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HomeMy WebLinkAbout02-11511 _ Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of HELEN M . SNEDDON No. oZ ~ -per - //S'/ also known as ,Deceased Social Security No. 182 -16 - 5102 Helen A. Ludwie Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) ~X A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the executrix the Decedent, dated 04/12/1999 and codicil(s) dated None State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente life; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: or principal residence at Carlisle Manor Care, S. Middleton Township, Carlisle, PA 17013 (list street, number, and municipality) Decedent, then 87 years of age, died 11/19/2002 at Carlisle Manor Care, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the aoorooriate form to the undersigned: (Helen A. Ludwig ~~(~...t: ,,, ~ `~: ~`......_; 1212 Rossmovne Road, Mechanicsburg. PA 17055 named in the last Will of Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. ~ ~ - coq- iy Form RW-1(tsst) 80,275.00 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family - '~ Oath of Personal Representative 'Commonwealth of Pennsylvania County of Cumberland 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 Decedent, Petitioner(s) will well and truly administer the estate according to law. / ti Sworn to or affirmed and subscribed ~~,vt,.,.L(" ! ~G~.LL~-*I' Helen A. Ludwig before me this J_ 7 try of `~ -DECEMBER 2 0 0~ ~ Lac-,..~ ,.~ ~ `(~ C~~ (1~.k1Ir.~ . ~ c,_.~C '} t~ ~~~~, lr For the Register ~.~~ z', J No. 21-02-1151 Estate of HELEN M. SNEDDON Deceased Social Security No: 182 -16 - 5102 Date of Death: 11/19/2002 AND NOW, DECEMBER 18 ~ 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~X Testamentary ~ Of Administration - (c.t.a.; d.b.n.c.t.a.; pendente lice; durante absentia; durante minoritate) are hereby granted to Helen A. Ludwig in the above estate and that the instrument(s) dated 04/12/1999 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ......... .. $ 2 0 0.0 0 Short Certificate(s)... $ 12.00 v Renunciation. $ Attorney: Shelly J. Kunkel, Esquire Affidavits ( ) $ I.D. No: 64485 Skarlatos & Zonarich LLP Extra Pages ( ) . $ 6 • 00 Address: 204 State Street Codicil ......... $ Harrisburg , PA 17101 JCP Fee . $ 10.0 0 Telephone: 717/233 -1000 Inventory. $ filed 12-18-2002 Other........... $ mailed to atty 12-18-2002 TOTAL......... $ 2 2 8.0 0 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) LABT WILL AND TESTAMENT OF HELEN M. SNEDDON at-o~-1J5~ I, HELEN M. SNEDDON, of Pottsville, Schuylkill County, Pennsylvania, being of sound mind, memory and understanding, do make and publish this, my Last Will and Testament, hereby revok- ing all former Wills by me at any time heretofore made. ITEM I. I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property shall be paid by my Executrix out of the property passing under ITEM II of this Will, as an expense and cost of administration of my estate. My Executrix shall have no duty or obligation to obtain reimburse- ment of any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Executrix, such taxes may be paid immediately, or the Executrix may postpone the payment of taxes on future or remainder interests until the time possession thereof accrues to the beneficiaries. ~~4X~,/ ~ , _.~jy~x~~ip~i O'Y~~ Helen M. Sneddon Page 1 of 2 pages ITEM II. I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate at the time of my death, to my daughter, Helen A. Ludwig, of Mechanicsburg, Pennsylvania. In the event my daughter should not survive me, I give, devise and bequeath the rest, residue and remainder of my estate to my grandchildren, Tracy Lee Ludwig, Patricia Lush, Lisa Kyler, Karen Wells, Thomas Ludwig, and Hank Ludwig, in equal shares. It is my specific desire that the share passing to Hank Ludwig shall be deposited in the Hank Ludwig Special Needs Trust, EIN of 3 ' ~~,~ ~~~7 9 <~ ~!C{~~ ITEM III. I nominate, constitute and appoint my daughter, Helen A. Ludwig, as Executrix of this, my Last Will and Testament. In the event Helen A. Ludwig refuses or is unable to act for any reason, I appoint my granddaughter, Tracy Lee Ludwig, to so serve. It is my desire that my Executrix serve without bond. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, typewritten on one (1) other page, this 12th day of April, 1999. Wi ess: ^I - / Helen M. Sneddon 2 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF DAUPHIN I, HELEN M. SNEDDON, testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before me, by HELEN M. SNEDDON, testatrix, this 12th day of April, 1999. .~~~ ~ Helen M. Sneddon ~otary Public Nptarial ~~ COMMONWEALTH OF PENNSYLVANIA ~S~~q~~Je~n.2,~ SS COIINTY OF DAUPHIN We, Shelly J. Kunkel and James H. Turner, the Witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will and Testament; that HELEN M. SNEDDON signed willingly and that she executed it as her free and volun- tary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence . Sworn or affirmed to and subscribed to before me by Shelly J. Kunkel and James H. Turner, the witnesses, this 12th day of April, 1999. ~~~~ _ Witnes Wi Hess ,~ otary Pub ' Notarl~t 3sM ~~pgy A. Foie Harr(sbur9. ~~^~ ~ My Commisaw~ E 3 x ~' x z N ~ o~' ~ ~ z ~ ~o~o ~a ~z~~ ~ d z ~c~x ~' r~ ~~o n ~a d ~~ o ~~~z z '~ Z r r ,{ . ,r~~l ~,,, r!'` /~.. CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: HELEN M. SNEDDON Date of Death: November 19, 2002 Will No. 21-02-1151 To the Register: 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 January 2, 2003: Name Helen A. Ludwig Address 1212 Rossmoyne Road Mechanicsburg, PA 17055 Notice has been given to all persons entitled thereto under Rule 5. 6 (a) . Dated: Jan. 2, 2003 Signature Name: Shelly J. Kunkel, Esquire Skarlatos & Zonarich LLP Address: 204 State Street Harrisburg, PA 17101 - Telephone: (717)233-1000 Capacity: Counsel for Personal Representative _ ~P' D A N ~ O r G7 A o C~ m y z ~ Z ~ ~ z m m { m a ~ r ~ ~ z_ ~ ~ ~ D ~_. w~ 1."•r «-~ ~_1.1 T ~~~ ~},1 ,.~. ~r hi l J O ~ n C ~; ~ C ~ N CD ~- ~ p ~ ~ ~ ~ ~ Q~ ~ ~ O .~-r O~ _ (D ~ ~ ~ ~ r-r ~ C~ O C ~ 2 O C J ~+ O ~' e 1 ~~ '1 Y "~, ~ ~. ~ ~_ ~~ *~ -, n err Vt -•J ~t~_ ;; ~. to ~.. W ~ <: ~ H3 ~, ~'~ t ~~"~ d P U ^ < L V~ ., ~ ~ n t t ~u~ ,a .. a c~ tr ~ ~ J`~ a \i°t >; ~„) ~7 tsv - - ..... ll.d ^-J .~ { 1 - ~f ,; COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: KUNKEL SHELLY J ESQUIRE 204 STATE STREET HARRISBURG, PA 17101 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) N0. CD 002072 ACN ASSESSMENT AMOUNT CONTROL NUMBER --- loll ESTATE INFORMATION: SSN: X82-16-5102 FILE NUMBER: 2102-1 151 DECEDENT NAME: SNEDDON HELEN M DATE OF PAYMENT: 01 /22/2003 POSTMARK DATE: 01 /21 /2003 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 9/2002 101 ~ $ 3, 800.00 TOTAL AMOUNT PAID: REMARKS: SHELLY J KUNKEL ESQUIRE SEAL CHECK# 01041 INITIALS: CW RECEIVED BY: DONNA M. OTTO 53,800.00 DEPUTY REGISTER OF WILLS REGISTER OF WILLS SKARLATOS & ZONARICH LLP 204 State Street Harrisburg, PA 17101 Of17ce of Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA ! 7013 JOHN R. ZONARICH* ANNA MARIE SOSSONG JOHN B. ZO NARICH GREGORY S. CHELAP SHELLY J. KUNKEL TODD F. TRUNTZ'F DAVID H. JUDY ANGELO SKARLATOS f 1966 - 1 981 ) ' BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY } ALSO ADMITTED IN NEW JERSEV ~j~~~_-~~~~ ~ ~~~~ LLI~ ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 1717) 233-1000 TELEFAX (717) 233-6740 WWW.S KARLATOSZONARICH.COM March 14, 2003 STEELTON OFFICE MECHANICS SAVINGS BUILDING, STE. 201 51 SOUTH FRONT STREET $TE ELTON PEIJ NSY LVANIA 171 13 1717)939-9358 MIDDLETOWN OFFICE (7 171 944-5 109 W RITER's EMAIL: sjk@skarlatoszonarich.com Office of Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Helen M. Sneddon No. 21-02-1151 D.O.D. 11/19/02 Dear Ladies and Gentlemen: Enclosed for filing is the original and one copy of the Inheritance Tax Return and Inventory for the above-referenced decedent. Please "time-stamp" the extra copies and return to me in the enclosed, self-addressed and stamped envelope. If anything further is required, please contact me. Sincerely, ~/~ 5~~~ , Sharon K. Shaffer Estate Administrator Enclosures /"-' I /'~ I I ,- REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I" *' REV.l!.011~Jl+(t~1 ; FILE NUMBER I 21 2002 .. COUNT'(gqPE:: Y~~_~_ SOCIAL SECURITY NUMBER COMMONWEALTH OF F'ENNSYLVANIA DEPARTMENT OF REVENUE DEF'T280601 _ _ __ "____~___~_~I~~~R~_'~A_~~~1_ ____L____ ------lDECEDENT-;g-NAME{LAST, FiRST,nA-ND-MiDOLE INiTIAL)-'-- 1151 f'.l.l.JM~R 182-16-5102 'SNEDDON, HELEN M. DATE-OF DEAtH(MM-DD~YEAR-) ~ '" ~ Ii! o THIS RETURN MUST BE FILED IN DUPLICATE WITH THE DATE OF BIRTH (MM-DD-YEAR) REGISTER OF WILLS SOCIAL SECURITY NUMBER 01127/1915 11119/2002 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) 3. Remainder Return (date ot death-priO( to 12~-13:82) -------t-~.