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Home My WebLink About03-0660 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Bonnie D. Bird No. also known as , Deceased Social Security No. 532-54-5429 Petitioner(s), who is/are 18 yearn of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/ara the Executor named in the Last Will of the Decedent, dated January 16, 1991 and codicil(s) dated Decedent was preceded in death by her husband, John W. Bird, on November 30, 1993 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: B. Grant of Letters of Administration (c.t.a., d.b,n.c.t.a.: pendente lite; durante abse~tia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if and heirs: Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 200 East Simpson Street, Borough of Mechanicsbur,q (list street, number and municipality) Decedent, then 53 years of age, died December 22, 2002, at Holy Spirit Hospital, East Pennsboro Township, Cumberland County, PA (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property $ 10,000.00 (If not domiciled in PA) ............................................... $ Personal property in Pennsylvania ............................. (If not domiciled in PA) Personal property in County .................................. $ Value of real estate in Pennsylvania Total ........................................................... $ -0- ........................................................................... $ 10,000.00 Real Estate situated as follows: 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 ~ Si~lnature Typed or printed name and residence X V/'~/'~_/j~,~(~/., ~.L~, .~ /~.L..~.~ VanessaG. Burr 1 Gale Circle Camp Hill, PA 17011 Form RW-1 Page 1 of 2 (Dauphin County- Rev. 9/92) STATUS REPORT UNDER RULE 6.12 Name of Decedent: BONNIE D. BIRD Date of Death: December 22, 2002 2003-00660 Admin. No.: 21-03-0660 Will No.' Pursuant to Rule 6.12 of the Supreme Court Orphans' Cour~ 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 ~] 2. If the answer is No, state when the personal representative reasonably bel/eves thatthe administrationwillbe complete: within one (1) year 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes _ No [] b. The separate Orphans' Com't No. (if any) for the personal representative's account is: n/a c.Did the personal representative state an account informally to the parties in interest? Yes [-] No [-~- c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Signature Elizabeth J. Goldstein, Esquire Name Keefer Wood Allen & Rahal, LLP 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011 Address (717) 612-5803 ~ Telephone No. Capacity: [--] " ~ "~ * ~ Pe, son~l Rep. ~sen.at.ve [~ Counsel for personal representative g?: i]i"~~ S- OgV ~0. Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the e~s~te according to ~ Sworn to and affirmed and subscribed ~. V/~. _~(74.__. ~)Ut~j~L before me this 8th day of 2003. ~-'~a M. Otto, lst DeputY,Reg/ste]: -DECREE OF -'GISTER Estate of Bonnie D. Bird Deceased No. 21-2003-660 also known as Social Security No: 532-54-5429 Date of Death: December 22, 2002 AND NOW, Auqust llth ,2003, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary [] of Administration (c.t.a.; d.b.n.c.t.; pendente lite; durante absentia; durante minoritate) are hereby granted to Vanessa G. Burr in the above estate and that the instrument(s), if any, dated January 16, 1991 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES L ette rs ........................... , 40.00 ,~.¢~z..¢¢~ ~. ~'~'~'~'~,~,~ . _ VV ,,' ' / - Short Certificate(s)....]-. $ 3.00 ..... Donna H. Otto,]-st Deputy Renunciation .......... [ ...... $. -5.00 Affidavit ( ) ................. $ Extra Pages (4) ............ $ ].2.00 Codicil ..........................$ JCP Fee ........................ $ ].0.00 Attorney: Elizabeth J. Goldstein Inventory & Tax Forms... $ I.D. No: 73779 Other ............................$ Address: 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011-4906 TOTAL ................ $._70.00~ Telephone: 717-612-5803 DATE FILED: Au_c~t llth. 2003 Cal'l Atto~r~ey ~.11zabeth 5-.' Go_-Lc~ste_~. RENUNCIATION ?