HomeMy WebLinkAbout04-1163 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of To:
also known as Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 2 0 3- ~ O- 4 6 5 Z Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
years of age older a~ the execut or 19n~d
Your petitioner(s), who is/are 18 or
in the last will of the above decedent, date~- 3une - ~ ,
and codicil(s) dated
Steven Howell,--E~q~-~'~med as alternate executor in ~8.
Madeline C. Bartley having predeceased on 2/25/03.
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h 5 s last family or principal residence at BoFhany VJ ] ] ~go (IIppor A]] on ww~hp)
5225 Wi!=~ Lane, Mechanicsburg, ~'~]=~ o~-~y, Dan ....
1 7055 (list street, number and muncipality)
Decendent, then ~q . years of age, died Do~omhor a6; 200~ 19 .,
at B~eh=~,, xr~ 1 I aga
Exc~~o~s~de~ did not marry, was not divorced and did not have a child horn or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 80; 000: ~0 -
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 50 e 000.00
situated as follows: Union Deposit Road (Lot)
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
TESTAMENTARY
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
~l~l ~*~ n~ I 7070
~ o F't'] rtl
OATH OF' PERSONAL REPRESENTATIVE -> o
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~ ~ [~d . } ss
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 petiti~(s) anti. at as personal represen-
tative(s) of the above decedent petitioner(s) will well and~ estate according to law.
Sworn to or affirmed and subscribed /
bofo~ me th~ c~K day of [ / ~ ' ~
R,g,ster~~
No.
Estate Of GEORGE C. BARTLEY , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW 19 , 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_ June- 7.. I 9~5
described therein be admitted to probate and filed of record as the last will of
GEORGE C. BARTLE~ ;
and Letters ~'-"~'~X~-~~
TESTAMENTARY
are hereby granted to STEVEN HOWELL
Of Wil~
Register
FEES
Probate, Letters, Etc .......... $
..........
Renunciation ................ $. 6
$' ADDRESS
TOTAL .. $ 619 Bridge Street
New Cumberland, PA 17070
Filed ...................................
PHONE
(717) 770-1277 Voice
(717) 770-1278 Telecopier
his is lo certify that Ule i~d'ormafion here given is corrccdv coph:d from :m original cerlificate of death duly filed with me as
Local Registrar. The origival certificate will be forwarded t~ the State Viral Records Office for permanent filing.
W~I~G: R is illegal to duplicate this cop~ ~ photostat or photograph.
/~' - ~ ~X~ Local Registrar
~ ~,' ~ ,~
No. ~~ Date
Rev ~87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS '~) *~ 0 --~
CERTIFICATE OF DEATH .-)t~ ~
STATE ~ILE NUMBER ~ e · I..
NAME OF DECEDENT iF .... , ........ , SEX SGCIALSECURI~ NUMBER -~ ) DATEOFO~,Mcn~ ~e~
WERE AU~PSY FINDINGS MIMANNER OF OEATHA~H / DATE OF INJURY TIME OF INJURy INJORY AT ~RK? IOESCR*eE H~ INJURY
I
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LAST WILL AND TESTAMENT
GEORGE C. B~TLEY
I, GEORGE C. BARTLEY, of Mechanicsburg, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory, and understanding, do hereby revoke all other wills
and codicils heretofore made by me.
FIRST
I direct the payment of my debts not barred by a statue of limitation and expenses of my
last illness and funeral from my estate as soon atter my death as conveniently may be done. If
there be no cemetery lot available for my interment, owned by me at the time of my death, I
authorize my personal representative to purchase such cemetery lot with a contract for perpetual
care, using funds from my estate, in such mount as she shall consider necessary and desirable,
and I authorize my personal representative to cause title to or ownership of such lot so purchased
to be vested in such person as my personal representative shah designate.
Further, in this connection, I authorize my personal representative to expend funds from
my estate, in such amount as my personal representative shall consider necessary and desirable for
the erection and inscription of a suitable marker for my grave.