-1. Original Return ------0" 2. Supplemental Return ~ ' lIl: ; ~ I 0 4, Limited Estate 0 4a. ~~~~~~~~~erest Compromise (date of death after ~ ~ ~ \ 181 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Altach ~ ~MQ ~~~~ -.( 0 9. Litigation Proceeds Received 0 10. Spousal poverty Credit (dale of dealh between 0 11.Election to tax under Sec. 9113(A) (Attach Sct1 0) u_:. '.. __'<________~~--__-___-'--~~-_"'---~ _'2}1-91'!Qd,!-!:~--_c,:------'--- ". .___:~___ _..' _' '. ." : .... n_ ~~_1!ECTtQ.~.~~!~~~_~LETED. ~~~~ORRES~9~~~_~~~~~1!Q.^~ONf'D~~n~~~~~~rN~~~~:~~.~~Q~b~.~~._~J_REg!~.~.!Q:____ Shelly J. Kunkel D o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes .~ ill'" ~~ 0'" ,,11 FIRM NAME (If 9ppllcable) \ Skarlatos & Zonarich LLP ~ELEPHONE NUMBER 7171233-1000 204 State Street Harrisburg, P A 1710 I (1) None (2) 389.93 (3) None (4) None (5) 82,523.72 (6) 13,296.95 (7) None (8) 96,210.60 (9) 11.390.43 (10) 349.67 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. Joinlly Owned Property (Schedule F) o Separate Billing Requested 7. inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) B. Total Gross Assets (IoIal Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) '" o ~ 5 ~ ~ ii: ~ w ~ 10. Debts of Decedent. Mortgage Liabilities. & Liens (Schedule I) 11. Total Deduclions (total Lines 9 & 10) (11) 1 1,740.10 (12) 84,470.50 12. Net Value of Estate (Line 8 minus Line 11) (13) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 84,470.50 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) '" 84,470.50 .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x ~ ;! ~ ~ 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) 19. Tax Due (19) 3,801.17 3,80\.17 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20. 1:81 >> BE. SURE TO ANSWER ALL QUESTI()NS ON R"VERSE SIDE AND RECHECK Mill TH <<_.. Form REV-1500 EX (Rev. 6-00) Copyright 2000 form software only The Lackner Group, Inc. .Decedent's Complete Address: STREET ADDRESS Carlisle Manor Care Walnut Bottom Road 1--. CITY Carlisle ]STATE PA I ZIP 17013 , Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 3,80 I. 1 7 3,800.00 190.06 Total Credits (A + B + C) (2) 3,990.06 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnteresUPenalty (0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 188.89 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.. ~ I b. retain the right to designate who shall use the property transferred or its income;q.. c. retain a reversionary interest; or.... d. receive the promise for life of either payments, benefits or care?.. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?. 0 o o ~ ~ ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.. 4. Did decedent own an Individual Retirement Account, annuity, OT other non-probate property which contains a beneficiary designation?.. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury. I declare that I have examineclthis retum. including accompanying schedules and statements. and to tha best of my knowledge and belief, it is true. correct and complete. Declaration of prepare! other than the personal representati'l~\s based.,?" a" \nfCim~\ICn of ~~ preper~r has eny _~nowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Helen A. Ludwig sIGl(04~;~RS~P~RETURN-. DATE ADDRESS 1212 Rossmoyne Road Mechanicsbu~~PAI7055 .3 -b~t23 DATE T E OF PRE PARER OTHER THAN REPRESENTATIVE J. uukel ADDRESS DATE 204 State Street Harrisburg, PA 17101 ~-&. O?:::, 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 survivin9 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. ~9116 (a) (1.1) (li)J. 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 aT for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. 