
39
4,000
9
119
130
12
485
1,720
10
TOTAL (Also enter on line 10 Recaoitulation\ $
(If more space is needed, insert additional sheets of the same size)
6524
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trust&e($) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include ou1righ1 spousal dislributions, and transfers under
Sec. 9116 (8) (1.2))
1 Howard Charles Bach, Jr. Son One Third
14 York Road
Newton, NJ 07860
2 Ruth Elizabeth Battles Daughter One Third
185 Ridgewood Road
Pinehurst, NC 28374
3. Dorothy Marie Steever Daughter One Third
24 Highway 202
Ringoes, NJ 08551
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $
217
REV-1513 EX+ (9..QO)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bach Howard Charles
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-04-00783
(If more space is needed, insert additional sheets oftMe same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
TILEY STEPHEN 0
5 S HANOVER STREET
CARLISLE, PA 17013
n__uU fold
EST A TE INFORMATION: SSN: 149-30-5974
FILE NUMBER: 2104-0783
DECEDENT NAME: BACH HOWARD CHARLES
DATE OF PAYMENT: 05/17/2005
POSTMARK DATE: 05/17/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/05/2001
NO. CD 005330
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,465.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,465.00
REMARKS:
CHECK# 001
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
E state of:
Estate No:
363
5/17/2005
HOWARD CHARLES BACH
21-2004-0783
STEPHEND. TILEY, ESQ.
5 SOUTH HANOVER ST
JA
CARLISLE, PA 17013
10.00
Total
$10.00
Qty
1
Fee Description
Additional Probate
Fee
Total:
$10.00
(becks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
'~:;;
(.-0
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
363
5/17/2005
HOWARD CHARLES BArn
21-2004-0783
STEPHEN D, TILEY, ESQ,
5 SOUIB HANOVER ST
JA
CARLISLE, PA 17013
Qty
1
Fee Description
Additional Probate
Fee
10.00
Total
$10.00
Total:
Pel -/.:It 5Qol
$10.00
"',I
Oiecks should be made payable to the Register of Wills. Terms: Net 30.
i'"
Please return one copy of this invoice with your payment. Thank you.
'-~
r-;r"r'.r\r,i',rn (\rri0:~ r.C"
BUREAU OF INDIVloU~)1>AXl!iL ,:',1\/ ',,')
INtERITANCE TAX DIVISIDRC"',!:-'-:::-'I --" .-
PO BOX 280601 . -
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
DIr HDUCTIDNS AND ASSESSHENT OF TAX
08-15-2005
BACH
10-05-2001
21 04-0783
CUMBERLAND
101
APPEAL DATE: 10-14-2005
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOllER PORTION FOR YOUR RECORDS _
REV:is47-EX-AFP-io3:0Sl-NOTicE-OF-iNHERiTANCi-TAX-APPRAisEMENT:-ALLOWANCi-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HOWARD C FILE NO. 21 04-0783 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
2005 :',UG 12 P\' I: 05
rc:~>.' "-:: ("
"-'1 "
STEPHEN-'D TILEY
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
BACH
DATE 08-15-2005
TAX RETURN WAS: (X J ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks .u:I Bonds (Schedule B)
3. Closely Held stock/Pa~tn.rship Interest (Schedule C)
~. Hortgages/Notes Rec.ivabl. (Schedule DJ
5. Cash/Bank D8p0sits/Hisc. Personal Property (Schedule El
6. ~olntly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
III
12J
13J
(4J
(5J
(6]
(7]
J CHANGED
.00
33.749.00
.00
.00
4.149.00
.00
.00
(8J
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExPenses/A.. Costs.IHisc~ ExPenses [Schedule HJ
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Toial Deductions
12. Net Value of Tax R.iurn
13. Charitabl./Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14~ Net Value of Estate Subject to Tax
NOTE:
T
+
NUI18ER
CD005330
INTEREST/PEN PAID (-J
170.91-
DATE
05-17-2005
19J
110J
3,935.00
6.524.00
IllJ
1121
113J
114J
.00 X
27,439.00 X
.00 X
.00 X
AMOUNT PAID
1,465.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
I~ an assessment was issued previouslY, lines 14, IS and/or 16, 17, 18 and 19 will
reflect ~igures that include the total gf Abb returns assessed to date.
