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HomeMy WebLinkAbout02-0997PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as M. Corinne Otto No 21-02- C~q'~ To: Register of Wills for the Social Security No. County of Cumberland in the 1 _ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the executors named in the last will of the above decedent, dated Sept. 12, 2002 and codicil(s) dated Oct. 17th, 2002 (state relevenat circumstances, e.g. renunciation, deat o executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at ine treet, iddleton Township, Cumberland County, Pennsylvania (hst street, number and municipality) Decedent, then 82 years of age, died at Carlisle Hospital umber an ounty, Carlisle, Pennsy Nov. 5, 2002 Except as ollows, decedent did not marry, was not divorced and did not have a child born or aaopcea after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ unestimated (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in F~ennsylvania $ unestimated situated as follows: South Middleton Township ota . WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the bes'~ of the knowledge and belief of petitioner(s) and at as personal represen- tative(s) of the: abo~a decedent petitioner(s) will well and truly administe ttie estate according to law. Sworn to or affirmed acid subscribed ~~-~'l~~ before me this ~ ~ h day of November, 2002 n 1~--Gat„ ~FJ 1 L11C111 illlilu ~ "-""- -""~" ' - - Mec amcsburg P Mt.Holly Spgs PA t. o y pgs, No. 21-02 - 9' Q ~. Estate of M. Corinne Otto Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW NOVEMBER 7 , 2002 20 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated- Sept. 12, 2002 described therein be admitted to probate and filed of record as the last will of M. Corinne Otto and Letters Testamen are hereby granted to Dean William Otto, Robert Harry Otto, and Christian Harper Otto FEES Probate, Letters, Etc. $ 3 4 0. 0 0 ^~.~ mc~ r Registei o Wil s Robert M. Frey 6274 ATTORNEY (Sup. Ct. LD. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 Short Certificates(1) $ 12.0 0 ~~~~?~~xcodici$! 10.50 xtra pages ~U jcp $ ~n_nn Total $ 3 7 8. 5 0 Filed.........1. 1. -.7.- 2.R A.2........... 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LICENSE NUMBER DATE SKTNED D,IYmc+an is rwt avaaaDN at inrw of Edam m • o•nMuwdaatln. (S'rylmwa ano Tent) jn~ ~~ I~1 (~ (~ ^ I "Pi I~l S l~I `F Q ~ ~ J kN ~5z °-4~5 (~ MoMn. DaY.'herl `/ ~ ~ ~~ /! / 1/L'I V / i l. 1~ zJd. 4ae. / (/ rx. Mnla 2,-4e mom W eompNleE DY TIME OF DEA T N DATE PRONOUNCED DEA D IMmm, Day.,taq WAS CASE REFER RED TO MEDICAL EKAMINERICORONER7 / ~f . Denson a,lo Oronoincea wam. ry ,~ ~/ D J ~' ~ ~ ~ ~ ~ ~I b ^ No (J~+ x. ./ ~ ~ M. !S. Z,. " 37. MRT I: Enter IM Eiasuas, injwiss a cornDtlcanorw srnicir 4useE tM Eeatn. Do rot enter IM ngEa of Eying, soon n caroiac or reslHralory anssl, sMCk a Mart laauM. I AODmaimtla PART A: O,ner signiM1CaM rnrKAtlarr m,bOulYq q ae.m, Dul LW any one caws ql saCn an.. ~ iMenrtl DNween MK reNnl irq g old wmmMn9 oeue 9is+,l in PART 1. I ofwm irlE EsaM MIEpATE CAUSE (F'uW 1 ' nmAnlgn EaartO~ .. G/12.7n42y A12 -e2Y Dr YI E - ~ _ DUE 70 f0R ASACDNSEOUENCE DF7 s.vl.rnuay xee wnailion. 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[r D M D LICENSE MBER GATE SIGNED( .Day.,brl „ 'PIM)NOt/LACING AND CERTIFYING PRYSICIAM(Pnyn:an nom;,ra~arnnnq opatn ano<Mnyinq loGweaoeatnl Te tlw Dent e, my KrowleEge, EeaN eeeurrnE al tM Ilene, Ea,e, ant place, ant Eua to ,M cauae(a) arW manner as ataleE .......................... ^ 7te (~ -~ ~Td ~~ /S '~vv2 NAME ANO ADDRESS lY PERSON WNO COMPLETED CAUSE OF DEATN (stem 27) Type a Print 'MEDICAL E%AMINER/CORONER L,L.p AssoC.n~~ L{ IS On tM basis of eaaminetlonand/or investigation, in my opinion, OeatD o<curreE a, Ina time, Este, and place, an0 due to tM owe(s) ant a t t E ^ / v 22J UJt/1,.../ S' manner s a a ........... e ~,,. ....................................................................................... ax. r: i PA f `70 REGISTRAR' S SIGNATVRE AND N DATE FILED IMOnIn. 0 . RiN LAST WILL AND TESTAMENT OF M. CORINNE OTTO I, M. CORINNE OTTO, widow, of South Middleton Township (mailing address: P. O. Box 47, Mt. Holly Springs, Pennsylvania 17065), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I further direct that all inheritance, transfer, succession, estate and death taxes which may be payable on account of my death shall be payable from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 2. I direct that all of the furniture and household furnishings and tangible personal property generally which I may own at the time of my death shall be sold at public sale by my hereinafter named Executors, at which sale my Executors and all other family members shall be authorized to bid in addition to the public generally. I further direct that each of my three sons and each of my then living grandchildren shall be given a credit of $500.00 each, to be applied by each such person to the total cost of articles purchased by such person at the public sale, which credit to the extent exercised shall be deemed a bequest to each such person. 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath as follows: a) Ten Thousand ($10,000.00) Dollars shall be distributed to each grandchild of mine who shall survive me by a period of ninety (90) days, but should any grandchild fail to so survive me then the same shall lapse and be included in the residue of my estate. At the present time I have the following seven (7) grandchildren: James Alan Otto, Brett Robert Otto, Troy Daniel Otto, Cam Eileen Baer, Cayle Dennine Swindler, Jennifer Jane Herman, and Michael Christian Otto. b) The r;aiance Thereof shail be divided into equal separate shares which shall be distributed as follows: 1) One (1) share to my son, Dean William Otto provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me then to such of their issue as shall survive me by a period of ninety (90) days, per stirpes; 2) One (1) share to my son, Robert Harry Otto, provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me then to such of his issue as shall survive me by a period of ninety (90) days, per stirpes; 3) One (1) share to my son, Christian Harper Otto, provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me then to such of his issue as shall survive me by a penod of ninety (90) days, per stirpes; 4. Whenever pursuant to the provisions of this Will all or any part of a distributive share shall be payable to a minor, title to the share of a minor shall pass to him or her, until he or she shall attain 21 years of age and in the meantime such share shall be held by my hereinafter named Executors as Trustees, or acourt-appointed guardian if my Executors are unwilling to assume such responsibility, until such minor attains 21 years of age. The fiduciary holding such fund shall apply all or such part of the income and principal as the fiduciary in their uncontrolled discretion may determine to the support. education and maintenance of such minor. The authority conferred upon such fiduciary by this paragraph shall be construed as a power only and shall not operate to suspend the absolute ownership of such property by such minor or to prevent the absolute vesting thereof in such minor. With respect to the administration of any such property which shall vest in absolute ownership in a minor and which shall be held by such fiduciary as authorized in this paragraph, such fiduciary shall have all the powers set forth under the provisions of paragraph No.6 of this Will which shall be exercised in the manner set forth in said paragraph. 5. Any share or portion of a share or any property of mine that is not disposed of under any other provision of this Will shall go and be distributed to my heirs-at-law. ~~ i ~ ~.. 6. In addition to the powers conferred by law, my hereinafter named Executors, Trustees, and any court-appointed guardians, are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions. and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus ~n one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. To compromise, settle of arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the aischarge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authori~.ed for the investment of trust funds under the laws of any governing jurisdiction. 7. I hereby nominate, constitute and appoint my three (3) sons, Dean William Otto, Robert Harry Otto and Christian Harper Otto, or any of them, as co-Executors of this my Last Will and Testament and I further direct that none of them shall be required to post any bond to secure the faithful performance of his duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 8. All powers, duties, and discretionary authority granted to my co-Executors and Trustees and court-appointed guardians hereunder, or their successors, may be exercised by them without posting any bond, without obtaining any order from or approval of any court, and without ~~ ~ - ~ _ any notice to or consent of anyone. 9. If any provision of this Will shall be unenforceable, the remaining provisions shall nevertheless be carried into effect. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on three (3) pages, this ~ ,u day of June, 2000. _- ,- - ~ - ._ ~ ~ ) - - ~~ ~~ -~'%:'t~~.,~yz,lz.~ ~~ SEAL M. orinne Otto Signed, sealed, published, and declared by M. CORINNE OTTO, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. --" ~.~,, ,,; FIRST CODICIL TO LAST WILL AND TESTAMENT OF M. CORINNE OTTO DATED SEPTEMBER 12.2000 I, M. CORINNE OTTO, widow of South Middleton Township, (mailing address: P.O. Box 47 Mount Holly Springs, Pennsylvania 17065), Cumberland County, Pennsylvania. Being of sound and disposing mind memory and understanding, do make, publish and declare this as and for a First Codicil to my Last Will and Testament, which was dated September 12, 2000. 1. I give and bequeath the sum of $500.00 to each great grandchild of mine who shall be living at the time of my death or who shall be born within one year of the date of my death. 2. Except as provided herein, I hereby ratify and affirm the provisions of my said Last Will and Testament which was dated September 12, 2000. IN WITNESS, I have hereunto set my hand and seal to this First Codicil to my said Last Will and Testament on this ~ °~ ~, day of October, 2002. ~, ~ , ~~~, d ~`~~~ ~ (SEAL) M. Corinne Otto Signed, sealed, published, and declared by M. CORINNE OTTO, the Testatrix above named, as and for her First Codicil to her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~~.,1 Lc,{t. REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Robert M. Frey ~ ' ,-r-r ~~~, (~-aeh~ a subscribing witness to thenwill presentedJ~he~r'ewith, {eae-l~ being duly qualified according to law, depose(s) and say(s) that he was present and saw M. Corinne Otto, the testatrix, sign the same and that he signed as a witness at the request of testatrix in her presence and e- ^r °^°'~ ^*'~°r` (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this 6th day of NOVEMBER 2002 ~'""'' R gister l~^~ Robert M. Frey 5 South Hanover Street, Carlisle, PA 17013 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NONSUBSCRIBING WITNESS Robert G. Frey, {eaEl~-) a subscriber hereto, {each}being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of M. Corinne Otto, testatrix of ••~~*^°°°°~ *^` the will presented herewith and that each believes the signature on the will is in the handwriting of M. Corinne Otto to the best of our knowledge and belief. w rn to or affirmed and subscribed before w~' , S o me this 6th. _ ' day of Robert G. Frey NOV " - J"~ Re ister 5 South Hanover Street, Carlisle, PA 17013 (Name) (Address) ~Y.1 1. ` o~1-Oa-RQ~ REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Robert M. Frey {~h) a subscribing witness to th wil presented herewith, (eae~ being duly qualified according to law, depose(s) and say(s) that he was present and saw M. Corinne Otto, the testatrix, sign the same and that he signed as a witness at the request of testatrix in her presence and {gin-th~~~senee- or~~h~th~ (in the presence of the other subscribing witness(es)). ~~~ ~- `~ Sworn to or affirmed anti subscribed before ```'"i me this 6th day of Robert M. Frey NOVEMBER 1~ ~ti~ o D - ,,. ~ G~ R gister 5 South Hanover Street, Carlisle, PA 17013 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NONSUBSCRIBING WITNESS Robert G. Frey, (eaeh~ a subscriber hereto, {~ac~}being duly qualified according to law, depose(s) and say(s) that v~~~~ they are familiar with the signature of M. Corinne Otto, testatrix of ~^~° ^f *'~° °~~'~°^r~"~„~ '* °~°°~ *^` the will presented herewith and that each believes the signature on the will is in the handwriting of M. Corinne Otto to the best of our knowledge and belief. Sworn to or affirmed and subscribed before me this ~ th ___ _ day of NOVEMBER ~~ ~~ Register Robert G. Frey 5 South Hanover Street, Carlisle, PA 17013 (Name) (Address) CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: M. Corinne Otto Date of Death: November 5, 2002 Will No. Admin.No. 21-02-0997 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: February 19, 2003 Name James Alan Otto Brett Robert Otto Troy Daniel Otto Cam Ailene Baer Cayle Danene Swindler Jennifer Jane Herman Michael Christian Otto Dean William Otto Martha Jane Otto Robert Harry Otto Connie Ann Otto Address 218 Old York Road, Dillsburg PA 17019 20 Chestnut St.,Mt.Holly Springs, PA 17065 5 Mooreland Ave.,Mt.Holly Springs, PA 17065 4608 Carlisle Road, Gardners PA 17324 22 Silver Maple Dr.,Boiling Springs PA 17007 15 East Pine St., Mt.Holly Springs PA 17065 23 Trine Ave., Mt.Holly Springs PA 17065 431 Diehl Road, Mechanicsburg PA 17055 431 Diehl Road, Mechanicsburg PA 17055 5 Mooreland Ave., Mt.Holly Springs PA 17065 5 Mooreland Ave., Mt.Holly Springs PA 17065 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: February 19, 2003 Signature Name: Robert M. Freal Address: 5 South Hanover Street Carlisle, Pennsylvania 17013 Capacity: Personal Representative X Counsel for Personal Representative CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: M. Corinne Otto Date of Death: November 5, 2002 Will No. Admin.No. 21-02-0997 To the Register: 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: February 19, 2003 Name James Alan Otto Brett Robert Otto Troy Daniel Otto Cam Ailene Baer Cayle Danene Swindler Jennifer Jane Herman Michael Christian Otto Dean William Otto Robert Harry Otto Address 218 Otd York Road, Dillsburg PA 17019 20 Chestnut St.,Mt.Holly Springs, PA 17065 5 Mooreland Ave.,Mt.Holly Springs, PA 17065 4608 Carlisle Road, Gardners PA 17324 22 Silver Maple Dr.,Boiling Springs PA 17007 15 East Pine St., Mt.Holly Springs PA 17065 23 Trine Ave., Mt.Holly Springs PA 17065 431 Diehl Road, Mechanicsburg PA 17055 5 Mooreland Ave., Mt.Holly Springs PA 17065 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: February 19, 2003 Signature Name: Robert M Fri Address: 5 South Hanover Street Carlisle, Pennsylvania 17013 Capacity: Personal Representative X Counsel for Personal Representative REV-1162 EX(11-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER fold ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 198-10-4686 2102-0997 OTTO M. CORRINE 02/03/2003 00/00/0000 CUMBERLAND 11/05/2002 TOTAL AMOUNT PAID: REMARKS: ROBERT H OTTO SEAL CHECK#1039 INITIALS: CW RECEIVED BY: N0. CD 002114 AMOUNT S 20, 500.00 DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA REV-11 62 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004587 OTTO DEAN WILLIAM 431 DIEHL ROAD MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $5,341.00 ESTATE INFORMATION: SSN: 198-10-4686 FILE NUMBER: 21 02-0997 DECEDENT NAME: OTTO M. CORRINE DATE OF PAYMENT: 11/05/2004 POSTMARK DATE: 11/05/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/05/2002 TOTAL AMOUNT PAID: 85,341.00 REMARKS: OTTO CHECK# 1141 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX (6-00) REV-1500 PENNSYLVANIA DEP TMENT OF REVENUE INHERITANCE TAX RETURN F,'E.UMBE. 21-02-0997 DEPT. 280601 R,sBuRc. P^ 7 28-0 0 RESIDENT DECEDENT .cou. cooE .UMS. DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Otto, M. Corinne 198-10-4686 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FLIED IN DUPLICATE wrrH THE 11/5/2002 1/8/1920 REGISTER OF WI! r.~ IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) - SOCIAL SECURITY NUMBER [-~'~ 1. Original Retum L.~ 2. Supplemental Relum ~-~ 3. eema~tl:ler Retum (date of death pli~- t~ 12.13.82) [-~4. Limited Estate J--'--~ 48. Futura Interest Compromise (date of death after 12_12.82) ~ 5. Federal Estale Tax Return Required ~ 6. Decedent Died Testate (Attach copy of Wil,, ~ 7. Decedent Maintained a Living 'rust<AttachcopyofTnJs,) 8. 'olalNumberofSafeOeposilBoxe, ~-~ 9. Litigation Proceeds Received [--~ 10-Spousal Poverty Credit (date of death ~_~. .... 12-31-91 and 1-1-95) ~'~11. Ejection to tax under Sec. 9113(A) (Attach Sch O) NAME COMPLETE MAILING ADDRESS Robert M. Frey 5 South Hanover Street FIRM NAME (If Applicable) Frey and Tiley TELEPHONE NUMBER 1717)243-5838 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 262,500 2. Stocks and Bonds (Schedule B) (2) 252~803 3. Closely Held Corporation, Partnership orSole-Pmpdetorship (3) NONE 4. Mortgages & Notes Receivable (Schedule D) (4) NONE 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 36,076 6. Jointly Owned Property (Schedule F) (6) NONE ~ Separate Billing Requested 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property (Schedule G or L) (7) 97,582 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 648,961 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 30,026 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10) 26,837 11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 56,863 12. NET VALUE OF ESTATE (Line 8 minus Line 11) (12) 592,098 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 0 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 592 098 SEE IN~t ~tUCTIONS 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) 592,098 x .0 45 (15) 26,644 16. Amount of Line 14 taxable at lineal rate x .0 ~ (16) 0 17. Amount of Line 14 taxable at sibling rate x .12 (17) 0 18. Amount of Line 14 taxable at collateral rate X . 15 (18) 0 19. Tax Due (19) 26,644 2~;, Otto, M. Corinne Decedent's Complete Address: 198-10-4686 Springs 17065 Tax Payments and Credits: 1. Tax Due (Page I Line 19) - 2. Credits/Payments (1) 26,644 A. Spousal Poverty Credit B. Pdor Payments 20,500 C, Discount 1,079 Total Credits ( A + B + C ) (2) 21,579 3. interest/Penalty if applicable D. Interest 276 E. Penalty Total Interest/Penalty ( D + E ) (3) 276 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) 0 5, If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (5) 5,341 (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 5,341 ........................... Make Check P~j(able 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 properly transferred; ........................ J'---'J ~ b. retain the dght to designate who shall use the property transferred or its income; ............ [] F-~ c. retain a reversionary interest; or ................................ ~r~ ~-~ d. receive the promise for life of either payments, benefits or care? ................... r~ [-~ 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 secudty at his or her death? ..... [-~ r~ 4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which contains a beneficiary designation'~ [] j~ 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 de~ace that I have examined this return, including --q,~n..,~nying schedules and slate,Tn ~, and to the best of my know~edge and belief, it is Irue, a_n.d_complete. Declaration o~reparer other ~ I~e personal representative is based on alt ;r,;u,,,,,,;.;On of which pce~,, ce has ao, y knowled,qe :SIGNATURE OF PER~pN,~RE,SI~ON~'~lt~&EIFOR FILING RETURN ~/~ /~ / f ~l~v~// ' DATE ADDRESS - . __. ~"'~ ', 11/5/2004 (1)431 Diehl Road, Mechanicsburg PA 17055 (2)5 Mooreland Avenue, Mt. Holly Springs PA 17065 SlCNATURE OF P"EPARER OT'ER T'AN REPRESENTATIVE ADDRESS 11/5/2004 5 South Hanover, Calisle Pennsylvania 17013 For dates of death on or after July 1, 1994 and betore January 1, 1995, the tax tale imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. Section 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. Section 9116 (a)(1.1)(ii)]. The statute does not exempt a Iransfer to a surviving spouse from tax, and the statutory requirements for disclosure of asseta and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or alter July 1, 2000: The tax tale 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 stepperent of the child is 0%[72 P.S. Section 9116(a)(1.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, excepl as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 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. Section 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. AT REV-1502 EX + (1-97) (I) ~ 'SCHEDULE A CO'~MONW~,TN OF ~E.NS¥'VAN,^ REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~ FILE NUMBER ~ M. Corinne Otto 21-02-0997 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 price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. REAL - PROPERTY WHICH IS JOINTLY-OWNED WITH RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Half interest in Real Estate, 724 West Pine Street, South Middleton Township and 262,500 Dickinson Township containing 90 Acres and 80 Perches, described in Cumberland County, Deed Book "F", Volume 15, Page 335 Undivided one-half interest in S. Middleton Township and Dickinson Township. Total Value $525,000.00 SEE ATTACHED FOR DESCRIPTION TOTAL (Also enter on line $ 262,50u (If ~m,ore space is needed, insert additional sheets of the same size) TRACT NO. 1~: ALL THAT certain · ~Town.,sln_p and partly in Dicldnson Towns~.;_tr~t of. Ia.nd s.~?~e principall in $ . _ aescnoed as follows. -,~, t-.umoenan~ t.'ounr~, ~,-- Y. .outh Middletoa · . ----.,, z-cnnsylvama, bounded and BEGINNING a! an iron pin at the · Co., and now of Conrail Corporation, and comer of r/ght-of-way forme, rIy of the P.H. & Iands now or formerly of Benjamin Rice; thence along lands now or formerly of Benjamin Rice, South 24 degrees East 211.4 perches to a point ifi-a public road known as Sandbank Road; thence in said public road known as Sandbank Road along lands formerly of PR/lip Kuntz, et al., and now or formerly of Ann Lehman, et al., South 81 degrees 30 minutes West 82.2 perches to a point in said public road known as Sandbank Road at corner ot' lands n6w or fom:erly of ~rohn Game · later of Samuel Frehn, and no .... ,, ~,:_,_. __ ,~. r, th.ence along lands forint minutes West ;~n~; ~: .... ~.__ _-,,-?,c~mson fownsili an . __ rly.of_~oh, Garner :.f-_..~,-. ~.o., now or ¢2onrail ,~ · ~- ._. -,s-~-ut-way nne oI:-lands former"'""'~ "~' f, C..rporatmn; thence al · - iy of the P H .H. & P.R.R Co · ong me n hr- - · · · · · ., now of Coarail Con,oration ~,,..~. o~, _,_ g of. way._hne formerl of ' -- , ,,,.,-,a o,; uearees ~o,., ,.,, .:- - Y said pin, the Place of BEGINNINg. o- ~,,o, ,.,u.o perches 1o an iron CONTAINING 90 acres and gO perches, on which there is erected a frame dwelling house and otller improvements known as 724 Wes; Pine Street, Mt. Holly Springs, Pennsylvania· IT IS to be noted that West Pine Street runs through the above-described tract of land from east to west. THERE IS excepted ~om the above-described Tract No. 1 the following two (2) lots land conveyed by Nellie ~l. Otto, widow, as follows: A. To Floyd Clarence Knhn and Helen Alberta Raudabaugh Kuhn, husband and wife, _by_ deed dated May I0, 1951, and recorded Suly 1I, 195I, in the hereinafter named Recorders Office in Deed Book "v" ,, ,~ , volume 14, Page 229, which lot of land lies on public road leading fi.om Mt. Holly $ tin s t the North side of' the Road and which now has the rnailin~p ,~g~,.~.~o. C~l~as, h~o~w~n w.h_ich is now known as Sandbank Pennsylvania 17065; and ,, ..... ~o ~,~ ~u ~andbank Road, Mt. Holly Springs, B. To Curtis L. Fahnestock and Evelyn Mae Fahnestock, 'husband and wife, by:deed dated March 13, 1952, and recorded March _in Deed Book "y", Volu~ -.' .... 28, 1952, in the hereinafter named Recorder'S Office · .,~ ~t~, rage t.tJ, and which lies on the North side of the ublic leading from Mt. Holly Springs m Clashtown wh' ' now has the mailin adch'es _ ~chxs now known as San P_ .ro.a.d g s of 718 Sandbank Road, Mt. H . ,d?ank Road and whmn olly Spnn.gs, Pennsylvania 17065. THE WITHIN-conveyed tract of land designated Tract No. 1 above, af'~er deducting two above-mentioned lots of ground conve ed · . Tya?t Fo.) in that ce,-t deed ohn Otto. dow, is =.'or . t~anstlan Utto dated A~,,'~ ~ ~n, ~ - - ... ,-.,truq '-xecutor of' ~en~--,;.- t,,~_,_ ~ pornoa of t~''' -', ~:';.~, anarecorded i *~,,. r~c~:... _~.,__ u .... ' -*~'~. ~eceased to Cumberland County at Carlisle, Pennsylvania, in Deed Book "O", Volume 8, Page 211. n ..... ,.,,,,,.~ u& thc Recorder ot Deeds in and THE SAID Chr/stian H. Otto d/ed seized thereof on March 30, 1945, intestate, leaving to survive him as his sole he/rs-atdaw his widow, Nellie.L Otto, and his two sons, William H. Otto and Ray E. Otto. THE SAID Will/am H. Otto with his wife, M. Corinne Otto, and said Ray E. Otto with his wife, lunc K. Ottn, by deed dated May 23, 1947, and recorded May 24, 1947, Office in Deed Boo~ ,,,-,, · · -. '~, vomme 13, Pa e 464 . /n said Recorder's _m_ ~sa.td Tract N_o. 1 above-described t,, *~,,-~-:-, ;'; .~..an~ted and conveyed then-undi,,~,~..-~ -' and comptcte lee simule title to ,~,,. o'~2'"' ,mu ~'~enie $. Otto, widow, thus v,,o,;..,-'."..~'[~- THE SAID Nellie I. Otto, widow, by deed dated February 26, I95 ' ~R_e_c_?_rder.'s_Offic. e_ on_ March 9, 1953, in Dccd Bnnk"" ..... 3, and recorded in said ~o and M. Corinne Otto, husband and wife{ vcye~ ~y. net as / SCHEDULE B / co~,,.,o.w~.~oF,~..s~v^.,^ / * STOCKS & BON.~~..~ ~ D . ~'~:n~: ~o F,~ NUMBER 21~2~997 NI pro~ joinfly~ ~ right of ~ivomhip ~ ~ di~lo~ on Sc~ule F. ITEM ~ NUMBER DESCRIPTION V~UE AT DATE 1. Fahn~tock & Co., Inc.: OF D~TH Eaton Van~ T~-Managed Gm~h (2,049.3420 sham ~16.63) FHLMCl~8N 615% die 121503(8,000 shares ~100.~5) 34,081 Bank Corp., (3.600 shares ~41.90) 846 M&T Bank Corp.,(100 shares ~83.40 150,~0 Black RocEPA~FR;1A(PNP~),(1023 shams ~10.81 8,~0 Corn Investment Fund (10,492.03 shar~ ~4.54) 11,062 47,634 TOTAL. J_AIso enter on line 252,803 (If mom space is needed, insert additional sheets of the same size) 'R $ ~r A lg £ I $ J~I.R D I 8 ~ 1 Fahnestock & Co. Inc, 1015 Mumma Road Wormleysburg, PA 17043 (7l 7) 753-8200 (800) 722-2294 (717) 763.1765 FAX Members of All Principal Exchanges November 25, 2002 Mr. Dean William Otto, Exec. Mr. Robert Harry Otto, Exec. PO Box 47 Mount Holly, PA 17065-0047 Re: Mrs. M. Corinne Otto A/C #: .409-7012833-B84 Dear Gentlemen.. As per your request, please find below the date of death, November 5, 2002, market values for Mrs. M. Corinne Otto's account. Shares Owned Price/Share Market Value Eaton Vance Tax-Managed Growth 2,049.3420 $16.63 $34,080.56 FFILMC 1628N 6.50% Due 12/15/03 8,000 $100.468 $ 846.34 If you have any further questions, please do not hesitate to call. Thank you. Patrick K. Nea~ MB~t PD'nancial Consultant WSJ.com Stock lartin¢ for PNC 1/15/03 1:49 PM Dollar ? 11/5/02 ~..,=,~ ~ ...... · ....... =-~ ....... . ¥,,~-~:., ...... .. ~. ......... :~.~.~-..~,~..~ · ,. -~>~ ~ - Get another quote any day after 1/2/1970 1/~i 970 Symbol: [ , ~ Data: 11['/5/02 ~ Copyright ~ ~ 0¢8-2003 ~ Inc. ~i,tofic~l ~nd ~rr~nt ond-of-da~ da~a provided b~ ~T lnt~mcti~ The Wall Street Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved WSJ.com Stock Chartln, for MTB 1/15/03 1:48 PM* ~1115102 ~" ..'. :?: . ' .... ...................................................... Get another quote any day after 1/~1970 ~:' 1/~1970 Symbol: ~' -~ Date: Copyright ~ 1998-2003 ~ Inc, Histod~J and current end-of-day da~ provided by FT Intem~ive Dat~, Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved ....................................... h~www~b~gchar~s~c~m~cust~m~wsj~e~wsi~bb~h~st~r~ca~a$p?symb=mtb&~id=~63~3&c~se date=111,5/02 Page 1 of I WSJ.com Stock Chartir for PNPAX (~,IAc'~Or.~-'~,AT~F'P-,;i/~-/~O25.~I-cL } 1/15/03 2:00 PM Get another quote any day a~er 1/~1970 1~/1970 Symbol: ' ~ Inc. H~stoncal and current end-of-day data provided by Copyright ~ 2003 Dow Jones & Company, Inc. Ail Rights Re=&~ed h~tp:~www~bigch~rts~c~m/~ust~m~ws~ws~bb~h~;t~r~ea~aep~eymb~pnp~x&~d~8~3~&e~s~ ciate=11,'F/02 F~a, ge 1 of '~ I hope this i~u~'on ~ ,~lpful. Ir'you luw~ any ~ qc ~on~ 1.~8~4~55 ~t~oz 3365. Si~ly, ~ ~]d Cu~ S~i~ Di~ I t I / SCHEDULE E / COMMONWEALTH OF PENNSYLVANIA C ~"H~ANC~T*X,E~U,, ~ ASH. BANK DEPOSITS. & MISC. ~ RE~D~T D~-C~D~- I PERSONA' "'"'"' ..... ~ ~T~o~::O~o FILE NUMBER 21-02-0997 Include the PmCeeda ef Iflgatlen and the date Itm pmcaed~ ~ r~=e~ad by ihe e~ate. ALI' P~OPE~rY JOINTLY'~ WITH 'IHE RIGHT OF SURVIVOR&HIP MUST ITEN ~ D~c~os~ <~SC~E~ZE NUMBER DESCRIPTION VALUE Ay DATE 1. 1982 Ford Truck OF DEATH 2. 1999 Ford 300 3. of Household Goods 7,500 4. PNC Bank, Checking Account #5140189231 10,371 5. Refund, Pinnacle Health 5,145 5. Refund, Physicians Mutual Insurance Company 13 7. Refund, The Sentinel 10,369 8. Refund, Gasthoenterolgoy 13 9. Refund, Medco Health 8 10. Refund, Highmark Blue Cross- Blue Shield 18 11. Refund, U.S. Treasury 651 12. Refund, MetLife, #142856-8 162 13. Refund, Health Management Assoc 1,083 14. Refund, Conseco Senior Health 81 364 TOT~o enter on line (If more space is needed, insert additional ~th-~same size) ~ · ' PNCBAN( January 21, 2003 Frey & Tiley Attorney at Law ~P - $ S Hanover St Carlisle, PA 17013 :* RE: Estale cfm Corinne Otto (Deceased) SSN: 198-10-4686 DOD: 11-05-2002 Dear Sir or Madam: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account5 i 40189231 Established 04-01- ! 970 M CORINNE OTTO DOD be'lance: $5, i 44.17 + $0.39 accrued interest Plea,se note that this office only provides ante of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items please call 1-88S-PNC.BANK (1.888.762.22651 or stop by your local PNC Bank branc~ office. Sincerely, Erica L Schlegel PNC Decedent Reporting Firstside Center 500 First Ave, 4m FI CIF Pittsburgh PA 1 $219-3128 Member FDIC 1-800.762.1775 TOTAL P. O1 217 RE'V-1510 EX+ (8-98) I I / NTERSCHEDULE G COMMONVVEALTH OF PENNSYLVANIA J I -VIVOS TRANSFERS& ...E.~*.C~T.X R~.. ' MI"" ........ __ "E~OENTDECE~"y" 'V O~.. NUN-PHOBATE PROPERTY ESTATE OF M. Corrine Otto FILE NUMBER 21-02-0997 This scbedu~e must be completed and filed if the answer to any of questions I through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY - ITEM NUMB ~NC, LUDE T~ ~ OF THE T~,~,~F.,'n.~ ~E~o~p TO DECE~E~ ~.~ ~E ~T~ OF TRaNSFE~^Tr~CH^CO. YOF~D~DFO,.F~.~ST^~.~ DATE OF DEATh % OF EXCLUSION TAXABLE c"~"uc"~ VALUE 1. MetLife Annuity, Policy #76080-5 100.00% 67,062 2. MetLife Annuity, Policy #0099214052 15,827 100.00% 15,827 3. Glenbrook Life & Annuity Co., Contract #GA110747 14 100.00% 14,693 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL(Also enter on line 7 97 5_~82 (If more space is needed, insert additional sheets of the same size) P.O. floz 9¢~12 t~I~lt, e. I£ ~0094-4g1~ A. lrlem~er of . ilfitatt £i, andal 2004 Frey & Tlley. Attorney al L~w : Atto: Mazy (C~l} Wen Vi~ F~/c- 717-24J-~ 1 Conzraot Numbs: OAf 7.0747 Dear Mm W~: We ~ b~~ m ~l~e ~1 ~ g~i~ ~S) F~ 712 wi~ ~ ~o ~e ref~ ~ ~e ~ ofF~ ~2 is to Pm~e ~ es~ ~do~r ~ ~ va~ ora ~e ~ ~ ~ ~ ~i~: S 0.~ Copy to: File F~ll Fr~ Fax.. MetLifelnvestors' ~ lnvmton Insunm~ ~y of~a Re~M~: ~ Box 10366, D~ Mo~s, ~ 50306-0366 ~pr~ M~ 4700 Westo~ P~ay S~te 200, West Des Mo~, ~ 50265 1-80~343-8496 1-515457~ (f~simile) FACSIMILP- TKANSMIT A1 SHEET TO: Coral Dan/elle. arlable ,A,21nulD/ Service 717-243-6441 ~h 17, 2~3 ~17~ RE: TOT~ NO. ~ PAG~ ~ COVe: ~om~ V~e as of Date of D~h I ~, Rob~ 0~o h~ mqu~:e~ that I Gx you ~e a~ounc value ~ o~ the &~e o~ d~ for M ~ne ~o. On N~em~ 5, ~2 ~he con~ value w~s $~,8~.47. JMPORTA~T: THIS MESSAGE IE IkklTEklDED FOR THE U&E OF THE INDIVIDUAL OR EklTITY 1'O WHICkl ADDRESaED AND uAy OOHTAI# INFORMATION THAT CONFIDENTIAL. IF THE READER OF THIS MOS&AGE 18 NOT THE IMTE~bED RECIPIENT OR THE EMPLOYEE OR AGENT REBPO~$1BL~ FOR DELIVERING THE MEg&AGE TO rile IN~ENDED R~OIPIENT. YOU ARE HEREB~ ~OTIFIED THAT ANT OI~BEMINATION. DlaTRIIUTIO, On COPYIklG OF THI/ GOMMU~I~ATION RETURH OF THE MATERIAL&. TNA~ YOU. November 26, 2002 C'oDv To: ROBERT OTTO PATRICK KEVIN NEAL 5 MOORELA.ND AV~ FAHN'ESTOCK & CO.,iNC. MT HOLLY SPRINGS PA 17065 ~o~5 MUMMA ROAD WORMLEYSBURO PA 17043 RE: FLxed Annuity Policy Number 76080..5 M Corrine Otto Dear Mr. Otto: Our cheek in the amount of $22,432.87, will arrive under separate ,cover, representing the proceeds payable to you under the above captioned annuity. This figUre includes your portion of the Account Value at death of $67,061.93, plus your portion of interest from the date of death totaling $243.42. The reportable portion of your proceeds is $12,433.87. Please be advised, a tax form 1099-R will be ma/led to you by January 3 I, 2003. If you have any questions concerning the above please call a Fixed Annuity Policy Service Representative at (800) 255-9448. Our staff will gladly assist you between the hours of 7:30 a.m. and 5:30 p.m., Central Time, Monday tba'ough Thursday, and from 7:30 a.m. until 5:00 p.m., Friday. Sincerely, Shen.'y Teel Fixed Annuity Policy Service Department Enclosure MetLife Investors Insurance Company · MetLife Investors Insurance Company of California Please Send All Correspondence To: For ~Xpraas Mail Only~ PC: ~.:.~ 295 ~ Mc.;::~:. IA =r ~r' ~.,-,- - Ph. BOG 255 94'18 -'.-.; ;, '...Z ¢~ ~ 707 '.&%,~ ..... ~::' '"~V. Suife 2CG '.'.'e~f C~s t:A~ne: ~ 5'.7.2 ~.6%77 ~ 217 REV-1511 EX + (12-99) I J SCHEDULE H COMMONWEALTH OF PENNSYLVANIA / Fu MInimA / I:::YOClde,-e e_ J INHERITANCETAX RETURN ! ~-,~.... q.r"~l, i.a~,l LIl~.~l~~ G / .~D~r ~ECE~U~r I ADMINISTRATIVE Cne'r~ ESTATE OF FILE NUMBER M. Codnne Otto 21-02-0997 ITEM Debts of decedent must be reported on Schedule I. NUMBER DESCRIPTION A. FUNERAL EXPENSES: AMOUNT 1. Hollinger Funeral Home, Funeral Service 8,205 2. 3hurch Hall, Funeral Luncheon 100 3. Farm Women, Funeral Luncheon 100 B. COSTS: 1. Personal Representative's Commissions Name of Pemosal Repmeaotalive (s) N/A Social Security Number(s) I EIN Number of Persmml Reprneantative(s) Street Address City State . Zip Year(s) Commission Paid: 2. Attorney Fees 20,517 3. Family Exemption: (If denedeat's address is not the same as claimant's, attach explanation) Claimant N/A City Slele Zip Relationship of Cisiment to Decedent 4. Probate Fees 407 5. Accountants Fees 6. Tax Return PrepereCs Fees 7. cleared after date of death 286 8. Bank Fee for Estate Checks 16 9. Register of Wills, (20) Short Certificates 66 10. Cumberland Law Journal, Advertising 75 11. Sentinel, Advertising 99 12. Fee for Pennsylvania Inheritance Tax Return 15 13. Register of Wills, Filing Fee for First and Final Account 140 TOTAL(Also enter on line I $ 30,026 (If more space is needed, insert additional sheets of the same size) ~EV-~2 EX+ (6-98) AT / SCHEDULE I INHERITANCE TAX RETURN COf~V~NWEALTH OF PENNSYLVANIA ~E LIABILITIES, & LIENS 21-02-0997 Include unreimbumed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE 1. Surgery, Medical OF DEATH 2. Cardiologists, Medical 16 3. Dr. Azizkhan, Medical 75 4. Dr. Berrech, Medical 4 5. Mt. Holly Fire Department~ Donation 3 6. Carlisle Cardiology Assoc, Medical 100 7. Carlisle Regional Medical Center, Medical 12 8. Central Penn Medical 82 9. Gl Consultation, Medical 21 10. Masland Associates, Medical 6 11. Mofr-~t Associates, Medical 83 12. PNC Benefits, Medical 52 13. PharMerlca, Medical 237 14. Riverside Anesthesia, Medica~ 30 15. Sarah Todd Home, Medical 42 16. Shore EMS, Medical 1,111 17. les EMS, Medical 32 18. Borough of Mt. Holly Springs, Water 35 19. Carlisle Propane Company 704 20. Comcast, Cable 139 21. MetEd, Electricity 36 22. Shipley Energy Co., Heating Oil 1,133 23. Sprint, Telephone 1,469 24. Pest Control 411 25. Waste Management, Trash Removal 950 26. Lifeline, Medical 254 27. Ron Aitlan, Repairs 35 28. 9arrett Appraiser, Real Estate Appraisal 100 29. The Brethen Mutual Insurance Co., Homeowners 500 30. Campbell, Tax Collector(2003 Cty &Twp, 2003 School, and 2004 Cty & Twp 970 31. Capital One, Credit Card 7,058 32. Computershare, Miscellaneous(Replace a lost PNC Certificate) 827 4,672 33. Roy Gottshall, Auctioneer, Expenses and appraisal of household contents 34. Farm Women, Auction Luncheon 3,619 35. Halteman's Painting, Repairs 154 36. Automotive, Repairs 35 37. Matt Ludt, Repairs 185 38. MNBA, Bank Card 90 39. Mellon Investment Sen/ices, Miscellaneous(Replace lost PPG Certificate) 636 40. Robert H. Otto, Repairs 521 41. Jason Sloan, Auction Helper 198 42. Auction Helper 100 100 TOTA.L.~ line (If more space is needed---'--'~ insert additional sh~--~ of the same size) 26,837 217 REV-1513 EX + (9-00) SCHEDULE J coMMo NWEA.TH OF PENNS~,VA..A B E N E F ICIARI E S INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER M. Corinne Otto 21-02-0997 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. Dean William Otto 431 Diehl Road Mechanicsburg, Pennsylvania 17013 Son 2/6 residue of estate 2. Robert Harry Otto 5 Mooreland Avenue Mt. Holly Springs, Pennsylvania 17065 Son 2/6 residue of estate 3. Christian H. Otto. Deceased (2) Living Childred Son 4. Jennifer Jane Herman 15 East Pine Street Mt. Holly Springs PA 17065 Granddaughter 1/6 residue of estate 5. Michael Christian Otto 724 W. Pine Street Mt. Holly Springs PA 17065 Grandson 1/6 residue of estate 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 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 SHE:El $ 0 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF M. CORINNE OTTO' I, M. CORINNE OTTO, widow, of South Middleton Township (mailing address: P.O. Box 47, Mt. Holly Springs, Pennsylvania 17065), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make. publish and declare this and for my Last Will and Testament hereby revoking and making void a~y and all Wills by me at as any time heretofore made. 1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I further direct that all inheritance, transfer, succession, estate and death taxes which may be payable on account of my death shall be payable from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 2. I direct that all of the furniture and household furnishings and tangible Personal property generally which I may own at the time of my death shall be sold at public sale by my hereinafter named Executors, at which sale my Executors and all other family members shall be authorized to bid in addition to the public generally. I further direct that each of my three sons and each of my then living grandchildren shall be given a credit of $500.00 each, to be applied by each such person to the total cost of articles purchased by such person at the public sale, which credit to the extent exercised shall be deemed a bequest to each such person. 3. All of the rest, residue and remainder of m estate. . . wheresoever t · . . Y . real. personal and mixed, and he same may be situate, I gtve, dewse and bequeath as follows: a) Ten Thousand ($I0,000.00) Dollars shall be distributed to each grandchild of mine who shall survive me by a period of ninety (90) days, but should any grandchild fall to so survive me then the same shall lapse and be included in the residue of my estate. At the present time I have the following seven (7) grandchildren: James'Alan Otto, Brett Robert Otto, Troy Daniel Otto, Cam Ailene Baer, Cayle Danene Swindler, Jennifer Jane Herman, and Michael Christian Otto. b) The balance thereof shall be divided into equal separate shares which shall be distributed as follows: 1) One (1) share to my son, Dean William Otto and his wife Manha Jane Otto, as tenants by the entirety, provided at least one of them shall survive me by a period of ninety (90) days, but should both of them fail to so survive me then to such of their issue as shall survive me by a period of ninety (90) days, per stirpes; 2) One (1) share to my son, Robert Harry Otto and his wife Connie Ann Otto, as tenants by the entirety, provided at least one of them shall survive me by a period of ninety (90) days, but should both of them fail to so survive me then to · · survive me by a period of ninety (90) days, per stirpes; such of their issue as shall 3) One (I) share to my son, Christian. Harper Otto, provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me then to such of his issue as shall survive me by a period of ninety (90) days, per stirpes;. 4. Whenever pursuant to the provisions of this Will all or any part of a distributive share shall be paYable to a n'finor, title to the share of a minor shall pass to him or her, until he or she shall attain 21 years of age and in the meantime such share shall be held by my hereinafter named Executors as Trustees, or a court-appointed guardian if my Executors are unwilling to assume such responsibility, until such minor attains 21 years of age. The fiduciary holding such fund shall apply all or such part of the income and principal as the fiduciary in their uncontroll discretion may determine to the support, education and ---' L . . ' ed maintenance ot sucfl minor. The authority conferred upon such fiduciary by this paragraph shall be construed as a power only and shall not operate to suspend the absolute ownership of such property by such minor or to prevent the absolute vesting thereof in such minor. With respect to the administration of any such property which shall vest in absolute ownership in a minor and which shall be held by such fiduciary as authorized in this paragraph, such fiduciary shall have all the nowers set fo . .. of ara rah No.6 · · · . . ~ rth under the provisions . P g p of this Will which shall be exercised in the manner set forth in said paragraph. 5. Any shm'e or portion of a share or any prot~ertv of mine that is not disposed of under any other provision of this Will shall go and be distributed to my heirs-at-law. without posting any bond, without obtaining any order from or approval of any court, and without any notice to or consent of anyone. 9. If any provision of this Will shall be unenforceable, the remaining provisions shall nevertheless be carried into effect. IN WITNESS WHEREOF, I have hereunto set my hand and seal Testament written on three (3) pages, thist~L.-Zr, day of September, 2000. to this my Last Will and M. Corinne Otto Signed, sealed, published, and declared by M. CORINNE OTTO, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. FIRST CODICIL TO LAST WILL AND TESTAMENT OF M. CORRINE OTTO DATED SEPTEMI3ER 12, 2000 I, M. CORRINE OTTO, widow of South Middleton Township, (mailing address: P.O. Box 47 Mount Holly Springs, Pennsylvania 17065), Cumberland County, Pennsylvania. Being of sound and disposing mind memory and understanding, do make, publish and declare this as and for a First Codicil to my Last Will and Testament, which was dated September 12, 2000. 1. I give and bequeath the sum of $500.00 to each great grandchild of mine who shall be living at the time of my death or who shall be born within one year of the date of my death. 2. Except as provided herein, I hereby ratify and affirm the provisions of my said Last Will and Testament which was dated September 12, 2000. IN WITNESS, I have hereunto set my hand and seal to this First Codicil to my said Last Will and Testament on this / '~' ~ day of October, 2002. (SEAL) M. CorrJne Otto Signed, sealed, published, and declared by M. CORRINE OTTO, the Testatrix above named, as and for her First Codicil to her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/24/2004 OTTO ROBERT HARRY 5 MOORELAND AVENUE MT HOLLY SPRINGS, PA 17065 RE: Estate of OTTO M. CORRINE File Number: 2002-00997 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 11/05/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STP-ASBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.17 Name of Decedent: M. Corinne Otto Date of Death: November 5, 2002 Will No. Admin. No. 21-02-0997 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 ( x ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: January 2005 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 (X) 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 report. Date: Septei~ber 28, 2004 ~/~ c~, Signature ~'~ Robert M. Frev L~: Name (Please type or print) ~'~ c5 .. 5 South Hanover Street ..... Carlisle, Pa 17013 Address (717) 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X ) Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOIVIOUAL TAII"'~r,r"C. nr.IJr'c liF INHERITANCE TAX DIVISION RU.;v}i""", 1::_, \/: I I\~:~~ \... NOTICE OF INHERITANCE TAX PO BOX 280601 -..,...,-.., ".:..-.., "",_'\1 \ ~PRAISEHENT I ALLOWANCE OR DISALLOWANCE HARRISBURG~ PA 17128-0601 Hr:.~-,_, y -','. '~.'___.J OF DEDUCTIONS AND ASSESSMENT OF TAX 2005 JAH \ 0 AH 9: 46 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-03-2005 OTTO 11-05-2002 21 02-0997 CUMBERLAND 101 CLEFi\ OF .ORPHAN'S CQURT~, :~~eR~ ~I~~~~JMP,rp; II:, '.'1 5 S HANOVER ST CARLISLE PA 17013 '* ItEV-15~1 EX AfP (09~O~) M C Allaunt Re..itted 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 ... Ri-V': m-j-Eif-"Fi.--roFo3Y"NOY-iCE--OF-YNHEififAifCE-YAx-jipjiR7iisEiiENT:--"LUiwAiicE-Cli----------- - - -- -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF OTTO M C FILE NO. 21 02-0997 ACN 101 DATE 01-03-2005 TAX RETURN WAS: (X J ACCEPTEO AS FILEO J 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 Bl 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D] 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E] 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets llJ (2J (3J (4J (SJ (6J (7] 262,500.00 252,803.00 .00 .00 36.076.00 .00 97.582.00 (8J APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H] 10. Debts/Hortgage Liabilities/Liens (Schedule I] 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9J IlOJ 30,026.00 26.837.00 (llJ 112J 113J 114J NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ~ ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15] 16. Amount of Line 14 taxable at Lineal/Class A rate (16] 17. A.ount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due EDI NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax pay.ent. 648,961. 00 1;6 R63 nn 592,098.00 .00 592,098.00 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .OOXOO= 592,098.00 X 045 = .00 X 12 = .00 X 15 = (19J= + INTEREST/PEN PAID (-J 1,07B.95 275.42- AMOUNT PAID 20,500.00 5,341. 00 DATE 02-03-2003 11-05-2004 NUMBER CD002114 CD004587 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 26,644.00 .00 .00 26,644.00 26,644.53 .53CR .00 .53CR ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J 5)1\ 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 he\' '-'" Tile\ InvoiceNo: Invoice Date: Estate of: Estate No: 75 11/05/]00-1 .\1. Corrine Otto ] 1-0]-0997 Bill To: .5 South f-fano\'Ct StTeet ccp Carlisle, ]),\ 17011 Qty 1 Fee Description "\dditional Probate Fee Total ~5,OO ShOO Total: S~5,OO Checks should he made payable to the RegistC1' of \\\lIs, Please return one copy of this Invoice with your payment. Thank you. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/10/2005 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of OTTO M. CORRINE File Number: 2002-00997 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ,&~ C~VJ~ GLENDA FARNER STP~SBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge .t.-- Lr Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/10/2005 OTTO ROBERT HARRY 5 MOORE LAND AVENUE MT HOLLY SPRINGS, PA 17065 RE: Estate of OTTO M. CORRINE File Number: 2002-00997 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~..Y.~.~'... I -;:?!b.-u) . " ~_ _ 'l..N.v-r;<r(lf;- GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge Lv Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/10/2005 OTTO DEAN WILLIAM 431 DIEHL ROAD MECHANICSBURG, PA 17055 RE: Estate of OTTO M. CORRINE File Number: 2002-00997 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, .~.~~ GLENDA FARNER STP~SBAUGH REGISTER OF WILLS cc: File Counsel Judge L-G-- STATUS REPORT UNDER RULE 6.12 Name of Decedent: M. CORRINE OTTO Wi\I No. ~ Admin. No. 21-K0997 Date of Death: November 5, 2002 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 (X ) 2. If the answer is No, state when the personal representative reasonably believes that the administration wi\l be complete: DECEMBER 2005 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 report. Date: October 17, 2005 yUrt~ /;J . 0 Signature /V'f Robert M. Frev Name (Please type or print) 5 South Hanover Street Carlisle. Pa 17013 Address (717) 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X ) Counsel for personal representative -^ .,. (.0 .':-' . ,'.' --~l"" ';;7 '. 'o.J _,"'....v ~t Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/30/2006 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of OTTO M. CORRINE File Number: 2002-00997 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 decedent1s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/05/2006 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, .~ f.'l r "'" '" J' ,r,,1", '1....."',. ..5' J ,/ :' , I / I ,ft.. .; i ~L v~~~/ jiZi;M?;r~. .;::.-, # . _./1-- Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) \ Crt- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/30/2006 OTTO DEAN WILLIAM 431 DIEHL ROAD MECHANICSBURG, PA 17055 RE: Estate of OTTO M. CORRINE File Number: 2002-00997 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: 11/05/2006 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, In (./~ ,LJ- J . j) ~~~~ L1tWa,;.) Jd-tM.-~.-' ;'VA .. -'" ./ / 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: 10/30/2006 OTTO ROBERT HARRY 5 MOORELAND AVENUE MT HOLLY SPRINGS, PA 17065 RE: Estate of OTTO M. CORRINE File Number: 2002-00997 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: 11/05/2006 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, /7 ~" " I' i . c:7 ,.' j " ", ,./,', ~l ~b.....-- !" '~fl-"'..1 K~/fi~'L,' 'I Glenda Farner Strasbaugli Clerk of the Orphans' 60urt cc: File Counsel \ '-L'\ STATUS REPORT UNDER RULE 6.12 Name of Decedent: M. Corinne Otto Date of Death: November 5, 2002 Will No. Admin. No. 21-02-0997 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 ( X) 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 report. Date: November 2, 2006 yZ,~'.h - ..~~,~ Signature r N ,..,<~ ..' .; Robert M. Frey Name (Please type or print) ("..J \ 5 South Hanover Street Carlisle, Pa 17013 Address r'.~:_ ,- .} (717) 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X ) Counsel for personal representative C.f. Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 10/16/2007 ( -::' FREY ROBERT M 5 S HANOVER STREET 2 CARLISLE, PA 17013 ""'.~ RE: Estate of OTTO M. CORRINE File Number: 2002-00997 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: 11/05/2007 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, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/16/2007 . 1 OTTO DEAN WILLIAM ' ,) 431 DIEHL ROAD MECHANICSBURG, PA 17055 RE: Estate of OTTO M. CORRINE File Number: 2002-00997 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: 11/05/2007 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. Singerely, _ 0/'7. ',..~ y, \._,>"', ~ v'2" 7 'j"O-- ,I Ii I. //J ";,;;':+ .~ -, . "" ~ l ~ ,... '. ,I" .:..t:~, ,,6>Q>: ,.' ".... ,<1Ji.~i'.!r'c' ,,{f'(/lad7..t'.L, j /7 (,.,1 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: 10/16/2007 ( ") OTTO ROBERT HARRY ,) 5 MOORELAND AVENUE MT HOLLY SPRINGS, PA 17065 -,-...l RE: Estate of OTTO M. CORRINE File Number: 2002-00997 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: 11/05/2007 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, r .." -\-7PY I ij.]ip'Ul,"' ,r'j Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel