The URL can be used to link to this page

Home My WebLink About04-0798REGISTER OF WILLS, CUMBERLAND COUNTY PETITION FOR GRANT OF LETTERS Estate of Richard C. Jones No, ~ ~-04- also known as , Deceased Social Security No, 187-16-6570 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 rix Decedent, dated 4/28/2004 and codicil(s) dated n/a __ named in the Last Will of the State relevant circumstances, eg., 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,t.a., d,b n ct.a.: pendente lite, durante absentia; durante minodtate) 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: Name Relationship O ~ Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her~ast family or principal residence at 20 North Twelfth Street, Apt 333, Lemoyne, Pennsylvania 17043 (list street, number and municipality) Decedent, then 83 years of age, died Jul,/29 ,2004 , at Holy Spirit Hospital (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ......................................... $ 26~000.00 (if not domiciled in PA) Persona~ property in Pennsylvania .................... $ (If not domiciled in PA) Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total .................. $ 26~000.00 Real Estate situated as follows: None Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: I Signature Typed or printed name and residence I ~~ ..~o. ¢~,~..,,- AnnabellS. Case 260 Rosewood Lane Harrisbur,q~ PA 17111 RW-7 his 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 photo~tat or photograph. Fee for this certificate, $2.00 P 10527918 Local Registrar JUL 2, 0 2004 Ne. Date COMMONWEALTH OF PENNSYLVANIA · ENT OF HEALTH · VITAL RE %{:3 CERTIFICATE OF DEATH ,,,,~%~;,,~ co LAW OFFICES OF STEPI-IT~N J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 WILL OF RICHARD C. JONES I, Richard C. Jones, of Lemoyne, Cumberland County, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and Codicils. 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. 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 Annabell S. Case; B. Should Annabell S. Case predecease me, I leave my estate to C. George Case. I appoint Annabell S. Case as Executrix of this my last Will. Should Annabell S. Case predecease me or cease to act in such capacity, I appoint C. George Case, as alternate of this my last Will. The Executrix of this Will shall have the power to distribute my estate in kind or in cash, or partly in either. I direct that no Executrix acting under this Will shall be required to enter bond in any jurisdiction. ~iN WITNE,?~ ~/FLEF~EOF, day of 6g: 6~ 9g ~t~ 170. I have hereunto set my hand this ,2004. Richard C. Jones LAW OFFICES OF STEP/II~N J. HOG~ 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ACKNOWLEDGMENT State of Pennsylvania County of Cumberland SS I, Richard C. Jones, the testator, 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. 15,ichard C. Jones/'/ Sworn to or affirmed aq,d~]cknowledgJi~,b_,~o~re)~e by Richard C. Jones, the testator this ~-~*~' day of ~Zv//~' , on n~. .,,.,,.. ---- ,v~um~ ~s~~ Nota~ Public/A~°rn~ AFFIDAVIT State of Pennsylvania ss County of Cumberland witnesses w~se na'~$s aio s[~ed to the aaacnoo or mre~oin~ instrument, boin~ duly qualifiod accordino to law, do doposo and say that wo wore pmsont and saw th~ testator si~n and oxecute the instrument as his last Will; that the testator si~nod willingly and executed it as his frae and volunta~ act for tho purposes therein oxpmssed; that oach subscribin~ witnoss in tho hearin~ and sight of tho tostator si~nod tho Will as a witness; and that to the host of our knowlod~e the testator was at that time ~ 8 or mom y~ars of a~o, of mind and under no constra~,?due influ~ce. Swgm to or affir~ ~cribod to bofore mo by witnossos, LAW OFFICES OF STEP~n~N 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 Richard C. Jones, as and for his last Will in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. ss WITNESS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF fNDIVIDUA,. TAXES DEPT 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV 1162 EX(11 96) NO. CD 004453 CASE ANNABEL S 260 ROSEWOOD LANE HARRISBURG, PA 17111 fold ESTATE INFORMATION: SSN: 18716-6570 FILE NUMBER: 2104-0798 DECEDENT NAME: JONES RICHARD C DATE OF PAYMENT: 1 0/01/2004 POSTMARK DATE: 10/01/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/19/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2,000.00 REMARKS: A CASE TOTAL AMOUNT PAID: $2,000.00 SEAL CHECK# 991 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REAGER & ADLER, PC ATTORNEYS AND COUNSELORS AT LAW 2331 MARKET STREET CAMP HILL, PENNSYLVANIA 17011-4642 717-763 1383 TELEFAX 717-730-7366 WEBSITE: ReagerAdlerPC.com THEODORE A ADLER + DAVIDW REAGER CHARLES E. ZALESKI LINUS E. FENICLE DEBRA DENISON CANTOR THOMASO WILLIAMS SUSANJ SMITH SUSANN CONFAIR JOANNEH CLOUGH THOMASJ ROZMAN TrFFANYM CARTWRIGHT PETER R. WILSON + Cefliiied Civil Trial Specialist September 30, 2004 Via Hand Delivery Register of Wills CumberlaNd County itanover and High Street Carlisle, PA 17013 RE: Estate of Richard C. Jones Estate File No.: 2004-00798 To the Register of Wills: Enclosed is a check in the amount of $2,000.00 to be applied towards the inheritance taxes in the above-captioned estate. LEF,/dmb Enclosure cc: A_nnabell Case Linus E. Fenicle CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Estate of Richard C. Jones Date of Death: July 19, 2004 PA File No. 21-04-0798 To the Register: I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 13, 2004. Name Annabel C. Case Address 260 Rosewood Lane Harrisburg, PA 17111 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except N/A Date: October/,/~ , 2004 Linus E. Fenicle, Esquire Reager & Adler, PC 2331 Market Street Camp Hill, PA 17011 (717) 763-1383 Counsel for Personal Representative I-- Z LU CI 'COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (~ST, FIRST, AND MIDDLE INITrAL JONES, RICHARD C. DATE OF DEATH (MM-DD-Year) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -0 4 0 7 9 8 1 8 7-1 6-6 5 7 0 0 DATE OF BIRTH (MM-DD-Year} 07/19/2004 12/10/1920 (iF APPUCASLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL) THJS RETURN MUST BE FILED IN DUpLk~TE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~-~1. O~inal Return ~--'] 4. Limited Estate ~]6. Decedent Died Testate p~ach copy of Wa) [] 9. L~ation Proceeds Received r'~2. Supplemental Retum [] 4a. Futura Interest Compromise {~ofe of ~ea~ alt~r 12.12.~2) [~7. Decedent Maintained a Living Trust (~ach copy of Trusl} [] 10. Spoesal Pove~ Credit (~a~e of ~ath beU~en ~2.3~.91 a.d 1.~.95) ]3. RemaioderRetum (dateofdeathpdorto12-13*82) [] 5. Federal Estata Tax Return Required 0__ 8. Total Number of Safe Deposit Boxes [] 11. Elec~on to tax under Sec. 9113(A) NAME LINUS E. FENICLE FIRM NAME (If Applicable) REAGER & ADLER~ P.C. TELEPHONE NUMBER 717-763-1383 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2} 3. Closely Held Corporation, Pa~emhip or Sole-PmprietomhJp (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Pemonal Pmped7 (5) (Schedule E) 6. Jointly Owned Pmper[y (Schedule F) (6) ] Separate Billing Requested 7. inter-Vivos Transtem & Miscellaneous Non-Probate Properly (7) (Schedule G or L) 8. Total Gross Assets (thta~ Lines 1-7) 9. Funeral Expanses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Morlgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (tetal Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) COMPLETE MAILING ADDRESS 2331 MARKET STREET 13. Cha~table and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been mode (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE BIDE FOR APPLICABLE RATES CAMP HILL 2;65000 (8) 8r417.57 7.87 (11) (12) (13) (14) 17011 15. Amount of Line 14 taxable st the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due o.oo x (15) O' OO X I (16) 0.OI3 x .12 (17) ¥75'. 