HomeMy WebLinkAbout03-0386 PETITION FOR GRANT OF LETTERS
Estate of Bernice S. Spencer No.~
also known as
, Deceased Social Security No. 209164661
Petitioner(s), who is/are 18 years of age or older, apply)les) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or named in the Last Will of the
~-~ Decedent, dated 3/13/03 and codicil(s) dated
State re evant c rcumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
[]B. Grant of Letters of Administration
(c.ta., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I Name Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 4835 Charles Road7 Mechanicsburcj~ PA 17050
(list street, number and municipality)
Decedent, then 79 years of age, died April 14 ,200..__~_3, at Manor Care Nursing Home
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property ......................................... $ 67000.00
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $ 257000.00
Total
..................................................................................................................... $ 31~000.00
Real Estate situated as follows: Florida
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of Fetters in
the appropriate form to the undersigned:
Signature Typed or printed name and residence I
I
4835 Charles Road7 Mechanicsbur,g~ PA 17050
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed
before me this ~,t:.h day of \) . ~
DECREE OF REGISTER
Estate of Bernice $. Spencer Deceased No. 21-2003-386
also known as
Social Security No: 209164661 Date of Death: 4/14/23
AND NOW, H~¥ §th , 2003 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters I~ Testamentary Q of Administration ((c.t.a., db.n.c.t.; pendente',.~,.~rante abscntia; durante~inoriate)
are hereby granted to Kevind G. Snell
.....
in the above estate and that the instrument(s), if any, dated ~h ]3~h. 2003
described in the Petition be admitted to probate and filed of record as the Last Will of Dec~.t.
FEES
Letters $ 70. O0
ShoA Certificates(s) .... ~ ......... $ 9.00 ~nna N.Otto, 1st
Renunciation .......................... $
Extra Pages( 3 ) ............... $ 9.00
I.T. R ....................................... $ Signature
JCP Fee ................................. $ ~.00 Attorney: Stephen J. Hogg, Esquire
Inventow ................................ $ I.D. No: 36812
Other ...................................... $ Address: 19 S. Hanover Street~ Ste. 101
Carlisle PA 17013
TOTAL ............................. $ 98.00 Telephone: 717-245-2698
DATE FILED: Ha~ 4~h. 2003
Call Atto~ey on 5/6/2003
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 ~ C~'~_..,' ,/""f"~'~ '
o' ~.,~,~.~_,~./,~,_~..~_...~
~ Local Registrar
P 9 0 9 4 9 9 8 ~-~ ~ ' ~. APR 1 7 ::;'003
No. ~ [)ate
, ;4a~e~ 2ta? COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
.. Be. an<ce M. Spenee. r ~ ..... J ~__ I~o,~,,~.~,...,
~'~'~" 1...~"''~ I ~,,o~~~.~ ,~,~.~..~ ]~..~e p. zo~- ~6 -- 4~ I,-Apr~ ~4, ~00~
' ' ' ' ' ~ hl~l~o
,~ ~l~le, PA 17013
Dean Shadduek
M~ian ~ooks
Kevin Sne~ 4835 ~ PA 17050
O
~ ~ April 18, 2003 Or~ H~r~b~
4100 Jon~town
. .. .
21-2003-386
O0:£d ~- XVI, I £0.
WILL OF
BERNICE S.SPENCER
I, Bernice S. Spencer, of Mechanicsburg, Cumberland County,
Pennsylvania, declare this to be my last Will and hereby revoke all
prior Wills and Codicils.
1. I direct that all my just debts, funeral expenses,
gravemarker and administrative expenses shall be paid
from my residuary estate as soon as practicable after my
death.
2. I direct that all inheritance, estate, transfer, succession
and death taxes of any kind whatsoever which may be
payable by reason of my death shall be paid out of my
residuary estate.
3. I direct that my entire estate be distributed as follows:
A. I leave everything to Kevin G. Snell.
B. I acknowledge that I have a daughter, Suzette J.
Lyczak and choose not to leave her anything in my
Will.
4. I appoint Kevin G. Snell as Executor of this my last Will.
5. The Executor of this Will shall have the power to
distribute my estate in kind or in cash, or partly in either.
6. I direct that no Executor acting under this Will shall be
required to enter bond in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this /,~ day
of /~[¢_/c¢"~' ,2003.