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. ~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. . SCHEDULE B STOCKS & BONDS ~WEAi..THOFPENNS,{L\lAN\,II, INHERITANCE TAX RETURN RESIDENT DECEDENT L_. L ESTATE OF SNEDDON, HELEN M. , FILE NUMBER 21-2002-1151 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM : NUMBER \ --".. ...-------- ---- ._.~---_.._- ..---..--- I , 15 Shares MetLife DESCRIPTION UNIT VALUE VALUE AT DATE OF I DEATH 25.995 389.93 ____ I. TOTAL (Also enter on line 2, Recapitulation) 389.93 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COIIoIIoONWEAL TH OF PENNS'1L V.I\NIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SNEDDON, HELEN M. , I FILE NUMBER I 21 - 2002 - 1151 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 71,717.18 - M & T Bank Savings Account No. \ 5004200504866 (per verification letter attached hereto as Schedule E) 2 M & T Bank Savings Account No. 15004200504866 (accrued interest to DOD per verification letter attached hereto as Schedule E) 80.56 3 Capital Blue Cross - Refund of premium 187.53 4 HCR Manor Care - Refund 1,234.00 5 Schlitzer-Allen-Pugh Funeral Home, Inc. - Refund of overpayment 27.70 6 1999 Oldsmobile 9,275.00 7 Capital Blue Cross - Prescription Refund 1.75 TOTAL (Also enter on Line 5, Recapitulation) 82,523.72 . SCHEDULE F JOINTL V-OWNED PROPERTY I 'FILE NUMBER 21 - 2002 - 1151 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ---.--'"------.--..---- - ESTATE OF SNEDDON, HELEN M. If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(SJ NAME ADDRESS RELATIONSHIP TO DECEDENT A Helen A. Ludwig 1212 Rossmoyne Road Mechanicsburg, PA 17055 Daughter JOINTLY OWNED PROPERTY: -- -----1- LETTER~I - D~TE -1-- DESCR.IPTION OF PROPERTY - 1 - % OF- I DATE OF DEATH ITEM FOR JOINT MADE Include name of finanCial ,"stltutlon and bank account number DATE OF DEATH I DECD'S I VALUE OF NUMBER I TENANT, JOINT _ ~~t~~'lar Identifying number Attach deed for JOintly-held real ~ VALUE OF ASSET INTEREST DECEDENT'S INTEREST --1-----AI01/31/i969IM&TBa~kCheckingA~~untNo.1316931(per 26,593.901 50%1 13,29695 . verification letter attached hereto as Schedule F) 1 L_ TOTAL (Also enter on line 6, Recapitulation) 13,296.95 '* SCI-EDUl..E H FU/IERAL EXPENSES & ADI\IIINISTRA11VE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FIL.E NUMBER 2] - 2002 - 1151 SNEDDON, HELEN M. Debts of decedent must be reported on Schedule I. "ITEM"-I DESCRIPTION NUMBER " -;... "-;-FUNERAL EXPENSES: I Schlitzer-Allen-Pugh Funeral Home, Inc. AMOUNT 2 I Headstone Engraving B. I ADMINISTRATIVE COSTS: I Personal Representative's Commissions I 1. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid Zip State 2. AUorney's Fees Skarlatos & Zonarich LLP -- Shelly J. Kunkel 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4. City Relationship of Claimant to Decedent Probate Fees Register of Wills State Zip 5. Accountant's Fees 6. Tax Return Preparer's Fees Greenawalt & Company - Preparation of2002 Personal Income 7. I Other Administrative Costs Cumberland Law Journal - Advertise Letters Testamentary 2 The Sentinel - Legal - Advertise Letters Testamentary 'l__ TOTAL (Also enter on line 9, Recapitulation) 7,245.58 100.00 3,500.00 228.00 150.00 75.00 91.85 11,390.43 ESTATE OF *' COMMONWlW..TH OF PENNSYLVI\N\A INHERITANCE TAX RETURN RESIDENT DECEDENT SNEDDON, HELEN M. Include unrelmbursed medical expenses. ITEM NUMBER ,----- ...- J 2 3 SCHEDULEr DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ~ Yellow Breeches EMS, Inc. - Ambulance bill DESCRIPTION Neighbor Care P A Department of Revenue - 2002 State Tax Owed _I , FILE NUMBER \ 21 - 2002 - 1151 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 180,30 13637 33,00 349.67 REV.1513 E)J:+ (9-00) '* SCHEDULE J BENEFICIARIES . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ----- --- ------ -- ---- ESTATE OF SNEDDON, HELEN M. FILE NUMBER 21-2002-1151 -NU~BERT NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY ~ RELATIONSHIP TO DECEDENT _D-'1_Noti.lll Trullflfl{s~_ I AMOUNT OR SHARE OF ESTATE I ,Entire Estate Residue I I I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Helen A. Ludwig , 1212 Rossmoyne Road \ Mechanicsburg, PA 17055 \ Daughter I I \. Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet . II. NON-TAXABLE DISTRiBUTIONS, IA. SPOUSAL DiSTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I ESTATE OF HELEN M. SNEDDON FILE NO. 21 - 2002 - 1151 INHERITANCE TAX RETURN - SCHEDULE E m M&fBank Man'Jfactur-ers ar1d Traders Trust Company, 1100 Wehrle Drive, PO Box 767. Buffalo, f'-l'f' 142(10-0767 January 16,2003 RE: Estate Search The Estate of: Date of Death (D,O.D.) HELEN M SNEDDON 1l/19/2002 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Accrued Interest Balances (Includes Accr. Int.) $26,593.90 $.00 CHK 1316931 OPENED t/69 15004200504866 OPENED 4/96 HELEN SNEDDON HELEN A LUDWIG HELEN SNEDDON 4225 SAY 4225 $71,7J7.18 $80.56 2. Loans, l'vlortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description NO Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided. please contact our Records Depm1ment at (716) 635-4010 or 1-800- 7:24- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: ~ ' --~~( Authorized Signature -1,.',-,- ",S'-[il L-,-'1 )" ~ ~ -J"'- DATE________''__L I tv ' C J ESTATE OF HELEN M. SNEDDON FILE NO. 21 - 2002 - 1151 INHERITANCE TAX RETURN - SCHEDULE F r!1 M&TBank Manufacturer::; and Traders Trust COIT1pany_ 1100 Wehrle Drive PO Box 707. Buffalo, NY 14240-0767 January 16,2003 RE: Estate Search The Estate of: Date of Death (D.O.D.) HELEN M SNEDDON 11/1912002 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Accrued Interest Balances (Includes AccL Int.) $26,593.90 $.00 CHK 1316931 OPENED 1/69 15004200504866 OPENED 4196 HELEN SNEDDON HELEN A LUDWIG HELEN SNEDDON 4225 SAY 4225 $7],717.18 $80.56 2. Loans, lYlortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description NO Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800- 724- 2440 outside ofthe Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORA nON BY: ~ . (/ Ii It--CU' "',_ Authorized Signature ~~" "l l(" :;s '~ t,,- DATE: ,'/&-c.> EST ATE OF HELEN M. SNEDDON FILE NO. 21 - 2002 - 1151 INHERITANCE TAX RETURN LAST WILL AND TESTAMENT LAST WILL AND TESTAMENT OF HELEN )I. SNEDDON I, HELEN M. SNEDDON, of Pottsville, Schuylkill County, Pennsylvania, being of sound mind, memory and understanding, do make and publish this, my Last will and Testament, hereby revok- ing all former Wills by me at any time heretofore made. ITEM I. I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property shall be paid by my Executrix out of the property passing under ITEM II of this Will, as an expense and cost of administration of my estate. My Executrix shall have no duty or obligation to obtain reimburse- ment of any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Executrix, such taxes may be paid immediately, or the Executrix may postpone the payment of taxes on future or remainder interests until the time possession thereof accrues to the beneficiaries. {~~ frl, . '><dj~cI-- tr'n/' Helen M. Sneddon Page 1 of 2 pages ..- XTEM xx. I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate at the time of my death, to my daughter, Helen A. LUdwig, of Mechanicsburg, pennsylvania. In the event my daughter should not survive me, I give, devise and bequeath the rest, residue and remainder of my estate to my grandchildren, Tracy Lee Ludwig, Patricia Lush, Lisa Kyler, Karen Wells, Thomas LUdwig, and Hank LUdwig, in equal shares. It is my specific desire that the share passing to Hank Ludwig shall be deposited in the Hank LUdwig Special Needs Trust, EIN :) 3 - ?/? ?/.) 79 ,?. d.a.;(; ITEM III. I nominate, constitute and appoint my daughter, Helen A. Ludwig, as Executrix of this, my Last Will and Testament. In the event Helen A. Ludwig refuses or is unable to act for any reason, I appoint my granddaughter, Tracy Lee LUdwig, to so serve. It is my desire that my Executrix serve without bond. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last will and Testament, typewritten on one (1) other page, this 12th day of April, 1999. ~ \-j-~ fJl, _~,{~ Helen M. Sneddon / / 2 .. . . . COMMONWEALTH OF PENNSYLVANXA . . : SS COUNTY OF DAUPHXN . . I, HELEN M. SNEDDON, testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before me, by HELEN M. SNEDDON, testatrix, this 12th day of April, 1999. ~ 'K1~ Helen M. Sneddon COMMONWEALTH OF PENNSYLVANXA : SS COUNTY OF DAUPHIN : We, Shelly J. Kunkel and James H. Turner, the Witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last will and Testament; that HELEN M. SNEDDON signed willingly and that she executed it as her free and volun- tary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to Shelly J. Kunkel and James H. of April, 1999. and subscribed to before me by Turner, the witnesses, this 12th day ~S)~~' witnes t'//~<'P/ Wi-eness 3 ESTATE OF HELEN M. SNEDDON, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DNISION ESTATE NO.21 - 2002 - O l 151 RECEIPT, RELEASE AND INDEMNIFICATION AGREEMENT For Full Distribution This Receipt, Release and Indemnification Agreement (hereinafter referred to as "Agreement") is given this ~9y'' day of ~1~1,t.~ , 2003, by HELEN A. LUDWIG, of 1212 Rossmoyne Road, Mechanicsburg, Pennsylvania, 17 5 (hereinafter referred to as "Beneficiary"). WITNESSETH: WHEREAS, Helen M. Sneddon, (hereinafter referred to as "Decedent"), late of Lower Allen Township, Cumberland County, Pennsylvania, died testate on November 19, 2002, having first made a Last Will and Testarent, duly executed on April 12, 1999, which is recorded in the Office of the Register of Wills of Cumberland County, Pennsylvania; WHEREAS, Letters Testamentary on the Estate of the said Decedent were duly issued on December 18, 2002, by the Register of Wills of Cumberland County, Pennsylvania, unto Helen A. Ludwig, who by the Decedent's aforesaid Last Will and Testament was appointed as Executrix of the Estate (hereinafter referred to as "Executrix"); WHEREAS, the Executrix has paid all the debts, taxes and expenses of the Estate known to her as detailed in the Pennsylvania Inheritance Tax Return and Tax Assessment Notice, and she has no knowledge of any unpaid claim which may be asserted against the Estate, nor does she have any reason to believe that there are any such claims; WHEREAS, the Beneficiary, pursuant to the Decedent's Last Will and Testament is beneficially interested in the above referenced estate; and WHEREAS, it is the desire of the Beneficiary that distribution be made without the formality of an accounting, and the Executrix is willing to make such distribution upon the receipt of a proper release and indemnification, which it is the purpose of this Agreement to provide. NOW, THEREFORE, intending to be legally bound hereby, the Beneficiary represents, warrants, covenants and agrees as follows: 1. Waiver of Accounting. The Beneficiary hereby waives the necessity for an accounting and directs the Executrix to dispense with a formal audit of the same. 2. Receipt. The Beneficiary requests the Executrix to make distribution of the following properly (adjusted for subsequent income and expenses) and effective upon delivery to the undersigned of the property shown as distributable, acknowledges receipt of such property: S.U Skarlatos & Zonarich LLP OPEN FILES\Estates\SNEDH0201 -Helen M. SneddonUtelease -Full Distribution -Helen A. Ludwig.doc Page 1 of 3 Cash - $50,661.32 The Beneficiary does further acknowledge that the aforesaid distribution, in addition to any partial distribution made prior to the date of this Agreement, represents the Beneficiary's entire interest in the above-referenced estate, as detailed in the Informal Accounting attached hereto as Exhibit A. 3. Release. Upon having received the above described property distribution, the Beneficiary does by these presents remise, release, quit-claim and forever discharge from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, (a) the Executrix for or by reason of the Executrix's administration of the above-referenced Estate, or any other act, matter, cause or thing whatsoever; and (b) Skarlatos & Zonarich LLP, its employees, successors and assigns, for or by reason of their representation of the Executrix, oir any other act, matter, cause or thing whatsoever. 