3x (18) (19) 0.00 0.00 0.00 0.00 r Decedent's Complete Address: I$l~:Et:~l ADDRESS 20 NORTH TWELFTH STREET APT 333 C~TY LEMOYNE J STATE PA J ZIP 17043 (t) &?-/. Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable (2) ,."~.,/00. ~ O D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.00 4.If Line 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 0.00 5. If Une 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) ~'",.~/. ,~ A. Enter the interest on the tax doe, (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ,, ~'~/' ~ ~ 0.00 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 dght 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 Decomber 12, 1982, did decedent trensfer properly 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_prabate preperty which contains a beneficiary designation? ....................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEBULE G AND FILE IT AS PART OF THE RETURN, Under~,,&iJ~,~ofperju~y Ideclarelhat haveexamfoedthisrelurn, includi~sccompanyingsc~dulesands:,,t,=.~.L~ andfolh . .. ,~,. ~,.~, o~ preparer olhe~ Ihan Ihe personal representative is based on all inform e pest of my knowledge and be e it is t~ue ct~ and corn lete .... ' ' ationofwhichprepare hasanykno~ledge. ' ' P · Total Credits ( A + B + C ) SIGNATURE OF PERSON RESPONSISLE FOR FILING RETURN ADDRESS 260 ROSEWOOD LANE HARRISI~URG SIGNATURE OF PREP R .OTHER TH P AT. IV 2331 MARKET STRI~ET CAMP HILL DATE PA 17111 PA 17011 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% 172 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 decedenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S, §9'116(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 decedenrs 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. SCHEDULE B COMMONWEALTH OF PENNSYLVANIA ~TOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 21 04 All property jointly-owned with dght of survivorship must bs disclosed on Schedule F. JONES. RICHARD C, ITEM NUMBER 1. DESCRIPTION 58 Shares - Prudential Financial, Inc. 45.70 x 58 = $2650.60 TOTAL (Also enter on line 2, Recapitulation) (if more space Js needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 2,650.60 REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER JONES. RICHARD ¢, 21 04 0798 If an asset was made joint within one year of the decedent's date of death, it muet be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS A. ANNABELL S. CASE 260 ROSEWOOD LANE HARRISBURG, PA 17111 B C. GEORGE CASE C 260 ROSEWOOD LANE HARRISBURG, PA 17111 RELATIONSHIP TO DECEDENT JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROP~Kr Y % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMI!~,R DATE OF DBATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER, ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERF~ 1. A & B 7/02 WAYPOINT BANK 31,867.55 33. 10,516.2! Savings Account # 5500027772 2. A&B 7/02 WAYPOINT BANK 5,163.21 12 Month CD #7100030982 3 A&B 7/02 WAYPOINT BANK 5,163.21 12 Month CD # 7100030983 4. A 7/02 WACHOVIA 18,653.52 Checking Account #1010006113375 TOTAL (Arso enter on line 6, Recapitulation) $ ~ '~ ~ ~ 60, '79 sheets of the same size) REV-1511 EX + (12;99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JONES. RICHARD C, ITEM NUMBER 2. 3. 4. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 04 Debts of dacedent must ba repaxted on Schedule i. DESCRIPTION FUNERAL EXPENSES: W. Orville Kimmel Funeral Home, Inc. Blooms by Vickery Paxtang Diner - Wake dinner Romberger Headstones ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Pemonal Redresenta~e (s) Social Secedty Number(s)/EIN Number of Personal Representative(s) Street Address Ci~ State Year(s) Commission Paid: AttomeyFsas Reager & Adler, P.C. Family Exemption: (If decedent's eddmes is not the same as daimanfs, attach explanation) Claimant Zip StreetAddress c~ Relationship of Claimant to Decedent State Zip Prebata Fees Cumberland County Register of Wills Accountan['s Fees Tax Retum Preparer's Fees Cumberland Law Journal - legal advertising The Sentinel - legal advertising Wachovia - bank charge TOTAL (Also enter on Fine 9, Resapitulation} (if more space is needed, insert additional sheets of the same size) AMOUNT 6,851.00 106.00 127.07 98.00 1,000.00 85.00 75.00 63.50 12.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JONES. RICHARD SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 04 Include unrelmbursed medical expenses. ITEM NUMBER 1. DESCRIPTION Verizon - final bill 0798 VALUE AT DATE OF DEATH 7.87 TOTAL (Also enter on line 10, Recapitulation) J $ 7.8 ! (If mom space is needed, insert additional sheets of the same size) INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~ FiLE NUMBER JONES. NUMBER I. 1. 2 ~ICHARD (~, NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outfight spousa disl~ibutions and transfers under Sec. 9116 (a) (12)] ' Annabel S. Case 260 Rosewood Lane Harrisburg, PA 17111 C. George Case 260 Rosewood Lane Harrisburg, PA 17111 21 04 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Collateral Collateral 079~ AMOUNT OR SHARE OF ESTATE 100 Percent of Residue 1/3 of Certificates of Deposit 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (if more space is needed, insert additional sheets of the same size) PRU: Historical Prices for PRUDENTIAL FINL - Yahoo! Finance Page 1 of 2 _Yahoo! ~Yahoo! Mai~l J C{l~'l~_~ New User7 Siqn U~ Search Financ~e Home - He p Friday, October 3.5, 2004, 3:48P1',1 ET - U.S. Markets dose in 12 minutes. Welcome, Guest [SiQn In] To track stocks & r Quotes & Info Enter Symbol(s): e.g, YHOO, ^DJI Prudential Financial Inc (PRU) [~ Symbol Lookup I Finance Sear( At 3:28PH ET: 44.60 4, 1.11 (2 Free Trades Get FREE Streame~r Historical Prices SET DATE RANGE Start Date. Jul 14 · 2004 Eg. Jan 3., 2003 o:JUi i4 End Dat 2004 [ Get Prices I $8 Trade`s Just $500 to Ope_n! Get Historical Prices for Dally Weekly Monthly Dividends Only ADVERTISEMENT PRICES Date '14-dul-04 First I Prev I Next I Last Open High Low Close Volume Adj Close* 45.44 46.12 45.27 45.70 1,090,300 45.70 * Close price adjusted for dividends and splits. First I Prey I Next I Last r~ Download To S readsheet http://finance.yahoo.com/q/hp?s=PRU&a=06&b= 14&c=2004&d=06&e= 14&f=2004&g=d 10/15/2004 ;TEPH'E~N j. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 'i7013 WILL OF RICHARD C. JONES I, Richard C. Jones, of Lemoyne, Cumberland County, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and Codicils. 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. 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 Annabell S. Case; B. Should Annabell S. Case predecease me, I leave my estate to C. George Case. I appoint Annabell S. Case as Executrix of this my last Will. Should Annabe[I S. Case predecease me or cease to act in such capacity, I appoint C. George Case, as alternate of this my last Will. The Executrix of this Will shall have the powe'r to distribute my estate in kind or in cash, or partly in either. . IN WITNESS,~CJ?-[EITFOF' ~day of I direct that no Executrix acting under this Will shall be required to enter bond in any jurisdiction. I have hereunto set my hand this ,2004. Richard C. Jones f'/ V ,TEPHEN 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 Richard C. Jones, as and for his last Will in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. WITNESS k LAW OFFICES OF TEPII~N J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 State of PennsYlvania County of Cumberland ss i, Richard C. Jones, the testator, 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. · . Sworn to or affirmed a~.dAlcknowledge~b¢ore%e bv Richard C. Jones, the testator, this --~-o~'' day of ~'~" ' - · ...Notaw Public/Attorn~ AFFIDAVIT State of Pennsylvania ss County of Cumberland w ~nesses wnose names are sig~ed to the a~ached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his last Will; that the testator signed willingly and executed it as