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Home My WebLink About04-0852Estate of also known as Register of Wills of Dauphin County, Pennsylvania PETITION FOR GRANT OF LETTERS , Deceased 208-42-6808 Social Security No. (COMPLETE "A" OR #B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut Decedent, dated and codicil(s) dated __ named in the Last Will of the Except es follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration ~' ~'Z~/'~¢) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Elizabeth O'Donnell 107 October Drive, C~L¥ Hill Decedent was domiciled at death in Cumberland County,?ennsylv~nia, With h~s/he~ast far~il~ or princ(pal res,dance at 502 IndLiarm Avenue: . ' . ~.,~,?;~l/ ~'~ /TD'~t --, 5,000.00 53 September 9 Decedent, then years of age, died , i29004 at Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ............................. $ (If not domiciled in PA) Personal property in Pennsylvania ............ $ (I/ not domiciled in PA) Personal property in County .......................... Value of real estate in Pennsylvania ............................................... Tolal i~di~E~L~ Reat Estate situ,ted as fo,ows: 502 ...... Avermm',' 'Cmn'p' HtTI,' 'PA' 17011 ............. $ 19~,CCC.00 Wherefore, Pet~tioner(s) respectfully request(s) the probate of the last Will and CodiciHs) presented with this Petition and the grant of letters in the appropriate form to the undersigned: RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Dauphin The Petitioner(s) above-named swear(s) and 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 Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this j--~c~ day of %0 ~-~.~ .,~,~L~ o%005 ~ DECREE OF REGISTER Pamiela L. Intreri Estate of Deceased also known as Social Security No: 208-42-6808 Date of Death:September 9:2004 AND NOW,~O~ . J --7 c~C',~' , .~ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary [] of Administration are hereby granted to E-l~zabech O'~,=11 ~T~ ~, (~ '_/~,~.//; in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... $~. Short Certificate(s)...~ ..... $ 15 ,(:DC:) Renunciation ................... Affidavit ( ): ................ Extra Pages ( ) ............ Codicil .......................... JCP Fee ........................ $ Inventory & Tax Forms... Other ............................$ TOTAL ................ $~5'~t'''~ Attorney: Thcm~qs S. Beckley t.D. No: 77040 Address: 212 ~orth Third Street Harrisburg, PA 17101 Telephone: (717) 233-7691 DATE FILED: q - [--[ -Oq RENUNCIATION To the Register of Wills of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s] that Letters WITNESS deceased. County, Pennsylvania. handthis /7 dayof ~' ,2(,0~ -/ (Signature) (Address) (Signature) (Address) (Signature) ££: Pd LL dis ~. (Address) his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as l,ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 0530963 Local Registrar ~' - SEP 1 $ 2004 No. Date COMMONWEALTH OF PENHS I EPARTMENTOF HEALTH VITAL RECO~S CERTIFICATE OF DEATH p.,oroneq _.., ' "' ' ¢ptember 9~ 2004 53 ,- ~eb 8 1951 hiladelphia, --~ ~ 502 I~l~ Ave. ~m~m~ ~ PA 17043 [~*~ ~rl~ ~? ~~e ....... '~ '' I'q~-~'q~l'~%~ill PA 17011 Pending Investigation September 13, 200! Michael L. Coroner 6~75 Basehore ~oad, Suite #1 Mechanicsburg, Pa. 17050 INRE: Estate of Pamela L. Intreri, deceased : 1N THE COURT OF COMMON PLEAS :OF CUMBERLAND COUNTY, PENNSYLVANIA : No. 21-04-0852 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. Pamela L. Intreri September 9, 2004 21-04-0852 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on September 22, 2004. Name Elizabeth O'Donnell Address 107 October Drive, Camp Hill, PA 17011 Notice has been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: September 22, 2004 Signature: ~---~~.