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HomeMy WebLinkAbout03-0765PETITION FOR PROBATE and GRANT OF LETTERS also known as To: , Deceased. Social Security No. ~, ~' ~ ~, '" ~,.~ ~"~" Register of Wills for thc, County of Commonwealth of Pennsylvania in the 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 wilt of the above decedent, dated ,JV_~ _it"~'~'~ ~ /. ~ , ~li~O'O 2- and codicil(s) dated (state relevant circnmstances, e.g. renunctation,' death of executor, etc.) Decendent was domiciled at death in ~_.~.~.~.~.~-~,,~,o,'~.~ County, Pennsylvania, with h ~J'" last family or principal re~ide~n~e at 2~? .... I ' (list street, number and muncipalit~) ' / ~ Decendent, then ~Z~--'- years of age, died at .~'~,~ z.,.,~L,,,.~.r-.ze~ /z% c_~,z~,~/._ : ./0_,9-/¢:07-gy ' 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: ' 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.f.,ollo. ws: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters .'7",,,T~c~",,,?.,~'~ ~"-~"~-~ (testamentary; administration c.t~a.; administration d.b.n.c.t.a.) theron. ir'The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are ~,~.?'tri~e and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- , ..... ~'i~::~:;~5.~talive(s) of the above decedent petmoner(s) will well and truly administer ths estate according to law. ~~ ~:t~: affixed and subs~i~ '. q Estate Of No. 21-2003-765 , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW September 19th ~Y,_2_0.0,3n consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated ~f/'~''~94~- /'3~, '~ ~ described thgein be admitted to probate and filed of record as the last will of ~~ ~ ' ~/~, ~ ; ~d Letters ~~~~~ are hereby granted to FEES Probate, Letters, Etc .......... $. 270.00 Short Certificates(6 ) .......... $. 18.00 ~i~:~x~:..~::-.PO.ge~. ( 2.)$ 6 ;00 JCP $ 10.00 TOTAL __ $ 304.00 Filed S.ep.t. egt. b¢,r... 19 .t.h., ~.O.O~ ......... Call Attorney on 9/19/03 Donna M. OttoRegister °f wills - / ~~ ATTORNEY (Sup. Ct. I.D. No.) PHONE 21~2003-765 REGISTER OF wILLS OF~__~___~~'/ COUNTY OATH OF SUBSCRIBING WITNESS (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that .~".~.~. ~-t~ present and saw the testat ~F/~X , sign the same and that Y~'~ signed as a witness at the request of testat,~lX in h ~' presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this 12th day of Donna M. Otto,lst Se~t~ J/- R~~ REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law; depose(s) and say(J) that "' t~' familiar with the signature of / ' , / codicil testat__/____ of (one of the subscribing witnesses to) the ~ill prescl~ted he~r. gwith and s the aig~ at u/~:/th riti ~gof' ~° the best of nowledgT beHef./ ' /../ Sworn to or af~dmed and subscribed ~fore · / / / / me tMs ~ /Aay of ~ . ~ (Name~' . (Addr~sJ 21-2003-765 REGISTER OF WILLS OF C~nberland COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the ~/~resented herewith, (each) being duly qualified according to law, depose(s) and say(s) that .... _ .ql~.. was present and saw Marie E.White the testaw~x , sign the same and that sh~_ signed as a witness at the request of testat_rix_ in ke~__ presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before Q~Q>Pd~iQ~ ~_L~'~x ,'~ .~~~ methis 18~h dayof ~ ~ (Name) ~. (Name) (Address) R~ COUNTY ~ON-S IBING WITNESS (each) a subscriber hereto, (each)bein~ed according to law, depose(s~d say(s)tha~ ..... familiar with the s-"fgn&ture of ",,, , .. . ~.....~odicil ~ testat___ of (one of the subscribing witnesses to) the ~ presented herewithX,~d ~~ believes the signature on the will'-~coTLi.~no~ the handwriting of ~iiat _~~~ves the signature on the wi~ Sworn to or affirmed'and_subscribed before 'N me this ~'""--~_day of (~ ~ --~ (Address) Register % _~ (Name) (Address) 21-2003-765 I, MARIE E. WHITE, of South Middleton Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. II. Ill. IV. I give, devise and bequeath to CAROLYN B. BATTEN, the following property of my estate, providing she shall survive me by thirty days: A. My residential real estate in South Middleton Township, Cumberland County, Pennsylvania, known as and numbered 21 Greenfield drive, Carlisle, Pennsylvania 17013, together with all fixtures and furnishings therein, and any existing insurance thereon; B. My jewelry, art and silverware; and \~ C. My motor vehicles, together with any existing insurance thereon. Should Carolyn B. Batten predecease me or die on or before the thirtieth '~. day following my death, ! direct that all real and personal property given to her shall lapse and be distributed as a part of my residuary estate. I give, devise and bequeath the residue of my estate of every nature and F wherever situate to my brother, RALPH WItITE, providing he shall survive me by thirty days. Should my brother, Ralph White, predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath the residue of my estate of every nature and wherever situate to my nephew, Vo VI. RICHARD WHITE, providing he shall survive me by thirty days; otherwise, to his issue per stirpes living on the thirty-first day following my death. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. I appoint M&T BANK of Carlisle, Pennsylvania, or its successor in business guardian of any property which passes either under this will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income fi'om time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor; and shall distribute to the minor upon his or her attaining the age of 21 years the remaining balance, if any, of said share. I appoint CAROLYN B. BATTEN executrix of this my last will. Should Carolyn B. Batten fail to qualify or cease to act as executrix, I appoint my VIII. brother, RALPH WHITE, executor of this my last will, Should both of the above named appointees fail to qualify or cease to act as executor, I appoint the M&T BANK of Carlisle, Pennsylvania, or its successor in business, executor of this my last will. I direct that my guardian and my executor, or their successors, shall not be required to post bond or other security for the faithfifl performance of their duties in any jurisdiction. ~27x IN WITNESS WHEREOF, I have hereunto set my hand and seal this '/~~y o~.;~/.~'/~JJ,% 2002 ~E. WHIT~ ' "' ' The preceding instrument, consisting of this and two other typewritten pages identified by the signature of the testatrix, MARIE E. WHITE, was on the day and date thereof signed, published and declared by MARIE E. WHITE, the testatrix therein named, as and for her last will, in the presence of us, who, at her request, in her presence, and in the presence of each other have subscribed our names as witnesses hereto. MARIE E. WHITE L~w OFFICES HUMER ~ D~NIELS ~o5 FARI~ERS T~UST BUILDINO ONE WEST HIGH STREET CARLISLE, PE~SYLVAN~ 1~O1~ 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 003286 DANIELS WILLIAM S ESQUIRE 1 W HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 232-36-3322 FILE NUMBER: 2103-0765 DECEDENT NAME: WHITE MARIE E DATE OF PAYMENT: 11/26/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/27/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $60,500.00 TOTAL AMOUNT PAID: $60,500.00 REMARKS: WILLIAM SDANIELS ESQUIRE SEAL CHECK//124 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5,6(a) Name of Decedent: Date of Death: Will No. 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 ~--~r,.. t~, : '/7 Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Capacity: Personal Representative ~1 for personal representative Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: tJ/7? /C) , 8-27- ;?7/}7V8- E Date of Death: Estate No.?--/ fl-~O.3 -- 00 j-C. S-- Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No .0' 2. If the answer is No, state when the personal~resentati~ reaso}lably believes that the administration will be complete: / )r;r~-- ~ 5~ 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 C-'.J c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the c;zzerk ofth hans' Court and may be '::hed to this report. / . P-<j ~C:5 C~<-- ~ Signature ~5' cJ~/&-C)' Name-1 ~ /1;~S7JS~, 2--P~~ CJtJ/ZCi~1 r?4- /?-et3 Address Date: "-.0 Cl (~~. LLJ c-;. Ll.__ ,- L._.. c_, c_ C'". I " :;1 1-- 2- <-t 3 -3'~3/ Telephone No. L~) o.L...;: Lr~ c-:-- c-;;;, {'-" c: Capacity: 0 Personal Representative J2fCounsel for personal representative ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/27/2005 DANIELS WILLIAM S, ESQ. 1 W HIGH STREET CARLISLE, PA 17013 RE: Estate of WHITE MARIE E File Number: 2003-00765 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/27/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~,t~~j ~0!;;/.~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of WHITE MARIE E File Number: 2003-00765 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsell within two (2) years of the decedent1s death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 8/27/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, t' ~' 4~" ~~ ~ .'! . . .'. . J"," , ~, , .l/2 .".I~. .' , )Pft';:,,,{! , ~ . ' '. . ~~~ '..v""'V~' .....',.;' __ ,; , . Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) '<: Cumberland County - Register Of wills One Courthouse Square Carlisle{ PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 WHITE RALPH HC 75 BOX 92 IVYDALEr WV 25113 RE: Estate of WHITE MARIE E File Number: 2003-00765 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESr NO. 103 SUPREME COURT RULES DOCKET NO. lr 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: 8/27/2006 please feel free to contact this office with any questions you may have. If you have already filed your Status Report { please disregard this notice. SincerelYr S::." ~. ~"Jf r. . .~' _ II .,- tfa~1J"(l...'j ,..\1;. . .. ./ ,~....,,' Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel \x Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 NameofDecedent:L/,V /CJ ff1/!/Z/cS;' G / Date of Death: Estate No.: ,~/ C ;-c] 7-<- r Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No ~ 2. If the ans"vver is }Jo, state ,:vhe.n the personal representative reasonably believes that the administration will be complete: 2.... ~-----.. YO.e-..ar c:::c ~..- /' I 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a fmal account with the Court? Yes 0 No 0 b. The separate Orphans' Court No, (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c, Copies of receipts, releases, joinders and approval al or informal accounts may be filed with the Clerk of the Orp "'ns' Co and may be atmched to this report ~ ~ Date: F - 0 r -- c:;,,( {~~--( ~: Signature t</; >.f',' Lj)ZJ.t-h /cL6-' Name / ~ /:-h /Lo5~r I ,-r~ 0 ~-----. Address c/,! d L( (o'il ./ )~9 I j-c' ~3 ,- i I? - ;2---'7'...4- Qs:.'3 / Telephone No. Capacity: 0 Personal Representative ~ounsel for personal representative ~ Re~ister ofVJin~ \Q;f CiULRi"llbeirlal1d COlliJL~i Name of Decedent: ~/../"r~ ~ ~#.;t:/~ '" ' Date of Death: ?-z,r- 03 'Estate No.: ;;;..../c:J'> - 0 7-C ~- STATUS REPORT lJNvER RULE 6.12 - C . Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No--~ 2. !fthe answer is No, state when the personal representative reasonably believes that the administration will be complete: .-'" .",;- ""-;. - c?r 3. !fthe answer to No.1 is Yes, state the following: a. Did the personil representative IDe a final account with the CoUrt? . Yes 0 No 0 b. The separate Orphans' Comi No. (if any) for the personal representative's account is: c. Did the personal representative state an account inforrr..ally to the pa..'1:ies in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk bfthe ' Court and may be attached to this report. L~ €.l Date: !?_/-G 1- Signature ~. HUMER & DANIElS ',' ", NfJ~r HIGH st STE. 205 USLE, PA 17013 Address I ii' 'V,j " ' , ""1~ -1" '. ,,-c' ;,' ,i'l' 1 I u"O~ " .,-....,'-'. 'J, J J.oJ j J S,:\iVH&JO :10 )i8318 ':7/?- - ';)... 'f '3 - 39-3 / Telephone No. LS :8 Wd 1- ~mv LODZ Capacity: U Pei:"sonalRepresenta"Cive j6COl.msel for personal representative SrJ Register of Wills of Cumberland County / STATUS REPORT UNDER RULE 6 12 Name•ofDeeedent: !/!//~7~'`L-,~ ~/~2/~ ~ Date of Death: ~~~ ~/ ~~~ ~ ~ ,~ ~,, Estate No.: _~~~G~~ '-' ~ "~-G 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 f ] z No ~j . " 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: .3C ~v~v ~~ 8 3'.. If the answer to No. 1 is Yes, state the following: a. Did the personal representative`file afinal account with the Court? Yes II No ^ , b. The separate Orphans' Court No. (if any) for the personal representative's account is: • e. Did the personal representative state an account informally to the parties in interest? Yes ~] No ,~ c. .Copies of receipts, releases, joinders and approval'of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. /'~ Date: ~_g-G~~s L%i/ ~ t~~ Signature i.n to ' ~>= ---- c , _ ~~:: ~s- f ~=~ ~ L ; ~s ! © C E~ Name Address ~~~1'/, ~/9- ~ ~ 3 ~- - a-5r3 - ~ ~3/ Telephone No. Capacity: ^ Personal Representative Counsel for personal representative , V~ Pa. O,C. Rule 6.12 STATUS REPORT Name of Date of Death: ~'.Z ~ - ~fl j File Number:~~G•3 '~ O ~-L,~- Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to cUmpletion of the administration of the 4bove-caption4d estate: 1. State whether.administration ofthe estate is complete :.... . .. . .. . .. . . . . . . . ^Yes ~No 2. If the answeris No, state when the personal representative reasonably believes that the administration will be complete: 3. Tf the answer to No. 1 is YE$, state the following: a. Did the personal representative file a final account with the Court? ....... Yes ~No b. The separate Orphans' Court No. (if any) for the personal representative's account is: ~"4 c. Did the personal representative state an account informally to the parties in interest? .............: . . . . .. . . . . .... . . . . ^Yes ^No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and maybe attached t report. ~q SYgnowrr of Psraon Fr!!nd fAtr Farm ~_ _ , N Capacity: QParsonal Representative Counsel J ~ ~ ~ ~ OC ~ O Nanr o/Ppaon lllns lh4 Form ~._ ~_ t1- f_~J C l - ~ -~ ~-~c ~ YV7 _ ~' ~ L~ - •. ~LN V arw • w uuwa r• .. r cn . ~ w~`~ v i r; n orCl 1 WEST HIGH ST,'STE, 20S .;L r: .q a a ~~ T~!<phont Fornr RW.10 rev. 10.13.00 REGISTER OF WILLS OF< i~~~~ COUNTY, PENNSYLVANIA Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ~, ~,;«-,~~ ~r Zl110 JUl. 28 AM 8= 25 Date: 7/27/2010 'S C~Ri C~IgERIAND 0.. PA DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of WHITE MARIE E File Number: 2003-00765 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/27/2010 Please-feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, l1G~Gx~c.~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 .- ,~ .n 2a 10 AUG 2 4 AN itll~ 0 CLERK C1E Date: a/24/2010 ~~,~~~~ ~~~~_~.~~ co.,. p~ WHITE RALPH ~' HC 75 BOX 92 IVYDALE, WV 25113 !, RE: Estate of WHITE MARIE E ~, File Number: 2003-00765 Dear Sir/Madam: ', This notice is to serve as a reminder that the Status Repor~ by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES. N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or, after July 1, 1992, the personal representative or his counsel, w'thin two (2) years of the decedent's death, shall file with the Regi ter of Wills a Status Report of completed or uncompleted administr tion. This filing is due by: 8/27/2010 Please feel free to contact this office with any questions ~rou may have. If you have already filed your Status Report, pleasedisregard this notice. Sincerely, ', tom, Glenda Farner Strasb~ugh Clerk of the Orphansh Court cc: File Counsel T Cumberland bounty - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 8/24/2010 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 ~~ ~ ~ n~~ ~ ~ A~~M ~Oi D y CI.~RK 0 (K'HAN'S UR7 cc~~~p~.~U~~~ ~,o , RE: Estate of WHITE MARIE E File Number: 2003-00765 Dear Sir/Madam: This notice is to serve as a reminder that the Status Reporlt by Personal Representative under Rule 6.12 is due on the below!, listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES'i, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on orl~after July 1, 1992, the personal representative or his counsel, w thin two (2) years of the decedent's death, shall file with the Regi~ter of wills a Status Report of completed or uncompleted administration. This filing is due by: 8/27/2010 i Please feel free to contact this office with any questions ~rou may have. If you have already filed your Status Report, pleasedsregard this notice. Sincerely, t~G~61t~t/~1 Glenda Farner Strasb~ugh Clerk of the OrphansF Court cc: File Personal Representative(s) _ __~ _ ___ _T~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 7/27/2010 WHITE RALPH HC 75 BOX 92 IVYDALE, WV 25113 RE: Estate of WHITE MARIE E File Number: 2003-00765 Dear Sir/Madam: _, _ _ _ ~ rr-~~1 ~ `"~ V. 9 J~' ~ ~ ~ ~'~~ ~~ ~ ._ ! 1'.f 1~.l~ 2Ui0 J11L 28 AM 8~ 26 CORK CF 4RP[-lAl~l'S COURT CUM~ERl.~1~ CO,. PA. This notice is to serve as a reminder that the Status Report by Personal Representative under Rule. 6.12 is due on the below listed date. ~! As per the AMENDMENTS TO SUPREME C URT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal represe tative 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: 8/27/2010, Please feel free to contact this ol~ffice with any questions ypu may have. If you have already filed y ur Status Report, please disregard this notice. I Sincerely, l~zznot~Jc~~'~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel i~.EGISTEi. C`F ~^iLLS G ~G-•-~~ C:OU:vTi', PF.?•~`;Syi ~~~_~`~~?, et Dec .iea~ Da`~ o: D°ath: 2 / File Diu:::bey- 0.3 " ~^ i~iii~iiiilt t'~ D f i (` P. 1, i. 17 T ~r~ the $~11.4isrir.o ~;?itn r~cr]+;:` f~~ r.rrT;~:~2ii(1il (nf th.'. 2uill~illlh'3tlQll of V 1 fV. V •... 1\.ilv V.1., 1 ieL^iV • .. ..J - ~ the above-captioned estate: 1. Sta±e whether administration of the estate is complete:....... • • • • • • • • • • • • • ~';1'es ~ `v`~ 2. If the anstive>'is X1'0, state when tale personal representative reasonably L•e.ieves that the administration will be con,plet~: . / ~•~~ u~i - - 3. If the answer to I~'o. l is YES, state tale following: . a. Did the personal representative ; le a fnal•accolrnt with the Courl? ....... '',Yes ~No b. Tile separate Orphans' Court :vo. (if any) for the personal • representative's account is: c. Did the personal representative slat;, an account 1, ~..~ ................... ~ ' I'es ~ ~Io . infomla..y to the p~rti~s m ulter_~~ . ........... . d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerlc of the Olph~ns' Court alld may be a~ ache this r pori'.' G%l/ '"'~"~' ~ G. , ~L Signrr;cc of Pu:an F:(L:; riri: !'Orm f = ..-, tr 1~ ; ~ ~~~L-',' Capacity: ~ersonal Representative ~~Counscl ~ ~ ~,~ t-- .~_1 ~ ~~ Nm::a o~Pzrsar FiJir; flair rorur >r, s - r.i r~lz;.;~o,rr ~i_ <.Eu I~TE% ~;= ti~~iT LS G ~G-•- ~``"~~ C:GL~:vTY, PF.:~~;3'~'L'~~ ~,~ ~?. -_._ !i 1`3111e oI Deceden Da`e o: D°ath: ~~f,,~ 2 ~~~~-~, File Nu:~~ber: D.3 " ~~ i~iu ~iis e • D~ ~ r` A..1 r: 17 T .•~-. ~.-r t~1~ f.~ll,~ttn+-o t;; iTn j•'C7~?!;` t.~ r.rrP_ ~1P~1!`. _1 f?~ t~i e~.~ll':'t 11!tl•3t1o1? Ol L{t LV 1 f:4. .V. 1\~ue V. tL, 1 a rv• . .. ..' ~~ ~. tine above-captioned estate: ~'~ . 'i 1. State whether administration of file estate is complete:........... • . • • • • • • •~~, Yes ~ "`~ 2. If the an"stiveris ;~'o, state when the personal representative reasona~ly believes th at the adirinistration will be coniplet~: 3. If the ails.ver to I~'o. 1 is YES, state file following: . • ~ i a. Did the personal representative ~ le a f nal~acceunt with the Court? ...... , b. The separate Oiphans' Court No. (if any) for the person~:l representative's account is: c. Did the personal representative slate an account infom}al.y to the parties in iiaerest? .:............................ . d. Copies of receipts, rele~ ses, joi?:tiers and aprrovals of forrnzl or infonnal ac filed with the Cleric of the Oiphars' Court and may be ai,ache this r po G%l/ 11., ~re 1 d ~ ~-!`~~~ f~ G' ~ ~ ~ S:gnrr.:rt of Pu:an Fiiu:; ti~ir Fnrm l1. i C_. ~' ~. ~ _ LL --~~' C8}iaC~iV: ~C:SO::r11 ~C~J:ESCI1t3llYt C .' .~ ~~ C~ ~ ~ L L ~ .? , ~_~: C~~' ~ ri' /r//G wit/ J . i'._.~ 1 ~-? v 7 C •. c..~ t~-- ~ J ~ ~! U w rlm::e oJPu sati Filir.; drs Perm /' c ~ ~ '~- o Q ~ dd~'re;s ' a r., v ~/LG~,~ , _ / [Yes ~No es ~;~o may be ~ ~~~ . ~~ -- r Telzr~~ont '~I I N R E ESTATE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA MARIE E. WHITE ORPHANS' COURT DIVISION DECEASED NO. ~~.(~ ~ TERM ~~L~ ar--~ cn =~= ?~ ~~:; _. ~, -- ~, , - : , ~a PETITION FOR CITATION ~` n ~~`' ~-, ___.. -~ - r ti` ~, TO THE HONORABLE THE JUDGES OF SAID COURT: ~ ~i yJ -~ r ' T AND NOW, this ~ ~~ day of ~ ~ ( ~' ~ ~ comes the Commonwealth of Pennsylvania, by Robert Freedenberg, Deputy Secretary for Taxation, for Daniel Meuser, Acting Secretary of Revenue, who avers: 1. That Marie E. White, deceased, (hereinafter referred to as "the Decedent"), died on August 27, 2003. 2. That a Petition for Probate of the Last Will and Testament and for Grant of Letters Testamentary was made by Ralph White, Executor, (hereinafter referred to as "the Executor"). Letters Testamentary were granted to the Executor on September 19, 2003. Attached hereto and made a part hereof is a copy of a document attesting to said date on which Letters were granted marked Exhibit "A." 3. That on November 5, 2010, a certified demand letter was sent to the Executor, advising that the Inheritance Tax Return for the Decedent had not been filed. A receipt was signed and returned to the Department of Revenue. Attached hereto and made a part hereof is a copy of said letter and receipt marked Exhibit "B." 4. That as of the date of this Petition no Inheritance Tax Return has been filed by the Executor of this estate as required by Section 1736 of the Act of December 13, 1982, P.L. 1086, No. 255, (72 P.A. C.S. § 1736). 5. That under Section 2176 of the Act of August 4, 1991, P.L. 97, No. 22, (72 P.S. § 9176), the Secretary of Revenue is authorized to request the Court to issue a Citation directed to those subject to any duty imposed by the aforesaid Act, commanding such persons to appear and show cause why the requirements of this Act should not be met. WHEREFORE, your Petitioner prays your Honorable Court to issue a Citation upon the Executor, directing the Executor to appear and show cause why said Inheritance Tax Return in the estate of the Decedent should not be filed as required by law; and to further direct that the costs of this action shall be borne by the Executor. COMMONWEALTH OF BY Robert Freedenberg Deputy Secretary for Taxation FOR: Daniel Meuser Acting Secretary of Revenue COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF DAUPHIN Robert Freedenberg, Deputy Secretary for Taxation, for Daniel Meuser, Acting Secretary of Revenue, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of his knowled~e, ~if~~na~ion and belief. Robert Freedenberg Deputy Secretary for T For: Daniel Meuser Acting Secretary of Revenue Sworn to and Subscribed before me this day of Page 1 of 1 PETITION FOR PROBATE and (;RAN'T' (}F Ll'sTr~T~EKS t:-trarMl ~ ~~~~C ~• ltJffi~`G~ No. -a~~~'---L~ .__.....w--- ._____~_-_.-_._---.----___-- Rcaittcr (rr wills r~ shy Dmarrd• CotuuY of ~1~N'/~",,eY_~. in the 3rx•!a! tipirtritriYa..~~~ ^.~~ ^_~~ ~L- Curmm~ntccahh a! )'cone>•Ivarua The Lctiartn <,f the undcrslgned tcspectfull)' tcprescnls drat: Yaut txuuonrrtN, who i(i arc I&)'ca)s of nge nr older an the cas~ul ~LC._.-___-_v. named in thr lau N II} ItI IhC a)?nYC IiCV CdCnl, dated ___,,../_~t_L.Y-~'!.Z~~ __._..-~~S___, jV~p'a z and <oali(fl(t) slated _.----. --------..._.__--•------------------------_..._-----....__y - -'-- -__~~'y'./ ~3a~-~~-- - ----_-- ~Pr, --x~-rte -c~_..___ prates rr:r.am :++~+m.rar •c,. <.p rcwunrlatita. dralh nl ra;utm. a.) . Ust•cndcnt an(dnmicikd at deaUt in _-_Lrlc[hfA~/-t l~~.°S~_-. C'oltm ~, (ko yh•ania, (cBh h.,G!__._, last I'amilp ar ptinapal rciid~r)~fc :~t 21 L•~~!~)S ~~~~~. -- !~-_~---- G,gQ,[.1sL1~1_,So_k..Ji!~lTlrlt~lt~'~L_2~4_~-~. ~°/- u~•,1.w•%. ~r eft ~`' Ilnt ~trc+1. nnmhcr and rrrancipvnY'I ~~qq ~~,,,~,~~,, ~,[9/3 hcirniknt, IIICn -.~_~-+._ )'CAfa V(a rC. decd . ,- ~ ?`` ~- t~-w.3, • C•,i~t ~'.G~ {._.~. Rrcept at fi)Ilu+c., d(rcdcnt did not marp•, was rt(',t (lirurrcd and did not has•e a chill horn ortduptcd after r~et•ution of qx µi11 uffrreJ for pn,b(tle; w;ii nl+f the siidm of a Ldling and ,cai nertr adjud+catcJ lXcendent nt dcadt Dotted pmpertg wish (•+uu)alcd saluc~ as fo0oµs: (If doml(tilcd in Pa.) rVI pcnnaat pto(,crtt t_._/~~~~~~._. (If nM dnm:cllyd in 1'a.) Personal proncrtq m I'cnntyls•aniu S _.-__.-._..-_.--.-.... (If not dnmhiEcd In Pa.) Personal (sroitctt)• kl ('n(uu) S._ _ )'aloe of real etitatr in I'enrn ivaniu S ,- ~~!_O°p~ siluatrd gs Iq!)n .: ~/~X~"~'C/ttT/~~- ~~.~_Ci9%L!_.1s`G.~ oa~j?'C- _. ~hI_:F1/--7_~!k"~!r_~iy'-,~'±•~.~i..t'%9~w~._.t~.y.73r~._ -.------ 1t'HhRF:fO}t4~. rchttnnctls) rtst+ectArlly tcqur;tls) tnc proh:nc of the laq scifl and indicll(s) presented herewith anU thr yruu of iittcrc__~L`a.{.7_'~?~L°!nC~'Z ' - ' In+ltnrcmay: adminnn,rrnw. t' •Y -aJminnlgdun .I L.n . 1..+ 1 t hcTlttl. ~. _ ' 1: ...1 _ - ~ ----------. ----. ._ - _.~ ~~.~ ... _h_'.tT~.~- ---- __..- _ _--_ _---.. _.~___._.._.-.-- - - _. --- y o~~l•~r~ ~---- ~N - ---. _ _------------------..-~ -----------__.._.- ---- .~ i S ~ Ir /i, wy OATH OF PI:R50NA1. RFPRi;SENTATIVE Y ~ ° ~ ,~ ~Bf(t11'E;r1i,-`i~ft--Hf'-f't?t~tN3Yt~'7tSVTA ~. `f)tC pclittoner(H abocc•nantad swrtr(s) nr affrmis) thy[ the statcmenu In d,c forcPoing prhlian,:trv j` ~~•yr',, g f+eutipnrr(s) and shat as fxrcpns) repre>en• { ~''u a rod Gooses to the beu of the knnwlcd a and t,clicf nl ~• : `. to ills) of the at+nce ds~cdetu pctilioocr(+) will µ•c11 end truly adnunlster the estate acrording to 1aµ•. x ~ ~ r ~.(,~~S+ orn u, ur at(itn~cJ and snbscrihcd - ~ ~ - ~~•-'/ -~- P, ''__ _.. „-•---`-- me me this -- Y _---._..--. des) nC - -- ,~~~+--'---.~Y!!Y'.`'_---_.-__ 4 e" . __ - RfRiil .... --- .. .-- - ---- .. _ _._ ~H1~1`~ A hrip:Urecords•ccpa.netlweblitilc~ublic~rint/ImageDisplay.aspa?cache=yes&sessiot~ley=..• l i/3/2010 Page l of I ND. 2)-2003-7b5 __ Estate of !~'/~~ ~ ' ~'`~~ y`am' .__, Deceased DECREE OF PROBATE AND Gke1tVT QF LETTERS AND NOW ,`)si" ~terittlar S q S_h t4t~2Qp,3n considttatfon o! the petition on tho reverse side hertdf, 3atisfactary piao( having ban prctented before me, IT t5 DECR@ED that the instrvment(a} dtsiecl_ /VO~°j~'~~~°~ ~~a 2~ Z"' described therein be admitted to probate and Cled o(record as the tut rill of!~~/~ L ' and letters _Lt~ ue hereby granted to FEES Probute, Ltlleis, Etc......... , S 270, 00 STtort Lerli6C3le3•fj) .......... S 1 ~ • n~ 3G1A1)h>SAt4idlft it..X, .R~+9e9{ 7.) S 6 ~ OD ,iCP _~_.__-.._. S_..10.00 70TAL ~ S_~~ Fited sspkt:tnbgx.].4~h~2QQ3......... Call. ltttorney an 9/19/03 l !~ Donna M,Uttdt~'nofwa~ ~~~~~;dlf/ .ar ~~ ,9 .~7TCR`!E5' tSap. Ct I.D. `to.) C~/3X,1./,CLf':- .>.pDRtSS ~ 17~~ 3 ..~-~~ r~y3 - ;~ ~3~ pHp`1t3 E~Ht~~ A http://records:ccpa.net/rweblink~ublic~rint/ImageDispla}'.asps?cache~~es&sessionkey=... 1 i/3/2010 Page 1 of 1 21-).003-,~G5 REGISTER OF WILLS OF~-±~~~~~ .COUNTY OATH OF SUBSCRIBING WITNESS G E/~ ~ S~tL4V~`,/_~nb.9~v .q..-1 ~..Y~9~-, S; ~~vi~[..1 raedfef(-- (wch) a subscribing witness to the will presenlcd herewith, (each) being duly qualified. according to {aw, depose(s) and say(:) that - prescnt and saw the ustatl~[.tL_, sign the same and that _ ~'~ signed as a witness rt the request of tatat~C_ in hL~_ prurnee and pn the presence of tech ether) pn the pretence of the other subscribing wi(tness(es)), Sworn to or rfflrmed and subscribed btfote - me this 12th day of ~~f~ '~` ~~ameJ~iv~ - ~ lkmna t4. Otto, lot S~~ty Re (its _, ~ c~.~ digit-t.rsi~ (~4ddrrss~-P,9 / ~/.~ REGISTER OF WILLS OF COUNTY -, .OATH QF NON~SUB5CRIIIING WITNESS (each) a tubscribcr hereto, (each) being duly qualillcd :<ccording to law, depose(s) and say(s) that r' frmlliar uilh lht signature of ~ , testa of (one of the subscribing w(tnesus to} the ill pres red hSrSwlth and ~ ~~~ ~ that ____.___ -_ bdic s the f{gnature the will In the hen ling of the best of ,_,L..-. knowledge a~dbelfef. Sworn to or of lured and subscribsd fore me thtt day of (NomtJ 19 --- _ Rtd(sler (Norrrrl (il ddrtssj ~XHI~t~'~ A http://records.cepa.net/~~eblink~ttblic~l•int/ImageDisplay.aspx?cache=yes&sessionkey=... 1 I /3/2010 HARRISBURG DISTRICT OFFICE PA DEPARTMENT OF REVENUE 1825 STANLEY DRIVE HARRISBURG PA 17103-1256 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-S69 FO AFP i07-0S) Date: 11 / 5 / 2 01 0 RALPH WHITE HC 75 BOX 92 IVYDALE WV 25113 Dear RALPH WHITE: Estate of: WHITE MARIE E Date of Death: 8/ 2 7 / 2 0 0 3 File Number: 21 0 3- 0 7 6 5 (Certified Mail-Return Receipt Requested) Department records indicate you are responsible for the settlement of the above estate or that you represent the responsible party. As of this date, you have failed to resolve this matter. This is to again advise you that the estate is in delinquent status, as it remains unsettled. The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by a personal representative or a transferee of an estate within nine months of a decedent's death. Department records show that. this estate remains open because: AN INHERITANCE TAX RETURN HAS NOT BEEN FILED. If the return was filed, please contact this office immediately. If this estate was opened for the purpose of filing a lawsuit, please provide the term and docket number of the proceeding in writing to this office so that we may postpone any further action. Under Act 40 of 2005, additional collection costs, including but not limited to fees of up to 39 percent of the amount due and attorney fees incurred in securing payment, may be imposed on any liability not paid prior to referral to a collection agency or contcact counsel. This notice shall serve as a formal demand on you or your client fiom the Department of Revenue. If you fail to file the return, the Departrnent may file a citation requiring you to appear in court to show cause for your failure to comply with the law. A fording of contempt in this matter could subject you to additional penalties and/or incarceration by the Orphans' Court of Cumberland County. RETURNS SHOULD BE FILED AND CHECKS MADE PAYABLE TO: REGISTER OF WILLS, AGENT Direct any questions regarding this estate to: HARRISBURG DISTRICT OFFICE PA DEPARTMENT OF REVENUE 1825 STANLEY DRIVE HARRISBURG PA 17103-1256 tXHI BIT Es Sincerely, Anastasia DiBartolomeo (717)425-7705 cc: WILLIAM S DANIELS STE 205 1 W HIGH ST CARLISLE PA 17013 HARRISBURG DISTRICTOT•T'ICE PA DEPARTMIENT Of REVENUH IS25 STANLEY DRIVE HARRISBURO PA ITlOll256 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Date: RALPH WHITE HC 75 BOX 92 IVYDALE WV 25113 Dear RALPH 1NHITE: Estate of: WHITE Date of Death: File Number: REY-669 FO AFP (07-OR) 11/5/2010 MARIE E 8/27/2003 21 03-0765 (Certified Mail-Return Receipt Requested) Department records indicate you are responsible for the settlement of the above estate or that you represent the responsible parry. As of this date, you have failed to resolve this matter. This is to again advise you that the estate is in delinquent status, as it remains unsettled. .._ .. ~ payment of ~ • • state within nine ': ^ (:om Tate iteRis:`1, 2, ancf 3 AlsocofilpCete ` ~. Signatyie ~ , . ains open because: item if Restficted Delivery`is`deslted ~° ~ ^ Agent i Prin your name and address on the reverse X ' ,~ ^ Addressee FILED. SO at we Can return tfle card°to youc::;._ B. Received by (Printed Name} C. Date of Delivery ; ^ Attach this card to the back of the mailpiece, or on the front if spacepel'~nits. 'e was opened for the ~ D. is delivery address different from item i? ^ Yes t. Article Addressed to: he proceeding in writing -- - - If YES, enter delivery address babes: ^ No RALPH WHITE'': xc 7s sox 9z 1 to fees of up to IVYDALE VJV 25113 nt, may be 21 030765 DIBARg'OLOMEO 3. Service Type contract counsel. ^ CertMiad Mail D i~r~ess Mall ^ Registered ^ Return Receipt for Marohandlse vepartment of ^ Insured Mail ^ c.o.D. ;-equiring you to a. Restricted Delivery? (Extra Fee) ^ YB3 :finding of contempt in 2. Article Number y the Orphans' Court of (!ianster from service -abei} ? 0 D 9 1l6 8 Cl C! ~ 1771 7 ~ .14 9 6 0 5 `'PS Form 3811,~~F))e~~bruaryv2004 Domestic Return Receipt ~ .,.tozsss-0z-M-fsao 'TO. n1'e'1.U1~1V~ ~t1V 11L11 Dri 1'i1,.~L'Y aza ... .._~.`-_~ _. _: '".••. ".::.. ~. REGISTER OF WII~LS, AGENT Sincerely, Anastasia DiBartolomeo Direct any questions regarding this estate to: HARRISBURG DISTRICT OFFICE PA DEPARTMENT OF REVENUE 1825 STANLEY DRIVE HARRISBURG PA 17103-1256 (717)425-7705 cc: WILLIAM S DANIELS STE 205 1 W HIGH ST CARLISLE PA 17013 EXHIBIT B IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, pENNSYLVANIA ESTATE OF MARIE E. WHITE, DECEASED ORPHANS' COURT DIVISION NO 21-03-0765 ORDER AND NOW, this -~ day of ~~_~ 2011, upon consideration of the foregoing Petition, it is ORDERED and DECREED that YOU, Ralph White, Executor, for the Estate of Marie E. White, deceased, are hereby cited to be and appear at Courtroom No. ~ , on the +~ 7 ~7 day of 2011, in the Courthouse of Cumberland County, Pennsylvania, at ~, m., then and there show cause, if any there be, why the Inheritance Tax Return in said estate should not be filed; and to further direct that the cost of this action be borne by the said Exe or. Orphans' Court Division Judge ;..:, ~; ~~~ ~ ~ N ~~ ~ C'7~~ ~" rJ ~ ~ ~--4 ,F-- R: ~~ rn ~,` c_~, x~ ~ ~ ~'3 a:, - 'T7 ~~ m ~~ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: MARIE WHITE CUMBERLAND COUNTY PENNSYLVANIA NO. 03-0765 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 03/24/11 JUDGE'S INITIALS: TIME STAMP DATE: IN RE: ORDER SERVICE TO: WILLIAM DANIELS RALPH WHITE METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 03/25/11 ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ® CLERK OF ORPHANS COURT SERVICE TO: PA DEPT OF REVENUE METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 03/25/ 11 ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT eputy Clerk of Orph s' Court ~~~ . ~ _ ~~, IN RE: ~ " _ _" r, IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA n=~~=~~ ~'~. ~., ,,, ~~ . " ;~T ~ _ ~ .: v~ ' Vi'''a ESTATE OF MARIE E. WHITE, DECEASED . ORPHANS' COURT DIVISION . NO. 21 03-0765 PRAECIPE TO DISCONTINUE WITHOUT PREJUDICE To Glenda Farner Strasbaugh, Clerk of Orphans' Court and Register of Wills The above-captioned action is a Citation for failure~~to file an inheritance tax return. Please mark this action discontinued upon payment of costs by the Estate as the Executor of the Estate filed the inheritance tax return. DATE: May 5, 2011 .~~ Lora A. Kulick Attorney for Petitioner PA Department of Revenue Office of Chief Counsel. P.O. Box 281061 Harrisburg, PA 17128-1.061 Attorney I.D. No. 69436 ~6 1505610101 REV-1500 ~` tO1-'°'4E~ PA Department of Revenue Bureau of Individual Taxes PO BOX 28o6oi Harrisburg, PA i'7t~8-0601 DECEDENT INFORMATION BELOW pennsylvania DEV.RiMFRi Df REYEMVE INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY Code Year File Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY Decedent's last Name Suffix Decede nt s First Name MI T1 c ~ p !^?~'!11~ 1 1~ (ff Applicable) Eller Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number ~~~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW i 1. Original Return O 4. Limited Estate III 6. Decedent Died Testate (Attach Copy of Will) O 9. Litigation Proceeds Received O 2. Supplemental Return O 4a. Future Interest Compromise (date of death after 12-12-82) O 7. Decedent Maintained a Living Trust (Attach Copy of Trust) O 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) O 3. Remainder Return (date of death prior to 12-13-62) O 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposk Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number l ~ ~ REGI F WILL n-- '_'c m~ ~ r ~ rr1 i First line of address ~ cri ~ .r=°' `e ~0~ ~ ~ Second line of address ~ ~,: D ~ City or Post Office State 21P Code DATE FILED Q l i ®~i Cortespondent's a-mail address: c_'., ;: '_rrC r..._ c Under penalties of perjury, I declare that I have examined this return, InGuding accompanying schedules and statements, and to the best oT my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS Side 1 1505610101 1505610101 J ADDRESS PLEASE U8E ORIGINAL FORM ONLY J REV-1500 EX Decedent's Name: RECAPITULATION 1. Real Estate (Schedule A) ............................................ . 1. ^ 1111 MW GI^1 ~ M~^ II~^ 2. Stocks and Bonds (Schedule B) ...................................... . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3. 4. Mortgages and Notes Receivable (Schedule D) .......................... . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)...... . 5. , 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ...... . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested....... . 7. 8. Total Gross Assets (total Lines 1 through 7) ............................ . 8. 9. Funeral Expenses and Administrative Costs (Schedule H) .................. . 9. I 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. . 10. 11. Total Deductions (total Lines 9 and 10) ................................ . 11. 3 12. Net Value of Estate (Line 8 minus Line 11) ............................. . 12. 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................... . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... . 14. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 "" "'° ' " ~' (a)(1.2) X .0_ I 16. Amount of Line 14 taxable at lineal rate X .0 _ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505610105 Decedent's Social Security Number O Side 2 1505610105 1505610105 J REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENTS NAM/E - , .y~j- ~j ~ ~j mil/ ~ r C7 m~T~~' U~~. " STREETADDRE ~C-G~ .17/x, CITY STATE ZIP Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) ~ (1) ~~S'~`, ~~ 2. CreditslPayments A. Prior Payments ~~. ~5-~C• ~i ~ B. Discount ? ~-~~ Total Credits (A+ B) (2) ~ .~f ~ ~U. Z/ 3. Interest (3) 4. if Line 2 is greater than Line 1 + Line 3, enter the difrerence. This is the OVERPAYMENT. fill in oval on Page 2, 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) ~_ ~ 1 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 transferzed :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for Irfe of either payments, benefits or cere? ...................................................................... ^ 2. If death occurzed after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "in trust for" orpayable-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. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [l2 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent (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 return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 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 percent (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 percent, 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 ofthe decedent's siblings is 12 percent (72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. C~~~p~ r J~,~ .,. ~ c-~~ ~~ I, MARIE E. WHITE, of South Middleton Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. I. I give, devise and bequeath to CAROLYN B. BATTEN, the following property of my estate, providing she shall survive me by thirty days: A. My residential real estate in South Middleton Township, Cumberland County, Pennsylvania, known as and numbered 21 Greenfield drive, Carlisle, Pennsylvania 17013, together with all fixtures and furnishings therein, and any existing insurance thereon; B. My jewelry, art and silverware; and ~~ C. My motor vehicles, together with any existing insurance thereon. II. Should Carolyn B. Batten predecease me or die on or before the thirtieth ~., day following my death, I direct that all real and personal property given to her shall lapse and be distributed as a part of my residuary estate. III. I give, devise and bequeath the residue of my estate of every nature and wherever situate to my brother, RALPH WHITE, providing he shall survive me by thirty days. IV. Should my brother, Ralph White, predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath the residue of my estate of every nature and wherever situate to my nephew, _._ .. _ RICHARD WHITE, providing he shall survive me by thirty days; otherwise, to his issue per stirpes living on the thirty-first day following my death. V. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. VI. I appoint M&T BANK of Carlisle, Pennsylvania, or ita auccesaar in business guardian of any property which passes either under this will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another •s~ for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and i education (including college education, both graduate and undergraduate) ~.s°1 without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or io any person taking care of the minor; and shall distribute to the minor upon his or her attaining the age of 21 years the remaining balance, if any, of said share. VII. I appoint CAROLYN B. BATTEN executrix of this my last will. Should Carolyn B. Batten fail to qualify or cease to act as executrix, I appoint my brother, RALPH WHITE, executor of this my last will, Should both of the above named appointees fail to qualify or cease to act as executor, I appoint the M&T BANK of Carlisle, Pennsylvanfa, or its enccessor in business, executor of this my last will. VIII. I direct that my guardian and my executor, or their successors, shall not be required to post bond or other security for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~ JJ day ofy~~/„~~l~~v, 2002 (SEAL) . WHITE ~~, The preceding instrument, consisting of this and two other typewritten pages identified by the signature of the testatrix, MARIE E. WHITE, was on the day and date thereof signed, published and declared by MARIE E. WHITE, the testatrix therein named, as and for her last will, is the presence of us, who, at her request, in her presence, and in the presence of each other have subscribed our names as witnesses hereto. ~~; fJ G ~~~- ~~~cu ~ ~ ~ ~~~ kayo /~j5~~-~/N ~. C~'~/~jZ,~J' ~v'~ 4,1'~ ~~ l ~`~ Zvi COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DM310N DEPT. 280801 HARRISBURG, PA 17128.0801 Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION wwFaF cecc rxenmT e.,.. ,~ , .....~-....._ __ COUNTY CODE FILE N UMBER _ - -- -- - - --~ --• • -.~^ ~ .....~, cv .vw rcc ~ vrtncu ~ u AtfWE ADDRESS gOCW. 8ECURITY OR DEATH CERTIFICATE NUMBER y C 5 G ' 3 - 2 2 • DEC//ED~E--NT S NAME (LAST, FIRST, MIDDLE) ~.~ ~ DEATH . ` ADDRESS OF DECED EE,T) (CITY) (STATE) (ZIP CODE) NAME ANO ADDRESS OF ERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (NAME) ~ ~ ~~~'/A~ ~/ /~ /q /y) r C... (STREET NAME) (fir /~ ~~~ ~~ ~5,.\ /•+Z (CITY ) -C/ (STATE) (ZIP CODE) /Z.L.IJGO ~ ~ ~"L/ NAME, ADDRESS AND RELATKNSHIP (IF NY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING ~. (NAME) ~~/ J~ ~ T (R T10NSH{IP)~ ~~~' " _ r/C~~~GUPryf~ (STREET NAME J~ ~~r- ; ~x ~~ (CITY) (STATE) ~ ~ (ZIP CODE) i~Y ~/ Yigi- ~~ 2 b. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE) (ZIP CODE) t. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE) (ZIP CODE) ' NAME AND ADDRESS OF FNUINCULL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (NAME) ~i oL T /,~ir}.v,~ (STREET NAME) (CITY) {ZIP CODE) 1 NAME OF PERSON MAKING LAST ENTRY r~-~ /ti~~~- ~ . G.•,~ ~c DATE AND TIME OF lA3T ENTRY . ~~~ /9.9 ~ GATE OF CONTRACT TO RENT BOX NUMBER OF BOX ~ T1TLE,UNDER WHICH BOX IS REQUESTED NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. (NAME) _ ~7.~iri~' ~~ ~ , 7C' b. (NAME) (ST RE AD ~ pRESS~~ ^~~ r. 7 C~ /~/ / (STREET ADDRESS) (CI . y (STATE) (ZIP CODE) C'd~ G~~ / / ! ( (CITY) (STATE) (ZIP CODE) NAME AND TITLE OF EMP LO E TAKING THE INVENTORY WAS A WILL iN THE BOX9 ^ YES ~NO If yas, a: Date of wlll: b. Hama and addnsa of panonal npnsantatlva, H named In the will (NAME) (STREET NAME) (CITY) (STATE) (ZIP QODE) c. Hama and addnss o/ attomay, H any (NAME) (STREET NAME) (CITY) (STATE) (ZIP CODE) SAFE DEPOSIT BOX INVENTORY SAFE DEPOSIT BOX INVENTORY Page of INSTRUCTIONS (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and Gass of stock. (3) Obligations of U:S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e.; jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designafion. (Bearer Bonds) (S) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (li) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Currant Insurance Policies or other evidences of Indebtedness: List and describe as fully ' as possible. (8) All other contents. NO, ITEM DESCRIPTION .s/,-~ r ~,- ~ 3 6 3 J`~~ ~.•c.. vr.r- f J d!i t CD < e ~ 's w ~ r ri Oli.v E ~ ' o r ri .~ S'" /-Yi ~ Go !7t h i f ~ ~ / ~ i `7~ .cri-+~ Sc c. 1`T~ C' 'C.~- a . < tl~c..,,' f~ss~ s / / -~- s ads ~ ~ do _ S-,,,,, ~ ~ ~ c•~c L a/ e<, ~/ /ti~rc ?a 's' ~~/ •~ S^i~vs -^ ~® K 61XifC c I CERTIFY UNDER PENALTY OF AT THE ABOVE RECORD IS CORRECT AND LETE TO EST NIY KNOWLEDGE AND BELIEF. P RSON RECEIVING COPY OF ~ SAFE D POSIT BOX INVENTORY: sl P ;~ ~ ~ /~J ~'f INT E ~ /7 ~~ PRIPIT~TyIT~LE,. ~// ~`~~ ~/9~/ r .L -1/1TC. A4~~L ~JJ _. af, I _ ~i _ DATE ! !f ~~~ CHECK APPR TE Bpx: Ex~aMOr(trbc) ^ AdmWstr~tor(Mx) . ~Esteb RpAMM~tlW ~ JdM owner of ia/a daPOSk box r~ _ . -_ _ __~_.. _~~~.~..~.... ,. .. ~..wh~~ .r nw..oie~.~ v, ui0 vupllGilti 0t Vlti page OT corm. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXE$ DEPT. 280801 HARRISBURG, PA 17128-0801 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DANIELS WILLIAM S ESQUIRE 1 W HIGH STREET CARLISLE, PA 17013 REV-1182 EX(11.961 N0. CD 003286 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- Lee ESTATE INFORMATION: SSN: 232.38.3322 FILE NUMBER: 2103-0765 DECEDENT NAME: WHITE MARIE E DATE OF PAYMENT: 11/26/2003 POSTMARK DATE: 00/OO/0000 CouNTY: CUMBERLAND DATE OF DEATH: 08/27/2003 101 ~ S60,500.00 TOTAL AMOUNT PAID: REMARKS: WILLIAM S DANIELS ESQUIRE SEAL CHECK#124 INITIALS: JA RECEIVED BY: DONNA M. OTTO S 60, 500.00 DEPUTY REGISTER OF WILLS TAXPAYER REV-1502 EX+ (6-98) SCNEp1~LE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ~~! /lZ~~/Z/E ~-' • 02.//x? --O'~ G .S- All real properly owned solety or es a tenant In common must be reported at talr market value. Fair market value is defined as the pnce at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survlvorehlp must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ,, zi G.ec-~-ti~~!~ ~~ ~'~-~ rte, ~'~ l~l, ~~S~./~/ ~-~~ ~-~N~ ,rte/~D-/ TOTAL (Also enter on line 1, Recapitulation) s ~ , // /r~~. ~/~j' (If more space is needed, insert additional sheets of the same size) - A: Settlement Statement R Tvne of L non U.S. Department of Housing and Urban Development /BAR Nn 9Fn9_n9RF RFV HI Ill_1 /3/ARy FINAI 1. ^FHA 2. ^FmHA 3. ^Conv. Unins. 6. File Number 4. VA 5. Conv.lns. MT2004-20JF 7. Loan Number 8. Mortgage Insurance Case Numt~er C. Note: cams marked "(p.o.c.)"were paid outside trre dos'mp~ n,ey are ehosm here for information purposes and ,sere rid k,dudee m the totals. WARNING: It ie a crime to knowergly make false statements to kre United States on this or any other similar lortn. Penakiea upon conviction can include a fine and un aril. For details sea: Title 18 U. S. code section ,001 and Section 1010. TItIeEXpfess Settlement System Printed 02/26/2004 at 11:57 KLL D. NAME OF BORROWER: Charles H. Kroger and Marlene E. Kruger ADDRESS: E. NAME OF SELLER: Estate of Marie E. White ADDRESS: F. NAME OF LENDER: Cash ADDRESS: G. PROPERTY ADDRESS: 21 Greenfield Drive, Carlisle, PA 17013 South Middleton Townshi H. SETTLEMENT AGENT: Saidis, Shuff, Flower 8 Lindsay, Telephone: 717-243.6222 Fax: 717.243.6488 PLACE OF SETTLEMENT: 26 West Hi h Street Carlisle PA 17013 I. SETTLEMENT DATE: 0212712004 J. SUMMARY F B R R RAN ACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales rice 149 250.00 401. Contrail sales rice 149 250.00 102. Personal Pr 402. Personal Pro 103. Settlement cha s to borrower line 1400 2643.75 403. 104. 404. 105. 405. Ad'ustments for items aid b seller in advance Ad'ustments for items aid b seller in advance 108. School Taxes 02127104to06130104 554.77 408. School Taxes 021271041006130104 554.77 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 152 448.52 420. GROSS AMOUNT DUE TO SELLER 149 804.77 200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. De it or earnest mono 501. Excess De it see instructions 202. Princi I amount of new loans 502. Settlement char es to seller line 1400 1 558.10 203. Existin loan s taken sub'ect to 503. Existin loan s taken su ' to 204. 504. Pa oft of First Mort a Loan 205. 505. 206. 506. 207. 507. 208. Fluorin Credit 3000.00 508. Fluorin Credit 3000.00 209. 509. Ad ustments for items un id seller Ad'ustments for items un id seller 211. Coun taxes 01101104to02127104 48.97 511. Count taxes 01101104to02127104 48.97 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BYIFOR BORROWER 3048.97 520. TOTAL REDUCTION AMOUNT DUE SELLER 4 607.07 300. CASH AT SETTLEMENT FROM OR TO BORR OWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from borrower line 120 152 448.52 601. Gross amount due to seller line 420 149 804.77 302. Less amounts aid b/for borrower line 220 3048.97 602. Less reduction amount due seller line 520 4 607.07 303. CASH FROM BORROWER 149 399.55 603. CASH TO SELLER 145197.70 SUBSTRUTE FORM 1099 SELLER STATEMENT: The IMartnation contained herein is important tax infonnatbn and is being famished to the Irsemel Reverwe Service. k you are required to file a return, a neplgsnte penally tN OkMf eandior, will be impossd an you if this kern is required to Da reported and tl1e IRS determines that k hq not been reported. The Contract Sales Price daspibed on line 401 above eonedMes the Groea Proceeds d mla trertaaeson. SELLER INSTRUCTIONS: k this real etlab wu your inC~pal rpidence, file Fonn 2119, Sele or Exd,anpe d Principal Residence, for any gain, with your Income fez return; for other trensadiona, campkte the epplicebb parts d Form 4797, Forth 8252 and7or Schedule D (Form 11X0). You ere required by law to provide the settlement agent (Fed. Tax ID No: 1 with your coned taxpayer identificaton number. k you do not provide your Correa taxpayer identification number, you maybe subject to civil or criminal penekies imposed by law. Under pane es perjury, I eeMly that the numlxr shown on bis stetemarn is my correct taxpayer identification number. T1N: SELLER(S) SIGNATURE(S): SELLER(S) NEW MAILING ADDRESS: .iJ.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT CFTTI CNIFNT CTOTFMFNT aGV ul In_~ f~fRRt File Number: MT2004-20 FINAL PAGE 2 Titlt?FYnracc Sattlamant Svstam Printl?rl 0212R12(1f14 at 11'57 KLI L. SETTLEMENT CHARGES PAID FROM PAID FROM 700. TOTAL SALESBROKER'S COMMISSION based on rice $149 250.00 0.000 = BORROWER'S SELLER'S Division of commission line 700 as follows: FUNDS AT FUNDS AT 701. to SETTLEMENT SETTLEMENT 702. to 703. Commission aid at Settlement 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori (nation Fee °k 802. Loan Discount °k 803. A sisal Fee 804. Credit Re rt 805. Lender's Ins 'on Fee 806. Mort e A Iication Fee 807. Assum ion Fee 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From to Ida 902. Mort a Insurance Premium for to 903. Hazard Insurance Premium for to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance mo. Imo 1002. Mort a Insurance mo. Imo 1003. C' P Tax mo. Imo 1004. Coun Pr Tax mo. 28.14 Imo 1005. School Taxes mo. 135.00 Imo 1009. A ate Anal sis Ad'ustment 1100. TITLE CHARGES 1101. Settlement or closin fee 1102. Abstract or title search 1103. Title examination 1104. Title insurance binder 1105. Document ration 1106. Not Fees to Saidis ShufF Flower 8 Lindsa 4.00 4.00 1107. Attome 's fees to William Daniels Es . POC SELLER includes above items No: 1108. Title Insurance to ACCP Inc. 1 108.75 incudes above items No: 1109. Lender's Pdi 1110. Owner's Poli 149 250.00 -1 108.75 1111. 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordin Fees Deed 38.50 • Mort • Release 38.50 1202. C' /Coun taxlstam Deed 1492.50 • Mort a 1492.50 1203. State Taxlstam Deed 1492.50 • Mort a 1492.50 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Find WatedSewer 16087 to South Middleton Munici I Auth. 61.80 1302. Pestlns ion 1303. 1304. 1305. 1306. 1307. 1308. 1400. TOTAL SETTLEMENT CHARGES enter on lines 103 Section J and 502 Section K 2843.75 1 558.10 HUD CERTIFICATION OF BUYER AND SELLER I haw exdulNry revvie~wd the HUD-1 SeltlemeM Statement and to Iha Deal of myy IelOwledpe and belief, it is a true and accurate statement o} all recelpta eM dlaburaemems made on my eccnunt or by me in this tranaacf'axt. ItuMer tartly (het I haw reeeivgd a Dopy of the NUD-1 SelllemeM Statemem. gyp' a t~ WARNING: IT IS A CRWIE TO KNOWINGLY MAKE FALSE STATEMENTS TO THE TM HUD-1 Seal Statem which 1 haw preperetl Is a hue and exurate ecmwrt of this transaction. UNITED STATES ON THIS OR ANY SN+IILAR FORM. PENALTIES UPON CONVICTION I have eau will cause to W diatwnW in accoMance with thin atetemem. CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TRLE 18: U.S. CODE SECTION 1001 AND SECTION 1010. O ~,,/ G ` Bx REV~150B EX ~ (1&7( COMMONWE4LTH OF PENNSYLVANIA INHERITANCE TAX RETURN lrl, SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY Include the proceeds of litigation end the date the proceeds were received by the eshate. All property Jointly~owned with the right of eurvivonhip must be diecbsed on Sehaduk F. "~"" VALUE AT DATE NUMBER DESCRIPTION OF DEATH TOTAL (Also enter on line 5, Recapitulation) I S /~Z9 ~ ~/ (If more space is needed, insert additional sheets of the same size) REV-1510 E%+1757) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON•PROBATE PROPERTY ESTATE OF FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 throlgh 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCIUDETHENgMEOFTHETRRNSFEREE,THEIRRElATIONSHIPTODECEDENTRNOTHEDATEOFTRRNSEER ATTACH ACOPf OF THE DEED FOR REPI ESTATE. DATE OF DEATH VALUE OF ASSET °k OF DEGD'S INTEREST EXCLUSION ~P APPLICABLE TAXABLE VALUE 1, j,.,l L/ ~ ~ ps3o 3 G $-3 ~/~Gy~~2 •~ ~~ TOTAL (Also enter on line 7, Recapitulation) I S 2 i{s~ y~`d~ (If more space is needed, insert additional sheets of the same size) ' REV-1511 EX+ (10.06) SCNEpULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF /~~- ~~~~ ~ / FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM IUMBEI A. 1 B. 1 2. 3. FUNERAL EXPENSES: City State Zip Relationship of Claimant to Decedent ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees /~~i~ ~ ~j~~ j~.u~ Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address _ 4. Probate Fees 5. Accountant's Fees s• Tax Return Preparer's Fees 7 TOTAL (Also enter on line 9, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) Zip /~ d ~~ ~? REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT scNEOU~E ~ DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8L LIENS ESTATE OF - FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death. including unmlmhunnd m.a~~.i ...,...... [n mule spacz is neeaea, msen ann[[wnal sheets of the same size) REV-1513 EX+ (9-00) SCMEpl1LE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. ~-„ r ~~.~-t ~,,~~zs~~3 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 16, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (Ir more space is needed, insert additional sheets of the same size) IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: . ORPHANS' COURT DIVISION ESTATE OF MARIE E. WHITE, DECEASED NO. 21 03-0765 ORDER OF COURT AND NOW, this / Q ~ day of ~~~ 2011, upon consideration of a Praecipe to Discontinue the within action, the Motion is granted, the Rule is dismissed and the Citation is discharged upon payment of costs by the Estate. BY TH ~txd ge n ~ ~ ~ ~jJ- j Ss. ~:~. - n t -t- C'~ -t C ' r7 > z~ ~ ~ m ._ ,~ _ . '~ C7 C~ -v -, _7 ~_~ ~ i ~ ~ ~~ ~ ~ h) i_n ..e'dx" e c.J`t ~. ~`b ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: MARIE WHITE CUMBERLAND COUNTY PENNSYLVANIA NO. 03-0765 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: OS/11/11 JUDGE'S INITIALS: TIME STAMP DATE: IN RE: ORDER SERVICE TO: PA DEPT OF REVENUE WILLIAM DANIELS RALPH WHITE METHOD OF MAILING: ENVELOPES PROVIDED BY: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 05/12/11 SERVICE TO: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT Deputy Clerk of Orphans' Court ,.... ' ~ Register of Wills o~ Cumberland County _ ~~ . ' STATUS REPORT tNnER RULE 6 12 ' ~ -1 r-~ Name of Decedent: _ v(/~~~~~ ~~/~?~" ~~~ Date of Death: .y . ~.Y. Pursuant to Rule 6.12 ofithe Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: ~. ' ~ 1. State whether a stration of the estate is complete: Yes ^' No~ 2. ]f the answer is No, state when the personal representative rcason.ably believes that the administration will be.eomplete; _ //^ • S ~~j~ 3. If the answer to No: 1 is Yes, state the following: a. `Did the personal representative'filc afinal account with the Courtl .~ Ycs ^ No .^ . b. The separate Orphans' Court No. (if any) for the personal representative's accour}t is' ' ' c. Did the personal representative state an account informally to the parties in tnterest? Yes ^ No ^ . ~ ~ , c. Copies of receipts, releases, joinders and approval 'of formal or informal accounts may be filed with the~Clerk of the Orph urt and may be Q attached to this report. Dace: a '~~ ~i/ G~ . .. Signature `~" , r ~-`_' _-- .. ~_n.~ Name ~: _ HUMER b DAHIELS . , ... ~. ~~~ ~~ ` ~ 1 WEST HIGH ST. STE 20g •~~, -- - r_? -.._1 v Telephone No. Capacity: ^ Personal Representative ~-Counsel for personal representative Pa. O.C. Rule 6.12 S/TATU REPORT REGISTER OF WILLS OF~~~~/, L ~3~ COUNTY, PENNSYLVANIA Name of Decedent: /~J~ ~ , Date of Death: File Number: 2~~,w `-' ~ ~ G ~ Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the adiininistration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ^Yes ~No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ~7~ 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... ^Yes ^ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? .... . .......................... ^Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this repo . ,~~ Signnrure ojPerson Filing this Form ~ Capacity: []Personal Representative Counsel ' ;~ ~ v, ~ ~ ~ ~- Via. v _ ~ ~ ~ 1 7 ._, v ~ J ~:.i~~ ~~ ~ ~ ; ~ ~ ,~ ~~a ~ .~ Q ~ ~ - ~ ~ C.Y - ~ N .~~ c~ c^~+ Form RW-/0 rev. 10.13.06 Nnmq ojPerson Filing this Form HUMER & DANIEL$ ~~ S . CARUSLE~ PA 11013 ~ z y~ 3 ~~, Telephone a~ � � Pa. O.C. ule 6.1 � AT S P;EPCIRT REGISTER t�F WILLS fl CQLTNTY',PEI�TNS1'LVAI��IA �. ,,� � �a%�� i��°'— �`' Name of Decedent: . � �'��,r _"�� --�.,,_ I�ate of�7eati�: • File Number: � � Pursuant to Pa. O.C. Rul� b.12, I report the following with respect to completion of the administration of the above-captioned estate: � 1. State whether administration of the estate is camplete: . . . . . . . . . . . . . . . . . . . . ❑1'es �No 2. If the answer is Na, state when the persanal representative reason�bly believes that the administratzon will be camplete: C'� '� .'—` �� ���%`•�.� 3. If the answer to Na. 1 is YES, state the fallowing: � . a. Did the personal representative file a final account with the Court? . . . . . . : [�Yes �No b. The separate C�rphans' Court No. (if any) far the personal representative's account is: . c. Did the personal representative state an account informally t�the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Y'es ❑No d. Cop.ies of receipts,releases,joinders and approvals of formal or inf a accounts may be filed with the�lerk af the Orphans' Caurt and may be attached #his r art. �. -� �'!����;.��,. L)ate �= 6 . �s.�e�"'"�-`/ ��• �;y� -,-� �--+ .a�:, ��°�; ' Sl,�nnlure ojPe��,=n Filing this Farm �..� ' � �-" a_,. ��� :.; :t,... `.� -� �>� e_.� �„� �-��. .;� ,,_�. + ,�, Capacity: ❑Persa�al Representative �'Counsel � , � tY� � . �.� _. __._ • i_�r �..,�..� z ..� �- � . r-� ._.s �; � $;:� t,�-; � °..� == � IVame of Person Filing this Farm �A -� -, . a"""�^ t�; _-�j S_`;:+ � � �.3.� � �. �.��.. �.�. ,`�".-'4 � A�ldress , Tetephone , � �i � - ""'�-- V � � � � � .�� Form RWl0 rev. l0.13.06 Cumberland County - Register Of Wills One Courthouse Square n� r � r Carlisle, PA 17013 RFC OE ; OFFLEOF Phone : (717) 240-6345 IRE S EIR „^ 6,QtS AUG -4 AN 8: 14 ORPH'AN'S COURT CUMBERLAND CO., °A Date : 8/01/2014 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE : Estate of WHITE MARIE E File Number: 2003-00765 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6 . 12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS ' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent ' s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/27/2014 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice . Sincerely, O Lisa M. Grayson, Clerk of the Orphans ' Court Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF COUNTY, PENNSYLVANIA Name of Decedent: Date of Death: D Z 7 — 2-003 File Number: 20003— 0 O 7(0 1- Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . El Yes �No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ti 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . . . Oyes O No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . OYes ONO d. Copies of receipts, releases,joinders and approvals of formal or inf al accounts may be filed with the Clerk of the Orphans' Court aud/nay b e attached this report. Date 1 Signature of Person Filings orm Capacity: OPersonal Representative 9Counsel ty- C'7 .5c Name of 71erson Filing this Form Address J =- -'° 1 WEST HIGH ST.STE.205 rn t, �U / Telephone C-) �s U Form 2W--10 rev. 10.13.06 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 Date : 8/03/2015 c rn DANIELS WILLIAM S ONE W HIGH STREET STE 205 M _ 9 ( rj M CARLISLE, PA 17013 r r� r.y ra Q RE: Estate of WHITE MARIE E File Number: 2003-00765 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6 . 12 is due on the below listed date . As per the AMENDMENTS TO SUPREME COURT ORPHANS ' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992 , the personal representative or his counsel, within two (2) years of the decedent ' s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/27/2015 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice . Sincerely, 6 L M. Grayson, sq. Clerk of the Orph ' Court s a Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY,PENNSYLVANIA Name of Decedent: Marie E. White Date of Death: 27 August 2003 File Number: 2003-00765 Pursuant to Pa.O.C.Rule 6.12,I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . []Yes Zio 2. If the answer is No,state when the personal representative reasonably believes that theadministrationadministration will be complete: 3. If the answer to No. l is YES,state the following: a. Did the personal representative file a final account with the Court? . . . . . . . Des []Vo 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? . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . aes DTo d. Copies of receipts,releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be atta ed to this report. leJv— Date.,, 05 August 2015 Signature of Person Filing this Form Capacity: Dersonai Representative [7�ouwel William S. Daniels, Esquire Name of Person Filing this Form One West High Street, Suite 205 O U) O Address - Carlisle, PA 17013 C EC, �a (717) 243-3831 C Telephone w W ,pp -�-i G CL U-j RW-10 F142A0 rev. 0.13.06 O