his free and voluntaw act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Will as a witness;, and that to th~ best of our knowledge the testator was at that time 18 or more years of age, of mind and under no constraint~8~due infiu~ce. Sw~En to or affirmed 8u~cribed to before me by witnesses, .CUMBERLANDCOUNTY INVENTORY Estate of JONES~ RICHARD C. also known as , Deceased No. 21 04 0798 Date of Death 7/19/2004 Socia Security No. 187166570 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 ail 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 vedfy 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 unswom falsitication to author[ties. Name of Attomey: LINUS E. FENICLE I.D. No.: 20944 Address: 2331 MARKET STREET CAMP HILL PA 17011 Telephone: 717-763-1383 Personal Representative: ANNABEL S. CASE Dated Description WayPoint Bank - Savings Account #5500027772 WayPoint Bank - 12 Month CD #7100030982 WayPoint Bank - 12 Month CD #7100030983 Wachovia - Checking Account #1010006113375 Prudential Financial, Inc stock (Attach Additional Sheets if necessary) Total Value 10,516,29 1,703.86 1,703.86 9~3.26.76 2;650.60 25,901.37 include the value of each item, but such figures should not be extended into the total of the ~nventory. RW-4 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 REV-1162 EX(11 96) NO. CD 004534 FENICLE LINUS E ESQ REAGER & ADLER PC 231 MARKET STREET 1265 CAMP HILL, PA 17011 ESTATE INFORMATION: SSN: 187-16-6570 FILE NUMBER: 2104-0798 DECEDENT NAME: JONES RICHARD C DATE OF PAYMENT: 10/22/2004 POSTMARK DATE: 10/22/2004 COUNTY: CUMBERLAND DATE OFDEATH: 07/19/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $521.39 TOTAL AMOUNT PAID: $521.39 REMARKS: SEAL CHECK#992 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Richard C. Jones Date of Death: Julv 19. 2004 ,--) Pile No.: 21 04-0798 I '" _ co Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report th\l:f!5l1owiEg with respect to completion of the administration of the above-captioned estate: . '. ~j -.....i 1. State whether administration of the estate is complete: f'.J \.D l''') Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes No X B. The separate Orphans' Court No. (if any) for the personal representative's account is: C. Did the personal representative state an account informally to the parties in interest? Yes X No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of t e Orphans' Court and may be attached to this report. ~ f7JJ ,d /.plt?~ I~ Date: Linus E. Penicle, Esquire Reager & Adler, P.c. 2331 Market Street Camp Hill, PA 17011 (717) 763-1383 Counsel for Personal Representative ; BUREAU OF INOIVIDUAL TAXES INHERITANCE TAX DIYISION PO BOX 2811601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-1607 EX AFP I1Z~O~) "-, ') .^._J DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-24-2005 JONES 07-19-2004 21 04-0798 CUMBERLAND 101 RICHARD C LINUS ,E FENICLE REASER & ADLER 2331 MARKET ST CAMP HILL Allount Rellitted PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: RESISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account} submit the upper portion of this for.. with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... ~~:r&~,r.!5r.A~~..rGl~.6!'........;.."fA~!~f1r"fA5r.~tA"f!~.~.Af1:60~...j(...................... ESTATE OF JONES RICHARD C FILE NO.21 04-0798 ACN 101 DATE 01-24-2005 THIS STATEMENT IS PROVIOED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE, SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE, DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-20-2004 PRINCIPAL TAX DUE:. 2,621.39 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-01-2004 \ CD004453 105.26 2,000.00 10-22-2004 CD004534 .00 521.39 01-10-2005 " REFUND .00 5.26- TOTAL TAX CREDIT 2,621. 39 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $lJ NO PAYHENT IS REQUIRED. ~ IF TOTAL DUE IS REFLECTED AS A "tREDlpW (CR).. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )