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HomeMy WebLinkAbout03-0621ROBERT H. LONG, JR.z DEAN F. PIERMATTEI SHERILL T. MOYER KENNETH L. 3DEL~' JAN P. PADEN DEBRA M. KRIETE RICHARD B. WOOD TODD ]. SHILL LAWRENCE B. ABRAMS IIIz DAVID M. BARASCH ]. BRUCE WALTER THOMAS J. NEHILLA JOHN P. MANBECK ROBERT ]. TRIBECK FRANK ]. LEBER TIMOTHY J. NIEMAN PAUL A. LUNDEEN LORI J. McELROY ]ACK F. HURLEY, IR. KEVIN M. GOLD CARL D. LUNDBLAD DAVID B. DOWLING .)AMES E. ELLISON DAVID F. O'LEARY RICHARD E. ARTELL DAVID O, TWADDELL PAUL J. BRUDER, ]Rtl CHARLES ]. FERRY JOANNE BOOK CHRISTINE STANLEY A. SMITH MICHAEL W. WINFIELD3 lENS H. DAMGAARDz KATHRYN G. SOPHY~ DRAKE D. NICHOLAS STEPHANIE E. DIVITTORE THOMAS A. FRENCH KATHLEEN D. BRUDER'~'s DEAN H. DUSINBERRE CHRI~I'YLEE L PECK DONNA M.], CLARK JOHN M. COLES CHARLES E. GUTSHALL HEATHER Z. KELLY PAUL F. WESSELL ]AMES ]. JARECKI SHAWN D. LOCHINGER JENNIFER ZIMMERMAN .]AMES H. CAWLEY ALSO ADMITTED TO THE DISTR:CT OF COLUMBIA BAR ALSO ADMITrED TO THE FLORIDA BAR ALSO ADMITTED TO THE MARYLAND BAR ALSO ADMITTED TO THE NEW 1ERSEY BAR ALSO ADMITTED TO THE NEW YORR BAR ~HOAD~ ~ S~ON LLP ATTORNEYS AT LAW TWELFTH FLOOR ONE SOUTH MARKET SQUARE P.O. BOX 1146 HARRISBURG, PA 17108-1146 TELEPHONE (717) 233-5731 FAX (717) 232-1459 E M A I L krneals@rhoads-sinon.com W E B S I T E: www.rhoads-sinon.com July 29, 2003 Re: Estate of May Baugher Wright OF COUNSEL HENRY W. RHOADS RETIRED JOHN C. DOWLING PAUL H. RHOADS 1907-1984 FRANK A. SINON 1910-2003 JOHN M. MUSSELMAN 1919-1980 CLYLE R. HENDERSHOT 1922-1980 DIRECT DIAL NO. (717) 231-6671 FILE NO. 8623/01 Register of Wills Cumberland County Courthouse High and Hanover Streets Carlisle, PA 17013 Dear Sir or Madam: We are submitting to you for probate the original Will and Codicil of May Baugher Wright who passed away on May 8, 2001, a resident of Cumberland County. Enclosed are the following documents: 1. Original Will. 2. Original Codicil. 3. Death Certificate. 4. Oath of Subscribing Witness Form. 5. Petition for Grant of Letters. 6. Estate Information Sheet. o Check in the sum of $75.50 representing payment of probate fee of $25.00; the cost of five (5) short certificates ~ $3.00 each ($15.00); the will fee of $15.00; the codicil fee of $10.50 and JCP fee of $10.00. 4817521 YORK: AFFILIATED OFFICE: LANCASTER STE. 203, 1700 S. DIXIE H WY, BOCA RATON FL 33432 TELEPHONE (717) 843-1718, FAX (717) 232-1459 TELEPHONE (561) 395-5595, FAX (561) 395 9497 TELEPHONE (717) 397-4431. FAX I~l?) 232-1459 ROBERT H. LONG, JR. SHERILL T. MOYER JAN P. PADEN RICHARD B. WOOD LAWRENCE B. ABRAHS III J. BRUCE WALTER JOHN P. MANBECK FRANK J. LEBER PAUL A. LUNDEEN JACK F. HURLEY, JR. DAVID B. DOWLING DAVID F. O'LEARY DAVID O. TWADDELL CHARLES J. FERRY STANLEY A. SMITH JENS H. DAMGAARDz DRAKE D, NICHOLAS THOMAS A. FRENCH DEAN H. DUSINBERRE DONNA M.J. CLARK CHARLES E. GUTSHALL PAUL F. WESSELL SHAWN D. LOCHINGER JAMES H. CAWLEY DEAN F. PIERHATTEI KENNETH L. JOEL~ DEBRA M. KRIETE TODD J. SHILL DAVID M. BARASCH THOMAS J. NEHILLA ROBERT J. TRIBECK TIMOTHY J. NIEMAN LORI J. McELROY KEVIN M. GOLD CARL D. LUNDBLAD JAMES E. ELLISON RICHARD E. ARTELL PAUL J. BRUDER, ]Rtl JOANNE BOOK CHRISTINE MICHAEL W. WINFIELD~ KATHRYN G. SOPHY~ STEPHANIE E. DIVITTORE KATHLEEN D. BRUDER*'s O-IR/ST'fLEE L. PECK X~HN M. COLES HEATHER Z. KELLY JANES 3. JARECK] .JENNIFER Z~MMEpjVlAN IALSOADHITI'ED TOTHEDISTRICT OF COLUMBIA BAR 2ALSOADHII~'ED TOTHEFLORIDA BAR 3ALSOADNII~ED TOTHEI4ARYLAND BAR 4 ALSO ADHITTED TO THE NEW JERSEY BAR S ALSO ADHITTED TO THE NEW YORK 8AR ATTORNEYS AT LAW TWELFTH FLOOR ONE SOUTH MARKET SQUARE P.O. BOX 1146 HARRISBURG, PA 17108-1146 TELEPHONE (717) 233-5731 FAX (717) 232-1459 E M A I L kmeals@rhoads-sinon.com W E B S I T E: www.rhoads-sinon.com July 29, 2003 Re: Estate of May Baugher Wright OF COUNSEL HENRY W. RHOADS RETIRED JOHN C. DOWLING PAUL H. RHOADS 1907-1984 FRANK A. SINON 1910-2003 JOHN M. MUSSELMAN 1919-1980 CLYLE R, HENDERSHOT 1922-1980 DIRECT DIAL NO. (717) 231-6671 FILE NO. 8623/01 Register of Wills Cumberland County Courthouse High and Hanover Streets Carlisle, PA 17013 Dear Sir or Madam: We are submitting to you for probate the original Will and Codicil of May Baugher Wright who passed away on May 8, 2001, a resident of Cumberland County. Enclosed are the following documents: 1. Original Will. 2. Original Codicil. 