ASSESSMENT OF TAX:
IS. Aaount of Line 14 at Spousal rate (1SJ
16. A.ount of Line 14 taxable .t lineal/Class A rate (16)
17. Amount of line 14 at Sibling rat. (17)
18. Amount of line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
S'
00 =
045 =
12 =
15 =
119J=
*'
REV-1547 EX AFP (06-05)
HOWARD
C
NOTE: To insure proper
credit to your account,
...i t the l4J'per portion
of this for. with your
tax p8)W8nt.
37,898.00
10.41;9 no
27,439.00
.00
27,439.00
.00
1,235.00
.00
.00
1,235.00
I,294.09
59.09CR
.00
59.09CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REllUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YlIlI HAY 8E lIlIE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.J~~"
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/15/2005
TILEY STEPHEN D
5 S HANOVER STREET
CARLISLE, PA 17013
RE: Estate of BACH HOWARD CHARLES
File Number: 2004-00783
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESr NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992r the personal representative or his counsel, within two
(2) years of the decedent's deathr shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/05/2005
Your prompt attention to this matter will be appreciated.
Thank You.
SincerelYr
.~l~M.I~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
\,-C:r-
t f .
c'
r;- '
Register of Wi Us of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: /;''/f:~d~ 0h~~~~ g,~C/Z:
Date of Death: tfJ?~...6c-z..- .s-: oc?,1./eJ/
./
Estate No.: ,.-2/ - CJ r - C/ CJ '7 c.~ S
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 0 No a---
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: ~~ J.&J ..2~dJS-
:/ -'
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 parties in
interest? Yes 0 No 0
Date:
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.
j~,boo-r-
CI
(
(,")
C"')
~dJ - /~-7j
Signatur
-5 JL'r ~e# Z;;,) - '-If:.v
Name .5Y /'
5- Ji>"u;h. //4-4,,~ 7
/~J~t?// ,/?./fZ. //f?//:J
Address
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?./ 7 - o.?.y f - s-.<y ..i-'>p
Co" Telephone No.
Capacity: 0 Personal Representative
g-c-()unsel for personal representative
\-~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
TILEY STEPHEN DOUGLAS
FREY & TILEY
5 S HANOVER STREET
CARLISLE, PA 17013-3385
RE: Estate of BACH HOWARD CHARLES
File Number: 2004-00783
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: 10/05/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
G~r~~~
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: 9/14/2006
BACH HOWARD CHARLES JR
14 YORK ROAD
NEWTON, NJ 07860
RE: Estate of BACH HOWARD CHARLES
File Number: 2004-00783
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: 10/05/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Si~'~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: #PU~.-/ ~~;1'~-J' /Y/fr/-?{~
Date of Death: L/c~..d~"1.-
,r-)
C_:"'\
-~ c:2LJ./l /
/
Estate No.: 02/ ~ tfJr - c ~4 -7.~3
!
(=~1
, ......." "
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report thef(}lIowing-c~:
with respect to completion of the administration ofthe above-captioned estate: :--1 -;.
1. State whether administration of the estate is complete:
Yes 0 No H'
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: .LJe?/'C'~ ..:r--Y; ~ 0
r
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 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 report.
~~-7z--')
Signature
Date: 7~~
,-S~~# Z7 ;;;-~y
Name.? - L/ ~/.
~ Je', r/#-I~ ./r--
?~-/~~/ // /'7.&/Y
"
Address
7/7
-C~ J- .:rr ..:/"7
Telephone No.
Capacity:
o Personal Representative
~se] for personal representative
-. )
. Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery ;s desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mailpiece,
or on the front if space permits.
1. Article Addressed to:
D. Is delivery address different from item 1?
If YES, enter delivery address below:
TILEY STEPHEN
FREY & TILEY
5 S HANOVER STREET
CARLISLE PA l7(16i.j-:13~J 9--
wj
1'...... T ,.. (h'{~I("-:"\ .', j
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'il II'
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..3. Service Type
'.n.~edMail
,",.:'1-'':~!~11
o Reg1stered
o Insured Mail
o Express Mail
o Return Receipt for Merchandise
o C.O.D.
