Loading...
HomeMy WebLinkAbout03-0568Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Claire D. Cressler also known as , Deceased Social Security No. 183078344 Petitioner, Ronald E. Cressler 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 ~ named in the Last Will of the Decedent, dated and codicil(s) dated 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 incapacitated: B. Grant of Letters of Administration c.t.a. (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name ReLationship Residence Ronald E. Cressler Sole child 11 Koser Lane, Shippensburg, Pa. (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 121 Walnut Bottom Road, Shippensburg, Pennsylvania 17257 (list street, number and municipality) Decedent, then 92 years of age, died October 25 2002 , at Carlisle, Pennsylvania ' (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ......................................... $ (if not domiciled in PA) Personal property in Pennsylvania .................... $ (If not domiciled in PA) Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total ..................................................................................................................... $ Real Estate situated as follows: 0.00 0.00 0.00 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: Signature Typed or printed name and residence ~onald E. Cressler 11 Koser Lane, Shippensburg, Pa. 17257 RW-7 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Claire D. Cressler No. also known as , Deceased Social Security No. 183078344 Petitioner_Ronald E. Cressler 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 named in the Last Will of the [] Decedent, dated and codicil(s) dated 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 incapacitated: B. Grant of Letters of Administration c.t.a. (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minufi[~,[e) 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 Residence Ronald E. Cressler Sole child 11 Koser Lane, Shi@pensburg, Pa. (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 121 Walnut Bottom Road, Shippensburg, Pennsylvania 17257 (list street, number and municipality) Decedent, then 92 years of age, died October 25 2002 at Carlisle, Pennsylvania ' ' (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ......................................... $ (if not domiciled in PA) Personal property in Pennsylvania .................... $. (If not domiciled in PA) Personal property in County .............................. $ $ Value of real estate in Pennsylvania ........................................................................................ $ Total ..................................................................................................................... Real Estate situated as follows: 0.00 0.00 0.00 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: Typed or printed name and residence =,onald E. Cressler 11KoserLa~Pa'17257 RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and afffirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. . Sworn to and affirmed and subscribed before me this //"/+~ ,. day of July, 2003 - I DECREE OF REGISTER~ Estate of Claire D. Cressler Deceased No, ' alSo known as Social Security No: 183078344 Date of Death: 10/25/02 AND NOW, July /J-1L , 2003 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [~ Testamentary I~ of Administration c.t.a. (c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante rninori~ate) are hereby granted to Ronald E. Cressler in the above estate and that the instrument(s), if any, dated December 27, 1993 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ Short Certificate(s) .~. ........... $ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( '-~ ) ..............$ Codicil ................................. $ JCP Fee ................................. $ /O. C)r,~ Inventory & Tax Forms ............. $. Other ...................................... $ TOTAL ............................. $ ~3-~C) RegiSter of ~ilfs - 0 ~'-'---~.--~ttorney Attorney: H. Anthony Adams I.D. No: 25502 Address: 49 West Orange Street Shippensburg Pa 17257 Telephone: 717-532-3270 DATE FILED: RW-7A PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of Claire D. Cressler No. 21-03-0568 also known as To: Register of Wills for the Deceased. County of Cumberland in the Commonwealth of Pennsylvania Social Securit. v No. 183-07-8344 The petition of the undersigned respectfully represents that: Your petitioner(x), who is/~r~ 18 years of age or older, appL les for letters of administration dbncta on the estate of (d.b.n.; pendeme lite; durante absentia; durame minorilate} Ronald E. Cressler was appointed Administrator the abovedecedent. C.T.A. on July 14, 2003. Ronald E. Cressler passed away 10/01/2003. Decedent was domiciled at death in Cumberland ._ County, Pennsylvania, with h er last family or principal residence at.121 Walnut Bottom Road, Sh±ppensburg oT_9__wrtship, (list strut, number, Twp. or Boro.} Shippensburg Decedent, then 92 years of age, died October 25 ~1~ 2002, at Carlisle Regional Medical Center. Carlisle, PA Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) Ali personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 0 Petitioner.__ after a proper search ha s the following spouse (if any) and heirs: Name Ronald E. Cressler Ronald L. Cressler Debbie A. Chestnut Ray E. Cressler ascertained that decedent left no will and was survived by Relationship Son Grandson Granddaughter Grandson Residence Shippensburg, PA Shippensburg, PA Shippensburg, PA Shippensburg, PA THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration 'in the appropriate form to the undersigned. Ronald L. Cressler 8 Koser Lane Shippensburg, PA 17257 717-532-4670 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF C~ERLA~V The petitioner(s) above-named swear(s) or 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 above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this c~ 5~'~,f-) __ day of Ronald L. Cressler Estate of No. 21-03-0568 Claire D. Cressler , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW .~)/)/2~-~7.~/~-~-~/ ~ ~:~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Ronald L. Cressler is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration dbncta are hereby granted to Ronald L. Cressler in the estate of Claire D. Cressler FEES Letters of Administration ..... $ /o'~, ~-~ Short Certificates( ) .......... $. Renunciation ................ $ ~.gT'Oo $ l . TOTA_~L $~ Filed..~C'.'.~ 'Z~.-. ~-~ ..... A.D. ~.~E~2~ Jerry A. Wei~le, Esquire 01624 ATTORNEY (Sup. C~. I.D. No.) WEIGLE.& A~'~OC~TEg(~ P.C. 126 East King ADDRESS Shippensburg, PA 17257 717-532-7388 PHONE IN RE: ESTATE OF CLAIRE D CRESSLER LATE OF SHIPPENSBURG TOWNSHIP, Cumberland County REGISTER OF WILLS OF CUMB DECREE AND NOW, this 25th day of November, 2003the letters of Administration c.t.a, dated July 14, 2003, Issued to Ronald E Cressler, as Administrator, in the Estate of Claire D Cressler, deceased, Late of Shippensburg Township, Cumberland County, are hereby revoked RONALD E CRESSLER, PASSED AWAY, OCTOBER 1, 2003, RONALD L CRESSLER HAS BEEN APPOINTED EXECUTOR.. lST DEPUTY, REGISTER OF WILLS RENUNCIATION In Re Estate of Claire D. Cressler deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned Debbie A. Chestnut and Ray E. Cressler, grandchildren of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration dbncta be issued to Ronald L. Cressler WITNESS our hand, this day of November ,i~119 2003. (Signature) Debbie A. Chestnut 10 Koser Lane Shippensburg, PA 17257 (Address) Ray E. Cressler 12 Koser Lane Shippensburg, PA 17257 (Address) (Signature} (Address} his is to certify that the information here given is correctly copied fi'om an original certificate of death dui), 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. P 8 7110 8 5 No. '~ Date ! ,w z'~ COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH CLAIRE D. CRESSLER ~Femele ,I" 183, --' 0,7 -- 8344]4- 10-25-2002 ~lum ~ u.e~., ~a~ u~., ~ ' Sh~ens~urg ~berland Carlisle Carlisle ~e~onal Medical Center I~~~' ,~ White , I I u.s.~o~ I ~.~ / ~~. O~tce wo=ke= I,~he Bei ,[le Co=o. I,,. ~ I,,. ~2"~s. I 2 ~w:' I,, Never married I,~ ~~~.c~.~.z~ ~s Penns71van~a ~.~~m Shippensburg Townshi9 121 Walnut Bottom Rd. Shippensburg, PA 17257 William Herbert Cressler ,~ Cora May Beam Ronald E. Cressler ~ 11 ~.~ ~e. S~i~ens~r~. PA 17257 ~ --~ ~o ~---o ~~ ~~'--'~~ '~'~'--'~ ~U ~ ~ ~ ~ ll~10-29-2002 ,,~ SPrine_,,.._ ,______~_.___~~i:[~ C~e~ I~ Cumberland county, PA ~'- ~ : .. ' ' ' ' ............................ ~~ ~o~ - ........................................................................................................ _ LAST WILL AND TESTAMENT I, CLAIRE D. CRESSLER, of 13 Koser Lane, Shippensburg, Southampton Township, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give and bequeath my marble top stand to my son, RONALD E. CRESSLER, with the request that it shall remain in the Cressler family and be passed down to the oldest living male of each generation who bears the Cressler family name. In the event the said Ronald E. Cressler should predecease me, I then give and bequeath said marble top stand to my grandson, Ronald L. Cressler, on the same terms and conditions as hereinbefore set forth. THIRD. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, to my son, RONALD E. CRESSLER. In the event the said Ronald E. Cressler should predecease me or fail to survive me by thirty (30) days, I then give, devise and bequeath all the rest, residue and remainder of my estate, in equal shares, to my three grandchildren, RONALD L. CRESSLER, DEBBIE A. CHESTNUT, and RAY E. CRESSLER, on a per stirpes distribution basis. FOURTH. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. MARK, WEIGLE AND PERKINS -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA. 17257 IN WITNESS WHEREOF, I, CLAIRE D. CRESSLER, have hereunto set my hand and seal to this my Last Will and Testament, written on two pages, the first page signed for identification only, this 27th day of December, 1993. ~'~ · ~! ~ ?~ (SEAL) This instrument was by the Testatrix, CLAIRE D. CRESSLER, on the date hereof, signed, published and declared by her to be her Last Will and Testament, in our presence, who at her request and in her presence and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. / -2- MARK, WEIGLE AND PERKINS -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA. 17257 COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : I, CLAIRE D. CRESSLER, the Testatrix whose name is signed to the 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 that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by CLAIRE D. CRESSLER, the Testatrix, thisZ~day of ~ , 19~. i NOTARIAL SEAL Jerry A. We{g;e, Notary Publgc. 8hippe~sburg, PA Cumberland Cour~ty My Comnlis~i~n E~'~.,ir~.~ J~ly 31, 1994 MARK, WEIGLE AND PERKINS --ATTORNEYS AT LAW -- 126 EAST KING STREET --SHIPPENSBURG, PA. 1 7257 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS. : qualified according to law, do depose and say that we were present and saw CLAIRE D. CRESSLER, Testatrix, sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix, signed the will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. Sworn or affi~---~ to and subscribed before~ me~ b~y ~x~.~~z. 9~ witnes~ses~ ~£J ~~ay of NOTARIAL SEAL Jerry A. Weigle, Notary p,~blic Shippensb~rg, PA Curnbeflsnd Cou~lty My Goc'~ission Expires July 31, 1994 MARK, WEIGLE AND PERKINS -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA. 17257 JERRY A. WEIGLE Associates JOSEPH P. RUANE RICHARD L. WEBBER, JR. Of Counsel THOMAS L. BRIGHT WEIGLE & ASSOCIATES, P.C. Attorneys-at-Law 126 EAST KING STREET SHIPPENSBURG, PENNSYLVANIA 17257-1397 TELEPHONE (717) 532-7388 or (717) 776-4295 FAX (717) 532-5289 November 13, 2003 Donna M. Otto Deputy Register of Wills Register of Wills, Cumberland County Courthouse Carlisle, PA 17013 In Re: Estate of Claire D. Cressler Dear Donna: Your correspondence dated October 30, 2003, directed to H. Anthony Adams, Esquire, with respect to the above-captioned estate has been referred to this office for a response. This office now represents the estate of Claire D. Cressler, deceased. Your file will indicate that the only reason that the decedent's Last Will and Testament was probated was due to a malpractice claim that was filed by the estate, once opened. The firm representing the estate with respect to this claim is Navitsky, Olson & Wisneski, LLP, Harrisburg, PA. For your additional information, the administrator of the estate of Claire D. Cressler, Ronald E. Cressler, has just recently passed away (October 1, 2003). This firm also respresents the estate of Ronald E. Cressler. We now need to petition your office to have a successor administrator appointed, and v~411 a~empt to do so within the next two weeks. Once a successor administrator has been appointed, the estate will fully comply with Rule 5.7 (a). - JAW:lk Very truly yours, Copy: Ronald L. Cressler I-I. Anthony Adams, Esqu±re WEIGLE & ASSOCIATES, EC. Attorneys At Law 126 East King Street Shippensburg, PA 17257-1397 MAILED FROM ZIP COD Donna M. Otto Deputy Register of Wills Register of Wills, Cumberland County Courthouse Carlisle, PA 17013 WEIGLE & ASSOCIATES, P.C. * ATTORNEYS AT LAW 126 EAST KING STREET, SHIPPENSBURG, PA 1725%1397 · TELEPHONE: (717) 532-7388 FAX: (717) 532-6552 IN RE: ESTATE OF CLAIRE D. CRESSLER. late of the Township of Shippensburg, Cumberland County, Pennsylvania, deceased 1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NUMBER 21-03-0568 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Claire D. Cressler Date of Death: October 25, 2002 Estate No. 21-03-0568 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 beneficiary of the above- captioned estate on December 4, 2003: Estate of Ronald E. Cressler Ronald L. Cressler, Executor 8 Koser Lane Shippensburg, PA 17257 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE. December 4, 2003 Signat~~/ Name: Jerry X. Weigle, Es uire Address: Weigle & Associates, P.C. -- , .. - ' '-,'~ 126 East King Street Shippensburg, PA 17257 Telephone: (717) 532-7388 Capacity: Personal Representative X Counsel for Personal Representative WEIOLE ~ ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 172~,7-1397 JRD/June 30, 1992/17858 In Re: Estate of Claire D Cressler Late of Shippensburg Borough Estate Noi: 21-03-0568 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-03-0568 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Ronald Cressler Counsel for Personal Representative: Jerry A Weigle Date of Decedent's Death: 10/25/2002 Date of Delinquency Notice: 08/11/04 The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 11/08/04 Distribution: Glenda Farner Strasbaugh Clerk of the Orphans' Court Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to the heating date, the hearing will automatically be cancelled. ~.,?~ m ~ g r{e ~f~r, ~.J. ¢ NAVITSKY, OLSON & WISNESKI LLP A T T O R N E Y S A T L A W November 1, 2004 Commonwealth of Pennsylvania Department of Revenue Attn: Brian Beam Harrisburg District Office Lobby, Strawberry Square Harrisburg, PA 17128-0101 In Re: Estate of Clair D. Cressler Date of Death: 10-25-2002 Your File No. 21 03-0568/2004-28 Dear Mr. Beam: I represent the Cressler family in litigation for a personal injury matter. This is the reason the Estate was open on behalf of Clair D. Cressler. Suit was initiated on July 22, 2004 by way of Writ of Summons to Civil Action No. 04-3572 in Cumberland County, Pennsylvania. The Complaint will be filed within the next few weeks. Please feel free to contact my office with additional questions and to obtain updates on this matter. With best personal regards, I remainl MJN/jkw cc: Ronald L. Cressler Jerry A. Weigle, Esq. Cordially, q~O{O Linglestown ROad · Suite ~0~ · Harrisburg, PA 17110 Phone: (717) 541-9205 Fax: (717) 541-9206 Toll Free: 1-800-818-9608 ww.nowllp.com REGISTER OF ~ILLS~ CI~]~ COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Claire D. Cressler Date of Death: 10/25/2002 Will No.: 21-03-0568 Admin. No.: Pursuant to Rule 6.12 of Lhe Supreme Court Orphans' Cour~ Rules, ! 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 believes that the administration will be complete: * See Below 3. If the answer to No. 1 is Yes, state the following: ao Did the personal representative file a final account with the Court? Yes _ No [-] b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes [-] No Date: c. Copies of receipts, releases, joinders and approval of formal!or ,.~~ informal accounts may be filed with the Clerk of the Orph~{xs' C4 and may be attached tj>4~s~eport. 1 Jerry A. Weigle, Esquire Name WEIGLE & ASSOCIATES, P.C. 126 East King Street Shippensburg, PA 17257 Address · :'~ Ca. pacity: 717-532-7388 Telephone No. ___~ Personal Re~ ,-~s~n,a,.v~ * *~ ~ I-fi Counsel for personal representative The only reason this estate was opened was to accommodate a medical claim. Please see attached correspondence. malpractice COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone November 5, 2004 JERRY A. WEIGLE WEIGLE & ASSOCS 126 E. KING ST. SHIPPENSBURG, PA. 17257 717-783-6077 Re: Estate of CLAIRED. CRESSLER r'~': File Number 2103-0568 Dear MR. WEIGLE: The Department has been advised that the above-referenced estate is presently involved in litigation. The Department will suspend further activity on this estate until NOVEMBER 5, 2005. You are required to notify the Department when the status changes or the extension date expires. If you have any questions, please contact me at (717-783-6077). Sincerely, DIANNE MCCLAIN Inheritance Tax Division FAX 717-772-0412 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 WEIGLE JERRY A 126 E KING STREET SHIPPENSBURG, PA 17257 RE: Estate of CRESSLER CLAIRE D File Number: 2003-00568 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. 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 is due by: 10/25/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, I/p i V . tA~~iMJJ ?~~ V;-WV~~~ GLENDA FARNER STRAS~DGH REGISTER OF WILLS cc: File Personal Representative(s) Judge 'l.- C:I .' .. t Name of Decedent: ___ Clai::e D. Cre~~ler_,,~_____ 10/25/2002 "W'~"._m@'___<.,~""''''''~'~~''''''''"'''~'~__''''-' Estate No.: _~~._.~_1-03:2568 v:: th Pursuant to Rule 6.12 to the administration 1 1 j, estate is lX1 "l that * See Below 3, If the ansv-lcr to No. 1 IS state a;. , b. c, "'f"< ~d. to st.ate 2.11 account c. to Date: 9/22/2005 Jerry A. WEIGLE & ASSOCIATES, P.C. 1 ~,~_,~a~.!=l5:f~g Str.~~J. '-0",.1 Shippensburg, PA 17257 .L!.7 - 5 3 ~=n_~_.,..~_~._~__.__~___._ S 11 : 1 ! r:'~~ t '...I J 0- * The.only:reason this estate was opened was to accommodate a medical _\~~J:mribiH2;e,c.1Elim . Please see attached correspondence. ~,. ......,_~ _.J '-' '>,_.' \,.., __~.\...; ~ L .... l NA VITSKY, OLSON & WISNESKI LLP ATTORNEYS AT LAW November 1, 2004 Commonwealth of Pennsylvania Department of Revenue Attn: Brian Beam Harrisburg District Office Lobby, Strawberry Square Harrisburg, PA 17128-0101 In Re: Estate of Clair D. Cressler Date of Death: 10-25-2002 Your File No. 21 03-056812004-28 Dear Mr. Beam: I represent the Cressler family in litigation for a personal injury matter. This is the reason the Estate was open on behalf of Clair D. Cressler. Suit was initiated on July 22, 2004 by way of Writ of Summons to Civil Action No. 04-3572 in Cumberland County, Pennsylvania. The Complaint will be filed within the next few weeks. Please feel free to contact my office with additional questions and to obtain updates on this matter. With best personal regards, I remain, MJN/jkw cc: Ronald L. Cressler Jerry A. Weigle, Esq. Cordially, M~~tSkY 20q,0 Linglestown Road. Suite 303. Harrisburg, PA 17110 Phone: (717) 541-9205 Fax: (717) 541-9206 Toll Free: 1-800-818-9608 ww.nowllp.com Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 WEIGLE JERRY A WEIGLE & ASSOCIATES PC 126 E KING STREET SHIPPENSBURG, PA 17257 RE: Estate of CRESSLER CLAIRE D File Number: 2003-00568 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 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: 10/25/2006 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, k~~~ ,_J Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 CRESSLER RONALD L 8 KOSER LANE SHIPPENSBURG, PA 17257 RE: Estate of CRESSLER CLAIRE D File Number: 2003-00568 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 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: 10/25/2006 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 Counsel ~ u_ c..:) C'-~ t..u. ~ C) ceo-; CL -~'-. Ll_ - C) o U.t c:) 0:: C.:; C) Ul (L .. Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Claire D. Cressle.r Date of Death: 10/25/2002 Estate No.: 21-03-0568 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 0 No 00 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: * See Below 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or info accounts may be filed with the lerk of the Orphans' Court a m attached to this report. Date: 9/19/2006 N en x: < ..;e }-o::: a: : =---':>C_'; 68::~'.- FE ~(. ....,J <1. ( u:c, CL,-:' 0::;;::-. o~ U JerryA. Name WEIGLE & ASSOCIATES, P.C. 126 East King Street Address Shippensburg, PA 717-532-7388 Telephone No. N N 0- W en '-0 = = C""-I 17257 * o Personal Representative I!l Counsel for personal representative The only reason this estate was opened was to accommodate a medical malpractice claim. Capacity: ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/26/2007 (2 1'"' ,-.......... WEIGLE JERRY A WEIGLE & ASSOCIATES PC 126 E KING STREET SHIPPENSBURG, PA 17257 !;.:, ~::) ---' (=: C") -j I r'J ", j :r- -, . ~ ( ') I.:;) en 0" I, ; RE: Estate of CRESSLER CLAIRE D File Number: 2003-00568 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 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: 10/25/2007 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, ~.~u#~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/26/2007 CRESSLER RONALD L Q -0:0 --)1 I:~ !'- 8 KOSER LANE SHIPPENSBURG, PA 17257 -....J (::::) ("") --I , r'J (--') 1..::) ~n 0\ RE: Estate of CRESSLER CLAIRE D File Number: 2003-00568 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 is due by: 10/25/2007 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, /~/~l~~4k~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Claire D. Cressler Date of Death: 10-25-2002 File Number: 21-03-0568 Pursuant to Pa. O.c. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . ., 0 Yes IX] No 2. Ifthe answer is No, state when the personal representative reasonably believes that the administration will be complete: June 30, 2008 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . ., DYes 0 No 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? ............................... DYes D No d. Copies of receipts, releases, jOiJders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date 10-3-2007 tn Capacity: DPersonal Representative 00 COlmsel 0' I I-- U C) .c.( \-_ C:L ....... ~c_ (~t1( :::.L cr; 8-.~~( o ...L LL' 8: ~;;-~ 03 o :::c: ..:;r: Name a/Persoll Filing this Form Jerry A. Weigle, Esquire WEIGLE & ASSOCIATES, P.C. Add~~ 126 East King Street Shippensburg, PA 17257 r- C..:J ~ C-.J 717-532-7388 Telephone ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'i','REAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-' '62 EX!' , .96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEIGLE JERRY A WEIGLE & ASSOCIATES PC 126 E KING STREET SHIPPENSBURG, PA 17257 ____u__ fold ESTATE INFORMATION: SSN: 183-07-8344 FILE NUMBER: 2103-0568 DECEDENT NAME: CRESSLER CLAIRE 0 DA TE OF PAYMENT: 11/01/2007 POSTMARK DATE: 11/01/2007 COUNTY: CUMBERLAND DATE OF DEATH: 10/25/2002 NO. CD 008900 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,708.19 I I I I I I i . .\ , , I I .. TOTAL AMOUNT PAID: · REMARKS: WEIGLE & ASSOCIATES CHECK# 4575. "SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WILLS $1,708.19' GLENDA FARNER STRASBAUGH REGISTER OF WILLS .. --I 15056041147 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX.280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY *' County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 3 0568 Date of Birth 183078344 10252002 10041910 Decedent's Last Name Suffix Decedent's First Name CJRESSLER CLAIRE MI D (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW [!] 1. Original Return o [K] D 6. Decedent Died Testate (Attach Copy of Will) D D D D 4a. Future Interest Compromise (date of death after 12-12-82) 2. Supplemental Return D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate 7 Decedent Maintained a Living Trust " (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received 10 Spousal Poverty Credit (date of death . between 12-31-91 and 1-1-95) D 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JERRY A. WEIGLE ESQUIRE 7175327388 Firm Name (If Applicable) WEIGLE & ASSOCIATES. P.C. REGISTER OF WILLS USE ONLY First line of address C) --"--J 126 EAST KING STREET Second line of address City or Post Office SHIPPENSBURG State PA ZIP Code 17257 DA~fILErr:::: fv -.J Correspondent's e-mail address: Ronald L. Cressler ./" Jerry A. Weigle Esquire IO-3~~O/ Side 1 L 15056041147 15056041147 --I ,~ --.J 15056042148 REV-1500 EX Decedent'sName: Claire D. Cressler Decedent's Social Security Number 183078344 RECAPITULATION 1. Real Estate (Schedule A)........................................................................ .................. 1. 2. Stocks and Bonds (Schedule B)............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D).......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 15. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6. '7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)....................................................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10. 11. Total Deductions (total Lines 9 & 10)...................................................................... 11. 1:2. Net Value of Estate (Line 8 minus Line 11)............................................................. 12. 1:3. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J)................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X ~ 115. Amount of Line 14 taxable at lineal rate X .045 H. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 o 00 15. 37,959 88 16. o 00 17. o 00 18. 19. Tax Due..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 15056042148 5. 43,042.56 43 042 56 5 082 68 5,082 68 37 959 88 37,959.88 o 00 1,708 19 o 00 o 00 1,708 19 D 15056042148 --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Claire D. Cressler STREET ADDRESS 121 Walnut Bottom Road File Number 21-03-0568 -" "--- -- CITY I STATE PA IZIP I 17257 Shippensburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,708.19 0.00 3. InteresVPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 TotallnteresVPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) 1,708.19 1,708.19 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No o [!J o [!J o [!J o [!J [J [!J 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 [!J 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.................................................................... ................................................. 0 [!J IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;........ .......................................................................... b. retain the right to designate who shall use the property transferred or its income;.................................... c. retain a reversionary interest; or.................................................................................................................. d. receive the promise for life of either payments, benefits or care?.............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?....................................................................................................................... Yes 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 three (3) percent [72 P.S. 99116 (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 zero (0) percent [72 P.S. 99116 (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 zero (0) percent [72 P.S. 99116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. 99116 1.2) [72 P.S. 99116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116 (a) (1.3)J. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-150S EX+ (6-9S) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Cressler, Claire D. FILE NUMBER 21-03-0568 Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 Navitsky, Olson & Wisneski LLP - proceeds of litigation settlement received 09/27/2007 VALUE AT DATE OF DEATH 43,042.56 TOTAL (Also enter on Line 5, Recapitulation) 43,042.56 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-11S1 EJ(+ (12-99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Cressler, Claire D. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-03-0568 ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Ronald L. Cressler Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 8 Koser Lane City Shippensburg Year(s) Commission paid 2007 State P A Zip 17257 2,152.13 2. Attorney's Fees Weigle & Associates, P.C. 2,832.55 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 98.00 TOTAL (Also enter on line 9, Recapitulation) 5,082.68 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-15!)2 EX+ (6-98) . SCHEDULE H-87 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Cressler, Claire D. FILE NUMBER 21-03-0568 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Register of Wills, Cumberland County - filing Pennsylvania Inheritance Tax Return 15.00 2 Register of Wills, Cumberland County - filing Family Settlement Agreement 75.00 3 Register of Wills, Cumberland County - 2 Short Certificates 8.00 Subtotal 98.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) REV-1513 EX+ (9-00) *' SCHEDULE .J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Cressler, Claire D. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal ctistributions, and transfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT Do Not List Trusteelsl FILE NUMBER 21-03-0568 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) ESTATE OF I. 1 Debbie A. Chestnut 10 Koser Lane Shippensburg, PA 17257 Granddaughter 1/3 12,653.30 3 Ray E. Cressler 12 Koser lane Shippensburg, PA 17257 Ronald L. Cressler 8 Koser lane Shippensburg, PA 17257 Grandson 1/3 12,653.29 2 Grandson 1/3 12,653.29 The above beneficiaries are the children of Ronald E. Cressler who passed away on 10-01-2003. Total 37,959.88 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. 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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule J (Rev. 6-98) II II LAST WILL AND TESTAHENT I, CLAIRE D. CRESSLER, of 13 Koser Lane, Shippensburg, Southampton Township, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give and bequeath my marble top stand to my son, RONALD E. CRESSLER, with the request that it shall remain in the Cressler family and be passed down to the oldest living male of each generation who bears the Cressler family name. In the event the said Ronald E. Cressler should predecease me, I then give and bequeath said marble top stand to my grandson, Ronald L. Cressler, on the same terms and conditions as hereinbefore set forth. THIRD. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, to my son, RONALD E. CRESSLER. In the event the said Ronald E. Cressler should predecease me or fail to survive me by thirty (30) days, I then give, devise and bequeath all the rest, residue and remainder of my estate, in equal shares, to my three grandchildren, RONALD 1. CRESSLER, DEBBIE A. CHESTNUT, and RAY E. CRESSLER, on a per stirpes distribution basis. FOURTH. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. Cf/niA-t.r- ,fl. (ill/A 1Ah/ (SEAL) MARK, WEIGLE AND PERKINS _ ATTDRNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA. 172S7 IN WITNESS WHEREOF, I, CLAIRE D. CRESSLER, have hereunto set my hand and seal to this my Last Will and Testament, written on two pages, the first page signed for identification only, this 27th day of December, 1993. ';'" . r. '; ./1 ,c I . (SEAL) This instrument was by the Testatrix, CLAIRE D. CRESSLER, on the date hereof, signed, published and declared by her to be her Last Will and Testament, in our presence, who at her request and in her presence and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. 5;)~ CJ CXtS4 ;/'1' ..'/. / / / ) I/l%~'l ! / (~. // / I I -2- MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW - t 26 EAST KING STREET - SHIPPENSBURG, PA. t 7257 co~mONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND I, CLAIRE D. CRESSLER, the Testatrix whose name is signed to the 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 that I signed it as my free and voluntary act for the purposes therein expressed. ~_0/ p./ .l9- en 0-/.\ ,~ /'1 A /" Sworn or affirmed to and acknowledged before me by CLAIRE D. CRESSLER, the Testatrix, this 27'i6day of /'~ ' 19 . . ~. q, CJ~r NOTARIAL SEAL JGll'I A. Wc-1g:e, NO't.al"f P:.ob\1c Shi~pens~t~llJ, ~:~. Curnbodttrid CCillitt ~I Cocln1'S"~!':::_~:'~~:~::~~4J~.!ly 8. ~, i 994 MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - t 26 EAST KING STREET - SHIPPENSBURG, PA, t 7257 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, S)~~C~ and duly the witnesses whose names are signed to the qualified according to law, do depose and say that we were present and saw CLAIRE D. CRESSLER, Testatrix, sign and execute the instrument as her Last Will; that she sign.ed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix, signed the will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. s:J.J C. <S-vASQ ;1ti;;Of5t/ Il/lll:ai!cc Sworn or affi before me. by and witnesses, ~~ ~ V NOTARIAL SEAL \ Jerry A. We1gle, Notary' Public. . ""!".!""",~~t-,I'rf' P,~ Cumberland County ~IJi"''''"'''!);:;''''''' t:J,. . ~ ...~ {.c.v..:....;"fl r:~"\r~s July w 1, 1994 r-n] "".:It,.-nh'J.''';> i-: -r' ..-.---~_.._--.,....----- MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA. 17257 let 18 07 03: 02p NOW LLP 7175419206 p.6 ./ WEB ADORES> www.state.pa.us BUREAU OF ltlDlVIDUAL TAXES INHERIT ANCE TAX DIVISION Po Box 280601 HARRISE>URG, PA 17128.0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE August7,2007 Michael J. Navitsky, Esq. Navitsky, Olson & Wisneski LLP 2040 Linglestown Rd., Ste. 303 Harrisburg, PA 17110 Re: Estate of Claire D. Cressler File Number 2103-0568 Court Number CCP Cumberland Co. No. 04-3572 Dear Mr. Navitsky: The Department of Revenue received the Petition for Approval of Settlement Claim to be filed on behalf of the above-referenced Estate in regard to a wrongful death and survival action. It was forwarded to this Bureau for the Commonwealth's approval of the allocation of the proceeds paid to settle the actions. Pursuant to the Petition, the 92-year-old-decedent died as a result of injuries associated with a chocking incident that occurred at a facility the decedent was staying at. Decedent is survived by her grandchildren. Please be advised that pursuant to the Pennsylvania Judicial Code. only a spouse, children or parents of a decedent may bring a wrongful death action to recover damages for a decedent's death. 42 Pat C.S.A. 98301. Therefore. as decedent is survived only by grandchildren and not by any party eligible to bring a wrongful death action, all of the proceeds of the settlement at issue must be allocated to the Estate's survival action. Proceeds of a survival action are an asset included in the decedent's estate and are subject to the imposition of Pennsylvania inheritance tax. 42 Pa.C.S.A. 98302; 72 P.S. 999106, 9107. I trust that this letter is a sufficient representation of the Department's position on this. matter. Please contact me if you or the Court has any questions or requires anything additional from this Bureau. , ~r~~ Holly A McClintock Trust Valuation Specialist PHONE: 717-787-1794 . FAX: 717-783-3467 . EMAIL: hmcctintoc@state.pa.us let 18 07 03:01p NOlJ LLP 7175419206 p.2 RONALD L. CRESSLER, Individually and as Administrator of the Estate of CLAIRE D. CRESSLER, Deceased, Plaintiffs IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNA NO. 04-3572 Civil Term .- , ,..... ";".;' . ::?,~: , ; '. -.......J V. :;-:: PERINI SERVICES/SOUTHAMPTON MANOR LIMITED PARTNERSHIP, t/d/b/a THE SHIPPENSBURG HEALTHCARE CENTER, CIVIL ACTION - LAW c':) I l . r::';';'; " . , JURY TRIAL DEMANDED :;.:,) . .-' .,~;: Defendant C"~~ -.~ PLAINTIFF'S PETITION FOR COURT APPROVAL OF DECEDENT'S COMPROMISED SETTLEMENT AND DISTRIBUTION OF PROCEEDS PURSUANT TO PA. R.C.P. 2206 Petitioner, Ronald L. Cressler, Individually and as Administrator of the Estate of Claire D. Cressler, by and through his attorneys, Navitsky, Olson & Wisneski LLP, hereby avers as follows: 1. On or about October 25, 2002, Claire D. Cressler died from what Plaintiffs believe and contend was a choking incident that occurred at Defendant's nursing home on October 22,2002. The incident lead to respiratory failure and ultimately acute myocardial infarction. A copy of Ms. Cressler's Death Certificate is attached hereto as Exhibit A. 2. Petitioner is the grandson of the Decedent, Claire D. Cressler. 3. Petitioner, Ronald L. Cressler, is the Administrator of the Estate of Claire D. Cressler by virtue of Letters of Administration duly granted by the Register of Wills of York County, Pennsylvania on or about November 25,2003. A copy of the Short Certificate is attached hereto as Exhibit B. 4. Claire D. Cressler died in testate. A copy of her Will is attached hereto as Exhibit C. let 18 07 03:01p NOW LLP 7175419206 p.3 5. At the time of her death, Claire D. Cressler was survived by her only son, Ronald E. Cressler, who then died on October 1,2003. A copy of his Short Certificate and Will are attached hereto as Exhibit D and E. 6. Therefore, the beneficiaries of Decedent's Estate consists of her three adult grandchildren: Name Ronald L. Cressler Relationship Grandson Debbie A. Chestnut Granddaughter Ray E. Cressler Grandson 7. Ronald L. Cressler, as Administrator of the Estate of Claire D. Cressler, individually and in his own right, retained undersigned counsel to investigate the aforementioned accident at Defendant's nursing home. After thoroughly investigating the facts of the case and having all of the medical records compiled, analyzed, and reviewed by medical experts, and after obtaining appropriate medical expert reports, suit was initiated against Defendant three years ago in 2004. At this juncture of the litigation, Defendants, while disputing liability for the death of Decedent and the damages incurred, has offered Plaintiff Eighty-five Thousand ($85,000.00) Dollars in full and final settlement of the disputed claim. A copy of the proposed Release is attached hereto as Exhibit F. 8. In view of the disputed nature ofthe claim, your Petitioner considers the offer to be a fair, just, and equitable settlement and to be in the best interest of the Estate and the persons entitled by law to recover damages for the death of the Decedent. 9. Your Petitioner retained the law firm of Navitsky, Olson & Wisneski LLP to prosecute this action and entered into a contingency fee agreement with said attorneys let 18 07 03:01p NOW LLP 7175419206 p.4 for their professional services, plus expenses. A copy ofthe Power of Attorney and Fee Agreement is attached hereto as Exhibit G. 10. Pursuant to the Power of Attorney and Fee Agreement, Navitsky, Olson & Wisneski LLP is entitled to a fee of 35% of the gross settlement, plus expenses. 11. Navitsky, Olson & Wisneski LLP, on behalf of the Estate of Claire D. Cressler, spent considerable time and effort in the investigation and preparation of the case. Expenses in this matter total $1,675.13. 12. A Medicare lien in the amount of $16,220.19 has been asserted and is subject to compromise. For example, the lien amount will be reduced by 35%, as this is the amount to be paid by your Petitioner for attorney fees. 13. There are sufficient assets in Decedent's Estate to satisfy any other outstanding debts, of which the only known debt would be the subrogation lien of Medicare. 14. By reason ofthe death of Decedent, one cause of action exists against the Defendants in favor of Decedents' grandchild; namely, a Survival Claim. 15. Petitioner's counsel has received approval from the Department of Revenue to allocate all ofthe settlement proceeds to the survival action. A letter from the Pennsylvania Department of Revenue is attached hereto as Exhibit H. 16. Your Petitioner believes, in accordance with the terms of the Power of Attorney and Fee Agreement and the Department of Revenue's acknowledgement letter, a fair, just and equitable distribution of all settlement proceeds would be as follows: a. Estate of Claire D. Cressler's Survival Action Allocation (100% of net proceeds of$43,031.75) $43,031.75 b. Navitsky, Olson & Wisneski LLP Legal Fees (35% of settlement proceeds) $29,750.00 let 18 07 03: 02p NOW LLP 7175418206 p.5 c. Medicare lien $16,220.19 reduced by 35% ($5,677.07) d. Navitsky, Olson & Wisneski LLP expenses TOTAL $10,543.12 $ 1,675.13 $85,000.00 17. The net settlement proceeds shall be divided equally among the beneficiaries of Decedent's Estate. 18. An Affidavit signed by the Petitioner requesting Court Approval in accordance with the terms of this Petition is attached hereto as Exhibit 1. WHEREFORE, your Petitioner prays that this Honorable Court enter an Order approving said compromise settlement, directing distribution of proceeds in accordance with the terms of the Petition and authorizing the Petitioner to sign a Release and to mark the above captioned matter settled and discontinued. Respectfully submitted, NA VITSKY, aLSO & WISNESKI LLP Date: ~ JUl 0, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEIGLE JERRY A WEIGLE & ASSOCIATES PC 126 E KING STREET SHIPPENSBURG, PA 17257 ______n fold ESTATE INFORMATION: SSN: 183-07-8344 FILE NUMBER: 2103-0568 DECEDENT NAME: CRESSLER CLAIRE 0 DATE OF PAYMENT: 02/12/2008 POSTMARK DATE: 02/11/2008 COUNTY: CUMBERLAND DATE OF DEATH: 10/25/2002 NO. CD 009292 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $13.09 I I I I I I I I TOTAL AMOUNT PAID: $13.09 REMARKS: RECEIPT TO ATTORNEY CHECK# 259 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OIVISION PO BOX 280601 HARRISBURG PA 1712B-D601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (06-05) JERRY A WEIGLE ESQ WEIGLE & ASSOCS 126 EKING ST SHIPPENSBURG PA 17257 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-11-2008 CRESSLER 10-25-2002 21 03-05~8 \_ .J CUMBERL~~ 101 :.:~) -:0 APPEAL DATE: 04;Y~20~ ( See reverse side under~ons-.)- ::::n~H:~:i::~:JLE AND~~~iT P:;ME~~ REGISTER OF WILLS CUMBERLAND CO COURT HOUSE~ CARLISLE, PA 17013 co CLAIRE D TO: CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS of- -----------~------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CRESSLER CLAIRE D FILE NO. 21 03-0568 ACN 101 DATE 02-11-2008 TAX RETURN WAS: J ACCEPTED AS FILED ( XJ CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 0 J Stocks and Bonds (Schedule BJ (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) .00 .00 .00 .00 43,042.56 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 8. Total Assets (8) 43,042.56 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. 11. 12. 13. 14. Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return (9) (10) 5,082.68 .00 (11) (12) (3) (4) 5.082.68 37,959.88 .00 37,959.88 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 11. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: CI5) .00 X 00 .00 CI6) 37,959.88 X 045 = 1,708.19 CI7) .00 X 12 = .00 (8) .00 X 15 = .00 (9)= 1,708.19 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-27-2007 WRITEOFF .00 412.11 11-01-2007 CD008900 .00 1,708.19 BALANCE OF UNPAID INTEREST/PENALTY AS OF 11- 02-2007 TOTAL TAX CREDIT 1,708.19 I BALANCE OF TAX DUE .00 INTEREST AND PEN. 13.09 TOTAL DUE 13.09 \ * IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. { IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE 6 A REFUND. SEE REVERSE SIDE OF THIS FORM FnR Tr-I"'TRI'/"TTn..'" , , ", t~ t~ ;;." %, \0 .4) V .a;. :~ "tu .~, ~. 4"" ;'J ~ .;: '-i" '~.W;~: ;cr:~ ~ ~ ~i~ 1 %::1 fJ.;. ~. , ,~: ~:<., r-~ ~~. t...:- f'~ .r-\ . ~ ~ ~ ~ rJ1 ..., ~ do; 1- '--' > do; 11) ~ ~ ~ M ~~W~ U < ~~ ~ ~~ .~ rJ1 ~ ~ .~ < ~ ~ '.-a ~ ~ ~ (~ ~ .....~ ...1 :a ~ rJ1 )000< ~ ~ ?-o ~ g o u ~ t1l M H <U .g ? u tIl M M -.-l ;3 <.H o H <U ~ tIl -.-l bO <U p:\ <U tIl ;::l o -e H ;::l o U ?-o ~ g o u ~ t1l M H <U .g ? u C'"l ...... o r- ...... <l1 P-< <U M tIl -.-l M H t1l U *~-;-. ~~ " \,0 -:) -"',: - - - - - - - - - - - '''1 '... o '"1 I." \.~\ IT! iTl iT! \)1 + ft) .rl o r'" .... c G'...; EST ATE OF CLAIRE D. CRESSLER File No. 21-03-0568 F AMIL Y SETTLEMENT AGREEMENT THIS AGREEMENT made this Jrr;/ day of fiilU.tJt., ,2008, BETWEEN: DEBBIE A. CHESTNUT, RAY E. CRESSLE , and RONALD L CRESSLER, being the successor legatees under the Last Will and Testament of Claire D~ Cressler, late of Shippensburg Township, Cumberland County, Pennsylvania, _.n.~ AND RONALD L. CRESSLER, Administrator DBNCT A of the Estate of Claire D: Cressler, deceased. WHEREAS, Claire D. Cressler died October 25,2002, testate, and under her Will left her estate to Ronald E. Cressler; and WHEREAS, Letters of Administration CT A were granted to Ronald E. Cressler on July 4,2003, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, the said Ronald E. Cressler passed away on October 1, 2003; and WHEREAS, Letters of Administration DBNCT A were granted to Ronald L. Cressler on November 25, 2003, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, all assets of the late Claire D. Cressler having been liquidated or distributed and all her debts paid in full, the said parties hereto desire to waive the duty of the Administrator to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court Division, AND FURTHER desire WEIGLE & ASSOCIATES. PC - ATTORNEYS AT LAW ~ 126 EAST KING STREET ~ SHIPPENSBURG. PA 17257-1397 \ \ .,J that a Family Settlement Agreement be executed, which Family Settlement Agreement will be duly recorded among the deed records in and for Cumberland County. NOW, THEREFORE, WITNESSETH, that the parties hereto, in consideration of the premises above stated, and of the Accounting and Proposed Schedule of Distribution attached hereto and made a part hereof, and the receipt of their distributive shares as therein shown, do bind themselves to the said Distribution and Accounting as set forth and further mutually release Ronald L. Cressler, Administrator, from all claims and demands whatsoever arising out of settlement of the Estate of Claire D. Cressler. The parties hereto do further agree that should any liability come due to the estate of the said decedent after the signing of this agreement, they do hereby covenant and agree with the aforesaid personal representative that they will contribute pro rata their shares of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representative after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the day and year first above written. @/Jj; ~ C~t~~~L(SEAL) Debbie A. Chestnut -!%t( CF~( Ray . Cressler -( 'Ie ' ./., . /, / / ,/ .' ~ o~~([C&SSler cl.Cod4 < (SEAL) (SEAL) WEIGLE & ASSOCIATES, P.C - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND S'" On this the 2 I - day of f~~j'''''Ll~~:J- ' 2008, before me, a Notary public in and for said County and State, the undersigned officer, personally appeared DEBBIE A. CHESTNUT, RA Y E. CRESSLELR, and RONALD L. CRESSLER, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ic-;,(, j/ /(iuc t. ' (SEAL) Notarial eal Uncia K. Klein, Notary Public Shippensburg, PA Cumberland County Commission Expires Au ust 15, 2008 WEIGLE & ASSOCIATES, Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257.1397 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-03-0568 Estate of Claire D. Cressler, Deceased -- --- Late of Southampton Township Account Ronald L. Cressler, Administrator Social Security #: Tax ID #: Date of Death: Date of Incapacity, if any: Date of Executor's Appointment: Date of First Complete Advertisement: Accounting for the Period: 183-07 -8344 26-6167539 1 0/25/2002 None 11/25/2003 None 10/25/2002 to 02/15/2008 Purpose of Account: Ronald L. Cressler, Administrator, offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jerry A. Weigle Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 717/532-7388 Supreme Court I.D. No. 01624 SUMMARY OF ACCOUNT Estate of Claire D. Cressler, Deceased For the period of October 25.2002 throuah February 15. 2008 Proposed Distributions to Beneficiaries PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Commissions Fees Family Exemption Balance Before Distributions Transfer to (from) Principal Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings INCOME Receipts This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND Verification Paae 6 Current Value 36,161.60 1 2 2 2 2 0.00 0.00 175.00 1,721.28 2,152.13 2,832.55 0.00 4 5 7 Fiduciary Acquisition Value 36,161.60 43,042.56 0.00 43,042.56 6,880.96 36,161.60 0.00 0.00 36,161.60 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 36,161.60 SCHEDULE A RECEIPTS OF PRINCIPAL 09/27/2007 Subseauent Principal Receipts Navitsky, Olson & Wisneski LLP - proceeds of litigation settlement received 09/27/2007 Total Subsequent Principal Receipts Total Adjustments and Subsequent Receipts 43.042.56 Total Receipts of Principal 1 Fiduciary Acquisition Value 43.042.56 43.042.56 43.042.56 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Administration Expenses 10/25/2007 Linda K. Klein - notary fee 15.00 10/25/2007 Register of Wills, Cumberland County - filing 15.00 Pennsylvania Inheritance Tax Return 10/25/2007 Register of Wills, Cumberland County - 2 Short 8.00 Certificates 10/25/2007 Weigle & Associates, P.C. - reserve for filing 75.00 Family Settlement Agreement with Register of Wills, Cumberland County 11/02/2007 Register of Wills, Cumberland County - 62.00 additional probate fee Total Miscellaneous Administrative Expenses 175.00 Federal. State & Local Taxes 1 0/25/2007 Register of Wills, Cumberland County - 1.708.19 Pennsylvania Inheritance Tax 02/11/2008 Register of Wills, Cumberland County - interest 13.09 on Pennsylvania Inheritance Tax Total Taxes 1.721.28 ~nrnrni~~inn~ 10/25/2007 Ronald L. Cressler, Administrator 2.152.13 Total Commissions 2.152.13 Fees 10/25/2007 Weigle & Associates, P.C. 2.832.55 Total Fees 2.832.55 2 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued TOTAL DISBURSEMENTS OF PRINCIPAL 6.880.96 3 # Units PRINCIPAL BALANCE ON HAND Description Cash Estate Account Total Cash 4 Current Value 02/15/2008 or as Noted 36.161.60 36.161.60 36.161.60 Fiduciary Acquisition Value 36.161.60 36.161.60 36.161.60 # Units COMBINED BALANCE ON HAND Description Cash Estate Account Total Cash 5 Current Value 02/15/2008 or as Noted 36.161.60 36.161.60 36.161.60 Fiduciary Acquisition Value 36.161.60 36.161.60 36.161.60 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 02/15/2008 Acquisition or as noted Value TO: Debbie A. Chestnut Cash - 1/3 share of estate 12,053.87 12,053.87 12,053.87 12.053.87 TO: Rav E. Cressler Cash - 1/3 share of estate 12.053.87 12.053.87 12.053.87 12.053.87 TO: Ronald L. Cressler Cash - 1/3 share of estate 12.053.86 12,053.86 12,053.86 12,053.86 Total 36,161.60 36,161.60 6 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-03-0568 Estate of Claire D. Cressler, Deceased Verification Ronald L. Cressler, Administrator under the Last Will and Testament of Claire D. Cressler, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his/her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. f?on(l1jJ~ t \Q.(~tA " Ronald L. Cressler Dated: F/~ 1-1, LodiT 7 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Claire D. Cressler Date of Death: 10/25/2002 File Number: 21-03-0568 Pursuant to Pa. O.C. Rule 6.12, 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: IXI Yes D 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? DYes IXI No 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? IXI Yes D No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date 02/21/2008 Q/ Personal Representative Jerry A. Weigle Esquire Name of Person Filing this Form 126 East King Street L7 r,-' \ \,l,d v t;j:J L "~-I : i \ Address Shippensburg, PA 17257 City, State, Zip 717/532-7388 Form RW-10 Rev, 10-13-2006 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc. ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,- - -- -- .- NOTICE OF INHERITANCE TAX .:APp!RAtSEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 02-11-2008 ESTATE OF CRESSLER CLAIRE D DATE OF DEATH 10-25-2002 FILE NUMBER 21 03- 0568 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 04-11-2008 ( See reverse side under Objections) Amount Remittedl ~ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --. RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CRESSLER CLAIRE D FILE NO. 21 03-0568 ACN 101 DATE 02-11-2008 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OIVISION PO BOX 280601 HARRISBURG PA 17128-0601 i =3 22 r~: 'll ~ : " ~ .' / I.... to- JERRY A WEIGLE ES~j WEIGLE & ASSOCS 126 EKING ST SHIPPENSBURG PA 17257 REV-1547 EX AFP (06-05) TAX RETURN WAS: ( ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate NOTE: 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT DATE 09-27-2007 1l-01-2007 RECEIPT NUMBER WRITEOFF CD008900 DISCOUNT (+) INTEREST/PEN PAID (-) .00 .00 X) CHANGED SEE ATTACHED NOTICE (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 43,042.56 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8) 43,042.56 (9) CIO) 5,082.68 .00 CI1) CI2) CI3) CI4) Ii.D8?68 37,959.88 .00 37,959.88 CIS) (16) (17) (18) .00 X 00 .00 37,959.88 X 045 = 1,708.19 . 00 X 12 . 00 .00 X 15 . 00 CI9)= 1,708.19 AMOUNT PAID 412.11 1,708.19 BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-02-2007 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,708.19 .00 13.09 13.09 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. (\, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) INHERITANCE TAX EXPLANA TION .. OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME Claire D. Cressler FILE NUMBER Anita McCully ACN 2103-0568 101 REVIEWED BY ITEM SCHEDULE NO. E 1 EXPLANATION OF CHANGES Interest is abated in the amount of $412.11 from the delinquent date 07-25-2003 to 09-27- 2007, the date of receipt of the proceeds of litigation. Interest is effective 09-28-2007. ROW Page 1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1607 EX AFP (03-05) ("-:"- DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-03-2008 CRESSLER 10-25-2002 21 03-0568 CUMBERLAND 101 CLAIRE D ,', .,. ,..., I 0 ~," ') ^ -. ,; ,. ,( ;\ J I . ~. i , - ,- 'r" ' JERRY A WEIGLE ESQ WEIGLE & ASSOCS 126 EKING ST SHIPPENSBURG PA 17257 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF CRESSLER CLAIRE D FILE NO. 21 03- 0568 ACN 101 DATE 03- 03-2008 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-04-2008 PRINCIPAL TAX DUE: 1,708.19 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-27-2007 WRITEOFF .00 412.11 11-01-2007 CD008900 .00 1,708.19 02-11-2008 CDOO9292 13.09- 13.09 TOTAL TAX CREDIT 1,708.19 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 $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) )