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03-0802
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of (~4~,3 [aJ~O~ ~'~,¥r'SO,O also known as ~O,/t~ No. To: Register of Wills for the Deceased. County of ~/~gt~oia.~d in the Social Security No. / g~C~ ~-Z q~lO Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl ~' ~ for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. ecendent was domiciled at death ~n i.~.,,q(~ar~,l County, Pennsylvania. with h,'~ last family or principal residence at fl'~/~ '-~G'~ ~.~- / ~r~t: /'ed ,/v/~ch0'~'~'~,, ~' ~4' I'~03-0 . (list street, number and municipality) Decengl,e, nt, then 6 ~ years of age, died Oeta%~ 3, ~F--)O3 , ,1~ Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not dOmiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: Petitioner after a proper search ha the following spouse (if any) and heirs: · , Name ascertained that decedent left no will and was survived by Relationship Residence o/v,.~,,;c ~/;' ~'~.~ s,'/~/e, ~, ~. THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the a. ppropriate form to the undersigned. ~ ~~ ~ N ~ ~ ON W N I°W° N ~' a II C` N ~11 ~ K l` ~ LL M Q~~ Sm3iMn o o ~ M Q O ~ M W ~; ~ ~U~ ~ d W ~ ~ ~ O ~~> M /J/~ P V/ M_ O m Q i'~ N ~ ~ O r "fl ® rR O M iR e'er. t+ C M Y d ~^ M e ~° ~ ~ ~ ~ o d u m§1 ~° va p a `~ u ~ ~ ~ o _y A . O d ~ ~ O V f+ O Y ~ lR GF d m ~- q N ~ ~ 8 rc~~ OI WC1Q 0~ OQ3 *~ WNO O fA QI~ ~ N FJO aaw m ~~J ~ y 7 W (0 lM !->Q A wHZ m ~w~ m ~ . 0 ~ ~ ~ p 2 ~ U ~ OI Z ,~,~'yt, t~'. to iY~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA courtlY or The petitioner(s) above-named swear(s) or affirm(s)that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this /-0'CY~ day of No. Estate of ~J32 ~.~ ~ , Deceased GRANT OF LETTERS OF ADMINISTRATION A AND NOW O~ ~ , ~.~00 '~ ~ , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED thatTHOMAS E GARRISON, MICHAEL G GARRISON, AND DEBRA J GARRISON is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to THOMAS E GARRISON, MICHAEL G GARRISON AND DEBRA J GARRISON in the estate of GLENN EDWARD GARRISON FEES Letters of Administration ..... $/40, (20 Short Certificates( ) .......... $ Renunciation ................ $. ,0¢? $ /o. oo TOTAL ~ $/a~. 0 Filed ), .0. ~..6v..T..0..-,~ ...... A.D. - 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 t~ the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photoflraRt~.' Fee for this certificate, $2.00 P 9702823 No. ~cal Re~ Date (Fii'st IVl~e. Last) AGE (Last Ba'th~ay) COUNTY OF DEATH DECEDENTS USUAL OCCUPATION ..4.2/5 5im?~od 6"c~y "~. COMMONWEALTH OF PENNSYLVANIA ° DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH DATE OF BIRTH BIRTHP~CE Oly ~d IPLAC~ OF DEATH (Check ~lv one * Iq~ KIND OF DO,NESS I INDUSTRY EDENTS EDUCTION [ ~IT~ STATUS - Ma~. I SURVfVING SPOUSE ~a~,~o f ,.,~ NOD '~'" ~ ' FATHER'S NAME (First. Middle. List) · [ MOTHER'S NAME (First. Middk~. Maiden Surname) IINFORMANTSMAILINGADDRESS.(Stree'.~ly. 5:~ ' ~. -- -- ,- Ta/A ,~'~'"~ INFORMANTS NAME (Typ~Prm_q . I DATE O~ D,S"OS'T(O" /P"'CE OF O,SPOS,T'ON- Na,..o'C ....... .. C .... ~.ILOCA.,O.-O,¥..., S.., ~. 211. ' ~ IIOENSE NUMBER NAME AND ADDRESS OF FACILITY'3 ~OI i~d~.~'~.Ig-~T ~."J~'. H ' DATE PRONO' '~CED DEAD (MO~th Day Year) I WAS CASE REFERRED TO A MEDICAL EXAMINER/CORONER.~? rom~Jne~s death. · i '~ _'~ 2~. L--J r~=o~,Em ICO*'t*~'°" C.=CAUSE I ~ [] ~ [] ¥.. [] No [] Y#E] NOIr1 yeSE] NO[] ~ [] Could n~ be delermined Ul RLACE OF iNJURY. At home. farm. street, lec~m.y, office LOCATION {Street. City/Tovm. Stale) ;IGNATURE AND TIT E OF ," NAME ~ ADDRE~ O;c PERSON WHO COMPL~;~I~D CAUSIJ O~ DATE FILED (Month. Day. Year) Date of Death: ///- ~-[2 ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Will No. Admin. No. ~]- ~)3'- <~-OoD- 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 : Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: ~S//ii~t urine' Name Address Telephone ( Capacity: (f' Personal Representative _ Counsel for personal representative Register of Wills of Cumberland County, Pennsylvania Name of Decedent: Date of Death: 10/3/03 Will No. To the Register: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Glenn Ed~vard Garrison Adm. No. 2003-00802 I certify that notice of 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 12/1/03 : Name Address Michael G. Garrison 590 Matamoras Road Halifax Thomas E. Garrison 13685 Olympic View Road Silverdal~ Debra J. Garrison 429 Country Court Mt. Lateral PA WA NJ 17932 9~954 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: 12/1/03 (gSilnature) Name: Beniamin J. Butler Address: 500 N. Third Street. P.O. Box 1QQ4 Harrisburg PA Telephone (717) 2361485 I7198~1004 Capacity: X Personal Representative Counsel for Personal Representative August 19, 2004 Butler Law Firm PO BOX 1004 Harrisburg, PA 17108 Dear Sir/Madam: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone (717) 787-3930 FAX (717) 772-0412 Re: Estate of Gle.:nn Edward Garrison File Number: 2103-08~ i:::i:: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 01/03/05. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. Sincerely.,-----'- 't .-- "' ~--; ,,C..~'-~.-z- ' i / ." \ C aud~a Maffeh Supe~i~or Document Processing Unit Inheritance Tax Division sL 500 North Third Street Twelfth Hoor Harrisburg, PA 17101 Mailing Address: Post Office Box 1004 Harrisburg, PA 17108.1004 Tel: 717.236.1485 Fax: 717.236.7777 law3,ers@butlerlawfirm.com Ronald D. Butler Ja,m Butk, r Toole Benjamin ]. Butler September 13, 2004 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Glenn Edward Garrison File No. 2003-00802 Dear Sir or Madam: I have enclosed a check in the amount of $4,500.00 for Pennsylvania Inheritance Tax on the above referenced estate. Your attention to this matter is appreciated. Very y/g~y yours, Benjamin i/~- BJB/mot Enclosure COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OF~NDIVlDUAL TAXES DEPT280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 004380 GARRISON THOMAS E 13685 OLYMPIC VIEW RD SILVERDALE, WA 98383 ........ ford ESTATE INFORMATION: SSN: 184-28-2446 FILE NUMBER: 2103- 0802 DECEDENT NAME: GARRISON GLENN EDWARD DATE OF PAYMENT: 09/14/2004 POSTMARK DATE: 09/14/2004 COUNTY: CUMBERLAND DATE OF DEATH: 10/03/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $4,500.00 TOTAL AMOUNT PAID: $4,500.00 REMARKS: SEAL CHECK# 1003 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Po~t Office Bm tO0~ Harrisburg, PA t7108.1004 Register of wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ..... .~ ~ .~2~ ~2 h,dlh,,llh,,-,Ihdh'lh"lh't'h'lhl'h'l'i'hh'l REV- 15OO EX * I-- Z LLI ILl I,lJ Z Z COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL Oarrison~ Glenn~ Edward DATE OF DEATH (MM-DD-Year) 10/03/2003 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DATE OF BIRTH (MM-DD-Year) 03/01/1938 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) FILE NUMBER 2 1 -0 3 COUNTY CODE YEAR 0 8 0 2 NUMBER SOCIAL SECURITY NUMBER 1 8 4 -2 8 -2 4 4 6 THIS RETURN MUST BE FILED IN DUPLJCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER r~l. Odginal Return r-j4. Limited Estate -']6. Decedent Died Testate (Attach copyofWill) '--]9. Litigation Proceeds Received [~12. Supplemental Return r'~ 4a. Future Interest Cornpromise (date ofdeath after 12-12-82) r'-'] 7. Decedent Maintained a Living Trust (Attach copy of Trust) r--] 10. spousal Poverty Credit (date of dea{h Pe~een 12-31-91 and 1-1-95) [~]3. Remainder Retum (date of death prior to 12-13-82) []5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes '--111. Election to tax under Sec. 9113(A) (Attach Sch O) THIS: SECTION:MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX ;INFORMATION SHOULD BE' DIRECTED TO: NAME Benjamin J. Butler FIRM NAME (If Applicable) Butler Law Firm TELEPHONENUMBER 717.236.1485 COMPLETE MAILING ADDRESS 500 N. Third Street P.O. Box 1004 Harrisburg PA 17108-1004 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 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 & Administrath/e Costs (Schedule H) (9) 10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an ele~on to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 118~125.0~ OFFICIAL USE ONLY (8) 14~195.04 69~893.09 (11) 122~586.38 84~088.13 (12) (13) 38~498.25 (14) 38~498.25 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) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0.00 X __ (15) 387498.25 X .045 (16) 0.00 X .12 (17) 0.00 X .15 (18) (19) 0.00 17732.42 0.00 0.00 1~732.42 > ~ ::BE SURE TO ANSWER AEL QUES~ONS:ONi:RE~ERSE SIDE AND RECHECK MATH Decedent's Complete Address: STREETADDRESS 5215 Simpson Ferry Road CITY Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount STATE PA [ ZIP 17050 1,732.42 4~500.00 0.00 (1) $4,500.00 2~767.58 0.00 Total Credits ( A ¥ B + C ) (2) 3. InterestJPenalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 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. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 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; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................... [] [] 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. ~ry, I ~ that I havp ex~ .o,.t~ .tt~n the pe.~l represen~tive is !RSQN RESJ~S. IB~LE FOR FILIF 103'3 ~lS?'~ Circle NW Silv~rdale~' PRE~A~T~E 5'00 N. Thkd StraW, ?.0. Box 1004 Under penalties of perjur~, Declaration of preparer ; examined this return, incluOing accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete, based on all information of which preparer has any knowledge. SIGNATURE OF PERSQN RES ADDRESS SIGNATURE OF PREPAREF ~ ~IB~E FOR FILING RETURN DATE, WA 98383 ADDRESS DATE 1-2- ~ g-'" Harrisburg PA 17108-1004 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. §9116 (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) (I .1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 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 decedenrs 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. REV-1502 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Garrison, Glenn, Edward 21 05 0802 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the pdce 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 ri~iht of survivorship must be disclosed on Schedule.F. ITEM NUMBER DESCRIPTION TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Garrison, Glenn, Edward 21 03 0802 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. TOTAL (Also enter on line 2, Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) REV-1504 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER Garrison, Glenn, Edward 21 03 0802 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See insffuctions for the supporting information to be submitted for sole-proprietorships. ITEM VALUEAT DATE NUMBER DESCRIPTION OF DEATH ]' 118,125.00 40.00 shares Interpack Systems, Inc. - Redeemed by Corporation Pursuant to' Buy-Sell Agreement contained in Section 6.06(c) of Corporate Bylaws (See Attached) TOTAL (Also enter on line 3, Recapitulation) $ 118~ 125.00 (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 BEPOSlTS, & MISC, PERSONAL PROPERTY ESTATE OF FILE NUMBER Garrison1 Glenn, Edward 21 03 0802 include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. $1,441.70 Wachovia Bank - Checking Account No. 1014146998139 with accrued interest of $0.00 Final paychecks Cash TOTAL (Also enter on line 5, Recapitulation) $ $3,000.00 $19.68 47461.38 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Garrison, Glenn, Edward 21 03 0802 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. B C JOINTLY-OWNED PROPERTY: LETrER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERES TOTAL (Also enter on line 6, Recapitulation) $ (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 Garrison, Glenn, Edward 21 03 0802 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, res, DESCRIPTION OF PROPERTY ITEM ~CLUD~ THE NAME OF THE TRANSFEREE. THEIR RELA1]ONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE N UMBER ~'HE DATE OF TRANSFER. ATr,~ H A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (~F ~o~C,,~LEI VALUE TOTAL (Also enter on line 7 Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Garrison1 Glenn, Edward FILE NUMBER 21 03 Debts of decedent must be reported on Schedule L O8O2 ITEM NUMBER 8. 9. 10. 11. 12. 13. 14. 15. 16. DESCRIPTION FUNERAL EXPENSES: Neill Funeral Home, Inc. Grandview Cemetery ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal RepresentatJve (s) Social Secudty Number{s)/EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees Butler Law Firm Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address city State Relationship of Claimant to Decedent Zip Probate Fees Accountant's Fees Tax Return Preparers Fees Cumberland Law Journal - Estate Advertising The Sentinel - Estate Advertising Interpack Systems, Inc. - Replacement W-2 Forms Cumberland County Register of Wills - Additional Short Certificate Photocopies Present Owner Search Wachovia Bank - Account Maintenance Fee Overnight Mail Cumberland County Register of Wills - PA Inheritance Tax Return and Inventory Filing Fee Cumberland County Register of Wills - Account Filing Fee TOTAL (Also enter on line 9, Recapitulation) $ AMOUNT $6,045.32 $1,395.00 $5,903.46 235.00 $75.00 $129.96 $30.00 $3.00 $0.30 $30.00 63.00 60.00 25.00 200.00 14~195.04 (If more space is needed, insert addilJonal sheets of the same size) REV-1.512 E,-X ',- (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Garrison, Glenn, Edward 21 03 0802 Include unreimbursed medical expenses. ITEM NUMBER 10. 11. 12. 13. 14. 15. DESCRIPTION 1999 Federal Income Tax (paid after date of death) 2000 Federal Income Tax (paid after date of death) 2001 Federal Income Tax (paid after date of death) 2002 Federal Income Tax (paid after date of death) 2003 Federal Income Tax (paid after date of death) IRS penalties and interest (Estimate) Greenwood Tmst Company (Discover Card) - Judgment 1999-2889 Sherman Acquisition II LP c/o Allied Interstate Charles R. Irmers, M.D. c/o Commercial Acceptance Company Outlook Pointe At Dillsburg Dillsburg Ambulance c/o ProMed Services, Inc. Davis Pulmonary Associates c/o Penn Credit Corporation Physicians of Rehabilitation, Industrial & Spine Medicine, P.C. c/o Credit Plus Collection Services East Pennsboro Ambulance Service, Inc. Holy Spirit Hospital TOTAL (Also enter on line 10, Recapitulation) VALUE AT DATE OF DEATH $4,742.00 $4,785.00 $4,181.00 $4,219.00 $1,216.00 11,500.00 $6,456.85 $1,168.41 $62.56 $1,169.56 $56.56 $14.98 $53.73 $34.00 $233.44 69~893.09 (Ifmomspaceisneeded, inse~add~onalshee~ofthesamesize) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Garrison, Glenn, Edward 21 Decedent's Name Page 1 03 0802 FiJe Number Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 16. Nancy J. Garrison c/o James S[nith Dietterick & Connelly, LLP (Disputed) 30,000.00 SUBTOTAL SCHEDULEI GRAND TOTAL SCHEDULE I 30,000.00 $ 69,893.09 REV-1513 EX + (9-nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Garrison Glenn, Edward NUMBER I. II. NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outdght spousal distribu~ons, and transfers under Sec. 9116 (a)(1.2)] Thomas E. Garrison 10393 Ashley Circle NW Silverdale, WA 98383 Michael G. Garrison 590 Matamoras Road Halifax, PA 17032 Debra J. Garrison 429 Country Court Mt. Laurel, NJ 08054 FILE NUMBER 21 03 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lineal Lineal Lineal 0802 AMOUNT OR SHARE OFESTATE 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 $ (If more space is needed, insert additional sheets of the same size) 12,832.75 12,832.75 12,832.75 Register of Wills of Cumberland County, PA INVENTORY Estate of Glenn Edward Garrison also known as Deceased No. 21 03 0802 Date of Death 10/3/03 Social Security No. 184-28-2446 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Benjamin J. Butler I.D. No.: 81948 PA 17108-1004 Address: 500 N. Third Street~ P.O. Box 1004 Harrisburg Telephone: 717.236.1485 Description Closely-Held Corporation, Partnership or Sole-Proprietorship 40.00 shares Interpack Systems, Inc. - Redeemed by Corporation Pursuant to Buy-Sell Agreement contained in Section 6.06 of Corporate By Laws (See Attach~ Cash, Bank Deposits, & Misc. Personal Property Wachovia Bank - Checking Account No. 1014146998139 with accrued interest of $0.00 Final paychecks Cash Pe r~so~epr~l~ntative: Thor~as E. Garrison (Attach Additional Sheets if necessary) Dated d) 1,441.70 3,000.00 19.68 Total 122,586.38 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 BUREAU OF INDIVIDUAl:." (t~xl!s .. INHERITANCE TAX DIVISIlIIf .. .. . PO BOX Z80601 HARRISBURG PA 171Z8-0601' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX '* REV-1547 EX AFP (03-05) ;? i'- DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-28-2005 GARRISON 10-03-2003 21 03-0802 CUMBERLAND 101 GLENN E orr" .. ..... BENJAMItt JBUTLER BUTLER lAW FIRM PO BOX 1004 HBG PA 17108 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ 1l!V!--nr4"Yf.""'.m'!'U!'.Wtm.W.U4lfl!AWIM!'t.m.lWttlTftMMf~.'rI:t!MIM!!'.r.W'.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GARRISON GLENN E FILE NO. 21 03-0802 ACN 101 DATE 03-28-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal ProPerty (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (S) (6) (7) .00 .00 118.125.00 .00 4.461.38 .00 .00 (8) NOTE: To insure proper credit to your account. sub_it the upper portion of this forll with your tax pay.ent. 122.586.38 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 14.195.04 69.893.09 (11) (12) (13) (14) 84 . 088 13 38.498.25 .00 38.498.25 I~ an assessment was issued previoUSly, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (lS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: .00 38.498.25 .00 .00 X 00 = X 045 = X 12 = X 15 = (19)= .00 1. 732.42 .00 .00 1.732.42 TAX CREDITS: ~, .-.. .u._..... l+} AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-14-2004 CD004380 13.91- 4.500.00 TOTAL TAX CREDIT 4.486.09 BALANCE OF TAX DUE 2.753.67CR INTEREST AND PEN. .00 TOTAL DUE 2.753.67CR . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ as i"lrr'\/'f!nrn 0,,-.!,,r r:r BUREAU OF INDIVI&'TAlItiL lj,j- Gt .x I.-ERITAHCE TAX DIVJSIIIICf"!('T'.'.J f (\ PO lOX 280611 nt:..:() ! i.: , !:_ ,.) HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REY-I607 EX AFP (03-05] 2005 MAY 20 PM 12: 38 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-02-2005 GARRISON 10-03-2003 21 03-0802 CUMBERLAND 101 _t _I.UlId GLENN E CLERK OF ORPH.A,N'S COURT BENJAM:UlJIdPiUlriJEi Co.. PA BUTLER LAW FIRM PD BOX 1004 HBG PA 17108 I 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 fo~ with your tax pa~t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... ................................................................................................................ REV-1607 EX AFP (03-05) ... INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF GARRISON GLENN E FILE NO. 21 03-0802 ACN 101 DATE 05-02-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE MANED ESTATE. SHDNN BELOW IS A _IV OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYIIENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIflURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-21-2005 PRINCIPAL TAX DUE: 1,732.42 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-14-2004 CD004380 "- 13.91- ...... 4,500.00 04-11-2005 REFUND .00 2,753.67- TOTAL TAX CREDIT L,732.42 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE I .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN Sl, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU KlY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I os'+-- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 GARRISON THOMAS E 13685 OLYMPIC VIEW RD SILVERDALE, WA 98383 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 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 I NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 11 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ;If'; r"" , - ~ (~~&i-UJ.~ ' GLENDA FARNER STRA~UGH REGISTER OF WILLS cc: File Counsel Judge \-~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Glenn Edward Garrison Date of Death: 10/3/03 Will No. Admin. No. 2003-00802 Pursuant to Rule 6. 12 of the Supreme Court Orphans I Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1 . State whether administration of the estate IS complete: Yes No X 2 . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: /2. - 31- 2 Oo..s- 3 . If the answer to No. 1 is Yes, state the following: a.. account with the Court? Did the personal representative file a final 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 I Court and may be attached to this repor . Date: 9/27/05 lr) ('oJ Beniamin J. Butler Name (Please type or print) 500 N. Third Street, P.O. Box 1004 Harrisburg P A 17108-1004 Address :, ! ~~, . :- 0. { 717 ) 2361485 Tel. No. C. (.-; C "':".~ 1"7-' ,-,. ':.-.' (-~'J Capacity: Personal Representative c L (,/J X Counsel for personal representative t'-:::'l c'--. c,:,:) "" '- LC,- r J., r-' .J ;:P , ['> o :; o ',,) ~ ~ -E;e ;;; g () I' .=J 1-X EJ'.' ~ ~ ~~ :~;~~~~ o~ E g~2 "'n 0 ~ e:: :::i ~ -9 ,0 u ~'~ ~ ~ ~ ~ ~ v '0 <:; ti t; '" ~ -G ~tfl .--- 0 , - ~' ~~ >6 ~ c:(..- o P::;r'/ co 8:r'/ J:LIJ:LIco HO'I ~~ ~U~ OH3: // E-t ~ r :>-to H ZH~ I 000 (f) P::; H U1 J:LI I p::;co:> \ P::;~H ~r'/H CJ r~ (f) " III o "- 0" ru "- 0" 00 Z oolUJ oolu) :to :t (( 01- 0" UJ I'- ru 0 oolZ 0" Z 1-1 UJ ool(( 3111 u) ru Z(J 0" 111 0 ruo. (((J I- 111;< u)H 0" (JUJc(O Z 111 I: c( (( (JUJO>-3 ::J O"I:IUJ I- HI-Jill UJ I--IJ (( ;C; Zu)c( 1ll00c(0 (J((u) (( ,oc(HII1UJ ((3((0"> ((((((ITl.J c(Oc(OH ClILCloolu) I \ r~ .,.of (J ("! l~ t' .~ .-(' ':t" ~~ ~S '-it ,-. (, t,-, 0' Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 GARRISON THOMAS E 10393 ASHLEY CIR NW SILVERDALE, WA 98383 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 GARRISON MICHAEL G 590 MATAMORAS RD HALIFAX, PA 17032 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this "notice. Sincerely, ~~~ Glenda Farner Strasbaugn Clerk of the Orphans' Court cc: File Counsel ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 GARRISON DEBRA J 429 COUNTRY COURT MT LAUREL, NJ 08054 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ O~-() 8'0.~.. ~ Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court County of Cumberland One Courthouse Square Carlisle, P A 17013 .~.-. 1-..-. :":..;:...;.::. i", lii",III", 'I ,Ji'1 ii", Ii" ,ii," i,/" ii,i, I.,i, I.," iI/I · Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. · Print your name and address on the reverse so that we can return the card to you. · Attach this card to the back of the mail piece, or on the front if space permits. 1. Article AddreSSed to: ZODS riDV GARRI SON THOlvtZ\S E 10393 ASHLEY eIR NW SILVERDALE WA 98383 3. ~ice Type . Certified Mail Registered D Insured Mail D Express Mail D Return Receipt for Merchandise DC.a.D. 2. Article Number (Transfer from service labelj PS Form 3811, February 2004 4. Restricted Delivery? (Extra Fee) 7005 0390 0003 2639 0513 Domestic Return Receipt 102595-D2-M-1540 In Re: Estate of GARRISON GLENN EDW ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00802 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: GARRISON THOMAS E Counsel for Personal Representative: Date of Decedent's Death: 10/3/2003 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 11/1/2006 ~~~ Glenda Farner Strasbaugh Cler'. - Distribution: Personal Representative Counsel for Personal Representative Estate File m M U') Cl 0- m ..D ru - ~ U.S. Postal Service"" CERTIFIED MAIL" RECEIPT (Domestic Mail Only; No Insurance Coverage ProvIded) . .. . . . . . . . . r OFFICIAL USE 1 Post8ge . Certllled Fee Postrn8rk Retum ReceIpt Fee Here (Enclor88nl8nt R~ulred) Restricted DeIlvery Fee (Endorsement Required) Total postage & Fees $ m Cl Cl Cl Cl 0- m Cl U') Cl ~ Cl I"- o 11 rn ~ ~ MW-- ----------- vv ____.__"/__________________ ~"APi - --..--..-..---------..-.. Il '6 or"aSox':"; /03<73. &6 ~.--f~-------- Ciiji,-Si8ii"ZiP+4S;- ifi-;'---/i'fi---w.-- - ~ . . Revprsl' tor IrlstrUt;tlull~ In Re: Estate of GARRISON GLENN EDW ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00802 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: GARRISON MICHAEL G Counsel for Personal Representative: Date of Decedent's Death: 10/3/2003 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 11/1/2006 ~~~ Distribution: Personal Representative Counsel for Personal Representative Estate File Glenda Cler} c nJ LI') C ...- t... ~ U.S. Postal SerVlce" CERTIFIED MAIL RECEIPT (Domestic Mail Only; No Insurance Coverage PrOVIded) . .. 0- m ...D nJ . . OFFICIAL USE 63-O80~ /oc\a:!l!C( II (:4~ Postage $ . . m c C] C Retum Receipt Fee (Endorsement Required) C RestrIcIed Delivery Fee 0- (Endorsement Required) m C] Total Postage & Fees CerUftecl Fee LI') C] C] ["- ~ NOV 0 S 2006 IN RE: ESTATE OF GARRISON GLENN EDW ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00802 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: GARRISON THOMAS E Counsel for Personal Representatiye: Date of Decedent's Death: 10/3/2003 Date of Delinquency Notice: The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 11/2/2006 ~~~ Glenda Farner Strasbaugh " ' Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Januarv 22. 2007 (tV, HAM @ in Courtroom NO.2. If the Status Report is filed prior t e hearin ~' 'ng w. ill automatically be cancelled. \::tAl V" \ 0.1 \P"~ Edgar B. Bayley, 1. ~ qf rn CJ CJ Retum R8!:eiPt Fee CJ (Endol'sement Required) CJ Restricted DeIlYery Fee IT' (EndorMment ReqUIred) m CJ Total Postage & Fees OFFICIAL USE l.c. l'd r'al.(\nq 1I \ILo \ D\...@ () Poslri1arlc Here Postage $ CertIIIed Fee LI1 CJ CJ ["- 03-O[!)~ NOV 0 S 2006 IN RE: ESTATE OF GARRISON GLENN EDW ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00802 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: GARRISON MICHAEL G Counsel for Personal Representative: Date of Decedent's Death: 10/3/2003 Date of Delinquency Notice: The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 11/2/2006 ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Januarv 22. 2007 (Q) HAM ~ in Courtroom NO.2. If the Status Report is filed prior t e hearin ~'ng will automatically be cancelled. ~ ..,.\ CA1 d ' E gar B. Bayley, J. ~ OFFICIAL USE l.o. \d. \-ros~ \\ \ \ lo '~lri Postmark Here PoslBge $ Certified Fee Retum RegeIpt Fee (Endorsement Required) CJ Restricted DeIIvety Fee [T' (Endorsement Required) rn CJ Total postage & Fees LO CJ CJ f'- b3-DBOd. SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: GARRISON rvlICdAEL r.; ~1 0 MAT'AlI,1CP,-l>. S RD HALIFAX Pi:.. "'lHf108 S,N\ G ~O~3 D. Is delivery address different from item 1? If YES, enter delivery address below: '\; Wn" .....,)f1 v lclUO 17034 S:2 Wd 02 2. Article Number (Transfer from service label) PS Form 3811, August 2001 o Agent o Addressee C. D te of h ~"nq J0. ~.rJi o Express Mail o Return Receipt for Merchandise o C.O.D. estr:icted Delivery? 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(il ~ 0 ill a. ::I 3 b au Cil - 111 if . c: Cil en a- ~ !=' 3 !: en ru "- c:r 3 0 :lJ~ CD .. ~. !!!: 0" CD :; 3 ~ ~ 9 Q' .., 0 0 II> 0 ~ DO !ll- DO U1 CD <0 CD g:~ Sl. 6:.6' U1 ~ a 6 II> en :::r 0 a. CD ~ D> !1!. (il a ::I a. <" en en ~ oi" CD CD 0 CD -< CD SENDER: COMPLETE THIS SECTION . I Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: GARRlSON THOMAS E 10395 ASHLEY eIR NW SILVE1{DALE WA 98383 .;' ,', ,;"" ',. ~., COMPLETE THIS SECTION ON DELIVERY x B. .e; ~gent b Addressee C. Date of Delivery l 'l-Q-O ~ D. Is delivery address different from item 1? DYes If YES, enter delivery address below: D No 3. Eice Type rtified Mail . Registered D Insured Mail D Express Mail o Return Receipt for Merchandise DC.O.D. 7005 0390 0003 2639 0698 4. Restricted Delivery? (Extra Fee) 2. ArtIcle Number (TtansfJtr~ ~~ PS F~3811, Aug~~~1 I I. . ,. ,. . , I' t ~. i i.' Return Receipt 1i Ii' DYes 1 02595-Q2-M-J i40 V"""" · Sender: Please print your name, address, and ZIP+ . No. 0 3 - ~B~~ .. Vi:Jl~~6~,st.~iJ Glenda Famer Strasbaugh :10 >IH3l8 Register of Wills and Clerk of Orphans' Court County of Cumberland 60:' ~ld L2 ^ON 900Z One Courthouse Square Carlisle, PA 17013 JJ ...JJ1...J C.Of,)'2. '1I111l1111 II 11111I1l 11111111\ 11!1l1111,1'11l,1,11111Iullll1t j Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/30/2006 GARRISON THOMAS E 10393 ASHLEY CIR NW SILVERDALE, WA 98383 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 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 I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2006 please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. Sincerely, $~U~J~~ (/ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/30/2006 GARRISON MICHAEL G 590 MATAMORAS RD HALIFAX, PA 17032 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2006 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, ~~Jj~~ / ,/ ,/ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/30/2006 GARRISON DEBRA J 429 COUNTRY COURT MT LAUREL, NJ 08054 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2006 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, 1~~4AJ~~ ; Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Marjorie A. Wevodau First Deputy One Courthouse Square Carlisle, Pa. 17013 Glenda Farner Strasbaugh Register of Wills & Clerk of the Orphans' Court (717) 240-6345 FAX (717) 240-7797 Kirk S. Sohonage, Esquire Solicitor OFFICES OF 3Register of Wills anb (!Clerk of tbe <!&rpbans' (!Court <!Count!' of <!CumherIanb 1/25/2007 GARRISON THOMAS E IN RE: GARRISON GLENN EDW 2003-00802 Dear Sir/Madam It has come to my attention as solicitor for the .office of the Register of Wills and Clerk of the Orphans' Court in and for Cumberland County, Pennsylvania, that the above estate has failed to file a report of the status of administration as required by Pennsylvania Orphans' Court Rule 6.12. . Subsection (f) of Rule 6.12 requires that the Register of Wills notify the Comi in the event the personal representative or counsel fails to file this notice after (10) days written notice thereof. You have already received written notice of this delinquency by the Register. U.s. Postal ServiceTM CERTIFIED MAILM RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) Kindly accept this letter as written notification that unless the required 6.12 Status Report is filed with the Register of Wills Office within ten (10) days of your receipt of this conespondence, I will be compelled to file a Motion for Sanctions for Failure to Comply with Orphans' Court Rule 6.12. Ifrequired to do so, I will request that the Court grant counsel fees and court costs to be assessed against the offending party. f'- CJ ~ ] Postage $ Certified Fee ru CJ Return Receipt Fee CJ (Endorsement ReqUired) CJ Restricted Delivery Fee CJ (Endorsement Required) ..D f'- ru () 3 -- 0 '8).)... Sincerely, ~o~a~na~J Solicitor M f'- M Lfl Postmark t IH~e i d"\ 0 I kb-<'.s. L+r. Total Posta( d' GARRISON THOMAS E 10393 ASHLEY eIR NW SILVERDALE WA 98383 -~ .~ ..D I Sent To ~SfreeCAPCfJi f'- I ~~~?_~~~_~~ t City, State, Z/i SENDER: CaMPi C:'''-;:; THIS SECTION . . . . . . Complete items 1 ;'2;'and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpiece, or on the front if space permits. 1, Article Addressed to: o Agent o Addressee C. Date of Delivery GARRISON THOMA.S E W l0393 ASHLEY eIR N SiLVERDALE WA 98383 D. Is delive.y~ d~m item 17 r;l Yes If YES, entElr~liy!IY add(e$ below: 1:1 No ;.:-~,,: ~'~ C:J , " ; ;~ ~I~ en CJ -0 3.\~T~:n N. ' E~lfaW 0 Exp~Mall ..' o Reglsterei:l 0 RetUfARecelpt for Merchandise o Insured Mall 0 C.OJr. 4. Restricted Delivery? (Extra Fee) 2. Article Number (Transfer from service label) : PS Form 3811, February 2004 1 7006 2760 0002 7407 5171 Domestic Return Receipt UNITED STATES POSTAL SERVICE I ~ III First-Class Man Postage & Fees Paid USPS Permit No. G-10 · Sender: Pie. ase print your name, address, and ZIP+4 In 1l)'iS box · 03-0'80~ O-~ Glenda Fam.:[ 0irasbaugh Register ofWiHS' and Clerk of Orphans' Court County of Cumberland One Courthouse Square Carlisle, P A 17013 '."'"".11111.",11,,11,, ,11",11",','"",',',, ",."" '" Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/18/2007 (-) , , -~._,J ,'"".,f) GARRISON THOMAS E 10393 ASHLEY CIR NW SILVERDALE, WA 98383 t~:"l ._\) co ") -0 -') U1 a RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ " J Clerk of the Orphans'Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/18/2007 GARRISON MICHAEL G ) --~J 590 MATAMORAS RD HALIFAX, PA 17032 C.J) C") -.-, RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 C.1J o - ,~'"I Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, bt4ldL ~dAJ_u&;z~ ~ (./ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/18/2007 GARRISON DEBRA J (") , 1 429 COUNTRY COURT MT LAUREL, NJ 08054 f_; ,) -._ C') C) Ii ....., RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 U1 o Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, &4!.oi;i ~&'J ~~ Glenda Farner Strasbaugp/ Clerk of the Orphans' Court cc: File Counsel In Re: Estate of GARRISON GLENN EDW ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00802 p NOTICE OF FAILURE TO FILE STATUS REPORT o . ,": ") Personal Representative: GARRISON MICHAEL G -' fT-'j Counsel for Personal Representative: ,J j i C':) Date of Decedent's Death: 10/312003 r .) The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status LPJOlt. Ifthe required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to detennine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. .... -.. ,".. ~ r' ,'." ,t" . r) "'-f" 5:t-" {/ ~L~<il.?~pe./j,1vf/"~~1./t Date: 10/31/2007 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File In Re: Estate of GARRISON GLENN EDW ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00802 NOTICE OF FAILURE TO FILE STATUS REPORT ,,J --l Personal Representative: GARRISON THOMAS E .. L Counsel for Personal Representative: Date of Decedent's Death: 10/3/2003 '~) r The Orphans' Court record indicates that neither the above named personal represen~ative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 fom1 is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. (' ,f!) .~ /', "h;f"~ . Iii. ~f/ A ~. &..7ll-m-?#..jJ'/z&1:..{.b~.c.:~t. Date: 10/31/2007 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File r. NOV 01 2007 IN RE: ESTATE OF GARRISON GLENN EDW ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00802 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSVANT TO RULE 6.12, SUPREME COURT ORPHANS' COVRT RULE Personal Representative: GARRISON THOMAS E Counsel for Personal Representative: Date of Decedent's Death: 10/312003 Date of Delinquency Notice: The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' COUli, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court , Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Repoli required by '~ule 6.12, Supreme Cmni Orphans' COUli Rule and that the requisite notice, pursuant to Rule ,I).il, < ". .. . . . ' .' Supreme Court Orphans 'Court Rules was given on the above date and that the ten (10) da~r. notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 tLc CCUrl is hereby notified of such delinquency and the undersigned requests that a Comi conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counse.l for the delinquent personal representative. Date: 10/31/2007 ~ ~. ~Al) . ~ .' ,'. .,~ . /(~ '. , ". I . . All' v> :iUl.....::v1,../ t,./itrrtt"ttl,,\ ~..z"~f;>~../FJ,~.!tU //,:1 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A healing is scheduled Januarv 7.2008 at HAM. ,> : in Courtroom NO.2. If the Status RepOli is filed prior tOthe hearing date, the.. hearing will automatically be cancelled. Edgar B. Bayley, 1. c,- NOV 012007 IN RE: ESTATE OF GARRISON GLENN EDW ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00802 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: GARRISON MICHAEL G Counsel for Personal Representative: Date of Decedent's Death: 10/3/2003 Date of Delinquency Notice: '. .,-:-: The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accorda~](e . with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to detem1ine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 10/31/2007 .t'J .' ~ ~. c? f >' I'M' i' .... . . I..' .'" ./ '\..,. .~j4~ ,tl'~~~LI.h;/f..~.t.%~V!~.. /" Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Jauuary 7. 2008 at HAM in Courtroom NO.2. Ifthe Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. Edgar B. Bayley, 1. ~ Pa. D.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Glenn Edward Garrison Date of Death: 10/3/03 File Number: 2003-00802 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: . . . . . . . . . . . . . . . . . . .. DYes IZI No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 12/31/08 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. 0 Yes 0 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... 0 Yes 0 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 ~e attache to this report. 11/13/07 /// /~ 'V-- Date Signature of Person Filing t s Form Capacity: D Personal Representative IZI Counsel Benjamin J. Butler Name of Person Filing this Form \if "OJ aN\;Iltl38~t1~f ll:rlOO S,N'VH&:fO :JO )ftBlO 6 I : II NV fJ I AOH LOOZ 500 N. Third Street, P.O. Box 1004 Address Harrisburg, PAl 71 08-1 004 717.236.1485 Telephone C1 T~!'I'~ ..V'l ...; I .~11 \ . ,,' ;-.,j Ii.\ 'V'\UJI" U-,<, ....Y. , :~ :hJWV ':rljd;J~j_j:j FOI'II1 RW~/O rev. 111./3.06 cJ o r- <"l ~",~gO ; ~('l r- i~\ o~ ~ 'il,' Ofu 8 '\' tit (/) 0- 't.\\ ~ 1 t~ '" <;6 c.n _:... "4"'"" -<t ::1 " 0- .~ N 0 4. 03.L1N<' 0 0 ~ lI"> M (..0 -..I _31 L~_ (..:) 0:: Li-J tn o \...1...1 ex::. .. - - ~ \.0 N ?'- c:::> :.ae: G c:::::> C""-l " .' L - u-' C',};-L lL o ... ... :: Q IQ) '", a "8ie ~~~.,r- ,pwre~~ "'td e ~ g..~ ~'/' i: ~~~ ; ...t;~gS: " - ~n _-:8< " ... 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". do 'j') . ~.~ \5 r ,.--\ \.-..) " ~ .~;:.< 2, ('.'.r4 .~ ~ '~t tl . l' ft '+t '\ ''..t, .l.. e.l .n \:t' Neil W. Yahn, Esquire Attorney 1.D. No. 82278 James Smith Dietterick & Connelly, LLP P.O. Box 650 Hershey, PA 17033 Attorneys for Petitioner .~---; .. j '-- .-.:' i ,_; C..~) IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION '- INRE: No. 21-2003-0802 I~ST A TE OF GLENN EDWARD GARRISON NANCY J. GARRISON, Petitioner THOMAS E. GARRISON, Respondent PETITION FOR CITATION TO SHOW CAUSE WHY AN INVENTORY AND ACCOUNTING SHOULD NOT BE FILED BY RESPONDENT THOMAS E. GARRISON WHILE ACTING AS EXECUTOR TO THE HONORABLE JUDGES OF SAID COURT: Petitioner, Nancy J. Garrison (hereinafter "Petitioner"), by and through her attorneys James, Smith, Dietterick and Connelly, LLP, alleges upon valid information and belief, as follows: THE PARTIES 1. Petitioner is an adult individual currently residing at 6202 Westover Drive, Mechanicsburg, Pennsylvania, 17050 and is a creditor of the Estate of Glenn Edward Garrison (the "Decedenf'). ~ 2. Thomas E. Garrison (hereinafter "Re.~pondent") is an adult individual, with the last known address at 10393 Ashley Circle NW, Silverdale, Washington, 98383 and is the son of the Decedent and also the appointed Executor. 3. The Decedent died October 3,2003 a resident of Cumberland County Pennsylvania with a last known address of 5215 Simpson Ferry Road, Mechanicsburg, Pennsylvania 17050. JURISDICTION & STANDING 4. The Orphans' Court has jurisdiction over this matter pursuant to 20 Pa. Cons. Stat. S 711 and venue is appropriate as per 20 Pa. Cons. Stat. S 722 as the Decedent died in Cumberland County. 5. Petitioner has standing to file this petition as a creditor of the estate of the Decedent. 6. Respondent, as Executor, is obligated to exercise his duties fairly and impartially to the creditors and beneficiaries as set forth under the wm, keep assets separate from those of his own, and exercise reasonable caution and prudence in the exercise of such powers, and keep a full and accurate accounting and record of all actions, receipts and disbursements on behalf of the Estate (hereinafter the "Accounting"). FACTS AND ALLEGATIONS 7. The Executor filed an inventory on or about January 3, 2005 (Decedent died October 3,2003) as set forth in the attached Exhibit "A". 8. Decedent and the Petitioner were divorced pursuant to a Divorce Decree indexed to No 96-6407 Civil whereby the Petitioner was awarded the sum of$30,000 by which a claim was filed against the Estate as reflected in the attached Exhibit "B" (herein the "Claim"). 9. The Claim was filed on December 13, 2004. 10. Despite the Petitioner's repeated request to be paid, the Respondent has failed to address the Claim (despite receiving several delinquency notices as reflected in the attached Exhibit "C"). II. Respondent now advises the Petitioner that the Estate will be finalized on or about December 31, 2008 (see Exhibit "0"). 12. Petitioner avers that Respondent may not have been cautious or prudent in his actions as Executor. 13. Petitioner avers that the Respondent is not upholding his duties as Executor and intentionally engaging in dilatory tactics in the hopes this matter will simply disappear. REQUESTED RELIEF WHEREFORE, Petitioner respectfully requests that: 14. Respondent prepare and file with this Honorable Court an Accounting for his actions completed under the Estate of the Decedent from the date Letters of Testamentary were granted until the date hereof in a form that satisfies the requirements of the Probate Code and the Fiduciary Accounting standards in the form as presented in Cumberland County O.C. Rule 6.1 and for account for any actions the Respondent may have taken on behal f of the Decedent under a Power of Attorney prior to his death; 15. Respondent shall not dispose of any assets and must account for and inventory any and all assets that are in his possession belonging to the Estate (and any assets transferred by the Respondent under a Power of Attorney prior to the death of the Decedent); 16. Respondent shall produce the entire file and any copies of all documents in his possession relating to the Estate, not limited to all prior tax returns, any and all certificates of deposit, insurance policies, all bank and checking records, all brokerage accounts, deeds and mortgages associated therewith and other ancillary financial information without limitation intended; and 17. Such other relief as the Court deems proper. Respectfully submitted, JAMES, SMITH, DIETTERICK & CONN LY, LLP Date: 3 ( -;?~ 61; By: NEI Atto P.O. ox 650 Hershey, 17033 (717) 533-3280 Attorney for Petitioner EXHIBIT A I I I I 10802 I Date of Death 10/3/03 ! i Social Security No. 18~.28-2446 I I I I I I Personal Representatlve(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, t~at the valuation placed opposite each item of saId Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of !his inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein mil ade are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. I I I I Dated f Z. Zq. oi ! I I !e) ... Register of Wills of Cumberland County, P A ., INVENTORY Estate of Glenn Edward Garrison No.21 03 also known as , Deceased Name of Attorney: p"~zr"'" h )tt^-' ThoJas E. Garrison Benjamin J. Butler 1.0. No.: 81948 Address: 500 N. Third Street, P.O. Box 1004 Harrisburg PA 17108-1004 Telephone: 717.236.1485 Description Closely-Held Corporation, Partnership or Sole-Proprietorship ~;g 'I";t d~P .1(~~ -'-"c-J \. ~!.~ 0 "::.5~._I"J . t") ::P~ _.,. I I I I I I I I I i I ! ! 40.00 shares Interpack Systems, Inc. - Redeemed by Corporation Pursuant to Buy-Sell Agreement contained in Section 6.06 of Corporate By Laws (See Attach d) Cash, Bank Deposits, & Misc. Personal Property Wachovia Bank - Checking Account No. 1014146998139 with accrued interest of$O.OO Final paychecks Cash Total (Attach Additional Sheets if necessary) ~ "'.::> ~ ~ :..-;z: --..._ ;:0 -- U '::ri :~C) 1:,;.Yli '.CJQ ;? 8, lii.~Q..=J - :~{~ i:-- rr, :"''Jq I W .f::- 1,441.70 3,000.00 19.68 122,586.38 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election of the persdnal represei'ltative, include the value of each item, but such figures should not be extended into the total of the Inventory i . ! RW.4 ~ }AMEs SMIIH DlEr:rE.RIo<: & CONNELLY LLP John J. Connelly, Jr. iic0)isdc.com FAX 717.533.7771 December 10, 2004 Ronald D. Butler, Esquire Butler Law Firm P.O. Box 1004 Harrisburg, P A 17109-1004 Re: Estate of Glenn E. Garrison Dear Ron: Enclosed please find a copy of the Claim filed with the Orphan's Court Division, Court of Common Pleas, Cumberland County, Pennsylvania. Should you have any questions, please advise. JJC/jlk Jihn} Connelly, Jr. -..../ cc: Nancy J. Garrison (w/enc.) Enclosure L ,\ \V () r r I (' J.~.)' ~~.'=;. BO:< 65C: ;~lEF;SHEY p~ "i 7CJ CU.,rt2~ ,.L'-.Gcre~: 12.':; ~~:P::: A\'::!'!l'~ :--lUI\.j;,1cL..S-rO\Aj{.J. Fi-. ;~ ~EL, :-;:.=~~?2,:'::~-=-:U \jVV\IV~" .J:':::,[~':;. C()j" GARY L. JAMES MAX J. SMITH. JR. JGHN J. CONNELLY, JR SCOTT A. DIETTERICI( JAMES F. SPADE MATTHEW CHABAL, \11 GREGORY K. RICHARDS SUSAN M. KADEL JARAD W HANDELMAN DONNA M. MULLIN EDWARD P. SEEBER NEIL W Y AHN COURTNEY L. KISHEl KIMBERLY A. DEWITT OF COUNSEL: MANLEY DEAS & KOCHAlSKI, llC COLUMBUS, OH BERNARD A. RYAN, JR. HERSHEY, PA IN THE MATTER OF THE ESTATE OF GLENN EDWARD GARRISON, DECEASED : IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-0802 CLAIM TO THE CLERK OF THE ORPHAN'S COURT DNISION: Enter the claim of Nancy 1. Garrison, 6202 Westover Drive, Mechanicsburg, Pennsylvania 17050 in the amount of $30,000.00 against this Estate. The basis of the aforesaid claim is as follows: Pursuant to the Order of Cumberland County Court dated December 20,. 1999 incorporated in the Divorce Decree indexed to No. 96-6407 Civil, in the said court, the sum of $25,000.00 was awarded pursuant to Paragraph 10 of the Order and the sum of $5,000.00 was awarded pursuant to Paragraph 13 of the said Order. Written notice of said claim was given to the Estate of Glenn Edward Garrison, c/o Ronald D. Butler, Esquire, Butler Law Firm, P.O. Box 1004, Harrisburg, PA 17108-1004. Respectfully submitted, JAMES, SMITI-I, DIETIERICK & CONNELLY LLP Date: \ ~\ \ '3 \ 0 "i " f / . JoM 1. olll1ell, EsqUIre PAll . No\ 5 15 P.O. Box 650 Hershey, P A 17033 (717) 533-3280 Attorneys for Nancy J. Garrison, Claimant ~:.~;,. ":'+;;' :<.;::::>~':X.;"':.X::;~:;<?:::";::X.X}~~.):;::;;:-.;<:K.}::}~;'~;';r+}'::X.XX.Y;;:.;;:::;~::.X':;:;X.X:';:.;:~X.;;:X.X'X.;::::>r+;;:~;r+;::::;:~;:::X.;~~~, ~1. (~ ;", \ . ~.' ~l * ~~ ~ ~( IN THE COURT OF COMMON PLEAS ~~ ..../..\ a . . ~ ~~~ ~l OF COUNTY ~ ~< ~ ~) ;-. I ~I ~.: ( ~{ :. \ ~q Al ~I ~ ~ ~) '.' l ~~ t.~: ) !-.-' ~ ~\ ~...,I ) ~l ~l '.' \ . ~l ~) ".' ) ~. .' I ~l ~~ ~l ~-~ ~ ~( ~ ~~~ ~ ~-~ ~ ~~.. CUMBERLAND .~ STATE OF .......... '.......,....'... ..... . ......--...... ""'.. ,... h... ""'" ,.. ......... ... I i II II I I NANCY J. GARRISON, PENNA. Versus ........ n...... ~ ;1,??:~~?:f f .._ __.... _... _ '''....n "'"'' ....h... ......____.. No. .....?~...-:....~.~~,7 .~~.Y.~~...... 19 GLENN E. GARRISON, ..~.~. ~ -.. _..- .~_. - -. -....----.. - -.--..---"... - - -. -.. - .----- -..--.-.-..-.- --...---._--- ....._ - -.. __ _... p.~F. ~~~~g_~ ___no __.... _ _'. __. _ __' _ __.. _......".. "'"'''_''' DECREE IN DIVORCE AND NOW, . . December. 20.,. .. . . . . .. . . .. ., 1999.... 4 it is ordered and decreed that ........... ~~~~~. ~ ~ . ~~~~~~~~. . . . . . .. .. . .. .. . .. ..., plaintiff, and ......... . .. . . . . .G.l.e.~. .E:. .~~~~~s.~~ .. . . . . . . . . . . . . . . . . . . . . " defendant, are divorced from the bonds of matrimony. The court retains jurisdiction of the following claims which have been raised of record in this action for which a final order has not yet been entered; ~I ~.' ~ ~.' "' '.~.". ( .." ~ ~) ~.J t ~l ~~ ~) ~l ~.~ I ~; ( ~r ;; ( ~.~ )1 "', ~ ~~ :~;"'.:":...'::.:';<-".>>:...."'.:.:~" 3 :~ . :.... . ~.-._'';':.:.:::'::';'::.~~.:':'.:+:.;. ...... .~~e. .~~~~~~e.~ .q~qe.~ .~~ .qe.~e.qy..~~~~~p~~~~~4>. .9V~.~9~.~~~g~~~ .~~t9.t~t~ Decree in Divorce. . . . .. .. .. .. .. . . .. . . .. .. . ~ .. . .. .. . . .. . .. .. .. .. .. .. . .. .. .. . . .. .. .. .. .. .. .. .. 0_.. .. .. .. .. .. .. .. .. .. .. .. ... .. .. . .. . .. .. .. .. .. . . . . .. . By The Court: ";'.~ ~ ~~~ ~ ~.~ ~ ~ ....{ ~ ~ ~~~ '.,S ~ ~ ~.~ ~ ~.~ ~ ~~# ,;." ~ ~ ~ !>.J i;: ~ ~ ~~~ <",,' ~ ~ ~.~ $ ;.~;,; ~ t.~ I$. ..;.. ~ ~ ~ '" ~ ~.~ ~ ~ ~.~ I~ Ii ~ ~ $ ~ ~ ....j <- ~ ~FIED COPY ISSUED DECEMBER 20, 1929 _ ~ .~:.::. -";:'.}"~.::-:"'~:', '.~.:. '{.;.'{.;.~:.}.:.:. :.:.:.:-:-~.:-;:{+> -:~::.:x+;.:::.::.;. .~.:. :{-e-::',:,:+:,>~.:,- t ..!~L;!_~..Y!~.~_~.~x._.~~'::~!..,J.~..,___ __ ____ '___' _ _.__m".... "... Att~,t,...~~.e~....p;~th~~~t~;y.J. NANCY J. G.ARRISON, Plaintiff : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA v. : NO. 96 - 6407 CIVIL GLENN E. GARRlSON, Defendant : CIVIL ACTION - LA W : IN DIVORCE ORDER AND NOW, this ,-)0'1-"- day of fJ.J/':J.J~t , 1999, IT IS HEREBY ORDERED AND DECREED THAT: 1. Nancy J. Garrison, Plaintiff, and Glenn E. Garrison, Defendant, are divorced from the bonds of matrimony. 2. The Report and Recommendations of the Special Master is hereby approved. 3. Within 30 days of the date of this Decree, husband shall vacate the residence at 6202 Westover Drive, Mechanicsburg, Pennsylvania, and provide to wife a special warranty deed transferring all his right, title and interest in said property to wife. However, Wife will take the property, subject to the existing mortgage in favor of Fleet Mortgage Corporation, and indemnify . and save husband harmless on account of any claims which may be made by Fleet Mortgage Corporation against husband. Any liens which may be against the property, other than the mortgage, will be husband's sole and separate responsibility. 4. Wife shall be entitled to retain her IRA and her pension with the PSERS free of any claims by husband. 5. Husband shall transfer to wife, within 30 days of this Decree, the title to the 1990 Pontiac Grand Prix automobile. 6. Husband shall be entitled to retain all his shares of stock in the corporation known as Interpak Systems, Incorporated, free of any claims by wife. 7. Husband shall retain any IRAs which he owns, whether they are marital or nonmarital or a combination thereof, free of any claims by wife. 8. Husband shall retain, as his sole and separate property, the 1994 Oldsmobile Delta 88 automobile or any automobiles that he has acquired subsequent. 9. Husband shall leave in the marital residence, upon his vacation of the property, the following items of household property: The washer and dryer, the couch, chair, leather recliner, and the king-size bed, mattress and box spring. Any and all personal separate property of the husband, with the exception of items owned by wife prior to the marriage which husband shall leave on the premises when he vacates. 10. Husband shall pay to wife the sum of $25,000.00, which shall be rolled out of his IRA. If there are no IRAs existing owned by husband, then husband shall pay to wife the sum of $25,000.00 in cash. The roll-over or payment of cash to wife shall occur within 30 days of this Decree. 11. The parties will sign all titles and documents necessary to transfer ownership of assets to each of the parties as herein provided in the distribution of assets set forth above so that all transfers are accomplished within 30 days of this Decree. 12. Husband shall pay to wife alimony in the sum of $800.00 per month through the Cumberland County Domestic Relations Office to begin upon the entry of a Divorce Decree in these proceedings. The amount and duration of alimony shall be subject to modification and termination on petition of either party as allowed under Section 3701(e) of the Domestic Relations Code, Specific Termination provisions in the Domestic Relations Code will also apply. 13. Husband shall pay to wife within 30 days of this Decree, the sum of $5,000.00 which will be applied to wife's counsel fees and appraisal fees. BY THE COURT: /5 ( () . J . I ;7 !././p~ U IX, u. / " J. IN THE MATTER OF THE ESTATE OF GLENN EDWARD GARRISON, DECEASED : IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION : NO. 21-03-0802 CERTIFICATE OF SERVICE I, John 1. Connelly, Jr., Esquire, of James, Smith, Dietterick & Connelly, LLP attorney for the Claimant, Nancy J. Garrison, hereby certify that I have served a copy of the foregoing Claim on the following on the date and in the manner indicated below: U.S MAIL, FIRST CLASS, PRE-PAID Ronald D. Butler, Esquire P.O. Box 1004 Harrisburg, P A 17108-1004 JAMES, SMITH, DIETTERICK & CONNELLY LLP Date: I~ - JJ./ - D Jf NOV 0 S 2006 IN RE: ESTATE OF GARRISON GLENN EDW ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00802 NOTICE OF FAll.,URE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: GARRISON THOMAS E Counsel for Personal Representatiye: Date of Decedent's Death: 10/312003 Date of Delinquency Notice: The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register ofWi11s or Clerk ofthe Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 11/2/2006 ~~~ Glenda Farner Strasbaugh ~. ' Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Januarv 22.2007 t@. HAM @ in Courtroom NO.2. If the Status Report is filed prior t e hearin :v,' . g will automatically be cancelled. ~ v-\ 0-1 Edgar B. Bayley, J. ' ~ NOV 0 1 20D? IN RE: ESTATE OF GARRISON GLENN EDW ORPHANS' COURT DIVISION CO:uRT OF COMMON PLEAS OF CUMBERLAND COUNTY PE1!mSYL VANIA No;. 2003-00802 NOTICE OF FAILURE TO FILE STATUS REPORT tND REQUEST TO COND::JCT A HEARING PURSVANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE I - Personal Representative: GARRISON THOMAS E Counsel for Personal Representative: Date of Decedem's Death: 10/3/2003 Date of Delinquency Notice: i i The undersigned, Glenda Famer-Strasbaugh, Clerk 'of Orphans' Court, in accOl'dance \.vith Rule 6.12, Supreme Court Orphans' Court Rules, her~by notifies the Orphans) (~ourt :- ~i Division, Court of Common Pleas of Cumberland County, ~hat neither the above named pe,soDa~ representative nor the above named counsel for the personal representative have filed wit;} the Register of Wills or Clerk of the Orphans' Court his, her o~ its Status RepOli required by '.zule 6.12, Supreme Comt Orphans' Court Rule and that the reqmisite notice, pursuant to Rule.