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HomeMy WebLinkAbout03-0423PETITION FOR PROBATE and GRANT OF LETTERS Estate qf ///,W/-~"'~ 7'7. /~ Z~t~ No. , Deceased. Social Security No. _.,~.~,-- 1 ~ - ,~ ~ ._~ The petition of the undersigned respectfully represents that: Your petilioncr(s), who is/are 18 years of age or older an the execut in the last will ol the above decedent, dated C7'~<.-" ~7 and codicil(s) dated Register of Wills for the ~ County of ~'~_a,.~,~(~',/,~-..-.. ~/ in the Commonwealth of Pennsylvania named ~-- (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~'~r.~o-~.~.,' ~ County, Pennsylvania, with h..O..~" last family 9r principal residence at ,'~_'g'" t~:7,~/.~ r"'//'~ ~__,L~ _ {list street, number and muncipality) Decendent, then ~'__'~- years of age, died /"~'~ "~ ,~3, at Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: ./,r~__,,jt Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil~ presented herewith and the grant of letters theron. (testamentary; administration~c.t.a.; administration d.b.n.c.t..) OATH OF PERSONAL REPRESENTATIVE COMMONWEALYH OF PENNSYLVANIA ~ The petitioner(s) above-named 3wear(s) or affirm(s) that the statements in the foregoing petition ~re true and correct tO the best of the knowledge and belief of petitioner(s) and that as personal rel~re~jen- tative(s) of the above decedent petitioner(s) will well an_d truly ad~in!st~r.~e estate according Sworn to or affirmed and subscribed ~ ~ ~-- before me ~his __ ~O ~ day of { ~ ~ ~ ~~~ ~' Estate Of /~.~- , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ~,.~, in consideration of the petition on AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated described therei~ b~ a~mitted to probate ~d filed of record as the last w~l of ~d Letters ~c:; are hereby granted to FEES Probate, Letters, Etc .......... Sho~ Certificates( ) .......... l~enunaation ................ TOTAL Filed ~.~.-.~~ PHONE Lt:Zd OZ,~l~ gO. OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to th~resented herewith, (each) being duly qualified according to law, depose(s) and say(s) that ~ ~4.-,~-,$- present and saw the testat,~/aff , sign the same and that /~'-~-- signed as a witness at the request of testat~t~ in h~ ~ presence and (in the presence of each other) ~resence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before (Name) ii~' i!:~ (Address) ATI-I OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that ~ ~ familiar with the signature of /.,/-r~.~ 7~. /~zff~ ', codicil codicilPresented herewith an~ testat ~/~ of (~,c ~ubscrtbing~) the ~ that /~ ~ believes the signatureon the will is in the handwriting to the best of X'> knowledge and belief. ~:~ Sworn to or affirmed and subscribed before ~, . me this ~9~ day of ~ /'7' (Name) /~~Y~/. Register (NamO /0-/'-//- ? (Address) I, HELEN T. HOBBLE, of 75 Oak Circle, Newville, West Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any will and codicil previously made by me. I. The expenses of my last illness and funeral shall be paid from my estate. II. I devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate to my children in the following percentages. In the event that a child should prececease me or not survive me by thirty (30) days, that child's share shall go to his or her issue, per stirpes, or be added equally to the shares of the other children hereunder, or pass to their issue, per stirpes, as the case may be. (a) TWENTY (20%) PERCENT to my son, WILLIAM W. HOBBIE; (b) FORTY (40%) PERCENT to my daughter, SUSAN H. GOODRIDGE; (c) TWENTY (20%) PERCENT to my daughter, CAMILLE H. HOLLIS; and (d) TWENTY (20%) PERCENT to my daughter, PATRICIA H. CARTER. III. I appoint my Executor as Guardian to hold for minors all property payable by law to a guardian appointed by my Will and use the same for the minor's maintenance and education, either directly or by payment to any person selected to disburse it, whose receipt shall be a complete acquittance therefor. All unexpended income and principal shall be paid to the minor at majority. For purposes of this Will, majority shall be construed to be when the individual attains the age of twenty-one years. IV. All taxes, interest and penalties thereon payable by reason of my death with respect to property comprising my gross estate, whether or not passing under this Will, shall be paid from the principal of my residuary estate. Taxes on future interests may be prepaid. V. No interest of any beneficiary under this Will or any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation, and the personal receipt of such beneficiary shall be the sufficient and only discharge of my Executor unless otherwise provided herein. VI. In addition to powers given by law, my Executor and any guardian acting hereunder shall have the following discretionary powers applicable to all real and personal property held by them effective, without court order and until actual distribution: (a) To retain any property received by them, including the stock of any corporate fiduciary acting hereunder; (b) To sell real estate for any purpose, publicly or privately, for such prices and on such terms as they deem proper, without liability on the purchasers to see to application of the purchase moneys; (c) To compromise controversies; (d) To distribute in cash or kind or both at such valuations as they may fix; (e) To hold investments in the name of a nominee; and (f) To undertake any and all acts deemed necessary and proper by it for the proper and advantageous settlement of my estate. VII. Any person who shall have died within thirty (30) days of my death shall be deemed to have predeceased me. VIII. I appoint my brother, JAY A. TOWNSEND, as