The URL can be used to link to this page

Home My WebLink About04-1126PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of Glenn L. $ouder No. also known as To: Social Security No. 202-20-7451 Register of Wills for the Deceased. County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in Cumberland County, Pennsylvania, with Ix is last family or principal residence at '~qfl ~ol ~o~, g,~d ~'~"~"~"~"°~' .... ~ ..... Township ~ist street, .......~'~-- ~ '~ -'-' number and~trtUmClpah~.~. Decendent, then 15 years of age, died April 21 , 1~_.~2004 at IIechanicsburg, IIonroe Township, Pennsylvania i~ ~ ' Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 390 Heisey Road~ IIechanicsburg, blonroe Township, Cumberland County $ unknowrgi'~ Petitioner the following spouse (if any) and heirs: Name believes decedent~s i/ill my have been destroyed and decedent after a Fr~er search ha ascerta'_'ned *_hat decedent !eft n~ ,::il! an~ was survived by Dorothy M. Souder Larry E. Souder Peggy A. Souder Debra H. Dieh! Relationship Spous~ Son Daughter Daughter Residence 300 ~olgoy goad: Moehani,-sburg 9 Hill go,llovard. ~oehn~icsburg 2215 Boxwood l.ano. Moeh~aicsburg 904 Schoo]ho~ao T.ano~ T.o~.,isberry THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. Dorothy Il. Souder 390 Heisey Road Mechanicsburg, PA 17055 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF Ctn~.RXa~D The petitioner(s) above-named swear(s) or affirm(s).that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 9th day of .Dl-~cember,~2-004 0~tX /'~ Dorothy ~1. Sonder No. Estate of Glenn L. Souder ,Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW December .~ 2004, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Dorothy t4. Souder is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to Dorothy I~l. Souder in the estate of Glenn L. Souder FEES Letters of Administration ..... $ Short Certificates( ) .......... $ Renunciation ................ $- $ TOTAL $ Filed ..................... A.D. 19 RegiSter of Will~(./.~~ ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE .~Js is to certify that the mformatLon here given is correctly copied from an original certificate of death duly filed with me as [.()cai 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 10040545 No. Local Registrar =-~ate I COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH '~-A-M E~"~-~ C E D E N'~( F ~ ~-~ ~le, Lag) STATE FiLE NUMBER · ....... ,,. nzcsb~g, PA 17055 I~ .......... ~ -- ' ,m_~. ~ C. ~ud~ .... ~ ~ro~y ~ 2004 FD-014889 390 x~ mace .... o, ...... )~ ,.. ;/I et ~./ce, f,'c Cve.~ P~RFOf~MED? .Mechanicsburg, PA 17055 ~[] ~o[:3 SNELBAKER & BRENNEMAN Name of Decedent: Date of Death: No. 21-04-1126 To the Register: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Glenn L. Souder April 27, 2004 I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above-captioned Estate on December 10, 2004. Name Address Dorothy M. Souder 390 Heisey Road Mechanicsburg, PA 17055 Larry E. Souder 9 Hill Boulevard Mechanicsburg, PA 17055 Peggy A. Souder 2215 Boxwood Lane Mechanicsburg, PA 17055 Debra M. Diehl 904 Schoolhouse Lane Lewisberry, PA 17339 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: December 10, 2004 Keith O. Brenneman, Esquire Snelbaker & Brenneman, P. C. 44 W. Main Street Mechanicsburg, PA 17055 (717) 697-8528 Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BRENNEMAN KEITH 0 44 W MAIN STREET MECHANICSBURG, PA 17055 ___n__~ fold ESTATE INFORMATION: SSN: 202-20-7451 FILE NUMBER: 2104-1126 DECEDENT NAME: SOUDER GLENN L DA TE OF PAYMENT: 04/11/2005 POSTMARK DATE: 04/11/2005 COUNTY: CUMBERLAND DATE OF DEATH: 04/27/2004 NO. CD 005178 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $6,562.55 I / I I I I I I TOTAL AMOUNT PAID: $6,562.55 REMARKS: SNELBAKER ET AL CHECK# 1049 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS ~nventory of the real and personal