-1-2003-660 In Re Estate of Bonnie D. Bird, deceased. To the Register of Wills of Cumberland County, Pennsylvania The undersigned, Michael J. Burr, hereby renounces the right to administer the estate and respectfully asks that Letters Testamentary be issued to Vanessa G. Burr. WITNESS my hand this day of July 2003. Michael J. Burr 1 Gale Circle Camp Hill, PA 17011 Sworn to and subscribed b fi .... ,n¢~. , e ore me rms ot aay of July 2003. Notary Public Denise K. Wurster, Notary Public IVly ~ Ex~irm IVl~r. ~0, t~Xr/ I~mlber, Pe~rd~ aalooIMion ~ NO#ifl~ This is to certify that the information here given is correctly copied fi'om an original certificate Local ~egistrar. The original certificate will be forwarded t~ thc State Vital Records Office WARNING: It is illegal to duplicate this copy by photostat or photograph. P 8 7 7 7 9 0 4 .. ~._ -~,,07 _. No. ~~ - ~%-:,~:' ........... 21-2~3-6~ mos ~43 ne, ~e~ COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS :,~,,~, CERTIFICATE OF DEATH IN ET, ME FILE N UM~IER PERMAt~EN ~ NAME OF DECEDENT (F.~ b,. ~:~o I ~l~'g '~n''''""" , . ' P~C ~ AND ~T FY ..... ---,--~ ~ .............................................................................................................. BONNIE D. BIRD I, BONNIE D. BIRD, of the City of Portsmouth, Virginia, being of sound mind and disposing memory, do hereby make, publish and declare this as my Last Will and Testament, hereby revoking any and all prior wills or codicils made by me. ARTICLE I FAMILY My husband, JOHN W. BIRD, is living at the time of the execution of this Will, and JENNIFER MARIE BIRD is the child of our marriage. Each child hereafter born of our marriage or legally adopted by me shall be considered a child of mine for all purposes under this will. The word "issue" whenever used herein shall mean my lawful descendants, whether natural or legally adopted. ARTICLE II DEBTS, FUNERAL EXPENSES AND OTHER CHARGES My Executor shall pay or provide for the payment of my legally enforceable debts, my charitable pledges, and the expenses of my funeral and burial (including the cost of a monument or marker). My Executor shall not seek contribution from my husband on our joint debts. However, if my husband wishes to retain any residence or other real property subject to a mortgage or similar indebtedness and so advises my Executor within six months after my death, my Executor may elect not to pay the indebtedness. ARTICLE III DEATH TAXES I direct that all taxes, however designated, that shall be payable by reason of my death (excluding any generation-skipping transfer taxes), whether assessed with respect to property passing under this Will or otherwise, shall be paid out of and be charged against my residuary estate, without reimbursement from any person. B.D.B. ARTICLE IV RESIDENCE I give, devise, and bequeath to my husband, if he survives me, any and all interest that I may own or have in the real property used by me as a place of residence at the time of my death, together with the buildings and improvements thereon, and all policies of insurance relating thereto. If my husband does not survive me, then said property shall be included in and be disposed of as a part of my residuary estate. ARTICLE V TANGIBLE PERSONAL PROPERTY I give to my husband, if he survives me, all tangible personal property owned by me at my death and all policies of insurance relating to such property. If my husband does not survive me, I give all of the aforesaid property in equal shares to my surviving children. I authorize my Executor in its absolute discretion to distribute said property to them in kind, even though one or more of them may be minors, hold all or any part of a minor child's share for his or her benefit until he or she reaches his or her majority, deliver all or any part to a relative, guardian or person with whom he or she may be residing, without further responsibility, or sell all or any part and add the net proceeds therefrom to my residuary estate to be disposed of as hereinafter provided. ARTICLE VI RESIDUARY ESTATE I give all of the rest and residue of my property of every kind and description, real, personal, and mixed, and wherever located, including any lapsed or void bequest or devise, to my husband, JO~N W. BIRD, if he should survive me. If JO~N W. BIRD should predecease me, then such property shall be divided into as many equal shares as I shall have children then living. My Executor may pay or deliver all or a portion of said shares to the guardian or guardians hereinafter named or to a custodian under the Virginia Uniform Transfers to Minors Act (21) selected by my Executor. ARTICLE VII SIMULTANEOUS DEATHS If my husband and I should die under such circumstances that the order