3. Death Certificate. 4. Oath of Subscribing Witness Form. 5. Petition for Grant of Letters. 6. Estate Information Sheet. Check in the sum of $75.50 representing payment of probate fee of $25.00; the cost of five (5) short certificates ~ $3.00 each ($15.00); the will fee of $15.00; the codicil fee of $10.50 and JCP fee of $10.00. 481752 I YORK: AFFILIATED OFFICE: LANCASTER STE. 203, 1700 S. DIXIE HWY, BOCA RATON FL 33432 TELEPHONE (717) 843-1718, FAX (717) 232-1459 TELEPHONE (561) 395-559S, FAX (561) 395-9497 TELEPHONE (717) 397-4431, FAX ('17) 232-1459 July 29, 2003 Page 2 We have also enclosed an extra copy of the Petition for Probate, the Oath of Subscribing Witness and Estate Information Sheet, that we ask that you time stamp and return to us. If you have any questions or comments regarding the enclosed filing, please contact the undersigned. Very truly yours, RHOADS & SINON LLP By: CKi4nl:ef~ly A.~Me s Legal Assistant Enclosures cc: Dennis A. Ebbert, Executor Stanley A. Smith, Esquire Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of May Bau,qher Wri,qht also known as No. Petitioner, who is 18 yearn of age of older, applies for: , Deceased Social Security No. 195-07-0815 Dennis A. Ebbert (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner is the executor named in the Last Will of the rxrxrxr~ Decedent, dated November 8, 1984 and codicil dated February 2, 1998 State relevant circumstances, 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 incompetent: No Exceptions J--~ B. Grant of Letters of Administration (d.b. mc.t.a.: pendente lite; dui'ante absentia; durante minodtnte) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence J (COMPL[: rE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at Bethany Villa.qe, 325 Wesley Drive, Lower Allen Township, Mechanicsbur.q, 17055 (list street, number and municipality) Decedent, then 94 years of age, died May 8 , 2001, at Bethany Village, Lower Allen Township, Cumberland County, Pennsylvania (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ........................................................................................... $ 3,500.00 (If not domiciled in PA) Personal property in Pennsylvania ..................................................................... $ N/A (If not domiciled in PA) Personal property in County ............................................................................... $ N/A Value of real estate in Pennsylvania ............................................................................................................................ $ 0.00 Total ................................................................................................................... $ 3,500.00 Real Estate situated as follows: None Wherefore, Petitioner respectfully requests the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature iyped or printed name and residence J Dennis A. Ebbert ~ ~'~~ 319 Rake Factory Road Bi~llerville, PA 17307 Form RW-1 Page 1 of 2 (Dauphin County) - Rev. 9/92 479695.1 Oath of Personal Representative Commonwealth of Pennsylvania County of The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the Decedent, Petitioner will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this. ~,~-~ day of ~,,' 2003 Dennis A. Ebbert Social Securi~ No: AND NOW, ~. ~o ,200~ , in consideration of the Petition on the reverse side hereon, ~tis~cto~ proof having been presented before me, IT IS DECREED that Le~ers ~ Testamenta~ ~ of Administration are hereby granted t(~<~,~ in the above estate and that the instrument(s) dated ~,t\ '. \\-~-- t5 ~o~,, c-,t ,. ,z-.a- 0~$~ described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... $ 15.oo Short Certificate(s) .......... Renunciation .................. $ Affidavit ( ) ................. $ Extra Pages ( ) ............ $._[...~_~ Codicil ..........................$ iD, ~O JCP Fee ........................ $ IO .©L_~ Inventory ....................... $ Other ............................$ TOTAL ................ Form RW-1 Page 2 of 2 (Dauphin County) - Rev. 9/92 $ -15,5o R~ter of Wills . r'- (~U Attorney: StanleyA. Smith I.D. No: 33782 Address: Rhoads & Sinon LLPt PO Box 1146 I South Market Square, Harrisburq, PA 17108-1146 Telephone: 717-233-5731 Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS Estate of also known as May Bau.qher Wr ,qht , Deceased No. ~- 0 3 - ~;L~ 481438.1 Stanley A. Smith and Yvonne R. Durham (each) a subscribing witness to the [] codicil [] will presented herewith, being duly qualified according to law, depose(s) and say(s) that he/she was present and saw the above Testatrix sign the same and that he/she signed as a witness at the request of Testatrix in her presence and [] in the presence of each other and [] in the presence of the other subscribing witnesses. Stan~' Sworn to or affirmed and subscribed before me this ~¢o/~ dayof , I~o~r~'Pdb~c ~/ My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) 436 Woodcrest Drive Mechanicsbur,ql PA 17055 (Address) p (Signature) R. Durham emlock Lane A 17025 (Address) NOTE: To be taken by officer authorized to administer oaths. Please have present the odginal or copy of Instrument(s) at time of notarization. FormRW-12(Dauphi.¢~,,.,. ~o.. o/on? NO~i~ c,~ of Han~burg, Oaup~ County My Commls,sk3n Expires Mar. 11,2007 Member, Pennsylvania Associa~n Of Nola~s his is to certify that the information here given is correctly copied fi'om 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 illoga} to duplicate this ¢op¥ by photostat or photograph. Fee for this certificate, $2.00 P 7281657 No. Lo~ai ~egistrar - l~A¥ 1~ 11181 Date COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH I ,5-30-1906 ~.PA ~m Cumberland~c~.susu,~=~,~ ~echanicsburg ,. Bethany Village '~'--'~"~'" ' I,,. White .~ Homemaker ,,~. Domestic ,, 0 ~s*, Widow~ Deceased ~u~ '~'- ~ PA .~.~ . . 325 Wesley Dr. .~ ,~Mechanicsburg, PA 17055 ~' ,~.~. Cumberland ~ ,~.~~ Mechanicsburg ,,. Henry G. Bauqher Lillie Weaner ~. Dennis Ebbert, Nephew m 318 Rake Factory Rd., Biglerville PA 17307 I '" ~.~ ~.~,. ~l .... Ma;, 5, 2001 ,,..Smithsburq____~..~.Crematory , .... Smithsburq, ND ,lVS3 ~.~.,.~o~~~ ·'' _ .~In,. 08555-L m. Monahan Funeral >~ ~ , Gettysburg, PA 172 ~.~ ...... ~ ~ ~ ~ ¢ ~ ~,._~. ~.~ ~,.., ,~ ,~. ~,. ~ ,,.,~ Home ~:%~ ............. ~'~'" ,()~x ~ ~ ) I~"'~""" ~~' ,,. o~y/ A, ..,,,. ~ ~A~E~E ~: ~. ~ ~ ~te ~ ~ ~ ~ AC~E~E ~: II ,. ' .............................................................. 25 105.805 REX.; 9/86 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 No. ' - ~0cal' R~gistra~' Date COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH · ~ L ~.,~.,~ I ~- , c~ J ~ i ~ I ~ ; ~ ,~,~-~ I ~'~ ,,~ Educator Edu...~_ ' "t ...... I,t ,,. "'" 1Z 5+ *-,, [..marrxed JRennis Ebbert v ~aKe uac~ory Road Biglerville, Pa. 17307 ~ '~ ....... ~ ~ ~ut~er ,* ,.. Isaac N. Ripley Eva Baugher ~,~ Dennis ~ Ebber,~,~_~ 319 Rake Factor, Road Bi lerville Pa. 173( ,,~ --.. ~],,tMay 22, 1999 ,9~k Lawn Memorial Gardens Gert sbur Pa. 1732 I- I- l- ' J J~,-~ I~. I~. ~ , ' ...... ' .......... ' .......................... ~ zt.~-~o m ' ~ ~ b,* ~ I~ /~N ( - . ~ ~ · . CODICIL TO THE LAST WILL AND TESTAMENT O__F MAY BAUGHER WRIGHT I, MAY BAUGHERWRIGHT, of Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be a Codicil to my Last Will and Testament dated November 8, 1984. ITEM I: I hereby revoke ITEM IX of my said Last Will and Testament and replace it with the following new ITEM IX: ITEM IX: I hereby appoint my niece, JOYCE Ro EBBERT, as Executrix of this Will. If for any reason my niece should fail or cease to act, I appoint her husband, DENNIS A. EBBERT, and if he should fail or cease to act, DAUPHIN DEPOSIT BANK AND TRUST COMPANY, with offices in Dauphin County, Pennsylvania, as Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this Codicil to my Last Will and Testament, consisting of this one (1) page, this day of ~u,'~ , 1998. · '" ~ ' ~ ~ 9 ' ) ,~ ~ I_~ ~' - May ~augher Wright / We, the undersigned, hereby certify that the foregoing Codicil was signed, sealed, published and declared by the above-named Testator as and for a Codicil to his Last