estate of Glenn L. Souder deceased I. REAL ESTATE. All that undivided one-half interest in and to the real estate and improvements located thereon located in Monroe Township, Cumberland County, Pennsylvania, more fully described in the Deed recorded in Cumberland County Deed Book "M", Vol. 29, Page 970: TOTAL VALUE, ALL PROPERTY: 335,000 00 335 000 00 (,n -~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } 55: Dorothy M. Souder being duly sworn Administratrix according to law. deposes and says that q,e 1S the Es f Glenn L. Souder of the tate 0 late of __~onroe_~owns~ip__._ Dorothy M. Souder within is an inventory made by , the said of the entire estate of said decedent, consisting of all the personal propc!rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. , Cumberland County, Pa., deceased and that the Administratrix j)Y;;YJ?f/ ,~;..~.=>J Dorothy M. Souder 39(> Heisey Road nechan1csburg, ~A 17055 Sworn to and subscribed before me, this 11th day of April, Date of COMMONWEALTH OF PENNSYLVANIA Notarial Seal Susan L Matrazi. Notary Public Mechanicsburg Bora, Cumberland County My Commission Expires Nov. 24, 2007 Member. Pennsylvania As~ation Of Notaries Death Day Year Address April Month 2004 INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be aHached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. \0 ~ ..-.j ..-.j o I -::t o I ..-.j ~ o z ~ o J- Z W > Z >- I- W 0:: I- ~ ~ o VI wo::w :r: a.. l- LL. -' o -< z o c VI z ffi -< a.. -c CD tit IV Gl U CD C Q.. 'I"'l ..d to ~ H 0) o I-l = o :E lll:l ~ g o en -' LL. -< 0 W 0:: IV a.. " ...:l >- .... c ~ o V -c c IV ... -;: o CD ..Q CD E 1;; ~ -J-V ""0 Gl u: ~ ~ ~ ~ CDcg cs '-0) 0= ~= <0) I-l f;t:l . o ,.s;:: oI-l 'I"'l ~ 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: KEI1H 0 BRENNEMAN 44 WEST MAIN STREET InvoiceNo: Invoice Date: Estate of: Estate No: 308 4/12/2005 GLENN L SOUDER 21-2004-1126 vz MEa-IANICSBURG, PA 17055 Qty 1 Fee Description Additional Probate Fee Total 265.00 $265.00 Total: $265.00 Checks should be made payable to the Register of Wills. Tenns: Net 30. Please return one copy of this invoice with your payment. Thank you. 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: KEIrn 0 BRENNEMAN 44 WEST MAIN STREET InvoiceNo: Invoice Date: Estate of: Estate No: 308 4/12/2005 GLENN L SOUDER 21-2004-1126 vz MEGlANICSBURG, PA 17055 Qty 1 Fee Description Additional Probate Fee Total 265.00 $265.00 Total: d)<-~&I~ $265.00 Checks should be made payable to the Register of Wills. Tenns: Net 30. Please return one copy of this invoice with your payment. Thank you. v-- ~ \) ~ REV.1500 EX (6-001 W I- ~:$Ul UD::~ Wa.U J:OO UD::...J a. III a. c( COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I- Z W C W (.) W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Souder, Glenn L. No kDDL. -PI<oBAlE Fa 1)(LE:, REV -1 50 0 CF;=IC:AL USE ONLY INHERITANCE TAX RETURN RESIDENT DECEDENT DATE OF BIRTH (MM-DD-YEAR) 08-10-1928 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, A~D MIDDLE INITI~L) Souder, Dorothy M. [!] 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Attach copy 01 Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date 01 death after 12.12.82) o 7. Decedent Maintained a Living Trust (Attach copyofTrust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1.1-95) FILE NUMBER 2 1 _ 0 4 o 1 126 DATE OF DEATH (MM-DD-YEAR) 04-22-2004 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 202 20 7451 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date 01 death prior 10 12.13-82) o 5. Federal Estate Tax Return Required -.!. 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) NAME Keith o. Brenneman, Esquire FIRM NAME (II Applicable) Sne1baker & Brenneman P. C. TELEPHONE NUMBER 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 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. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) z o ~ :J l- ii: c( (.) w 0:: 14. Net Value Subject to Tax (Line 12 minus Line 13) COMPLETE MAILING ADDRESS 44 W. Main Street Mechanicsburg, PA 17055 (1) (2) (3) (4) (5) 335.000.00 (6) (7) (9) (10) 16,278.22 OFFICIAL USE ONLY (8) _l 335,000.00 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 136 . 99 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 174,292.39 (11) (12) (13) (14) 0 (15) x.O_ x.O 45 (16) x .12 (17) x .15 (18) (19) z o ~ ~ :J a. :iE o (.) >< ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 144,292.39 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20.0 16.415.21 318,584.79 -0- 6,493.16 6,493.16 Decedent's Complete Address: STREET ADDRESS 390 Heisev Road CITY Mechanicsburg I STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 6,493.16 Total Credits (A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 69.39 4. Total Interest/Penalty ( 0 + E ) 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 (3) (4) (5) (5A) 69.39 5. If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 6,562.55 A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 6,562.55 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 [j b. retain the right to designate who shall use the pnoperty transferred or its income; ............................................ 0 [j c. retain a reversionary interest; or.......................................................................................................................... 0 ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 G 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [! 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [! 4. Did decedent own an Individual Retirement Account, annuity, or other non-pnobate pnoperty which contains a beneficiary designation? ........................................................................................................................ 0 [! IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this relllm, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on aU information of which preparer has any knowledge. FPERSON RESPONSIBLE F FILING RETURN Administratrix DATE 'I. II~f 390 Heisey Road, Mechanicsburg, PA 17055 SIGNATUR. E OF ;~~R OTHER THAN REPRESENTATIVE --nl"J/~ ADDRESS DATE Id II ~ S- ~ __u____ 44 W. Main Street, Mechanicsburg, For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (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 survivin9 spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. . For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(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. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV.1502 EX+ (6-9* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Glenn L. Souder FILE NUMBER 21-04-01126 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 jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH All that undivided one-half interest in the real estate with improvements thereon consisting of 103.54 acres more or less, and as described in the Deed dated August 4, 1981 and recorded in Cumberland County Deed Book "M", Vol. 29, Page 970. Appraised value: $670,000, one-half interest of Decedent: $335,000.00 TOTAL (Also enter on line 1, Recapitulation) $ 335, 000 . 00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99)_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Glenn L. Souder FILE NUMBER 21-04-01126 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Malpezzi Funeral Home - funeral expensft 8,348.37 2. Mechanicsburg Cemetery - grave open1ng 625.00 3. Headstone - Carlisle Memorial 440.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _Zip Year(s) Commission Paid: 2. Attorney Fees to Snelbaker & Brenneman, P. C. 1,750.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Dorothy M. Souder 390 Heisey Road 3,500.00 Street Address Relationship of Claimant to Decedent Mechanicsburg State ~Zip 17055 surviving spouse City 4. Probate Fees to Register of Wills, Cumberland County 376.00 5. x~ Advertise grant of letters: Cumberland Law Journal: ~:bot The Patriot News: Reserve for miscellaneous fees and accounting expenses: S. W. Barrett Real Estate and Appraisal Services - appraisal of real estate: 75.00 213.85 500.00 6. 7. 450.00 TOTAL (Also enter on line 9, Recapitulation) $ 16,278.22 (If more space is needed, insert additional sheets of the same size) REV-1S12 EX + i1-93; . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Please Print or Type I FILE :~~:::011 16 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Souder. Glenn L. ITEM NUMBER DESCRIPTION AMOUNT 1. Payments on account of ambulance service ($75.00; $61.99) $136.99 TOTAL (Also enter on line 10, Recapitulation) $ 136.99 (If more space is needed, insert additional sheets of same size.) REV-1513 EX+ (9-00) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES Glenn L. Souder FILE NUMBER 21-04-01126 ESTATE OF NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] a. Dorothy L. Souder 390 Heisey Road Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE SU"fviving Spouse First $30,000 plus 1/2 of intestate Estate b. Larry E. Souder 9 Hill Boulevard Mechanicsburg, PA 17055 Son 1/6 of intestate Estate b. Peggy A. Souder 2215 Boxwood Lane Mechanicsburg, PA 17055 Daughter 1/6 of intestate Estate c. Debra M. Diehl 904 Schoolhouse Lewisberry, PA Daughter 1/6 of intestate Estate Lane 17339 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) 08-01-2005 SOUDER 04-27-2004 21 04-1126 CUMBERLAND 101 APPEAL DATE: 09-30-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AMD REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS - REy:is47-Ex-AFP-io3:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GLENN L FILE NO. 21 04-1126 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PD BOX 280601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE RECORnFDIiili~~llI'!PNHERITANCE TAX ,- -AP"jjA.~EliElII~'-~. LOIlANCE OR DISALLOIlANCE !'CU'clF'JlEilllctrOJ!$"AND ASSESSMENT OF TAX LOGS !lUG - I P1112: 28 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CLE':"'K (Y J', \ ,-",- OPPI~( '., ., !f)T ,I:",; KEITH 0 BRENNEMAN SNELBAKER ETAL 44 W HAIN ST MECHANICSBURG ESQ PA 17055 ESTATE OF SOUDER *' REV-1547 EX AFP (06-05) GLENN L TAX RETURN liAS: I X I ACCEPTED AS FILED I CHANGED DATE 08-01-2005 I~ an assess.ent was issued previously, lines 14, IS and/or 16, 17, 18 and reflect ~igures that include the total ~ ~ returns assessed to date. ASSESSMENT OF TAX: IS. ~unt of line 14 at Spousal rat. (IS) 16. Amount of Line 14 taxable at Lineal/Class A rat. (16) 17. AlIOUnt of Line 14 at Sibling Mlt. (17) 18. A.aunt of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal rax Due C : RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.t. (Schedule A) 2. Stocks ond Bonds ISchedu1e BI 3. Closely Held stock/Partnership Interest (Schedule CJ 4. HortgBges/Notes Receivable (Schedule DJ 5. Cash/Bank Deposlts/Hisc. P.rso~l Property (Schedule EJ 6. Jointly Owned Property (Schedule fJ 7. Tr~sfers (Schedule GJ 8. Total Assets III 121 (31 I'll 151 161 171 335,000.00 .00 .00 .00 .00 .00 .00 IBI APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral ExPenses/Adm. Costs/Hisc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govarn..ntal Bequests; Non-elected 9113 Trusts (Schedule ~J 14. Net Value of Estate Subject to Tax 191 1101 16,278.22 136.99 1111 1121 1131 1141 NOTE: 174,292.39 X 144,292.39 X .00 X .00 X . INTEREST/PEN PAID I-I 65.83- AMOUNT PAID 6,562.55 NUI1BER CD005178 DATE 04-11-2005 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 00 = 045 = 12 = 15 = 1191= NOTE: To insure proper credit to your accountJ sub.it the upper portion of this forn with your tax pay.ant. 335,000.00 16.411; ?1 318,584.79 .00 318,584.79 19 will .00 6,493.16 .00 .00 6,493.16 6,496.72 3.56CR .00 3.56CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU MAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIDNS.I ~~ ,~' ;:: VI ~. Z ::r: PJ ~ '" ) :> Q. )>"tI ~ ~: =1 g .?J " ;0 I') 0 m tl:I ~ii\i~~ 00 l.f\ ~..." .'. .~.. ....~...rn -< " 1\ ~ ~ ~ s:: ~ :> ~~ ~BZ 5= zG:> VI 'tt ~ m :;j o lJ1 lJ1 . '0 ; c l?~'S.",R ~ il!~8~~!.liiC:; CD .S> - E....!! ",,"C II! ",'- .. - " -.:;IS::=- . .O:6COC: o=o,SC:O!5O-' <><ll->-!!!i::'~= .g.~al-8li.. ~li g'_;-ii~~ ~~- em - ....c"C ., "C !l!j- )! SI .. =E... Ill. ='" ii-.a ~~.8'1511 ~.o=i ~!hll Ii ~5llf~g~~~'15 fj~~i ~~." I l.!!! ~ "." ~ ~ I 5 _ 5 ;: 15 'E " e j.!: ; ...._ 0 Q:J.x~E~ gIi~i~i~~i ::i!o:~O[~~i~~ i~~!~t"~' CD l !J I i ~I s .,,~ lik'j tll ~'lillllii 11-1 )~i' ~ ,1filh if ~ I ~ t ~ I;! t . ol io~~ ":l H ~ '" o-'l ~ t:l ~ H Z ~ > C":l C":l o c:: z o-'l ~ .....' ~ ~ ... ........ . ~ -.(. I ..... - '" ... H Z O'c:. ~i ~~ Cf.l~ -> 02 0'1:' ~..'~ 1-'3"C:: " tl......: HI-< <- H tr.I"t H. .~ 0":;;: !:2:;..,:;;: o >- r :< ~ , .. ~ tl...tJ:J tJ:J.Cf.l C":lo-'l ~i:; "'''' '" t:l0 ":l t:l o ;0 o o-'l ~ :>:: gg '" o c:: t:l '" ~ [' ; i ; g P'H::::;; :i. ..$~~: o ,e-'I'I.; _--cJ!:... " V~.~~ ':"i: I."--i .";~..;:1:'d 2~"$P _' ~,lf\- :~~\: _L.'~',).i ;; / r.;r, : ;:Ii' ':;: :~ '" ".:s :;:rt :>~ - C. ,_'-0 .. u,':~:g ~.(')(...,::: , ~i-~' . ,,~. qJ.o. ~ ~ IN RE: ESTATE OF GLENN L. SOUDER, LATE OF MONROE TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-04-1126 PARCEL NO. 22-11-0280-024 DECREE A WARDING REAL ESTATE AND NOW, this day of ,2005, it appearing that the First and Final Account and Schedule of Proposed Distribution of Dorothy M. Souder, Administratrix of the Estate of Glenn L. Souder, Deceased, having been duly filed and advertised according to law and rules of court, and that said Account was duly confirmed and said Schedule of Proposed Distribution duly approved by this Court on October 11,2005; and it further appearing that said Administratrix has proposed in said Schedule of Proposed Distribution to distribute certain of Decedent's interest in real estate in kind to herself and her and Decedent's children, as the beneficiaries of Decedent's Estate, and said Court having decreed distribution in accordance with said Schedule of Proposed Distribution; IT IS ORDERED, ADJUDGED AND DECREED that all right, title and interest of the said Glenn L. Souder, Deceased, in and to the below described real estate, which said right, title and interest, being an undivided one-half interest therein, is hereby awarded as follows: one-half (112) thereof to Dorothy M. Souder, being an undivided one-fourth (114) interest in the whole of the real estate, one-sixth (116) thereof to Larry E. Souder, being an undivided one-twelfth (1112) interest in the whole of the real estate, one-sixth (1/6) thereof to Peggy_~. Soude:t:;-:~eing an \__ j t _ ~-~ LAW OFFICES SNELBAKER & BRENNEMAN. P.C. r'.J c.:::J ,-; c...r-l :~ : ,.:, 1..J.:J U~ .. undivided one-twelfth (1112) interest in the whole of the real estate and one-sixth (116) thereof to Debra M. Diehl, being an undivided one-twelfth (1112) interest in the whole of the real estate, all as tenants in common, in fee simple: ALL THAT CERTAIN farm or tract ofland located on the north side of Township Road No. 559 in Monroe Township, Cumberland County, Pennsylvania, more particularly bounded and described as follows: BEGINNING at a point in the center of said Township Road in line of lands of J. P. Heisey Estate; thence along the center of said public road South 72 % degrees West 10.3 perches to a point; thence by the same South 85 Y2 degrees West 89.5 perches to a point; thence by the same North 78 degrees West 12 perches to a point; thence by lands of Dale Spangler North 8 degrees West 119.4 perches to a point; thence by the lands of Mrs. M. E. Brandt North 65 lf4 degrees East 30.95 perches; thence by lands of Mrs. M. E. Brandt and Wilbur