of our deaths cannot be determined by proof, it shall be deemed that I survived him. B.D.B. ARTICLE VIII POWERS OF EXECUTOR AND TAX ET.RCTIONS I confer upon my Executor during the period of administration of my estate, in addition to the powers granted by law and by this will, all of the powers set forth in Section 64.1-57 of the Code of Virginia as in effect on the date hereof, the provisions of which are hereby expressly incorporated herein by reference. My Executor may join in or consent to income and gift tax returns filed with or by my spouse and shall be exonerated from any personal liability to the beneficiaries in the event of any deficiency subsequently arising as a result of the execution of such returns. My Executor may enter into agreements with appropriate governmental authorities and may make such elections as may be available on estate, inheritance and income tax returns as in its opinion will be in the best interest of my overall estate and the recipients of property subject to any such tax, taking into account the aggregate amount of all taxes to be paid, even though such agreements or elections may affect the shares of such recipients. ARTICLE IX APPOINTMENT OF EXECUTOR I nominate and appoint JOHN W. BIRD as Executor of this my Last Will and Testament, if he survives me. If JOHN W. BIRD is unwilling or unable to serve as Executor, then I nominate and appoint MICHAEL J. and VANESSA G. BURR as Alternate Co-Executors. If MICHAEL J. and VANESSA G. BURR are unwilling or unable to serve, then I nominate and appoint RANDALL and ELIZABETH DEMO as Second Alternate Co-Executors. I request that no surety be required on the bond of my Executor and request that an appraisal of my estate be waived. My Executor shall receive reasonable compensation for their services rendered. ARTICLE X APPOINTMENT OF GUARDIAN In the event that my husband should predecease me or should we both meet death in a common disaster, and any of our children be under the age of eighteen (18) years or in need of a guardian, then and in that event, I hereby express my desire that MICHAEL J. and VANESSA G. BURR be nominated and appointed as co- guardians of my said children. In the event MICHAEL J. and VANESSA G. BURR are unwilling or unable to serve as co- guardians, then and in that event, I hereby express my desire lthat RANDALL and ELIZABETH DEMO shall be nominated and appointed as co-guardians of my said children. B.D.B. IN WITNESS THEREOF, I have hereunto se~ my hand and seal to this my Last Will and Testament, this I~ day of January, 1991, in the City of Virginia Beach, Virginia. BONNIE D. BIRD The above signature of the Testatrix was made and the foregoing Will was acknowledged to be her Last Will and Testament by the said Testatrix in the presence of us, competent witnesses, who as attesting witnesses hereunto subscribe the said will on the date last above written, and in the presence of the Testatrix and of each other, at the request of the said Testatrix, who was then of sound mind and over the age of eighteen (18) years. NESS WiT~~/~ COMMONWEALTH OF VIRGINIA, AT LARGE, to-wit: Before me, the undersigned authority, on this day personally appeared BONNIE D. BIRD, Testatrix ~6~ ~. ~~ and ~¢~ /f. ~'~,~o , and known to me to be the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, and, all of these persons being by me first duly sworn, BONNIE D. BIRD, the Testatrix, declared to me and to the witnesses in my presence that said instrument is her Last Will and Testament and that she had willingly signed and executed it in the presence of said witnesses as her free and voluntary act for the purposes therein expressed; that said witnesses stated before me that the foregoing Will was executed and acknowledged by the Testatrix as her Last Will and Testament in the presence of said witnesses, who in her presence and at her request, and in the presence of each other, did subscribe their names thereto as attesting 4 witnesses on the day of the date of said Will, and that the Testatrix, at the time of the execution of said Will, was over the age of eighteen (18) years and of sound and disposing mind and memory. B~NNIE D BIRD Subscribed, sworn and acknowledged before me by BONNIE D. BIRD, the Testatrix, subscribed and sworn before me by witnesses, this [~ day of January, 1991. (SEAL) Notary Public My commission expires: ~-~~ ~ /~ ~ 5 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Bonnie D. Bird Date of Death: December 22, 2002 Will No.: 2003-00660 To the Register: I certify that notice of estate administration required by Rule 5.6 of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 2, 2003: Jennifer Marie Bird 200 East Simpson Street, Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6 (a). Date: December 2, 2003 Eliz~tbeth J. Goldstein, Esquire Keefer Wood Allen & Rahal, LLP 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011-4906 Capacity: Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA In re Estate of Bonnie D. Bird, deceased, Estate No: 2003-00660 TO: Jennifer Marie Bird 200 East Simpson Street Mechanicsburg, PA 17055 Please take notice of the death of decedent and the grant of letters to the personal representative named below. The Decedent, Bonnie D. Bird, died on the 22nd day of December 2002, at East Pennsboro Township, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representative of the Decedent is: Vanessa G. Burr 1 Gale Circle Camp Hill, PA 17011 The Will has been filed with the Office of the Register of Wills of Cumberland County, One Courthouse Square, Carlisle, PA 17013. Phone number 717-240-6345. A copy of the Will may be obtained by contacting the Register of Wills and paying the charges for duplication. Elizabeth J. Goldstein, Esquire Keefer Wood Allen & Rahal, LLP 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011-4906 Telephone 717-612-5803 Capacity: Counsel for Personal Representative COMMONWEALTH OF PENNSY'V^N,^ REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN F~LENUM. E. H^"R~S"URG, P^ ~7~28-060~ RESIDENT DECEDENT =1 -- =003 06~0 532545~29 12/22/2002 5/11/1949 REGISTER OF WILLS IF ~PU~LE) SURV~ING SPOUSE~ NAME (~ST, FIRST, AND MIDDLE INITIAL) ~ 6. Dec"entD~T~ae (A,ta~y~ll) ~ 7. D~edent Maintained a Ll~ngTmst (Atta¢~yofT~-~t) --8. Total Number ofSa~ De~,, B~ ~ 9. Litigmion P=~s R~ ~ ~0. Sp~sal Po~,y C~, {,.,. or ,..,h, ...... ,2.3,-,~ .~ ,.,..) ~ 11. Election to t~ under S~. gl El~z~eth j. Goldstein, Es~ire 'FI~MNA~(lfAg~Ii~b]e) 41~ Fail.field Road, Suite 301 Keefer Wood Allen a Rahal, LLP C~ Hill, PA 1~011 717-612-5803 1. ~Es.te(S~uieA) (1) o.0O~ ~ 6. J~ O~ Pmpe~y (S~u[e F} (6) 0.0 0 ~ ;~ (8) 1,982.44 > > BE S~RE TO ANSWER ~L QUESTIONS ON REVERSE SIDE ~D RECHECK MATH < < 2W4645 1.000 Decedent's Complete Address: 200 East Simpson Street Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments (1) O.00 A. Spousal Poverty Credit 0.00 B. Prior Payments 0.00 C. Discount 0.00 3. Interest/Penalty if applicable Total Credits (A + B + C) (2) O. 00 D. interest 0.00 E. Penalty 0.00 Total Interest/Penalty (D + E) (3) 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 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Mak~ (5B) 0.00 : ~OFIIVILL$,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 propertytransferred or its income; ......... J-~ ~-] c_ retain a reversianary interest; or ................................ [~] d' receive the promise for life of either payments, penefits or care? ................. [~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receivfng adequate consideration? ............................ [] 3. Did decedent own an "in trust for" or rmvable u~n ~ ,--~ :~v u~am [~anK account or secudty at his or her death? [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary des gnation'~ . ~ T.E*.SWER Or T.E ^SOVE U S¥.O;j ;O6 te ¢ Camp Hill, PA 17011 P.S. § ~e~6 (a) (t.~) (~)]. SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF ~ird, ~onnie D FILE NUMBER-- 21-2003-0660 ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1. ~e~ers 1st Federal Credit Union -- Regular Savings Account 725.83 %211794-00 2 Interest accrued to date of death on Members 1st Federal 0.75 Credit Union Regular Savings Account %211794-00 3 M~mbers 1st Federal Credit Union -- checking account #211794-11 178.86 4 United States Treasury -- income tax refund 752.00 5 1992 ~uick Century Custom Sedan 4D 325.00 TOTAL (Also enter on line 5 $ 1,982 . 44 2W4§AO 2000 (If more space is needed, inset[ additional sheets of the same size) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHE RFFANCE TAX RE3~JRN ADMINISTRATIVE COSTS Bird, Bonnie D FILENUMBER ~ 21-2003-0660 iTEM A. FUNERAL EXPENSES: 1. Neill Funeral Home, Inc. -- funeral expense7,850.04 B. ADMINISTRATIVE COSTS: 1, Personal Representative's Commissions O. 00 Name of Personal Representative(s) Socia~ Security Number(s} / EIN Number o~ Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Att°rneyFees l~"a"aze" Keefer Wood Allen & Rahal, LLP 2,730.00 3. Family Exemption: (If d ' · ecedent s address ~s not the same as claimant's, atiach explanation) O. 00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 0.00 5. Accountant's Fees O .00 6. Tax Return Preparers Fees O. 00 7. Register of Wills of C,,~erland County -- probate fees 65.00 8 Keefer Wood Allen A Rahal, LLP -- e~mbursement for 212 66 miscellaneous expenses · 9 Register of Wills of Cumberland County -- filing fees 20 .00 TOTAL (Also enter on line 9, 10, 87'7. '70 2W4§AG 2.000 (if more space is needed, insert additiona~ sheets of same size) REV-1512 EX + (1-97) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RE3~JRN RESIDENTDECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF B~d, Bo~n-ie D FILE NUMBER 2-1-2003-0660 Include unreimbursed medical ITEM DESCRIPTION AMOUNT 1. Household Bank (SB) NA -- outstanding balance 271.13 TOTAL (Also enter on line 271 o 13 2W46AH 2.000 (If more space is needed, insert additional sheets of the same size} Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2003-00660 PA No. 21-03-0660 ESTATE OF BIRD BONNIE D Late of MECHANICSBURG BOROUGH , Deceased Social Security No. 532-54-5429 WHEREAS, on the llth day of August 2003 an instrument dated January 16th 1991 was admitted to probate as the last will of BIRD BONNIE D late of MECHANICSBURG BOROUGH , CUMBERLAND County, who died on the 22nd day of December 2002 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, DONNA M. OTTO , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to BURR VANESSA G who has duly qualified as Executor(rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the llth day of August 2003. - ~eulseero~ ~ljf~// **NOTE** ALT, NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) BONNIE D. BIRD I, BONNIE D. BIRD, of the City of Portsmouth, Virginia, being of sound mind and disposing memory, do hereby make, publish and declare this as my Last Will and Testament, hereby revoking any and ~l · a~_ prior wills or codicl!s =~ by me. ARTICLE I FAMILY My husband, JOHN W. BIRD, is living at the time of the execution of this Will, and JENNIFER MARIE BIRD is the child of our marriage. Each child hereafter born of our marriage or legally adopted by me shall be considered a child of mine for all purposes under this will. The word "issue" whenever used herein shall mean my lawful descendants, whether natural or legally adopted. ARTICLE II DEBTS, FUNERAL EXPENSES AND OTHER CHARGES My Executor shall pay or provide for the payment of my legally enforceable debts, my charitable pledges, and the expenses of my funeral and burial (including the cost of a monument or marker). My Executor shall not seek contribution from my husband on our joint debts. However, if my husband wishes to retain any residence or other real property subject to a mortgage or similar indebtedness and so advises my Executor within six months after my death, my Executor may elect not to pay the indebtedness. ARTICLE III DEATH TAXES I direct that all taxes, however designated, that shall be payable by reason of my death (excluding any generation-skipping transfer taxes), whether assessed with respect to property passing under this Will or otherwise, shall be paid out of and be charged against my residuary estate, without reimbursement from any person. B.D.B. ARTICLE IV RESIDENCE I give, devise, and bequeath to my husband, if he survives me, any and all interest that I may own or have in the real property used by me as a place of residence at the time of my death, together with the buildings and improvements thereon, and all policies of insurance relating thereto. If my husband does not survive me, then said property shall be included in and be disposed of as a part of my residuary estate. ARTICLE V TANGIBLE PERSONAL PROPERTY I give to my husband, if he survives me, all tangible personal property owned by me at my death and all policies of insurance relating to such property. If my husband does not survive me, I give all of the aforesaid property in equal shares to my surviving children. I authorize my Executor in its absolute discretion to distribute said property to them in kind, even though one or more of them may be minors, hold all or any part of a minor child's share for his or her benefit until he or she reaches his or her majority, deliver all or any part to a relative, guardian or person with whom he or she may be residing, without further responsibility, or sell all or any part and add the net proceeds therefrom to my residuary estate to be disposed of as hereinafter provided. ARTICLE VI RESIDUARY ESTATE I give all of the rest and residue of my property of every kind and description, real, personal, and mixed, and wherever located, including any lapsed or void bequest or devise, to my husband, JOHN W. B1-RD, if he should survive me. If JO~N W. BIRD should predecease me, then such property shall be divided into as many equal shares as I shall have children then living. My Executor may pay or deliver all or a portion of said shares to the guardian or guardians hereinafter named or to a custodian under the Virginia Uniform Transfers to Minors Act (21) selected by my Executor. ARTICLE VII SIMULTANEOUS DEATHS If my husband and I should die under such circumstances that the order of our deaths cannot be determined by proof, it shall be deemed that I survived him. B.D.B. ARTICLE VIII .POWERS OF EXECUTOR AND TAX ELECTIONS I confer upon my Executor during the period of administration of my estate, in addition to the powers granted by law and by this will, all of the powers set forth in Section 64.1-57 of the Code of Virginia as in effect on the date hereof, the provisions of which are hereby expressly incorporated herein by reference. My Executor may join in or consent to income and gift tax returns filed with or by my spouse and shall be exonerated from any personal liability to the beneficiaries in the event of any deficiency subsequently arising as a result of the execution of such returns. My Executor may enter into agreements with appropriate governmental authorities and may make such elections as may be available on estate, inheritance and income tax returns as in its opinion will be in the best interest of my overall estate and the recipients of property subject to any such tax, taking into account the aggregate amount of all taxes to be paid, even though such agreements or elections may affect the shares of such recipients. ARTICLE IX APPOINTMENT OF EXECUTOR I nominate and appoint JO~N W. BIRD as Executor of this my Last Will and Testament, if he survives me. If JOHN W. BIRD is unwilling or unable to serve as Executor, then I nominate and appoint MICHAEL J. and VANESSA G. BURR as Alternate Co-Executors. If MICHAEL J. and VANESSA G. BURR are unwilling or unable to serve, then I nominate and appoint RANDALL and ELIZABETH DEMO as Second Alternate Co-Executors. I request that no surety be required on the bond of my Executor and request that an appraisal of my estate be waived. My Executor shall receive reasonable compensation for their services rendered. ARTICLE X APPOINTMENT OF GUARDIAN In the event that my husband should predecease me or should we both meet death in a common disaster, and any of our children be under the age of eighteen (18) years or in need of a guardian, then and in that event, I hereby express my desire that MICHAEL J. and VANESSA G. BURR be nominated and appointed as co- guardians of my said children. In the event MICHAEL J. and VAN-ESSA G. BURR are unwilling or unable to serve as co- guardians, then and in that event, I hereby express my desire lthat RANDALL and ELIZABETH DEMO shall be nominated and appointed as co-guardians of my said children. B.D.B. IN WITNESS THEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, this ~ day of January, 1991, in the City of Virginia Beach, Virginia. BOBNi~ D. BIRD The above signature of the Testatrix was made and the foregoing Will was ac~owledged to be her Last Will and Testament by the said Testatrix in the presence of us, competent witnesses, who as attesting witnesses hereunto subscribe the said will on the date last above written, and in the presence of the Testatrix and of each other, at the re~est of the said Testatrix, who was then of sound mind and over the age of eighteen (18) years. WI~NES~ //--- COMMONWEALTH OF VIRGINIA, AT LARGE, to-wit: Before me, the undersigned authority, on this day personally appeared BONNIE D. BIRD, Testatrix ~/W ~. ~ and ~/c~ /f. ~,~<g~ , and known to me to be the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, and, all of these persons being by me first duly sworn, BONI~IE D. BIRD, the Testatrix, declared to me and to the witnesses in my presence that said instrument is her Last Will and Testament and that she had willingly signed and executed it in the presence of said witnesses as her free and voluntary act for the purposes therein expressed; that said witnesses stated before me that the foregoing Will was executed and acknowledged by the Testatrix as her Last Will and Testament in the presence of said witnesses, who in her presence and at her request, and in the presence of each other, did subscribe their names thereto as attesting 4 witnesses on the day of the date of said Will, and that the Testatrix, at the time of the execution of said Will, was over the age of eighteen (18) years and of sound and disposing mind and memory. B~NNiE D. BIRD ESS Subscribed, sworn and acknowledged before me by BONNIE D. BIRD, the Testatrix, subscribed and sworn before me by J_~'~!~ ~_=__ ~R' _ and ... ~/c~ /~ /w2~ witnesses, this --~ay of January, 1991. ' (SEAL) Notary Public My commission expires: ~-~ 3/ 5 John W. Bird ~OR'L~MOT..~7~ -- 3'ohn WJJ]iam Bird, 43, of the first block of Red Barn rum Purniture Co., died Nov. 30, 1993, at his residence. He was bor~ in Watertown, N.y., and was a member of Rivershore Baplist Church, Portsmouth. He is survived by his wife, B°~nie M. Bird of Portsmoufh; two sisters, Elizabeth B. Demo of Watertown and Marie B. Gundlach of Syracuse, N.Y.; one brother, Charles Bird of Bellevue, Neb. A graveside service will be at 2 p.m. Priday in Rosewood Memorial Park, Vir~i_'nl, Beach, and will be conducted by the Rev. R. Wendell Sodergreu. Visitation will be today frmn 7 to 8 p.m. in the Loving Funea-al Home. Memorial con~ribulions may be made to the Muscular. Dystrophy Association. Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Bonnie D. Bird No. 2003-0660 also known as Date of Death December 22, 2002 , Deceased Social Security No. 532-54-5429 Vanessa G. Burr Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. IA'Ve understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Elizabeth J. Goldstein I.D. No.: 73779 Address: Keefer Wood Allen & Rahal, LLP Dated ~;~ 415 Fallowfleld Road, Suite 301 Camp Hill, PA 17011-4906 Telephone: 717-612-5803 Description Value Members 1st Federal Credit Union - Regular Savings Account #211794-00 725.83 Interest accrued to date of death on Members 1s~ Federal Credit Union 0.75 Regular Savings Account #211794~00 178.86 Members 1s~ Federal Credit Union - Checking Account #211794-11 752.00 United States Treasury - income tax refund 1992 Buck Century Custom Sedan 4D 325.00 (Attach Additional Sheets if necessary) Total 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 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phene: (717) 240-6345 Date: 11/10/2004 GOLDSTEIN ELIZABETH J ESQUIRE 415 FALLOWPIED ROAD SUITE 301 CAMP HILL, PA 17011 RE: Estate of BIRD BONNIE D File Number: 2003-00660 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 uncom}leted administration. This filing will become delinquent on: 12/22/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ';'"' " .... GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge S Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/15/2005 GOLDSTEIN ELIZABETH J ESQUIRE 415 FALLOWFIED ROAD SUITE 301 CAMP HILL, PA 17011 RE: Estate of BIRD BONNIE D File Number: 2003-00660 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: 12/22/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge HEATH L. ALLEN N. DAVID RAHAL CHARLES W. RUBENDALL II ROBERT L. WELDON EUGENE E. PEPINSKY. JR. JOHN H. ENOS m GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCE JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER ELYSE E. ROGERS CRAIG A. LONGYEAR JOHN A. FEICHTEL DONALD M. LEWIS m BRIDGET M. WHITLEY ELIZABETH J. GOLDSTEIN STEPHANIE KLEINFELTER BRADLEY A. WALKER KEEFER WOOD ALLEN & RAHAL, LLP ATTORNEYS AT LAW 415 FALLOWFIELD ROAD. SUITE 301 CAMP HILL. PA 17011-4906 ESTABLISHED IN 1878 OF COUNSEL: SAMUEL C. HARRY PHONE 717-612-5800 FAX 717-612-5805 HARRISBURG OFFICE: 210 WALNUT STREET HARRISBURG. PA 17101 EIN No. 23-0716135 www.keeferwood.com PHONE 717-255-8000 November 17,2005 717-612-5803 egoldstein@keeferwood.com Glenda Farner Strasbaugh Register of Wills of Cumberland County High & Hanover Streets Carlisle, PA 17013 RE: Estate of Bonnie D. Bird, deceased Will No. 2003-00660 Dear Ms. Farner Strasbaugh: Enclosed please find an original and (1) one copy of the Status Report for the above- referenced estate. Please date-stamp the copy of the Status Report and return it to me in the enclosed, self-addressed, stamped envelope. If you have any questions, please call. waw Enclosures Sincerely yours, KEEFER WOOD ALLEN & RAHAL, LLP By f ~ 4--. Elizabeth J. Goldstein cc: Vanessa G. Burr (w/enclosure) STATUS REPORT UNDER RULE 6.12 Name of Decedent: BONNIE D. BIRD Date of Death: November 22. 2002 Will No. 2003-00660 Admin. No. 21-03-0660 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate. 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: within one (1) vear 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: n/a c. Did the personal representative state an account informally to the parties in interest? Yes _ No l d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Family Settlement Agreement is filed with the Clerk of the Orphan's Court simultaneously herewith. Date: '1.. IT (6 c-''/ t l. ! /~.ld '/. .Yef(v'" Signa ure Elizabeth J. Goldstein. Esquire Name (Please type or print) Keefer Wood Allen & Rahal. LLP Address 415 Fallowfield Road. Suite 301 Camp Hill. PA 17011 (717) 612-5803 Telephone Capacity: _ Personal Representative ~ Counsel for Personal Representative ~{ Cumberland County - Register Ot WlIIS One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 GOLDSTEIN ELIZABETH JAN KEEFER WOOD ALLEN & RAHAL 415 FALLOWFIELD RD STE 301 CAMP HILL, PA 17011 RE: Estate of BIRD BONNIE D File Number: 2003-00660 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 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 lS due by: 12/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~)~/~ // Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) r) Cumberland County - Register or Wl~~S One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 BURR VANESSA G 1 GALE CIRCLE CAMP HILL, PA 17011 RE: Estate of BIRD BONNIE D File Number: 2003-00660 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July I, 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: 12/22/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~.~ (j Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel cJ ~ ~.= (:r: ~9offi71oln(4~ OJ]-A1t{ Ul.lO d ~ '-' ,,",., ,_, '-_:_~ '>,./' , ,....../... auol{da[al L'frill!; nl:-C ? 0 PI;';.' 12'. 33 U:vu Wi:- '- ' -e L-~- <;L 10 (I Q L I -tJ c) I ""11 d "M"?J ssa.lpPfI o)"JJ! J ~ ,v-t) \ Ul.lOd S!l{1 JJU!/!d uOS.lad fo aUlTW ~~'Y18.. ~9"ouV}, J'lsunoJ 0 aA!lRluas:udalI IRUOSla~ :^+!:)RdRJ U1.IOd S!l{1 JJwUd uOS.lad fo a.m1VuJJ!s ~~~~ ~OIf,/f--C1 a1Va ':jlOd~l S!ql Ol p~q~m.l'E ~q A'ElU pU'E :jlnoJ ,SU'EqdJO ~ql JO )[l~IJ ~ql ql!M P~I!J ~q A'EW Sluno~;:l'E I'EWlOJU! 10 I'EWlOJ JO SI'EA01dd'E pU'E Sl~pU!Or 'S~S'E~I~l 'Sld!~~~l JO s~!doJ 'p ON 0 S~ A 0 ........................,..,... (,lS~l~lU! U! s~!:jl'Ed ~ql Ol AII'EWloJU! lUnO~~'E U'E ~l'ElS ~A!l'ElU~S~ld~l I'EUOsl~d ~ql PIa .~ :S! lunO~~'E S ,~AP'ElU~S~ld~l IBUOS1~d ~qllOJ (AU'E J!) 'oN :jlnoJ ,suBqdJO ~l'El'Ed~s ~ql 'q ON 0 S~ AD' . . . , . . (,:jlnoJ ~ql ql!M lUnO~~'E I'EUY 13 ~m ;)AP'ElU;)S;)ld;)l IBUOS1;)d ;)ql PIa ''E :i5U!MOIIOJ ~l{l ~lBlS 'Sa..\. S! 1 'oN Oll;)MSUB ;)qlJI 'f: ~ '; V~<i' -+~ n9(Y\'O'i L :~l;)Idwo~ ~q II!M UO!l'E1lS!U!Wp'E ~qll'Eql S~A~!I~q AIq'EUOS'E~l ~Ap'ElU~S~ld~l IBUOS1~d ~ql U~qM ;)lBlS 'oN S! l~MSU'E ~qlJI 'Z O~ S~ A 0 ..,................. :~l~ldwo~ S! ~l'ElS~ ~qlJo UOp'EllS!U!Wp'E l~ql~qM ~l'ElS '1 :~l'ElS;) P;)UO!ld'E~-~AOqB ~ql JO UOp'EllS!U!Wp'E ;)qlJo UO!l;)Idwo~ Oll~;)ds;)l ql!M i5U!MOIIoJ ~ql :jlOd~l I 'Z1'9 ~In~ 'J'O ''Ed OllU'EnSlnd QO(~QO - ~ 00 L :l~qwnN ~I!d ~ Q () <::' \"1: "C. \ -c., :ql'E~aJO ~lBa P)~<a.'<:( 4,vuOg :lU;)p;)~;)aJo ~W'EN YINY A 'JASNN3d 'AINflOJ F \A ~ J'IG\ UA Y) ) dO SllI1\\ dO ~3lSID~ ~}lOdIDI SIl~ V ~S Zr9 ~ln}l 0;)00 o~d STATUS REPORT UNDER RULE 6.12 Name of Decedent: BONNIE D. BIRD Date of Death: December 22, 2002 Will No. 2003-00660 Admin. No. 21-03-0660 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--L 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: nla c. Did the personal representative state an account informally to the parties in interest? Yes _ No l d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Family Settlement Agreement is filed with the Clerk of the :::::an': ~T:t~~7taneOUSIY herewith. ~~:t::J Id~l>fdt- -' Stephanie Kleinfelter, Esquire Name (Please type or print) Keefer Wood Allen & Rahal, LLP Address 635 North 12th Street, Suite 400 .\..1 ("" ~ I 1 ,~'~ :' '-"1' . i..:.J L., Lemoyne, P A 17043 (717) 901-7786 Telephone Capacity: _ Personal Representative ~ Counsel for Personal Representative 0.J. '-."ev \)