Domestic Return Receipt
2. Article Number
(rransfer from service label)
PS Form 3811, February 2004
4. Restricted Delivery? (Extra Fee)
-7-0 0 S--Jtr'~'9'l:PctJ 0 0 3 2 6 3 9 0 3 91
III i' 11111 11111 III! Ill!! II! IP! '1Il!! Will I! Iii 1111 i Ii II 11111
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· Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
· Print your name and address on the reverse
so that we can return the card to you.
· Attach this card to the back of the mai/piece,
or on the front if space permits.
1. Article Addressed to:
''-'_,~ ~I Idjt\
I ! I,' .. 'J'J r. \-iHUd).{'
('nt:>fL-'P5"ii!)vtK.1 ..)
D """T~ 'H()WARr,) ,-_.:h.,,', .,"'-,,' \ ',:JJ 1J
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N~:!iJT()N N L fJ ~ I Hd B- AT; 9
D, Is delivery address different from item 1 ,
If YE;S.~ter delivery address below:
<n
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,->1;> ........
D Express Mail
D Return Receipt for Merchandise
DC.a.D.
2. Article Number
(TranSfer from service labelj
PS Form 3811. February 2004
! 4. Restricted Delivery? (Extra Fee)
DYes
Domestic Return Receipt
7005 0390 0003 2639 0469
· Sender: Please print your name, address,
UNITED STATES ~.,QP41-S~.B.YIR~ f-'j'.e IU 'J ,.iJJ
i'-" v'l) l~. t:.J-,J.'L.. "',' t "']
'-'\.,.; oc, < ,-v.,. "';'-''''':'.:,."" fl"p..,'r" ..,.,
~'''-J- ~,~ ,-_, 'hi '<_'"N;,,~(,P '" '''I \,", I
D9-D]~3
iniriab ~
Glenda Farner Strasbaugh
Register of Wills and Clerk of Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, P A 17013
C.<;J\J'l
i, ,,1'\:, ..,,','j' ..,.., "l,,!!,..!!il""I'i,...'! ,:\" ',il.'j,'j..il'ji ..ii' ,il..1
I::: 1:::. n.:::.:..:t t n: n::.: :.;::::: tH
r
In Re: Estate of
BACH HOWARD CHARL
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-00783
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: BACH HOWARD CHARLES JR
Counsel for Personal Representative: TILEY STEPHEN DOUGLAS
Date of Decedent's Death: 10/5/2001
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Distribution:
Personal Repres~ntative
Counsel for Personal Representative
Estate File
Clerk 0:
0-
..D
::t"
o
0-
m
..D
ru
OFF Ie., A L USE
oQ-D783
/6cA f\of,ce
Po8Imark
Here
If (2..104>
Postage $
Date:
11/1/2006
m
o
o
o
Certified Fee
Retum R~ Fee
(EndoI'll8l11ent ReqUired)
:i2 Restrlclec:f Delivery Fee
m (Endorsement ReqUired)
o
Total Postage & Fees $
U"J
o
o
I"-
~
In Re: Estate of
BACH HOWARD CHARL
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-00783
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: BACH HOWARD CHARLES JR
Counsel for Personal Representative: Tll..EY STEPHEN DOUGLAS
Date of Decedent's Death: 10/5/2001
The Otphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Otphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
. Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
Clerk of1
,..::f
[J"'"
/T1
CJ
[J"'"
IT1
.Jl
ru
o F' Fie '1 A L USE
Olf - b"163
(s,. \a \Cd.