Executor of this my Last Will. In the event my said brother, Jay A. Townsend, cannot act or continue to act as Executor for any reason, I appoint my daughter, SUSAN R. GOODRIDGE, to act as Executrix in his place. IX. No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of their duties in any jurisdiction. IN WITNESS WREREOF, I have hereunto set my hand and seal this --day of July, 1997. HELEN T. HOBBIE (SEAL) The preceding instrument, consisting of this and two other typewritten pages identified by the signature of the testatrix, HELEN T. HOBBIE, was on the day and date thereof signed, her request, in her~resence, ha~ subscribed o~r~ ~ame.s as published and declared by HELEN T. HOBBIE, the testatrix therein named, as and for her Last Will, in the presence of us, who, at and in the presence of each other witnesses hereto. HELEN T. HOBBIE Law OFFICES HUllER ~c DA/~IELS ~o5 lrARI~IERS TRUST BUILDINO ONE WEST HIGH STREET CARLIS~, ~ENNSYLVAN~ 17018 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: HELEN T. HOBBLE, a/k/a HELEN K. HOBBIE Date of Death: May 4, 2003 Will No. 2003-00423 Admin. No. 21-03-0423 To the Register: I certify that notice of 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 May 28, 2003. Name Address William Wallace Hobbie 72 Towpath Road Duncannon, PA 17020 Susan Hobbie Goodridge 139 Easterly Drive Mechanicsburg, PA 17050-7937 Camille Hobbie Townsend 6013 Allington Court Winston Salem, NC 27104 Patricia Hobbie Carter 18 Connaught Road St. Albans, Herts. AL3 5RX United Kingdom Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: ~ 2003 None Signature Name: William S. Daniels Address: 1 West High Street, Suite 205 Carlisle, PA 17013 Telephone: 717-243~3831 Capacity: X __Personal Representative __ Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002864 DANIELS WILLIAM S 1 W HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 202-16-5793 FILE NUMBER: 2103-0423 DECEDENT NAME: HOBBLE HELEN T DATE OF PAYMENT: 08/01/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $7,860.00 REMARKS: TOTAL AMOUNT PAID: WILLIAM S DANIELS ESQUIRE $7,860.00 SEAL CHECK# 1440 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003529 DANIELS WILLIAM S 1 W HIGH STREET CARLISLE, PA 17013 ........ fold .ESTATE INFORMATION: SSN: 202-1 6-5793 FILE NUMBER: 2103-0423 DECEDENT NAME: HOBBLE HELEN T DATE OF PAYMENT: 02/04/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $92.9O REMARKS: TOTAL AMOUNT PAID: $92.90 SEAL CHECK//1474 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~ COMMONWEALTH OF t~ ~ ~ PENNSYLVANIA _'~'~ DEPARTMENT OF REVENUE ~~..~1~ DEPT. 280601 .~ HARRISBURG, PA 17128-0601 Z U.I LU U.I X REV.,1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL), /../' '-,. ,3 _ ./ , / / 7-: OFFICIAL USE ONLY FILE NUMBER COUNTY COOE YEAR NUMBER SOCIAL SECURITY NUMBER DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ,.j~-- _ ~ _ ~,.~..~y ~ //-- 2 ~ -- / ~"' 2 ~ '/ REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~1. Original Return ~ 4 bruited Estate ~6. Decedent Died Testate (A~¢ cody of Will) E~9. Litigation Proceeds Received ~"--~ 2. Supplemental Return ~]4a, Future Interest Compromise (~ate of dea~ m~ 12-12-82) E~]7. Decedent Maintained a Living Trust (^~ac~ --]10, Spousal Poverty Credit (aato of d~au~ t~n ~2-~-~ and ~.~-~) [-~3. Remainder Return (~ate of (~eat~ pnor to 12-~ 3-82) ~---~ 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes ['-'~ 11. Election to tax under Sec. 9113(A) (Attach Sch TELEPHONE NUMBER COMPLETE MAILING ADDRESS 1 Real Estate (Schedule A) (1) 2 Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Pmperb/ (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ---]Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11 Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. Joo. //2_ (11) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Une 13) (12) OFFICIAL USE ONLY (13) dP --'-- SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spou.i tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 (15) 16. Amount of Une 14 taxable at lineal rste /~_~,/ c:~ ,,2- ,~, ~ ~/ *.0 Z//,.~-- (16) '--~t ~ K''~// "~"'~- 17, Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19, Tax Due (19) Deceden, t's Complete Address: 'STREET ADDRESS C~TY Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit R. Prior Payments C, Discount STATE Interest/Penalty if applicable D, Interest E. Penalty (1) Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) 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 5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (3) (4) (5) (5A) (5B) Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] [] 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 penalbes of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belial, it is true, correct and complete. Dedarabon of preparer other than the personal representative is based on all inton'nation of which preparer has any knoMedge. SIGNATURE OF PERSON RESPONSIRLE FOR FILING RETURN DATE ADDRESS , SIGN~"_R,~F~-/R[R OTHER TH//R~.,~RES~'~ATIVE ~.~ ~D~SS ...... '~ - I I DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of banders 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 exemot 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 ne/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% F2 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 decadent'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 wi~ the decedent, whether by blood or adoption. I, HELEN T. HOBBIE, of 75 Oak Circle, Newville, West Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any will and codicil previously made by me. I. The expenses of my last illness and funeral shall be paid from my estate. II. I devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate to my children in the following percentages. In the event that a child should prececease me or not survive me by thirty (30) days, that child's share shall go to his or her issue, per stirpes, or be added equally to the shares of the other children hereunder, or pass to their issue, per stirpes, as the case may be. (a) TWENTY (20%) PERCENT to my son, WILLIAM W. HOBBIE; (b) FORTY (40%) PERCENT to my daughter, SUSAN H. GOODRIDGE; (c) TWENTY (20%) PERCENT to my daughter, CAMILLE HOLLIS; and (d) TWENTY (20%) PERCENT to my daughter, P&TRICIA CARTER. III. I appoint my Executor as Guardian to hold for minors all property payable by law to a guardian appointed by my Will and use the same for the minor's maintenance and education, either directly or by payment to any person selected to disburse i~, whose receipt shall be a complete acquittance therefor. All unexpended income and principal shall be paid to the minor at majority. For purposes of this Will, majority shall be construed to be when the individual attains the age of twenty-one years. IV. All taxes, interest and penalties thereon payable by reason of my death with respect to property comprising my gross estate, whether or not passing under this Will, shall be paid from the principal of my residuary estate. Taxes on future interests may be prepaid. V. No interest of any beneficiary under this Will or any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation, and the personal receipt of such beneficiary shall be the sufficient and only discharge of my Executor unless otherwise provided herein. VI. In addition to powers given by law, my Executor and any guardian acting hereunder shall have the following discretionary powers applicable to all real and personal property held by them effective, without court order and until actual distribution: (a) To retain any property received by them, including the stock of any corporate fiduciary acting hereunder; (b) To sell real estate for any purpose, publicly or privately, for such prices and on such terms as they deem proper, I lllII i- TI I I II ~ll' '"~" I III ........ ' .... *Ti' I "1 ...................~'~° .......... without liability on the purchasers to see to application of the purchase moneys; (c) To compromise controversies; (d) To distribute in cash or kind or both at such valuations as they may fix; (e) To hold investments in the name of a nominee; and (f) To undertake any and all acts deemed necessary and proper by it for the proper and advantageous settlement of my estate. VII. Any person who shall have died within thirty (30) days of my death shall be deemed to have predeceased me. VIII. I appoint my brother, JAY A. TOWNSEND, as Executor of this my Last Will. In the event my said brother, Jay A. Townsend, cannot act or continue to act as Executor for any reason, I appoint my daughter, SUSAN H. GOODRIDGE, to act as Executrix in his place. IX. No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~day of July, 1997. X , (SEAL) HELEN T. HOBBIE The preceding instrument, consisting of this and two other typewritten pages identified by the signature of the testatrix, HELEN T. HOBBIE, was on the day and date thereof signed, published and declared by HELEN T. HOBBIE, the testatrix therein named, as and for her Last Will, in the presence of us, who, at her request, in her~resence, hav~ subscribed o~ ~ames as and in the presence of each other witnesses hereto. REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER FILE NUMBER DESCRIPTION TOTAL (Also enter on line 2, Recapitulation) VALUE AT DATE OF DEATH (If more space is needed, insert additional sheets of the same size) Financial Consultants July 28, 2003 Humer & Daniels Attn: William S. Daniels 1 West High Street Carlisle, PA 17013 Dear Mr. Daniels: Following you will find a corrected value of Ms. Helen Hobbie's account with us. I apologize for the error in her date of death. Should you require additional information, please feel free to contact me at 717-243-0619. Barbara J. Miller, Associate Pursell Associates, Inc. 205 York Road · Carlisle, PA 17013 · (717) 243-0619 · 1-866-443-0619 · Fax (717) 243-3216 Securities are offered through Wachovia Securities Financial Network, Inc., Member NASD/$1PC Helen Hobbie, Individual Account # 4269-8513 QTY DESCRIPTION PRICE ACCRUED INT ** VALUE (5/6/03) 952.381 American High Income Fund 11.37 10,828.57 6,255.03 Delaware Delchester Fund 2.98 18,639.99 1,500 Delaware Investment Dividend Fund 12.14 18,210.00 2,638.522 Lord Abbett Bond Debenture Fund 7.60 20,052.77 15,000 Cendant 7.75% 12/01/03 101.38 492.90 15,699.90 20,000 Daimler Chrysler 5.55% 05/15/07 103.215 516.72 21,159.72 20,000 GMAC Notes 5.7% 04/15/04 101.50 59.28 20,359.28 15,000 Household 7.3% 09/15/12 103.135 57.00 15,527.25 15,000 Verizon 7.25% 12/1/'10 119 460.33 18,310.33 919 FT Global Tech Ser 2 2.73 2,508.87 914.328 FT Energy Ser 8 6.83 6,244.86 972.24 FT Financial Services Ser 8 7.33 7,126.52 945.365 FT Pharmaceutical Ser 10 6.79 6,419.03 950 FT Technology Ser 13 1.80 1,710.00 **Total account value as of 05/0~2003 ..................................................... 182,797.09 ** The information contained above has been obtained from sources believed to be reliable however, no guarantee is made with respect to accuracy. ~ SCHEDULE E COMmONWEaLTH OF PENNS~LV^N,A CASH, BANK DEPOSITS, & MISC. 'NHER(TANCE TAX RETURN RES'DENT DECEDENT PERSONAL PROPERTY ESTATE OF / ./ /,,/ ~ ~/ / .. =~/~/~~ ~/ ~ FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH /,,~,oo,~ :/x> .' .' ... , ~. /f. c.'~.~ // /A,, ?o c x~-~J~ k_ //1, P ~--'-- TOTAL (A~so ente~ on ,ne ~, ~,~tu~t~on) $ / ? ~'0~. ~' ,g (ff more space is needed, insert additional sheets of the same size) / Goodridge 139 Easterly Drive Mechanicsburg, PA 17050-7937 June 30,2003 William S. Daniels, Esquire One West High Street Carlisle, PA 17013 Re: Estate of Helen T. Hobbie Dear Bill, Enclosed please find an appraisal of Mum's jewelry which my sister-in-law now has. I understand that Camille has mailed an appraisal to Tony and thatPatric~ has mailed an appraisal to you.~u should by now have the statement which I~gave t;:) Tony from Jack Nace concerning the Estate of George Ross for the jewelry which Mum had received but had not paid at the time of her death. This is the jewelry which I now have. '"' , - On another matter, I sold Mum's car to Graham Motor Company, 1402 Holly Pike, Carlisle last week. I notified Tony that the sale pdce is $1,200 and that he needed to ) contact the Sales Manager, Tony Cline, to deliver the tit el~--- and receive the che ~ck. / This information should enable you to move forward with the administration of the o/ Estate. If you have any questions or need further information, please contact me, Bill. As always, thank you. Sincerely, Susan H. Goodridge Ishg Enclosure: Appraisal ('~:.'li.~'te P,4 ] 70]3 J'hom~ (~j 7) 249-48&~,' APPRAISAL June 26, 2003 To Whom It May Concern: This is to certify that the following articles of jewelry, property of the Late Helen T. Hobbie, described below, have a current cash value as indicated. One 22 karat yellow gold neck chain with five gold 6.75 mm balls and ten 3 mm gold balls, 24 inches in length, weighting 12.5 dwt ................... $145.00 One 22 karat yellow gold neck chain with five gold 6.75 mm balls and ten 3 mm gold balls, 23 inches in length, weighting 10.5 dwt ................... $125.00 One pair of Ladies 14 karat yellow gold 9.75 mm ball earrings .................. $40.00 Total value .................... $310.00 JAMES LINE JEWELERS W. J. JAGO LTD. D/amend Merdmzr 2~ MARKET PLACE . ST. ALBANS AL~ ~DL K. S. CHARD W. CHARD 37 HA'IrON GARDEN LONDON ECIN 8EB Tel: St. Albans 51519 VAT ~ No. 19~ 2072 40 Registered in £n~land No. lll~4~ p.p.W.J. JAGO .... ~ ' (ROMHYDE Ltd.) ....... =' ./ ............ .............................. ooj, M& M LTD. ~ Gold · Diamonds * Jewelry 127 Oakwood Drive WINSTON.SALEM, NORTH CAROLINA 27103 , (910) 724.7687 mi and returned goods MUST be accompanied by this bill. ..oDucT60g c'J-ha~kC-~ou JIM BISTLINE, AUCTIONEER 61 SUNSET DRIVE, CARLISLE, PA 17013 PHONE (717) 243-7794 May 13, 2003 To Whom It May Concern: I conducted an appraisal of the Helen T. Hobbie estate at 75 Oak Circle, Newville, PA 17241 on May 12, 2003. This appraisal was requested by Dr. ,lay Townsend, executor of the estate. Susan Goodridge and her sister Patricia were present during the appraisal. The values assigned considered age and condition and reflect what one could reasonably anticipate receiving if sold at public auction. Inquiries may be directed to me at (717) 243-7794. Respectfully, JIM BISTLINE, AUCTIONEER 61 SUNSET DRIVE, CARLISLE, PA 17013 PHONE (717) 243-7794 MAY 13. 2003 APPRAISAL OF HELEN T. HOBBIE ESTATE MASTER BEDROOM 2 PIECE BURGUNDY VICTORIAN SETTEE & CHAIR WALNUT MARBLE TOP DRESSER 2 WALNUT SIDEBOARDS W/MARBLE TOP ORNATE OAK QUILT RACK PLAIN OAK QUILT RACK WALNUT OAK QUILT RACK KENMORE SEWING MACHINE AND TABLE CLAWAND BALL PIANO STOOL SMALL GOLD LEAF MIRROR PAIR CRANBERRY (GLOBE) OIL LAMPS SEWING BASKET 2m) BEDROOM 2 WOODEN BEDS W/MATTRESSES & SPRINGS WHITE VANITY PAIR WHITE ETCHED (GLOBE OIL LAMPS) PORCH $300.00 500.0O 250.00EACH 40.00 20.00 40.00 65.00 45.00 35.00 100.00PAIR 25.00 100.00 SET 55.00 75.00PAIR WICKER COUCH/2 CHAIRS/FOOTSTOOL/TABLE/CHILD'S ROCKER IRON FROG DOOR STOP PAINTED CAT FLOOR PIECE LARGE FLOWER BASKET DOOR STOP 2 SMALL FLOWER BASKET DOOR STOPS METAL FLOWER STAND LARGE GOOSE FIGURINE (DAMAGED) 2 BLACK AND WI-lITE (LOONS)? TV RUSSIAN SAIl.OR PAIR BRASS TABLE LAMPS WALNUT MAGAZINE STAND LIVING ROOM LARGE REVIVAL WALNUT MARBLE TOP TABLE ELEPHANT BOOKENDS MAGNAVOX TV W/REMONTE 175.00LOT 40.00 30.00 125.00 65.00EACH 50.00 10.00 35.00PAIR 40.00 40.00 30.00PAIR 60.00 300.00 30.00PAIR 75.00 PAGE 2 (HELEN T. HOBBLE ESTATE) LIVING ROOM JVC VCR 2 HLqVIIDIFIERS SMALL ROUND PEDESTAL TABLE PAIR WHITE FLORAL CHAIRS W/FOOTSTOOL WINGBACK CHAIR W/FOOTSTOOL WOODEN ROCKER W/GREEN UPHOLSTERY TRI-PEDESTAd. FLOOR LAdVIP TABLE/FLOOR LAMP BURGUNDY GENTS CHAIR SLANT FRONT DESK W/CH~MR CANDLESTICK PHONE ROPE TURNED FLOOR LAMP FALCON PRINT LARGE 4PC BOOKCASE/SHELF LARGE FOOTED WOOD FLOOR LAMP REVIVAL OVAL WALNUT MARBLE TOP STAND WORLD GLOBE W/STAND KITCHEN GOLD RECTANGULAR MIRROR 3 BRASS PIECES CRAGSTAN BATTERY OPERATED MONKEY W/BOX BRASS/COPPER COOKWARE BRASS/COPPER TANKARD 7 PCS MAKASA PLATES, BOWLS, SALADS 8 GOLD LEAF BERRY BOWLS BLUE HOBNAIL PITCHER W/GLASSES MISC EVERYDAY DISHES/POTS & PANS MISC EVERYDAY FLATWARE FRIGDARE REFRIG/FREEZER 20.00 35.00EACH 40.00 75.00LOT 100.00 125.00 60.00 40.00 75.00 275.00 75.00 60.00 100.00 500.00 150.00 200.00 40.00 STIEFF STERLING SILVERWARE 950.00 (21 TABLE KNIVES, 13 FORKS, 12 SALAD FORKS, 23 TEASPOONS, 4 SERVING SPOONS, 2 GRAVY LADLES, 2 PC CARVING SET) MISC STERLING FLATWARE 8 BLUE PLATES 100.00 40.00 35.00 100.00 125.00 50.00 35.00 20.00 35.00 25.00 10.00 150.00 HALLWAY SILVER PLATE SERVING SET COFFEE POT, TEAPOT, CREAMER. SUGAR, WASTE BOWL STERLING SALT&PEPPER STERLING TEA STRAINER OVAL COVERED VEGETABLE SERVER RECTANGULAR COVERED VEGETABLE SERVER (DAMAGED) 225.00 25.00 10.00 65.00 20.00 PAGE 3 (HELEN T. HOBBIE ESTATE) HALLWAY 1843 COVERLET (C.K. HINKEL, SI-ffPPENSBURG, PA) PITCHER (REVERE REPRO) PANASONIC VACUUM MISC TOWELS/LINENS GARAGE SNOW SHOES IRON/BRASS BEDFRAME WICKER SCREEN ! 