Bern
Kw o..~CES o. ice S. ~pencef
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
The preceding instrument consisting of this and one other page
was on the day and date hereof signed, published and declared by
Bernice S. Spencer, as and for her last Will in the presence of us, who
at her request, in her presence and in the presence of each other have
subscribed our names as witnesses hereto.
WITNESS ' ¢ WITNESS'
LAW OFFICES OF
STEPHEN j. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
ACKNOWLEDGMENT
State of Pennsylvania
ss
County of Cumberland
I, Bernice S. Spencer, the testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the
instrument as my last Will; that I signed it willingly and as my free and
voluntary act for the purposes therein expressed.
Bernice S. Spencer
Sworn to or affirmed and acknowledged before mc~)by Bernice
S. Spencer, the testatrix, this /.~' day of
2003. '
c~ ~,~~~.,PA I
..~.~~~~I ~ ~ Public/A~y
AFFIDAVIT
State of Pennsylvania
ss
County of Cumberland
We.~~,~"~¢~¢nd%~ ~ ~~~ . the
witnesses w~ose ~m~s ar~ Sig~d to t~e aEached or foregoing
instrument, being duly qualified according to law. do depose and say
that we were present and saw the testatrix sign and execute the
instrument as her last Will; that the testatrix signed willingly and
executed it as her flee and volunta~ act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of
the testatrix signed the Will as a witness; and that to the best of our
knowledge the testatrix was at that time 18 or more years of age, of
sound mind and under no constraint or undue influence.
Sworn to or affirmed and~bscribed to before me by witnesses.
this /~ dayof . 2X~¢~ /<¢'O _ .2003.
S~P~NJ. H~ Notaw PubliC. ney
SUITE 101 ~J'~~~ ~
CARLISLE, PA 17013
ACKNOWLEDGEMENT
I, Kevin G. Snell, have read the attached Power of Attorney and
am the person identified as the agent for the principal. I hereby
acknowledge that in the absence of a specific provision to the contrary
in the Power of Attorney or in 20 Pa. C.S. when I act as agent:
I shall exercise the powers for the benefit of the principal.
I shall keep the assets of the principal separate from my
assets.
I shall exercise reasonable caution and prudence.
I shall keep a full and accurate record of all actions,
receipts and disbursements on behalf of the principal.
Kev'l~. Snell Da
LAW OFFICES Of
STEPHEN j. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
Estate of Bernice S. Spencer
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: B~rnice S. Spencer
Date of Death: 4/14/03
Will No. Admin. No. 2003-00386
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 9/17/03 ·
Name Address
Kevin G. Snell 4835 Charles Road, Mechanicsburg, PA 737-5367
Suzette J. L¥czak 12725 85th Street, Fellsmere, FL 32948-6812
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Signature
Name: Steohen J. Hoqq, Esquire
Address: 19 S. Hanover Street, Ste. 101
Carlisle PA 17013
Telephone(717) 2452698
Capacity: Personal Representative
X Counsel for Personal
Representative
REV-15OO EX + (6-00)
REV-1500
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN F,LE.UMBER
DEPT. 280601
HARRISBURG, PA 17128-0601
RESIDENT DECEDENT 2 1-0 3 0 0 3 8 6
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL
~_, SOCIAL SECURITY NUMBER
z Spencer Bernice S.
,,, 2 0 9- 1 6-4 6 6 1
~ DATE OF DEATH (MM-DD-Year) I DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
I
(..) 04/14/2003 04/30/1923 REGISTER OF WILLS
I~3 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
"' [] 1. Original Retum E~] 2. Supplemental Return E~ 3. Remainder Return {date ofdeathprior to 12-13-82)
I.-
~"'OO°'°''' ~'"~r,, O, r-mE~ 4. Limited Estate [] 4a. Future Interest Compromise(dateofdeath a~r12.12.821 D 5. Federal Estate Tax Return Required
L.J 6. Decedent Died Testate (A~ach copy of W~,) L~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) ~ 8. Total Number of Safe Deposit Boxes
< r~ 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between 12-31-91 amd 1-1-95) r~ 11. Election to tax under Sec. 9113(A)(Attach Sch O)
~ THIS SECTION MUST BE COMPLI-.;~ ED, ALL CORRESPONDENCE AND CONFIDENTIAL T~ iNFORMATION SI'IOULD BE;DIRECTED TO:
z NAME
"' I COMPLETE MAILING ADDRESS
z Stephen J. Hogg, Esquire J 19 S. Hanover Street
0
,', FIRM NAME (IfApplicable)
M./
o TELEPHONE NUMBER
~ (717) 245-2698 Carlisle PA 17013
1. Real Estate (Schedule A) (1) 24,088.43 OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation. Partnership or Sole-Proprietorship (3) '~.