Pos1rnarkoo\-\ce
Hent
, ,\~\t>ln
P08Iage $
. Date:
11/1/2006
IT1
CJ CerlIIIed Fee
CJ
CJ (1:......A..S!Um ReceIpt Fee
~ ......_ment RequIred)
~ Restricted ~ Fee
IT1 (Endorsement Required)
CJ
Total Postage & Fees $
LrJ
C
C
I"'-
~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.qECCi{itj~~~e~ TAX
$l~!~~'I1//~~) ACCOUNT
*'
REV-1607 EX AFP (03-05)
STEPHEN D TILEY
FREY 8 TILEY
5 S HANOVER ST
CARLISLE
2006 DEe -8 PH f~~.
""Em TE OF
CLERK OF DATE OF DEATH
ORPHM)';" r'OU'RfILE NUMBER
.' \. \ ,) v' I OUNTY
CU~'i~r:'o[:-"'~! '!i; '\'1... &
'., , .' . i, ~~N
11-27-2006
BACH
10-05-2001
21 04-0783
CUMBERLAND
101
HOWARD
C
Allount Rellitted
PA 17013
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, subllit the upper portion of this forll 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 BACH HOWARD C FILE NO.21 04-0783 ACN 101 DATE 11-27-2006
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 FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-15-2005
PRINCIPAL TAX DUE: 1,235.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-17-2005 CD005330 170.91- 1,465.00
11-13-2006 REFUND .00 59.09-
TOTAL TAX CREDIT 1,235.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE 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 THIS FORM FOR INSTRUCTIONS. )
C/;
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Howard Charles Bach
Date of Death:
October 5.2004
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Will No.
Admin. No. 21-04-0783
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Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules~J report.: the
following with respect to completion of the administration of the above-captj~nl~d estate':
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1. State whether administration of the estate is complete:
Yes ( X ) No ( )
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a final account with the Court?
Yes () No (X )
(b) The separate Orphans' Court no. (if any) for the personal
representative's account is:
(c) Did the personal representative state an account informally to the parties
in interest? Yes ( X) No ( )
(d) Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to
this report.
Date: November 28. 2006
~#'~~. /~2
Signature
Stephen D. Tiley
5 South Hanover Street
Carlisle. Pa 17013
(717) 243-5838
Capacity: ( ) Personal Representative
( X) Counsel for Personal Representative
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Family Agreement-Waiving Filing of Account
This Agreement is by and between Howard Charles Bach, Jr., of 14 York -',
Road, Newton, New Jersey 07860, in his capacity as Executor under the LastW-ill and ~"'.
Testament dated October 11, 1988, of Howard Charles Bach, Deceased, refereed to hercr!1
. ... c: :
as "Executor," . ->--
/
and
Howard Charles Bach, Jr., of 14 York Road, Newton, New Jersey 07860; Ruth
Elizabeth Battles, of 321 West Horah Street, Salisbury, North Carolina 28144; and
Dorothy Marie Steever of 243 South Hanover Street Carlisle, Pennsylvania 17013; the
residuary legatees of the estate of Howard Charles Bach, pursuant to paragraph two (2) of
the said Last Will and Testament, referred to herein as "Legatees" or "Beneficiaries."
BACKGROUND
1. Howard Charles Bach ("Decedent") died on October 5, 2001, a resident of
770 South Hanover Street, Carlisle, Pennsylvania 17013, leaving a Will dated October
11,1988.
2. Decedent's Will was admitted to probate by the Register of Wills of
Cumberland County on August 23, 2004, and Letters Testamentary were issued to
Howard Charles Bach, Jr., Executor.
3. In his Will, Howard Charles Bach made no specific bequests. He first left
all his estate to his wife, Elizabeth M. Bach. However, Elizabeth M. (Maria) Bach
predeceased her husband, having died November 19, 1994 a resident of the Borough of
Carlisle, Cumberland County, Pennsylvania. Pursuant to paragraph THIRD (3) of the
Last Will and Testament of Howard Charles Bach, upon his wife having failed to survive
him, the residuary estate of Howard Charles Bach passed in equal shares to his children.
A copy of the Will is attached hereto as Exhibit "A. II Paragraph SECOND (2) of the said
Last Will and Testament names the three children of Howard Charles Bach, who are one
and the same individuals as are named as beneficiaries in this Family Agreement. and are
the only children of Howard Charles Bach.
4. The Executor elected not to advertise Letters Testamentary due to the
small size of the estate, and due to the fact that the Executor had sufficient knowledge as
to the creditors of Howard Charles Bach to be able to identify those creditors, and pay
them. Sufficient time has now elapsed for the Executor to be confident that there are no
other creditors with an outstanding claim against the estate. The Executor prepared and
filed a Pennsylvania Inheritance Tax Return and the same has been reviewed and
accepted by the Commonwealth of Pennsylvania, Department of Revenue.
Falllilv Ar.;reelllent - Waiving Filing of Accollnt- Estate of Howard Charles Bach
Page J of 5
5. The Executor has paid all of the taxes, debts and expenses of the estate
known to him, and he has no knowledge of any unpaid claims, absolute or contingent,
which may be asserted against the estate, nor does he have any reason to believe that
there are any such claims.
6. The Executor has liquidated the assets of the Decedent.
/
7. An account of tl1e principal and income received by the Executor, and his
disbursements, is attached hereto as Exhibit "B." A Proposed Schedule of Distribution is
attached with that Account as page five. The net value of the estate available for
distribution to all of the beneficiaries of the estate is $25,123.71.
8. The Executor desires to make distribution to the legatees as set forth on
the Proposed Schedule of Distribution which is attached hereto as page five of Exhibit
"B."
9. All parties hereto desire that this Family Agreement make unnecessary the
filing of an accounting in the Orphans' Court Division of the Court of Common Pleas of
Cumberland County.
NOW THEREFORE, intending to be legally bound, the parties do hereby:
a. Waive the filing of an account of the administration of the estate in any
court, at the discretion of the Executor.
b. Declare that the undersigned has examined the Account and Proposed
Schedule of Distribution which are attached hereto as Exhibit "B" and find them to be
true and correct in all particulars; accept and approve them with the same force and effect
as if they had been prepared and filed with, and audited, adjudicated and confirmed
absolutely by, a court of competent jurisdiction; and as if the balance of principal and
income had been awarded by the Court in accordance with the Proposed Schedule of
Distribution.
c. Warrant that the beneficiaries named in the Proposed Schedule of
Distribution are the sole remaining parties in interest in the estate and are entitled to
receive the entire distribution thereof in accordance with the Account and Proposed
Schedule of Distribution which are attached hereto as Exhibit "B."
d. Warrant that the undersigned know of no outstanding and unsatisfied
claims against the estate.
e. Approve the distribution of the balance of principal and income shown in
the Account and Proposed Schedule of Distribution which are attached hereto as Exhibit
"B" to the persons set forth therein.
f. Absolutely and irrevocably release and discharge the Executor, and his
heirs, personal representatives, successors and assigns of and from any and all actions,
Family Agreement - Waiving Filing of Account - Estate of Howard Charles Bach
Page 2 oj5
liabilities, claims and demands relating in any way to his administration of the estate and
distribution in accordance with the Account and Proposed Schedule of Distribution which
are attached hereto as Exhibit "B" and without a court accounting and adjudication.
g. Agree to refund to the Executor any amount of the undersigned's
distribution which exceeds the amount to which the undersigned is entitled, as the
Executor shall determine.
h. Agree to indemnify and hold harmless, the Executor, and his heirs,
personal representatives, successors and assigns, from and against any claims, liabilities,
loss or expense (including costs and counsel fees) arising from any cause whatsoever,
which the Executor may incur as a result of the administration of the estate and its
distribution in accordance with this agreement including, but not limited to, any liability
for any federal estate taxes, Pennsylvania Inheritance tax or any other death taxes, and
any federal or Pennsylvania income taxes, and Pennsylvania personal property taxes,
together with any interest and costs incidental thereto, relating in any way to the estate
and also including, but not limited to, any assets received or payments or distributions
made by reason of any negligence or mistake of law or fact.
i. Agree that this Agreement shall be binding and effective as against each
legatee upon execution (signing) by that legatee and the Executor.
IN WITNESS WHEREOF, and with intent to be legally bound hereby, the
parties hereto have set their hands and seals this as of the /J$day of November,
2006.
(Seal)
Commonwealth of Pennsylvania
}ss.
County of Cumberland
--~
On this, the / d day of November, 2006, before me, the undersigned officer,
personally appeared HOWARD CHARLES BACH, JR., known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within instrument, and
acknowledged that he executed the same for the purposes therein contained.
/
NOTARiAl SEAl
TRISHA A. L1ESS. Notary PubflC-
Borough of Carlisle. Cumbo County, PA
My Commission Expires May 20. 2010
i' amity Agreement - Walvzng Filing of Account - Estate of Howard Charles Bach
IN WITNESS WHEREOF7 I hereunto set my hand and official seal.
~ 91~A (SEAL)
Page 3 of5
EAL)
(SEAL)
arie Steever, Beneficiary
Commonwealth of Pennsylvania
}ss.
County of Cumberland
On this, the /~- y.:; day of November, 2006, before me, the undersigned officer,
personally appeared HOWARD CHARLES BACH, JR., known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within instrument, and
acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
j<i6~~ rA~
(SEAL)
NOTARIAL SEAL
TRISHA A. UESS, Notary Publ't
Borough of Carlisle. Cumbo County, PA
My Commission Expires May 20, 2010
/
F amity Agreement - Waiving Filing of Account - Estate of Howard Charles Bach
PaRe 4 of5
State of North Carolina
County of -/(0 I/trtl Yl/'
}ss.
-:;-1 '
On this, the :LI- day of November, 2006, before me, the undersigned officer,
/ personally appeared RUTH ELIZABETH BATTLES, known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within instrument, and
acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
\~ (SEAL)
rhAA ~ ~a/
'~ Og~o~9
Commonwealth of Pennsylvania
}ss.
County of Cumberland
On this, the / '5~ay of November, 2006, before me, the undersigned officer,
personally appeared DOROTHY MARIE STEEVER, known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within instrument, and
acknowledged that she executed the same for the purposes therein contained.
NOTARiAl SEAl
TRISHA A. L1ESS. Notary Public-
Borough of Carlisle, Cumbo County, PA
My Commission Expires May 20,2010
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
A ~ (SEAL)
Family Agreement- Waiving Filing of Account- Estate of Howard Charles Bach
Page 5 of5
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1
LAST WILL AND TESTAMENT
OF
HOWARD C,. BACH
I, HOWARD C. BACH, of the Borough of Carlisle,
(Apartment G-3, 770 South Hanover Street), Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and
for my Last will and Testament, hereby revoking and making void
any and all Wills and Codicils heretofore made.
FIRST
I direct the payment of my just debts and funeral
expenses as soon after my death as may be convenient.
SECOND
I declare that I am now married to Elizabeth M. Bach
and that we have three (3) children, to wit: Howard Charles
Bach, Jr. of 14 York Road, Newton, New Jersey 07860, Ruth Elizabeth
Bach Battles of 200 Beuland Avenue, Mount Clemens, Michigan 48043,
and Dorothy Marie Bach Steever of 37 North Race Street, Middletown,
Pennsylvania 17057. I have no deceased children nor any other
children living by my wife or otherwise.
THIRD
All the rest, residue and remainder of my estate,
real, personal and mixed, and wheresoever the same may be situate,
I give, devise and bequeath to my wife, Elizabeth M. Bach, her
heirs and assigns, to the exclusion of my child or children,
born or unborn, provided my said wife shall survive me by a period
of ninety (90) days. In the event that my said wife should
predecease me or fail to survive me by the aforesaid period of
ninety (90) days, then in such event, all the rest, residue and
remainder of my estate, real, personal and mixed, and wheresoever
the same may be situate, I give, devise and bequeath, in equal
shares, per stirpes and not per capita, unto such of my children
as shall survive me by ninety (90) days.
FOURTH
I hereby nominate, constitute and appoint my said
wife, Elizabeth M. Bach, as Executrix of this my Last Will and
Testament. In the event of the renunciation, death, resignation
or inability to act for any reason whatsoever of my said wife,
I nominate, constitute and appoint my son, Howard Charles Bach,
Jr., as Executor of ,this my Last Will and Testament. I further
direct that no bond or other security shall be required of any
Executor or Executrix appointed in this Will for the performance
of his or her duties in any jurisdiction in which he or she may
be called upon to act.