(i 12, Supreme Court Orphans' Court Rules was given on the ab6ve date and that the ten (1 0) d:l~~ __ notice to file the Status lZeport has expired. Accordingly, ih accordance with Rule 6.12 ft;c Ct;ur, is hereby notified of such delinquency and the undersignedi requests that a Comt conduct il hearing to determine whether sanctions should be imposed!upon the delinquent personal representative or counse.l for the delinquent personal representative. - . i Date: 10/31/2007 #""" C./ A- I) ~ _k~d~'~~ ;1.7tl.ItJ?f{/'...) Jd-Z-uu;..fht::,- t . .. j ." .' , Glend'a Farner Strasbaugh Clerk;ofthe Orphans' Court Distrioution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled January 7. 2008 at llAM . . J . in Courtroom No. '1. If the Status Report is filed prior tethe headng date, th~ hearing wi]] automatically be cancelled. " -. . .~ '- Edgar B. Bayley, J. Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLiY ANIA Name of Decedent: Glenn Edward Garrison Date of Death: 10/3/03 File Number: 2003-00802 Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: l. State whether administration of the estate is complete: . . . . . . . IOYes IZl No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 12/31/08 3. lrthe answer to NO.1 is YES, state the following: 3. Did the personal representative file a final account with the Court? . . . . . .. 0 Yes 0 No b. The separate Orphans' COllrt No. (if any) for the persona! representative's account is: c. Did the personal representative state an account informally to the parties in interest? .......... . . " ..... . .. . . ..0 Yes 0 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 ~e attache to this repo~. I i/13/07 ..// J1./l-- .'~ Signatllre of PerSO/1 Filing IJ S Form D(lle Capacity: DPersonal Representative i 0COllllSel \4j ''OJ aNViCJ38~n:)' .lliflCX) S,N'7H&lQ 30)18310 6 f :" WV ~ r ^ON iOOl Benjamin J. Butler Name oj Persoll Filing lhis Form 500 N. Third Street, P.O. Box 1004 Address Harrisburg, P A 17108-1004 717.236.1485 Telepholle ....i "lIft t l.f'\ ll~......... [-I :.; : :'1\'": .--.\) t1jL~j:\..i:;~.' JJ jJWQ 03Gd:jJjj 1-01'1/1 RW-JO rLT.IO.1306 ~ VERIFICA TION 1, NANCY J. GARRISON, verity that the statements made in the foregoing Petition are true and correct to the best of my knowledge. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. ~4904 relating to unsworn falsification to authorities. Date: March 28, 2008 , SzP' ,~I/ ' 1 ,l V) . t.tt-'t'~.. ~ . V~ ,-----~ NANCY J. AY1SON AND NOW, this ?{f-- day of OF SERVICE ,2008, I, Neil W. Yahn, Esquire, do hereby certify that I served a true and correct copy of the foregoing Petition upon the following below-named individual(s) by depositi g the same in the U.S. Mail, postage pre-paid at Hershey, Dauphin County, Pennsylvania: SERVED UPON: Thomas E. Garrison 10393 Ashley Circle NW Silverdale, W A 98383 Benjamin]. Butler, Esquire Butler Law Firm 500 North 3rd Street, 12th Floor Harrisburg, P A 171 01 JAMES, SMITH, DIETTERICK & CONNELLY, LLP o IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: No. 21-2003-0802 EST A TE OF GLENN EDWARD GARRISON NANCY J. GARRISON, Petitioner AND NOW, this ~I- day of ~oA\ 1"-0,;) ~S~ c::> c::> co :3310 CJJ= -0 cO! -E ("") :::0 ~:l> hi I --,.,. .2: :0 zo5^ '~:JOO " ~-=-; 0 (") C>." - -'i'~l ::J: "Tl QC ("5 . -:0 .c- o :-. r - . :-Y-J ~ .. N f...") C) ~'r N THOMAS E. GARRISON, Respondent CITATION TO SHOW CAUSE , 2008, upon consideration of the foregoing Petition, a Citation is hereby entered against Respondent to show cause why an Inventory and Accounting should not be filed for his actions completed under the Estate of Glenn Edward Garrison, from the date Letters of Testamentary were issued until the date hereof in a form that satisfies the requirements of the Probate Code and the Fiduciary Accounting standards in the fonn as presented in Cumberland County O.c. Rule 6.1; why Respondent should not dispose of any assets, and why he should not account for any and all assets that he has procured or are in his possession belonging to the Estate; why Respondent should not produce the entire file and any copies of all documents in his possession relating to Principal's estate, not limited to all prior tax returns, insurance policies, any and all certificates of deposits, all bank and checking records, all brokerage accounts, deeds and mortgages associated therewith and other ancillary financial information without limitation intended; and such other relief as this Court deems proper. Rule returnable in writing twenty (20) days from the date of service. /' BY THB COUR ( 1. ~/ f In Re: ESTATE OF GLENN EDWARD GARRISON ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYL VANIA NO. 21-03-0802 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 4/1/08 JUDGE'S INITIALS: EBB TIME STAMP DATE: 4/1/08 IN RE: CITATION TO SHOW CAUSE SERVICE TO: NEIL W Y AHN BENJAMIN J BUTLER THOMAS E GARRISON METHOD OF MAILING: ENVELOPES PROVIDED BY: [g] USPS DRRR D HAND DELIVERED DOTHER_ D PETITIONER [g] JUDGE D CLERK OF ORPHANS COURT MAILED: 4/1/08 SERVICE TO: METHOD OF MAILING: ENVELOPES PROVIDED BY: D USPS DRRR D HAND DELIVERED DOTHER_ D PETITIONER D JUDGE D CLERK OF ORPHANS COURT MAILED: ~ ) 7 . , , . ~ ( I V7,L Jill) { {l '.. 6/2/ L /(u] Deputy J Clerk of Orphans' Court Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/11/2008 BUTLER BENJAMIN J t' ac, ~+ ~ 500 NORTH FRONT STREET . g ~ 3 12TH FLOOR ~ , :;~ r _ ~ _~ HARRISBURG, PA 17108-1004 -- ~.~ ~± __ RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2008 Flease 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, 11~~~~` Glenda Farner Strasbaug Clerk of the Orphans' Co t c:c : File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/11/2008 GARRISON THOMAS E 10393 ASHLEY CIR NW SILVERDALE, WA 98383 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear Sir/Madam: N ~~ ~n - : _' ~ _.~ ~ V ( _ ~ _ '7 _ ~.'-n -, ~ ~. ~ < _~ ~ c r 's7 C~ t _.~ Q~ This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, `~~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court c:c : File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 c? «., :~ - ~ ~_.~ ' ' Date: 9/11/2008 ~ ~:'~-~ ~ -' -' -_~ ~ ~ - GARRISON MICHAEL G ~: ~ ~. - =! , __ ;_.. 590 MATAMORAS RD i~- ~ ~ F~1 - HALIFAX, PA 17032 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 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. A.s per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after ~~uly 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of tnlills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, l~~ ~~~~~b Glenda Fanner Strasbaugh Clerk of the Orphans' Court ~~c : File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/11/2008 GARRISON DEBRA J 429 COUNTRY COURT M'T LAUREL, NJ 08054 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear Sir/Madam: ~~ C7 <:: ~ ' ~ .::~ "F . + 7 -~ T r ~ ~ y (' ../ ~ ~ _ _ _ , ._~ ffi -r- - - 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. A.s per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 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 inlills a Status Report of completed or uncompleted administration. 'T'his filing is due by: 10/03/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard t;his notice. S'ncerely, ~~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel STATUS REPORT UNDER RULE 6.12 Name of Decedent: Glenn Edward Garrison Date of Death: 10/3/03 Will No. Admin. No. 2003-00802 Pursuant to Ruie 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 ~_ 2 . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 12/31/09 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 repor~. -~, -~ ~~ ~ ~_ f,1 Date: 9/18/08 Signature ~ Beniamin J. Butler Name (Please type or print ) 500 N. Third Street, P.O. Box 1004 Harrisburg PA 1?108-?004 Address .„.~~il;~,'r 7~-GuV ~, -, 9 ~ ~ ! i ~`~ 6 ~ ~~S ~~~G - ,~_,;, ,_ _._.,~ ( 717) 2361485 Tel. No. Capacity: Personal Representative ~- Counsel for personal representative ~~~ o ~ N ! ~ `~ ~r °„~ ~ O W o ' ~ ~~= ~~' a ~r ~ .;rn ~w 0 ~ 11 . J ~ '~' ~ ;~ ~ ~ c~ W a ~ ~ LL ~/? ~ ' ' :Htt 7iLLLL~ o :;,~ ~ ~- W t Y s ~ a . ~ °f4 W t] Q W ~ ~;Od ~3~N s ~".Gp ` ` 4 n J ~31MC1 ~ ;,_, z ~ „ ~ ~Iz 1I. Y.ZV ~~~ ~ ;ate ~ z .,~ ~ ~c~ ov - ~ ~wr- ~-~-F , ~ ~w ~z _ - .- wz z ~na~~~~ - a~ ~ ~z a + wFwzw = ~• ~~~s- ~+ ° ~ ~ o = ~ ~ ~ ~ - a: - ti .e v ~ m ~y~ •d + E tt, k 1.1« ~.~~ iF'E i ~`~ ~gi N •± E~$ ~~ ~r ._ f ilk ~°' lrl c~ i~1 ._ ao {Ft > > ~ - ~ ~ ~ 3 CY1 ' Z W ~: ~ ' ~ tT - ~. % ~ ~ _ U o cn U ~ ~ tSi ~ ~ x~ p J r ~ ~ ® r ~, 1fI _ M, ~ t om,` o ~ ;~ o ~ ` (d Q FC O H C7 H U] _ a „ p .~ G v r r ~ ~ 0 L V ~_ /~ V Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/21/2009 BUTLER BENJAMIN J 500 NORTH STREET ,~, PO BOX 1004 _~ ~~ ° HARRISBURG, PA 17108-1004 ~ ~ N e j i' r~ C?- p~ ~ f r ; G7 !_J r : ' N .y ~~ T 'i~ CJC S ~ RE: Estate of GARRISON GLENN EDWARD --i .'~'~ ~ f:._. ~ r'i ` ~ File Number: 2003-00802 `"~ N _ ~ ~'` ~~ 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, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2009 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, ~'~~1~~ Glenda Fazner.Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/21/2009 ro n C p p .moo ?] GARRISON THOMAS E ~r3.~ rn G p ~ N 11`1 "''Cn~ .~' /?T a7 t.:.J nOCn z"' ~'t'i c'~ {~J -"v RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 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, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: '10/03/2009 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, /~,~i~%1dAKrl~:~iv/ta~C,/ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/21/2009 m GARRISON MICHAEL G c~ ~ v m :~ ~' _ ~~7 ~ rn- "n cn ~'k~ 5 9 0 MATAMORAS RD . s:' ~ ^~ n~ iii HALIFAX, PA 17032 ~~U'~ C7 ~ ~"'~ C~' c n C7O -n ~ C ~ . 'i :x~ ~ O Y cn CJ7 C,> '"j 1\1 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 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, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2009 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, i~~~%9lo~t.~li Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/21/2009 o n C~ ~ GARRISON DEBRA J ~?~ N +~'"% 429 COUNTRY COURT =; rri R7 ~ ~ rt-; r-t i MT LAUREL, NJ 08054 ~c7 c_"'~ _ " n c70-n rJ ss ~ ' ~ ' ~"~ ar _~r ~ r ~ _ ~-;. ~ .. ,_:t N -,' RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 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, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2009 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, /~1~~LNx~K~ t~.ZLI(KJ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: GLENN EDWARD GARRISON Date of Death: 10/3/03 File Number: 2003-00802 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 ®No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 12/31/2010 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 approv s of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and a be attac d this report. 9/23/09 Segnalure of Person FaGng thes Form 1 < , ' t- « _ _ = ~ c; Li_. -~ f ~ 6 LL QC J OUv ; _..) Ci ~~ -~.~':x'.: .S N W~._i J C:. 0- c o U ca N Form RW-JO rev. ]013.06 Capacity:Personal Representative Counsel BENJAMIN J. BUTLER Nnme ofPersan Filing this Form 500 N. THIRD STREET, P.O. BOX 1004 Address HARRISBURG, PA 17108-1004 717-236-1485 i etepnone V' U r Neil W. Yahn, Esquire Attorney LD. No. 82278 James Smith Dietterick & Connelly, LLP P.O. Box 650 Hershey, PA 17033 Attorneys for Petitioner IN RE: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF GLENN EDWARD GARRISON NANCY J. GARRISON, Petitioner THOMAS E. GARRISON, Respondent ~ o z 20~0~ No. 21-2003-0802 ~ N `~ ~ Q _ . n n -U ..` k rn s~. . ~ '7 . . _.k, -. ;_ a-___. ~ ~ ~,~ ,~ ORDER AND NOW, this ~~ da of Y 2010, a status conference in the above- captioned matter is hereby scheduled for ~~~,,~u ~~ 2010 at ~ _~ M, in Courtroom ~ Distribution List: of the Cumberland County Courthouse, Carlisle, Pennsylvania. Neil W. Yahn, Esquire, James Smith Dietterick & Connelly, LLP, P.O. Box 650, Hershey, PA 17033; Attorney for Petitioner Benjamin J. Butler, Esquire, Butler Law Firm, S00 North 3rd Street, 12th Floor, Harrisburg, PA 17101; Attorney for Respondent R~~ tl,A r.,,,~• ORPHANS' COURT DIVISION In Re: ESTATE OF GLENN EDWARD GARRISON COURT OF COMMON PLEAS OF NANCY J GARRISON PETITONER THOMAS E GARRISON RESPONDENT CUMBERLAND COUNTY PENNSYLVANIA N0.21-03-0802 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 02-04-10 JUDGE'S INITIALS: JWO TIME STAMP DATE: 02-04-10 IN RE: ORDER SERVICE TO: BENJAMIN BUTLER ESO NEIL YAHN ESQ METHOD OF MAILING: ENVELOPES PROVIDED BY: ® USPS ®PETITIONER ^ RRR ^ JUDGE ^ HAND DELIVERED ^ CLERK OF ORPHANS COURT ^ OTHER MAILED: 02-04-10 SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT Neil W. Yahn, Esquire Attorney I.D. No. 82278 James Smith Dietterick & Connelly, LLP P.O. Box 650 Hershey, PA 17033 Attorneys for Petitioner IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: • • ESTATE OF GLENN EDWARD GARRISON : NANCY J. GARRISON, Petitioner ; THOMAS E. GARRISON, ; Respondent ; No. 21-2003-0802 C~ n+~/ ~. C"~ ~~ f~~ ~~ PETITION FOR STATUS CONFERENCE AND NOW, comes the Petitioner, Nancy J. Garrison (herein "Peh'tt'oner"), by and ~W ~~ -- through her attorneys, JAMES, SMITH, DIETTERICK & CONNELLY, LLP, and petitions this Honorable Court for a status conference pursuant to the following: 1. On or about March 28, 2008, Petitioner filed a Petition for Accounting seeking an Accounting from Respondent, Thomas E. Garrison (herein "Respondent"), as Executor for the Estate of Glenn Edward Garrison (herein the "Estate"). 2. On or about April 1, 2008, this Honorable Court entered an Order requiring Respondent to produce said accounting (herein the "Order") (a true and correct copy of the Order is attached and marked at Exhibit "A"). 3. Petitioner has attempted on numerous occasions to serve Respondent with the ;.:-~ ,,..,,..~ j-.~ ~k.~ ,....-,~ t `_4.~ !' ~! t...._,: ~~..~ C:.'` ..7 .."~~~ cX' ; ~i p~~: `r't ~.~a -~, Order, however, to date, Respondent has not been located. 4. Petitioner has tried to send the Order to at least six (6) different past addresses for Respondent, all to no avail. 5. Petitioner avers a status conference is necessary in discerning the location of the Respondent and advancing this matter towards a resolution. WHEREFORE, Petitioners respectfully request that a status conference be scheduled in the above-captioned matter. i Dated: 2a l d Respectfully submitted, JAMES, SMITH, DIETTERICK & CONNELLY, LLP By: NEIL .YARN, ESQUI Attorney I.D. #82278 P.O. Box 650 Hershey, PA 17033-0650 (717) 533-3280 Attorneys for Petitioner ` • } O l~ 8 8 2~~5 V~„ ~ f IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: No. 21-2003-0802 ESTATE OF GLENN EDWARD GARRISON : 'vANCY J. GARRISON , Petitioner THOMAS E. GARRISON ~ c m - =r , Respondent ~ ~. a. "''~ ~ .~, .-~- ~ c'~ .~ ~ ~~~ .~ ~~~ --~ ~ :_~ ORDER 0 3 ;~ ~": , AND NOW, this day of -~ ~''~ ~...-.1 2008. it is b Y ~-~ ORDERED and DECREED that: 1. Respondent, Thomas E. Garrison, shall prepare and file with this Honorable Court an Accounting for his actions completed under the Estate of the Decedent from the date Litters of Testamentary were granted until the date hereof in a form that satisfies the re uirements q of the Probate Code and the Fiduciary Accounting standards in the form as presented in Cumberland County O.C. Rule 6.1; 2. Respondent shall not dispose of any assets and must account for and inventory any and all assets that are in his possession belonging to Decedent's estate; 3. Respondent shall produce the entire file and any copies of all documents in his possession relating to Decedent's estate, not limited to all prior tax returns, any and all certificates of deposits, insurance policies, all bank and checking records, all brokerage accounts, deeds and mortgages associated therewith and other ancillary financial information withou t limitation intended; and ~..~ ',tr 4. Such other relief as the Court deems proper. BY THE COURT, S ~t,G~O Qh . J. Distribution List. Neil W. Yahn, Esquire, James Smith Dietterick c~ Connelly, LLP, P.O. Box 650, Hershey, PA 17033 L'en~arri:~ J. Butler; Esquire, Butler Law 1~'ir j1z, S00 North 3'd Street; l~t,'~ Floar, Harrisburg, ~° 2 1,'1471 Thomas E. Garrison, 10393 Ashley Circle NW, Silverdale, WA 98383 CERTIFICATE OF SERVICE I, Neil Warner Yahn, Esquire, do hereby certify that I served a true and correct copy of the foregoing Petition for Status Conference upon the following below-named individual by depositin g the same in the U.S. Mail, postage pre-paid at Hershey, Dauphin County, Penns lvani as fol Y a, lows. SERVED UPON: Benjamin J. Butler, Esquire Butler Law Firm 500 North 3~ Street, 12~' Floor Harrisburg, PA 17101 Attorney for Respondent Dated: January ~, 2010 NEIL WA ER YARN, ESQUIRE Attorney LD. #82278 Neil W. Yahn, Esquire Attorney I.D. No. 82278 James Smith Dietterick & Connelly, LLP P.O. Box 650 Hershey, PA 17033 Attorneys for Petitioner IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF GLENN EDWARD GARRISON NANCY J. GARRISON, Petitioner THOMAS E. GARRISON, Respondent F~ a z Zo~o~ No. 21-2003-0802 ~ N `-~ =~ . , ~ .,hs ~ 1 ~....,. ~ 1.. . ~7 .~' _~~ r...7 ._ ~._~_ . . r ~ • •• Kf~a • /R'1 M ~ ORDER AND NOW, this -~ day of 2010, a status conference in the above- captioned matter is hereby scheduled for '~~L~~ ~, 2010 at ~~Q -~ M. in Courtroom ~ of the Cumberland County Courthouse, Carlisle, Pennsylvania. By the Court: Distribution List: Neil W. Yahn, Esquire, James Smith Dietterick & Connelly, LLP, P.O. Box 650, Hershey, PA 17033; Attorney for Petitioner Benjamin J. Butler, Esquire, Butler Law Firm, S00 North 3rd Street, 12th Floor, Harrisburg, PA 17101; Attorney for Respondent ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: ESTATE OF GLENN EDWARD GARRISON NANCY J GARRISON PETITONER THOMAS E GARRISON RESPONDENT CUMBERLAND COUNTY PENNSYLVANIA NO.21-03-0802 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 02-04-10 JUDGE'S INITIALS: JWO TIME STAMP DATE: 02-04-10 IN RE: ORDER SERVICE TO: BENJAMIN BUTLER ESQ NEIL YARN ESQ METHOD OF MAILING: ® USPS ^ RRR . ^ HAND DELIVERED ^ OTHER MAILED: 02-04-10 ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT 1 IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF GLENN EDWARD ORPHANS' COURT DIVISION GARRISON NANCY J. GARRISON, . Petitioner N THOMAS E . GARRISON, f7 ~' ~~ Respondent NO . 21- 2 0 0 3 - 0 8 0 2 c~~` ^~_ ~ ~ . ~ __, _, r--~' t'T't F~J ; - - ='~ ~~„ .._ ~ ~ ~: a IN RE : STATUS CONFERENCE ~~~` ~~~ <~ ~ ~ ~ '~ ORDER OF COURT --+ ~ • ~ - ,.: ~ -,~ -- -~ AND NOW, this 22nd day of March, 2010, upon tea consideration of the Petition for Status Conference filed on behalf of Nancy J. Garrison, and following a status conference held in the chambers of the undersigned judge on today's date, at which Petitioner was represented by Neil W. Yahn, Esquire, and the Respondent, Thomas E. Garrison, co-administrator of the estate of Glenn Edward Garrison, was represented by Benjamin J. Butler, Esquire, and Ronald E. Butler, Esquire, who also represent the other co-administrators of the estate (Michael G. Garrison and Debra J. Garrison), and it appearing that Respondent has not complied with an Order of Court signed by the Honorable Edgar B. Bayley on April 1, 2008, directing the filing of an accounting, it is ordered and directed as follows: 1. Counsel for the personal representatives are directed, within 10 days of the date of this order, to furnish to Petitioner's counsel any estate bank account statements and account information presently in their possession, including the account number, of the estate account with Wachovia Bank; 2. The Court will authorize the issuance of a subpoena to Wachovia Bank prepared by Petitioner's counsel for any information regarding the account which is not thus supplied by the personal representatives' counsel; and ~J s I* F~ 3. It is understood that Petitioner's counsel will be filing an additional petition or motion as he deems fit in tr:is case to secure further relief from the Court. By the Court, Neil W. Yahn, Esquire P.O. Box 650 Hershey, PA 17033 For Petitioner Benjamin J. Butler, Esquire Ronal3 E. Butler, Esquire 500 North 3rd Street 12th Floor Harrisburg, PA 17101 For Respondent :mae ~ TRUE COPY FROM RE un1 In timony ~-~~'°~, I h peal set ~ hand and ~f sa ~ arlisle, PA i~o ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: ESTATE OF GLENN EDWARD GARRISON NANCY J GARRISON PETITIONER THOMAS E GARRISON RESPONDENT CUMBERLAND COUNTY PENNSYLVANIA NO. 21-03-0802 CERTIF ICATE OF SERVICE OF ORDER ORDER DATE: 03-22-10 JUDGE'S INITIALS: JWO TIME STAMP DATE: 03-23-10 IN RE: ORDER OF COURT IN RE STATUS CONFERENCE SERVICE TO: NEIL W YARN ESO BENJAMIN JBUTLER ESO /RONALD E BUTLER ESO METHOD OF MAILING: ENVELOPES PROVIDED BY: ® USPS ^ PETITIONER ^ RRR ^ JUDGE ^ HAND DELIVERED ^ CLERK OF ORPHANS COURT ^ OTHER MAILED: 03-23-10 SERVICE TO: METHOD OF MAILING: ENVELOPES PROVIDED BY: ^ USPS= ^ PETITIONER ^ RRR ^ JUDGE ^ HAND DELIVERED ^ CLERK OF ORPHANS COURT ^ OTHER MAILED: Depu Clerk Orphans' Court Neil W. Yahn, Esquire Attorney LD. No. 82278 James Smith Dietterick & Connelly, LLP P.O. Box 650 Hershey, PA 17033 (717) 533-3280 Attorneys for Petitioner IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF GLENN EDWARD GARRISON NANCY J. GARRISON, Petitioner THOMAS E. GARRISON, DEBRA J. GARRISON, and MICHAEL G. GARRISON, Respondents No. 21-2003-0802 (^7 O t_ ' IT1 -.. - ~ ~~ r _ - - ~ _ __, _- - ~ } ~ _ ~ ~_~ ._ ,=ri .~ • _ N '~ AMENDED PETITION FOR CITATION TO SHOW CAUSE WHY AN INVENTORY AND ACCOUNTING SHOULD NOT BE FILED BY RESPONDENTS WHILE ACTING AS ADMINISTRATORS FOR THE ESTATE OF GLENN EDWARD GARRISON TO THE HONORABLE JUDGES OF SAID COURT: Petitioner, Nancy J. Garrison (herein "Petitioner"), by and through her attorneys James, Smith, Dietterick and Connelly, LLP, alleges upon valid information and belief, as follows: THE PARTIES 1. Petitioner is an adult individual currently residing at 6202 Westover Drive, Mechanicsburg, Pennsylvania, 17050 and is a creditor of the Estate of Glenn Edward Garrison (herein the "Estate") ., I~ w- 2. Respondent, Thomas E. Garrison, is an adult individual, with the last known address at 10393 Ashley Circle NW, Silverdale, Washington, 98383 and is a son of the Decedent, Glenn Edward Garrison (herein "Decedent"). 3. Respondent, Debra J. Garrison, is an adult individual, with the last known address at 429 Country Court, Mount Laurel, New Jersey, 08054 and is the daughter of the Decedent. 4. Respondent, Michael G. Garrison, is an adult individual, with the last known address at 590 Matamoras Road, Halifax, Pennsylvania, 17032 and is a son of the Decedent (herein "Respondents" collectively or individually by first name). 5. The Decedent died October 3, 2003 a resident of Cumberland County Pennsylvania with a last known address of 5215 Simpson Ferry Road, Mechanicsburg, Pennsylvania 17050. 6. On or about October 6, 2003, Respondents were granted Letters of Administration for the Estate (see Exhibit "A").l JURISDICTION & STANDING 7. The Orphans' Court has jurisdiction over this matter pursuant to 20 Pa. Cons. Stat. § 711 and venue is appropriate as per 20 Pa. Cons. Stat. § 722 as the Decedent died in Cumberland County. 8. Petitioner has standing to file this petition as a creditor of the Estate of the Decedent. 9. Respondents, as Administrators, are obligated to exercise their duties fairly and impartially to the creditors and beneficiaries as set forth under the Will, keep assets separate from Petitioner, after a conference with the Court, was granted authority to include Debra and Michael Garrison (see Exhibit "B"). those of their own, and exercise reasonable caution and prudence in the exercise of such powers, and keep a full and accurate accounting and record of all actions, receipts and disbursements on behalf of the Estate (hereinafter the "Accounting") FACTS AND ALLEGATIONS 10. Decedent and the Petitioner were divorced pursuant to a Divorce Decree indexed to No 96-6407 Civil whereby the Petitioner was awarded the sum of $30,000 by which a claim was filed against the Estate (herein the "Claim" which has been attached hereto and marked as Exhibit "C") 11. On or about December 20, 2004, Respondents filed aREV-1500 Inheritance Tax Return for the Estate (as set forth in the attached Exhibit "D") in which the Claim was appropriately identified on Schedule I therein. 12. However, despite the Petitioner's repeated request to be paid, the Respondents have not only failed to address the Claim but have proceeded to deplete Estate assets by issuing the following disbursements to themselves: a. Check #1018 dated November 1, 2004 issued to "Anita J. Garrison" (wife of Respondent Michael) in the amount of Eleven Thousand Dollars ($11,000.00); b. Check #1020 dated November 2, 2004 issued to "Respondent Debra" in the amount of Eleven Thousand Dollars ($11,000.00); c. Check #1019 dated November 2, 2004 issued to "Cash" in the amount of Eleven Thousand Dollars ($11,000.00); d. Check #1042 dated June 19, 2006 issued to "Cash" in the amount of Two Thousand Four Hundred Thirty Five Dollars and Nine Cents ($2,435.09); and e. Check #1043 dated June 20, 2006 issued to "Cash" in the amount of Two Thousand Four Hundred Thirty Five Dollars ($2,435.00) (the foregoing checks have been attached and marked collectively as Exhibit "E") 13. Petitioner has repeatedly requested to address this matter however counsel has advised that the Respondents cannot be located. 14. Petitioner avers Respondents have willfully and purposely depleted the Estate to prevent Petitioner from receiving the proceeds of her Claim therefrom. 15. Petitioner avers that Respondents have not been cautious or prudent in their actions as Administrators. 16. Petitioner avers that the Respondents are not upholding their duties as Administrators and are intentionally depleting the Estate as well as engaging in dilatory tactics in the hopes this matter will simply disappear. REQUESTED RELIEF WHEREFORE, Petitioner respectfully requests that: 17. Respondents prepare and file with this Honorable Court an Accounting for their actions completed under the Estate of the Decedent from the date Letters of Administration were wanted until the date hereof in a form that satisfies the requirements of the Probate Code and the Fiduciary Accounting standards in the form as presented in Cumberland County O.C. Rule 6.1 and to account for any actions the Respondents may have taken on behalf of the Decedent under a Power of Attorney prior to his death; 18. Respondents shall return all assets of the Estate (including cash distributions) and must account for and inventory any and all assets that are in their possession belonging to the Estate, and pay all appropriate claims (including that of your Petitioner herewith) plus statutory interest; and 19. Such other relief as the Court deems proper. Respectfully submitted, JAMES, SMITH, DIETTERICK & CQNNEL>(.Y, LLP Date: ~ , ~# ~ ~ j, BY~ -_ NEIL WAR Attorney I.D. P.O. Box 650 ~ YAHN, ESQUIRE o. 82278 Hershey, P 17033 ('~ -3280 Attorney for Petitioner VERIFICATION PURSUANT TO PA R.C.P. No. 1024(c) NEIL WARNER YAHN, ESQUIRE, states that he is the attorney for the party filing the foregoing document; that he makes this verification as an attorney, because the party he represents lacks sufficient knowledge or information upon which to make a verification and/or because he has greater personal knowledge of the information and belief than that of the party for whom he make this verification; and/or because the party for whom he makes this verification is outside the jurisdiction of the Court, and verification of none of them can be obtained within the time allowed for the filing of the pleading; and that he has sufficient knowledge or information and belief, based upon his investigation of the matter averred or denied in the foregoing document; and that this statement is made subject to the penalties of 18 Pa. C.S. X4904, relating to unsworn falsification to authorities. Dated: S/~~'llu v ~: NEIL WA ER YAHN, E DIRE PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of ~~ ~~~ ~~r-~spn1 also known as ~R Deceased. Social Security No. 8' -a~-Z~F No. aC I - 4 3 -c~U ~ To: Register of Wills for the County of CvM ~ e rl4^.,~ in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appL, ~ S for letters of administration on the estate of (d.b.n.; pendente lire; durante absentia; durance minoritate) the above decedent. Decendent was domiciled at death in ~ County, Pennsylvania, with h ~ s last family or principal residence at SKl S S.M~~jo~~ Prra lZd /~c~cho~><s~,,ry ~~_ l7oSU (list street, number and municipality) then ~ years of age, died b~f~P~ ~,~ oCUy~ , k~ , at Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $ -SDOb.~ (If not domiciled in Pa.) Personal property in Pennsylvania $ rJ~4 (If not domiciled in Pa.) Personal property in County $ S(~iJp. w Value of real estate in Pennsylvania $ situated as follows: 703 ~Q~,~~ v$~,;; y THEREFORE, petitioner(s) respectfully appropriate form to the undersigned. request(s) the grant of letters of administration in the U r-. d '~ n a~ c o a •: ~'~ .-, ~ gip" ~ ~ ~ nitiOiYL 7 ~ N C bD 1-1-1 t A~1- ~ \ 1 Petitioner after a proper search ha_ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF The petitioner(s) above-named swear(s) or affirm(s) ,that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirm~~and subscribed v ~_ day of °' bef a me this - !^ ~ ~ '" 1~ X n~ru ~ n n .r, z '~ o0 ~~ U, ,~~C' egister l -"y~~ ~' No. ~~ - a~ - ~a Estate of ~ l " ^ ~~~-~ ~n n ~- ~" " ", ""'" ,Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW ~~~"~~'''~ ~ "~~~~ ~ ~ , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that THOMAS E GARRISON MICHAEL G GARRISON, AND DEBRA J GARRISON is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration azeherebygrantedto THOMAS E GARRISON MICHAEL G GARRISON AND DEBRA G RR N in the estate of i Register of Wills FEES Letters of Administration ..... $ ~ ` ~ Shord Certificates( ) .......... $ ~--~~ ATTORNEY (Sup. Ct. I.D. No.) Renunciation ......^ J • ~ • • $ ~o p ~ ~---- ~ ADDRESS TOTAL $~- Filed 1 ~.: ~ -. ~.~...... A.D. ~~ ~9,{_l ~-r- ~~_ (~ PHONE C~JZ ~-n ~JV~-~l.C IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF GLENN EDWARD ORPHANS' COURT DIVISION GARRISON NANCY J. GARRISON, Petitioner THOMAS E. GARRISON, C~ Respondent NO. 21-2003-0802 t=.p ~ - -- ~ _ r' - ~ ~ ,,~ ~ _ -, -!,~ -. F ~ (~1 -_~ W IN RE: STATUS CONFERENCE J~~~7 ORDER OF COURT "~ ~ ~ '.: .. _ `_~, AND NOW, this 22nd day of March, 2010, upon tv consideration of the Petition for Status Conference filed on behalf of Nancy J. Garrison, and following a status conference veld in the chambers of the undersigned judge on today's date, at which Petitioner was represented by Neil W. Yahn, Esquire, and the Respondent, Thomas E. Garrison, co-administrator of the estate of Glenn Edward Garrison, was represented by Benjamin J. Butler, Esquire, and Ronald E. Butler, Esquire, who also represent the other co-administrators of the estate (M~_chael G. Garrison and Debra J. Garrison), and it appearing that Respondent has not complied with an Order of Court signed by the Honorable Edgar B. Bayley on April 1, 2008, directing the filing of an accounting, it is ordered and directed as follows: 1. Counsel for the personal representatives are directed, within 10 days of the date of this order, to furnish to Petitioner's counsel any estate bank account statements and account information presently in their possession, including the account number, of the estate account with Wachovia Bank; 2. The Court will authorize the issuance of a subpoena to Wachovia Bank prepared by Petitioner's counsel for any information regarding the account which is not thus supplied by the personal representatives' counsel; and 3. It is understood that Petitioner's counsel will be filing an additional petition or motion as he deems fit in this case to secure further relief from the Court. By the Court, esley O~~r, 4J~`. , J. Ne; W . Yahn, Esquire ~ ~ TRUE COPY FROF;iI RECORp In Testimony wherof, I hereunto . O . Box 6 5 0 set my hart! mnd the seal Hershey, PA 17033 of sstisi Court at Carlisle, P~4 For Petitioner I Thi ~`aay of ;~ .- , ~ a Benjamin J. Butler, Esquire ,: __ Ronald E. Butler, Esquire ~ L~ ``x ~ ~ ~~ Q~, 5 0 0 N o r t h 3 r d S t r e e t l C of the O-phans Court 12 t h Floor Gun-berland County Harrisburg, PA 17101 For Respondent mae IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS ESTATE OF GLENN EDWARD :CUMBERLAND COUNTY, PENNSYLVANIA GARRISON, :ORPHANS' COURT DIVISION DECEASED NO. 21-03-0802 CLAIM TO THE CLERK OF THE ORPHAN'S COURT DIVISION: Enter the claim of Nancy J. Gamson, 6202 Westover Drive, Mechanicsburg, Pennsyh~ania 1700 in the amount of $30,000.00 against this Estate. The basis of the aforesaid claim is as follows: Pursuant to the Order of Cumberland County Court dated December 20,. 1999 incorporated in the Divorce Decree indexed to No. 96-6407 Civil, in the said court, the sum of $25,000.00 was awarded pursuant to Paragraph 10 of the Order and the sum of $5,000.00 was awarded pursuant to Paragraph 13 of the said Order. Written notice of said claim was given to the Estate of Glenn Edward Gamson, c/o Ronald D. Butler, Esquire, Butler La~~ Firm, P.O. Box 1004, Hamsburg, PA 17108-1004. Respectfully submitted, JAMES, SMITH, DIETTERICK & CONI~~LLY LLP Date: ~~,~ ~`~~~~~ P.O. Box 650 Hershey, PA 17033 (717) 533-3280 Attorneys for Nancy J. Garrison, Claimant ~:-.:c.- :~ .:r..::~ o=:::-s.~,,;s~'~=~~::: e•:-zo=~:~<::o-`:o>::~e~:~.~~::~:e=-~~~r.~ ~~~::_~:, ..: s ..f,:...e-<~~>::.+ ..e:~:::~~~~a _..e~:<:.,;e ~~ ,~; ;•.: t 1` ie ~ (ii ..: ~ r •:( 8' ~ T~ ~O~T O~ ~OO ~~~.~ ~~: ~.; ~ .,. >: ~ ~` ~ ~' ~? TATS Oi= ~' ~~-~' ~ PE!'~IC~IA. } -~;~-- x,,x . ~~ ~ 5 ~~ NANCY J. GARRISON, ~, -------~----------------------•-------------------- I , 96 - 640.7 CIVIL Nc~ ......................... ..................19 a Plaintiff ------------------- Versus ` e -. 3 j ,.,. GLENN E. GARR.ISON, ---------------- ~ o e Defendant g ------------------ - --------------_.__-._.-.-_._--.-._-.-___--.._.---....______-.._ ~ r, ii P ~;' ~~ ~; n~~~~~ ~t~ a1~~7~~~ ~~ ~~' r AN ® N4V1/, ..December. 20 ............... 19 99• - • it is ordered and - ! :; °~ t s that Nancy J. Garrison .................................. decreed ~ ...... .plaintiff, . 1 ~. ~; ........ 1$ t Glenn E. Garrison ............................... .... and ...... , defendant, ,:.: - ~ .............. ,< t are divorced from the bonds of matrimony. 7 ...., ~ { ~? . ~ The court ret®ins jurisdiction of the following claims which have ~; been raised of record in this action for which a fin®! order hQS not yet ~ been entered; ;, :-. :-: ti The attached Order .is .hereby .incorporated, .but.not,merge~, , into, tn.is "~' ~: Decree in Divorce.. ..................................... ................... ~ r, s/ "' t.1 f~} ~ ' `f { ;~,s , ~~! r ~; r v< ' - - - Prothonotary T ;, i~ .e: :e~. F•..~a• NANCY J. GARRISON, IN THE COURT OF COMMON PLEAS Plaintiff :CUMBERLAND COUNTY, PENNSYLVANLA v. NO. 96 - 6407 CIVIL GLENN E. GARRISON, :CIVIL ACTION -LAW Defendant : IN DIVORCE ORDER AND NOW, this ?~~~y"`` day of ~?,~,,~,~~; 1999, IT IS HEREBY ORDERED AND DECREED THAT: 1. Nancy J. Garrison, Plaintiff, and Glenn E. Garrison, Defendant, are divorced from the bonds of matrimony. ?. The Report and Recommendations of the Special Master is hereby approved. 3. Within 30 days of the date of this Decree, husband shall vacate the residence at 6202 Westover Drive, Mechanicsburg, Penrsylvania, and provide to wife a special warranty deed transferring all his right, title and interest in said property to wife. However, Wife will take the property, subject to the existing mortgage in favor of Fleet Mortgage Corporation, and indemnity and save husband harmless on account of any claims which may be made by Fleet Mortgage Corporation against husband. Any liens which may be against the property, other than the mortgage, will be husband's sole and separate responsibility. 4. Wife shall be entitled to retain her IR.A and her pension with the PSERS free of any claims by husband. 5. Husband shall transfer to wife, within 30 days of this Decree, the title to the 1990 Pontiac Grand Prix automobile. 6. Husband shall be entitled to retain all his shares of stock in the comoration known as Interpak Systems, Incorporated, free of any claims by wife. 7. Husband shall retain any IRAs which he owns, whether they are marital or nonmarital or a combination thereof, free of any claims by wife. 8. Husband shall retain, as his sole and separate property, the 1994 Oldsmobile Del;a 88 automobile or any automobiles that he has acquired subsequent. 9. Husband shall leave in the marital residence, upon his vacation of the property, the following items of household property: The washer and dryer, the couch, chair, leather recliner, and the king-size bed, mattress and box spring. Any and all personal separate property of the husband, with the exception of items awned by wife prior to the marriage which husband shall leave on the premises when.he vacates. 10. Husband shall pay to wife the sum of $25,000.00, which shall be rolled out of his IRA. If there are no IRAs existing ov~~ned by husband, then husband shall pay to wife the sum of X25,000.00 in cash. The roll-over or payment of cash to wife shall occur within 30 days of this Decree. 11. The parties will sign all titles and documents necessary to transfer ownership of assets to each of the parties as herein provided in the distribution of assets set forth above so that all transfers aze accomplished within 30 days of this Decree. 12. Husband shall pay to wife alimony in the sum of $800.00 per month through the Cumberland County Domestic Relations Office to begin upon the entry of a Divorce Decree in these proceedings. The amount and duration of alimony shall be subje~ to moaification and termination on petition of either party as allowed under Section 3701(ej of the Domestic Relations Code, Specific Termination provisions in the Domestic Relations Code will also apply. 13. Husband shall pay to wife within 30 days of this Decree, the sum of X5,000.00 which will be applied to wife's counsel fees and appraisal fees. BY THE COURT: 15 ! ~ ~=' ~~ fir' ~' J 1. IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS ESTATE OF GLENN EDWARD :CUMBERLAND COUNTY, PENNSYLVANIA GARRISON, :ORPHANS' COURT DIVISION DECEASED NO. 21-03-0802 CERTIFICATE OF SERVICE I, John J. Connelly, Jr., Esquire, of James, Snuth, Dietterick & Connelly, LLP attorney for the Claimant, Nancy J. Garrison, hereby certify that I have served a copy of the foregoing Claim on the following on the date and in the manner indicated below: U.S MAIL, FIRST CLASS, PRE-PAID Ronald D. Butler, Esquire P.O. Box 1004 Harrisburg, PA 17108-1004 JAMES, SMITI3, DIETTERICK ~C: CONNELLY LLP Date: ~~-- ~~ - ~' ~ B. Hershey, PA 17033 (717) 533-3280 PA LD. No. 15615 REV-7500 EX ~ ;6.001 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) E- Z Garrison, Glenn, Edward 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (schedule D) (4) 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) Separate Rifling Requested 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (7) (Schedule G or L) ~ DATE OF DEATH (MM-DD-Year) DATE OF 81RTH (MM-DD-Year) O U 10/03/2003 03/01/1938 l1J (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) O w OriginalRetum a 1 ~ 2. SupplementalRetum ~ 3. RemainderRetum (dale or deathpnormlz-I~-e2) a ~ a Y . ~ 4. Limited Estate ~ 4a. Future Interest Compromise (date ordeam after rz-rz-a21 ~ 5. Federal Estate Tax Retum Required U ~ am 6. Decedent Died Testate (Attacn tour orwq ~ 7. Decedent Maintained a Living Trust (Atracn Dopy orTrusq ~ 8. Total Number of Safe Deposit Boxes a a ~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (dale or death betweee a-3r-ei and t•r-ss) 11. Election to tax under Sec. 9113(A) (AUacn stn o1 ~ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE.AND GONFiDENTIAL TAX:tNEORMA.{ IUN ~„vu~u est uuee~ rcu av: Z NAME COMPLETE MAILING ADDRESS °z Ben'amin J. Butler 500 N. Third Street a FIRM NAME (If Applicable) Butler Law Finn P.O. Box 1004 ~ TELEPHONE NUMBER 0 717.236.1485 ~ Harrisbur PA 17108-1004 OFFICIAL USE ONLY Z Q J f- a U W r-3 c~ 0 c- Ta. -,.. W "',7 ~_~ n ` __' _~ Fi 'r'1 = ~:7 C=i . -~ ~ _:- C=j -- !-n ..>;~ ($) 122,586.38 8. Total Gross Assets {total Lines 1-7) 9. Funeral Expenses 8 Administrative Costs (Schedule H) (9) 14,195.04 69,893.09 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) (11) 84,088.13 1 t. Total Dedudfons (total Lines 9 & 10) (12) 38,498.25_ 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental 8equesLslSec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 38,498.25 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z O H Q F- O,. O U x Q F- 15. Amount of Line 14 taxable at the spousal tax 0.00 X (15) rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 38,498.25 X .045 (16} t7. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 18. Amount of Line 14 taxable at wllateral rate REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 0.00 X .t5 19. Tax Due 20. ~X • ` ' • • • • RF _SI~IRE TO ANSWER~L.L QUEST1t3NS-ON' RE~fERSE SIE OFFICIAL USE ONLY t `i S ~ AV ~ ( FILE NUMBER 2 1- 0 3 0 8 0 2 CWNTY CODE YFAR NUMBER SOCAL SECURITY NUMBER 1 8 4- 2 8- 2 4 4 6 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 118.125. _ O •~ _Y ~ ifs `~~) -' `mil =r S ^I __ ~ 0.00 1.732.42 0.00 (18) 0.00 (19) 1,732.42 IfAA f ti < < Decedent's Com lets Address: STREET ADDRESS 5215 Sim sort Pe Road CITY STATE PA ZIP 17050 Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments $4,500.00 C, Discount 1.732.42 Total Credits (A + B + C) (2) 4,500.00 3. InteresUPenalty if applicable D, Interest E. Penalty Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRfATE BLOCKS 1. Did decedent make a transfer and: Yes No p ........................................................................... ^ a, retain the use or income of the roperty transferred; X b. retain the right to designate who shall use the property transferred or its income : ........................................ ;.. retain a reversionary interest; or ...................................................................................................... ^ 0 d. receive the promise for life of either payments, benefits or care? ............................................................. ^ 0 2. If death occurred after December 12,1982, did decedent transfer property within one year of death ^ ^ without receiving adequate consideration? ............................................................................................... 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? ................. ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ^ ^ contains a beneficiary designalion? ....................................................................................................... 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 are that I Declaration of preparer o th'ar[ the pe SIGNATURE OF P RSQN RES , TUBE ezartmned this realm, including accompanying schedules and stalemenls, and to the best of my knowledge aria beast, rt ~ uue, correc[ ano compie[e. representatlve is based on all information of which preparer has any knowledge. FOR FILING RETURN 0.00 2,767.58 0.00 0.00 UAIt, 10393 shley Circle NW WA 98383 UAtt J - _3 - a s- ADDRESS S00 N. Third Sir , P.O. Box 1004 Harrisbur PA 17108-1004 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. §9116 (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 return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 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)]. 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. REV-1502 EX +- (6-981 SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Garrison Glenn Edward 21 03 08Q2 All real property owned solely or as a tenant in common must be reported at fau market value. Fair market value ~ defined as the pnce at which property would be exchanged between a willing buyer and a willing seller, neiUier being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real roe which is ' in -owned vrith ri M of survivorshi must be disclosed on Schedule.F. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER _ TOTAL (Also enter on line 1 ation (If more space s needed, insert additional sheets of the same size) REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RFSiDENT DECEDENT SCHEDULE B STOCKS & BONDS FILE NUMBER ESTATE OF 2 1 Garri on Tenn E w rd All property jointty-owned with right of survivorship must be disclosed on Schedule F. ITEM I _ DESCRIPTION NUMBER TOTAL (Also enter on line 2, Recapitwation) 5 VALUE AT DATE OF DEATH 0.00 (If more space is needed, insert additional sheets of the same size) REV-1504cX+(6-98) SCHEDULE C CLOSELY-HELD CORPORATION, COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR INHERITANCE TAX RETURN SOLE-PROPRIETORSHIP RESIDENT DECEDENT ESTATE OF FILE NUMBER Garrison Glenn Edward 21 03 0802 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 40.00 shares Intetpack Systems, Inc. -Redeemed by Corporation Pursuant to• Buy-Sell Agreement 118,125.00 contained in Section 6.06(c) of Corporate Bylaws (See Attached) T07AL (Also enter on line 3, Recapitulation) ~ b 1 18,125.00 (If more space is needed, insert additional sheets of the same size) REV-1508 EX * (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASHr BANK DEPOSITS, 8c MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT FILE NUMBER ESTATE OF mar t on Glenn Edward 21 03 0802 Indude the proceeds of IIUga4on and the date the proceeds were received by the estate Alf property jointly-owned with right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER $1,441.70 1, Wachovia Bank -Checking Account No. 1014146998139 with accrued interest of $0.00 $3,000.00 2. Final paychecks 3. ~ Cash $19.68 TOTAL (Also enter on line 5, Recapitulation) I b _ 4,461.3 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA {NHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY FfLE NUMBER ESTATE OF ~arnson Glenn Edward 21 03 _ 0802 ff an asset was made joint within one year of the decedenPs date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME B C TIONSHIP TO DECEDENT JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY 9'o OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. TOTAL (Also enter on line 6, Recapitulation) I $ (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 8 MISC. NON-PROBATE PROPERTY FILE NUMBER ESTATE OF - Garrison Glenn Edwar 21 03 0802 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 PROPERTY ITEM ~NC.UDE THE NAME OF THE TRANSFEREE, THEIR REUITIONSHIP TO DECEDEM ANO THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. NUMBER 1. DATE OF DEATH I % OF DECD'S I EXCLUSION TAXABLE VALUE OF ASSET INTEREST pF APFLicABIEI VALUE _ TOTAL (Also enter on line 7 Recapitulation) I S (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS rtwwci., ~....... ~.. ~,.. - FILE NUMBER ESTATE OF 1 0 0 0 Garrison G1 nn Edw r Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: I, Neill Funeral Home, Inc. 2. Grandview Cemetery B. DESCRIPTION ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(syEIN Number of Personal Representative(s) Street Address City State ZiP Year(s) Commission Paid: 2 Attorney Fees Butler Law Firm 3 Fatuity Exemption: (If decedents address is not the same as Gaimants, attach explanation) ~~a~~~~a~~~ Street Address City State ZiP Relationship of Claimant to Decedent 4. I Probate Fees $ AccduntanCs Fees 6, Tax Return Preparers Fees ~, Cumberland Law Journal -Estate Advertising g. The Sentinel -Estate Advertising 9. Interpack Systems, Inc. -Replacement W-2 Forms 10. Cumberland County Register of Wills -Additional Short Certificate 11. Photocopies 12. Present Owner Search 13. Wachovia Bank -Account Maintenance Fee 14. Overnight Mail 15. Cumberland County Register of Wills - PA Inheritance Tax Return and Inventory Filing Fee 16. Cumberland County Register of Wills -Account Filing Fee TOTAL (Also enter on line 9, Recapitulation} (If more space s needed, inseR additional sheets of the same size) AMOUNT 3 $6,045.32 $1,395.00 $5,903.46 235.00 $75.00 $129.96 $30.00 $3.00 $0.30 $30.00 63.00 60.00 25.00 zoo.oo 14,19. REV-1.;12 EX ~ {6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER ~ ~ u~ Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION I• 1999 Federal Income Tax (paid after date of death} 2. 2000 Federal Income Tax (paid after date of death} 3. 2001 Federal Income Tax (paid after date of death) 4. 2002 Federal Income Tax (paid after date of death) 5• 2003 Federal Income Tax (paid after date of death) 6. IRS penalties and interest (Estimate) ~• Greenwood Trust Company (Discover Card) -Judgment 1999-2889 8• Sherman Acquisition II LP c/o Allied Interstate 9. Charles R. Inners, M.D. c/o Commercial Acceptance Company 10. Outlook Pointe At Dillsburg 11. Dillsburg Ambulance c/o ProMed Services, Inc. 12. Davis Pulmonary Associates c/o Penn Credit Corporation 13. Physicians of Rehabilitation, Industrial & Spine Medicine, P.C. c/o Credit Plus Collection Services 14. East Pennsboro Ambulance Service, Inc. I5. Holy Spirit Hospital TOTAL (Also enter on line 10, Recapitulation) S (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 69,893. . Continuation of REV-1500 Inheritance Tax Return Resident Decedent Garrison, Glenn, Edward Decedent's Name 2 ~ Page 1 Schedule I -Debts of Decedent, Mortgage Liabilities, 8~ Liens ITEM NUMBER DESCRIPTION 16. Nancy J. Garrison c/o James Smith Dietterick & Connelly, LLP (Disputed) SUBTOTAL SCHEDULE I 03 0802 File Number AMOUNT 3~ -. 30,000.00 GRAND TOTAL SCHEDULE I I 3 _ 69,893.09 REV-1513 EX + (4_nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF _ Garrison lenn rd NUMBER NAME AND ADDRESS OF PERSONS} RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [indude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Thomas E. Garrison 10393 Ashley Circle NW Silverdale, WA 98383 2. Michael G. Garrison 590 Matamoras Road Halifax, PA 17032 3. Debra J. Garrison 429 Country Court Mt. Laurel, NJ 08054 FILE NUMBER __ 21 0'~ RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lineal , Lineal Lineal AMOUNT OR SHARE OF ESTATE 12,832.75 12,832.75 12,832.75 ~ I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON L1NES 15 THROUGH 18 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON TAXABLE DISTRIBUTIONS. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET i S (If more space Is needed, insert additional sheets of the same size) __ _ REDS Page 27 of 46 ESTATE pF G~ENts E. GARRISON 3-56/310 ~ 1018 THOMAS E. GARAtSON, EXECUTOR ~~ _~_~ g ode of ~ ~~~~~~ a ~ $ ~~ b~,_p, ~~~ ~.._~. -' wA,c~OVrA. Waci~ovia Sank, HA. wachov,a.ca f -- y ~:0 3 LODO 50 3~: 20000 1 2 3 6 3 ~' l0 ~8 ,x'000 i ~OOODO,~' ~- ; , m ~ _ G ,,, '~ . D ~ ~ r - - p J ~ I _ >> - ~= _ D ~~ t ' ~ a - - ~~ . ~ _ .° , ---; _ ~_. -c 9318 11 ~.TO~ $~i( 1~~313014Z~~ Vr ~- C~.LELTIir~ 5~; 11-19-t}4 131~`367d Std-~ 1t14 ~?.~ ,319~~?~19 ~ai575~1 _ . ,. _~ m 2 O m -: w i REQUEST 00004221929000000 11000.00 ROLL ECIA 20041112 000008427504829 JOB ECZA P ACCT 0752000012366633 REQUESTOR A367175 1757662 05/10/2010 Subpoena Processing East Y1372-110 Philadelphia PA 19101 REDE Page 26 of 46 ~.- ESTATE pF GLENN E. GARRISON ~~~10 ~ Z O 2 0 ^- THOMAS E. GARRISON, EXECUTOR ~' / ~'~ ~de of _~~~rst~ ~ f ~ ~~ OD~f rv ~--' - ~,~ _1- p wA+cxOVIA ~ Wachovia Ban4c, f1A. c gvi8. Om ~:0 3 1000 50 3~: 20000 L 2 3 5 10 20 ~~'000 1100000~~' oz3a ~~ssso . _ "- k004 B4 2 F' 1 ~ ~~ ~~ ~~ ~" S1/Oy/~004 _ f g ? ~ ~- [ = ~ t _s 1 ` ; m~~rTi~ ~ ~ ~ t ~ ~ III 6 - J -- ___ ___ REQUEST 00004221929000000 11000.00 ROLL ECIA 20041110 000000525099335 JOB ECIA P ACCT 0752000012366633 REQUESTOR A367175 1?57662 05/10/2010 Subpoena Processing East Y1372-110 Philadelphia PA 19101 >031 EQ1 J6O'C m ., OMMEkCE gE':P~K N C ~HEkT~ H IbL , NJ W ^~ n GJ -~ ~~ ~ - t~ 1,,,i o' v - -+ Q ~ n 7 ..J ^.', . J ~~ C) _ D 1 ~ _~ , C~~ n3~~ _ Q ?' O v+ . s ~ `` ~ ~ . -, ~= rn REDE Page 25 of 46 __ i 3-50/310 ~ 1 ~ 19 ESTATE OF GLENN E. GARRISON THOMAS E. GARRISON, EXECUTOR ~~ Z~Y l" `7'~~'~-'' ~' 4G ._. ~.._~ j'1rAiCHOVIA Wachovia Bank, NA wachovia.com '~7,4~ri ~:0 3 1000 50 3~: 20000 i 2 3 r i0 i9 .''000 1 LOOOD0~1' 07la4aeeeE ° ~' 1 ! 05c00.4 ~ -` ~ ~~ 03 ! b00040 FRB-P}i 3 LA ~ v -; : ~, ~ ENT=04b7 TRC-0488 PK-02 `-'= ~ ~ - m - _ - 4v ~ R ~ v . , -ta _ r, T j_ -A ~ i. - C ~ 1 L+. ~ `- .J ~ (F£9 SEATiE.E ~58-~9I-1 8~1~if ~ o = - = - v, --- - `- _ H • ~ ~. ..• •~ ~~ « ti L•. .. * • _ 2 m i REQUEST 00004221929000000 11000.00 ROLL ECL~ 20041105 000000523551376 JOB ECA P ACCT 0752000012366633 REQUESTOR A367175 175766 05/10/2010 Subpoena Processing East Y1372-110 Philadelphia PA 19101 r REDE Page 45 of 46 ESTATE OF GLENN E. GARRISON a-5ora~o ~` i 0 4 2 THOMAS E. GARRISON, EXECUTQR ~c o~rdct of ~ ~~--`~~c~ ~ ~- ~~~ r.~ ~~, ~.. ,~- a ~..._ 4.._... w~,c~ovrA Wact~wsa Bank, NJ1. ~ractwv~^ com O~II,~L~f~s' '~ --- ar ~:0 3 X000 SO 3~: 20000 ~ C 366 3 3~' i0~. 2 x'0000 ~~+ 3 5 29~r' flSSB195a70 OE~21 ~p006 9~£bT 90/~T/90 -jb1.~b~~9Sr~C- } ~, ~f T _ __~ ~~ ~~ ~: REQUEST 00004221929000000 2435.29 ROLL EC1A 20060621 000008628449274 JOB ECIA P ACCT 0752000012366633 REQUESTOR A367175 1~5766~ 05/10/2010 ZOL~9£LSTT00 0 Un tiNN3If1 n~ Q3.~ bN - h1Ntr IISCtd~~I 0 Subpoena Processing East Y1372-110 Philadelphia PA 19101 ...y.. _ rr ~" ESTATE OF GLENN E. GARRISON THOMAS E. GARRISONS EXECUTOR ~~~~~w . 8 ~~... o.._.,, w~xavrA ~ . Wachovia ae„k, N.A. ~ r wachovia.com ~~:0 3 L000 50 3~: 20000 i 2 3666 3 3~~' X04 3 .'0000 2~ 3 500~~' ]515058243 Ob2220O6 Q3S000040 FRB-PNILA ENT=1037 TRC=1037 pK-24 ._ ~ .. D C ~ ~~i~aT . _ •- __ Y - ~ -~25b074974C- Ob/20/Ob 939 _. ~ _ ~ - _ '_ ~~ENNA VA 22180 703-255-8b2~. b4 0120 120 :0~'O~bOII573b47b2 ` .~. `' ~. REQUEST 00004221929000000 2435.00 ROLL ECIA 20060622 00000012.6056678 JOB EC-:A P ACCT 0752000012366633 REQUESTOR A367175 1757662 05/10/2010 Subpoena Processing East Y1372-110 Philadelphia PA 19101 REDE Page 46 of 46 ~-3wa,Q +i~- 10 4 3 ~. Neil W. Yahn, Esquire Attorney LD. No. 82278 James Smith Dietterick & Connelly, LLP P.O. Box 650 Ilershey, PA 17033 (717) 533-3280 Attorneys for Petitioner IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF GLENN EDWARD GARRISON NANCY J. GARRISON, Petitioner THOMAS E. GARRISON, DEBRA J. GARRISON, and :MICHAEL G. GARRISON, Respondents No. 21-2003-0802 CERTIFICATE OF SERVICE AND NOW, this ~`~~ day of May, 2010, I, Neil W. Yahn, Esquire, do hereby certify that I served a true and correct copy of the foregoing Petition upon the following below-named individual(s) by depositing the same in the U.S. Mail, postage pre-paid at Hershey, Dauphin County, Pennsylvania: SERVED UPON: Benjamin J. Butler, Esquire Butler Law Firm 500 North 3`d Street, 12th Floor Harrisburg, PA 17101 Attorney for Respondent Thomas Debra J. Garrison 429 Country Court Mt. Laurel, NJ 08054 J eil W. Y hn, Esquire ttornev I. . #82278 Michael G. Garrison 590 Matamoras Road Halifax, PA 17032 CK & CONNELLY, LLP ~Y ~ a zoo Neil W. Yahn, Esquire Attorney I.D. No. 82278 James Smith Dietterick & Connelly, LLP P.O. Box 650 Hershey, PA 17033 (717) 533-3280 Attorneys for Petitioner IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF GLENN EDWARD GARRISON NANCY J. GARRISON, Petitioner THOMAS E. GARRISON, DEBRA J. GARRISON, and MICHAEL G. GARRISON, Respondents c7 ~.,~ No. 21-2003-0802 ~ ~ :_:~-, -~? ca '4~ ~ :. , ~.. ~~~'' ~ r..- ~ -- ~~-,_~ .,a ,.. ..~ ,~,. ~ . _ . ,. .. ~ ~ t~ ' , , LC+ CITATION TO SHOW CAUSE AND NOW this ~ ~~ da of ~ 2010 u on consideration of the ~~ Y ~ foregoing Petition, a Citation is hereby entered against Respondents to show cause why an Inventory and Accounting should not be filed for their actions completed under the Estate of Glenn Edward Garrison, from the date Letters of Administration were issued until the date hereof in a form that satisfies the requirements of the Probate Code and the Fiduciary Accounting standards in the form as presented in Cumberland County O.C. Rule 6.1; why Respondents should not return all assets of the Estate (including cash distributions) and why Respondent should not account for and inventory any and all assets that are in their possession belonging to the Estate, and why Respondent should not pay all appropriate claims (including that of your Petitioner herewith) plus statutory interest; and; and such other relief as this Court deems proper. Rule returnable in writing twenty (20) days from the date of service. BY THE COURT: ~~ J. Distribution List: Neil W. Yahn, Esquire, James Smith Dietterick & Connelly, LLP, P.O. Box 650, Hershey, PA 17033; Attorney for Petitioner Benjamin J. Butler, Esquire, Ronald E. Butler, Butler Law Firm, 500 North 3rd Street, 12th Floor, Harrisburg, PA 17101; Attorneys for Respondent Thomas E. Garrison Debra J. Garrison, 429 Country Court, Mount Laurel, NJ 08054; Respondent Michael G. Garrison, 590 Matamoras Road, Halifax, PA 17032; Respondent ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: GLENN EDWARD GARRISON CUMBERLAND COUNTY PENNSYLVANIA ~' NO. 21-03-0802 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: OS-14-10 JUDGE'S INITIALS: JWO TIME STAMP DATE: 05/17/10 IN RE: CITATION TO SHOW CAUSE SERVICE TO: DEBRA GARRISON, MICHAEL GARRISON, BENJAMIN BUTLER ESQ, NEIL W YARN ESQ METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: S_1 g- N O ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT D ty Clerk of Orphans' Court Benjamin J. Butler, Esquire I.D. #81948 Butler Law Firm 500 N. Third Street, 12th Floor P.O. Box 1004 Harrisburg, PA 17108-1004 (717) 236-1485 Attorneys for Respondents IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTYg PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: No. 21-2003-0802 ESTATE OF GLENN EDWARD : C GARRISON ~ ; ~ ~ K ~~~ Y ~ ,,~~ x. ~, ; ~,. NANCY J. GARRISON, rn K ~-~ ~ ~ N ~ ` ::,~ ~. ~~_ Petitioner : ~ c ~ c~ . _,, ~~~= ~ ~: _ , t.~ -n '~ ~._._ ~3 . _ ~ ..... . _,_, •ay _. . ~ i -r ~.....1 ': THOMAS E. GARRISON, ~ ; -~ ~'+ . " ~~ I"T`i DEBRA J. GARRISON, ~,,~, `~'~ MICHAEL G. GARRISON, ; Respondents : REPLY TO CITATION TO SHOW CAUSE TO THE HONORABLES JUDGES OF SAID COURT: AND NOW comes Thomas E. Garrison, Debra J. Garrison and Michael G. Garrison, Respondents, by and through their attorneys, Butler Law Firm, and file this Reply to Citation to Show Cause: Respondents will file an Accounting for their actions completed under the Estate of Glenn Edward Garrison from the date Letters of Administration were issued through May 14, 2010 in a form that satisfies the requirements of the Probate Code and the Fiduciary Accounting standards in the form as presented in Cumberland County O.C. Rule 6.1 on or before July 23, 2010, the last day for filing Accounts in the Orphans' Court for the confirmation of Accounts to be held on August 24, 2010. All assets of the Estate shall be accounted for in the Accounting to be filed. Respondents shall account for any and all assets that are in their possession belonging to the Estate. All claims, including any claims of the Petitioner, will be addressed in the Accounting. Dated: ~/~~~(o Respectfull ub fitted. ~~ _._ Benjamin J. Butler, Esquire I.D. 81948 Butler Law Firm 500 N. Third Street P.O. Box 1004 Harrisburg, PA 17108 (717) 236-1485 Attorney for Respondents Benjamin J. Butler, Esquire I.D. #81948 Butler Law Firm 500 N. Third Street, 12th Floor P.O. Box 1004 Harrisburg, PA 17108-1004 (717) 236-1485 Attorneys for Respondents IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE ESTATE OF GLENN EDWARD GARRISON NANCY J. GARRISON, Petitioner THOMAS E. GARRISON, DEBRA J. GARRISON, MICHAEL G. GARRISON, Respondents No. 21-2003-0802 CERTIFICATE OF SERVICE AND NOW, this ,;.~ ~ day of May, 2010, I, Benjamin J. Butler, Esquire, do hereby certify that I served a true and correct copy of the foregoing Reply to Citation to Show Cause upon. the following below-named individual by depositing the same in the U.S. Mail, postage pre-paid at Harrisburg, Dauphin County, Pennsylvania: SERVED UPON: Neil W. Yahn, Esquire James, Smith, Dietterick & Connelly, LLP P.O. Box 650 Hershey, PA 17033 Attorney for Petitioner ~~~. Benjamin J. Butler, Esquire Attorney I.D. #81948 IN RE: ESTATE OF GLENN EDWARD GARRISON NANCY J. GARRISON, Petitioner v. THOMAS E. GARRISON, DEBRA J. GARRISON, MICHAEL G. GARRISON, Respondents IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA OPHANS' COURT DIVISION N0.21-2003-0802 ORPHANS' COURT IN RE: PETITION AND AMENDED PETITION FOR CITATION TO SHOW CAUSE WHY AN INVENTORY AND ACCOUNTING SHOULD NOT BE FILED BY RESPONDENTS WHILE ACTING AS ADMINISTRATORS FOR THE ESTATE OF G LENN EDWARD GARRISON ORDER OF COURT AND NOW, this 28th day of May, 2010, upon consideration of the above- captioned petition and amended petition, and of Respondents' Reply to Citation To Show Cause, and without objection on the part of Neil W. Yahn, Esq., Attorney for Petitioner, the petition and amended petition are deemed moot without prejudice to Petitioners' right to refile the petition in the event that Respondents do not act in accordance with the representations in their Reply BY THE COURT, ,. ~~ ~, f. ;; 1 J J: ~esley O Jr., c~ "~ ` ,.,. Q ~ ~'~ ,,. _ , ,, ;--- Neil W. Yahn, Esq. '~;;> ~ ~ rv -- P.O. Box 650 ~.:,~~~ ~~_~ __ Hershey, PA 1703 3 ~ `~ ~' ~ ~ ~ ~ ' Attorney for Petitioner ~ --+ ti~ w~~~ r-- rv ~_: ~ c---~ cr . , .T,v ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: GLENN EDWARD GARRISION NANCY J GARRISON PETITIONER V THOMAS E GARRISON DEBRA J GARRISON MICHAEL G GARRISON CUMBERLAND COUNTY PENNSYLVANIA NO. 2I-03-0802 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: OS-28-10 JUDGE'S INITIALS: JWO TIME STAMP DATE: 05/28/10 IN RE: ORDER OF COURT SERVICE TO: NEIL W YAHN ESQ BENJAMIN BUTLER ESO METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: OS-28-10 ENVELOPES PROVIDED BY: ^ PETITIONER ® JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT a-~ Benjamin J. Butler, Esq~ 500 N. Third Street, 12 Floor P.O. Box 1004 Harrisburg, PA 17108-1004 Attorney for Respondents :rc d ~~A DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF GLENN EDWARD GARRISON No. 2103-0802 DECEASED PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 O O ~. r r'~ m N °.~~ N ±`~«d ~ <~ o -T, ~ ~~ '~.F) N -n -"~ 3> Cn W ~7 Ca ) ~..~ i~~Tl ~. _ ,.-7 ,,.:~~ -, ; ~= m :: ~ ~j This form may he used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Benjamin J. Butler, Esquire Supreme Court I.D. No.: 81948 Name of Law Firm: Butler Law Firm Address: 500 N. Third Street, P.O. Box 1004, Harrisburg, PA 17108-1004 717-236-1485 Fax: 717-236-7777 Form OC-0/ rev. 10.13.06 Page 1 of 10 Estate of GLENN EDWARD GARRISON 1. Name(s) and address(es) of Petitioner(s): Nmne: Michael G. Garrison Debra J. Garrison ,adere.:s: 4509 Berkley St 429 Country Ct Thomas E. Garrison Deceased 5789 NW Anderson Hill Rd Hbg, PA 17109 Mt Laurel, NJ 08054 Silverdale, WA 98383 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: none Is this the first accounting by this fiduciary? ..................... Yes Q No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on October 3, 2003 ~ Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on October 6.2003 Date of Will (f applicable): Date(s) of Codicil(s) (f applicable): Date of probate (different from date Letters granted): Was a bond required? [jYes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes 0 No Dates of advertising of the grant of Letters: The Sentinel - 12/17/03, 12/24/03 and 12/31/03; Cumberland Law Journal - 12/12/03, 12/19/03 and 12/26/03 Form oc-oi rcv. io.is.o6 Page 2 of 10 Estate of GLENN EDWARD GARRISON Deceased 3. Was decedent survived by a spouse? ............................. Yes ~ No If yes, name of the surviving 4. Has the surviving spouse filed to take an elective share? ............. Yes ~ No (See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) If yes, date of 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): 1. Michael G. Garrison -Son 2. Debra J. Garrison -Daughter 3. Thomas E. Garrison -Son 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes 0 No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... Q Yes 0 No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. mYes ~ No Form oc-o! rev. /0.!3.06 Page 3 of 10 Estate of GLENN EDWARD GARRISON Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. if Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address ojEach Par in Interest ~ Relationship and Comments i(an ~ Interest Thomas E. Gamson Son 1/3 intestate estate 5789 NW Anderson Hill Road (insolvent estate) Silverdale, WA 98383 Debra J. Garrison Daughter 1/3 intestate estate 429 Country Court (insolvent estate) Mt. Laurel, NJ 08054 Porm oc-ot rev. lo.ls.oe Page 4 of 10 Estate of GLENN EDWARD GARRISON in Interest Michael G. Garrison 4509 Berkley Street Harrisburg, PA 17109 Son and Deceased Interest 1/3 intestate estate (insolvent estate) B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. n/a C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O. C. Rule 12.4). n/a D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. n/a Form OGO! rev. !0.!3.06 Page 5 of 10 Estate of GLENN EDWARD GARRISON Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? Department of the Treasury $29,263.92 Wes ~ Yes Internal Revenue Service ^No ONo Kansas City, MO 64999 Nancy J. Garrison $30,000.00 Yes ^Yes c/o Neil W. Yahn, Esquire mNo ~No James Smith Dietterick & Connelly P.O. Box 650, Hershey, PA 17033 Greenwood Trust Company T/A $6,456.85 DYes Q Yes Discover Card ~No ~No c/o Kodak and Imblum, PC 407 N. Front St, Harrisburg, PA 17101 PA Department of Revenue $278.00 Yes ~ Yes Lobby, Strawberry Square ONo ~No Fourth and Walnut Streets Harrisburg, PA 17128-0101 If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. ~••. Acco/n4~ 11. Was family exemption claimed? ................................ ^Yes ~No Was family exemption allowed? ................................ Yes ~No Family exemption claimant's name and relationship: Name: Relationship. Form OC-0! rev. /0.13.06 Page 6 of 10 Estate of GLENN EDWARD GARRISON Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date 9/ 14/04 Refund Refund Pending Payment Interest 4,486.09 13.91 -2,753.67 -1,732.42 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ~ Yes No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: i>/a B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ^ Yes ~ No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form oc-ot reg. lo.ls.o6 Page 7 of 10 Estate of GLENN EDWARD GARRISON ,Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ~ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. n/a B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. Yes Q No 18. If a reserve is requested, state amount and purpose. Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ Yes ONo If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes ~No As to real estate only? ........................................ QYes ~ No Form oc-ol rev. /0.13.06 Page 8 of 10 Estate of GLENN EDWARD GARRISON Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awazded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shazes being stated in proportions, not amounts) aze as follows: A. Income: Proposed Distribalee(sJ None B. Principal: Proposed Distributee(sJ None AmoratdProportiorr $0.00 Amowt/Proportion $0.00 Submitted By: (All petitioners must sign. Add additional lines jf'necessary): Name ~~'etitioner: rr; sotJ Form oc-o~ rev, io.r3.o6 Page 9 of 10 Estate of GLENN EDWARD GARRISON Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Dtstributee(s) Amount/Proportion None $0.00 B. Principal: Proposed Distributee(s) Amount/Proportion None $0.00 Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of Petitioner: ~ c (~-,,,., ~ „~ Name of Petitioner: - Form OC-OI rev. 10.13.06 Page 9 of 10 Estate of GLENN EDWARD GARRISON Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: r~,~edUt+o-tbwree(a) None B. Principal: Propaad DtstribMee(sJ None AnrowNP.opauor $o.oo Amowrl/Prgvwpon $0.00 Submitted By: (All petitioners must sign. Add additional lines if necessary): ~~e~~ Name of Pehtion~r: ~P_~i--~ ~ ~arr~~ S~ n Name of Petitioner: F~ oc-oi rev. /0.13.06 Page 9 of 10 Estate of GLENN EDWARD GARRISON Verification of Petitioner (Verification must be by at least one petitioner.) Deceased o- ~ The undersigned hereby verifies * [that heisne 1' is drre C A ~ of the above-named name o cor oration °~ ~~~ l n ~~ k Ginn ~ ~.~ and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Signa a of Petitio r * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduc ' n of the form Petition authorized by the Supreme Court, and that no changes to the f ve been made beyond the responses herein. ~s Signature of Couns~l'for Petitioner Form OC-01 rev. 10.13.06 Page 10 of 10 Estate of GLENN EDWARD GARRISON Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifie ~ that neistie ~~ is :;se PG- Q(./+'~~i~1sr~ of the above-named name ojcorpornaon_ ~-s ~e v l E,yJ ~ /Il,~,y and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduct' n of the form Petition authorized by the Supreme Court, and that no changes to the fo ave been made beyond the responses herein. ,, _ Signature of Counsel for Petitioner Form OC-01 rev. 10.13.06 Page 10 of 10 Estate of GLENN EDWARD GARRISON Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that ~~r~~S~`- is ark C a ~ A pM ~ ~ o~~firr~ ~TW/' of the above-named ,~ njca~pomrion ~sf ~ kn~ ~ gn°d3 that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal lrnowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Signature of Petitioned * Corpo-~e petWowers awst avnepiete bracketed i,ejorawtiom Certification of Counsel The undersigned wunsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. ~ , of Counsel for Petitioner Form OC-0I ,~. lo.r3.a6 Page 10 of 10 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: DECEMBER 12, 19, 26, 2003 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. wrst..., oLmr saw..a, aec•a. late of Mechanicsburg Borough. Co-Administ~xto:s: Thomas E. Gar- rison, 13685 Olympic View Road, Silverdale, WA 98383, Michael G. Garrison, 590 Matamoras Road, Halifax, PA 17032 and Debra J. Garrison, 429 Country Ct., Mt. Laurel, NJ 08054. Attorneys: Butler Law Firm, 500 North Third Street, P.O. Box 1004, Harrisburg, PA 17108- 1004. 'sa Marie Coyne,~ditor SWO O AND SUBSCRIBED before me this 26 day of DECEMBER 2003 LOTS E. SNYDER, Notary Public Carlisle Boro, ClArtberlend County My Commissiori Expkes Maroh 5, 20~ PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Rich Canazaro, Internet Director of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication December 17, 24, and 31, 2003 Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are~ae~~ ~ January 2, 2004 Sworn to and subscribed before me this 2nd day of January 2004 Notary Public My commission expires: NOTARIAL SEAL DARCIE A. NEIL, Notary Public Carlisle, Cumberland County M Cemmission Ex it Y,24,.2Q.C5 ' READ OF IIS)IVIDUAL TAXES RITANCE TAX DIVISIDN 60X 200601 RRISBIIRD PA 17120-Ob01 BENJAMIN J BUTLER BUTLER LAW FIRM PO BOX 1004 HBG PA 17108 COHMONWEALTH OF PENNSYLVANIA DEPARTMENT OF IkEVENUE NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP [03-OS) DATE 03=28-2005 ESTATE OF GARRISON GLENN E -DATE OF DEATH 10-03-2003 'FILE .NUMBER 21 D3-0802 COUNTY CUMBERLAND ACN 101 Awoun Rwi ed HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALO_NO__T__H_I_S___L_I_N_E________~_ •___ RETAIN LOWER PORTION FOR YOUR RECORDS 11~~ W ~~ ^ . ESTATE OF GARRISON GLENN E FILE N0. 21 03-'0802 .. ACN.'101'" DATE 03-28-2005' TAX RETURN HAS: [ X) ACCEPTED AS FILED [, ,).CHANCED RESERVATION CONCERNING FUTURE ;INTEREST-,-.SEE REVERSE: ~~ APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Ral Estate (ScMdule A) (1) .00 NOTE: To insure Proper 2. Stooks end Bonds (Schedule B] (z) a00 '. .credit to your eooount, 3. Cloaly Held Stock/Partnership Interesf (Sefwolule C) (3) " 118,125' 00 submit'the upper portion 4. Mort~yes/Notas Receivable (Schedule Dl (4] . .00 of this forty rich your tax PeyMnt. 5. C~ah/Bank Dsposits/Miso. Person^1 Property (Schedule E) (5) 4,461.38 6. Jointly Orned.Property (Schedule F) (6) .00 7. Transfers (SoMdule 6) (7) .DA B. Total Asata '(s) 122,586.38 APPROVED DEDUCTIONS AND EXEMPTIONS: • 9. Funeral Expsnas/Ads. Costs/Misc. Expense (Sohedule H) (9) 14,195.0.4 10. Debts/Mortppe Liabilities/Liens (ScMdule I) (10) 69..893.09 11. Total Daductiona (11) 84.088.7; 12. Het Valw of Tax Return _ (12) 38,498.25 13. Charitable/Coverrrental Bequests; Non-eleoted 9113 Trusts (Schedule J) (13) .00 14. Net Velw of Estate Subject to Tex (14) 38,498.25 NOTE: If''an assessR(snt was issued previousl1yy, lines- 14, " 15 and/or 16, 17, 18 and 19 will reflect figyrbs that include the total of ~ returns assassad to data.. ASSESSMENT OF TAX: 15. Aaount of Line 14 at Spoual rate (15) .00 X 00 _ .00 • 16. Awou~t. of tine 14 tsxabl~ at Lineal/Class A rate Y14) 38,498.25 X 045 = 1,732.42 17. Aaount of Line 14 at Sibling me (17) :OO X 12 ,_ .00 18. AOaunt of Line 14 taxable at Collateral/C1gs B rate (T8) •DO X 15 _ .00 19. Principal Tex Dw (19)= 1,732.42 Tev neen~re. DATE NUMBER INTEREST/PEN PAID [-) AMOUNT PAID 09-14-2004 00 380 13.91- 4,500.00 'TOTAL TAX CREDIT 4,486.09 BALANCE OF TAX DUE 2,753.67CR INTEREST AND PEN. .00 TOTAL DUE 2,753.67CR r IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN O1, NO PAYMENT IS REWIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A °CREDIT^ (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX INFERITANCE TAX DIVISION STATEMENT O F ACCOUNT PD sox 2eD5o1 HARRISBIDlC PA 17128-0601 REV-1607 Ex AFP (03-OS) DATE 05-02-2005 ESTATE OF GARRISON GLENN E DATE OF DEATH 10-03-2003 FILE NUMBER 21 03-0802 COUNTY CUMBERLAND BENJAMIN J BUTLER ACN 101 BUTLER LAW FIRM Awoun Rwrit wd PO BOX 1004 HBG PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF'WILLS CUMBERLAND CO COURTHOUSE CARLISLE, PA 17013 NOTE: To inaur~ proper credit to your a:xou~t, subwit the upper portion of this forty with your twx psya~nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ^wsswwwwwwwwwwwwwwwwwww~ssswsswswswswsrwwwswwwsssswwsswswwswwwwwssssssswwwwwswsuwswswsssssssssrsssswsswswssss~ REV-1607 EX AFP C03-05) :(~(:( INHERITANCE TAX STATEMENT OF ACCOUNT :[:[:( ESTATE OF GARRISON GLENN E FILE N0. 21 03-0802 ACN 101 DATE 05-02-2005 TNIS STATEMENT IS PROVIDED TO ADVISE OF TINE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHONN BELOH IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED IIITEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-28-2005 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 1,732.42 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 09-14-2004 CD00438D 13.91- 4,500.OD 04-11-2005 REFUND .00 2,753.67- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ^ IF PAID AFTER THIS DATE, SEE REVERSE ~ TOTAL DUE SIDE FOR CALWLATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN ~l, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A °CREDIT" (CR), YOU MAY BE DUE A REFUND.. SEE REVERSE SIDE OF THIS FORK FOR II~~RUCTxONS. ) 1,732.42 .00 .00 .OD COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS ONISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM Po Box saes HARRISBURG, PA 17105-9486 December 9, 2003 BUTLER LAW FIRM BENJAMIN BUTLER ESQUIRE 500 N THIRD ST 12TH FLR PO BOX 1004 HARRISBURG PA 17108-1004 Re: GLENN GARRISON SSN: 184-28-2446 Dear Attorney Butler: Pursuant to your letter dated December O1, 2003, the Department of Public Welfare (DPW), Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program will not seek any recovery from this estate. If you have any questions, please feel free to contact me. Sincerely, C '~"•'~ ~J. lliusC Ronald D. Hill, Manager TPL - Casualty Unit (717)772-6604 (717)772-6553 FAX NOTICE To legatees, next of kin, creditors, and all other persons concerned with the Estate of Glenn Edward Garrison: NOTICE IS HEREBY GIVEN that the First and Final Account for the Estate of Glenn Edward Garrison has been filed by Michael G. Garrison, Thomas E. Gamson and Debra J. Garrison, Co-Administrators of said Estate, in the Office of the Clerk of Orphans' Court Division in the Courthouse at Carlisle, Pennsylvania on July 22, 2010, and that the Account will be presented to the Court of Common Pleas, Orphans' Court Division, Cumberland County, Pennsylvania for confirmation and decree of distribution at 9:30 a.m., on August 24, 2010 in Courtroom No. 1. Any objections to the Account shall be filed in writing by not later than 9:00 a.m. (prevailing time) of the date fixed for confirmation unless otherwise permitted by the Court prior to confirmation. In accordance with the proposed distribution schedule and the order of payment as specified in PEF 3392, there will be no money available for distribution to unpaid priority six creditors. ESTATE OF GLENN EDWARD GARRISON IN THE COURT OF COMMON PLEAS OF MECHANICSBURG BOROUGH CUMBERLAND COUNTY, PENNSYLVANIA CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION DECEASED ESTATE NO. 21-2003-0802 ORDER AND NOW, to wit, , 2010, the record of this case shows that the First and Final Account of Thomas E. Garrison, Michael G. Garrison and Debra J. Garrison, Co-Administrators of the Estate of Glenn Edward Garrison, deceased, has been advertised in accordance with law. Notice has been given and no exceptions have been filed. The Account is hereby confirmed nisi, and in the absence of exceptions duly filed within ten days herefrom, such confirmation shall be and become absolute, as of course. Judge Orphans' Court Division ESTATE OF GLENN EDWARD GARRISON OF MECHANICSBURG BOROUGH CUMBERLAND COUNTY, PENNSYLVANIA DECEASED IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO.21-2003-0802 FIRST AND FINAL ACCOUNT OF THOMAS E. GARRISON, MICHAEL G. GARRISON AND DEBRA J. GARRISON, CO- ADMINISTRATORS Date of Death: Date of Co-Administrators Appointment: Date of First Complete Advertisement of the Grant of Letters: Account for the Period: October 3, 2003 October 6, 2003 December 17, 2003 October 3, 2003 to present Purpose of the Account: Thomas E. Garrison, Michael G. Gamson and Debra J. Garrison, Co- Administrators, offer this Account to acquaint interested parties with the transactions that have occurred during their administration. The Account also indicates the proposed distribution of the estate. b It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Benjamin J. Butler, Esquire Attorney for Estate I.D. #81948 500 North Third Street P.O. Box 1004 Harrisburg, PA 17108-1004 (717) 236-1485 ~p ° ~~:,T; ~-~v c c~> ~a ~ n~ ~; N _r.~~J . ~ ~_~ ~ A N G ` ~ Clt W ~~ SUMMARY OF ACCOUNT Amount available for distribution to beneficiaries $ (2,265.08) Proposed distribution to beneficiaries $ 0.00 Principal Receipts $129,860.62 Gains And Losses On Sales Or Other Dispositions: $ 6,880.60 $136,741.22 Less disbursements: 20 Pa.C.S. § 3392: Priority 1 $ 15,726.78 20 Pa.C.S. § 3392: Priority 3 $ 7,556.47 20 Pa.C.S. § 3392: Priority 4 $ 1,395.00 Internal Revenue Service § 3713(a) priority $112,749.20 20 Pa.C.S. § 3392: Priority 6 $ 1,578.85 $139,006.30 Balance before distribution $ (2,265.08) Distribution to beneficiaries $ 0.00 Principal balance on hand $ Income Receipts $ 215.14 Less disbursements: $ 215.14 Income on hand $ 0.00 Combined balance on hand $ 0.00 Balance on hand for current distribution $ 0.00 2 RECEIPTS OF PRINCIPAL Cash: Cash $ 19.68 Wachovia Bank -Checking Account $ 1,441.70 Final Paychecks $ 3,000.00 Stocks & Bonds: 191 shares Prudential Financial, Inc. Closely-Held Corporation: $ 4,461.38 $ 7,274.24 40.00 shares Interpack Systems, Inc. -Redeemed $118,125.00 by Corporation Pursuant to Buy-Sell Agreement contained in Section 6.06(c) of Corporate Bylaws Total Receipts of Principal: $130,075.76 3 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Description Value Sales Proceeds Gain/(Loss) 191 shares Prudential Financial, Inc.: $ 7,274.24 $ 14,154.84 $ 6,880.60 Net Gain: $ 6,880.60 DISBURSEMENTS OF PRINCIPAL Administration Expenses (20 Pa.C.S. § 3392: Priority 1): 10/06/03 Cumberland County Register of Wills: $ 40.00 -Probate Fee 03/06/04 Cumberland Law Journal: $ 75.00 -Estate Advertising 03/06/04 The Sentinel: $ 129.96 -Estate Advertising 03/06/04 Photocopies $ .30 07/15/04 Interpack Systems, Inc.: $ 30.00 -W-2 Duplicates 09/08/04 Unishippers: $ 10.49 -Overnight Mail 09/08/04 Cumberland County Register of Wills: $ 3.00 -Short Certificate 09/08/04 Register of Wills, Agent: $ 13.91 -PA inheritance tax interest 01/18/05 Dauphin County Register of Wills: $ 195.00 -Additional Probate Fee 04/19/05 Cumberland County Register of Wills: $ 30.00 -Filing Fee 04/19/05 Unishippers: $ 18.76 -Overnight Mail 04/19/05 Computer Search $ .50 09/14/05 Cumberland County Register of Wills: $ 8.00 -Short Certificate 09/14/05 Butler Law Firm: $ 2.00 -Notary Fee Various Wachovia Bank: $ 63.00 -Maintenance Fee Various Wachovia Bank: $ 8.00 -Checks --- Cumberland County Register of Wills: $ 30.00 -Filing Fee --- Cumberland County Register of Wills: $ 180.00 -Account Filing Fee $ 837.92 5 Fees and Commissions: (20 Pa.C.S. § 3392: Priority 1): 09/02/04 Butler Law Firm: $ 5,903.46 -Legal Fees 10/12/05 Butler Law Firm $ 290.97 -Legal Fees --- Butler Law Firm $ 2,500.00 -Legal Fees --- Thomas E. Garrison, Co-Administrator: $ 2,064.81 -Co-Administrator Commission --- Michael G. Garrison, Co-Administrator: $ 2,064.81 -Co-Administrator Commission --- Debra J. Garrison, Co-Administrator: $ 2,064.81 -Co-Administrator Commission $ 14,888.86 The costs of the decedent's funeral and burial, and the costs of medicines furnished to him within six months of his death, of medical or nursing services performed for him within that time, of hospital services including maintenance provided him within that time, of services provided under the medical assistance program provided within that time and of services performed for him by any of his employees within that time (20 Pa.C.S. § 3392: Priority 3): 12/20/03 Neill Funeral Home, Inc. $ 6,045.32 01/04/04 Outlook Pointe at Dillsburg $ 200.00 09/15/04 Charles R. Inners, MD $ 62.56 09/15/04 Outlook Pointe at Dillsburg $ 969.56 09/15/04 ProMed Services, Inc. $ 56.56 09/l 5/04 Davis Pulmonary Associates $ 14.98 09/15/04 Physicians of Rehabilitation, Industrial $ 53.73 & Spine Medicine, P.C. 09/15/04 Holy Spirit Hospital $ 105.00 09/15/04 East Pennsboro Ambulance Service $ 34.00 12/04/04 Outlook Pointe at Dillsburg $ 14.76 $ 7,556.47 6 The cost of a gravemarker (20 Pa.C.S. § 3392: Priority 4): 01/04/04 Grandview Cemetery: -Headstone Internal Revenue Service S 3713(al priority: 09/15/04 United States Treasury: $ 4,219.00 -2002 1040 Tax Due 09/15/04 United States Treasury: $ 1,216.00 -2003 1040 Tax Due 10/02/04 United States Treasury: $ 4,742.00 -1999 1040 Tax Due 10/02/04 United States Treasury: $ 4,785.00 -2000 1040 Tax Due 10/02/04 United States Treasury: $ 4,181.00 -2001 1040 Tax Due 12/04/04 United States Treasury: $ 169.51 -2003 1040 Tax Due 02/02/05 United States Treasury: $ 12,781.20 -1996 1040 Tax Due 02/02/05 United States Treasury: $ 4,052.91 -1999 1040 Tax Due 02/02/05 United States Treasury: $ 3,236.07 -2000 1040 Tax Due 02/02/05 United States Treasury: $ 2,205.12 -2001 1040 Tax Due 02/02/05 United States Treasury: $ 1,683.81 -2002 1040 Tax Due 03/07/05 United States Treasury: $ (16.02) -2002 1040 Refund 05/12/05 United States Treasury: $ 20,719.00 -1998 1040 Tax Due 05/12/05 United States Treasury: $ 1,274.00 -2000 1040 Tax Due 05/12/05 United States Treasury: $ 13.00 -2002 1040 Tax Due 08/22/05 United States Treasury: $ (13.14) -2002 1040 Refund 05/12/05 United States Treasury: $ 1,776.00 -2003 1040 Tax Due 10/OS/OS United States Treasury: $ 326.53 $ 1,395.00 7 -2003 1040 Tax Due 10/OS/OS United States Treasury: $ 757.72 -2000 1040X Tax Due 04/01/06 United States Treasury: $ 15,591.71 -1999 1040 Tax Due --- United States Treasury: $ 27,819.04 -1998 1040 Tax Due --- United States Treasury: $ 247.12 -1999 1040 Tax Due --- United States Treasury: $ 982.62 -2005-2006 1041 Tax Due $112,749.20 All other claims, including claims by the Commonwealth (20 Pa.C.S. § 3392: Priority 6): 05/12/05 PA Department of Revenue -2002 PA-40 Tax Due 05/12/05 PA Department of Revenue -2003 PA-40 Tax Due 09/15/04 Sherman Acquisition II LP 09/15/04 Holy Spirit Hospital --- Nancy J. Garrison --- PA Department of Revenue -2005-2006 PA-41 Tax Due --- Greenwood Trust Company T/A Discover Card $ 2.00 $ 2.00 $ 1,168.41 $ 128.44 $ 0.00 $ 278.00 $ 0.00 $ 1,578.85 Pennsylvania Inheritance Tax: 09/14/04 Register of Wills, Agent: $ 4,486.09 -PA inheritance tax, on account 04/28/05 Register of Wills, Agent: $ (2,753.67) -PA inheritance tax refund --- Register of Wills, Agent: $ (1,732.42) -PA inheritance tax anticipated refund Total Disbursements of Principal: 0.00 $139,006.30 8 DISBURSEMENTS OF INCOME Total Disbursements of Income: --- United States Treasury: $ 215.14 -2005-2006 1041 Tax Due Total Disbursements of Income: $ 215.14 Yn 'son, Co-Administrator o the E t of Glenn Edward Garrison 11'IU~'1 S ~ C79/rite,/ Michael G. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison Debra J. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison 10 DISBURSEMENTS OF INCOME Total Disbursements of Income: --- United States Treasury: $ 215.14 -2005-2006 1041 Tax Due Total Disbursements of Income: $ 215.14 Thomas E. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison Michael G. Gam en, -Administrator of the Estate of Glenn Edward Garrison Debra J. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison 10 DISBURSEMENTS OF INCOME Total Disbursements of Income: --- United States Treasury: $ 215.14 -2005-20061041 Tax Due Total Disbursements of Income: Thomas E. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison Michael G. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison ~e~ra ~. Garr i so r~ ~p l Q ~ n~zr~r~ Debra J. Garriso~Co-Admuristrator of the Estate of Glenn Edward Garrison 215.14 10 STATE OF WASHINGTON ) SS. COUNTY OF K,l ) Thomas E. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison, deceased, hereby declares under penalties of perjury that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have not been paid in full; that the first complete advertisement of the grant letters was more than four months from the date the account was filed; that, to his knowledge, there are claims now outstanding against the Estate; and that all Pennsylvania inheritance taxes presently due from the estate have been paid. He understands that false statements herein are made subject to the penalties of 18 Pa. C.S.A. 4904 relating to unswom falsification to authorities. A l of SWORN to and subscribed before me this ~_ day of 1ul , 2010 No Pub ' o`r F ~ ~ :. `~~ I,ij c, NOTgR ~p : m .., Y m.~ ~ ~. ~auc ';'c WASN~NG--- My Commission Expires: ,tF ~C, . ~~ ison, Co-Administrator of the Edward Garrison 11 STATE OF NEW JERSEY ) n ~ SS. COUNTY OF (iQ~(~~ ) Debra J. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison, deceased, hereby declares under penalties of perjury that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have not been paid in full; that the first complete advertisement of the grant letters was more than four months from the date the account was filed; that, to her knowledge, there are claims now outstanding against the Estate; and that all Pennsylvania inheritance taxes presently due from the estate have been paid. She understands that false statements herein are made subject to the penalties of 18 Pa. C.S.A. 4904 relating to unsworn falsification to authorities. Debra J. Gamso Co-Administrato~i of the Estate of Glenn Edward Garrison SWORN to and subscribed before me this ~~ day of 2010 Notary Public My Commission Expires: ~/a ~~°zo ~~ 12 COMMONWEALTH OF PENNSYLVANIA ) ~ a ~~h,~, ss. COUNTY OF ) Michael G. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison, deceased, hereby declares under penalties of perjury that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have not been paid in full; that the first complete advertisement of the gra'iiT'letters was more than four months from the date the account was filed; that, to his knowledge, there are claims now outstanding against the Estate; and that all Pennsylvania inheritance taxes presently due from the estate have been paid. He understands that false statements herein are made subject to the penalties of 18 Pa. C.S.A. 4904 relating to unsworn falsification to authorities. Micha arrison Co- inistrator of the Estate of Glenn Edward Garrison SWORN to and subscribed before me this ~ s~ day of ~_ , 2010 Notary Public My Commission Expires: jr~-v1 ~-1 Zo ly NOTARIAL SEAL LYDIA R DAMS Notary Public SWATARA TWP., DAUPHIN COUNTY My Commission Expires Jan 27, 2014 13 15056LD1,0], REV-1500 Ex ~ol_lo> OFFICIAL USE ONLY PA Department of Revenue pennsylvania °~y.,~rMFN, ~~r Nt.~~~~,~, County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 28o6oi ~ ~ ~ ~! Harrisburg, PA 1128-0601 RESIDENT DECEDENT Q $ d L. ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 184-28-2446 10/03/2003 03/01 /1938 Decedent's Last Name Suffix Decedent's First Name MI GARRISON GLENN E (tf Applicable) Enter Suwiving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVAL5 BELOW O 1. Original Return ~j O 4. Limited Estate O O 6. Decedent Died Testate O (Attach Copy of Will) O 9. Litigation Proceeds Received O THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise {date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust} 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number BENJAMIN J BUTLER (7171 7~R_1dRti First line of address 500 N THIRD STREET Second line of address PO BOX 1004 City or Post Office State ZIP Code HARRISBURG PA 17108 Correspondent's a-mail address: LAWYERS(a~BUTLERLAWFIRM.COM C ~ REGIST ER~WILLS U~„ONLY; _~"~ C7 ' """ - ~ ~ ~ t~~ r t~.~.~ _.~__ ~__. . ~ ~1 Ll x'47„ - oaks j~l _~ ~- t.~ 1_ -~ ('y ` ~ DATE FILED h3 _,_ ~~ :.~- • ~~ ...J _t -.°7 "1""i ~t Under penalties of perjury, I tare that I ha examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and co e . Declarati preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSO SP, FORlFILING RETURN DATE ADDRESS 5789 NW AND~RSO AD, S ERDALE, WA 98383 SIGNATURE OF PREPAR OT AN E DATE / ~ i ~ C '~.. ADDRESS 500 N THIRD STREET, PO BOX 1004, HARRISBURG, PA 17108 PLEASE USE ORIGINAL FORM ONLY L 15D561D101 Side 1 O 3. Remainder Return (date of death prior to 12-13-82} O 5. Federal Estate Tax Return Required U 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O- 1505610101 t . ~ 1505610240 REV-1500 EX Decedent's Name: GLENN E GARRISON Decedent's Social Security Number 1 8 4 2 8 2 4 4 6 RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1 • ' 2. Stocks and Bonds (Schedule B) 2. 7 2 ~ 4 . 2 4 ...................................... 3. Close{y 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. 3 8 4 9 8 . 2 5 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. • 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 4 5 ~ 7 2 4 9 9. Funeral Expenses and Administrative Costs (Schedule H) ........... ....... 9. 9 0 ~ 8 9 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ...... ....... 10. 8 1 1 4 2 3 4 11. Total Deductions (total Lines 9 and 10) ........................ ....... 11. 9 0 1 8 1 2 4 12. Net Value of Estate (Line 8 minus Line 11) ..................... ....... 12. - 4 4 4 0 8 . 7 5 13. Charitable and Governmental Bequests/Sec 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. - 4 4 4 0 8 . 7 5 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 0 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 - 3 8 4 9 8 2 5 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 19. TAX DUE .................... ......................... .. ..... .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0. 0 0 - 1 '? 5 2. 4 2 0. 0 0 O. o 0 - 1 ~' 3 2. 4 2 Side 2 1505610240 1,50561,0240 J REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 0~ ogo2 DECEDENT'S NAME GLENN E. GARRISON STREET ADDRESS X215 Sirnpson_Feri~ Road CITY Mechanics Tax Payments and Credits: ~ ~ Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. STATE ~ ZIP PA ~ 17050 (1) -1,732.42 Total Credits (A + B) (2) 0.00 (3) 0.00 (4) 1,732.42 (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Did decedent make a transfer and: Yes No a, retain the use or income of the property transferred : ...................................................................... ^ ^X b. retain the right to designate who shall use the property transferred or its income; ............................... ^ Q c, retain a reversionary interest; or ................................................................................................ ^ d, receive the promise for life of either payments, benefits or care? ....................................................... ^ 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ X^ 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? ......... ^ Q 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................. ^ 0 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 [72 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 Pineal 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 of the decedent's siblings is 12 percent [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. REV-1503 EX + (g-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GLENN E. GARRISON 21 03 0802 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 191 shares Prudential Financial, Inc. ~ $38.085 (PRU) 7,274.24 TOTAL (Also enter on line 2, Recapitulation) I $ 7,274.24 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E + COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER GLENN E. GARRISON 21 03 0802 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Net Value Subject to Tax from Line 14 of Original hlheritance Tax Return of Resident Decedent 38,498.25 TOTAL (Also enter on line 5, Recapitulation) I $ 38,498.25 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES p ND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER GLENN E. GARRISON 21 03 0802 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Thomas E. Garrison 2,1)64.81 Street Address 5789 NW Anderson Hill Road City Silverdale State WA ZIP 98383 Year(s) Commission Paid: 2010 2 Attorney Fees: 2,79097 3, Family Exemption: (If decedent's address is not the same as claimant's, attach expianation.) Claimanl Street Address City State ZIP Relationship of Claimant to Decedent 4, Probate Fees: 5 Accountant Fees: 6. Tax Return Preparer Fees: 7. Cumberland County Register of Wills -Supplemental Filing Fee 35.00 8. Wachovia Bank -Check Fee 8.00 9. Short Certificate 8,0O 10. Notary Fee 2.00 11. Computer Search O.SO TOTAL (Also enter on Line 9, Recapitulation) I $ 9,038.90 If more space is needed, use additional sheets of paper of the same size. • Continuation of REV-1500 Inheritance Tax Return Resident Decedent GLENN E. GARRISON 21 03 0802 Decedent's Name Page 1 File Number Schedule H -Funeral Expenses & Administrative Costs - B1 ITEM NUMBER DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: Personal Representative Commissions: Names} of Personal Representative(s) Debra J. Garrison 2,064.81 Street Address 429 Counri-y Court City Mt. Laurel State NJ ZIP 08054 Year(s) Commission Paid: 2010 Name(s) of Personal Representative(s) Michael G. Garrison 2,064.81 Street Address 4509 Berkley Street City 1~4arrisburg State PA Zlp 17109 Year(s) Commission Paid: 2010 SUBTOTAL SCHEDULE H-B1 ~ 4,129.62 REV-1512 EX+ (12-~8) - Pennsylvania SCHEDULE ' DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE Tax RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER GLENN E. GARRISON 21 03 0802 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimburse~d medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1996 1040 -Tax Due (paid after date of death) 12,781.20 2. 1998 1040 -Tax Due (paid/owing after date of death) 37,038.04 *net of penalties and interest inchided on original Pennsylvania Inheritance Tax rehirn* 3. 1999 1040 -Tax Due (paid after date of death) 19,891.74 4. 2000 1040 -Tax Due (paid after date of death) 5,267.79 5. 2001 1040 -Tax Due (paid after date of death) 2,205.12 6. 2002 1040 -Tax Due (paid after date of death) 1,667.65 7. 2003 ] 040 -Tax Due (paid after date of death) 2,272.04 8. 2002 PA-40 -Tax Due (paid after date of death) 2.00 9~ 2003 PA-40 -Tax Due (paid after date of death) 2.00 10. Outlook Pointe At Dillsburg 14.76 TOTAL (Also enter on Line 10, Recapitulation) I $ 81,142.34 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) Pennsylvania ~ SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: (;T FNN F (; AR R T~nN 21 03 0802 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Insolvent Estate Lineal -38,498.25 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. ] [. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN; 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed, use additional sheets of paper of the same size. PRU: Historical Prices for Prudential Financial Inc Pruden -Yahoo! Finance Page 1 of 2 . - _ m ~~ e ~ ~~ , Web Search PRICES Date Open High Low Close Volume Adj Close* Oct 3, 2003 37.62 38.55 37.62 37.63 2,025,100 33.71 * Close price adjusted for dividends and splits. Download to S r°eadshet .. V 3 ~' ~ ~ ~I N ,~ 7 . 2 -~ http://finance.yahoo.com/q/hp?s=PRU&a=09&b=3&c=2003&d=09&e=3&f=2003&g=d 7/6/2010 500 North Third Street Twelfth Floor Harrisburg, PA 17101 Mailing Address: Post Office Box 1004 Harrisburg, PA 17108.1004 July 12, 2010 Ronald. D. Butler Jana Butler Toole Benjamin J. Butler Suzanne M. Butler Register of Wills Cumberland County Courthouse 1 Courthouse Square Room 102 Carlisle, PA 17013 Re: Estate of Glenn Edward Garrison 2003-00802 Tel: 717.236.1485 Fax: 717.236.7777 lawyersC~butlerlawfirm.com Dear Sir or Madam: I have enclosed two originals and one copy of a Supplemental Pennsylvania Inherita~~nce Tax return and one original and one copy of a Supplemental Inventory for the above referenced estate. Please time stamp the enclosed copies and return them to me in the enclosed self-addressed stamped envelope. I have also enclosed a check for $30.00 made payable to Register of Wills for filing fees. Y"our cooperation in this matter is appreciated. Very truly yours, /~. ~~/ r~ Benjamin J. Butler ~~~ ~ -~~~-~; c.~ ~ r , BJB/mot. ~, ~~ ~ _ _'- Enclosure ~ ~~ ~-'~' -" ~ ~~' ' ~ ~~~' _ - ,- .. "~ ;.:J -~ - ~~ ;~ ,~ ~ ---{ .. --.. S,, J ~;, N ,~ U P PL ~ ~`'~ E N ~i4 L INVENTOR REGISTER OF WILLS OF CUMBIIKLAND COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS 03 0802 Personal Representative(s) of the Estate of Glenn Edward Garrison deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum~t t end of this inve ory. I verify that the statements made in this Inven- tory are hue and correct. I understand that false state- ``~ '~"~'~ menu herein are made subject to the penalties of Thomas`E. rison ~-~"" 18 Pa. C.S. ~ 4904 relating to unsworn falsification to authorities. Attorney -- (Name) Benjamin J. Butler (Supreme Court LD. No.) 81948 (Ac~d~~ess) 500 N. Third Street, P.O. Box 1004 Hairisbur~ PA 17108-1004 (Telephofze) 717.236.1485 DATE OF DEATH LAST RESIDENCE DECE_DENT'S SOC. SEC. N0. 52 15 Simpson Ferry Road 10/3/03 Mechanicsbur PA 17050 184-28-2446 FIGURES MUST BE TOTALED Stocks & Bonds 191 shares Prudential Financial, Inc. 7,274.24 r~.:~ ~~ c~ ~ , :~ ~- ~ - ". . IYT_~ r : a ' ~ k---- r- .::.. r- - ~ ~ ,, . :~ . _.~ ` :. ` . ,~ ~, to ~ IV (Attach additional sheets us needed) TOTAL: 7,274.24 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such fibures should not be extended into the total of the Inventory. (See 20 Pa. C.S. ~~ 330!(6)) Form RW-(~9 rc tip. 10.13.06 ~ COUNTY, PENNSYLVANIA File Number 21 Name of Decedent: Date of Death: Admin. No.: To the Register: CERTIFICATION OF NOTICE UNDER RULE 6.3.1 Glenn Edward Garrison October 3, 2003 21-2003-0802 I hereby certify that notice of the filing of the First and Final Account and Petition for Distribution for the Estate of Glenn Edward Garrison was served on or mailed to the following individuals on July 23, 2010: Thomas E. Garrison 5789 NW Anderson Hill Road Silverdale, WA 98383 Michael G. Garrison 4509 Berkley Street Harrisburg, PA 17109 Debra J. Garrison 429 Country Court Mt. Laurel, NJ 08054 Nancy J. Garrison c/o Neil W. Yahn, Esquire James Smith Dietterick & Connelly, LLP P.O. Box 650 Hershey, PA 17033 Internal Revenue Service 600 Arch Street Philadelphia, PA 19106 Internal Revenue Service 228 Walnut Street Harrisburg, PA 17108 c7 c 0 ... .. _ ~1 m ` ' _ + ' T'. ~ ~~~ N 01 ~" ~ t. 7 fl'?f ry ? c ~ ..ma ~ ~ _ _u_ . ~F7 Department of the Treasury Internal Revenue Service Kansas City, MO 64999 Greenwood Trust Company T/A Discover Card c/o Kodak and Imblum, PC 407 N. Front St Harrisburg, PA 17101 PA Department of Revenue Lobby, Strawberry Square Fourth and Walnut Streets Harrisburg, PA 17128-0101 Date: enjamin J. Butler, Esquire Counsel for Personal Representatives I.D. # 81948 500 N. Third Street, P.O. Box 1004 Harrisburg, PA 17108-1004 (717)236-1485 Neil W. Yahn, Esquire Attorney LD. No. 82278 James Smith Dietterick & Connelly, LLP P.O. Box 650 Hershey, PA 17033 (717)533-3280 Attorneys for Petitioner IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF GLENN EDWARD GARRISON NANCY J. GARRISON, PetlHoner THOMAS E. GARRISON, DEBRA J. GARRISON, and MICHAEL G. GARRISON, Respondents No. 21-2003-0802 C ~~ ~~~ ~ `i`ce ~ ~ ~~ C jC~T <~ r-- • - ~ -~ --, . v c a .-.i a w w a ~r'j. i Vii' _ 7 ~ r-.7 ~: ~.., ,: -~ ,. _ _ r~ -, c_~ ~~ PETITIONER'S OBJECTIONS TO THE FIRST AND FINAL ACCOUNT OF THE ESTATE OF GLENN EDWARD GARRISON FOR FAILING TO RECONCILE CHECKS TOTALING $33.000.00 TO THE HONORABLE JUDGES OF SAID COURT: Petitioner, Nancy J. Garrison (herein "Petitioner"), by and through her attorneys James, Smith, Dietterick and Connelly, LLP, hereby presents the following Objections to the First and Final Account of the Estate of Glenn Edward Garrison (herein the "Estate"), as follows: THE PARTIES Petitioner is an adult individual currently residing at 6202 Westover Drive, Mechanicsburg, Pennsylvania, 17050 and is a creditor of the Estate of Glenn Edwazd Garrison as further outlined below. 2. Respondent, Thomas E. Garrison, is an adult individual, with a last known address at 10393 Ashley Circle NW, Silverdale, Washington, 98383 and is a son of the Decedent, Glenn Edward Garrison (herein "DecedenP'). 3. Respondent, Debra J. Garrison, is an adult individual, with a last known address at 429 Country Court, Mount Laurel, New Jersey, 08054 and is the daughter of the Decedent. 4. Respondent, Michael G. Garrison, is an adult individual, with a last known address at 590 Matamoras Road, Halifax, Pennsylvania, 17032 and is a son of the Decedent (herein "Respondents" collectively or individually by first name). 5. The Decedent died October 3, 2003 a resident of Cumberland County Pennsylvania with a last known address of 5215 Simpson Ferry Road, Mechanicsburg, Pennsylvania 17050. 6. On or about October 6, 2003, Respondents were granted Letters of Administration for the Estate. 7. After a Status Conference with this Honorable Court, on or about May 14, 2010, Petitioner filed an Amended Petition for an Inventory and Accounting for the Estate (herein the "Amended Petition"). 8. On or about July 22, 2010, Respondents filed the First and Final Account for the Estate as well as a Petition for Adjudication and Statement of Proposed Distribution pursuant to Pa. O.C. Rule 6.9 (herein the "Accounting" collectively attached hereto and marked as Exhibit ~~A»). 9. In response thereto, Petitioner hereby sets forth the following Objections to the Accounting as a creditor of the Estate. OBJECTIONS TO ACCOUNTING 10. Decedent and the Petitioner were divorced pursuant`to a Divorce Decree indexed to No 96-6407 Civil whereby the Petitioner was awarded the sum of Thirty Thousand Dollars ($30,000.00) by which a claim was filed against the Estate (herein the "Claim" which has been attached hereto and mazked as Exhibit "B") 11. Petitioner's Claim is appropriately identified on both page 8 of the Accounting as well as on page 6 of the Petition for Adjudication (see Exhibit "A"). 12. As presented in the Accounting, after the payment of expenses, costs, taxes, and all other claims, Respondents aver the Estate is insolvent and no distributions shall be made to the beneficiaries (namely the Respondents) nor will Petitioner's Claim be satisfied (see Exhibit «A„ 13. However, despite Petitioner's averments in the Amended Petition, the Accounting fails to identify or reconcile the following disbursements made to the Respondents: a. Check #1018 dated November 1, 2004 issued to "Anita J. Garrison" (wife of Respondent Michael Garrison) in the amount of Eleven Thousand Dollars ($11,000.00) entitled "Mike's dish" on the subject line; b. Check # 1020 dated November 2, 2004 issued to "Respondent Debra Garrison" in the amount of Eleven Thousand Dollazs ($11,000.00) entitled to "estate disb" on the subject line; c. Check #1019 dated November 2, 2004 issued to "Cash" in the amount of Eleven Thousand Dollars ($11,000.00); d. Check # 1042 dated June 19, 2006 issued to "Cash" in the amount of Two Thousand Four Hundred Thirty Five Dollars and Nine Cents ($2,435.09); and e. Check #1043 dated June 20, 2006 issued to "Cash" in the amount of Two Thousand Four Hundred Thirty Five Dollars ($2,435.00) (the foregoing checks have been attached and marked collectively as Exhibit "C"). 14. Petitioner avers Respondents have willfully and purposely depleted the Estate to prevent Petitioner from receiving the proceeds of her Claim therefrom. I5. Furthermore, as outlined above, Respondents have failed to document their receipt of Estate assets within the Accounting. 16. Pursuant to 20 Pa.C.S. § 3392, Petitioner, as a creditor of the Estate, should have had her Claim satisfied prior to any distributions being made to the Respondents as beneficiaries. 17. The distributions made to the Respondents totals at least Thirty Three Thousand Dollars ($33,000.00), which is sufficient to satisfy Petitioner's Claim. 18. Petitioner avers that Respondents have not been cautious or prudent in their administration of the Estate and Respondents have further committed a fraud upon this Honorable Court by not documenting their receipt of Estate assets within the Accounting, instead claiming the Estate as insolvent. 19. Petitioner avers that the Respondents are not upholding their duties as Co- executors and are intentionally depleting the Estate as well as engaging in dilatory tactics in the hopes this matter will simply disappeaz. WHEREFORE, Petitioner respectfully requests that this Honorable Court enter an order requiring Respondents, Thomas E. Garrison, Debra J. Garrison, and Michael G. Garrison, to return any and all Estate assets previously received by them to satisfy the Claim presented by Petitioner. Date: rd, ~d By: Respectfully submitted, JAMES, SMITH, DIETTERICK & CONNELLY,LLP NEIL W NER YARN, ESQUIRE Attorney I . No. 82278 P.O. Box SO Hershey, A 17033 717 5 -3280 Attorney for Petitioner VERIFICATION PURSUANT TO PA R.C.P. No. 1024(c) NEIL WARNER YARN, ESQUIRE, states that he is the attorney for the party filing the foregoing document; that he makes this verification as an attorney, because the party he represents lacks sufficient knowledge or information upon which to make a verification and/or because he has greater personal knowledge of the information and belief than that of the party for whom he make this verification; and/or because the party for whom he makes this verification is outside the jurisdiction of the Court, and verification of none of them can be obtained within the time allowed for the filing of the pleading; and that he has sufficient knowledge or information and belief, based upon his investigation of the matter averred or denied in the foregoing document; and that this statement is made subject to the penalties of 18 Pa. C.S. §4904, relating to unsworn falsification to authorities. Dated: ~ ~1 ~° ESTATE OF GLENN EDWARD GARRISON OF MECHANICSBURG BOROUGH CUMBERLAND COUNTY, PENNSYLVANIA DECEASED IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE N0.21-2003-0802 FIRST AND FINAL ACCOUNT OF THOMAS E GARRISON MICHAEL G. GARRISON AND DEBRA J. GARRISON CO- ADMINISTRATORS Date of Death: Date of Co-Administrators Appointment: Date of First Complete Advertisement of the Grant of Letters: Account for the Period: October 3, 2003 October 6, 2003 December 17, 2003 October 3, 2003 to present Purpose of the Account: Thomas E. Garrison, Michael G. Garrison and Debra J. Gamson, Co- Administrators, offer this Account to acquaint interested parties with the transactions that have occurred during their administration. The Account also indicates the proposed distribution of the estate. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Benjamin J. Butler, Esquire Attorney for Estate I.D. #81948 500 North Third Street P.O. Box 1004 Harrisburg, PA 17108-1004 :~ S~7 ~ L!7 d: (717) 236-1485 G w _; N' !.~_ ^ " ` ~ t.~QU G~ U _ i C~ j r:- ! N Ct ~ cf~ ~=f ~ ' ~.!.~ ~ ~ ~~°d? N ..1 _ w C-j~uf ~ ; ~ CC -~: ~ -~ ~ o ~ - ~ U cs N SUMMARY OF ACCOUNT Amount available for distribution to beneficiaries $ (2,265.08) Proposed distribution to beneficiaries $ 0.00 Principal Receipts $129,860.62 Gains And Losses On Sales Or Other Dispositions: $ 6,880.60 $136,741.22 Less disbursements: 20 Pa.C.S. § 3392: Priority 1 $ 15,726.78 20 Pa.C.S. § 3392: Priority 3 $ 7,SS6.47 20 Pa.C.S. § 3392: Priority 4 $ 1,395.00 Internal Revenue Service § 3713(a) priority $112,749.20 20 Pa.C.S. § 3392: Priority 6 $ 1,578.85 $139,006.30 Balance before distribution $ (2,265.08) Distribution to beneficiaries $ 0.00 Principal balance on hand Income Receipts Less disbursements: Income on hand Combined balance on hand Balance on hand for current distribution $ 215.14 $ 215.14 $ 0.00 $ 0.00 $ 0.00 2 RECEIPTS OF PRINCIPAL Cash: Cash $ 19.68 Wachovia Bank -Checking Account $ 1,441.70 Final Paychecks $ 3,000.00 Stocks & Bonds: $ 4,46138 191 shares Prudential Financial, Inc. Closely-Held Corporation: $ 7,274.24 40.00 shazes Interpack Systems, Inc. -Redeemed $118,125.00 by Corporation Pursuant to Buy-Sell Agreement contained in Section 6.06(c) of Corporate Bylaws Total Receipts of Principal: $130,075.76 3 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Description 191 shares Prudential Financial, Inc.: Value Sales Proceeds Gain/(Loss) $ 7,274.24 $ 14,154.84 $ 6,880.60 Net Gain: $ 6,880.60 4 DISBURSEMENTS OF PRINCIPAL Administration Expenses (20 Pa.C.S. § 3392: Priority 1): 10/06/03 Cumberland County Register of Wills: $ 40.00 -Probate Fee 03/06/04 Cumberland Law Journal: $ 75.00 -Estate Advertising 03/06/04 The Sentinel: $ 129.96 -Estate Advertising 03/06/04 Photocopies $ .30 07/15/04 Interpack Systems, Inc.: $ 30.00 -W-2 Duplicates 09/08/04 Unishippers: $ 10.49 -Overnight Mail 09/08/04 Cumberland County Register of Wills: $ 3.00 -Short Certificate 09/08/04 Register of Wills, Agent: $ 13.91 -PA inheritance tax interest 01/18/05 Dauphin County Register of Wills: $ 195.00 -Additional Probate Fee 04/19/05 Cumberland County Register of Wills: $ 30.00 -Filing Fee 04/19/05 Unishippers: $ 18.76 -Overnight Mail 04/19/05 Computer Search $ .50 09/14/05 Cumberland County Register of Wills: $ 8.00 -Short Certificate 09/14/05 Butler Law Firm: $ 2.00 -Notary Fee Various Wachovia Bank: $ 63.00 -Maintenance Fee Various Wachovia Bank: $ 8.00 -Checks --- Cumberland County Register of Wills: $ 30.00 -Filing Fee --- Cumberland County Register of Wills: $ 180.00 -Account Filing Fee $ 837.92 5 Fees and Commissions: (20 Pa.C.S. § 3392: Priority 1): 09/02/04 Butler Law Firm: $ 5,903.46 -Legal Fees 10/12/05 Butler Law Firm $ 290.97 -Legal Fees --- Butler Law Firm $ 2,500.00 -Legal Fees --- Thomas E. Garrison, Co-Administrator: $ 2,064.81 -Co-Administrator Commission --- Michael G. Garrison, Co-Administrator: $ 2,064.81 -Co-Administrator Commission --- Debra J. Garrison, Co-Administrator: $ 2,064.81 =Co-Administrator Commission $ 14,888.86 The costs of the decedent's funeral and burial, and the costs of medicines famished to him within six months of his death. of medical or nursine services performed for him within that time of hospital services includine maintenance provided him within that time of services provided under the medical assistance proQZam urovided within that time and of services performed for him by any of his employees within that time (20 Pa.C.S. § 3392: Priority 3): 12/20/03 Neill Funeral Home, Inc. $ 6,045.32 01/04/04 Outlook Pointe at Dillsburg $ 200.00 09/15/04 Charles R. Inners, MD $ 62.56 09/15/04 Outlook Pointe at Dillsburg $ 969.56 09/15/04 ProMed Services, Inc. $ 56.56 09/15/04 Davis Pulmonary Associates $ 14.98 09/15/04 Physicians of Rehabilitation, Industrial $ 53.73 & Spine Medicine, P.C. 09/15/04 Holy Spirit Hospital $ 105.00 09/15/04 East Pennsboro Ambulance Service $ 34.00 12/04/04 Outlook Pointe at Dillsburg $ 14.76 $ 7,556.47 6 The cost of a eravemarker (20 Pa.C.S. § 3392: Priority 4): 01/04/04 Grandview Cemetery: -Headstone Internal Revenue Service § 3713(al priori 09/15/04 United States Treasury: $ 4,219.00 -2002 1040 Tax Due 09/15/04 CJnited States Treasury: $ 1,216.00 -2003 1040 Tax Due 10/02/04 United States Treasury: $ 4,742.00 -1999 1040 Tax Due 10/02/04 United States Treasury: $ 4,785.00 -2000 1040 Tax Due 10/02/04 United States Treasury: $ 4,181.00 -2001 1040 Tax Due 12/04/04 United States Treasury: $ 169.51 -2003 1040 Tax Due 02/02/05 United States Treasury: $ 12,781.20 -1996 1040 Tax Due 02/02/05 United States Treasury: $ 4,052.91 -1999 1040 Tax Due 02/02/05 United States Treasury: $ 3,236.07 -2000 1040 Tax Due 02/02/05 United States Treasury: $ 2,205.12 -2001 1040 Tax Due 02/02/05 United States Treasury: $ 1,683.81 -2002 1040 Tax Due 03/07/05 United States Treasury: $ (16.02) -2002 1040 Refund 05/12/05 United States Treasury: $ 20,719.00 -1998 1040 Tax Due 05/12/05 United States Treasury: $ 1,274.00 -2000 1040 Tax Due 05/12/05 United States Treasury: $ 13.00 -2002 1040 Tax Due 08/22/05 United States Treasury: $ (13.14) -2002 1040 Refund 05/12/05 United States Treasury: $ 1,776.00 -2003 1040 Tax Due 10/OS/OS United States Treasury: $ 326.53 $ 1,395.00 7 -2003 1040 Tax Due 10/OS/OS United States Treasury: $ 757.72 -2000 1040X Tax Due 04/01/06 United States Treasury: $ 15,591.71 -1999 1040 Tax Due --- United States Treasury: $ 27,819.04 -1998 1040 Tax Due --- United States Treasury: $ 247.12 -1999 1040 Tax Due --- United States Treasury: $ 982.62 -2005-2006 1041 Tax Due $112,749.20 All other claims, including claims by the Commonwealth (20 Pa.C.S. § 3392: Priority 6): 05/12/05 PA Department of Revenue -2002 PA-40 Tax Due 05/12/05 PA Department of Revenue -2003 PA-40 Tax Due 09/15/04 Sherman Acquisition II LP 09/15/04 Holy Spirit Hospital --- Nancy J. Garrison --- PA Department of Revenue -2005-2006 PA-41 Tax Due --- Greenwood Trust Company T/A Discover Card $ 2.00 $ 2.00 $ 1,168.41 $ 128.44 $ 0.00 $ 278.00 $ 0.00 $ 1,578.85 Pennsylvania Inheritance Tax: 09/14/04 Register of Wills, Agent: $ 4,486.09 -PA inheritance tax, on account 04/28/05 Register of Wills, Agent: $ (2,753.67) -PA inheritance tax refund --- Register of Wills, Agent: $ (1,732.42) -PA inheritance tax anticipated refund Total Disbursements of Principal: 0.00 $139,006.30 8 DISBURSEMENTS OF INCOME Total Disbursements of Income: --- United States Treasury: $ 215.14 -2005-2006 1041 Tax Due Total Disbursements of Income: $ 215.14 ~ son, Co-Administrator the E t of Glenn Edward Garrison Gviisa/ Michael G. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison Debra J. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison 10 DISBURSEMENTS OF INCOME Total Disbursements of Income: --- United States Treasury: $ 215.14 -2005-2006 1041 Tax Due Total Disbursements of Income: $ 215.14 Thomas E. Garrison, Co-Administrator of the Estate of Glenn Edward Gamson Michael G. Garri n, -Administrator of the Estate of Glenn Edward Gamson Debra J. Garrison, Co-Administrator of the Estate of Glenn. Edward Gamson 10 DISBURSEMENTS OF INCOME Total Disbursements of Income: --- United States Treasury: $ 215.14 -2005-2006 1041 Tax Due Total Disbursements of Income: $ 215.14 Thomas E. Garrison, Co-Administrator of the Estate of Glenn F,dward Garrison Michael G. Garrison, Co-Administrator of the Estate o~ Glenn Edward Garrison ~ebr~. ~. Garr; so h Zee ~ a. ~ ~~~ Debra J. Garriso Co-A~inistrator of the Estate of Glenn Edward Garrison 10 STATE OF WASHINGTON ) ` _ SS COUNTY OF ~1~ ) Thomas E. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison, deceased, hereby declares under penalties of perjury that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have not been paid in full; that the first complete advertisement of the grant letters was more than four months from the date the account was filed; that, to his knowledge, there are claims now outstanding against the Estate; and that all Pennsylvania inheritance taxes presently due from the estate have been paid. He understands that false statements herein are made subject to the penalties of 18 Pa. C.S.A. 4904 relating to unsworn falsification to authorities. A of SWORN to and subscribed before me this ~~ day of 1u1 , 2010 No Pub ' ``,~~~~ o ~,~ssioiv~~,p~: w: ~ N~TAR y ~ :m ' ... m ~ ~ ~F.WA SN~NG rl~ My Commission Expires: 1~ lGj . ~? ison, Co-Administrator of the Edward Garrison 11 STATE OF NEW TERSEY ) SS. COUNTY OF ~iQ.~YI ~~ ~. ) Debra J. Gamson, Co-Administrator of the Estate of Glenn Edward Garrison, deceased, hereby declares under penalties of perjury that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have not been paid in full; that the first complete advertisement of the grant letters was more than four months from the date the account was filed; that, to her knowledge, there are claims now outstanding against the Estate; and that all Pennsylvania inheritance taxes presently due from the estate have been paid. She understands that false statements herein are made subject to the penalties of 18 Pa. C.S.A. 4904 relating to unsworn falsification to authorities. Debra J. Gamso Co-Administrator of the Estate of Glenn Edward Garrison SWORN to and subscribed before me this ~~ day of 2010 i~d~,~ ~~ (~ Notary Public My Commission Expires: ~/a+ (~~a 0 ~~ 12 COMMONWEALTH OF PENNSYLVANIA ) ~ a ~~hl„ ss. COUNTY OF ) Michael G. Garrison, Co-Administrator of the Estate of Glenn Edward Garrison, deceased, hereby declares under penalties of perjury that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have not been paid in full; that the first complete advertisement of the grant'letters was more than four months from the date the account was filed; that, to his knowledge, there are claims now outstanding against the Estate; and that all Pennsylvania inheritance taxes presently due from the estate have been paid. He understands that false statements herein are made subject to the penalties of 18 Pa. C.S.A. 4904 relating to unsworn falsification to authorities. s Micha amson Co- dministrator of the Estate of Glenn Edward Garrison SWORN to and subscribed before me this ~ day of /J _, 2010 / `~/~C!!~~~r Notary Public My Commission Expires: j~ 1--Z 2.0 «-( NOTARIAL SEAL LYDIA R DAMS Notary Public SWATARA TWF?, DAUPHIN COUNTY My Commission Expires Jan 27, 2014 13 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DNISION ESTATE OF GLENN EDWARD GARRISON DECEASED No. 2103-0802 ~~ N o -•:; ~~ c c~v ~'n ~ n ~ r- { S -> R '1 N ri r~-{ PETITION FOR ADJUDICATION / ~._ ~> c~ ~ ~ C,__ C7 i ~ ~ ~ ~ ~=- ' =~c STATEMENT OF PROPOSED DISTRIBUTION =D ~ '`•' `;; PURSUANT TO Pa. O.C. Rule 6.9 ~' t'" ~"~' w This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers reguired under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACS OF THIS FORM. Name of Counsel: Benjamin J. Butler, Esquire Supreme Court I.D. No.: 81948 Name of Law Firm: Butler Law Firm Address: 500 N. Third Street, P.O. Box 1004, Harrisburg, PA 17108-1004 Telephone: 717-23 6-148 5 Fax: 717-236-7777 Fonn OC-OI rev. !0.!3.06 Page 1 of 10 Estate of GLENN EDWARD GARRISON 1. Name(s) and address(es) of Petitioner(s): Na,ne: Michael G. Garrison Debra J. Garrison Deceased Thomas E. Garrison Address: 4509 Berkley St 429 Country Ct 5789 NW Anderson Hill Rd Hbg, PA 17109 Mt Laurel, NJ 08054 Silverdale, WA 98383 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: none Is this the first accounting by this fiduciary? ..................... ~ Yes ~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on October 3, 2003 Q Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on October 6. 2003 Date of Will (if applicable): Date(s) of Codicil(s) (if applicable): Date of probate (if different from date Letters granted): Was a bond required? [JYes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No Dates of advertising of the grant of Letters: The Sentinel - 12/17/03, 12/24/03 and 12/31/03; Cumberland Law Journal - 12/12/03, 12/19/03 and 12/26/03 Form OGOI rev. /0.!3.06 Page 2 of 10 Estate of GLENN EDWARD GARRISON Deceased 3. Was decedent survived by a spouse? ............................. Yes ~ No If yes, name of the surviving spouse:. 4. Has the surviving spouse filed to take an elective share? ............. DYes i No (See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (zf none, so state): 1. Michael G. Gamson -Son 2. Debra J. Garrison -Daughter 3. Thomas E. Garrison -Son 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes Q No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ~ Yes ®No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfaze? .............................. Yes ~ No Form OC-D! rev. !0.!3.06 Page 3 of 10 Estate of GLENN EDWARD GARRISON 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will alsobe given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Deceased Name and Address of Each Party inlnleresl Thomas E. Garrison 5789 NW Anderson Hill Road Silverdale, WA 98383 Son 1/3 intestate estate (insolvent estate) Debra J. Garrison 429 Country Court Mt. Laurel, NJ 08054 Daughter 1/3 intestate estate (insolvent estate) Fam OC-01 rev. 10.13.06 Page 4 of 10 Estate of GLENN EDWARD GARRISON Michael G. Garrison 4509 Berkley Street Harrisburg, PA 17109 Son Deceased 1/3 intestate estate (insolvent estate) B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth,. the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. n/a C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O. C. Rule 12.4). n/a D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. n/a Form OC-0/ rev. !0.!3.06 Page 5 of 10 Estate of GLENN EDWARD GARRISON 10 11 Deceased Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Fv111 Department of the Treasury $29,263.92 Yes ~ Yes Internal Revenue Service ~No ~ No Kansas City, MO 64999 Nancy J. Garrison $30,000.00 ®Yes ~ Yes c/o Neil W. Yahn, Esquire ~No ~ No James Smith Dietterick & Connelly P.O. Box 650, Hershey, PA 17033 Greenwood Trust Company T/A $6,456.85 DYes ®Yes Discover Cazd ®No ®No c/o Kodak and Imblum, PC 407 N. Front St, Harrisburg, PA 17101 PA Department of Revenue $278.00 Yes ~ Yes Lobby, Strawberry Squaze ®No ®No Fourth and Walnut Streets Harrisburg, PA 17128-0101 If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. yap Rccc/n4- Was family exemption claimed? ................................ Yes ~No Was family exemption allowed? ................................ Yes ~No Family exemption claimant's name and relationship: Name: Relationship: Form OC-0I rev. !0.13.06 Page 6 of 10 Estate of GLENN EDWARD GARRISON Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Dnte 9/14/04 Refund Refund Pending Pnyment Interest 4,486.09 13.91 -2,753.67 -1,732.42 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... Yes ~ No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: n/a B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. Yes ~ No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-0! rev. lO.I3.06 Page 7 of 10 Estate of GLENN EDWARD GARRISON Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ~ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. n/a B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. Yes ~ No 18. If a reserve is requested, state amount and purpose. Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ Yes ~ No If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes ~No As to real estate only? ........................................ ~Ires ~ No Form OC-0l i~ev. 10.13.06 Page 8 of 10 Estate of GLENN EDWARD GARRISON Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed DisMbutee(sf None B. Principal: Proposed Dislributee(sJ None Submitted By: (All petitioners must sign. Add additional lines ifnec AmounYProporlion $0.00 AmoundProporltort $0.00 `~hortias E, Name rr; s~r~ Form oaor rev. ~o.i3.oe - Page 9 of 10 Estate of GLENN EDWARD GARRISON Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shazes being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) None B. Principal: Proposed Dutributee(s) None AmoundProportion $0.00 Amoant/Proportion $0.00 Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of Petitioner: ~ C ~ G-wr (~ A 1 Name of Petitioner: - Form OC-0/ rev. !0.!3:06 Page 9 of 10 Estate of GLENN EDWARD GARRISON Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Propaxd Disbibtdae(sf Anemm!/ProporNav~ None $0.00 B. Principal: Propasad DistribuAee(sJ Amomrt/Propordort None $0.00 Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of Petttion •: Name of Petitioner: F~oc-or .~. lo.es.o6 Page 9 of 10 Estate of GLENN EDWARD GARRISON ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she '~ ~' 15 tide t."o ~ A p~ of the above-named name o co oration ~~ k ~~ ~~lnn ~~'"o''d l ~ ir,~ and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner aze true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein aze made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). ~- Signa a of Petitio * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduc ' n of the form Petition authorized by the Supreme Court, and that no changes to the f ve been made beyond the responses herein. ~, _ Signature of Couns~ for Petitioner Fonn OC-D! rev. !0.!3.06 Page 10 of 10 Estate of GLENN EDWARD GARRISON Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifie ~ that r~eisl,~ I ~ is rule eo- Qd~~-J~s~~ of the above-named name ojrorporaaun~'S ~e of 8~J ~ Ins and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others,.the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unswom falsification to authorities). * Corporate petit7oners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduct' n of the form Petition authorized by the Supreme Court, and that no changes to the fo ave been made beyond the responses herein. Signature of Counsel for Petitioner For,,, OC-01 rev. 10.!3.06 Page 10 of 10 Estate of GLENN EDWARD GARRISON Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that ne/sbe~ S~ is aAs C a " A pM of the above-named tmme ol~rporngon ~sf aoC kcr ~.- s=A~,.r,~l Gvrr'~°d3 that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal lrnowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unswom falsification to authorities). Signature of Petitioned * Corporate petitioners must complete bracketed informwtion. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form PPtitinn authorized by the Supreme Court, and that no changes to the form responses herein. Form OC-01 rev.10.73.06 been made beyond the for Petitioner Page 10 of 10 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regulazly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regulaz editions and issues of the said Cumberland Law Journal on the following dates, viz: DECEMBER 12, 19, 26, 2003 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication aze true. Oarriaoa, Olean Edward, decd. Late of Mechanicsburg Borough. Co-Adminishatm~s: Thomas E. Gaz- rison, 13685 Olympic View Road, Sflwverdale, wA 98383, Michael G. Garrison, 590 Matamoros Road, Halifax, PA 17032 and Debra J. Garrison, 429 Country Ct., Mt. Laurel, NJ 08054. Attorneys: Butler Law F1rm, 500 North Third Street, P.O. Sox 1004, Harrisburg, PA 17108- 1004. Marie Coyne, AND SUBSCRIBED before me this 26 day of DECEMBER 2003_ LOTS E. SNYDER, Notary Public . Carlisle Bono, Cumberland County My Commission Expires March 5;2005 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Rich Canazaro, Internet Director of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication December 17 24, and 31, 2003 Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication area January 2, 2004 Sworn to and subscribed before me this 2nd day of January 2004 Notary Public My commission expires: NOTARIAL SEAL DARCIE A. NEIL, Notary Public Cndlsle, Cumberland County M Com I~cion E 'r ,,24..2StQ5- ' READ OF INDIVIDUAL ITANCE TAX DNISION o sax 2ao5o1 ARRISDUR6 PA 17128-0501 TAXES BENJAMIN J BUTLER BUTLER LAW FIRM PO BOX 1004 HBG PA 17108 REV-1547 EX AFP (D3-057 DATE 03=28-2D05 ESTATE OF GARRISON GLENN -DATE OF DEATH 10-03-2D03 .'FILE NUIkBER 21.03-0802 COUNTY CUMBERLAND ACN 101 Aoount Realtted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: CUT ALONG THIS LINE ~ RETAIN LONER PORTION REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, .PA 17013 1R YOUR RECORDS E ^^^ ESTATE r.v..r.,vnrn 1 Vr OF GARRISON GLENN E FILE N0. 21 03=D802 '''~ACN " 1 MA l0T' , DATE 03=28-2Db5'` TAX,RETURN.NAS: (X) ACCEPTED A$.FILEp_ ...(, :):CHANGED. RESERVATION CONCERNING FUTURE ;INTEREST.:;-.SEE REVERE ;;.: ~~ APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN ~ .. .; ~• 1. Rwl Estate (S,'~dull, A) ~ ~ ~ [1) :00 NOiEq.To insure Proper 2. ;. Stooks Pnd Bonds (Schedule•.~B) .(2) .: .00 credit #o your account, 3. , .: .,: Closely Held Stoek/Pertnership Interest (Schedule C] "`' (3) 118,125 00 Veit "kh~ upper Portion ' ` 4. Mortpey~a/Nptea Receivable (Schedule D) _.. ,: (9) ._ ; .00 ;of thi s fora with your tax piyaent. 5. Ceah7Bank Dposita/Miec.' Personal Property (Schedule E) :t5) ~~ :4.461 .$8'• "' ,"" ' 6: Jointly Own~d;Property (Schedule F) _ .(6) ,' `.00 7. , . Transferee;. (Schedule 6) ;, :..,, •(7) :. :. . . ~D B. TotGl Assets ,. . , ,..; :, - ts) 22,586.38 . , . APPROVED DEDUCTIONS AND EXEMPTIONS: ~„ 9. Funeral Expenses/Ade. Costs/Miac. Expenses (Schedule H) (9) 1 4x1.95 .0.4 10. Dabts/Mortpap~ Liabilities/Liens (Seh~dule I) (10) b 9.893 .09 11. Tohl Deductions., _ [11) 84.088.7;:. 12. Net Value of -Tax Return ,' ' . . ,Yz). 38, 498.25 13. Charitable/6overnemtal B~pu~sts; Non-elected 9113 Trus~s.(Schedule J), (13) .00 14. Net Velw of Estate Subject to Tex '(14) 38, 498.25 NOTE: If 'an assess®ent was issued previously, lines 11., r i!le t fi ure th i • 15 andior 16, 17, 18 and 19 will e c g s at nclude the tota oi' A~ retu rns assess ed to date . ' ASSESSMENT OF TAX: . - 15. Aeount of Line 14 et_ Spousal rate (15) '~.00 X '00 .00 16. Aeount.of tiny 14 taxable a} Lineal/Class p rate i16) 38,498.25 g 045 _ 1-,732x42 17. Aaourit ofi Line 14 at Sibling rate (17) :00. g 12 ,_ .OD 18. ADrount of Line 14 taxable at Collateral/C1ess,.B rate (T8) .00 X 15< =_ .00 19. Principal Tex Due (lg )= 1,732.42 TAX CREt1ITS• DATE NUMBER INTEREST/PEN PAID (-) AMO(1NT..PAID 09-14-2D04 CDOD4380 13.91- 4;500.00 TOTAL TAX CREDIT 4,486.09 BALANCE OF TAX DUE 2,753.67CR INTEREST'AND PEN.. .00 TOTAL DUE 2,753.67CR ^ IF PAID AFTER DATE INDICATED, SEE REVERSE [ IF TOTAL DUE IS LESS THAN 41, ND PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT^ (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FnR TIJSTa11rTTNlc i S COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX IHHERirANCE rax BIV1sIOH STATEMENT O F ACCOUNT PO 80X 288601 HARRISBURG PA 17128-Bfi01 REV-1607 EX AFP C83-85) DATE 05-02-2005 ESTATE OF GARRI50N GLENN E DATE OF DEATH 10-03-2003 FILE NUMBER 21 03-0802 BENJAMIN J BUTLER COUNTY CUMBERLAND BUTLER LAW FIRM ACN 101 Ano:m Rani sd PO BOX 1004 HBG PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: ' REGISTER OF'WLL,LS CUMBERLAND` GO ,000RT`;HOU$E CARLISLE, PA 17013 NOTE: To insure proper eradit to your account, submit tM upper portion of this forty Kith your tax payoant. CUT ALONG THIS LINE Mr- RETAIN LOWER PORTION FOR YOUR RECORDS ^~~ ESTATE OF GARRISON GLENN E FILE N0. 21 03-0802 ACN 101 DATE 05-02-2005 THIS STATEMElR IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELDW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE DF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-28-20D5 PRINCIPAL TAX DUE: ~, PAYMENTS CTAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 09-14-2004 CD004380 13.91- 4,500.OD 04-11-2005 REFUND .00 2,753.67- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ^ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. [ IF TOTAL DUE IS LESS THAN fl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A °CREDIT" ICR), ' YOU MAY BE DUE A REFUND. SEE REVERSE $IDE OF THIS FORM FOR IlI,STRUCT70N5. ) 1,732.42 1,732.42 .DO .00 .00 .' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCWL OPERATIONS DMSION OF THIRD PARTY LIABILRY ESTATE RECOVERY PROGRAM PO BOX 6466 HARRISBURG, PA 171058486 December 9, 2003 BUTLER LAW FIRM BENJAMIN BUTLER ESQUIRE 500 N THIRD ST 12TH FLR PO BOX 1004 HARRISBURG PA 17108-1004 Re :' GLENN GARRISON SSN: 184-28-2446 Dear Attorney Sutler: Pursuant to your letter dated December 01, 2003, the Department of Public Welfare (DPW), Estate Recovery Program, has reviewed the information you provided regarding the above-referenced. individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program will not seek any recovery from this estate. If you have any questions, please feel free to contact me .' Sincerely, `-`~\~l~t>vC Ronald D. Hill, Manager TPL - Casualty Unit , (717)772-6604 (717}772-6553 FAX IN THE MATTER OF THE . : IN THE COURT OF COMMON PLEAS ESTATE OF GLENN EDWARD :CUMBERLAND COUNTY, PENNSYLVANIA GARRISON, :ORPHANS' COURT DIVISION DECEASED N0.21-03-0802 -CLAIM TO THE CLERK OF THE ORPHAN'S COURT DIVISION: Enter the claim of Nancy J. Garrison, 6202 Westover Drive, Mechanicsburg, Pennsylvania 17050 in the amount of $30,000.00 against this Estate. The basis of the aforesaid claim is as follows: Pursuant to the Order of Cumberland County Court dated December 20,. 1999 incorporated in the Divorce Decree indexed to No. 96-6407 Civil, in the said court, the sum of $25,000.00 was awarded pursuant to Paragraph 10 of the Order and the sum of $5,000.00 was awarded pursuant to Paragraph 13 of the said Order. Written notice of said claim was given to the Estate of Glenn Edward Garrison; c!o Ronald D. Butler, Esquire, Butler Law Firm, P.O. Box 1004, Harrisburg, PA 17108-1004. Respectfully submitted, JAMES, SMTtFi, DIETTERICK & CONNELLY LLP Date: i ~ ~ ~ ~, 0 ~ W-: . Joh~i J. o 'ell ,Esquire PA . No. 5 5 P.O. Box 650 Hershey, PA 17033 (717) 533-3280 Attorneys for Nancy J. Garrison, Claimant r c >: w ~.. air i. .. i• ii r i r~ r: i .. ~. I N TE--1 ~ C®U C .T O ~' C©11~I 1VI O N ~'~~AS OR CUlV1B~RILAND COUNTY ~~ r STATE OF ~ ~ PENNA. ,r NANCY J. GARRISON, Pisintiff Versus -GLENN E. GARRISON, N ~~...__ 96..-..640.7 CIVIL._ . 1~ ______.....Iefendant ,I ~~~CRE~ ~N ~ivoRC~ AND NOW, .. Decenbez: ZO,.. • ........... , 19 gg.... , it is ordered and - decreed that ...........Nancy J. Garrison.. ' ....... . ... . . .... . . PlOintlff, Glenn E. Garrison and .........:..... .......... .... ......... .........., defendant, are divorced from the bonds of matrimony. The court retains jurisdiction of the fol owing claims which -have been raised of retard in this action far which a final order hQS not yet been entered r %~ ~~ J_ ~w~ .... , . The .attached .Order .is ,hereby„incorporated, ,but.not,merged, ,into, this Decree is Divorce ...............:.........._.............................. ? By 'The Court: g ;; .-/s/ J. Wesley Olen, Jr. Attest: J. t ~' ? +, Prothonotary 1" CERTIFIFrD WPY ISSQED ~'~ ZO, 1999 - :~.;~:"~T.'.~.' ..~OFi::X31..7G1~::~~T1~'..::~?:'-0R:.~S-, :y~,; s~F..:~. -:~.. ,~...:~:•.~,w:~,:;e~- ::s~•:>~F•;is-•..:~ •. ~•:`~.''.::~,~•.::i~,. NANCY J. GARRISON, : IN THE COURT OF COMMON PLEAS Plaintiff :CUMBERLAND COUNTY, PENNSYLVANIA v : N0.96 -6407 CIVIL GLENN E. GARRISON, :CIVIL ACTION -LAW Defendant : IN DIVORCE ORDER AND NOW, this , ~'~'~ day of _ ~~,.~,~ ~~, 1949, IT IS HEREBY ORDERED AND DECREED THAT: 1. Nancy J. Garrison, Plaintiff and Glenn E. Garrison, Defendant, are divorced from the bonds of matrimony. 2. The Report and Recommendations of the Special Master is hereby approved. 3. Within 30 days of the date of this Decree, husband shall vacate the residence at 6202 Westover Drive, Mechanicsburg, Pennsylvania, and provide to wife a special warranty deed transferring all his right, title and interest in said property to wife. However, Wife will take the PiOP~y, ~.1ect to the existing mortgage in favor of Fleet Mortgage Corporation,-and indemnify and 'save husband ha~Iess on account of any claims which may be made by Fleet Mort;agc Corporation against husband. Any liens which. may be against -the properly, other than the morteOage, will be husband's sole and separate responsibility. 4.. Wife shall be entitled to retain her IR.A and her pension with the PSERS free of any claims by husband 5. Husband shall transfer to wife, within 30 days of this Decree, the rifle to the .1990 Pontiac Grand Prix automobile. 6. Husband shall be entitled to retain all his shares of stock in the corporation known as Interpak Systems, Incorporated, free of any chi=ns by wife. 7. Husband shall retain any IRAs which he owns, whether they aze marital or nonmaritai or a combination thereof, free of any claims by wife. 8. Husband shall retain, as his sole and separate property, the 1994 Oldsmobile Delta 88 automobile or any automobiles that he has acquired subsequent. 9. Husband shall leave in the marital residence, upon his vacation of the property, the following items of household property: The washer and dryer, the couch,- chair, leather recliner, and the king-siu bed, mattress and box spring. Any and all personal separate property of the husband, with the exception of items owned by wifc prior to the man-iage which husband shall leave on the premises when.he vacates. 10. Husband shall pay to wife the sum of $25,000.00, which shall be rolled out of his IRA. If there are no IRAs e~sting owned by husband, then husband shall pay to wife the sum of $25,000.00 in cash. The roll-over or payment of cash to wife shall occia within 30 days of this Decree. 11. The parties will sign all titles and, documents necessary to transfer ownership of assets to each. of the patties as heTeia provided i~ti the distribution of assets set forth above so that all transfers are accomplished within 30 days of this Decaee. 12: Husband shall pay to wife alimony in the snm of $800.00 per month through the Cumberland County Domestic Relations Office to begin upon the entry of a Divorce Decree in these proceedings. The amount and duration of alimony shall be subject to modification and tcrmination on petition .of either party as allowed under Section 3'701(c) of the Domestic Relations Code, Specific Tern,inat+on provisions III the Domestic Relations Code will also apply. 13. Husband shall pay to wife within, 30 days of this Decree, the sum of $5,000.00 which will be applied to wife's counsel fees and appraisal fees. BY TIC COURT: ~ J. IN THE MATTER OF THE : IN THE COURT OF COMMON PLEAS ESTATE OF GLENN EDWARD :CUMBERLAND COUNTY, PENNSYLVANIA GARRISON, :ORPHANS' COURT DIVISION DECEASED , N0.21-03-0802 CERTIFICATE OF SERVICE I, John J. Connelly, Jr., Esquire, of James, Smith, Dietterick & Connelly, LLP attorney for the Claimant, Nancy J. Crarrison, hereby certify that I have served, a copy of the foregoing Claim on the following on the date and in the manner indicated below: U.S MAIL, FIRST CLASS, PRE-PAID Ronald D, Butler, Esquire P.O. Box 1004 Harrisburg, PA 17108-1004 JAMES, SMITH, DIETTERICK & CONNELLY LLP Date: j~--~~l~~ B Hershey, PA 17033 (717) 533-3280 PA I.D. No. 15615 ESTATE pF GLENN E. GARRISON THOMAS E. GARRISON EXECUTOR ~_- ~-sol~~o ~ 1018 ~ -/-G ~ ~ ~r.~r t w~,+ci~ovrA _ wact,oW;a sank, N.A,. f wachovia.co ~:0 3 LODO 50 3~: 20000 i 2 3 6 3 ~' i0 T8 ~~'000 i LOOODO~~' Y~Of ~• , n T Q C ^1 _ ~ ~ ~ K ' ? r g i~ a ` :: '+ u. ~, ? d m r_ s3 - ? s a ?: V o - • ~ • / _ ~ 3. r o 1 C ~ ± - ;. Y ~ - ~ I ._ ~ ~ m _ r - y ~A -, c . ,,, _ _ •+ m ~ •. _. ,. , = ~ - _ C.: 'D O 931899911 FtLT9ti 8A~6( i031391~~ L- ~-~ C%3LLfCTili[t I`~ 5342T ~1-1g-84 18i8'S36T~ SItC-~'5~ 1tt~994 92PK ,31@5i~l18 _ 515754Q1 ~~ _ _ _ ~ - ~~~~ _ ~ . - r r r C •. • - - R I et - ~ t i REQUEST 0000422192900000011000.00 ROLL ECIA 20041112 000008427504829 JOB ECIA P ACCT 07520000123b6633 REQUESTOR A367175 1757662 05/10/2010 Subpoena Processing East Y1372-110 Philadelphia PA 19101 2Ctrll~ Yage 26 02 9-5Q~310 ~i!- ~ 0 2 Q ESTATE OF GLENN E. GARRI50N THOMAS E. GARRISON, EXECUTOR ~~ ~ Z _G ` order o{ ~~ ~-~+ ~-I'J ~,~-~ ~ $ /~ OD~r-'v .~._ ~ d~~W ri • •~~O . ~+ Wachovia Bank, NA . c ~~~a.fom ~ Z Oi$~ ~ ~:0 3 1000 50 3~: 20000 1 2 36 6 0234298850 - _ 8004 B42 P i 2 •• •• • . • _ i S /09/2004 z - _.. f . ..~ ~ , == - ~: ' ~ a ~I i --- --- -; - ; REQUEST 0000422192900000011000.00 ROLL ECIA 20041110 000000525099335 JOB ECIA P ACCT 07 5200001 23 6663 3 REQUESTOR A367175 1757662 05/10/2010 Subpoena Processing East Y1372-I10 Philadelphia PA 19101 ~v _ _ _v io ~o ~~oooLiooooo~~~ ?0312013E,0< m `, £1111l~tCE S~.NK H O ~HEFt>~ H IEiL , NJ W ^~ n ~ -+- .. o'~`~o ~_ ~• C~- m~ cn _ O z O v+ ~ ~ `_ - ~ ~ . . z - -, _. T y-. REDE Page 25 of 46 ~- I ESTATE OF GLENN E. GARRISON a-soi3f0 ~. 1019 THOMAS E. GARRISON, EXECUTOR ~~ Z~y ~ - -/ • •-- WACHOVIA Wachovia Barrk, N.k. w~lchovia.com ~~ f--- -- ~ i0 L9 ~~'000 i LD0000~' ~:0 3 1000 50 3~: 20000 i 2 3 07f44d8886 f ! 052'OOd ENT~0467CTRCB04S8LPK=02 T ~ e i ~ (1w •• G t - ~ • • -. 1 a ~ a ~ ~' ~ w s _ N C* ~ -~ ~ Kn l~ O V ~,. C _- -• -i V+ z'E'£8 SFAT1t.E X58 6991-2 @~Iif ~ ~ ~ ; ; • : ~ v~ - - tl~.tfCTIi~ SNIP S1~IT -. ~ m •~ ~ .n ~ :IXi-3584 il?l<=?~9 PK= 5VC-T52 1~652dt~! 8~'i( ~_ ___ __ - =-~ -i- - --~ - r- _. q 7. m ~: REQUEST 0000422192900000011000.00 ROIL ECJA 20041105 000000523551376 JOB ECIA P ACCT 0752000012366633 REQUESTOR A367175 1757662 05/10/2010 Subpoena Processing East Y1372-110 Philadelphia PA 19101 r REDE Page 45 of 46 irSTATE OF GLENN E GARRISON a-sasm '~ 10 k 2 ~~ THOMAS E. GARRISON, EXECUTOR ~d ar~~~ 5 ~ ~ i ~ ~~35~ ,---,_ , WA+CHOV~ Wadpwa Bank NA , _ ~ / ~:0 3 1000 SO 3~: 20000 i 2 366 3 3~' i0~. 2 x'0000 2ti 3 5 29~'' ..~. ossBS9so~o . 0621200b ZQLb9£LSTT00 (1 ~S£~T~40/~6'T/90U-3~Z~trL~9S~OL QBT~? kiA ,~#NN,~~Nt`3 1TSCId3Q ~ILL~ O • ~ ~~j' j '~ .• j r~ ' ~ r ~ ~ ~' ~i REQUEST 00004221929000000 2435.29 ROLL ECIA 20060621 000008628449274 JOB ECJA P ACCT 0752000012366633 REQUESTOR A367175 1757662 05/10/2010 Subpoena Processing East Y1372-110 Philadelphia PA 19101 r - ~v ^~ ESTATE OF GLENN E. GARRISON THOMAS E. GARRISON, EXECUTOR ~„fl d~- 10 4 3 w .~ e W~ Wachovia 8enk NA ~/ machovis.com 1r +:0 3 i0D0 50 3~: 2D000 L 2 3666 3 3u' LO 4 3 .0000 2ti 3 500' l5tS058243 0622'20p6 ~T0000440TRCB7037LPK=24 r r REQUEST 00004221929000000 2435.00 ROLL EClA 20060622 000000126056678 JOB EC1A P ACCT 0752000012366633 REQUESTOR A367175 1757662 05/10/2010 Subpoena Processing East Y1372-110 Philadelphia PA 19101 -~256074974t- Ob/20/Ob VA 2210 703-255-8b21 b4 012i 0 • ~ .. °,. .. ,~.. y. Neil W. Yahn, Esquire Attorney I.D. No. 82278 James Smith Dietterick & Connelly, LLP P.O. Box 650 Hershey, PA 17033 (717)533-3280 Attorneys for Petitioner IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF GLENN EDWARD GARRISON NANCY J. GARRISON, Petitioner : THOMAS E. GARRISON, . DEBRA J. GARRISON, and MICHAEL G. GARRISON, Respondents No. 21-2003-0802 CERTIFICATE OF SERVICE AND NOW, this ~~ day of August, 2010, I, Neil W. Yahn, Esquire, do hereby certify that I served a true and correct copy of the foregoing Objections upon the following below-named individual(s) by depositing the same in the U.S. Mail, postage pre-paid at Hershey, Dauphin County, Pennsylvania: SERVED UPON: Benjamin J. Butler, Esquire Butler Law Firm 500 North 3'~ Street, 12th Floor Harrisburg, PA 17101 Attorney for Respondents JAMES, ~ DIETTERICK & CONNELLY, LLP Neil W. Y ui~ Attorne .D. #8 78 IN RE: FIRST AND FINAL ACCOUNT OF THOMAS E. GARRISON, MICHAEL G. GARRISON AND DEBRA J. GARRISON, CO-ADMINISTRATORS: FOR THE ESTATE OF GLENN EDWARD GARRISON, LATE OF MECHANICSBURG BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN RE: APPOINTMENT OF AUDITOR ORDER OF COURT AND NOW, this 24th day of August, 2010, upon consideration of Petitioner's objections to the first and final account of the Estate of Glenn Edward Garrison for failing to reconcile checks totaling $33,000, and counsel for the Estate in the person of Benjamin J. Butler, Esquire, and counsel for the Objectant in the person of Neil W. Yahn, Esquire, having indicated that an auditor should be appointed in this matter, Wayne F. Shade, Esquire, is appointed auditor. Benjamin J. Butler, Esquires 500 North Third Street P.O. Box 1004 Harrisburg, PA 17108 For Estate Neil W. Yahn, Esquire P.O. Box 650 Hershey, PA 17033 For Objectant IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-2003-0802 N C') o ~ ~ ~ ~ !- ^ ~ ~. ~~ ~ __ `=~7c7 -v ~ - --° r~ G _n ~ _ --i-i v ~ ~_ --~ ca "ri ~ _ " r> b W . w Wayne F. Shade, Esquire 50 West Pomfret Street Carlisle, PA 17013 Auditor Court Administrator :mae By the Court, ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF 1n Re: ESTATE OF GLENN EDWARD GARRISON CUMBERLAND COUNTY PENNSYLVANIA N0. 21-03-0802 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: JUDGE'S INITIALS: TIME STAMP DATE: 08/24/10 IN ~~ APPOINTMENT OF AUDITOR SERVICE TO: BENJAMIN JBUTLER- ESO NEIL W YARN. ESO METHOD OF MAILING: ENVELOPES PROVIDED BY• ® USPS ^ PETITIONER ^ RRR ®JUDGE ^ HAND DELIVERED ^ CLERK OF ORPHANS COURT ^ OTHER MAILED: 08/25/10 SERVICE TO: WAYNE F SHADE. ESO METHOD OF MAILING: ^ USPS ^ RRR ® HAND DELIVERED ^ OTHER MAILED: 08/25/10 ENVELOPES PROVIDED BY• ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT Margie Wevodau 1st Deputy Clerk of Orpha Court Register of Wills of Cumberland County AT AN ORPHANS' COURT, Began on Tuesday the 24th day of August A.D.'2010, and holden at Carlisle, in and for Cumberland County, before the Honorable J. Wesley. Oler, Jr, Judge the following proceedings were held to wit: THE PETITION DOCKET N0.21-03-0~8~2 IN RE: FIRST AND FINAL ACCOUNT OF THOMAS E. GARRISON,IVIIC L G. AND DEBRA J. GARRISON CO-ADMINISTRATORS FOR TE GARRISON , ESTATE OF GLENN EDWARD GARRISON, LATE OF MECHANICSBUR(~ BOROUGH IN RE: AUDITOR OF ESTATE APPOINTED ORDER OF COURT AND NOW, this 24th day of august, 2010, upon consideration of petitioners' objections to the first and final account of the Estate of Glenn Edward Garrison for failing to'r~ecancile checks totaling $33,000, and counsel for the Estate in the person of Benjamin J, ~utler, Esquire, and counsel for the Objectant in the person on Neil W. Yahn, Esquire,''l~aving indicated that an auditor should be appointed in this matter, Wayne F. Shade, Es~uire is appointed auditor. ', By the Court /s/ J. Wesley Oler, Jr., J. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Wayne F. Shade, Esquire being duly sworn according to law, deposes and says that he will perform the duties of auditor in the above estate with fidelity: Audit Sworn d~ubscribed t before a r; this _{ %~ day of ~ 201Q A.D. ~ ~~,., w '~ ~ ~ lerk of Orphans' Court ` 1~ ~ ~ • ~ N Deputy ~ ' ~ ,~., ,_ ~. ~,,~? ~-' ;-~ ~~~~ s. ~~ C:~.. `-~ . -"i...; -r} `"~, !~ 1 ~ ~~ j DICE OF INHERITANCE TAX pennsy van~a ~ ~~ BUREAU OF INDIVIDUAL TAXE~i-~L,F t~"'`"~'`'~ T~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION r~[~~ !^ ~"; ~F 4,~EI~GCTI ONS AND ASSESSMENT OF TAX PO BOX 280601 t-;L.L,e ~.)<i..~`+ '~-~l 4s1-•~-- REV-1547 EX AFP C12-09) HARRISBURG PA 17128-0601 ~Q~~ S~Q 1 7 ~~ ~ ~ ~ 5~ DATE 09-20-2010 ESTATE OF GARRISON GLENN E ~~~~ ~ DATE OF DEATH 10-03-2003 ~++Q~P~~~~ ~~~~~ FILE NUMBER 21 03-0802 BENJAMIN J BUT~~~~~~~,.~~ti~r~ ~'~' ~ r, COUNTY CUMBERLAND ACN 101 500 N 3RD ST APPEAL DATE: 11-19-2010 P 0 BOX 10 0 4 (See reverse side under Objections HBG PA 17108 Asount Rewitted~- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALON_C THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E~ REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: GARRISON GLENN EFILE N0.:21 03-0802 ACN: 101 _ _______________ OR DATE: 09-20-2010 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED 0N: SUPPLEMENTAL RETURN N0. O1 1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) 7,2 7 4.2 4 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .~ 0 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) •0 ~ tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) C7) .0 0 8. Total Assets C8) 7 , 274.24 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 9.0 3 8.9 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 81 , 142.34 11. Total Deductions (11) 90, 181 .24 12. Net Value of Tax Return C12) 82,907.00- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 44,408.75- NOTE: If an assess~ent was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 04 5 = .0 0 17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0 19. Principal Tax Due C19 )= .0 0 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 09-14-2004 CD004380 .00 4,500.00 04-11-2005 REFUND .00 2,753.67- TOTAL TAX PAYMENT 1,746.33 BALANCE OF TAX DUE 1,746.33CR INTEREST AND PEN. .00 TOTAL DUE 1,746.33CR * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. _` -~ ~v~ REV-1470 EX (01- ~) ~ s enns lvan~a INHERITANCE TAX p y DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 DECEDENTS NAME FILE NUMBER Glenn E. Garrison 2103-0802 REVIEWED BY ACN Sheila Megonnell 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES E This amount was already accepted on the Original Return. Row Page 1 Cumberland County - Register Of-Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 r I~~'~~~~~~ ~r 1~1~~ r ~~1, ti.~~ 2010 SEP 2~ ~M 1 ! ~ S 8 Date: 9/22/2010 (ARK F ORPHAN'S ~qU~T CUMBERlAN~ C0 , PA BUTLER BENJAMIN J 500 NORTH THIRD STREET PO BOX 1004 HARRISBURG, PA 17108-1004 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear Sir/Madam: This notice is to serve as a reminder that the Status Repot by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULE, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on o~ after July 1, 1992, the personal representative or his counsel, v~tithin two (2} years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2010 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, ~~~'4~~t~rtJ JG~-~~ ~it+~3?-~ cam-' Glenda Farner 5trasb~ug Clerk of the Orphans' Court cc: File Personal Representative(s) __ Cumberland bounty -'Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717 ) 2 4 0 - 6 3 4 5 ~~',,~` P~~~ ~~,~ `~~ ~~_ 1 h4~~al~ ~~..~1 y ifiil ! 1..i r3a'__~ . 2QI0 SEA 23 AM 11 ~ 58 Date: 9/22/2010 S COURT (X1MBE L4ND CO . PA GARRISON THOMAS E 13685 OLYMPIC VIEW ROAD SILVERDALE, WZ 98383 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear Sir/Madam: This notice is to serve as a reminder that the Status Repot by Personal Representative under Rule 6.12 is due on the belovb listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESI, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2010 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, /~ ~ ~' ~~.. t Glenda Farner Strasb~ugh Clerk of the Orphans" Court cc: File Counsel Cumberland County ~ Regist~~ Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717 ) 2 4 0- 6 3 4 5 ~4~~'r)~~at=~, r~1~=j~'t~U~ ~~- C~"...l:~~Vi~Ct ~f a4k i.'s 2010 SEP 23 QK 11 ~ 58 C1,ERK OF ~;~ca's cou~T Date : 9 / 2 2 / 2 010 (yJM~~~?I.~ND C~ . PA GARRISON MICHAEL G 590 MATAMORAS RD HALIFAX, PA 17032 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear Sir/Madam: This notice is to serve as a reminder that the Status Repot by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULE, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on o~ after July 1, 1992, the personal representative or his counsel, v~ithin 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: 1OJ03j2010 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, ~,,~, _, ,,,, r,.:,; ~v. Glenda Farner Strasb~ugh Clerk of the Orphans! Court cc: File Counsel Cumberland ~a~~.~~_ ~- l~cgxster Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717 ) 2 4 0 - 6 3 4 5 tC{~~ a0~' ~? ~'4~~-~~ ' za~~ s~~ z~~~3 k~ ~~= s~ CLgE~R~~K QF Date : 9/ 2 2 j 2 010 CUMBER D C,~,. GARRISON DEBRA J 429 COUNTRY COURT MT LAUREL, NJ 08054 RE: Estate of GARRISON GLENN EDWARD File Number: 2003-00802 Dear SirjMadam: This notice is to serve as a reminder that the Status Repot by Personal Representative under Rule 6.12 is due on the belotw listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on o~ after July 1, 1992, the personal representative or his counsel, within two (2} years of the decedent's death, shall file with the Reg~ster of Wills a Status Report of completed or uncompleted administ ation. This filing is due by: 10/03j2010 '. Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, pleas,, disregard this notice. Sincerely, ::: t.. Glenda Farner Strasb~ugh Clerk of the Orphans!' Court cc: File Counsel STATUS REPORT UNDER RULE 6.12 ~5 ci> ~ ~j ~y ~~ ~.. c:;> ~,.. C try ~? ~~ Name of Decedent: Glenn Edward Garrison Date of Death: 10/3/03 Will No. Admin. No. 2003-OO8Q2 ~, 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 ~_ 2 . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 12/31/10 3. If the answer to No. 1 is Yes, state the following: I 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: ~ i c. Did the personal representative state an account informally to the parties in interest? Yes No ~I d. Copies of receipts, releases, joinders and,._, - ,,,;~, ,~,~ approvals of formal or informal accounts may be filed with the ,. '~ Clerk of the Orphans' Court and may be attached to this report,,, ', ./ 1_ ~ ~ I Date: 9!24/10 t"~ .~. <£` t"'3 O~G0. ~,;~.. _ ~~o; r N w ., o .v Signature Ben'amin .Butler Name (Please type or p ~ I t 500 N. Third Street, P.O. Bax 0 Harrisburg P.41 17108-1004 Address 1 717 1 2361485 I ~~ Tel. No. Capacity: Personal Rlep esentative =.~X.- Counsel fob etsonal . , representative I l i IN RE: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLV~IA GLENN EDWARD GARRISON, ORPHANS' COURT DIVISIOI~K~ Deceased N0.21-2003-0802 `_~ O ~ AGREEMENT AND RELEASE -? ~ m na ::~ ~ _ KNOW ALL MEN BY THESE PRESENTS, that I, NANCY J. GARRIS ~ ~ for anon ~, -_ I T consideration of Two Thousand Five Hundred ($2,500.00) Dollars, and Two Hundred Twel~ ~ `` and 50/100 ($212.50) Dollars, for a total of Two Thousand Seven Hundred Twelve and 50/100 ($2,712.50) Dollars, receipt of which is hereby acknowledged, do hereby agree to withdraw my objections to the First and Final Account of the Estate of Glenn Edward Garrison, and further agree to pay to Wayne F. Shade, Esquire the sum of Four Hundred Twenty-Five ($425.00) Dollars for his fee for services rendered as auditor and hereby remise, release and forever discharge the Estate of Glenn Edward Garrison and Thomas E. Garrison, Debra J. Garrison and Michael G. Garrison, individually as Co-Administrators, their heirs, executors and administrators of and from all and all manner of actions and causes of action, suits, debts, dues, accounts, bonds; covenants, contracts, agreements, judgments, claims or demands whatsoever, in law or in equity, which against the said Estate of Glenn Edward Garrison,. Thomas E. Garrison, Debra J. Garrison and Michael G. Garrison, their heirs, executors or administrators I ever had, now have, or which I herea$er can, shall or may have,. for or by reason of any cause, matter or thing whatsoever related to the aforementioned estate, from the beginning of the world to the date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal this i~ day of October, 2010. n Nancy J. G # .,r ESTATE OF GLENN EDWARD : IN THE COURT OF COMMON PLEAS OF GARRISON, DECEASED CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION N0.21-0802-2003 ORDER OF COURT AND NOW, this 28~' day of October, 2010, upon consideration of the Agreement and Released filed by Nancy J. Garrison. Objector, in which she has agreed to withdraw her objectio#~s to the First and Final Account of the Estate of Glenn Edward Garrison and to pay the a~ditor appointed by this Court, Wayne F. Shade, Esq., it is ordered that the Appointment of the Auditor is hereby vacated and the First and Final Account is confirmed end distribution directed in accordance with the proposed schedule of distribution.' Benjamin J. Butler, Esq. 500 North ird Street P.O. Box 1 04 Harrisburg, PA 17108 Attorney fo Estate Neil W. Y ,Esq. P.O. Box 6 0 Hershey, P~ 17033 Attorney fo Objectant Wayne F. ade, Esq. 50 West Po fret Street Carlisle, P 17013 Court-appointed Auditor ,~, ~w C~ ~ _ -, ~- ~7 Ca ~ Tn - ~ ~ - , ~ r r-- ~ _m rv ; _ ,- N ~ ,~; iY~ ~ ~:.~> ~, 0 BY THE COURT, _. r _ _ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: GLENN EDWARD GARRISON, DECEASED CUMBERLAND COUNTY PENNSYLVANIA N0.21-03-0802 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 10/28/10 i JUDGE'S INITIALS: JWO i i TIME STAMP DATI~: 10/28/10 IN RE: ORDER OF COURT SERVICE TO: ENJAMIN J BUTLER METHOD OF A,I~ ILING: ENVELOPES PROVIDED BY: ® USPS '~~ ®PNDTIGTE NER ^ RRR ,' ^ HAND DELIVERED ^ CLERK OF ORPHANS .COURT ^ OTHER _~ MAILED: 10/28/10 SERVICE TO: ,'~ ^ USPS ^ RRR ^ HAND 1 ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS. COURT putt' Clerk of Orphans' Court Neil W. Yahn, Esquire Attorney I.D. No. 82278 James Smith Dietterick & Connelly, LLP P.O. Box 650 Hershey, PA 17033 (717) 533-3280 Attorneys for Petitioner IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF GLENN EDWARD GARRISON NANCY J. GARRISON, , Petitioner ; THOMAS E. GARRISON, , DEBRA J. GARRISON, and , MICHAEL G. GARRISON, ; Respondents , No. 21-2003-0802 PRAECIPE TO WITHDRAW TO THE CLERK OF THE ORPHANS' COURT: c~ cp ~ _ -~ ~ c, - T~ ~,-r n . , =, 1.~=r- ~- ~ ~ r-r-t t`.) - _, ~~ ..~ -. , ~.., ~n _ _.._. ~~~-:a -- _ ~_~` ~ - _. < _:~ _.~ ~v - ~ T .. ~'i i "~ N ' ~ Kindly withdraw the Objections to the Accounting filed by Petitioner and mark the matter settled and discontinued in the above-captioned action. Dated: October Z G , 2010 By: U X , Neil W ,Esquire Atto ey LD No. 82278 134 ipe Av ue H elsto , PA 17036 (71 ) 53 280 Att ys for Petitioner ~n4 Neil W. Yahn, Esquire Attorney I.D. No. 82278 James Smith Dietterick & Connelly, LLP P.O. Box 650 Hershey, PA 17033 (717)533-3280 Attorneys for Petitioner IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: No. 21-2003-0802 ESTATE OF GLENN EDWARD GARRISON NANCY J. GARRISON, Petitioner THOMAS E. GARRISON, DEBRA J. GARRISON, and MICHAEL G. GARRISON, Respondents CERTIFICATE OF SERVICE AND NOW, this Zb day of October, 2010, I, Neil W. Yahn, Esquire, do hereby certify that I served a true and correct wpy of the foregoing Praecipe to Withdraw upon the following below-named individual(s) by deposifing the same in the U.S. Mail, postage pre-paid at Hershey, Dauphin County, Pennsylvania: SERVED UPON: Benjamin J. Butler, Esquire Butler Law Firm 500 North 3'~ Street, 12th Floor Harrisburg, PA 17101 Attorney for Respondents JAMES, ~MTTH, DIETTERICK & CONNELLY, LLP Nei Y n, Esquire A omey I. . #82278 _T_ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: GLENN EDWARD GARRISON Date of Death: 10/3/03 File Number: 2003-00802 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 ®No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... Yes ~No b. The separate Orphans' Court No. (if any) for the personal representative's account is: n/a Dare m ~~ ~ d ~ ...1 ~' • . ~ i.- ~`-.~ + EL ~ ~_ ...~ f ! t u i _ ~;. cs: ~? ~. ~~ ~ ~ o ~:,.. o f~,~. ~~ Name of Person Filing this Form 500 N. THIRD STREET, P.O. BOX 1004 Address HARRISBURG, PA 17108-1004 717-236-1485 Telephone Form RW-10 rev. 10.13.06 - _ _ ___ _ _ _ _ _ - - ~„_ ~ ----a . __ _ _ -- 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 fo al or inf al accounts maybe filed with the Clerk of the Orphans' Court and may.lie a c ed to i report. //-i-is gnature of Person Filing this Fo Capacity: Personal Representative Counsel BENJAMIN J. BUTLER BUREAU OF INDIVIDUAL TAXES ` ~ ~(~;6~ITANCE TAX INHERITANCE TAX DIVISION 3TA~`~[+~NT OF ACCOUNT PO BOX 280601 ~ _ HARRISBURG PA 17128-0601 n~ •~, r 'r' ,ra_ BENJAMIN J BUTL~l~, . 500 N 3RD ST PO BOX 1004 HBG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN penn~ylvania ~ ~ r_ DEPARTMIENT OF REVENUE REV-1607 EX AFP (12-D9) 10-12-2010 GARRISON GLENN E 10-03-2003 21 03-0802 CUMBERLAND 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -~ REV-1607 EX AFP C12-09~ *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF:GARRISON GLENN E FILE NO.: 21 03-0802 ACN: 101 DATE: 10-12-2010 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED ',INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-13-2010 PRINCIPAL TAX DUE: .00 PAYMENTS tTAX CREDITS): PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 09-14-2004 CD004380 .00 4,500.00 04-11-2005 REFUND .00 2,753.67- 09-22-2010 REFUND .00 1,746.33- TOTAL TAX PAYMENT ~ .00 BALANCE OF TAX DUET .00 INTEREST AND PEN. I .00 TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. .00 ~~,1,>