993 BUICK CENTURY 68K MILES, AUTOMATIC (V6 330 ENG) REAR FENDER DAMAGE FRONT PORCH IRON SETTEE 650.00 35.00 10.00 10.00 75.00 100.00 15.00 2200.00 50.00 FARMERS NATIONAL BANK OF NEWVILLE ,~ DiviSion of Adams County National B, mk William S. Daniels, Esquire Humer & Daniels 205 Farmers Trsut Cuilding 1 West High Street Carlisle, PA 17013 June 23, 2003 RE: Estate of Helen T. Hobbie Dear Mr. Daniels: Mrs. Hobble had the following accounts with~',this bank, both of which were in her name alone - Checking account 019-369-0 opened April!22, 2001 with a balance as of May 4, 2003 of $677.55 plus .34¢ accrued interest; and Savings account #9642013 opened April 22, 2001 with a balance as of May 4, 2003 of $5,851.63 plus $5.75 accrued interes.t. Sincerely yours, __ Carolyn ~I. Kough Executive Vice President PO. Box 156, Newville, PA 17241 · (71'7)776-5312 Jack E. Nace 808 Walnut Lane Carlisle, PA 17013-3547 (717) 243-2329 jacknace~pa.net June 5,2003,2003 Ms. Susan H. Goodridge 139 Easterly Drive Mechanicsburg, PA 17055 Dear Suzie: Please find enclose the final check in the amount of $578.48 representing the balance of income collected through April 30, 2003 from the George Ross Trust under Will f/bio Helen T. Hobbie. Your mother was entitled to income payments during her life as well as an annual $5,000 principal payment if required. One $5,000 payment was made in December 2002 and the final, income payment is included with this letter. The balance in the trust goes to seven of George's nieces and nephews. Also please find enclosed a copy of the bill for the items of jewelry your mother had purchased and received from the George Ross Estate. Payment of the $775.00 to the George Ross Estate at your convenience will be appreciated. I gave Bill a copy of the bill as well as a copy of the estate appraisal of the four items purchased. I met with Tony and Bill last month and am looking forward to taking care of the income tax reporting responsibilities of the estate. This will include the preparation of your mother's final federal and state income tax returns for 2003 as well as the federa! and state, income tax returns for her estate. I am sending this letter to you as Bill Daniels said you are the "Lieutenant" in charge. As always please feel free to call if you have any questions or if I can be of any assistance. Very truly yours, Jack E Nace v~c: William S. Daniels PE¥-1510 E×~- 12-87I C©MMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G TRANSFERS __ PLEASE PRINT OR TYPE FILE NUMBER THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM DESCRIPTION OF PROPERTY NUMBER: Include name of the transferee, their relationship to decedent, date of transfer. EXCLUSION DOLLAR VALUE DECD. TOTAL VALUE OF ASSET OF DECEDENT'S INTEREST TOTAL (Also enter on line 7, Recapitulation (If more space is needed, insert additional sheets of same size.) THE ff~OG, SW~TCH & MANUFACTURING 20. ;-O. ~.~.~)~ ?0, C,~?i$1~ FA !;?'2 · (717~ 2,~3.2454, FA',.( ~717', 243~13~5 1 I$0 O001 Cer/ifi~,d ~ia I:'A~ 243-.~016 July 28, RE: Transfer of Frog, S~vilch stock to Susa/~ I!, Gomh'id~¢ I)~ar Mr. |)article: In response to your Jul)' 25, 2003 inquir~, this letter ~iill confirm that sixl¥-one sll~re~ of F,-f~g. S~,t~ch ato~k were lransfer~d front Hel;n liobbie to Susan Il. Gomlridge'on March I !, 2003. Addressing your queslion on the sloek's ~alue, we offer lhe following. Frog, S~vilch i~ a closel) held cor~ratien; there is no c~lablished markel for its sloek and, a~ such, is ihinl~ Iraded. The vahmlion ~fclosely held businesses sueh as Frog, S~'itch can be a complicated process thai' could lc, ad to wldcly varying values. Therefore, we o~r no opinion aa Io Ihe value of Frog, Switch ~toc~. convenience to lhe shareholders has been at $200.00 per share. The Company is not aeti~'ely sceKit~g to repl rebate ils shares. I trust the above cover.~ VOllr inquir,. Very truly yours, Iosalie Kerr Corpot'ate Secretary Ri(: I1) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS REV-IS11EX * (1-97} ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Debts of decedent must be reported on Schedule I, ITEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: 5. 6, 7. g, 9. /~. // /2 ADMINISTRATIVE COSTS: Personal Representative's Commission.. C~y C.,/F/~..~_./ ~ ~- Sta~e Z~p _ -- Year(s) Commission Paid: ~ ,~ Family Exemption: (If decedenfs address is not ~e same as da mant's~ attach explanation) Claimant Street Address City, State __.Zip Relationship of Claimant t~ DecJ~lenl PmbateFees /~'-~f~:,,~';¢-. ~/ ~ ~ A~un~nfsF~s ~~ ~'~ ~~ TOTAL (Also enter on line 9, R~apitulation) $ ~ ~ / ,~.5~.-//~ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LI,ABILITIES~ & LIENS Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION TOTAL (Also enter on line 10, R~--3_.n!tulation) (If more space is needed, insert additional sheets of the same size) AMOUNT Jack E. Nace 808 Walnut Lane Carlisle, PA 17013-3547 (717) 243-2329 jacknace@,pa.net June 5,2003,2003 Ms. Susan H. Goodridge 139 Easterly Drive Mechanicsburg, PA 17055 Dear Suzie: Please find enclose the final check in the amount of $578.48 representing the balance of income collected through April 30, 2003 from the George Ross Trust under Will f/bio Helen T. Hobbie Your mother was entitled to income payments during her life as well as an annual $5,000 principal payment if required. One $5,000 payment was made in December 2002 and the final income payment is included with this letter. The balance in the trust goes to seven of George's nieces and nephews. Also please find enclosed a copy of the bill for the items of jewelry your mother had purchased and received from the George Ross Estate. Payment of the $775.00 to the George Ross Estate at your convenience will be appreciated. I gave Bill a copy of the bill as well as a copy of the estate appraisal of the four items purchased. I met with Tony and Bill last month and am looking forward to taking care of the income tax reporting responsibilities of the estate. This will include the preparation of your mother's final federal and state income tax returns for 2003 ,-,~ ,,~,, as the f~,dersl and state income t,x returns for her estate. I am sending this letter to you as Bill Daniels said you are the "Lieutenant" in charge. As always please feel free to call if you have any questions or if I can be of any assistance. Very truly yours, Jack E Nace ~c: William S. Daniels REV-1513 EX+ 0-87) ,~ COMMONWEALTH OF P~NNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER ITEM I AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OF ESTATE A. Taxable Bequests: I /39 /<, ITEM AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY SHARE OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ (If more space is needed, insert additienal sheets ef same size) BUREAU OF INDIVIDUAL TAXES INHER[TANCE TAX DTVISION DEPT. 280661 HARRISBURG, PA 17128-6661 W S DANIELS ESQ HUNER & DANIELS I W HIGH ST STE 205 CARLISLE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ~t*DATE 05-22-2004 .:~ ESTATE OF HOBBIE DATE OF DEATH 05-04-2005 FILE NUNBER 21 05-0425 HAR 19 ~1:4fOUNTY CUMBERLAND ACN 101 Amount Remitted HELEN T MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF HOBBIE HELEN T FILE NO. 21 05-042:5 ACN 101 DATE 05-22-2004 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A} C1) 2. Stocks and Bonds (Schedule B) $. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) C7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/His(. Expenses (Schedule H~ C9~ 10. Debts/Hortgage Liabilities/Liens (Schedule I) C10) 11. Total Deductions 12. Net Value of Tax Return .00 182r797.09 .00 .00 19r600.42 .00 NOTE: To insure proper credit to your account, submlt the upper port/on of this form ~ith your tax payment. 9r200.00 (8) 211,597.51 22,256.19 3r417.56 ([2) 185,925.96 15. 14. NOTE= reflect figures that include the total of ALL returns assessed to date. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) C13) .00 Net Value of Estate Subject to Tax (14) 185,925.96 If an assessment uas issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ASSESSNENT OF TAX= 15. Amount of L/ne 14 at Spousal rate C15) 16. Amount of L/ne 14 taxable at Lineal/Class A rate C16) 17. Amount of L/ne 14 at Sibling rate C17) 18. Amount of L/ne 14 taxable at Collateral/Class B rate ~al Tax Due 19. Pr/nc/ rAX CREDITS PAYMENT DATE RECEIPT NUMBER 08-01-2005 02-04-2004 DISCOUNT INTEREST/PEN PAID 415.68 .00 CD002864 CD005529 .00 x O0 = .00 185,925.96 X 045 = 8,566.58 .00 x 12 = .00 .00 x 15 = .00 cig)= 8,566.58 AMOUNT PAID 7,860.00 92.90 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 8,566.58 .00 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 ( IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A 'CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTIONS.} RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B ¢collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE= PAYMENT= REFUND CCR): OBJECTIONS: ADMIN~ ISTRATIVE CORRECTIONS: DISCOUNT= PENALTY: INTEREST= To fulfill the requirements of Section 21qO of the Inheritance and Estate Tax Act, Act 25 of 2000. C72 P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS) AGENT A refund of a tax credit, which was not requested on the Tax Return, lay be requestod by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Nills, any of the 25 Revenue District Offices, or by calling the special 24-hour ansuering service for forms ordering: 1-800-3&2-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-$020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sho~n on this Notice must object within sixty C&O) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN= Post Assessment Review Unit, Dept. 280&01~ Harrisburg, PA 17128-0&01 Phone C717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" CREV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three C$) calendar months after the decedent's death, a five percent CSX) discount of the tax paid is allo~ed. The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before JanuarY 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine C9) months and one C1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (&X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after JanuarY 1, 1982 will bear interest at a rate which will varY from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are= Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ 20X .000548 v['~'~'8-1991 11X .000501 ~ 9X .000247 1983 l&~ .000458 1992 9~ .000247 2002 &X .000164 1984 11~ .000501 1995-1994 7~ .000192 2003 5~ .000157 1985 15~ .000356 1995-1998 9X .000247 2004 4~ .000110 1986 10~ .000274 1999 7~ .000192 1987 10~ .000274 2000 7~ .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. ,;)H;!tD=--423 SUMMARY FIRST AND FINAL ACCOUNT OF JAY A. TOWNSEND, EXECUTOR FOR ESTATE OF HELEN T. HOBBIE, DECEASED '.J-; DATE OF DEATH: MAY 4,2003 DATE OF EXECUTOR'S APPOINTMENT: MAY 23, 2003 DATE OF FIRST ADVERTISEMENT OF GRANT OF LETTERS: JUL Y4; 2003 .' ACCOUNTING FOR PERIOD: MAY 23, 2003 TO OCTOBER 27, 2004 c., Purpose of Account: Jay A. Townsend, Executor, offers this Account to acquaint interested parties with the transactions that have occurred during his administration. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information or questions or concerns can be discussed with: Jay A. Townsend, Executor, 1309 Sadler Drive, Carlisle, PA 17013, Tel: 717-249-6463. Summary of Account Proposed Distributions to Beneficiaries $ 42.934.23 Principal Receipts 202.606.51 i Net Gain on Sales 18.624.83ii Less Disbursements: Debts Funeral Expenses Administration Expenses Federal and State Taxes Fees and Commissions $ 3.417.36 215.50 1.392.69iii 7.95290 20.442.00iY 33.420.45 Balance before Distributions 187.810.89 Distributions to Beneficiaries 153.032.65 Principal Balance on Hand 34.778.24 Income Receipts 5.096.00" Less Disbursements -0- G~ ~~ B~ ~ ~1:' ~ ~ ~ - , ~ ~ ~ ~ ti ~ ~ " .~ '-\ .... ~ \). <:.\ ~" ~ ~ ~ ~..... ~ f1.. - ... . ~\ ~ C\(..... ~ ~ "- ~ as " \\- . ~ ~ ,,-' ~ ~ 0 ~ ~ ~ .~ ~ ~ ~ \\ ~ ~ (\ "- ~ ~ ~ \5 - \) \ ~ ....... C'( q-- ~ () ~ .... - ~ , ..... '.J ..... l' ~ R... ~ ~ ~ .......... I"'~'" "- ...... l \() ~ \ ~ ~ ~ \~ t\.. ~ ~ r{ ~ ~ ~ . ~ . . Nt ~ '1 ..... R . ~ ~ l'C\ " " \ \) ~ <1' ~ " ~ (} tl ~ \J'" ....... ..... ~ " ~, ~ ,"- ....'" ~' ,0 ~ ..... ~ - '(j ~ i ~ ~ .-.... ~ ~ '- ~ ~ % ~ t) \ , ti w\ t't) ~ . IS- ~ , ~ ..... <t' \ ~ ..... I\) ...... ' v \ ~ ....... ~ ..... .J ~ ............. ~ c{ ~ "- ~ C\... .~ --......) r{ ........ ~t'<) ~ ... -.,J ~ ::-.;:. r;-- ~ ~ ~ ~ N) ~ ~ ~ ..... ~ ~ ~ ~ \\) t '\) (\l\ ~ (i\ ~ ,..... ~ ,.: ~ ~ \;J . "" t<\ (t\ lV\ ~ ~ "- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ('\.... n:- " .~ ~' ~ ~ ~ . 'v) -.........J - ~ tv t ~ --:.i'\ ~Jr't ~ .~ \"1:'" )0- J ~ ~ ~~ " ~ t'(.::. ~~ ,t ~ ~~ .J l\} ~ --{ ~ ~ ~ l~ ~ { t4 ~ "=> ~ ~ ~ ~~ '\t- ~ , ~ ~ i:. ,'\. ~ tJ '" ~ t, ... ~ ~ \0 ~ ~ Footnotes: 1. Taken in-kind at appraised value. 2. Valued by appraisal, divided equitably, and attributed in equal shares. 3. Date of Death valuation, which will be Beneficiary's basis for subsequent transactions. 4. Net income, as determined by accountant, and passed throughto Beneficiaries , via income tax Schedules "K-I" and "L" in proportionate shares; distributlld within cash payments from estate account. .' /2-/ ;.....-~y In Re: ESTATE OF HELEN T. HOBBIE, Deceased Register of Wills Cumberland County, Pennsylvania No. 2103-0423 flL' RECEIPT, RELEASE, REFUNDING, AND INDEMNIFICATION AGREEMENT The undersigned, legatee under the will of HELEN T. HOBBIE, deceased, does hereby: 1. Acknowledge that she has examined and approved the attached informal First and Final Account and Schedule of Distribution of Jay A Townsend, Executor, copies of which are attached hereto; . 2. Waives the filing of a formal First and Final Account and Schedule of Distribution with the Court; 3. Acknowledges receipt of the sum of $39,193.58 in full satisfaction of her distributive share and entitlement under the Last Will; 4. Absolutely releases and discharges Jay A. Townsend, Executor of the Estate of Helen T. Hpbbie, deceased, and her heirs and personal representatives, from any and all claims, rights and liabilities, now or in the future against the -Estate and Personal Representative whether due to the Executor's negligence or otherwise, which she may have by reason of the administration of this Estate; 5. Agrees to refund on a pro-rata basis to the said Executor any portion of the distribution to which she is not properly entitled, and, to the extent of said distribution, to indemnify him for claims made against him as Executor, and to reimburse to him all expenses and costs incurred in connection with any such claims, of which she may hereafter receive Notice; 6. Declares that this instrument shall be legally binding upon her, her personal representative, successors and assigns; and 7. Consents to the recording and indexing of this Agreement in the Estate proceedings. IN WITNESS WHEREOF, I have hereu~to set my hand and seal, with intent to, be legally bound hereby this /4+h day of 7::::> <2-c.:.. , 2004. . '-..A " ~(~....._N. SUSAN SSN: COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF ) (Lt. fl! 7J On this day or v/c3c:. ,2004, berore me, the undersigned officer, personally appeared SUSAN H. GOODRIDGE, who declared the foregoing Agreement to be her true act and deed, and desired that the same might be recorded as such. I". IN WITNESS WHEREOF, day and year first above NCIWlW. M. WIIIJiW. ... NaIaIy NIle CMlIUiIOtlCUlIV:'1-11 ~CClUNIY My c:... ....... Oct". 20lII I have hereunto set my hand and seal the written. . /J c:;c~~~ Notary Public .' Page 2 of 2 pages \~' \) __I<M aalWlC\ . W4111W ~~ I mlUl:n~ ,M"'O.OUJo!IJ~A.':, I lJOOS'lrt'JOMIIllld. I I. .W \<,:4 In Re: ESTATE OF HELEN T. HOBBIE, Deceased Register of wills Cumberland County, Pennsylvania No. 2103-0423 RECEIPT, RELEASE, REFUNDING, AND INDEMNIFICATION AGREEMENT The undersigned, legatee under the will of HELEN T. HOBBIE, deceased, does hereby: 1. Acknowledge that he has examined and approved the attached informal First and Final Account and Schedule of Distribution of Jay A Townsend, Executor, copies of which are attached hereto; 2. waives the filing of a formal First and Final Account and Schedule of Distribution with the Court; 3. Acknowledges receipt of the sum of $39,193.58 in full satisfaction of his distributive share and entitlement under the Last Will; 4. Absolutely releases and discharges Jay A. Townsend, Executor of the Estate of Helen T. Hobbie, deceased, and her heirs and personal representatives, from any and all claims, rights and liabilities, now or in the future against the Estate and Personal Representative whether due to the Executor's negligence or otherwise, which he may have by reason of the administration of this Estate; 5. Agrees to refund on a pro-rata basis to the said Executor any portion of the distribution to which he is not properly entitled, and, to the extent of said distribution, to indemnify him for claims made against him as Executor, and to reimburse to him all expenses and costs incurred in connection with any such claims, of which he may hereafter receive Notice; 6. Declares that this instrument shall be legally binding upon him, his personal representative, successors and assigns; and 7. Consents to the recording and indexing of this Agreement in the Estate proceedings. ;V dW(J~ IN WITNESS WHEREOF, I have intent to be legally bound 2004. ~:~:~;':h:~:)m<rr7:~j~d,ie"", V cJ;~ l"("S'eAL) ! ~ WILLIAM W. HOBBIE SSN: 167-40-4255 ,.'. COMMONWEALTH OF PENNSYLVANIA) fl;v. SS. COUNTY OF ) On this ~ day of , 2004, before me, the undersigned officer, personally appeared WILLIAM W. HOBBIE, who declared the foregoing Agreement to be his true act and deed, and desired that the same might be recorded as such. IN WITNESS WHEREOF, day and year first above set my hand DEPUTY PIlOlHONOTARY & ClEIlK OF II.OOMFIEl.D BOAO. PERRY co.. PA. MY 0ClINlSSI0N EXPIRES JAM. 1, 2008 In Re: ESTATE OF HELEN T. HOBBIE, Deceased Register of Wills Cumberland County, Pennsylvania No. 2103-0423 101' RECEIPT, RELEASE, REFUNDING, AND INDEMNIFICATION AGREEMENT The undersigned, legatee under the will of HELEN T. HOBBIE, deceased, does hereby: 1. Acknowledge that she has examined and approved the attached informal First and Final Account and Schedule of Distribution of Jay A Townsend, Executor, copies of which are attached hereto; . 2. Waives the filing of a formal First and Final Account and Schedule of Distribution with the Court; 3. Acknowledges receipt of the sum of $39,193.58 in full satisfaction of her distributive share and entitlement under the Last Will; 4. Absolutely releases and discharges Jay A. Townsend, Executor of the Estate of Helen T. H9bbie, deceased, and her heirs and personal representatives, from any and all claims, rights and liabilities, now or in the future against the -Estate and Personal Representative whether due to the Executor's negligence or otherwise, which she may have by reason of the administration of this Estate; 5. Agrees to refund on a pro-rata basis to the said Executor any portion of the distribution to which she is not properly entitled, and, to the extent of said distribution, to indemnify him for claims made against him as Executor, and to reimburse to him all expenses and costs incurred in connection with any such claims, of which she may hereafter receive Notice; 6. Declares that this instrument shall be legally binding upon her, her personal representative, successors and assigns; and 7. Consents to the recording and indexing of this Agreement in the Estate proceedings. IN WITNESS WHEREOF, I have hereuryto set my ~nd and seal, wi th intent to, be legally bound hereby this 171' day of ~:;v: , 2004. ~H./WL (SEAL) CAMILLE H. HOLLIS SSN: 175-40-5558 STATE OF NOR~~A~NA ; SS. COUNTY OF \/~ ~) On this /'l'lJ, day of ~ , 2004, before me, the undersigned officer, personally appeared CAMILLE H. HOLLIS, who declared the foregoing Agreement to be her true act and deed, and desired that the same might be recorded as such. II' IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. ~~~~ 1'4/WO" Couft\'! at F ors~ JANET G. SHEPHERD' .' ....." In Re: ESTATE OF HELEN T. HOBBIE, Deceased Register of wills Cumberland County, Pennsylvania No. 2103-0423 RECEIPT, RELEASE, REFUNDING, AND INDEMNIFICATION AGREEMENT The undersigned, legatee under the will of HELEN T. HOBBIE, deceased, does hereby: 1. Acknowledge that she has examined and approved the attached informal First and Final Account and Schedule of Distribution of Jay A Townsend, Executor, copies of which are attached hereto; 2. Waives the filing of a formal First and Final Account and Schedule of Distribution with the Court; 3. Acknowledges receipt of the sum of $39,193.58 in full satisfaction of her distributive share and entitlement under the Last Will; 4. Absolutely releases and discharges Jay A. Townsend, Executor of the Estate of Helen T. Hobbie, deceased, and her heirs and personal representatives, from any and all claims, rights and liabilities, now or in the future against the Estate and Personal Representative whether due to the Executor's negligence or otherwise, which she may have by reason of the administration of this Estate; 5. Agrees to refund on a pro-rata basis to the said Executor any portion of the distribution to which she is not properly entitled, and, to the extent of said distribution, to indemnify him for claims made against him as Executor, and to reimburse to him all expenses and costs incurred in connection with any such claims, of which she may hereafter receive Notice; 6. Declares that this instrument shall be legally binding upon her, her personal representative, successors and assigns; and 7. Consents to the recording and indexing of this Agreement in the Estate proceedings. IN WITNESS WHEREOF, I have hereunto set ~ with intent to be legally bound hereby this II , 2004. hand and seal,... /., day of ~U~ ':~ 71~ PATRICIA H. CARTER SSN: 202-42-6146 (SEAL) Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 }/. T, Name of Decedent: /70'/3/3/ E; ( /7Z~~CPJ Date of Death: Estate No.: 7; 03 -OLf 2.. ~ 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 0 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 0 No JX1 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 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orp Court and may be attached to this report. Date: S-?f 0:;- SignatUre Cu S~ c2>/?>"'V/6 C:S o Name -L C:-V, #/ C /~ 57: /s-'ft' ~ ?-e'S"" Address C/;T/Z-L/ 5'/~/ /4 r?-c/ 3 -7/7- -;;< ~ 3- 383/ Telephone No. c.:.' ..-. . '! r Capacity: 0 Personal Representative ~ Counsel for personal representative ,.) ~U\ L;\