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash. Bank Deposits & Miscellaneous Personal Propert7 (5) 293.60
(Schedule E)
Z
O 6. Jointly Owned Property (Schedule F)
(6)
3,4
1
7.
76
~ [] Separate Billing Requested '
::3 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) ~-~
~1" (Schedule G or L)
<( 8. Total Gross Assets (total Lines 1-7)
0 (8) 27~799.79
LM 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 9,674.09
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 4~ 971.40
11. Total Deductions (total Lines 9 & 10) (11) 14~645.49
12. Net Value of Estate (Line 8 minus Line 11) (12) 1 3~ 1 54.30
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 13,154.30
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Line 14 taxable at the spousal tax
5.
Amount
of
~__ rate, or transfers under Sec. 9116 (a)(1.2) X ~ (15)
~ '16. Amount of Line14 taxable at lineal rata 13~154.30 X 4.5 (16) 591.94
O. 17. Amount of Line 14 taxable at sibling rate
~ X .12 (17)
O 1' 8. Amount of Line 14 taxable at collateral rate
(..) X .15 (18)
X
19.
Tax
Due
(19) 591.94
20.
MATH
Decedent's Complete Address: ,
STREET ADDRESS
4835 Charles Road
CITY Mechanicsburg I STATE PA I ZIP 17050
Tax Payments and Credits: 591.94
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty Total Interest/Penalty ( D + 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) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 591.94
A. Enter the interest on the tax due. (EA)
B. Enter the total of Line 5 +EA. This is the BALANCE DUE. (EB) 591.94
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSwER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes No
1. Did decedent make a transfer and: [] []
a. retain the use or income of the property transferred; ........................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ........................................ [] []
c. retain a reversionary interest; or ...................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? .............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................................................................... [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I dec are that have examined this return, includ ng accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personalj~e~.presentative is based on all i.i'u~ation of which preparer has any knowledge.
DATE
ADDRESS Road \
Mecha)~csbur,cj PA 17050
SIGNATURE OF PREP E E THAN RE RESENTATIVE DA ~ ·
ADDRESS ' 19 S. Hanover/~tre'~t, Ste. 101
Car se ' /~ ' 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 to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1)(i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Spencer Berr~i~ $. 21 03 00;~
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointl},-owned with ri~lht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Mobile Home located at 780 Magogany Drive, Casselberry Florida 32707 23,850.00
Settlement on October 3, 2003 to Blaine Gillespie
2. October Rent Pro-ration 10/5/03 through 10/31/03 = 27 days x $8.831 -- $238.43 Buyers 238.43
Portion of Rent
TOTAL (Also enter on line 1, Recapitulation) $ 24,088.43
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
~ SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE tax rETUrN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SPencer Bernice $. 21 03 00386
Include the proceeds of litigation and the 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
1. Refund - Kraft Insurance Agency 245.00
2. Bank Deposit November 21,2003 4.38
3. Refund - Cable Company 44.22
TOTAL (Also enter on line 5, Recapitulation) $ 293.60
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (6-98)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Spencer Bernice $. 21
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Kevin G. Snell 4835 Charles Road son
Mechanicsburg, PA 17050
JOINTLY-OWNED PROPERTY:
LEI I ER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'8 INTERES
1. A. 030503 Checking Account# 0832003394050 6,835.52 50. 3,417.76
SunTrust
TOTAL (Also enter on line 6, Recapitulation) $
..... 3~417.76
(If more space is needed, insert additional sheets of the same size)
REV-1J11 EX + (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN
RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Spencer B~rni¢~ $. 21 03 00386
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Cremation Society 1,250.00
2. Cremation Society (Urn) 260.00
3.. David Morris - Minister 300.00
4. Carol Jones - Pianist 100.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) Kevin Snell 1,375.31
Social Secudty Number(s)/EIN Number of Personal Representative(s) 188-38-4761
Street Address 4835 Charles Road
City Mechanicsburc~ State PA Zip 17050
Year(s) Commission Paid:
2. Attorney Fees Stephen J. Hogg, Esquire 19 S. Hanover St., Ste. 101, Carlisle,PA 17013 1,375.31
3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 98.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Advertising:
Cumberland Law Journal 75.00
Orlando Sentinel 85.44
8. Deluxe Checks for Estate Account 16.75
9. Inventory and Tax Return 25.00
10. Accounting (Est.) 125.00
11 .. Executor's expenses 4,588.28
TOTAL (Also enter on line 9, Recapitulation) $ 9,674.09
(if more space is needed, insert additional sheets of the same size)
REV-1512,EX + (6-98)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OFDECEDENT,
INHERITANCE TAX RETURN
RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Spencer Bernice S. 21 03 00386
Include unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Lake Kathryn Estates (Lot Rent) April, 29, 2003 273.75
Mahogany Drive, Florida
2. Lake Kathryn Estates (Lot Rent) May 30, 2003 273.75
Mahogany Drive, Florida
3. Lake Kathryn Estates (Lot Rent) June 30, 2003 273.75
Mahogany Drive, Florida
4. Lake Kathryn Estates (Lot Rent) July 30, 2003 273.75
Mahogany Drive, Florida
5. Lake Kathryn Estates (Lot Rent) August 31,2003 273.75
Mahogany Drive, Florida
6. Lake Kathryn Estates (Lot Rent) September 26. 2003 273.75
Mahogany Drive, Florida (Final Payment)
7. City of Casselberry Utilities April 20, 2003 28.35
8. City of Casselberry Utilities May 26, 2003 30.78
9. City of Casselberry Utilities June 12, 2003 28.35
10. City of Casselberry Utilities July 5, 2003 33.35
11. City of Casselberry Utilities July 25, 2003 33.35
12. City of Casselberry Utilities August 31, 2003 28.21
13. City of Casselberry Utilities September 26, 2003 36.86
14. City of Casselberry Utilities November 10, 2003 (Final Payment) 31.69
15. Progress Energy Florida, Inc. April 20, 2003 17.22
TOTAL (Aisc enter on line 10, Recapitulation) $
4~971.40
(if more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Spencer Bernice S. 21 03 00386
Decedent's Name Page 1 File Number
Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens
ITEM
NUMBER DESCRIPTION AMOUNT
16. Progress Energy Florida, Inc. May 5, 2003 17.22
17. Progress Energy Florida, Inc. May 26, 2003 23.18
18. Progress Energy Florida, Inc. July 27, 2003 10.49
19. Progress Energy Florida, Inc. August 9, 2003 50.44
20. Progress Energy Florida, Inc. September 23, 2003 61.10
21. Progress Energy Florida, Inc. October 30, 2003 (Final Payment) 35.04
22. Lloyd Withwrite - Repairs to Mobile Home, Mahogany Drive, Florida 100.00
23. Sprint May 5, 2003 25.03
24. Leslie Petit - Repairs to Mobile Home, Mahogany Drive, Florida 350.00
25. Ron Veal - Mowing, Mahogany Drive, Florida 42.00
26. Robed Roland - Replace Roof, Mahogany Drive, Florida August 2003 (Final Payment) 1,872.00
27 Open Estate Account, August 14, 2003 Account No. 9834781446 50.00
28 Balance Checkbook 424.24
SUBTOTAL SCHEDULE I 3,060.74
GRAND TOTAL SCHEDULE I $
I 4,971.40
REV-1513 EX + (g-nm
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Silencer Bernice $. 21 03 00:~6
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
[. TAXABLE DISTRIBUTIONS [include outright spousal distdbutions, and transfers under
Sec. 9116 (a)(1.2)]
1. Kevin G. Snell son 100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
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)
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004624
SNELL KEVlN G
4835 CHARLES ROAD
MECHANICSBURG, PA 17050
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold .......... - .......
101 $591.94
ESTATE INFORMATION: SSN: 209-16-4661
FILE NUMBER: 2103-0386
DECEDENT NAME: SPENCER BERNICE S
DATE OF PAYMENT: 11/12/2004
POSTMARK DATE: 1 1/1 2/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 04/14/2003
TOTAL AMOUNT PAID: $591.94
REMARKS' SPENCER
CHECK//1004
INITIALS: CCP
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
INVENTORY
Estate of Bernice S. Spencer No. 21 03 00386
also known as Date of Death 4/14/2003
, Deceased Social Security No. 209-16-4661
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: Stephen J. Hog,i, Esquire Kevin G. Snell
I.D. No.: 36812
Address: 19 S. Hanover Street~ Ste. 101 Dated 11/12/04
Carlisle PA 17013
Telephone: 717-245-2698
Description Value
Refund - Kraft Insurance Agency 245.00
Refund - Cable Company 44.22
Bank Deposit - November 21, 2003 :~:- 4.38
Sun Trust Checking Account#0832003394050 r.o 3,417.76
Jointly owned with Kevin G. Snell
DOD Value $6,835.52
Mobile Home located at 780 Mahogony Drive, Casselberry Florida 32707 ,~ 23,850.00
Settlement October 3, 2003 to Blaine Gillespie
October Rent Pro-ration 238.43
Total
(Attach Additional Sheets if necessary) 27,799.79
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
..c...,.~[ rr
BUREAU OF ~~~ !r~~X~~;-t ,~i-
INHERITANCE TA)I:';lIlifVlSlON' '; "~:
PO BOX 280601 l,'T .:" , .--
HARRISBURG PA 17128-0601
Zon:; J,':i \ L. Pi', 3: \ 4
\.1 <J '"J , ,~. .
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOHANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-17-2005
SPENCER
04-14-2003
21 03-0386
CUMBERLAND
101
CLER'r\ C;:
On"" 1"'\\'(""
1r\"'ll,L,i'I,'::j
sTEkllfN.J HOGG ESQ
STE 101
19 S HANOVER ST
CARLISLE PA 17013
*'
REY-l&41 U lFP U2-B4J
BERNICE
S
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =r!'1,"-EX..AF'Ii-Cilr=6!,)"lIoi'-icE.iiF.l'N'HER.ii'AN.cl!-i''Ax-il.ppRilYsEHENi':..ALtiiQAf(cE-o'R........----- - -..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SPENCER BERNICE S FILE NO. 21 03-0386 ACN 101 DATE 01-17-2005
TAX RETURN WAS: I X I ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule OJ
S. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule f)
7. Transfers {Schedule GJ
8. Total Assets
III
121
131
141
151
(61
(7)
24.088.43
.00
.00
.00
293.60
3.417.76
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
IlOI
9,674.09
4.971. 40
Ill}
1121
1131
1141
NOTE: To insure proper
credit to your account I
submit the upper portion
of this form with your
tax payment.
27,799.79
14.64~ 49
13,154.30
.00
13,154.30
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 ;
13,154.30 X 045;
.00 X 12 ;
.00 X 15 ;
(191;
.00
591.94
.00
.00
591.94
TAX C ITS:
. (+J AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-I
11-12-2004 CD004624 .00 591.94
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-13-2004 TOTAL TAX CREDIT 591. 94
BALANCE OF TAX DUE .00
INTEREST AND PEN. 19.73
TOTAL DUE 19.73
. IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I ~!;~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/03/2005
HOGG STEPHEN J
19 S HANOVER STREET
SUITE 101
CARLISLE, PA 17013
RE: Estate of SPENCER BERNICE S
File Number: 2003-00386
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:
4/14/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
.~~~
".-"
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
cJ
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
SNELL KEVIN G
4835 CHARLES ROAD
MECHANICSBURG, PA 17050
___n_n told
ESTATE INFORMATION: SSN: 209-16-4661
FILE NUMBER: 2103-0386
DECEDENT NAME: SPENCER BERNICE S
DATE OF PAYMENT: 03/07/2005
POSTMARK DATE: 03/07/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 04/14/2003
NO. CD 005028
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $19.88
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 1006
SEAL
INITIALS: CCP
RECEIVED BY:
REGISTER OF WILLS
$19.88
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Bernice S. Soencer
Date of Death: 4/14/2003
Will No.
Admin. No. 21 0300386
Pursuant to Rule 6. 12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1 . State whether administration of the estate IS complete:
Yes No X
when the personal
administration will be
3 . If the answer to No. 1 is Yes, state the following:
a.
account with the Court?
Did the personal representative file a final
Yes No
b . The separate Orphans I Court No. (if any) for
the personal representative I 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 ~~;V
Clerk of the Orphans' Court and may be attached to this re7~~',""
/ /~//
Date: 3/9/2005 t:: 2'/ /'
Signature
Steohen J. Haag. Esauire
Name (Please type or print)
19 S. Hanover Street, Ste. 101
Carlisle PA 17013
Address
,.,.,
( 717 ) 2452698
Tel. No .
Capacity :
Personal Representative
x
Counsel for personal
representative
~
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
IN RE:
ESTATE OF
MA~I HA E.
r1tJI([Y
r> r;:. (/..(V ( C ~
5'fftA/CF((
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY. PENNSYLVANIA
ORPHAN'S COURT DIVIDION
NO. 21 02-04613
..:J_-' - 0.3 - ?, '81.0
PROPOSED DISTRIBUTION OF $12.575.83
Paragraph 3A of Will:
Kevin G. Snell
100% share
$12,575.83
,....)
r",:,
::,-"",
U"I
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
BERNICE S.
SPENCER
ORPAHN'S COURT DIVISION
NO. 21 03-0386
FIRST AND FINAL ACCOUNTING
Of the Estate of Bernice S. Spencer, Deceased, Late of
Cumberland County, Pennsylvania.
Filed on behalf of Kevin G. Snell, Executor
Date of Death:
Letters Testamentary Granted:
April 14, 2003
May 6,2003
Letters Advertised:
Orlando Sentinel: 09/11/03, 09/18/03
Cumberland Law Journal: 09/19/03,09/26/03,10/03/03
Accounting filed: March 2005
ACCOUNT FINAL AS OF:
April 2005
)
," ~}
r,)
.1.
/ ",
.
,
(.n
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
BERNICE S.
SPENCER
ORPHAN'S COURT DIVIDION
NO. 21 03-0386
Purpose of the Account: Kevin G. Snell, Executor of this Estate
files this Accounting to acquaint interested parties with the transactions
that have occurred during his execution.
The Account also indicates the proposed distribution of the
estate.
It is important for the Account to be carefully examined.
Requests for additional information or questions or objections can be
discussed with the undersigned Attorney for the Estate.
Stephen J. Hogg, Esquire
19 S. Hanover Street, Suite 101
Carlisle, PA 17013
(717) 245-2698
Attorney for Estate
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 10 1
CARLISLE, PA 17013
RECEIPTS OF PRINCIPAL
REAL ESTATE
Mobile Home located at 780 Mahogany Drive,
Casselberry Florida 32707
Settlement on October 3, 2003 to Blaine Gillespie
$23,850,00
October Rent Pro-ration 10/05/03 through 10/31/03
27 days x $8.831 = $238.43 Buyers Portion of Rent $ 238.43
CASH
Bank Deposit November 21,2003 $ 4.38
Subtotal $24,092.81
REFUNDS
Kraft Insurance Agency $ 245,00
Cable Company $ 44,22
Subtotal $ 289.22
JOINTLY OWNED PROPERTY
SunTrust
Checking Acct#0832003394050
50% of total value of $6,835.52
Jointly owned with Kevin G. Snell, son
$ 3,417.76
Subtotal
$ 3,417.76
TOTAL GROSS ASSETS
$ 27,799.79
DISBURSEMENTS OF PRINCIPAL
EXPENSES AND DISBURSEMENTS
Lake Kathryn Estates (Lot Rent)
Mahogany Drive, Florida
April 29, 2003 $ 273.75
May 30, 2003 $ 273.75
June 30, 2003 $ 273.75
July 30, 2003 $ 273.75
August 31,2003 $ 273.75
September 26, 2003 Final Payment $ 273.75
City of Casselberry Utilities
April 20, 2003 $ 28.35
May 26, 2003 $ 30.78
June 12, 2003 $ 28.35
July 25, 2003 $ 33.35
August 1 , 2003 $ 28.21
September 26, 2003 $ 36.86
November 10, 2003 Final Payment $ 31.69
Progress Energy Florida, Ins.
April 20, 2003 $ 17.22
May 5,2003 $ 17.22
May 26, 2003 $ 23.18
July 27,2003 $ 10.49
August 9, 2003 $ 50.44
September 23, 2003 $ 61.10
October 20, 2003 Final Payment $ 35.04
Sprint May 5, 2003 $ 25.03
Lloyd Withwrite - Repairs to Mobile Home $ 100.00
Leslie Petit - Repairs to Mobile Home $ 350.00
Ron Veal - Mowing $ 42.00
LAW OFFICES OF Robert Roland - Repairs to Mobile Home $1,872.00
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 10 I
CARLISLE, PA 17013
Open Estate Account
Balance Checkbook
Subtotal
ADMINISTRATIVE EXPENSES
Cremation Society
Cremation Society (Urn)
David Morris - Minister
Carol Jones - Pianist
Personal Representative's Commission
Attorney fees
Probate fees
Advertisement: Cumberland Law Journal
Orlando Sentinel
Deluxe Checks for Estate Account
Accounting (Est.)
Inventory and Tax Return
Inheritance Tax
Inheritance Tax
Executor's expenses
Subtotal
NET TOTAL EXPENSES AND DISBURSEMENTS
TOTAL EXPENSES AND DISBURSEMENTS
TOTAL GROSS ASSETS
LESS EXPENSES AND DISBURSEMENTS
NET ESTATE AMOUNT FOR DISBURSEMENT
2
$ 50.00
$ 424.24
$4,938.05
$1,250.00
$ 260.00
$ 300.00
$ 100.00
$1,375.31
$1,375.31
$ 98.00
$ 75.00
$ 85.44
$ 16.75
$ 125.00
$ 25.00
$ 591.94
$ 19.88
$4,588.28
$10,285.91
$15,223.96
$15,223.96
$27,799.79
$15,223.96
$12,575.83
LAWOFFlCESOF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE WI
CARLISLE, PA 17013
VERIFICATION
I Kevin G. Snell, do hereby verify that I am the Petitioner herein, and
that the facts set forth in the aforegoing First and Final Accounting are
true to the best of my knowledge, information and belief, upon
information supplied. I understand that false statements herein are
subject to the penalties of 18 Pa. C,SA 94904, relating to unsworn
falsifications to authorities,
Date: ~~4ec.R 2.\200"5
Sworn to or affirmed and subscribed to before me by witnesses,
this ~ \ s-r day of .N\~ ~ ' 2005.
N~
-
My Commission Expires:
CflWA0111'Nl'A1TI-i Qf Pe'!N~YL"ANIA
NC-:-:'.:CI;'l SEAl.
K:J~~,j[:-M L. f,~:'( \"\R., NO~:H;' fl'i.'tfic
Camp Hill e,el'), C~",J~ri~nd County
My :"'I.y~-:,j~'_~:"1 -':r''=!r:'..",,,:~ f, ",IJOB
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
CONSENT TO DISTRIBUTION
I, the undersigned party in interest in the Estate of Bernice S.
Spencer, aver I have received and read a copy of the attached First
and Final Accounting with a proposed final distribution schedule. I
understand the proposed distribution and have no objection thereto.
Date: MA~L\ .LCO'i;
,
~~.~ ~ ~
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BUREAU OF INDIVIDUAI/TAXE$'
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
! ~: 3~~
~_.- ,. .
;
STEPHE-NJ HOGG ESQ
STE 101
19 S HANOVER ST
CARLISLE PA 17013
'*
REV-1601 EX AFP (03-05)
04-04-2005
SPENCER
04-14-2003
21 03-0386
CUMBERLAND
101
Allount Rellitted
BERNICE
S
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
NOTE: To insure proper credit to your account I subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
................................................................................................................
REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT KKK
ESTATE OF SPENCER BERNICE S FILE NO. 21 03-0386 ACN 101 DATE 04-04-2005
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 DUEl APPLICATION OF ALL PAYHENTSI THE CURRENT BALANCE I ANDI IF APPLICABLE I
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-17-2005
PRINCIPAL TAX DUE: 591.94
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-12-2004 CD004624 .00 591. 94
03-07-2005 CD005028 19.73- 19.88
TOTAL TAX CREDIT 592.09
BALANCE OF TAX DUE .15CR
INTEREST AND PEN. .00
IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE .15CR
II
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) I
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
s~
Q.;
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Bernice S. Soencer
Date of Death: 4/14/2003
Will No.
Admin. No. 21 03-0386
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 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. I is Yes, state the following:
a.
account with the Court?
Did the personal representative file a final
Yes X No
b. The separate Orphans I Court No. (if any) for
the personal representative I 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 q~
/l/1j
ignature
Date: 4/27/2005
('...1
Stehn.H
Name (Please type or print)
19 S. Hanover Street, Ste. 101
Carlisle PA 17013
Address
( 717 ) 245- 2698
Tel.No.
Capacity :
Personal Representative
X
Counsel for personal
representative
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