HomeMy WebLinkAbout03-0740 PETITION FOR ROBATE and GRANT OF LETTERS
also known as To:
Register of WiLts for the
, Deceased. County of t/!/,mk-~r'],cr~,,] in the
Social Security No. / ~ ~ -/~-~J- - ,5~ q Commonwealt-~ ~'l~e--n-ns~lv'ani~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut O ~- named
in the last will of the above decedent, dated
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in 0--axo~o( Itt. ~,,~ ~County, Pennsylvania_, with
h i ~ last family o~ principal residence at
' ' ~ -~ ~ ' (list street, number and muncipality)
Decqn~en~, then ~ . ,years of age,~ed
ExcePt a~oll$~s, aeceaen~ did ngt marry, was n~t divorced and did not flare a child born or adopted
after execution of th~will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: ~v 0
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 Pennsylva_.ni~
situated as follows:
WHEREFORE, petitioner(s) respectfully .reJ;tue_~) the prpbate of the last will and codicil(s)
presented herewith and the grant of letters ,'7"~--~7~.~e n'~-c~ c,~
(testamentary; admi~ration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEA, L~TH OF PE~NSYI[¥ANIA
COUNTY OF {_.fo_./s~. lo~ ( la. ~._/~
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 a,n~.truly administer the est~:l~ according to law.
_
Sworn to or affirmed and subscribed__
before me this ~ ~ day of
- k~ ~ .0oo.~'~ Register
No.
Estate Of DONAI D A YOHN ~ , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW %FPTFMRFR q; ?t3t3R 19 , 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 5-22-2000
described therein be admitted to probate and filed of record as the last will of
DONALD A YOHN SR ;
and Letters TESTAMENTARY
are hereby granted to DONALD A YOHN JR
FEES
Probate, Letters, Etc .......... $ ~35, Oo
Short Certificates(tO) .......... $. 30 · co
~,~,,,~a~a~ ~m~.. ~. .... $. !__~ .an:>
TOTAL __ $~.oo
Filed ....9.~ 9.-0.3 ........................
mailed to exec on 9-9-03
Register of Wills
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
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 Ofrice for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9 5 0 6 9 5 2 AUG :8 0 2.003
No. ~ Date
.~ t4~ Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA o DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
STATE FILE NUMBER
NAME OF DECEDENT (First. Middle. Last) SEX SOCIAL SECURITY NUMBER I DATF~F DEATH (Month. Day. Year)
t. Donald A. Yohn Sr. ~lale 12.88 - 12 - 5467 [,.(i'tt0t,.51 Zoc, ~005'
AGE (Last Bi~hday) ~NDER 1 Y~AR UNDER 1 DAY DATE OF BIRTHm BIRTHP~CE (City a~ PLACE OF DEATH (Check only one - see instructions on other s~e) - ~
M~s Days Houm Minutes (~n~. Day. Year) Slate ~ F~eign Count~) HOSPIT~: OTHER:
86 vr,.I I I I I ~/~/1017 mMillerstown, ....... ~ ~.~,,.-D ,o,D ..... -m .... n ~, ~
5. ~0111 ~ 7. Pa h. Home ~ · ~ (Spe~} ~ .
COUN~ OF DEATH I CI~. BORO.~F D~TH ~ FACILI~ NAME (If not institution, give sE~l and numar) IWAS DECEDENT OF HISP~IC ORIGIN? I~CE - A~n Indian. Black. While. eh
I I , , ~ .. ' INo~ Yes~lfyes ,p~,~Cuba, l( ~ i~)
,..Cumberland l, Pennsboro I'th 3e, ,r ........... ~ Il0. Whlte
DECEDEN]~B USUAL OCCUPATION KIND OF BUSINESS / INDUSTRY ~VAS DECEDENT EVER IN I DECEDENT'S EDUCATION MARITAL STATUS - Married, [ SURVIVING SPOUSE
Of ~i~ life; ~ not u~ ~N)I ] U.S ARMED FORCES? I (~e=~ only h~hest gr~e ~mp~} Never Ma~d. W~ed. I (if wi~. give maven name)
/ -D ,0.,,, ukk , ......, tu. Widower
-.. Brakeman I~. Conrail R.R. i~z ~. V ~.
DECEDENTS ~ILING ADDRESS (Street. C~y~own. State. Zip C~ I DECEOENT'S
. ACTUAL 17a. State ~nn~v~n~ 17c. ~ Yes. decedemiiv~ in ~amp~n ~p.
516 Salmon Road , RESIDENCE - dec~enl
-- · -- ~ I (See instructions live in a
~e Mecnan[csDurg, ~a Ionoth~de ,Tb. Cou.ty Cumberland towns~p? 17d.~ No. decedemlived
FATHER'S NAME (First. Mille. Last) ~ MOTHER'S NAME (FirsL MiddY. Maiden Surname)
~. Alfre~ F. Yohn I~' Etta Auker
INFOR~N~S NAME (TypelP~t) INFOR~NFS ~ILING ADDRESS (Street. City,own. Stale. Zip Code)
~o,. Donald A. Yohn Jr. I~0b. 2150 Chestnut St., Camp Hill, Pa 17011
METHOD OF DISP~ITION DATE OF DISPOSITION ~ P~CE OF DISPOSITION- Name of Cemete~. Cremato~ ]LOCATION - CilyE~n. S~te. Zip C~e
~,. oth.,(sp.~). ~ ~b. Sept 2, 2003 ,~.R°lling Green Mem Par,-'~.Camp Hill, Pa
[ OR PERSON ACTING AS SUCH L~CENSE NUMBER N~E ~0 ADDRESS OF FACILI~
~b. F.D.011897-L ~Sullivan F.H.~51 N. Enola Dr,Enola,Pa
LICENSE NUMBER DATE SIGNED
To the ~s( of my knowledge, death occurred at the ~ime. da[e and place s~[ed (M~th. Day. YeaQ
at lime of death to (Signature and Title)
~di~ cause of dea~.
23a. 23b. 23c.
Items 24-26 must ~ comp~t~ by TIME OF D~TH ~ DATE PR~OUNCED D~D (M~. Day. Year) WAS CASEREFERRED TO A MEDIC~ E~MINER/COR~E~
~monwhopro~un~sdeath. ~' , ,~ '1 J [I,,~ -I ~ ~r,r~ ~
Yes~
~. ~ wo r U.l~. ~,~u~r ~0' ~,~ _~ j~. No~
List only one cauls on each I~m. , inle~al ~tw~r not resulting in the underlying cause given in P~T I.
IMMEDIATE CAUSE (Final
disease or condtik~n
resulting in death)~
Sequentially list conditions b.
Enter UNDERLYING
CAUSE (Disease or mju~
thai initiated events
resulting on death ) LAST
onset and death
DUE TO (OR AS A CONSEQUENCE OF):
DUE TO (OR AS A CONSEQUENCE OF):
WAS AN AUTOPSY J WERE AUTOPSY FINDINGS MANNER OF DEATH
DATE
OF
iNJURY
TIME
OF
INJURY
PERFORMED? AVAILABLE PRIOR TO ~ (Mona. Day. Ye,r) j
J COMPLETION OF CAUSENatural Homicide []
o~z~r)F DEATH? ACcident E] Pendin{]lJgation Od ~bu011Lid.~ll g .... i~ ~::~
Yes 0 N Yes 0 No 0 Suicide 0 Could not be aetermined ~Ee~F(~JU Y-AIh ...... tr.t. factor,
28a. 128b. 29. 30e'
CERTIFIER (Che~ only ~e)
'CERTIFYING PHYSICIAN (Phys~ian ce~ing cause ~ dea{h when another physi~an has pronounced death and completed item 23) ~
To the best of my knowledge, death occurred due to the causes(s) and manner as stated ............................................................... ~
*PRONOUNCING AND CERTIFYING PHYSICIAN (~yinci~, b. ;h ~onouncing death and ce~ilying Io ~use of death)
To the best of my knowledge~ death occu~ed at tho time. date. and place, and due lo the causes(s) and manner as stated ...................... 0
'~D~ EX~N~CO~ONE~
On the basis of examlnatl~ and/or Investigation. In my opinion, death occurred at the time. date. and plat=, and due to the causes(s) and
INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED.
30c. 30d.
LOCATION {Sbeel, City/Town, Stale)
30[
['T-CENSE NUM~3ER J DATE S~rNE. D (Month. Day. Year)
,to. I". 8/28/03
NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH
(gem 27) Type or PHnt Dr. Kenneth Graf
~z532 N. Front St.~ Wormleysburq,Pa
DATE FILED (Month. Day. Year)
LAST WILL AND TESTAMENT
(Pour-Over Will)
OF
DONALD A. YOHN, SR.
IDENTITY
I, DONALD A. YOHN, SR., residing in the County of Cumberland, Commonwealth of Pennsylvania,
being of sound mind and memory, and not acting under duress or undue influence of any person
whomsoever, hereby declare this to be my Last Will and Testament, and I do hereby revoke all other former
Wills and Codicils to Wills heretofore made by me. My Social Security Number is 188-12-5467.
I have the following children: DONALD A. YOHN, JR. born April 26, 1954 and currently residing
in Camp Hill, PA and JUDITH ZIMMERMAN born July 25, 1938 and currently residing in New
Cumberland, PA and DONNA SCHORR born November 18, 1948 and currently residing in Camp Hill, PA
and BETTY LOU WEVODAU bom April 9, 1943 and currently residing in Carlisle, PA.
DEBTS, TAXES AND ADMINISTRATION EXPENSES
I have provided for the payment of all my debts, expenses of administration of property wherever
situated passing under this Will or otherwise, and estate, inheritance, transfer, and succession taxes, other
than any tax on a generation-skipping transfer that is not a liability of my Estate (including interest and
penalties, if any) that become due by reason of my death, under THE DONALD A. YOHN, SR.
REVOCABLE LIVING TRUST executed on even date herewith (the "Revocable Trust"). If the Revocable
Trust assets should be insufficient for these purposes, my Executor shall pay any unpaid items from the
residue of my Estate passing under this Will, without any apportionment or reimbursement. In the
alternative, my Executor may demand in a writing addressed to the Trustee of the Trust an amount necessary
to pay all or part of these items, plus claims, pecuniary legacies, and family allowances by court order.
PERSONAL AND HOUSEHOLD EFFECTS
It is my intent that all my personal and household effects were transferred to the Revocable Trust
as a result of the Declaration of Intent signed this date. If there are any questions regarding the ownership
or disposition of these assets, it is my desire that such assets pour into the Revocable Trust, signed by me this
date in accordance with the provisions of the section titled "Residue of Estate."
RESIDUE OF ESTATE
I give, devise and bequeath all the rest, residue and remainder of my property of every kind and
description (including lapsed legacies and devices), wherever situated and whether acquired before or after
the execution of this Will, to the Trustee under that certain Trust executed by me on the same date of the
execution of this Will. The Trustee shall add the property bequeathed and devised by this item to the corpus
of the above described Trust and shall hold, administer and distribute said property in accordance with the
provisions of the said Trust, including any amendments thereto made before my death.
POUR-OVER WILLS
Page 1 '(T-e~tatc(~
If for any reason the said Trust shall not be in existence at the time of death, or if for any reason a
court ofcompetentj urisdiction shall declare the foregoing testamentary disposition to the Trustee under said
Trust as it exists at the time of my death to be invalid, then I give all of my Estate including the residue and
remainder thereof to that person who would have been the Trustee under the Trust, as Trustee, and to their
substitutes and successors under the Trust, described herein above, to be held, managed, invested, reinvested
and distributed by the Trustee upon the terms and conditions pertaining to the period beginning with the date
of my death as are constituted in the Trust as at present constituted giving effect to amendments, if any,
hereafter made and for that purpose I do hereby incorporate such Trust by reference into this my Will.
EXECUTOR
I hereby nominate and appoint DONALD A. YOHN, JR. to serve without bond as my Executor of
this my Last Will and Testament.
In the event the first named Executor shall predecease me or is unable or unwilling to act as my
Executor for any reasons whatsoever, then and in that event, I hereby nominate and appoint JUDITH
ZIMMERMAN to serve without bond as my Independent Executor.
Whenever the word "Executor" or any modifying or substituted pronoun therefore is used in this my
Will, such words and respective pronouns shall be held and taken to include both the singular and the plural,
the masculine, feminine and neuter gender thereof, and shall apply equally to the Executor named herein and
to any successor to substitute Executor acting hereunder, and such successor or substitute Executor shall
possess all the rights, powers, duties, authority, and responsibility conferred upon the Executor originally
named herein.
EXECUTOR POWERS
By way of Illustration and not of limitation and in addition to any inherent, implied or statutory
powers granted to executors generally, my Executor is specifically authorized and empowered with respect
to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate
between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with
respect to, continue any business of mine, convert, deal with, dispose of, enter into, exchange, hold, improve,
incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options with respect
to, take possession of, pledge, receive, release, repair, sell, sue for, make distributions in cash or in kind of
partly in each without regard to the income tax basis of such asset and in general, exercise all of the powers
in the management of my Estate which any individual could exercise in the management of similar property
owned in its own right upon such terms and conditions as to my Executor may seem best, and execute and
deliver any and all instruments and do all acts which my Executor may deem proper or necessary to carry
out the purpose of this my Will, without being limited in any way by the specific grants or power made, and
without the necessity of a court order.
My Executor shall have absolute discretion, but shall not be required, to make adjustments in the
rights of any Beneficiaries, or among the principal and income accounts to compensate for the consequences
of any tax decision or election, or of any investment or administrative decision, that my executor believes
has had the effect, directly or indirectly, of preferring one Beneficiary or group of Beneficiaries over others.
In determining the Federal Estate and Income Tax liabilities of my Estate, my Executor shall have discretion
POUR-OVER WILLS
Page 2
(Testator)
to select the valuation date and to determine whether any or all of the allowable administration expenses in
my Estate shall be used as Federal Estate Tax deductions or as Federal Income Tax deductions.
SPECIFIC OMISSIONS
I have intentionally omitted any and all persons and entities from this, my Last Will and Testament,
except those persons and entities specifically named herein. If any person or entity shall challenge any term
or condition of this Will, or of the Living Trust to which I have made reference in the sections "Household
and Personal Effects" and "Residue of Estate," then, to that person or entity, I give and bequeath the sum of
only one dollar ($1.00) only in lieu and in place of any other benefit, grant, bequest or interest which that
person or interest may have in my Estate or the Living Trust and its Estate.
SIMULTANEOUSDEATH
If any other Beneficiary should not survive me for sixty (60) days, then it shall be conclusively
presumed for the purpose of this my Will that said Beneficiary predeceased me.
DONALD A. YOI~N; SR.
Testator
This instrument consists of 5 typewritten pages, including the Attestation Clause, Self-Proving
Clause, signature of Witnesses, and acknowledgment of officer. I have signed my name at the bo.,tt,~ of each
of the preceding pages. This instrument is being signed by me on this ,~-.~'--day of
POUR-OVER WILLS
Page 3
~t ~"~estator)
ATTESTATION CLAUSE
The Testator whose name appears above declared to us, the undersigned, that the foregoing
instrument was his Last Will and Testament, and he requested us to act as witnesses to such instrument and
to his signature thereon. The Testator thereupon signed such instrument in our presence. At the Testator's
request, the undersigned then subscribed our names to the instrument in our own handwriting in the presence
of the Testator. The undersigned hereby declare, in the presence of each of us, that we believe the Testator
to be of sound and disposing mind and memory.
Signed by us on the same day and year as this Last Will and Testament was signed by the Testator.
WITNESSES:
~rlnt;~me'of Witness)
(PrVml~d'Na-me of Withes) '
ADDRESSES:
POUR-OVER WILLS
Page 4
(Testator)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SELF-PROVING CLAUSE
,~a BEFORE ME, tie undersigned authority,g~.n this day pers ~o~ally, lppeared DONALD A. YOHN, SR.,
c;~'r_.xt_F ~'~---J'/~/T?C and (~*.~doc_ .~Y~ ,.~.J~/7~/~/ , known to me to be the
Testator and the witnesses, respectively, whose names are s~ubscribed to the foregoing instrument in their
respective capacities, and all of them being by me duly sworn, DONALD A. YOHN, SR., Testator, declared
to me and to the witnesses, in my presence, that the instrument is his Will and that he had willingly made and
executed it as his free act and deed for the purposes therein expressed; and the Witnesses, each on his or her
oath, stated to me in the presence and hearing of the Testator, that the Testator had declared to them that the
instrument is his Will and that he executed the same as such and wanted each of them to sign it as a witness;
and upon their oaths, each witness stated further that he did the same as a witness in the presence of the
Testator, and at his request and that he was at that time eighteen (18) years of age or over and was of sound
mind, and that each of the witnesses was then at least fourteen (14) years of age.
DONALD A. YOHN, SR]
Testator
(Printed Name ~ Witness)
SUBSCRIBED AND ACKNOWLEDGED before me, by DONALD A. YOHN, pR., Testator, and
subscribed and sworn ~ befor~ me by /~d,~-~d__~ ~ ffr~,~'/7/ and (~,.~ ~.,~, / 7/~ ,
witnesses, this the ~-~'-~ ~-~ day of //~ ,c~dc~. - .
No{a,.~iblic~om/j/r6hw~l~h of Penns~vania
HUGH $. ~al~J)FIN
COMMISSIONER Of
Commonwe~h M ~~W [
POUR-OVER WILLS
Page 5
(Testator)
Name of Decedent:
Date of Death:
Will No.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
/
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on /O -,fO ~ 0._g :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name
Address
Telephone
Capacity: ~'/ Personal Representative
__.Counsel for personal representative
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWD
Whether you will receive any money or property will he deter-
mined wholly or partly by the decedent's will. If the decedent
died without a will, whether you will receive any money or pr~, .-
erty will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In re Estate of Dot.~x..~.o[, I/~, yc~J~n~ ~_~, ,deceased,
Estate No.
(Name and Address)
TO:
Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below.
The Decedent
day of , .~:_
Pennsylvania.
The Decedent died testate (~a~r
The Decedent died intestate (without a Will).
The personal representative of the Decedent is
address and telephone number).
(na~
County,
If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1
· ~ourthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345
If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the
Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345
A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication.
Date: tl"~--~-c~?3 Signature:
Name (print) .~r~q,z[~ ~, k/~ ~,
Address
Telephone (q
Capacity: ~
Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2806O1
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003231
YOHN DONALD A JR
2150 CHESTNUT ST
CAMP HILL, PA 17011
fold
ESTATE INFORMATION: SSN: 188-12-5467
FILE NUMBER: 21 03-0740
DECEDENT NAME: YOHN DONALD ASR
DATE OF PAYMENT: 11/14/2003
POSTMARK DATE: 11/14/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 08/28/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $5,335.00
TOTAL AMOUNT PAID:
$5,335.00
REMARKS: DONALDAYOHN JR
NO CHECK #
SEAL
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
REV*1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
.2 i
-- 0 3
0 0 ? 4 0
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z DONALD A. YOHN 188-12-5467
UJ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THiS RETURN MUST BE FILED IN DUPLICATE WITH THE
UJ 08--28--2003 03--04--1917 REGISTER OF WILLS
O
ILl (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C3
uJ
Z
z
x
I-
b~J 1. Odginal Retum I I 2. Supplemental Retum ~ 3. Remainder Retum (date of death pdor to 12-13-82)
~ 4. Limited Estate [~ 4a. Futura Interest Compromise (date of death after 12-12-82) [~] 5. Federal Estate Tax Return Required
r'~6. Decedent Died Testate (Attach copy of Will) r'~ 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 t2-31-9t and t-t-~5) ~ 11. Election to tax under Sec. 9113(A)(Attac~ SchO)
NAME
LORRAINE NAGY
FIRM NAME (IfApplicable)
KERN AND COMPANY, P.C.
TELEPHONE NUMBER
(717) 763-0888
COMPLETE MAILING ADDRESS
2331 MARKET STREET
CAMP HILL, PA 17011
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership orSole-Propdetorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
---]Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Sch~ule I) (10)
1 1. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
0
5,073
3,754
112 , 536!
(8)
5,885
5,076
(11)
OFFICIAL USE ONLY
121,363
10,961
110,402
110,402
(12)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0 __ (15)
16. Amount of Line14 taxable at lineal rate 110,402 x.0 45 (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
20.
4,968
4,968
~ ~ BE SUR~ TO ~ER ~E QUESTIONS~ON R~E~E~-si~E ~ RECHECK M~TH '<~
3W4645 1000
Dec,dent's Complete Address:
S'[REET ADDRESS
516 SALMON ROAD
CITY
MECF, ANICSBURG
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
5,335
248
Interest/Penalty if applicable D. Interest
E. Penalty
STATE ZIP
PA 17055
Total Credits (A + B + C) (2)
Total Interest/Penalty(D + E) (3)
(1) 4,968
5,583
615
4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)_
~','~'.--'~'~'~"/~- ~ , ~.. ~ ~e to: REGlSTEROFWlLLS, 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 ................................ r-"] ~
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? ............................ r~ ~
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 perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representatiw is based on all information of which preparer has any knowledge.
SIGNATURE.QF~ERSON RESPONSIBLE FOR FI~;;I~ RETURN
SIGNA'I~E OF PREPARER OTHER THAN REPRESEN'I'A'I'IVE
DA/E
DATE
KERN AND COMPANY,PC, 2331 MARKET STREETr CAMP HILL~ PA 17011
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S.§ 9916 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. § 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. § 9116(1.2) [72 P.S. § 9116(a)(1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. § 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
3w4646 1.000
I~EV-1503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
YOHN, DONALD A. 21-03-00740
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
28 SHARES OF CONRAIL INCORPORATED COMMON STOCK @ $115/SHARE
66 SHARES OF METLIFE @ $28.08/SHARE
TOTAL (Also enter on line 2, Recapitulation) $
VALUE AT DATE
OF DEATH
3,220
1,853
5,073
3W4696 1000 (If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
YOHN, DONALD A 21-03-00740
Include the proceeds of litigation and the date the proceeds were received by the estate.
Ail property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.)
2.)
3.)
4.)
WAYPOINT CHECKING ACCOUNT #0100473859-0
MISCELLANEOUS PERSONAL PROPERTY
2003 FEDERAL & PA INCOME TAX REFUND
INSURANCE REIMBURSEMENTS
TOTAL (Also enter on line 5~ Recapitulation) $
1,189
1,000
1,236
329
3,754
3W46AD 1.00D (If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
YOHN, DONALD A. 21-03-00740
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPE ,RTY
ITEM INCLLDE T~'E NAME OF TI~ TRANSFEREE, THEIR RE LATIO NSHIP TO OEC~D~NT AND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER 7~E DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. HOUSE AT 516 SALMON ROAD 30,000 100 30,000
MECHANICSBURG, PA 17055
HELD IN THE DONALD A. YOHN, SR.
REVOCABLE LIVING TRUST AT DOD
2. AMERICAN INVESTMENT LIFE
ANNUITY CONTRACT #300518 68,795 100 68,795
HELD IN THE DONALD A. YOHN, SR.
REVOCABLE LIVING TRUST AT DOD
3. PNC CHECKING ACCOUNT #514011561T 13,741 100 13,741
HELD IN THE DONALD A. YOHN, SR.
REVOCABLE LIVING TRUST AT DOD
TOTAL (Also enter on line 7, Recapitulation) $ 112,536
(If more space is needed, insert additional sheets of the same size)
3W46AF 1000
¢{EV-1511 EY~ + (12-99)
COMMONVVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
YOHN, DONALD A.
FILE NUMBER
21-03-00740
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
5.
6.
7.
FUNERAl_EXPENSES:
SULLIVAN FUNERAL HOME
FOR FUNERAL SERVICES,
USE
FACILITIES AND
ENOLA SPORTSMAN ASSOCIATION
FOR AFTER FUNERAL LUNCHEON
EQUIPMENT,
AND VEHICLE
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State __ Zip
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
RelationshipofClaimanttoDecedent
ProbateFees
COURTHOUSE (SHORT FORMS &
Accountant'sFees
KERN AND COMPANY, PC
~xReturnP~parer'sF~s
SOUDER TAX SERVICE
MISCELLANEOUS EXPENSES:
PPL UTILITIES CORP
CHECKS FROM BANK
STAMPS & CERTIFIED LETTER
NOTARY
RSR APPRAISERS
PATRIOT NEWS (DEATH NOTICES)
FILING FEE)
TOTAL (Also enter on line 9, Recapitulation) $
AMOUNT
3,651
159
287
1,184
75
8
49
12
2
300
158
5,885
3W40^G 1.000 (If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
¥O[~'N, DONAT. D A. 21-03-00740
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBEF DESCRIPTION OF DEATH
1.
PINNACLE HEALTH HOSPITALS
PULMONARY & CRITICAL CARE MEDICAL ASSOCIATES, PC
4,921
155
TOTAL (Also enter on line 10, Recapitulation) $ 5,0 ? 6
3W46AH 2.000 (If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
¥OHR, DONA.T.~ A. 21-03-00740
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1
1.)
2.)
3.)
4.)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
DONALD A. ¥OHN, JR.
2150 CHESTNUT STREET
CAMP HILL, PA 17011
JUDITH Z IMMERMAN
NEW CUMBERLAND, PA
DONNA SCHORR
CAMP HILL, PA
BETTY LOU WEVODAU
CARLISLE, PA
SON
DAUGHTER
DAUGHTER
DAUGHTER
25%
25%
25%
25%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
$
3W46AI 1.000 (If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003231
YOHN DONALD A JR
2150 CHESTNUT ST
CAMP HILL, PA 17011
........ foJd
ESTATE INFORMATION: SSN: 188-12-5467
FILE NUMBER: 21 03-0740
DECEDENT NAME: YOHN DONALD ASR
DATE OF PAYMENT: 11/14/2003
POSTMARK DATE: 11/14/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 08/28/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $5,335.00
TOTAL AMOUNT PAID:
$5,335.00
REMARKS' DONALDAYOHN JR
NO CHECK #
SEAL
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
TAXPAYER
WHEREAS, on the 9th
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No. 2003-00740 PA No. 21-03-0740
ESTATE OF YOHN DONALD ASR
(Lg4~'i', ~'i~'i', mi~)
Late of
Deceased
HAMPDEN TOWNSHIP
Social Security No. 188-12-5467
day of September
2003 an instrument
dated May 22nd 2000
was admitted to probate as the last will of YOHN DONALD ASR
(LgiS'i', ~'l~'i', M±~L~)
late of HAMPDEN TOWNSHIP , CUMBERLAND County, who died on the
28th day of August 2003 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, DONNA M. OTTO , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to YOHN DONALD A JR
who has duly qualified as Executor(rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 9th day of September 2003.
~ ~egi~s~r o~ Wills , 0
**NOTE** ALL NA~4ES ABOVE APPEAR (LAST, FIRST, MIDDLE)
LAST WILL AND TESTAMENT
(Pour-Over Will)
OF
DONALD A. YOHN, SR.
IDENTITY
I, DONALD A. YOHN, SR., residing in the County of Cumberland, Commonwealth of Pennsylvania,
being of sound mind and memory, and not acting under duress or undue influence of any person
whomsoever, hereby declare this to be my Last Will and Testament, and I do hereby revoke all other former
Wills and Codicils to Wills heretofore made by me. My Social Security Number is 188-12-5467.
I have the following children: DONALD A. YOHN, JR. born April 26, 1954 and currently residing
in Camp Hill, PA and JUDITH ZIMMERMAN born July 25, 1938 and currently residing in New
Cumberland, PA and DONNA SCHORR born November 18, 1948 and currently residing in Camp Hill, PA
and BETTY LOU WEVODAU bom April 9, 1943 and currently residing in Carlisle, PA.
DEBTS, TAXES AND ADMINISTRATION EXPENSES
I have provided for the payment of all my debts, expenses of administration of property wherever
situated passing under this Will or otherwise, and estate, inheritance, transfer, and succession taxes, other
than any tax on a generation-skipping transfer that is not a liability of my Estate (including interest and
penalties, if any) that become due by reason of my death, under THE DONALD A. YOHN, SR.
REVOCABLE LIVING TRUST executed on even date herewith (the "Revocable Trust"). If the Revocable
Trust assets should be insufficient for these purposes, my Executor shall pay any unpaid items from the
residue of my Estate passing under this Will, without any apportionment or reimbursement. In the
alternative, my Executor may demand in a writing addressed to the Trustee of the Trust an amount necessary
to pay all or part of these items, plus claims, pecuniary legacies, and family allowances by court order.
PERSONAL AND HOUSEHOLD EFFECTS
It is my intent that all my personal and household effects were transferred to the Revocable Trust
as a result of the Declaration of Intent signed this date. If there are any questions regarding the ownership
or disposition of these assets, it is my desire that such assets pour into the Revocable Trust, signed by me this
date in accordance with the provisions of the section titled "Residue of Estate."
RESIDUE OF ESTATE
I give, devise and bequeath all the rest, residue and remainder of my property of every kind and
description (including lapsed legacies and devices), wherever situated and whether acquired before or after
the execution of this Will, to the Trustee under that certain Trust executed by me on the same date of the
execution of this Will. The Trustee shall add the property bequeathed and devised by this item to the corpus
of the above described Trust and shall hold, administer and distribute said property in accordance with the
provisions of the said Trust, including any amendments thereto made before my death.
POUR-OVER WILLS
Page 1
If for any reason the said Trust shall not be in existence at the time of death, or if for any reason a
court of competent jurisdiction shall declare the foregoing testamentary disposition to the Trustee under said
Trust as it exists at the time of my death to be invalid, then I give all of my Estate including the residue and
remainder thereof to that person who would have been the Trustee under the Trust, as Trustee, and to their
substitutes and successors under the Trust, described herein above, to be held, managed, invested, reinvested
and distributed by the Trustee upon the terms and conditions pertaining to the period beginning with the date
of my death as are constituted in the Trust as at present constituted giving effect to amendments, if any,
hereafter made and for that purpose I do hereby incorporate such Trust by reference into this my Will.
EXECUTOR
I hereby nominate and appoint DONALD A. YOHN, JR. to serve without bond as my Executor of
this my Last Will and Testament.
In the event the first named Executor shall predecease me or is unable or unwilling to act as my
Executor for any reasons whatsoever, then and in that event, I hereby nominate and appoint JUDITH
ZIMMERMAN to serve without bond as my Independent Executor.
Whenever the word "Executor" or any modifying or substituted pronoun therefore is used in this my
Will, such words and respective pronouns shall be held and taken to include both the singular and the plural,
the masculine, feminine and neuter gender thereof, and shall apply equally to the Executor named herein and
to any successor to substitute Executor acting hereunder, and such successor or substitute Executor shall
possess all the rights, powers, duties, authority, and responsibility conferred upon the Executor originally
named herein.
EXECUTOR POWERS
By way of Illustration and not of limitation and in addition to any inherent, implied or statutory
powers granted to executors generally, my Executor is specifically authorized and empowered with respect
to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate
between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with
respect to, continue any business of mine, convert, deal with, dispose of, enter into, exchange, hold, improve,
incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options with respect
to, take possession of, pledge, receive, release, repair, sell, sue for, make distributions in cash or in kind of
partly in each without regard to the income tax basis of such asset and in general, exercise all of the powers
in the management of my Estate which any individual could exercise in the management of similar property
owned in its own right upon such terms and conditions as to my Executor may seem best, and execute and
deliver any and all instruments and do all acts which my Executor may deem proper or necessary to carry
out the purpose of this my Will, without being limited in any way by the specific grants or power made, and
without the necessity of a court order.
My Executor shall have absolute discretion, but shall not be required, to make adjustments in the
rights of any Beneficiaries, or among the principal and income accounts to compensate for the consequences
of any tax decision or election, or of any investment or administrative decision, that my executor believes
has had the effect, directly or indirectly, of preferring one Beneficiary or group of Beneficiaries over others.
In determining the Federal Estate and Income Tax liabilities of my Estate, my Executor shall have discretion
POUR-OVER WILLS
Page 2
(Testator)
to select the valuation date and to determine whether any or all of the allowable administration expenses in
my Estate shall be used as Federal Estate Tax deductions or as Federal Income Tax deductions.
SPECB*IC OMISSIONS
I have intentionally omitted any and all persons and entities from this, my Last Will and Testament,
except those persons and entities specifically named herein. If any person or entity shall challenge any term
or condition of this Will, or of the Living Trust to which I have made reference in the sections "Household
and Personal Effects" and "Residue of Estate," then, to that person or entity, I give and bequeath the sum of
only one dollar ($1.00) only in lieu and in place of any other benefit, grant, bequest or interest which that
person or interest may have in my Estate or the Living Trust and its Estate.
SIMULTANEOUS DEATH
If any other Beneficiary should not survive me for sixty (60) days, then it shall be conclusively
presumed for the purpose of this my Will that said Beneficiary predeceased me.
DONALD A. YOt-~N[SR.
Testator
This instrument consists of 5 typewritten pages, including the Attestation Clause, Self-Proving
Clause, signature of Witnesses, and acknowledgment of officer. I have signed my name at the botto~ of each
of the preceding pages. This instrument is being signed by me on this ,~.-~-~--day of
POUR-OVER WILLS
Page 3
~stator)
ATTESTATION CLAUSE
The Testator whose name appears above declared to us, the undersigned, that the
instrument was his Last Will and Testament, and he requested us to act as witnesses to such
to his signature thereon. The Testator thereupon signed such instrument in our presence. At the T,
request, the undersigned then subscribed our names to the instrument in our own handwriting in the
of the Testator. The undersigned hereby declare, in the presence of each of us, that we believe
to be of sound and disposing mind and memory.
Signed by us on the same day and year as this Last Will and Testament was s~
WITNESSES:
(Pnnted,,~fime of Witness)
(PrYrrt~d Name of' Witn~s's)
ADDRESSES:
/ 7075-
POUR-OVER WILLS
Page 4
(Testator)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SELF-PROVING CLAUSE
,BEFORE ME, the undersigned authority,&n this day personally, appeared DONALD A.
c~'~.x~l' ~' ~lr'~/7'X/ and ~"'~,-~eoc_ ~, ~ ? ~// , known to me
Testator and the witnesses, respectively, whose names are s~ubscribed to the foregoing
respective capacities, and all of them being by me duly sworn, DONALD A. YOHN, SR., Testator,!
to me and to the witnesses, in my presence, that the instrument is his Will and that
executed it as his free act and deed for the purposes therein expressed; and the Witnesses,
oath, stated to me in the presence and hearing of the Testator, that the Testator had
instrument is his Will and that he executed the same as such and wanted each of them to sign
and upon their oaths, each witness stated further that he did the same as a witness in the presence of the'
Testator, and at his request and that he was at that time eighteen (18) years of age or over and was of sound
mind, and that each of the witnesses was then at least fourteen (14) years of age.
DONALD A. YOHN, SR[
Testator
(Printed Name ~ Witnes~
(P~inted Na~ne of Witness) '
SUBSCRIBED AND ACKNOW-L~ EDGED before mc.by DONALD A. YOHN, ~R., Testator, and
subscribed and sworn ~ befor~ me by /r..(~d~/~-z~.~ ~ ~~ and ~. ~~/~ ,
witnesses, this the ~ ~ day of
o ~ ~b Ii ~~nw~h o~ ~ a~van i a
HUGH S, GOLDFIN
COMMISSIONER OF DEEDS
Comm°nwea~ c~ Pennsytvanla
commb~, ~xp~e~s~t. ~6, am
POUR-OVER WILLS
Page 5
(Testator)
Form Approved OMB No. 2502-0265
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
Abstract Land Associates, Inc.
3912 Market Street
Camp Hill, PA 17011
(717) 763-1450
FINAL
B. TYPE OF LOAN
1. [] FHA 2. [] FMHA 3. []CONV. UNINS.
4. [] VA 5. [] CONV, INS.
6. ESCROW FILE NUMBER: 7. LOAN NUMBER:
00015153-001 NJT
8. MORTGAGE INSURANCE CASE NUMBER:
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "(P. O. C:)" were paid outside the closing; they are shown here for in£ormat/onal purposes and are not included in the totals,
D, NAME OF BORROWER: Donald A. Yohn Jr.
ADDRESS OF BORROWER: 2150 Chestnut Street
Camp Hill, PA 17011
E. NAME OF SELLER:
ADDRESS OF SELLER:
The Donald A. Yohn Sr. Revocable Living Trust
516 Salmon Road
Mechanicsburg, PA 17055
F. NAME OF LENDER:
ADDRESS OF LENDER:
G. PROPERTY LOCATION:
516 Salmon Road
Mechanicsburg, PA 17055
Cumberland County 10-19-1598-097
Lot(s) 1, of The Salmon Hole Plot, Plan Book 2, Page 61
H. SETTLEMENT AGENT:
PLACE OF SETTLEMENT:
Abstract Land Associates, Inc.
3912 Market Street, Camp Hill, PA 17011
I. sETrLEMENT DATE: 4/6/2004 PRORATION DATE: DISBURSEMENT DATE: 4/6/2004
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
101. Contract Sales Price 30,000.00 401. Contract Sales Price 30,000.0C
102. Personal Property 402. Personal Property
103. Settlement charges to Borrower (line 1400) 483.50 403.
104. 404.
105. 405.
ADJUSTMENTS FOR ITEMS PAiD BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAiD BY SELLER IN ADVANCE:
106. City/Town Taxes 406. City/Town Taxes
107. County Taxes 04/06/04 to 12/31/04 120.82 407. County Taxes 04/06/04 to 12/31/04 120.8;
108. Assessments 408. Assessments
109. School Tax 04/06/04 to 06/30104 143.35 409. School Tax 04/06/04 to 06/30/04 143.3[
110. Sewer/Trash 04/06/04 to 06/30/04 107.33 410. Sewer/Trash 04/06/04 to 06/30/04 1
111. 411.
112. 412.
113. 413.
114. 414.
.:MENT CHARGES
~~~~T ................................................................. ~
BASED ON PRICES 30,000.00 @ %=
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS:
701. $ 1o
702. $ to
ESCROW FILE NUMBER:
PAID FROM
BORROWER'S FUNDS
AT SETTLEMENT
00015153-001 NJT
PAID FROM
SELLER'S
FUNDS AT
SE'T-FLEMENT
703. Commission paid at settlement
704.
801. Loan Origination Fee
802. Loan Discount Fee
803. Appraisal Fee
804. Credit Report
805. Lenders Inspection Fee
806. Mortgage Insurance Application Fee
807. Assumption Fee
808.
809.
810.
811.
901. Interest From to @ $/day % (days)
902. Mortgage Insurance Premium for Month(s) to
903. Hazard Insurance Premium for Years(s) to
904.
905.
1001. Hazard Insurance months @ $ ~er month
1002. Mortgage Insurance monlhs @ $ ~er month
1003, City Property Taxes mmlhs @$ }er month
1004. County Property Taxes months @ $ 13.68 ]er month
1005. Annual Assessments months (~ $ ~er month
1006. mo'~ths (~ $ ~er month
1007. months @ $ )er month
1008. months @ $ )er month
1101. Settlement or closing fee
1102. Abstract or title search
1103. Title examination
Title insurance binder
1104.
1105. Document preparation
1106. Notary fees
1107. Attorney's Fees
to Abstract Land Associates, Inc.
to Settlement Officer
(includes above items numbers:
1108. Title Insurance
to Abstract Land Associates, Inc.
(includes above items numbers:
10.00
420.00
15.00
1109. Lenders coverage $
1110. Owner's coverage $ 30,000.00
1111. Overnight Del very Fee to Abstract Land Associates, Inc.
/b. UU
10.00
: '.il . : 'llliR
· 'ii.. .' !!93
QUIT CLAIM DEED
Dated this ---~'~'~ ~ day of .,/~/ ,2000.
The Grantor(s): Donald A. Yohn a/k/a Donald A. Yohn, Sr.
whose address is 516 Salmon Road, Mechanicsburg, Cumberland County, Pennsylvania 17055
quit-claim(s) to THE DONALD A. YOHN, SR. REVOCABLE LIVING TRUST
whose address is 516 Salmon Road, Mechanicsburg, Cumberland County, Pennsylvania 17055
Consideration: TEN DOLLARS ($10. 00) and other good and valuable consideration in hand paid
Property (including any improvements):
ALL THAT CERTAIN lot or piece of land with the improvements thereon erected, situate in
Hampden Township, Cumberland County, Pennsylvania, and more particularly bounded and
described as follows to wit:
BEGINNING at an iron pin in the center of the Public Road leading to Orrs' Bridge, at line of
land now or late ofM.C. Deitz Estate; thence South 81 degrees 30 minutes West, 140 feet to a
point on said Deitz line which is 30 feet from a stake on the bank of the Conodoguinet Creek;
thence Northwardly and parallel with said Creek 62.5 feet to a pin at line of Lot No. 2 on the
hereinafter mentioned Plan of Lots; thence North 74 degrees 45 minutes East, 142 feet to a point
in the center of said public road; thence Southwardly along the center of said public road, 76.3
feet more or less to the place of beginning.
BEING Lot No. 1 Oil the Plan of Lots laid out by the Elnandar Realty Company, known as "The
Sah-non Hole Plot" which said Plan is recorded in the Recorder's Office of Cumberland County,
Pennsylvania, in Plan Book 2, page 61.
UNDER AND SUBJECT to and together with the rights, privileges, agreements, rights-of-
way, easements, conditions, exceptions, restrictions and reservations as exist by virtue of prior
recorded instruments, deeds or conveyances.
:, ND WHEREAS, Eva C. YoJm departed this life on the day of
",'.".., 221.. ,,,': 879
Page I of 3
AND WHEREAS, Eva C. Yohn owned said property as joint tenant with the right of
survivorship with Donald A. Yohn a/k/a Donald A. Yohn, Sr., Grantor, his/her interest, now
destroyed, is vested in fee in said Grantor.
For chain of title see Deed recorded in the aforesaid County in Deed Book Volume 15W
Page 107
Being the same as Tax Parcel Number /d-/~--"/'5'~Tda'- d,~,~'
For the consideration Grantor quit claims to Grantee all of Grantor's right, title, and
interest in and to the property, to have and to hold it to Grantee, Grantee's heirs, executors,
administrators, successors, or assigns shall have, claim, or demand any right or title to the
property or any part of it.
When the context requires, singular nouns and pronouns include the plural.
Signed by:
DONALD A. YO~I~
a/k/a DONALD A.VSfOHN, SR.
22i 880
Page 2 of 3
STATE OF PENNSYLVANIA}
COUNTY OF CUMBERLAND} ss.
On this, the
-- day of , in the year ~'q~d/06_9,
before me, ./-7,-.~d-/7"~ ~---_x, /-o~'/,<~" ,a Notary Public in and for said state,
personally appeared Donald A. Yohn a/k/a Donald A. Yohn, Sr., known to me to be the person
who executed the within quitclaim deed and acknowledged to me that he/she executed the same
for the purposes therein stated.
I hereby certify the address of the within grantee is 516 Salmon Road, Mechanicsburg, County of
Cumberland, State of Pennsylvania 17055.
Atteste~/o by:., /.~/~
Attestor (please print)
Page 3 of 3
DEED
Dated:
DONALD A. YOHN, SR.
Grantor,
TO
Record& Return to:
BRETT B. WEINSTEIN
Attorney at Law
707 West DeKalb Pike
Suite 2
King of Prussia, PA. 19406
THE DONALD A. YOHN, SR.
REVOCABLE LIVING TRUST
Grantee.
State of Pennsylvania
(;oua1¥ of CumberlandJ
i'i ~:::~r c_:~d i;'~ th~ office for the recording ot Deads
:5~ h':g,~d fof~umb~rlnnd County,~
wJl~i..::s m,/h~n~nd se~l of office of
Mr. Donald A. Yohn, Sr.
516 Salmon Road
Mechanicsburg, PA 17055
Donald A. Yohn, Jr.
2150 Chestnut Street
Camp Hill, PA 17011
Dear Donald A. Yohn, Jr.:
I have executed a Revocable Living Trust Agreement and have named you to succeed me in
the capacity of Successor Trustee. Your duties as such will be to distribute the Trust property to my
Beneficiaries as designated in the Trust Agreement.
Please indicate your acceptance of this appointment by signing where indicated at the bottom
of this letter and returning the letter to me.
Sincerely,
,/~,
DONALD A. YOHN,
Trustor/Trustee
I accept appointment as Successor Trustee of THE DONALD A. YOHN, SR. REVOCABLE
LIVING TRUST.
DO ×Lq5 A. JR.
O'/o 5/2)
Date /
Trustee, please return this acceptance letter to the Trustor at the letterhead address. This signed letter will
be kept by Mr. Yohn with his lrztst documents.
Mr. Donald A. Yohn, Sr.
516 Salmon Road
Mechanicsburg, PA 17055
Judith Zimmerman
5 Crescent Court
New Cumberland, PA
17070
Dear Judith Zimmerman:
I have executed a Revocable Living Trust Agreement and have named you to succeed me in
the capacity of Successor Trustee. Your duties as such will be to distribute the Trust property to my
Beneficiaries as designated in the Trust Agreement.
Please indicate your acceptance of this appointment by signing where indicated at the bottom
of this letter and returning the letter to me.
Sincerely,
----DONALD A. YOI0~, SR.
Trustor/Trustee
I accept appointment as Successor Trustee of THE DONALD A. YOHN, SR. REVOCABLE
LIVING TRUST.
J U-~I/T H ZIMMERN~AN
Date~~ ~q,
Trustee, please return this acceptance letter to the D'ustor at the letterhead address. This signed letter will
be kept by Mr. Yohn with his trust docwnents.
BUREAU OF ZNDZVZDUAL TAXES
INHERITANCE TAX DTVTSZON
PO BOX 280601
HARRISBURG, PA 17128-0601
CONNONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
LORRAINE NAGY
KERN & CO
1551 MARKET ST
CAMP HILL PA
REV-ZS~7 EX ~FP (09-0¢i)
DATE 1Z-06-ZOOq
ESTATE OF YOHN SR DONALD A
DATE OF DEATH 08-18-Z005
FILE NUNBER 21 05-07q0
?~:;i~OUNTY CUMBERLAND
ACN ~0!
Amoun~ Remi~ad I
HAKE CHECK PAYABLE AND RENZT PAYNENT TO:
REGISTER OF WILLS
CUNBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF YOHN SR DONALD A FILE NO. 21 03-07~0 ACN 101 DATE 12-06-200~
TAX RETURN gAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a*a (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~nership Zn*ares~ (Schadula C) ($)
q. Mor~gagms/No*ms Receivable (Schedule D) (q)
S. Cash/Bank Doposi~s/Misc. Personal Propar~y (Schedule E) (E)
6. Jointly Owned Propar*y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Asse~s
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expensas/Adm. Costs/Misc. Expenses (Schedule H) (9}
10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10)
11. To~al Deductions
12. Net Value of Tax Re*urn
5~073.00
.00
3;75R.00
.00
.00 NOTE: To insura proper
cradi~ *o your account,
submi~ ~ha upper portion
.00 of *his form wi~h your
~ax payment.
5,885. O0
5a076.00
(11)
(~2) 110,~02.00
13.
NOTE:
ASSESSNENT OF TAX:
16. Amoun* of Line lq a~ Spousal rate
16. Aeount of Line lq ~axabla a~ Lineal~Class A ra~a
17. Amoun~ of Line Zq a~ Sibling ra~e
18. Aaoun~ of L/nm lq ~axable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDITS:
PAYMENT I RECEIPT
BATE NUMBER
11-1q-2003 CD003231
DISCOUNT (+)
INTEREST/PEN PAID (-)
(1;) .00 x O0 = .00
(16} 110,q02.00 X Oq5 = q,968.00
(17) . O0 x 12 = . O0
(~8) .00 x 15 = .00
(19)= q,968. O0
AMOUNT PAID
ZF PAID AFTER DATE INDZCATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Chari~able/Governman~:al Bequests; Non-elected 9115 Trusts (Schadula J) (15) . O0
Na~: Value of Es~:a~:a SubSec~: to Tax (lq) 110,q02.00
Zf an assesseent ~as lssued previously, 11nas 1~, 15 and/or 16, 17, 18 and 19 will
reflect figures that lnclucle the total of ALL returns assessed to date.
Zq8.q0
5,335. O0
BALANCE OF TAX DUE 615.qOCR
INTEREST AND PEN. .00
TOTAL DUE 615.qOCR
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ~/~/~
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTZONS.)
112z536.00
(8) 121,363.00
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR]:
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 1981 -- if any future interest in the estate is transferred
in possession ar enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the CoemonNealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laNful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit Nith your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NZLLS, AGENT
A refund of a tax credit, Nhich Nas not requested on the Tax Return, amy be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ara available
online at mmN.revenue.state.pa.us, any Register of Nills or Revenue District Office, or free the Department's
Z4-hour ensuering service for forms orders: 1-800-362-2050~ services for taxpayers Nith special hearing and/or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest not satisfied Nith the appraisaent, a11oNance or disalloaance of deductions or assessment of tax
(including discount or interest) as shone on this Notice may object Nithin 60 days of the date of receipt of this notice
by filing one of the folloNing:
A) Protest to the PA Department of Revenue, Board of Appeals. You amy abject by filing a protest online at
wNN.boardofappeals.state.pa.us on or before the expiration oF the sixty-day appeal period. In order for
an electronic protest to be valid, you must receive a confirmation number and processed date from the
Board of Appeals Nebsite. You may also send a written protest to PA Department of Revenue, Board of Appeals
P.O. Box 281021, Harrisburg, PA 17116-1011. Petitions may not ba foxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) Appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment RevieN Unit, P.D. Box 180601, Harrisburg, PA 17118-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-ISa1) for an explanation of administratively correctable errors.
If any tax due is paid Nithin three (3) calendar months after the decedent's death, a five percent (51) discount of
the tax paid is aZloNad.
The 15Z tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you Nould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning Nith first day of delinquency, or nine (9] months and Dna (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest et the rate of
six (61) percent per annum calculated at a daily rate of .000164. Al! taxes which became delinquent on and after
January l, 1981 Nill bear interest at a rate Nhich Nill vary from calendar year to calendar year Nith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z004 are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 20X .000548 ~J'8-6-1991 XXZ .000301 ~ 9X .000247
1983 162 .000438 1992 92 .000247 ZOOZ 62 .000164
1984 IIX ,000301 1993-1994 72 .000191 2003 52 .000137
1985 131 .000356 1995-1998 9X .000147 2004 4~ .000110
1986 101 .000274 1999 7~ .000191
1987 10~ .000274 ZOO0 7X .000191
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPA/D X NUItBER OF DAYS DELTNI~UENT X DATLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent Nill reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
BUREAU Of INOIVIIlUAlrAxES
INHERITANCE TAX DIVISION
PO BOX Z8D60l
HARRISBURG PA 17128-D601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1U1 EX AFP (12-D~)
,^,c.' ~ .
,-,.....,
:-~ J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-24-2005
YOHN SR
08-28-2003
21 03-0740
CUMBERLAND
101
Allount R_i tted
DONALD
A
LORRAI'NE NAGY
KERN &CO
2331 MARKET ST
CAMP HIL L
PA l70ll
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 ~
~~:i&&,r.!5rir'~..rGl~.6!'........;;;:rA~!~e!r",A5r.4tl"f!~.~.Ae1:6D~...j(......................
ESTATE OF YOHN SR DONALD A FILE NO.21 03-0740 ACN 101 DATE 01-24-2005
THIS STATEHENT IS PROVIOEIl TO AIlVISE Of THE CURRENT STATUS Of THE STATEO ACN IN THE NAHEIl ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX IlUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, ANI!, IF APPLICABLE,
A PROJECTEIl INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 11-29-2004
PRINCIPAL TAX DUE,.
".,.,~,~,.,.,."u'.'.'.'.'.'.'N".""~I.'.'~'.'.'.'.'"''''""'''.'.'.'.
4,968.00
PAYMENTS (TAX CREDITS):
PAYMENT \ RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
"
ll-14-2003 , CD003231 248.40 5,335.00
"
01-03-2005 . REFUND .00 615.40-
TOTAL TAX CREDIT 4,968.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PALO AFTER THIS OATE, SEE REVERSE TOTAL DUE .00
SLOE FOR CALCULATION OF AIlIlITIONAL INTEREST.
( IF TOTAL OUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~
YOU HAY BE OUE A REFUNO. SEE REVERSE SIDE OF THIS FORH fOR INSTRUCTIONS. )
~
Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
. 0("lV1n./ J ^ I Yo h" S ~ .
8-;18-03
Date of Death:
Estate No.:
c200 3
oo7i.fO
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. Ifthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 00 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 00 No 0
c. Copies of receipts, releases, joinders and approval of formal or infonnal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
J)-PJ iC~~
Signature
Date:
?3-IO-D5
cry
,b 0 VI o...L-l.
Name
A . Y DhtJ d:r.
I
Lf-:-"J
C~,
c.-:::J
C'-"
I..
e>
do /5 () e-h p~fJV~f Sf, (!afo/J i-JdJ~ ft I '1tJ II
Address
(']Iq) ~37-/.;J.5i)
Telephone No.
U.I
C) .
c:
L,_
C",
C)
CD
-,
~~:_-
, .
'-'
Capacity:
JZl Personal Representative
o Counsel for personal representative
,;1
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240 - 6345
Da t e : 7/27/2005
YOHN DONALD A JR
2150 CHESTNUT ST
CAMP HILL, PA 17011
RE: Estate of YOHN DONALD A SR
File Number: 2003-00740
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:
8/28/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
A~ftldL~~W) ~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
cJvR