Will and Testament, in the presence of us, who at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the~ execution ~th,ereof, the said Testator was of sound and disposing mind and Residing at: (SEAL) (SEAL) Residing at: 113151 CODICIL TO THE LAST WILL AND TESTA2~ENT OF MAY BAUGHER WRIGHT ATTORNEYS AT Law ONe SOUTH MARKET SQUARE P.O. BOX il4~5 HARRISBURG, PA 17108-Ii46 SAS/YFWL2/10-31-84/yf . .. LAST WILL AND TESTAMENT OF MAY BAUGHER WRIGHT I, MAY BAUGHER WRIGHT, of Bethany Village, Lower Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously made. ITEM I: Ail inheritance, estate and similar taxes becoming due by reason of my death ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM IV of this Will as an expense and cost of administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. ITEM II: I hereby exercise all powers of appointment which I may have at the time of my death in favor of my Executor, and all property subject to all such powers of appointment shall be included in my estate and be governed by the provisions of this Will. Page 1 of 5 pages. ITEM III: I give and bequeath all of my household furniture and furnishings, books, pictures, jewelry, china, crystal, appliances, silverware, wearing apparel and all other like articles of household or personal use or adornment to my niece, JOYCE RIPLEY EBBERT, now of Biglerville, Pennsylvania, if she survives me. If she does not survive me, I give such articles to her issue, per stirpes, in as nearly equal shares as they shall select under the supervision of my Executor. If any such articles cannot be fairly divided or distributed in kind in the opinion of my Executor, such articles shall be sold and the proceeds thereof shall pass as a part of my residuary estate. ITEM IV: I give, devise and bequeath all the rest and residue of my property, real, personal and mixed, not disposed of in the preceding portions of this Will, to my niece, JOYCE RIPLEY EBBERT, if she survives me; or if she does not survive me, to her issue, living at my death, per stirpes. ITEM V: No interest in income or principal of my estate shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate prior to the beneficiary's actual receipt thereof. My Executor shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be specifically provided herein), pledging or assignment by any beneficiary of my estate Page 2 of 5 pages. and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. ITEM VI: Any person, who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. ITEM VII: In the settlement of my estate, my Executor shall possess, among others, the following powers to be exercised for the best interests of the beneficiaries: (a) To retain any investments I may have at my death so long as my Executor may deem it advisable to my estate so to do. (b) To vary investments, when deemed desirable by my Executor, without being restricted to so-called "legal investments." (c) In order to effect a division of the principal of my estate or for any other purpose, including any final distribution of my estate, my Executor is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my estate, any or all real or personal estate or interest therein owned by my estate severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or Page 3 of 5 pages. liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in this Will. (e) To borrow money from any party, including my Executor, to pay indebtedness of mine or of my estate, expenses of administration, Death Taxes or other taxes. (f) To pay all costs, Death Taxes or other taxes, expenses and charges in connection with the administra- tion of my estate, and my Executor shall pay the expenses of my last illness and funeral expenses. ITEM VIII: If at any time any minor shall be entitled to receive any assets free of trust by reason of my death, whether payable hereunder, by operation of law or otherwise, I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Harrisburg, Pennsylvania, as Guardian of such assets authorized by law payable to such minor. The Guardian may receive, administer and shall have full authority to use such assets, both principal and income, in any manner the Guardian shall deem advisable for the best interests of the minor, including college, university, graduate or other education, without securing a court order. The Guardian shall have all the rights and privileges in its capacity as Guardian as are herein granted to my Executor as to my estate. ITEM IX: I hereby appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Harrisburg, Pennsylvania, as Executor of this Will. Page 4 of 5 pages. ITEM X: My Guardian and Executor shall qualify and serve without the duty or obligation of filing any bond or other security. My Executor shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding four (4)pages, this ~ day o f~ , 1984. Baughe~/Wright u We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound ~~_~~mo r y . ~ /~'_~f'~//~'~ ,~~// ( S E A L ) ~ (SEAL) (SEAL) Page 5 of 5 pages. COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF ~.J~ ~J ) · -7~qO~nO~ 3-~-J~d~, and ~~ J. ~%~, the Testatrix and the witnesses respectively, whose names are signed to the foregoing instrument· being first duly sworn according to law, do hereby declare to the undersigned officer that the Testatrix signed the instrument as her Last Will and Testament and that she signed voluntarily and that each of the witnesses in the presence of the Testatrix at her request, and in the presence of each other· signed the Will as a witness and that to the best of the knowledge of each witness the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Witness SUBSCRIBED AND ACKNOWLEDGED before me by MAY BAUGHER WRIGHT, the Testatrix, and subscribed and sworn to before me by , the witnesses, on the ~q&' day of Harrisburg, Dav?ifin County My Comm[ssi:~.n Expires ,':)ct, 3, 19~7 LAST WILL AND TESTAMENT OF MAY BAUGHER WRIGHT I~/IOAD8 ~ ~INON P. O. BOX II46 HARRISBURG, PA 17108-1146 Name of Decedent: Date of Death: Will No. 2003-00621 To the Register: CERTIFICATE OF NOTICE UNDER RULE 5.6(a) May Baugher Wright May 8, 2001 Adm. No. 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 August 20, 2003. Name Address Nathan Grant Ebbert Nicole Denise Ebbert Biesecker 1153 Hearthridge Lane York, PA 17404 319 Rake Factory Road Biglerville, PA 17307 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NO EXCEPTIONS Date: August 20, 2003 Signature: Name: Address: Telephone: Capacity: X Sinon LLP One Soutl~ Market Square, 12th Floor P. O. Box 1146 Harrisburg, PA 17108-1146 (717) 233-5731 Personal Representative Counsel for Personal Representative 483050.1 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estateof MayBau,qherWrght No. 0621 of 2003 also known as Date of Death May 8, 2003 Social Security No. 195-07-0815 , Deceased I, DENNIS A. EVERT Personal Repmsentativa of the above Estate, deceased, vadfy 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 valse§on placed oppceite each itam of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I vedfy that the statements made in this Inventory are t~e and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities. Attomey: Stanley A. Smith, Esquire LD. No.: 33782 ~' ,,~------~/"~Da fa Address: Rhoads & Sinon LLP, P.O. Box 1146 X ~ Harrisburg, PA 17108-1146 Dennis A. Ever~ Telephone: (717) 233-5731 Deschption Cash & Cash Equivalents PNC Bank Account #50-8003-4835 Miscellaneous Wesley Affiliated Services, Inc., reimbursement of balance in resident's Account at Bethany Village The Fidelity Mutual Life Insurance Company policy #0532696, life insurance payable to Estate (designated beneficiary predeceased May Baugher Wdght) Wesley Affiliated Services, Inc. refund personal care account (Attach Additional Sheets if necessary) Total: Value $ 331.54 2,933.61 838.75 60.75-r ~ ~,164.65 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. COMMONWEALTH OF PENNSYLVANIA DEPAR3MENT OF REVENUE DEPT. 280601 HARRISSURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICtN-USEONLY FILE NUMBER COUNTYCODE 21-03-0621 YEAR NUMBER DECEDENTS NAME (LAST, F~RST, AND MIDDLE iNITIAL) SOCIAL SECURI~' NUMBER ~' Wright May Baugher 195-07-0815 Z ILl DA~ OF DEATH (MM-DO-YEAR) DA~ OF BIRTH (MM-OD-YEAR) 7HIS RE3%I~ MUST BE FIRED IN DUPtlCATE WITH THE kU 5/8/2001 5/30/1906 REGISTER OF WILLS 0 iii F APPLICABLE) SURVIV NG SPOUSE~ NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER C3 ' Z z {~ 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return (date of dearn ;~ric~ to 12-~3-82) ----]4. Limited Estate [~ 4a. Future Interest Compromise (da~e of death after 12-12-82) [] 5. Federal Estate Tax Return Required [--~ 6. Oecedent Died Testate (AItach copy o~ Will} [--~ 7. Decedent Maintained a Living Trust (A~ach c~oy of Trust) L 8. Total Numbe~ of Sa~ Deposit Boxes [~ 9. Ldigat~on Proceeds Received [] 10, Spousal Poverty Credit (da~e ol dea,h ~.,wee. ~2-3~-~ *~ ~-~-;~) [~] 11. Election ~o tax u nde' Sec. 9113(A)(A,,~c. s=. ol THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:. NAME Stanley A. Sm/th, Esquire FIRM NAME (If Applicable) X{hoads & Sinon LLP ~ELEPHCNE NUMBER 717 -231-6677 COMPLETE MNLING ADDRESS One S. Market Square, P. O. BOX 1146 Harrisburg, PA 17108-1146 1. Real E stata (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Co~p<xati¢xl, Partnership or So~e-Proprt[tc~ship (3) 4. Mortgages & Notas Receivabt[ (Schedule D) (4) 5. Cash, Bank Deposit[ & Misceilanecus Personal Property (Schedule E) (5) 6. J~ Owned ProBErty(Schedut[ F) (6) ~ Separate Billing Requested 7. Inter-Vivos Transf~'s & Miscellaneous Non-Probate Pn~oerty (7) (Schedule G or L) 8. Total Gross Assets (Iotal Lines 1-7) 9. Fun e~al Expenses & Administrative Costs (Scheduta H) (9) 10. Dehts of Decedent, MC~tgageLieqW~es,&Liens(so~e~ulel) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9t 13 Tmsta for which an eiectk~3 to tax has n(X been mede (Schedut[ J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (11) (12) O FFICJAL USE ONLY 3',325.90 4,164.65 (838.75) 0.00 (838.75) (13) (14) SEE INSTRUCTIOn. S ON REVERSE SIDE FOR APPLICABLE RATES 19, Tax Due 0.00 x.0 0 (15) 0.00 x.0 45 (16) 0.00 x.12 (17) 0 · 00 x .15 (18) (19) 0.00 0.00 0.00 0.00 0.00 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 3W4645 1 Decedent's Complete Address: 325 Wesley Drive Mechanicsburg Tax Payments and Credits: 1, Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 0.00 B. Pdor Payments 0.00 C. Discount 0.00 3. Interest/Penalty if applicable D. Interest 0 o 00 E. Penalty 0.00 Total Credits (A + B + C) (2) Total Interest/Penaity (D + E) (3) (1) 0.00 0.00 0.00 0.00 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference, This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund (4) 5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the taxdue. (54) 0.00 0.00 B. Enter the tota of L ne 5 + 54. This is the BALANCE DUE. (5B) Make Check Payable to: ~ OF WlLLS~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; ....................... r~[ r~ b. retain the right to designate who shall use the property transferred or its income; ......... E~ E~ c, retain a reversionary interest; or ................................ [~3 [] d. receive the promise for life of either payments, benefits or care? ................. r~] ~-~ 2. if death occurred after December 12. 1982. did decedent transfer propertywithin 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 progerty which contains a beneficiary designation? ................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT A~ PANT OF THE RETURN. c/o ~hoa_d.~ ~_.~i~=p, p.o.-ox 1146 Rhoade~a---~non~ff,,.t'/P, P. O. Bo~ 1146 Harrisburg, PA Harrisburg, PA 17108 17108 [72 P.S. § 99t 6 (a) (1.1) (i}]. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER May Baugher Wright 21-03-0621 Include the proceeds of littgation and the d~e the pr~eed s were r~ei,~d by the est~e. Nlpmpertyjointly~wnedwiththerightofsu~ivomhipmust~ di$closedonScheduleF. ITEM NUMBER DESCRIPTION Wesley Affiliated Services, Inc., reimbursement of balance in resident's account at Bethany Village PNC Bank Acct. #50-8003-4835 Wesley Affiliated Services, Inc., refund personal care VALUE AT DATE OF DEATH 2,933.61 331.54 60.75 TOTAL (Also enter on line 5, Recapitulation) 3,3 2 5.9 0 3W46AD 1 000 (If more space is needed, insert edditiona/sheets of the same size) COMMONWEALTH OF PENNSYLVANIA iNHERITARCE TA~ RETtJRN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER May Baugher Wright 21-03-0621 Debts of decedent must be reported on Scbedule I. ITEM NUMBER A. 5. 6, 7. 1 DESCRIPTION FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Repmset~tative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State ZJp Relationship of Claimant to Decedent Probate Fees Tax Return Preparer's Fees Cu~nberland Law Journal Adertising Grant of Letters Testamentar~ Total from continuation pages AMOUNT 300.00 1,750.00 75.50 75.00 242.53 TOTAL (Also enter on line 9, Recapitulation) $ 2. 443.03 3W46AG 1.000 (If more space is needed, insert additional sheets of the same size) Schedule H part 2 (Page 2) Estate of= May Baugher Wright No. Description Amount 2 3 Rhoads & Sinon LLP Reimbursement for out-of-pocket expenses The Patriot & Evening News Advertising grant of Letters Testamentary 113.04 129.49 Total (Carry forward to main schedule) 242.53 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER May Baugher Wright 21-03-0621 Include unreimbursed medical expenses. ITEM NUMBER D~SCRIPTION Department of Public Welfare Claim for restitution of medical assistance VALUE AT DATE OF DEATH 1,721.62 TOTAL (Also enter on line 10, Recapitulation) ~ 1,721.62 3W46AH 1000 (if more space is needed, insert additional sheets of the same size) R6V-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER May Baugher Wright 21-03-0621 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Intestate Estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REVo1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUT]ONS UNDER SECT]ON 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 0.0 0 3W46AI 1 000 (If more space is needed, insert additional sheets of the same size) BUREAU OF ZNDZVZDUAL TAXES /NHERZTANCE TAX DTVlSZON DEPT. 1806nl HARRTSBURg, PA 17118-0601 COMMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX REV-i$~7 EX AFP STANLEY A SMZTHUESQ''~u~ RHOADS ~ SZNON PO BOX 11~6 ,, HBG ~t:!~A 17108 DATE 11-01-200q ESTATE OF NRIGHT DATE OF DEATH 05-08-2001 FILE NUMBER 11 05-0621 COUNTY CUMBERLAND ACN 101 I A.oun~ Ra.i~ad MAY B MAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGZSTER OF NZLLS CUMBERLAND CO COURT HOUSE CARLZSLE, PA 17015 CUT ALONG THZS LZNE ~ RETAIN LONER PORTZON FOR YOUR RECORDS -~ REV-15q7 EX AFP (01-03) NOTZCE OF INHER/TANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF NRIGHT MAY B FILE NO. 21 05-0621 ACN 101 DATE 11-01-2004 TAX RETURN HAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATTON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S*ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par*narship Zn~ares~ (Schedule C) ($) ~. Mortgages/No'as Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) 6. Jointly O~ned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al AssaYs APPROVED DEDUCTIONS AND EXENPTZONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage LAabili*ies/Liens (Schedule [) (20) 11. To,al Daduc~Aons 12. Ne~ Value of Tax Re~urn $z~25.90 O0 O0 NOTE: To insure proper O0 cradt~ ~o your account, O0 sub~1~ ~he upper portion O0 of ~his fore wi~h your ~ax payean~. O0 (8) 15. lq. NOTE: ASSESSMENT OF TAX: 15. Amoun~ of Line lq a~ Spousal ra~e 16. Amoun~ of Line lq ~axable a~ Lineal/Class A ra~a 17. Amoun~ of Line lq a~ Sibling ra~a 18. Aeoun~ of Line lq ~axable a~ Colla:~eral/Class B ra~e 19. Principal Tax Due TAX CREDITS: PAYMENT RECETpT DTSCOUNT DATE NUMBER /NTEREST/PEN PAZD (- 1~721.62 (11) (12) Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Na~ Value of Es~a~a Subjec~ *o Tax zf an assessment ~as issued previously, lines lq, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. $,$25.90 IF PAZD AFTER DATE INDZCATED~ SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. 838.75- .00 838.75- 18 and 19 will (1.;), .00 X O0 = .00 (16), .00 x Oq5= .00 (17), . O0 x 12 = . O0 (18) .00 x 15 : .00 (19)= . O0 AMOUNT PAZD TOTAL TAX CREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQU[RED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR)~ YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decadents dying on or before December 1Z) leBZ -- if any futura interest in the estate ls transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the CommonNaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rata on any such future interest. To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S. Section 91q03. Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on tho reverse side. --Make check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, which was not requested on the Tax Return) may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Nills) any of the 23 Revenue District Offices, or by calling the special Z4-hour ensnaring service for forms ordering: 1-800-36Z-Z050~ services for taxpayers with special hearing and / or speaking needs: 1-800-447-30Z0 (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 shown on this Notice must object within sixty (603 days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171ZB-lOZ1, 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. ZBO601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (SZ) discount of the tax paid is allowed. The 1SZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the sase manner and in the the same time period as you mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency) or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (Gg) percent per annum calculated at a daily rate of .000164. Ail taxes which became delinquent on and after January 1, 19BZ mill bear interest at a rate which ailZ 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 Omi ly Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ~ .000548 ~'~-1991 llX .O00~OX ~ 91 .000247 1983 161 .000438 1992 97. .000247 ZOOZ 61 .000164 1984 llX .000301 1993-1994 7X .000192 2003 ' 5X .000137 1985 131 .000356 1995-1998 92 .000247 2004 4Z .OOOllO 1986 lOX .000274 1999 7Z . 000192 1987 lOX .000174 ZOO0 71 .000192 --Interest is calculated as follows: /NTERBST = BALANCE OF TAX UNPA/D X NURBER OF DAYS DEL/NQUENT X DA/LY /NTEREST 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 sade after the interest computation date shown on the Notice, additional interest must ba calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/07/2005 SMITH STANLEY A POBOX 1146 HARRISBURG, PA 17108-1146 RE: Estate of WRIGHT MAY BAUGHER File Number: 2003-00621 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: 5/08/2005 Your prompt attention to this matter will be appreciated. Thank You. ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mav Baugher Wright Date of Death: Mav 8.2001 Will No. 0621 of 2003 Admin. No. do J - t9. 003 - () 0 ~ J Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 1 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 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Within the next 2 months. 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. representative's account is: The separate Orphans' Court No. (if any) for the personal c. Did the personal representative state an account informally to the parties in interest? Yes _ No_ d. Copies of receipts, releases 'oinders and approvals of formal or informal accounts may be filed with the Clerk of th han ' Court and may be attached to this report. // Date: Aori115.2005 Stanlev A. Smith Name (please type or print) Rhoads & Sinon LLP PO Box 1146 Harrisburg, P A 17108-1146 Address 717-233-5731 Tel. No. Capacity:_Personal Representative ~Counsel for personal representative cPf 559381.1 STATUS REPORT UNDER RULE 6.12 Name of Decedent: May Baugher Wright Date of Death: May 8,2001 Will No. 0621 of 2003 Admin. No. 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 A- 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. Yes Did the personal representative file a final account with the Court? No b. representative's account is: The separate Orphans' Court No. (if any) for the personal parties in interest? c. Did the personal representative state an account informally to the Yes x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the an ' Court and may be attached to this report. Date: May 16, 2005 Stanley A. Smith Name (Please type or print) Rhoads & Sinon LLP P. O. Box 1146 fIarrisburg,PA 17108-1146 Address 717-233-5731 Tel. No. Capacity: Personal Representative X Counsel for personal representative ~ 539542.1