~. v J Name: Thomas S. Becklev. E~s~uire Capacity: Address: 212 North Third Street P.O. Box 11998 Harrisburg, PA 17108 Telephone: (717) 233-7691 Personal Representative X Counsel .~ ~ersonal represen ~t~t~fi~q~ BE0~, .E¥ & I~[ADDEN ~SBURG, PENNSYLVANL~ 17108-1998 NO. 46830 December 3, 2004 Glenda Famer Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, Pennsylvania 17013 VIA FIRST CLASS MAIL RE: Estate of Pamela Intreri, deceased Number 21-04-0852 Dear Register Strasbaugh: Enclosed herewith you will fred a check in the amount of $5,500.00 made payable to "Register of Wills, Agent," which represents a payment on the inheritance taxes for the above-referenced Estate· We would request that your office return a receipt to our office in the enclosed, self-addressed stamped envelope. Thank you for your assistance, and if you need anything further from our office, please do not hesitate to contact me. cc: John O'Dormell ry tmly y Ve Ours, .:/' BECKLEY & MADDEN Thomas S. Beckley COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(I~ 96) NO. CD 004695 BECKLEY THOMAS SANFORD 212 N THIRD STREET HARRISBURG, PA 17108-1998 fold ESTATE INFORMATION: SSN: 208-42-6808 F LE NUMBER: 2104-0852 DECEDENT NAME: INTRERI PAMELA L DATE OF PAYMENT: 12/06/2004 POSTMARK DATE: 1 2/03/2004 COUNTY: CUMBERLAND DATE OF DEATH: 09/09/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,500.00 TOTAL AMOUNT PAID: $5,500.00 REMARKS: SEAL CHECK//137 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240.-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 324 4/20/2005 Pamela Intreri 21-04-0852 THOtvLI\.S BECKLEY, ESQUIRE 212 NORTH THIRD STREET CCP HARRISBURG, PA 171081998 Qty Fee Description Short Certificates Fee Total 4.00 $4.00 Total: CJ< d-O llo 0c\ $4.00 ;".<.J ~"..: Checks should be made payable to the Registet of Wills. Tetms: Net 30. Please return one copy of this invoice with your payment. Thank you. t.LE NU"BER .. REV-1500 COMMONWEACTI<O",,,mVAN,^ I INHERITANCE TAX RETURN DEPARTMENTO'REVENUE I I 21 2004 0852 _HARR"~~:~.~~\""'" L-. RESIDENT DECEDENT_ caUN=-, .~ _ NUMBE'L-_ T6-ECEOENTS NAME (LAST, FIRST, AND MIDDLE"INITIAL) ~- '----'-----.~- SOCIAL SECURITY NUMB~ . ~::e~~'D~~~~~_;r:RJ -I' DATE a'BIRTH (MM.DD-YEAR)--- -I :..~t:U~:t~~T8BEflLED 'N DIJPLlCATEWITH THE- ~/0912004 102/08/1951 I REGISTER OF WILLS -(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) ------t- SOCIAL SECURITY NUMBER - i o 2. SupplemenialRetum---~--------n 3. R~Retum(dateOf1:ieath~to12-1-3-8i)-- o o o REV. 16W EJl + (iI-OOl , ~ z w c w u w c +~ o o o 1. Original Return w ~ :.::':!V,I u~~ W~U ~CC U~" ~. ~ '" o 5. Federal Estate Tax Return Required 4a. FuttJre Inlerest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trusl) 10. Spousal poverty Credit (date of death between 12-31-91Ind1-1-95 4. Limited Estate 8. Total Number of Safe Deposit Boxes 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received o 11.Electlon to tax under Sec. 9113(A) (Attach Sch 0) AME Thomas S. Beckley ---- -----.---.-- r'RM NAME (",pp"",bloJ 212 North Third Street ~E~E::~~:.~::,adden_____ _I ~~~:c;,~~X1~\:8 (717)1233-7691.~~~~~...I._==~~_ 1. Real Estate (Schedule A) (1) 160,000.00 -.-..-------..."- 2. Stacks and Bands (Schedule B) (2) 489.25 ~ z w c z ~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. InterNivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 1 Q. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (3) (4) (5) (6) (7) None None 1':> -rJ :;:;;: 12,097.04 t;:l .r:- 0""\ None None (8) 172,586.29 (9) (10) 24,963.26 ----"-- 26,228.25 (11) 51,191.51 11. Total Deductions (total Lines g & 10) (12) 121,394.78 12. Net Value of Estate (Line 8 minus Line 11) (13) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 121,394.78 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) artranslers under Sec. 9116(a)(1.2) -,,-----._- z 121,394.78 .045 (16) a 16. Amount of Line 14 taxable at lineal rate x ~ -".-- ~ ~ ~ 17. Amount of Line 14 taxable at sibling rate x .12 (17) ~ 0 ---- --'''-'- u ~ 18. Amount of Une 14 taxable at collateral rate x .15 (18) ~ --~""'--.- 19. Tax Due (19) 5,462.77 5,462.77 CHECK HERE IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT. 20 ~ Form REV-1500 EX (Rev. 6-00) Copyright 2000 form software only The Lackner Group, Inc. '* SCHEDULE A REAL ESTATE COMMONWEAlTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF : FILE NUMBER 21 - 2004 - 0852 Intreri, Pamela Lynn All real propel1Y owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wilflng seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 502 Indiana Avenue Lemoyne, PelU1sylvania 17043 (see attached settlement sheet) VALUE AT DATE OF DEATH 160,000.00 DESCRIPTION TOTAL (Also enter on Line 1, Recapitulation) 160,000.00 *' SCHEDULE B STOCKS & BONDS I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RE11JRN RESIDENT DECEDENT ! FILE NUMBER 21 - 2004 - 0852 ESTATE OF Intreri, Pamela Lynn All property jointly-owned with right of survivorship must be disclosed on Schedule F. ---,----- ITEM NUMBER ] ! 19 Shares The Phoenix Companies , UNIT VALUE VALUE AT DATE OF + DEATH . -r---2.S:751 -- 489.25 DESCRIPTION _L TOTAL (Also enter on line 2, Recapitulation) 489.25 ESTATE OF '* I uJ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Intreri, Pamela Lynn I - - I FILE NUMBER .. 21 - 2004_~ 0852 Include the proceeds of Illigation and the date the proceeds were received by the estale. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER I 4 5 6 7 8 9 10 11 12 DESCRIPTION VALUE AT DATE OF DEATH 41.62 Refund - County Taxes 2 Refund - Assessments 1,327.78 3 Refund - Sewer 10.44 Refund - Trash 5.91 Refund - Patrick Lauer, Esquire (retainer fee) 5,000.00 Refund - Erie Automobile Insurance 78.00 Wachovia Securities (checking account) 268.89 Refund - Comcast Cable 42.23 Refund - PP&L Electric 429.17 Refund - Murdoch Insurance 103.00 Contents of Residence (see attached appraisal of Claude C. Wolfe & Associates) 4,335.00 Refund - Internists of Central Pennsylvania 455.00 TOTAL (Also enter on Line 5, Recapitulation) 12,097.04 *' J SCHEDULE H FUNERAL EXPENSES & ADMINISTRATlVECOSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER -- 21 - 2004 - 0852 ESTATE OF Intreri, Pamela Lynn Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: Musslman Funeral Home 5,613.00 2 Rolling Green Cemetery 895.00 3 Red Lobster - Luncheon 200.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B. Social Security Number(s) I ErN Number of Personal Representative(s): Street Address City Year(s) Commission paid State Zip 2. Attorney's Fees Beckley & Madden 6,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Register of Wills - Cumberland County State Zip 4 265.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7 Other Administrative Costs Cumberland County Law Journal 75.00 2 Patriot-News 196.63 - I 11,718.63 24,963.26 Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) *' Schedule H Funeral Expenses & Adninislralive CosIs continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Intreri, Pamela Lynn 3 Claude C. Wolfe & Associates (appraisal fee) 4 Cumberland County Recorder of Deeds (copy of deed) 5 Xeroxing charges 6 Postage 7 Murdoch Insurance 8 Clauser Appraisals 9 Thomas Hamilton (removal of debris from house) 10 Aqua Specialists (winterization of pool) II PP&L Electric 12 Marsha Leitzel 13 Pennsylvania-American Water Company 14 Linda Tocket IS Recorder of Deeds (realty transfer tax) 16 Re/Max Realty Associates, Inc. (realtor's fee) 17 Estimated closing costs FILE NUMBER 21 - 2004 - 0852 Page 2 of Schedule H 350.00 1.50 75.00 15.00 1,151.50 300.00 2,360.00 1,283.00 198.77 30.00 3.86 150.00 1,600.00 3,200.00 1,000.00 ESTATE OF *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ----~ Intreri, Pamela Lynn I FILE NUMBER . ~I_: 200~ - 0852 Include unreimbursed medical expenses. ITEM NUMBER I Chase Visa Credit Card DESCRIPTION AMOUNT 5,000.00 2 A&D Reisman 50.00 3 Verizon 70.57 4 PP&L Electric 110.99 5 West Shore Oil 304.50 6 Borough of Lemoyne 94.00 7 Pennsylvania American Water Company 6.41 8 Elizabeth O'Donnell (balance on promissory note) 14,405.92 9 Faith A. Nicola (tax collector) 11.00 10 2004-2005 school tax 2,460.16 11 2003 property taxes 3,560.70 12 Lemoyne Borough (sewer charges) 120.00 13 Lemoyne Borough (trash removal charge) 34.00 TOTAL (Also enter on Line 10, Recapitulation) 26,228.25 REV-1513 EX. (9-00) . SCHEDULE J BENEFICIARIES , I , _____J FII.E-N~~~~~4_0~52 RELATIONSHIP TO OECEOENT ___ nn Nntl hofTrustee(a) AMOUNT OR SHARE OF ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Intreri, Pamela Lynn NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Elizabeth O'Donnell 107 October Drive Camp Hill, PA 17011 Mother 100% Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS, A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT IBEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I CLAI>E C. WOLFE & ASSO.ATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET' CAMP Hill, PA 17011 717-761-2763 September 27,2004 Appraisal for the Estate of Pam L. Intreri 502 Indiana A venne, Lemoyne, P A 17043 ENTRY Record cabinet Gilt framed mirror Scale 40.00 10.00 1.00 LIVING ROOM Fisher stereo system with speakers - old 3-Piece glass insert table Figural table lamp Artificial Ficus tree 4-Drawer legal file cabinet - broken 50.00 60.00 10.00 5.00 5.00 Glass cover and bell Pitcher/vase - chipped 4-Piece sectional sofa - worn Brass candlestick Artificial plant 10.00 1.00 1.00 2.00 2.00 Woven style table lamp Folding table Bench Basket (2) Large pictures (one soiled) 3.00 3.00 4.00 1.00 50.00 Misc. contents ofliving room 15.00 DINING ROOM Misc. dog figurines Capo di Monte flowers - chipped Artificial flowers and vase Small modern picture Misc. partial dinnerware sets 10.00 5.00 2.00 2.00 20.00 CLAl1bE C. WOLFE & ASSO~TES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET. CAMP Hill, PA 17011 717-761-2763 Intren appraisal Page 2 of 7 DINING ROOM - continued Decorator bowl 1965 Royal Copenhagen Christmas plate Slate top buffet Oreck vacuum cleaner (5) Reproduction Oak pressed back chairs 50.00 3.00 60.00 40.00 50.00 Dining room table Large framed picture Hoover rug cleaner 3-Piece picture set Basket with lid 10.00 20.00 10.00 10.00 2.00 Artificial Ficus tree Artificial plant Mirror Misc. contents of dining room 5.00 1.00 3.00 20.00 KITCHEN Kenmore 22 side by side refrigerator - 11 years old Uniden remote telephone 1. C. Penny microwave Misc. kitchen appliances VCR tapes 25.00 5.00 15.00 35.00 10.00 Sharp vacuum cleaner - broken Roasters Gibson's tea set Milk glass hobnail fruit container Utensils 5.00 5.00 5.00 5.00 5.00 Cookware Trash can Misc. contents of kitchen 10.00 1.00 25.00 CLAIlE C. WOLFE & AssoIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET. CAMP Hill, PA 17011 717-761-2763 lntreri appraisal Page 3 of 7 FAMILY ROOM (3) Sofas - poor condition Sony radio/CD player Table (3) Tables Electric fireplace fIB TVNCR - broken Sylvania TV - broken (3) Pictures ofRottweiler dogs Artificial plants Misc. books Misc. contents of family room BATH Misc. lines - soiled Trash can DEN Dirt Devil vacuum cleaner - broken (2) Book units Misc. books Framed print Desk - broken Globe Craftsman shop vac Misc. cassette and VCR tapes Misc. contents of den 1.00 15.00 2.00 3.00 35.00 3.00 1.00 25.00 5.00 10.00 20.00 1.00 1.00 5.00 20.00 10.00 10.00 1.00 1.00 10.00 5.00 20.00 CLAIlE C. WOLFE & ASSO'ATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET. CAMP Hill, PA 17011 717-761-2763 Intreri appraisal Page 4 of 7 FRONT BEDROOM - SOUTH (2) Mattresses - soiled Stainnaster 4000 PT exercising step machine Chest of drawers - marred Woven style table lamp Misc. contents of bedroom BATH Electric heater FRONT BEDROOM - NORTH White wooden chest Shiny finished black chest Trip]e dresser Tatum Light - massage table Coat/hat tree - broken Ironing board Contents of bedroom LANDING Shiny finished black end table Remote telephone (2) Dog dishes REAR BEDROOM - NORTH Metal desk Dentist's table Tanning lights Recliner - soiled Upholstered chair - torn 1.00 25.00 5.00 3.00 5.00 1.00 20.00 ]0.00 30.00 30.00 1.00 1.00 5.00 2.00 6.00 1.00 2.00 2.00 ]5.00 5.00 1.00 CLA~E C. WOLFE & ASSO'ATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET. CAMP Hill, PA 17011 717-761-2763 Intreri appraisal Page 5 of 7 REAR BEDROOM - NORTH - continued Books Tape player Gun cabinet SECOND FLOOR BATH Quartz heater Hair dryer REAR BEDROOM - SOUTH Framed print of ballet shoes Shiny finished black dresser - poor condition Inlaid jewelry box King size bed and head board - broken & soiled Books (2) Sony CD players Secretary chair - old TV stand Panasonic VCR - broken Portable TV VCR tapes DVD player Massager Misc. contents of bedroom BASEMENT Grill - broken Dog cage Lawn chairs (2) Wooden office chairs Tool cabinet 10.00 1.00 30.00 2.00 1.00 2.00 10.00 60.00 1.00 1.00 30.00 1.00 5.00 1.00 20.00 5.00 10.00 3.00 20.00 1.00 5.00 1.00 2.00 25.00 CLA~E C. WOLFE & ASSOA\TES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET. CAMP Hill, PA 17011 717-761-2763 Intreri appraisal Page 6 of 7 BASEMENT - continued Misc. cabinets Misc. hand tools Wooden step ladder Carpenters tool box Gasoline powered weed whacker - broken (2) Fishing rods Typewriter Kitchen table Blanket chest Cooler Glass top for table GE clothes dryer GE clothes washer Workmate 400 table Misc. Christmas decorations Misc. head boards for beds York Force I weight bench Lifestyler 1500 pulse monitor tread mill (2) Exercise bicycles Gotham 4' x 8" pool table - poor condition Sofa - poor condition (3) Bar chairs Portable bar Sony stereo Large picture Love seat - poor condition Misc. weights Punching bag 10.00 5.00 4.00 5.00 1.00 3.00 1.00 2.00 20.00 1.00 3.00 30.00 75.00 20.00 2.00 5.00 5.00 30.00 10.00 25.00 1.00 6.00 45.00 10.00 3.00 1.00 10.00 5.00 CLAIbE C. WOLFE & ASSO!ATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET' CAMP Hill, PA 17011 717-761-2763 Intreri appraisal Page 7 of 7 REAR YARD 5-Piece wrought iron patio set Propane grill Wheel barrow Lawn Hog electric lawn mower (2) Plastic chaise lounges 3-Piece wrought iron patio set - rusted Swing set - rusted Wrought iron settee - rusted Hose and reel - poor condition Concrete bird bath Concrete bench supports GARAGE Bicycle . 1997 Jeep Cherokee Sport 4.0L, automatic, cassette, NC, 127,682 miles Trash cans 60.00 10.00 8.00 15.00 2.00 2.00 10.00 1.00 1.00 10.00 5.00 2.00 2,500.00 2.00 APPRAISAL TOTAL $ 4,335.00 This Fair Market Value appraisal is true and correct to the best of my ability as an auctioneer and appraiser with 35 years experience. Member: Certified Appraisers Guild of America CLAUDE C. WOLFE & ASSOCIATES , ") \ I ., \"- '-'v ' ?,i . v'~ t.~^~ v./v-- '< -~~:-'- ~~'\ (' W K. Dusty Chapman, CAGA Register of Wills of Cumberland County, Pennsylvania INVENTORY , Deceased No. 21 - 2004 - 0852 Date of Death 9/9/2004 Social Security No. 208-42-6808 Estate of mtreri, Pamela Lynn also known as John E. O'Donnell, II _.__._."_._---~------- The 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 located 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 the Decedent owned no real estate outside of 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 are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: Thom-"s_~. Beckley Personal Represe,.,tive . 7' (' Signature:X~ C.V ~.~4.e.,zz:::. John E. O'Donnell, II Signature: 1.0. No.: 77040 Signature: Address: 212 North Third Street Post Office Box 11998 Harrisburg, PA 17108 Address: 660 Boas Street Apartment # 1620 Harrisburg" PAl 71 02 Telephone: (717)/~33_: 7(j~!_._____u_______ Telephone: (717) 238-7625 Dated: 5-u uS Personal Property 19 Shares The Phoenix Companies 489.25 Refund - County Taxes u': 41.62 f"",:; Refund - Assessments :rl,327.78 Refund - Sewer l'.) 10.44 .r:- -.l Refund - Trash 5.91 Refund - Patrick Lauer, Esquire (retainer reel 5,000.00 Refund - Erie Automobile Insurance 78.00 Wachovia Securities (checking account) 268.89 Refund - Comcast Cable 42.23 Refund - PP&L -- - - -< 429.17 (Attach additional sheets if necessary) Total Personal Property and Real Estate $172,586,29 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued , Deceased No. 21 - 2004 - 0852 Date of Death 9/9/2004 Social Security No. 208-42-6808 Estate of Intreri, Pamela Lynn also known as Refund - Murdoch Insurance 103.00 Contents of Residence (see attached appraisal of Claude C. Wolfe & Associates) 4,335.00 Refund - Internists of Central Pennsylvania 455.00 Total Personal Property $12,586.29 2 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Intreri, Pamela Lynn No. 21 - 2004 - 0852 Date of Death 9/9/2004 Social Security No. 208-42-6808 also known as , Deceased Real Estate 502 Indiana Avenue Lemoyne, Pennsylvania 17043 (see attached settlement sheet) 160,000.00 Total Real Estate $160,000.00 3 CLAIlE C. WOLFE & ASSO'ATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET. CAMP HILL, PA 17011 717-761-2763 September 27,2004 Appraisal for the Estate of Pam L. Intreri 502 Indiana Avenue, Lemoyne, PA 17043 ENTRY Record cabinet Gilt framed mirror Scale 40.00 10.00 1.00 LIVING ROOM Fisher stereo system with speakers - old 3-Piece glass insert table Figural table lamp Artificial Ficus tree 4-Drawer legal file cabinet - broken 50.00 60.00 10.00 5.00 5.00 Glass cover and bell Pitcher/vase - chipped 4-Piece sectional sofa - worn Brass candlestick Artificial plant 10.00 1.00 1.00 2.00 2.00 Woven style table lamp Folding table Bench Basket (2) Large pictures (one soiled) 3.00 3.00 4.00 1.00 50.00 Misc. contents of living room 15.00 DINING ROOM Misc. dog figurines Capo di Monte flowers - chipped Artificial flowers and vase Small modern picture Misc. partial dinnerware sets 10.00 5.00 2.00 2.00 20.00 CLA~E C. WOLFE & ASSOIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET' CAMP Hill, PA 17011 717-761.2763 lntreri appraisal Page 2 of 7 DINING ROOM - continued Decorator bowl 1965 Royal Copenhagen Christmas plate Slate top buffet Oreck vacuum cleaner (5) Reproduction Oak pressed back chairs 50.00 3.00 60.00 40.00 50.00 Dining room table Large framed picture Hoover rug cleaner 3-Piece picture set Basket with lid 10.00 20.00 10.00 10.00 2.00 Artificial Ficus tree Artificial plant Mirror Misc. contents of dining room 5.00 1.00 3.00 20.00 KITCHEN Kenmore 22 side by side refrigerator - 11 years old Uniden remote telephone 1. C. Penny microwave Misc. kitchen appliances VCR tapes 25.00 5.00 15.00 35.00 10.00 Sharp vacuum cleaner - broken Roasters Gibson's tea set Milk glass hobnail fruit container Utensils 5.00 5.00 5.00 5.00 5.00 Cookware Trash can Misc. contents of kitchen 10.00 1.00 25.00 CLAIlE C. WOLFE & ASSO'ATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET. CAMP Hill, PA 17011 717-761.2763 lntreri appraisal Page 3 of 7 FAMILY ROOM (3) Sofas - poor condition Sony radio/CD player Table (3) Tables Electric fireplace HB TV NCR - broken Sylvania TV - broken (3) Pictures ofRottweiler dogs Artificial plants Misc. books Misc. contents offamily room BATH Misc. lines - soiled Trash can DEN Dirt Devil vacuum cleaner - broken (2) Book units Misc. books Framed print Desk - broken Globe Craftsman shop vac Misc. cassette and VCR tapes Misc. contents of den 1.00 15.00 2.00 3.00 35.00 3.00 1.00 25.00 5.00 10.00 20.00 1.00 1.00 5.00 20.00 10.00 10.00 1.00 1.00 10.00 5.00 20.00 CLAIlE C. WOLFE & ASSO'ATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET. CAMP HILL, PA 17011 717-761-2763 Intreri appraisal Page 4 of 7 FRONT BEDROOM - SOUTH (2) Mattresses - soiled Stairmaster 4000 PT exercising step machine Chest of drawers - marred Woven style table lamp Misc. contents of bedroom BATH Electric heater FRONT BEDROOM - NORTH White wooden chest Shiny finished black chest Triple dresser Tatum Light - massage table Coatlhat tree - broken Ironing board Contents of bedroom LANDING Shiny finished black end table Remote telephone (2) Dog dishes REAR BEDROOM - NORTH Metal desk Dentist's table Tanning lights Recliner - soiled Upholstered chair - torn 1.00 25.00 5.00 3.00 5.00 1.00 20.00 10.00 30.00 30.00 1.00 1.00 5.00 2.00 6.00 1.00 2.00 2.00 15.00 5.00 1.00 CLAI>E C. WOLFE & AssolATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET. CAMP Hill, PA 17011 717-761-2763 Intreri appraisal Page 5 of 7 REAR BEDROOM - NORTH - continued Books Tape player Gun cabinet SECOND FLOOR BATH Quartz heater Hair dryer REAR BEDROOM - SOUTH Framed print of ballet shoes Shiny finished black dresser - poor condition Inlaid jewelry box King size bed and head board - broken & soiled Books (2) Sony CD players Secretary chair - old TV stand Panasonic VCR - broken Portable TV VCR tapes DVD player Massager Mlsc. contents of bedroom BASEMENT Grill - broken Dog cage Lawn chairs (2) Wooden office chairs Tool cabinet 10.00 1.00 30.00 2.00 1.00 2.00 10.00 60.00 1.00 1.00 30.00 1.00 5.00 1.00 20.00 5.00 10.00 3.00 20.00 1.00 5.00 1.00 2.00 25.00 CLAlIbE C. WOLFE & ASSOA\TES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE /912 2009 LINCOLN STREET' CAMP HILL, PA 17011 717.761.2763 lntreri appraisal Page 6 of 7 BASEMENT - continued Misc. cabinets Misc. hand tools Wooden step ladder Carpenters tool box Gasoline powered weed whacker - broken (2) Fishing rods Typewriter Kitchen table Blanket chest Cooler Glass top for table GE clothes dryer GE clothes washer Workmate 400 table Misc. Christmas decorations Misc. head boards for beds York Force 1 weight bench Lifestyler 1500 pulse monitor tread mill (2) Exercise bicycles Gotham 4' x 8" pool table - poor condition Sofa - poor condition (3) Bar chairs Portable bar Sony stereo Large picture Love seat - poor condition Misc. weights Punching bag 10.00 5.00 4.00 5.00 1.00 3.00 1.00 2.00 20.00 1.00 3.00 30.00 75.00 20.00 2.00 5.00 5.00 30.00 10.00 25.00 1.00 6.00 45.00 10.00 3.00 1.00 10.00 5.00 (LAIn (. WOLFE & ASSO!ATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET' CAMP Hill, PA 17011 717-761-2763 Intrefi appraisal Page 7 of 7 REAR YARD 5-Piece wrought iron patio set Propane grill Wheel barrow Lawn Hog electric lawn mower (2) Plastic chaise lounges 3-Piece wrought iron patio set - rusted Swing set - rusted Wrought iron settee - rusted Hose and reel - poor condition Concrete bird bath Concrete bench supports GARAGE Bicycle 1997 Jeep Cherokee Sport 4.0L, automatic, cassette, AlC, 127,682 miles Trash cans 60.00 10.00 8.00 15.00 2.00 2.00 10.00 1.00 1.00 10.00 5.00 2.00 2,500.00 2.00 APPRAISAL TOTAL $ 4,335.00 This Fair Market Value appraisal is true and correct to the best of my ability as an auctioneer and appraiser with 35 years experience. Member: Certified Appraisers Guild of America CLAUDE C. WOLFE & ASSOCIATES ".-'.k,''--....~/ \~'"""\, \:"-\:::/'.....---. C:.,-..,---.. , W. K. Dusty Chapman, CAGA 08-01-Z005 INTRERI 09-09-Z004 ZI 04-085Z CUMBERLAND 101 APPEAL DATE: 09-30-Z005 ( See reverse side under Objections) AlIIoun't Rellli1:'ted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS - REV:is47-EX-AFP-C03:oSi-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEHENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ,PAMELA L FILE NO. ZI 04-085Z ACN 101 BUREAU Of INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171za-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Pt.. C.C~.~rilfl~NHER1TANCE TAX (:~ ~~CAU.'uIIANCE OR DISALLOWANCE I <']iIf'J)el!l,ICt.~AND ASSESSIIENT Of TAX zoos AUG - 1 PI1/2: 27 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN THOMAS S BECKLEY BECKLEY & MADDEN PO BOX 11998 HBG CLEI'W nc O - 1/\ ), RPHi (~"" IDr Ci ...,~ " PA 17108 ESTATE OF INTRERI '* REV-1547 EX AFP (06-05) PAMELA L TAX RETURN liAS: (X I ACCEPTED AS FILED ( I CHANGED DATE OB-OI-Z005 I~ an assessmen1: was issued previously, lines 14, 15 and/or 16, 17, 18 and reflec1: figures 'that include 'the 'to1:al of ALL re1:urns assessed to da1:e. ASSESSMENT OF TAX: 15. AIoaunt of Line 14 at Spousal rata 1151 16. Aeount 01 Line 14 taxable .t Lineal/Class A rat. (16) 17. Aaount of Lina 14 at Siblinll rata (171 18. AMount of Line 14 taxable at Collateral/Class Brat. (18) 19. Princip81 Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Raa1 Estata (Schodu1a Al 2. Stocks and Bonds (Schadula BI 3. CloselY Held Stock/PartnerShip Interest {Schedule CJ it. Hort.gagas./Hotes ReceIvable (Schedule OJ S. Cash/Bank Deposits/Hisc. Personal Property (Schedule EJ i. Jointly Owned Property (Schadu1. FI 7. Transfers (Schedule GJ 8. Total Assets III (21 (31 (41 (51 IiI (7) 160,000.00 489.Z5 .00 .00 lZ. 097. 04 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. F...,eral Expenses/A.. Costs/Hisc. Expenses (Schedule Kl 10. Dabts/NortllBlla Liabi1itias/Liens (Schadula II 11. Total Deductions 12. Net Val..... 0'" Tax Return 13. CharitablelGove~nt.l Bequests; Non-elected 9113 Trusts 14. Met. Value of Estate Subject to Tax Z4,963.Z6 (91 (10) Z6.228.25 111) (12) (131 1141 (Schedu1a JI NOTE: .00 X lZ1,394.7B X .00 X .00 X 00 = 045 = lZ = 15 = (191= NOTE: To insure proper credit to your account, sub.lt the upper portion of this for_ with your tax PBY_nt. 172,586.Z9 51.191 51 lZI,394.7B .00 lZI,394.7B 19 will .00 5,46Z.77 .00 .00 5,46Z.77 TAY CREDIT!!:: ft=~ur ,'J AI10UNT PAID DATE NUI1BER INTEREST/PEN PAID (-I lZ-03-Z004 CD004695 273.14 5,500.00 TOTAL TAX CREDIT 5,773.14 BALANCE OF TAX DUE 310.37CR IMTEREST AND PEN. .00 TOTAL DUE 310.37CR ~ . 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" (CRI, YOU NAY BE DUE A REFUND. SEe REVERSE SIDE OF THIS FORM FnD T>>eTBI................ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OCr'. (\~)'Y~NffE~~~.~NCE TAX . .'_. t, 1 ;,...... .._ ;," . ," .':",-'STATi:MENT' OF ACCOUNT ;"W~ ....l p~~, -; '. 'In \. (~TE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN REV-1607 EX AFP (03-05) THOMAS S BECKlEY BECKlEY & MADDEN PO BOX 11998 HBG 09-12-2005 INTRERI 09-09-2004 21 04-0852 CUMBERLAND 101 PAMELA L Amount Remitted PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF INTRERI PAMELA L FILE NO.21 04-0852 ACN 101 DATE 09-12-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-25-2005 PRINCIPAL TAX DUE: 5,462.77 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-03-2004 CD004695 273.14 5,500.00 08-25-2005 REFUND .00 310.37- TOTAL TAX CREDIT 5,462.77 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J df\ PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF THE ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Pamela L. Intreri Date of Death: September 9.2004 Estate No: 21-2004-0852 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 X 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 X 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 X D. Copies of receipts, released, 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. (date) Date: 9/21/05 ~__. _~ Signature Thomas S. Beckley, Esquire BECKLEY & MADDEN Name (Please type or print) 212 North Third Street, P.O. Box 11998 Harrisburg. PAl 71 08 Address (717) 233-7691 Telephone No. LE~ :.~i :!J ,( t': (,< \,'i7 ~ - ...' -", '''Capacity: Personal Representative X Counsel for Personal Representative LG-'