FIFTH
In addition to, ,and not in limitation of, the powers
conferred by law or by other provisions of this Will, my Executrix
shall have the following powers, each of which may be exercised
I ~
Page 1 of 2 pages
EXHIBIT -A-
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frbm time to time by my Executrix in her sole discretion:
(a) To retain in the form received, and to sell either
at public or private !;lale, or to distribute in kind,
any real or personal property.
(b) To manage both real and personal property.
(c) To invest and reinvest in all forms of property,
notwithstanding the fact that any or all of the
investments made are of a character or size which,
but for this expressed authority would not be considered
proper for an Executrix.
(d) To exercise any option or rights arising from
the ownership of investments.
(e) To compromise ciaims without court approval and
without the consent of any beneficiary.
(f) To join with my wife, or her personal
representative, in the filing of any federal income
tax return for any year for which I have not filed
such return prior to my death and to consent to the
treatment of any gifts made by her as being made
one-h~lf by me for gift tax purposes, notwithstanding
the fact that such action may result in additional
liabilities to my estate. Any income or gift taxes
due on such returns and any deficiencies, interest,
penalties or refunds thereon, shall be allocated between
my estate and my wife or her estate, or all to any
of them, in such manner as my Executrix and my said
wife or her personal representative may agree.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this my Last Will and Testament, written on. two (2) pages,
this 11th day of october , 1988.
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Howard C. BacI{
(SEAL)
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
We, Howard C. Bach, and Stephen D. Tiley and Krista king,
the Testator and the witnesses, respectively, whose names are
signed to the attached or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
Testator signed and. executed the instrument as his Last will
and Testament and that he had signed willingly (or willingly
directed another to sign for him), and that he executed it as
his free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of
the Testator, signed the Will as witness' and that to the best
of their knowledge,. the Testator was at that time eighteen (18)
years of age or older, of sound mind and under no constraint
or undue influence.
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H'oward c. Bacl1
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Page 2 of 2 pages
Subscribed, sworn to
the Testator and witnesses, this
/
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and
11th
acknowledged before me by
day of October , 1988.
(2r-4n,~a27:_/?
NOrry Public '/
rJ IroTARIAL SEAL
JOAN L. EWING. NOTARY FlIOLlC
CARLISLE BORO, CUMaE;;l.AI~O COUNTY
MY COMMISSION EXPIRES APRIL 7, 1990
EXIBT -/It
FIRST AND FINAL ACCOUNT OF HOWARD CHARLES BACH, JR., EXECUTOR OF THE
LAST WILL AND TESTAMENT OF HOWARD CHARLES BACH, LATE OF
770 SOUTH HANOVER STREET, CARLISLE,
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
DATE OF DEATH:
LETTERS TESTAMENTARY ADVERTISED:
05-0ct-0 1
N/A
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PRINCIPAL RECEIVED
Accountant charges himself with the following principal amounts received:
Date
2004
23-Aug
Initial Deposit into Estate Checking Account:
a) Remaining funds in personal checking account. Balance at date of
death was $4,149.32. Less expenses paid post-death. Plus
deposits. Records incomplete to track $4,149.32 to balance
on 8/23/04 of $2,679.37. All allocated to principal.
$2,679.37
2,679.37
b) Two Nationwide Financial dividend checks of $78.15 each.
(See Income Entries)
$156.30
c) Dividend from Frankln Tax Free Penna. (See Income Entries)
$16.97
Total Deposited to Est. Checking 8/23/04) $2,852.64
2005
10-Mar
Liquidation of PrudentialIW achovia Securities Account
(All allocated to principal.)
4,707.30
28-Mar
Additional Liquidation receipt PrudentiallWachovia Securities
4.42
ll-Apr
Liquidation of 603 shares Nationwide Financial Services, Inc.
21,353.16
TOT AL PRINCIPAL RECEIVED
28,744.25
Page 1
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INCOME RECEIVED
Accountant charges himself with the following income amounts recei vecl:
Date
2004
23-Aug Two Nation wide Financial dividend checks of $78 .15 each. 156.30
/
23-Aug Dividend from Frankln Tax Free Penna. 16.97
20-Sep Interest on Estate Checking Account 0.22
20-0ct Interest on Estate Checking Account 0.24
19-Nov Interest on Estate Checking Account 0.23
20- Dec Interest on Estate Checking Account 0.24
2005
20-Jan Interest on Estate Checking Account 0.24
10-Mar Nationwide Financial Dividend check 108.54
I8-Mar Nationwide Financial Dividend check 108.54
I8-Feb Interest on Estate Checking Account 0.23
I8-Mar Interest on Estate Checking Account 0.29
20-Apr Interest on Estate Checking Account 1.17
20-May Interest on Es~ate Checking Account 2.28
20-Jun Interest on Estate Checking Account 0.81
20-J ul Interest on Estate Checking Account 0.54
I9-Aug Interest on Estate Checking Acco'unt 0.54
20-Sep Interest on Estate Checking Account 0.57
20-0ct Interest on Estate Checking Account 0.54
18-Nov Interest on Estate Checking Account 0.53
Page 2
EXHtB11' -r
20-Dec Interest on Estate Checking Account 0.57
20-J an Interest on Estate Checking Account 0.56
17-Feb Interest on Estate Checking Account 0.50
20-Mar Interest on Estate Checking Account 0.56
/ 20-Apr Interest on Estate Checking Account 0.56
19-May Interest on Estate Checking Account 0.52
20-lun Interest on Estate Checking Account 0.58
20-1 ul Interest on Estate Checking Account 0.54
18-Aug Interest on Estate Checking Account 0.52
20-Sep Interest on Estate Checking Account 0.59
20-0ct Interest on Estate Checking Account 0.54
7-Nov Final Interest on Estate Checking Account 0.31
TOTAL INCOME RECEIVED 405.37
DISBURSEMENTS
Accoutant claims credit for the following amounts paid:
Date
2005
30- Mar
Returned item from from M&T Bank for returned deposit of
second $4.42 check from PrudentiallWachovia Securities Acct.
10.00
12-May
Register of Wills, Agent (Inheritance Tax and Interest)
1,465.00
12-May
Frey and Tiley (Reimburse for Probate Fees)
85.00
12-May
Register of Wills (Filing Fee for Inheritance Tax Return)
15.00
Page 3
EXH18II' ,.-
19-May Additional Probabate Fee (Fre & Tiley to be reimbursed) 10.00
2006
7-Nov Refund of excess inheritance tax (59.09)
7-Nov Frey & Tiley (Attorney's Fees) 2,500.00
/ TOT AL DISBURSEMENTS 4,025.91
RECAPITULATION
Total Principal Received
Total Income Received
Total Receipts
Less Total Disbursements
Balance for Distribution
28,744.25
405.37
29,149.62
4,025.91
25,123.71
Page 4
EXHIBrr .,..
PROPOSED
SCHEDULE OF DISTRIBUTION
a) Howard Charles Bach, Jr.
14 York Road
Newton, NJ 07860
Partial Distribution Dated May 12, 2005:
Final Distribution Upon Release:
b) Ruth Elizabeth Battles
321 West Horah Street
Salisbury, NC 28144
Partial Distribution Dated May 12, 2005:
Final Distribution Upon Release:
c) Dorothy Marie Steever
243 South Hanover Street
Carlisle, P A 17013
Partial Distribution Dated May 12, 2005:
Final Distribution Upon Release:
$7,000.00
$1.374.57
$8,374.57
$7,000.00
$1.374.57
$8,374.57
$7,000.00
$1.374.57
$8,374.57
Page 5
EXItIBIf -B"
8,374.57
8,374.57
8,374.57
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,
25,123.71
COMMONWEALTH OF PENNSYLVANIA
SS.:
COUNTY OF CUMBERALND
Before me, the undersigned officer, personally appeared Howard Charles Bach, Jr.,
/
Executor of the Last Will and Testament of Howard Charles Bach, Deceased, who, being duly sworn
according to law, desposes and says that the foregoing First and Final Account and Proposed Schedule
are true and correct to the best of his knowledge, information and belief.
Sworn to and subscribed before me
thjS/,j:td.~
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,2006
4
NOTARiAl SEAL
TRISHA A. UESS, Notary Public-
Borough of Carlisle, Cumbo County, PA
M~~Co~mission Expires May 20,2010
Page 6
EXHIBIT -8-