Enck North 72 % degrees East 104.3 perches; thence by lands of J. Wayne Hertzler and Estate of J. P. Heisey, South 1 % degrees East 154.6 perches to the place of Beginning. THE ABOVE described tract of farm land is less however two lots on the northeast comer of Township Roads 559 and 560, the first of which was conveyed to J. Robert Gibney and wife by Deed dated July 19, 1960 and recorded in Deed Book "Y", Vol. 19, Page 368, and the second of which having a width of 1 00 feet having been conveyed to Chester H. Heisey and Mildred M. Heisey by Deed dated the 2nd day of January, 1962 and recorded in Deed Book "K", Vol. 20, Page 340. BEING the same premises Glenn 1. Souder and Dorothy M. Souder, his wife, by their Deed dated and recorded August 4, 1981 in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania in Deed Book "M", Vol. 29, Page 970 granted and conveyed unto Glenn 1. Souder and Dorothy M. Souder, as tenants in common, both with an undivided one-half (112) interest. IT IS FURTHER ORDERED AND DIRECTED that a certified copy of this Decree shall be recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, among the deeds recorded in said Office, said Decree to be indexed in the Grantor Index for Deeds against the Estate of Glenn 1. Souder, Deceased, and in the Grantee Index for Deeds to Dorothy M. Souder, Larry E. Souder, Peggy A. Souder and Debra M. Diehl, pursuant to the LAW OFFICES SNELBAKER & BRENNEMAN, P.C. -2- LAW OFFICES SNELBAKER & BRENNEMAN. P.C. Section 3536 of the Decedents, Estates and Fiduciaries Code (20 Pa. C.S.A. 93536). BY THE COURT: 1. I hereby certify that the residence and post office address of the Grantees is: 390 Heisey Road, Mechanicsburg, P A 17055. Agent for Grantees -3- RECEIVEi5 ! OCT 2 0 LOU~ I BY:~ - ~ ,. IN RE: ESTATE OF GLENN L. SOUDER, LATE OF MONROE TOWNSHIP, CUMBERLAND COUNTY, PENNSYL VANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION ESTATE NO. 21-04-1126 PARCEL NO. 22-11-0280-024 DECREE A WARDING REAL ESTATE AND NOW, this 2- 0 r~ day of DC-t. ,2005, it appearing that the First and Final Account and Schedule of Proposed Distribution of Dorothy M. Souder, Administratrix of the Estate of Glenn L. Souder, Deceased, having been duly filed and advertised according to law and rules of court, and that said Account was duly confirmed and said Schedule of Proposed Distribution duly approved by this Court on October 11, 2005; and it further appearing that said Administratrix has proposed in said Schedule of Proposed Distribution to distribute certain of Decedent's interest in real estate in kind to herself and her and Decedent's children, as the beneficiaries of Decedent's Estate, and said Court having decreed distribution in accordance with said Schedule of Proposed Distribution; IT IS ORDERED, ADJUDGED AND DECREED that all right, title and interest of the said Glenn L. Souder, Deceased, in and to the below described real estate, which said right, title and interest, being an undivided one-half interest therein, is hereby awarded as follows: one-half (112) thereof to Dorothy M. Souder, being an undivided one-fourth (114) interest in the whole of the real estate, one-sixth (1/6) thereof to Larry E. Souder, being an undivided one-twelfth (1112) LAW OFFICES SNELBAKER & BRENNEMAN. P.C. 1'--..' interest in the whole of the real estate, one-sixth (1/6) thereof to PeggY(k..~ouder~inK~n,<-;-; ~ "- -', ; :.=; r.....) = .-:~ ~---.::, .\ :"-') -::::. ~ \:~) c..r (It. - undivided one-twelfth (1/12) interest in the whole of the real estate and one-sixth (1/6) thereof to Debra M. Diehl, being an undivided one-twelfth (1/12) interest in the whole of the real estate, all as tenants in common, in fee simple: ALL THAT CERTAIN farm or tract ofIand located on the north side of Township Road No. 559 in Monroe Township, Cumberland County, Pennsylvania, more particularly bounded and described as follows: BEGINNING at a point in the center of said Township Road in line of lands of J. P. Heisey Estate; thence along the center of said public road South 72 ~ degrees West 10.3 perches to a point; thence by the same South 85 Y:z degrees West 89.5 perches to a point; thence by the same North 78 degrees West] 2 perches to a point; thence by lands of Dale Spangler North 8 degrees West 1] 9.4 perches to a point; thence by the lands of Mrs. M. E. Brandt North 65 Y4 degrees East 30.95 perches; thence by lands of Mrs. M. E. Brandt and Wilbur Enck North 72 ~ degrees East ]04.3 perches; thence by lands of 1. Wayne Hertzler and Estate of J. P. Heisey, South I ~ degrees East 154.6 perches to the place of Beginning. THE ABOVE described tract offarm land is less however two lots on the northeast corner of Township Roads 559 and 560, the first of which was conveyed to J. Robert Gibney and wife by Deed dated July 19, 1960 and recorded in Deed Book "Y", Vol. 19, Page 368, and the second of which having a width of 100 feet having been conveyed to Chester H. Heisey and Mildred M. Heisey by Deed dated the 2nd day of January, ] 962 and recorded in Deed Book "K", Vol. 20, Page 340. BEING the same premises Glenn 1. Souder and Dorothy M. Souder, his wife, by their Deed dated and recorded August 4, 1981 in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania in Deed Book "M", Vol. 29, Page 970 granted and conveyed unto Glenn 1. Souder and Dorothy M. Souder, as tenants in common, both with an undivided one-half (1/2) interest. IT IS FURTHER ORDERED AND DIRECTED that a certified copy of this Decree shall be recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, among the deeds recorded in said Office, said Decree to be indexed in the Grantor Index for Deeds against the Estate of Glenn 1. Souder, Deceased, and in the Grantee Index for Deeds to LAW OFFICES SNELBAKER & 3RENNEMAN. P.C. Dorothy M. Souder, Larry E. Souder, Peggy A. Souder and Debra M. Diehl, pursuant to the -2- . LAW OFFICES SNELBAKER 8: lRENNEMAN. P.C. Section 3536 of the Decedents, Estates and Fiduciaries Code (20 Pa. C.S.A. ~3536). I hereby certify that the residence and post office address of the Grantees is: 390 Heisey Road, Mechanicsburg, PA 17055. Agent for Grantees -3- BY THE COURT: / tI/~{J,4. '. - 1. ; .'t'" .' , \ c:) SNELBAKER & BRENNEMAN, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 44 WEST MAIN STREET MECHANICSBURG. PENNSYLVANIA 17055 RICHARD C. SNELBAKER KEITH O. BRENNEMAN 717-697-8528 P. O. BOX 318 FACSIMILE (717) 697-7681 November 1,2005 Glenda Farner Strasbaugh Register of Wills, Cumberland County One Courthouse Square Carlisle, P A 17013 Re: Estate of Glenn L. Souder No. 21-04-1126 Dear Ms. Strasbaugh: I am enclosing for filing the original and one copy of a Status Report with respect to the above Estate. Please file the original Status Report and return the copy of same to me in the self- addressed stamped envelope that I have provided for you. If you should have any questions, kindly give me a call. Yours truly, I/Uvt- Keith O. Brenneman . KOB/sm Enclosures CC: Dorothy M. Souder (w/enclosure) \ r"o.,) -=--) . . :.1 (f""! C:J UJ -.... '-) - [c. (,'.,," ! (:';; (. C~" ~~:::.:,; 1__.,\ CL (..~) C_) U.J ._ CC C/-! STATUS REPORT UNDER RULE 6.12 Name of Decedent: Glenn L. Souder Date of Death: April 27, 2004 Will No.: 21-04-1126 Admin. No.: 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 [g No D 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes~ NoD 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 D No D Date: c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this ~7" November 1, 2005 ~wnz---- Signature Keith o. Brenneman Name 44 W. Main Street Mechanicsburg, PA 17055 r- l.{) Address ~ (717)697-8528 Telephone No. N I Capacity: D Personal Representative !iJ Counsel for personal representative Lr:> = = C'-.I , .., \............ V~