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HomeMy WebLinkAbout03-0639 PETITION FOR PROBATE and GRANT OF LETTERS also known as To: ' Register of Wills for the County of ~ote0t~_~./~A/.~/3 in the Commonwealth of Pennsylvania 13 ~ Deceased. Social Security No. ! ~1 q -- ~ ? ~_ ~.~ The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execute!E/5 in the last will of the above decedent, dated J ~eog. '~, and codicil(s) dated named , (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~'~ ~A 0,E g_ £/~ ~D ~O h ~ _~ last family or prip~ipal residence at - -i~-~ 9. '6' i~ n) K' c.. ~. (list street, number and mnncipality) Decendent, then ¢~' years of age, died ]k ¢ g ~ L 1 7, ~.Ob~ Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: County, Pennsylvania, with Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters -F't~; ~-/~. rX~vTYk~- t9 theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) /'7 Sworn to or affirmed and subscribed ~ before me this 5th __ day of ~) ~__ ~u~st. . .~ t~ 2003 / OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF (_e, ~.o_._L.a~o 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 represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. No. 2x-2003-639 Estate Of ~'~ ,~ m I /306~ ~.f. , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW August 6th ~ 2003., in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated '-3 u._~t~ 7: l cl~ _~ described therein be admitted to probate and filed of record as the last will of (~l..~m/u '~ ./~0B~ ~' and Letters ~/'-6 are hereby granted FEES 50.00 Probate, Letters, Etc .......... $ Short Certificates(5) .......... $15.00 ~l~maaa6ai~ut m-page~ .(.2)... $ 6.00 JCP $ 10.00 TOTAL __ $ 81.00 Filed A~gust..6th, 2D.~3 ................. Mailed Letters to Attorney on 8/6/2003. PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9095102 No. Local Registrar APR i 2003 Date 21-2003-639 5.;43Re z/a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,~1~ Burner Mechani~ ........ ~ ~ ~ I~'~ ~ ~.(~' ~"~'~'~' e ec ....... . P. Bobb ~8~2 Senec~ &ye. C~mp ~illt Pt. ~l~.pril 22, 2003 /st. aohns Cemetery ~mpSen ~wp. Cumb. Co . .., ~11248 L ,,~ss~ n Funeral Home & C S LAST WILL AND TESTAMENT OF GLENN I. BOBB, SR. I, GLENN I. BOBB, SR., of 3812 Seneca Avenue, Camp Hill, Lower Allen Township, Cumberland County, Pennsylvania, 17011, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all other Wills and Codicils previously made by me. ITEM I: I direct the payment of all my just debts, expenses of my last illness, funeral expenses, perpetual care of my burial lot, suitable marker for my grave and the costs of administrating my estate from my estate as soon after my death as conveniently may be done. ITEM II: I give, devise and bequeath all of the rest, residue and remainder of my estate of every nature and wherever situate, together with all insurance policies thereon, unto my wife, PAULINE F. BOBB, providing she shall survive me by ninety (90) calendar days. ITEM III: Should my wife, PAULINE F. BOBB, predecease me or die on or before the ninetieth (90th) day following my death, I then give, devise and bequeath all the rest, residue and remainder of my estate as follows: A. One-half (1/2) of the residue to go to BRENDA D. ORR, my daughter, absolutely; Be JOYCE A. REHM, my daughter, absolutely; C. One-fourth (1/4) of the residue to go equally to BARRY W. BOBB, DENNIS E. BOBB and GLENN I. BOBB; D. In the event any of the above predecease me, then his or her share to go to his or her children per stirpes and not per capita. ITEM I~: I direct that any and all taxes that may be assessed in consequence of my death, including all Inheritance, Estate and Transfer Taxes imposed upon my estate passing under my Will or otherwise, shall be paid out of the principal of my residuary estate as a part of the expense of the administration of my estate. ITEM V: I authorize and empower my personal representative and/or said Trustee representative to compromise, adjust, release and discharge in such manner as my personal representative may deem proper, all debts and claims owed by or to me or my Estate; to sell, lease or exchange at public or private sale or in such manner, at such prices, and upon such terms of credit or otherwise, as my personal representative or said Trustee may deem proper, all or any part of my property, real or personal; to execute, acknowledge and deliver instruments of conveyance, including deeds in fee simple; to borrow money for the purpose of paying estate, inheritance or other taxes which are required to be paid and to secure any such loan by pledge or mortgage of all or any part of my property and to execute the necessary instruments to carry out such powers; to distribute my estate in kind or partly One-fourth (1/4) of the residue to go to in money or partly in kind, and to determine the fair value at which any property so distributed in kind shall be received by the distributees; to conduct any business in which I have an interest at the time of my decease, for such period as my personal representative may deem proper, power to borrow money and pledge assets of the business and the power to do all other acts that I, in my lifetime could have done, to delegate such power to any partner, manager or employee without liability for any loss occurring therein and to organize a corporation to carry on said business as capital to such corporation and accept stock in the corporation in lieu thereof and hold such stock for the uses of this my Will, and to vote said stock or sell the same as to my personal representative may seem best; to retain all stocks, assets, bonds and investments owned by me without being confined to what is known as legal investments; to execute any options to purchase, to apply for stocks, bonds or other investments, to purchase or otherwise acquire real estate and to execute the same powers thereover as hereinbefore provided, to retain indefinitely any part of my assets, real or personal, which is or may become unproductive or to make sale thereof; to pay carrying charges and expenses of the property out of other principal or income of my estate; to invest and reinvest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to the principle of diversification or risk; to exercise any law-given option to treat administrative expenses either as income tax or as estate tax deductions, without regard to whether the expenses were paid from principal or income. The powers herein conferred shall be to my named personal representative and said Trustee and all successors thereto and shall be in addition and not in limitation of other powers conferred on said fiduciaries. Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to any beneficiary shall be made upon the sole receipt of the respective beneficiary to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge and free from control by the creditors of any such beneficiary. All shares of principal and income hereby given shall be free from anticipation, assignment, pledge or obligation of the beneficiaries and any of them and shall not be subject to any execution or attachment, levy or sequestration or other claims of the creditors of said beneficiaries or any of them. ITeM VI: All shares of principal and income hereby given shall be free from anticipation, assignment, pledge or obligation of the beneficiaries and any of them and shall not be subject to any execution or attachment, levy or sequestration or other claims of the creditors of said beneficiaries or any of them. ITE~ VII: I nominate, constitute and appoint my two (2) daughters, BRENDA D. ORR and JOYCE A. REHM, or the survivor of them, as the sole Co-Executrixes of this my Last Will and Testament, to serve without bond. IN WITNESS WHEREOF, I, GLENN I. BOBB, SR., have, to this my Testament, set my hand and seal this 77-~ day Last Will and GLENN ]~. BOBB, SR. (SEAL) Signed, sealed, published and d~c~ared by GLENN I. BOBB, SR., the abo~-named Testator, on the ~ day of ~~ , 199~, as ~nd for his Last Wil~ and Testament ~ the presence of us, who, in his presence and in the presence of each other have, at his request, subscribed our names as witnesses hereto. Name residing at residing at COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF ~ )) SS: We, the undersigned, the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby declare to the undersigned authority that we were present and saw the Testator sign and execute the instrument as his Will, and that he had signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses and that to the best of their knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence; and I, the said Testator, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Testator Witness ~ ~ Witness Sworn to and subscribed before me this ~.~J day~ of , ~--~ , 199~ ~r .~ . NOTARY' PUBliC . My COmmission Expire~/~--- /J/- q~ ~ Fairview Twp., York County My L;ommission Expires March 14, 1994 Member, Pennsylvania ~alion of Notaries THE LAST WILL AND TESTAMENT OF GLENN I. BOBB, SR. DATED: June 7th , 1993. ROBERT E. MYERS ATTORNEY AT LAW i~ YORK ROAD NEW CUMBERLAND, I~A 170/0 (717) 774.-31~5 CERS?IFICATION OF NOTICE UNDER RULE §5.6(a) Name of Decedent: Glenn I. Bobb, Sr. Date of Death: April 17, 2003 Will No. 2003-00639 PA No. 21-01-0639 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans Court was served on or mailed to the following beneficiaries of the above captioned estate of Glenn I. Bobb, Sr. Name: Pauline F. Bobb Address: 3812 Seneca Ave. Camp Hill, PA 17011 Brenda D. Orr 447A Lewisberry Rd. New Cumberland, PA 17070 Joyce A. Rehm 935 Gettysburg Pike Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: Signature'S/ Capacity: Name: Robert E. Myers Address: 100 York Road New Cumberland, PA 17070 Telephone No. 717-774-3163 Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEP mENT OF DEPT, 2~1 ~~ISBURG, PA 1712~0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER I- z .I UJ Iii iii DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE~ OF DEATH (MM~DD-yEAR) - DATE OF BIRTH (MM-DD-YEAR) (IF A-PrbLIC..ABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER THIS RETURN MUST BE FILED IN DUPUCATE WiTH THE REGISTER OF WILLS SOCIALSECURrP(NUMBER ~1. Original Rthum E~4. Limited Estate []6. Decedent Died Taslate {AUa~ copy M',~dq [] 9, Liligetlen Proceeds Received r--] 2. Supplemental Batem [~] 4a, Futura Interest Compromise {da~ o~ ~ 12.1282) [~7. Decedent Maintained a Living Tmel [] 10. SpeuesI Pover[y Credit (~am ~'d,~m ~,een 12-~l-m ~ 1o1-~) [] 5. Federal Estete Tax Rethm Required __ 8. Total Number of Sate Deposit Boxes r--~l 1, Elechce te tax under Sec. 9113(^) (AUach S~ OI FIRM NAME ~ELEPHONE NUMBER 1. Rasl Estete (Schedule A) (1) ¢..---- 2. Skx:ks and Bonds (Schedule B) (2) ~ 3. Closely Hekt Corpeeaion, Pwtna~ship or Sole-Proprietarsblp (3) 4. Mortgages & Notes Rena~ (Sched~ D) (4) 5. Cash, Bank Deposits & Miscellaneous Pementh Properly (5) (Schedule E) Probedy (s~edute F) (6) ~'~, b {~ _n D 6. JothUy Owned ]Separate Billing Requested 7. Inter-VNos Transthm & Miscellaneous Non.Probate Property (7) (Schedule G or L) 8, Total Gross Aaxeto (total Lines 1-7) (8) 9, Funarai Expenses & Administrative Costs (Schedule H) (9) I ~: .'?~-,.~ ~.~. 10. Debte of DecedenC Mo~gage Liabilities, & L~ (Schedute I) (19) 11. Total Deducflona (tetei Unas 9 & I0) (11) 12. Net Value of Estate (Li~e 8 minus Line 11) (12) 13. Clmdtebte end Governmental Beqnasts/Bae 9113 Truste for which an blecti~n te lex has nat been (13) made (Bahed~e J) 14, Net Value Subject to Tax (Line 12 minus Line 13) (14) COMPLETE MAILING ADDRESS ~_~ OFFICIAL USE ONLY B~E iNSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15, Amount of Line 14 taxable at the spousal tax rote, or transfers under Sm:. 911B (.)(1.2) '~..~), ! ~ x.0 (15) 16. Amount ef Una 14 taxable at lineal rate x .0 (16) 17, Amount of Line 14 taxable at sibling rate x ,12 (17) 18, Amount of Line 14 texable at collateral rate x ,15 (18) 19. Tax Dna (19) _/).bO Decedent's Complete Address: IST'REETADDRESS v'~- [ ~,~_ C~ .~ ) ~t~_ .B_' C )Jr ILl_ Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount (f) _/'J./) O Total Credits (A + B + C ) (2} l~-, 3. Interest/Penalty if applicable D. Interest E. Penalty Total interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I 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 BUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE BUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] E~' 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, f 982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] 4. Did decedent own an individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pedury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, CO~TeCt and complete. Declaration of preparer other than the personal representative is based on all informabon of which preparer has any knowledge SIGNATJo~E OF PERSON RESPONSIBLE FOR FILING RETURN /,2 DATE SIGN~F ~R OTHER THAN EEPEESENTATIVE For dates of death on or after July 1, 1994 aed before Janua~ 1, 1995, the ~x rote im~sed on the net value of tmnsfem to or for the use of the sumiving spouse is 3% For dates of death on or after Janua~ 1, 1995, ~e tax rote imposed on the net value of tmnsfem to or for the u~ of the su~iving s~use is 0% [72 P.S. ~9116 (a) (1.1) (ii) The statute d~es not exemDt a transfer to a sumJving spouse ~om ~x, and the statuto~ requirements for disclosure of a~ets aed filing a ~x return am stiff appli~ble even the su~Jving spouse is the only benefida~. For dates of death on or after July 1, 2000: The tax rate im~sed on ~e net value of tmnsfem from a deceased child ~en~4ce years of age or younger at death to or for the usa of a satuml parent, an adoptive pamn or a stepparant of the child is 0% ~2 RS. ]9116(a)(J.2)]. The ~x mia imposed co the net valce of transfers to or for the cee of the de~denfis lineal beneficiaries is 4.5%, except as noted in 72 P.S. ]9116(1.2) [72 P.S. ]gJ16(a)(1)]. ~e tax rate im~sad on ~e net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ]9116(a)(1.3)]. A sibling is defined, under Sec~co 9102, as a individual who has at least one parent in ~mmon with ~e dec~ent, whether by bl~d or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAN RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY File NUMBER Oa- ~3-Dg3q include the proceeds of litigation and the dote the proceeds were received by the estate, All property Jointly.owned with the right of survivorship must be disclosed on Schedule F. iTEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH TOTAL (Also enter on line 5, Recapitulation) $/~/~' 1 ~-, ~- more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECECENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER If an asset was made Joist ~ln one year of the denedent's date of death, it must be repo ~ed on ~hedule O. SURVIVING JOINT TENANT(S) NAME ADDRESS RElaTIONSHIP TO DECEDENT JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROf~RTY % OF DATE OF DEATH ITEM FOR JOINT MADE {ndude name of finandal institution md bank acceunt number (x similar ideni~ying number, Attach DATE OF OEATH DECD'S VALUE OF NUMBER TENANT JOINT deed f(x ~n6y-heki real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERFR TOTAL(Also enter on line 6, Recapitulation) $ "~ b, 0 O0. c~ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 'FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Secudty Number(syEIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) C,aimant 7, Street Address '~'~)0.. ~-c_~;C_~ .~U~ ~.,~ · Ci~ C~ ~,[ I., ~- [~tl State Zip 17ox~ Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees ~o0. o3 TOTAL (Also enter on line 9, Recapitulation) $ l ~,,"~ ~ '~ ~ (if more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER I 1. SCHEDULE J BENEFICIARIES NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS )include outright spousal distributions, and transfers under Sec, 9116 (a) (1.2)] FII~E NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) ~MOUNTORShARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART !!- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) DEPOSITTICKET CASH CHECKS PLEASE LI~T SEPARATELY SHOWING BANK'S TRANSit NUMBER LESS CASH RECEIVED .'PNCBAN DOLLARS CENTS CHECKS , <J 11 /5- THIS DEPOSIT IS ACCEPTED SU BJ ECTTO VERIFICATION DEPOSITS MAY NOT BE AVAILASLE FOR IMMEDIATE WITHDRAWAL. * 220 Deposit Check B4 5140005201 11:23 25RUD~ 0400011601 lllSlt116§ 40100075 This depoott or Peyaent is accepted eubjoct to verification and to the rules and regulations of this bank. Deposits nay not bo available for laledleta withdrawal. Receipt should bo held until varified ofth your etatelent. NEW CUM]II'LAND, PA 17070 LAST WILL AND TESTi%~4E~]T OF GLENN I. BOBB, SR. I, GLENN I. BOBB, SR., of 3812 Seneca Avenue, Camp Hill, Lower Allen Township, Cumberland County, Pennsylvania, 17011, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoki=~g all other Wills and Codicils previously made by me. ITEM I: I direct the payment of all my just debts, expenses of my last illness, funeral expenses, perpetual care of my burial lot, suitable marker for my grave and the costs of administrating my estate from my estate as soon after my death as conveniently may be done. ITEM II: I give, devise and bequeath all of the rest, residue and remainder of my estate of every nature and wherever situate, together with all insurance policies thereon, unto my wife, PAULINE F. BOBB, providing she shall survive me by ninety (90) calendar days. ITEM III: Should my wife, PAULINE F. BOBB, predecease me or die on or before the ninetieth (90th) day following my death, I then give, devise and bequeath all the rest, residue and remainder of my estate as follows: Ao One-half (1/2) of the residue to go to BRENDA D. ORR, my daughter, absolutely; 30YCE A. REHM, my daughter, absolutely; C. One-fourth (1/4) of the residue to go equally to BARRY W. BOBB, DENNIS E. BOBB and GLENN I. BOBB; D. In the event any 'of the above predecease me, then his or her share to go to his or her children per stirpes and not per capita. I~EM IV: I direct that any and all taxes that may be assessed in. consequence of my death, including all Inheritance, Estate and Transfer Taxes imposed upon my estate passing under my Will or iotherwise, shall be paid out of the principal of my residuary estate as a part of the expense of the administration of my estate. ITEM V: representative and/or adjust, release and authorize and empower my personal said Trustee representative to compromise, discharge in such manner as my personal representative may deem proper, all debts and claims owed by or to me or my Estate; to sell, lease or exchange at public or private sale or in such manner, at such prices, and upon such terms of credit or otherwise, as my personal representative or said Trustee may deem proper, all or any part of my property, real or personal; to execute, acknowledge and deliver instruments of conveyance, including deeds in fee simple; to borrow money for the purpose of paying estate, inheritance or other taxes which are required to be paid and to secure any such loan by pledge or mortgage of all or any part of my property and to execute the necessary instruments to carry out such powers; to distribute my estate in kind or partly , an~~ 5o ~rmlne ~e ~lr Val~6--a~c which any property so distributed in kind shall be received by the distributees; to conduct any business in wh%ch I have an interest at the time of my decease, for such period as my personal representative may deem proper, power to borrow money ~nd pledge assets of the business and the power to do all other acts that I, in my lifetime could have done, to delegate such power to any partner, manager or employee without liability for any loss occurring therein and to organize a corporation to carry on said business as capital to such corporation and accept stock in the corporation in lieu thereof and hold such stock for the uses of this my Will, and to vote said stock or sell the same as to my personal representative may seem best; to retain all stocks, assets, bonds and inves~ents owned by me without being confined to what is known as legal investments; to execute any options to purchase, to apply for stocks, bonds or other investments, to purchase or otherwise acquire real estate and to execute the same powers thereover as hereinbefore provided, to retain indefinitely any part of my assets, real or personal, which is or may become unproductive or to make sale thereof; to pay carrying charges and expenses of the property out of other principal or income of my estate; to invest and reinvest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to the principle of diversification or risk; to exercise any law-given option to treat administrative expenses either as income tax or as estate tax deductions, without regard to whether the expenses were paid from principal or income. The powers herein conferred shall be to my named personal representative and said Trustee and all successors thereto and shall be in addition and not in limitation of other powers conferred on said fiduciaries. Any and all payment o~ payments of any sum or sums, whether in cash or in kind and whether for Drincipal or ~nc°~eI ?yable to any beneficiary shall be made Upon the sole ~ecelpt o~ the respective beneficiary to whom the -- payment is made, and free from anticipation, alienation, assignment, attachment, and pledge and free from control by the creditors of any such beneficiary. All shares of principal and income hereby given shall be f~ee from anticipation, assignment, pledge or obligation of the beneficiaries and any of them and shall not be subject to any execution or attachment, levy or sequestration or other claims of the creditors of said beneficiaries or any of them. ITEM VI: All shares of principal and income hereby given shall be free from anticipation, assignment, pledge or obligation of the beneficiaries and any of them and shall not be subject to any execution or attachment, levy or sequestration or other claims of the creditors of said beneficiaries or any of them. ITEM VII: I nominate, constitute and appoint my two (2) daughters, BRENDA D. ORR and JOYCE A. REHM, them, as the sole Co-Executrixes of this Testament, to Serve without bond. or the survivor of my Last Will and IN WITNESS WHEREOF, I, GLENN I. BOBB, SR., have, Last Will and Testament, set my hand and seal this to this my GLENN f. BOBB, SR. (SEAL) Signed, sealed, published and declared by GLENN I. BOBB, SR., the above-named Testator, on the _~__ day of <~/~ , 199~ as and for his Last Will and Testament ~ the presence of us, who, in his presence and in the presence of each other have, at his request, subscribed our names as witnesses hereto. Name residing at Nam~ U residing at COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU pF INDIVIDUAL TAXES ,""''':'"\;.,..', f'\:Cif"E \J~F INHERI"I...I\ICE TAX DIVISION Ri-O,J:'i)C',j \j:-i ;\,) NOTICE OF INHERITANCE TAX PO BOX 2BO." -" A,I\l!~IQ:SEMENT, ALLOWANCE OR DISALLOWANCE HARRISBURG, PA 17128-0601 ',:df'DEDUCTIONS AND ASSESSMENT OF TAX *' REV-1547 EX AfP (09-041 2005 JAH I 0 p,l; 9: 41 CLERK Of ORPHmS CC~~1lT ROBERT E MYERS IOn I ,,\-, , , , CU!k'";:,, ..,'" 100 YORK RD NEW CUMBERLAND PA 17070 01-03-2005 BOBB SR 04-17-2003 21 03-0639 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN GLENN I Allount R...itt.d 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 -41 REV: iS4j-Eif-iiFP--roFiiiY-NoYicE--oF-J;-NHEifii'AiicE-YA'x-jippRiiisEii€NT:--iiLrOWAiicE-Cli----------- - - -- -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOBB SR GLENN I FILE NO. 21 03-0639 ACN 101 DATE 01-03-2005 I XI CHANGED SEE ATTACHED NOTICE TAX RETURN WAS: I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest {Schedule CJ 4. Mortgages/Notes Receivable (Schedule OJ S. Cash/Bank Deposits/Misc. Personal Property {Schedule EJ 6. Jointly Owned Property (Schedule fJ 7. Transfers (Schedule GJ 8. Total Assets .00 .00 .00 .00 12.912.48 70.000.00 .00 181 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax pay..ent. III 121 131 141 151 161 171 82,912.48 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 11,792.32 191 1101 .00 [111 1121 1131 1141 11 .79? 32 71,120.16 .00 71,120.16 NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Amount of line 14 at Spousal rate (15) 16. Amount of line 14 taxable at lineal/Class A rate (16) 17. Amount of line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. 71,120.16 x 00 = .00 x 045 = .00 X 12 = .00 x 15 = 1191= .00 .00 .00 .00 .00 II l+' AMOUNT PUD DATE NUMBER INTEREST/PEN PAID I-I TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUfc- AI A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I ~f\ REV.1470EX(6.B6) '* INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Glenn I BObb,Sr FILE NUMBER 2103-0639 REVIEWED BY ACN Deborah Washington 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H B-3 Per Section 3121 of 1994 Act, effective January 30,1995 the family exemption was increased to $3,500. RDW Page 1 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/15/2005 MYERS ROBERT E 100 OLD YORK ROAD NEW CUMBERLAND, PA 17070 RE: Estate of BOBB GLENN I SR File Number: 2003-00639 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: 4/17/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ '.-,' GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge J . Re~srerofVV~ofOwnbeclandCoun~ STATIJS REPORT UNDER RULE 6.12 Name of Decedent: bLts NtV l. H(}9~ Sf(.. Date of Death: APR.~-L I'" ,:1/)~ ~ ~(H~ ~ - Df'i lb 30\ Estate No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . Yes .I8l No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No ~ b. The separate Otphans' 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? Y es ~ No 0 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. ~~ UfUL / ,jO(~ .6.A/Y[ / I fc3Q' ~/lYJh(,//'J' /J/~ . ~~rl ~ /?d5S' 7/7-7~t, fl<f Date: ~~ ,/JO,L{ Signature <',,'''} ("'J ]5~el1j)tT O. Name i,... ~ I,~q fl7~ cA~l' fir 7d// 7/7" 7U3~ >t?02J Telephone No. Capacity: g Personal Representative o Counsel for personal representative ~