4. Indemnification. In exchange for the Executrix's willingness to make the distribution hereunder without first securing the benefit of a formal court audit, the Beneficiary agrees to indemnify Executrix and Skarlatos &Zonarich LLP, its employees, successors and assigns, and hold them harmless, to the extent of an.y funds or assets received by the Beneficiary hereunder, from and against the Beneficiary's then pro rata share of any and all liabilities, losses, damages, costs, verdicts, judgments, awards and expenses (including attorney's fees and other costs or expenses of defense) to which (i) the Executrix may be subjected by reason of the Executrix's administration of the above referenced Estate, as well as the settlement thereof by means of an informal distribution; and (ii) Skarlatos &Zonarich LLP, its employees, successors and assigns may be subjected by reason of their representation of the Executrix. The Beneficiary further agrees ta: a. Refund or return, promptly upon the Executrix's written demand, any funds or assets distributed by the Executrix to the Beneficiary, if the distribution thereof is determined at any time to have been an erroneous or negligent distribution to the Beneficiary, whether such error or negligence was or was claimed to have been premised upon a mistake of law or of fact. b. Modify and displace any otherwise applicable period limiting the time within which the Executrix's action to collect an erroneous or negligent distribution must be commenced, so as to provide that the Executrix need not commence an action to collect an erroneous or negligent distribution to the Beneficiary until two (2) years after such time as the Executrix shall have obtained actual knowledge of such error or negligence. Miscellaneous a. The provisions of this Agreement shall be deemed severable in the event that one or more thereof shall be deemed invalid or unenforceable, with the effect that the remaining provisions shall persist as if such invalid or unenforceable provision had never been a part hereof. In addition, the construction, effect, validity and performance of this Agreement shall be governed in all respects by the laws of the Commonwealth of Pennsylvania, without regard to its conflict of laws provision. b. This Agreement shall bind the Beneficiary, the Beneficiary's heirs, representatives, successors, and assigns together with any person with respect to whom the Beneficiary is a natural or appointed guardian. c. The Beneficiary hereby acknowledges that this Agreement may be filed at any time, at the discretion of the Executrix with any court of competent jurisdiction, and the Beneficiary 511 Skarlatos &Zonarich LLP OPEN F[LES\Estates\SNEDH0201 -Helen M. SneddonVielease -Full Distribution -Helen A. Ludwig.doc Page 2 of 3 consents to any such filing. IN WITNESS WHEREOF, the Beneficiary has executed and sealed this Agreement on the date first above inscribed. ~ ,. WITNESS HELEN A. LUDWIG Social Security Number: 164-30-9424 ************ COMMONWEALTH OF PENNSYLVANIA COUNTY OF L)AUPHIN SS: On this, the ~ day of / ~l, ~~ , 2003, before me, the undersigned authority, personally appeared HELEN A. LUDWIG, nown to me (or satisfactorily proven) to be the person whose name is subscribed to the within Release and acknowledged that the Beneficiary executed the same for the purpose therein contained. Witness my hand and official seal the day and date aforesaid. 1 NOTARY PUBLIC My Commission Expires: Notarial Seal Sharon lC. Shaffer, Notary Public City of Harrisburg, Dauphin County My Committioa Bxpites Sept. 6, 2004 Memg6r, fterwnsyNania Assodati0n of Notaries S-.\I Skarlatos & Zonarich LLP OPEN FILES\Estates\SNEDH0201 -Helen M. Sneddon\ILelease -Full Distribution -Helen A. Ludwig.doc Page 3 of 3 SKARLATOS AND ZONARICH LLP + ATTORNEYS AT LAW 204 STATE STREET HARRISBURG PENNSYLVANIA 17101 (717)233-1000 FAX (717)233-6740 Accounting Of: Estate of Helen Sneddon As Of: May '16, 2003 Description Deposits Disbursements M & T Bank -Close Savings Account 71834.22 Met Life -Interest 3.15 Schlitzer-Allen-Pugh Funeral Home -Refund 27.70 Capital Blue Cross -Refund 189.28 Cumberland Law Journal -Adv. Letters Testamentary 75.00 Yellow Breeches EMS 180.30 Register of NJills -Inheritance Tax Payment 3,800.00 HCR Manor Care -Refund 1,234.00 Commerce Bank -Interest 32.85 Wachovia -Interest 40.49 The Sentinel -Estate Notice 91.85 PA Dept. of Revenue - 2002 Personal Income Tax 33.00 Register of V~lills -Filing Fee for Inheritance Tax 25.00 MetLife -Sale of Stock 394.53 Helen Ludwig -Partial Distribution (Wachovia Securities) 15,000.00 Harold D. Sausser & Son -Monument Engraving 125.00 Cumb. Co. Register -File Receipt and Release 13.00 Skarlatos & I_onarich -Fee and Costs 3,751.75 Balance of Estate for Distribution 50,661.32 Final Distribution Helen Ludwig 50,661.32 Exhibit A Report Date: 5/19/03 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 SHELLY J KUNKEL SKARLATOS & ZONARICH COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT c_.~ '~}~ ~Ui`~ Ltd 204 STATE ST :~;_ REV-1607 E% RiP (P1-PSl ' DATE 05-27-2003 ESTATE OF SNEDDON HELEN M DATE OF DEATH 11-19-2002 FILE NUMBER 21 02-1151 r,; ~ ;/ ~ COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-03) ~~~( INHERITANCE TAX STATEMENT OF ACCOUNT **~( ESTATE OF SNEDDON HELEN M FILE N0. 21 02-1151 ACN 101 DATE 05-27-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-21-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 3,801.17 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 01-21-2003 CD002072 190.06 3,800.00 05-07-2003 REFUND .DO 188.89- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 3,801.17 .00 .00 .00 PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an ^Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313]. Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). REPLY T0: questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. 280601, Harrisburg, PA 17128-0601, phone (7177 787-6505. DISCOUNT: If any tax due is paid within three (3l calendar months after the decedent's death, a five percent (5%; discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9l months and one (1) day from the date of death, to tha date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year tc calendar year with that rate announced by the PA Department of Revenue. The applicable il~terest rates far 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZO% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .OOD247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUlIBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/01/2004 KUNKEL SHELLY J 204 STATE STREET HARRISBURG, PA 17101 RE: Estate of SNEDDON HELEN M File Number: 2002-01151 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: 11/19/2004 Your prompt attention to this matter will be appreciated. Thank You. GLENDA FARNER STPJtSBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Cumberland County - ~egls~er VL W~~~O One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ... Date: 10/11/2005 LUDWIG HELEN A 1212 ROSSMOYNE ROAD MECHANICSBURG, PA 17055 RE: Estate of SNEDDON HELEN M File Number: 2002-01151 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 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: 11/19/2005 Your prompt attention to this matter will be appreciated. Thank You. SincerelYI ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge ~~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 KUNKEL SHELLY J 204 STATE STREET HARRISBURG, PA 17101 RE: Estate of SNEDDON HELEN M File Number: 2002-01151 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: 11/19/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge \.-l:r Register of Wills of Cumberland County Date of Death: STATUS REPORT UNDER RULE 6.12 /feLe,J IU. So tJ (;i DO O,.j II /I'I/O;t :to 0.;1- ollr I Name of Decedent: Estate 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 #ther administration of the estate is complete: Yes ~ No 0 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 person~~esentative file a final account with the Court? Yes 0 No 13' b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the person#presentative state an account informally to the parties in interest? Yes ~ No 0 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 report. &1~ Signature SJ,c.-w-y J, K ~,.JlLeL- Name Date: 11/ 1106 (..."C :1 .:;;;;,: N I Lr:> c::':::l- c~~':.;.) ("-4 r- l..() 3Jf "tf 7e..JiJDL-C I?OI+D J ~ Ih t..4.- ~A 17dl( Address (7/7) 7~ 3- 7(,13 Telephone No. Capacity: hJ ~rsonal Representative lJd""Counsel for personal representative \\1;