SECOND
I give and bequeath all real estate and personal property owned by me at the time of my
death, together with all insurance policies naming my Estate as beneficiary, to my spouse,
MADELINE C. BARTLEY, if she survives me by thirty (30) days.
THIRD
Should my spouse, MADELINE C. BARTLEY, fail to survive me by thirty (30) days, I
hereby make the following specific bequests to be distributed from the residue of my estate:
(a) Fifty thousand dollars ($50,000.00) to the Pennsylvania State University,
University Park, Pennsylvania 16802, College of Medicine, Hershey, Pennsylvania, for the
purpose of establishing an endowed fund for the granting of scholarships in the names of George
C. Bartley and Madeline C. Bartley, to students of the College of Medicine who have
demonstrated academic merit and financial need;
(b) Fifty thousand dollars ($50,000.00) to the Pennsylvania State University,
University Park, Pennsylvania, 16802, College of Agriculture, School of Forest Resources, for the
purpose of establishing an endowed fund for the granting of scholarships in the names of George
C. Bartley and Madeline C. Bartley, to students of the School of Forest Resources, who have
demonstrated academic merit and financial need;
(c) Fifty thousand dollars ($50,000.00) to the Harrisburg Area Community
College, 3300 Cameron Street Road, Harrisburg, Pennsylvania, for the purpose of establishing an
endowed fired for the granting of scholarships in the names of George C. Bartley and Madeline C.
2
09-13-2005
BARTLEY
12-16-2004
21 04-1163
CUMBERLAND
101
APPEAL DATE: 11-12-2005
( See reverse side under Objections)
AIIIoun1: Rl!llli tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REy:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GEORGE C FILE NO. 21 04-1163 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~=(''':'rII\!!!l\ICE:iDffl~RITANCE TAX
lP""AIllEHa.'F';. 'A.~i,'u~NCE OR DISALLOWANCE
llF~llEbUG!i:ONs';AM.It. ASSESSHENT OF TAX
3 0"
LODS SE? I' I n
\: [PiTE
ESTATE OF
DATE OF DEATH
FILE NUMBER
. -COUNTY
"ACN
."'1
STEVEN HOWELL ESQ
HOWELL LAW FIRM
619 BRIDGE ST
NEW CUMBERLAND
("
PA 17070
ESTATE OF
BARTLEY
*'
REY-1547 EX AFP (06-05)
GEORGE
C
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 09-13-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.1 Estate (Schedule A)
2. stocks and Bonds (Schedule BJ
3. Closely Held Stock/Partnership Interest [Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
S. Cash/Bank Depositsnlisc. Personal Property (Schedul. E)
6. Jointly Owned Property ISchedule F)
7. Transfers (Schedule G)
8. Tot.l Assets
11)
(2)
(3)
(4)
(5)
(6)
(7)
69,648.10
75.327.25
.00
.00
60.325.99
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Hisc. Expenses [Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tex Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
33,506.67
7.438.70
(11)
(12)
(13)
114)
NOTE: To insure proper
credit to your account,
~it the upper portion
of this forB with your
tax pay_nt.
205,301. 34
40.Q41i 37
164,355.97
164,355.97
.00
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A~unt of Line 14 at Spousal rat. (15) .00 X 00 = .00
16. A.o'--lt of Line 14 taxable at Lin.al/Class A rete (16) .00 X 045 = .00
17. Aeount of Line 14 et Sibling rete (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class Brat. (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
T T :
DATE
IlUHBER
+
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. \ Q/
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE ~ V
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
BaRley, to students of the Harrisburg Area Community College, who have demonstrated
academic merit and financial need;
(d) Fifty thousand dollars ($50,000.00) to Lebanon Valley College, Annville,
Pennsylvania, for the purpose of establishing an endowed fund for the granting of scholarships in
the names of George C. BaRley and Madeline C. BaRley, to students who have demonstrated
academic merit and financial need;
(e) Seventy-Five thousand dollars ($75,000.00) to Tuan Tran, who has been
like a son to myself and my spouse especially when he was a student at Milton Hershey High
School, and now resides at 3712 Colorado Street, West Covena, California, 91792, and if he
predeceases me, this bequest shall revert back into the residue of my estate;
(f) Fffieen thousand dollars ($15,000.00) to my wife's cousin, Iva Daetwyler
Sim~, now of Charlotte, North Carolina, and if she predeceases me, this bequest shall revert back
into the residue of my estate;
(g) Fifteen thousand dollars ($15,000.00) to my wife's cousin, Betty Daetwyler
Kent, now of Pride, Louisiana, and if she predeceases me, this bequest shall revert back into the
residue of my estate;
(h) Fifteen thousand dollars ($15,000.00) to my wife's cousin, Dr. Calvin
Daetwyler, now of Houston, Texas, and if he predeceases me, this bequest shall revert back into
the residue of my estate;
(i) Fifteen thousand dollars ($15,000.00) to my wife's cousin, Dr. William
Cassell, Sr., now of Atlanta, Georgia, and if he predeceases me, this bequest shall revert back into
the residue of my estate;
3
(j) Five thousand dollars ($5,000.00) to the Helen Opperman Krause Animal
Foundation, Inc. (HOKAFI), Post Office Box 311, Mechanicsburg, Pennsylvania, 17055;
(k) Five thousand dollars ($5,000.00) to the Humane Society of Harrisburg,
Inc., 7790 Grayson Road, Harrisburg, Pennsylvania;
(1) Ten thousand dollars ($10,000.00) to the Salvation Army, 1122 Green
Street, Harrisburg, Pennsylvania;
(m) Five thousand dollars ($5,000.00) to the Boys Club of Harrisburg, 1227
Berryhill Street, Harrisburg, Pennsylvania;
(n) Five thousand dollars ($5,000.00) to the Volunteers of America, 2100
North Third Street, Harrisburg, Pennsylvania;
(o) Twenty thousand dollars ($20,000.00) to the Harrisburg Masonic
Consistory, Heritage Builders Fund of the Harrisburg Consistory, Ancient and Accepted Scottish
Kite of Free Masonry, Harrisburg, Pennsylvania;
(p) Five thousand dollars ($5,000.00) to the Harrisburg Symphony Society,
128 Locust Street, Harrisburg, Pennsylvania;
(q) Five thousand dollars ($5,000.00) to the Harrisburg Choral Society, Pine
Street Presbyterian Church, Harrisburg, Pennsylvania; and
(r) Ten thousand dollars ($10,000.00) to World Vision, Pasadena, California,
91131.
Each of the beneficiaries named above in ¶ 3 shall receive the entire amount shown
UNLESS there is an insufficient amount to accomplish all the bequests. If an insufficient amount
4
SIXTH
In addition to the powers conferred by law, I authorize my Executrix, in her
absolute discretion:
(a) To retain in the form received, and to sell either at public or private sale
any real or personal property.
(b) To manage real estate.
(c) To invest and reinvest in all forms of property without being confined to
legal investments, and without regard to the principle of diversification.
(d) To exercise any option or rights arising from ownership of investments.
(e) To compromise claim~ without court approval, and without the consent of
any beneficiary.
SEVENTH
Any and all payment or payments of any sum or sums, whether in cash or in kind
and whether from principal or income, shall be made upon the sole receipt of the respective
individual to whom the payment is made, and free from anticipation, alienation, assignment,
attachment, and pledge, and free from control by the creditors of any such beneficiary. All shares
of principal and income herein given shall be free from anticipation, assignment, pledge, or
obligation of any beneficiary, and shall not be subject to any execution or attachment.
EIGHTH
I nominate, constitute and appoint my spouse, MADELINE C. BARTLEY,
Executrix of this my Last Will and Testament. I hereby relieve my Executrix from the necessity of
posting any security or bond in connection with her duties as such in any jurisdiction in which she
6
may be called upon to act insofar as I am able by law to do so. In the event MADELINE C.
BARTLEY is unable or unwilling to serve as my Executrix, I appoint my attorney, STEVEN
HOWELL, as my alternate Executor. I hereby relieve my alternate Executor from the necessity
of posting security or bond in connection with his duties.
may be called upon to act insofar as I am able by law to do so. In the event MADEL1NE C.
BARTLEY is unable or unwilling to serve as my Executrix, I appoint my attorney, STEVEN
HOWELL, as my alternate Executor. I hereby relieve my alternate Executor from the necessity
of posting security or bond in connection with his duties.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of nine (9) type written pages, the first six (6) of which bear my
signature in the margin for the purpose of identification, this t7 "~day of ,TO/u/~_ ,1995.
BARTLEY ff
COMMONWEALTH OF PENNSYLVANIA ·
· SS.
COUNTY OF Cctr~3 e~t~aa0 ·
I, GEORGE C. BARTLEY, Testator, 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 instmmeut as my Last Will, that I signed it willingly, and that I signed it
as my free and voluntary act for the purpose therein expressed.
/GEOR~E C. BARTLEY/J
7
Sworn or affirmed to and acknowledged before me, by GEORGE C. BARTLEY,
the Testator, this ,~-X.-- day of ~ , 1995.
Signed, sealed and published and declared b~ ~t"~'~~d for
this Last Will and Testament, in the sight and presence, who at his request, in his sight and
presence, and in the sight and presence of each other, have hereunto subscribed our names as
witnesses.
Jw¥ a(s-s
t~I~S -
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF~ C_ ct,~4 e,e_A-,vt9 :
We, the undersigned, being the witnesses whose names are signed to the attached
and foregoing instrument, being duly qualified according to law, do depose and say that we were
present and saw the Testator sign and execute the instrument as his Last Will and Testament, that
he signed it willingly and that he executed it as his free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the Testator signed the Last Will and
Testament as a witness; and that to the best of our knowledge the Testator was at that time
eighteen (18) or more years of age, of sotmd mind and under no constraint or undue influence.
'7~ Swol~ or affirmed to and subscribed before me by the above named witnesses, this
ay of ~~ ,1995.
NOTARIAL SEAL
~RA L SWAU6ER, Notary ~blic
Upper AE~nTwp Cumberl~n~ Co PA
My Common,mn E:?~r~ ~arch 16.
9
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
In re Estate of George C. Bartley, Deceased
Date of Death: December 16, 2004
Administration Number 2004 - 01163 (21-04-1163)
TO THE REGISTER:
I hereby certifY that notice of the 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
mentioned estate on January 4, 2005.
Name:
Janet Stafford, Planned Giving Officer
The Pennsylvania State University
Office of University Development
Office of Planned Giving and Endowments
102 Old Main
University Park, PA 16802
(814) 865-0872 or 1-888-800-9170
Office ofthe President
Harrisburg Area Community College
One HACC Drive
Harrisburg, PA 17110
(717) 780-2300
Sue Borelli
Planned Gifts
Lebanon Valley College
101 North College Avenue
Annville, P A 17003
(717) 867-6322 or 1-800-448-3582
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Tuan Tran
1134 West Quince Street
Ontario, CA 91762
(909) 437-8941
Iva Daetwyler (Deceased)
Charlotte, NC
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Betty Daetwyler (Deceased)
14722 Pt. Hudson & Pride Road
Pride, LA 70770
Calvin Daetwyler
1931 Prism Lane
Houston, TX 77043
(713) 461-3230
William Cassell, Sr.
P.O. Box 206
Dacula, GA 30019
(770) 945-4751
Helen Opperman Krause Animal Foundation (HOKAFI)
P.O. Box 311
Mechanicsburg, PA 17055
(717) 697-3377
Humane Society of Harrisburg Area
7790 Grayson Road
Harrisburg, P A 17111
(717) 564-3320
The Salvation Army
1122 Green Street
Harrisburg, PA 17102
(717) 233-6755
Boys Club of Harrisburg
1227 Berryhill Street
Harrisburg, PA 17104
(717) 234-3268
Volunteers of America
Regional Office
2112 Walnut Street
Harrisburg, PA 17103
(717) 236-1440
IN RE:
GEORGE C. BARTLEY,
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS COURT DIVISION
NO. 21-04-1163
DOD 12/16/04
SSN 203-10-4652
INVENTORY OF THE ESTATE OF GEORGE C.
BARTLEY, DECEASED
Personal representative of the above Estatc, deceased, verifies that the items appearing in
the following Inventory include all of the personal assets wherever situate and all of the
real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and the Decedent owned no real estate outside of the Commonwealth
of Pennsylvania cxccpt that which appears in a memorandum at the end of this Inventory.
I verify that the statements made in this Inventory are truc and correct. I understand that
false statements herein are made subject to the penalties of 18 Pa. C.S.A. Scction 4904
relating to unsworn falsification to authorities.
Name of Attorney: Steven Howell, Esquire By:
ID Number: 62063
Address: 619 Bridge Street
New Cumberland, P A 17070
Telephone: (717) 770-1277
Personal Representative: Steven Howell, Esquire By:
Date: July 1, 2005
1.
Description of Asset
Proceeds from Zeigler Auction Company
$1,450.00 (6/9/05 Check)
$ 868.86 (5/16/05 Check)
$ 123.75 (6/29/05 Check)
$2,442.61
Erie Insurance Refund Check (6/16/05)
Capital Self Storage Refund Check (5/31/05)
Pennsylvania Employees Benefit Trust Refund Check (5/23/05)
Real Estate Sale of Hummelstown Lot (4/25/05)
Federal Employee Lump Sum Dcath Benefit (4/4/05)
Raab Collection (4/4/05)
Met Life Insurance Proceeds (4/4/05)
Federal Employees Group Life Insurance (3/29/05)
PNC Bank (3/21/05)
2.
3.
4.
5.
6.
7.
8.
9.
10.
Value
$ 2,442.61
$ 90.00
$ 135.83
$ 153.46
$ 69,648.10
$ 4,714.13
$ 3,000.00
$ 1,540.67
$ 3,765.26
$ 1,211.48
II. Met Life Insurance Proceeds (3/10/05)
12. Harman's Coins (3/18/05)
13. Bricker Auction Service (317/05)
14. Cumberland County (2/24/05)
15. Clark Coins (2/24/05)
16. The Sun Newspaper Reimbursement (2/15/05)
17. Janney Montgomery Scott (2/1105)
18. Federal Employees Life Insurance (1/13/05)
19. Janney Montgomery Scott (1/5/05)
20. The Patriot News Reimbursement (1/5/05)
21. PNC Bank (1/5/05)
22. Currency (Cash and Non-Collectible Coins)
$ 30.00 (4/4/05) TOTAL
$U65.49 (12/28/04)
$1,395.49
$ 2,777.74
$ 3,900.00
$ 820.00
$ 100.00
$ 250.00
$ 14.00
$ 1,015.00
$ 30,741.25
$ 74,312.25
$ 177.20
$ 3,096.87
$ U95.49
$205,301.34
Respectfully submitted,
BY:
St en Dwell, sq Ire
19 Bridge Street
New Cumberland, PA 17070
(717) 770-1277 Voice
(717) 770-1278 Telecopier
Supreme Court ID 62063
Executor and as Counsel for
The Estate of Bartley
Date: July 1, 2005
........
REV_l500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE ONLY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
..2.. J - -D- -4. J ---.:r -6- 3-
COUNTY CODE YEAR NUMBER
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DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL)
BARTLEY GE R
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
DECEMBER 16, 2004 OCTOBER 22, 1915
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
DECEASED
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SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 2. Supplemental Return
D 48'. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy of Trust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
D 3. Remainder Return (date o/death prior to 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)lA'acllSch 0)
NAME
COMPLETE MAILING ADDRESS
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. Totel Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & (0)
12. Ne' 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)
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TELEI;>r?t~p~tf _ 1 277
[Xkl. Original Return
o 4. Limited Estate
[Xk3. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
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14. Net Value Subject to Tax (Line 12 minus Line 13)
619 BRIDGE STREET
NEW CUMBERLAND PA 17070
(1) $ 69,648.10
(2) $ 75,327.25
(3)
(4)
(5) $ 60, 325 . 99
OFFICIAL USE ONLY
(6)
(7)
(8)
$205,301.34
(9) $ 33,506.67
(10) $ 7 , 438. 70
(11) $ 40,945.37
(12) $164,355.97
(13) q:1f\d It;t; q7
$ 0.00
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
~
I-'
::)
Q"
:E
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 cellateral rate
19. Tax Due
x .0_ (15)
x.O_ (16)
x .12 (17)
x .15 (18)
(19) $ 0.00
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
h
· 5225 Wilson Lane
CITY
,
STATE
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) $0.00
Total Credits (A + B + C ) (2)
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund (4)
ZIP
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)
(5B)
$0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
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
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
C. retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ............. ........................................ 0
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 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-probate property which
contains a beneficiary designation? ......................................................... ............................................................... 0
No
Xl
XJ
XJ
XJ
f]
fJ
fJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
SIGNATURE OF PERSON RESP
Under penalties of pe~ury, I declare thai I have examined this return, induding 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 repre e is based on all info ticn of which pre parer has any knowledge.
7
oS"
ADDRESS
6 Bridge stree , New Cumberland PA 17070
RE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
DATE
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 surviving 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 filin9 a tax retum are still applicable even if
the surviving spouse is the oniy beneficiary.
For dates of death on or after Juiy 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 PS 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 )1.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 PS. 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'1~02 EX+ 16.9.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
.
ESTATE OF
FILE NUMBER
GEORGE C. BARTLEY 21-04-1163
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 berng compelled to buy or sell, both having reasonable knowledge ot the relevant tacts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
VALUE AT DATE
OF DEATH
DESCRIPTION
See Attached Sheets
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
.
Estate of George C. Bartley
Date of Death 12/16/04
SSN 203-10-4652
File Number 21-04-1163
SCHEDULE A REAL EST ATE
Item Description
1. Vacant lot on North Union Deposit Road in Hummelstown,
Dauphin County, Pennsylvania 17036
See Attached HUD -1 Settlement Sheet (Exhibit "A-I")
TOTAL
Value DOD
$69,648.10
$69,648.10
.
A. Settlement Statement
A\
1r
U.S. Department of Housing
and Urban Development
B. Type of Loan tctgage Insucane. Cas. Numb.c
6 FUe Number 17. Loan Numb.c
10 FH^ 20 FmHA 3 0 Cony Unlns.
4.n VA 50 Conv Ins WAMPLER C. Note- ThIs form IS furnished to give you a statement of actual settlement costs Amounts paid to and by the settlement agent ale shown. Ilems
marked "(p.D.C.)" were paid outside the closing; they are shown here for Information purposes and are not Included In the totals.
0 Name and Address of Borrower E. Name and Address of Seller F. Name and Address of Lender
Mervin D. Wampler Estate of George C. Bartley
Bonnie R. Wampler by Steven Howell. Executor
720 Schoolhouse Plaza North Union Deposit Road
Annville, PA 17003 Hummelstown, PA 17036
G. Property Location H. Settlement Agenl
North Union Deposit Road Annvllle Land Transfer Company
Hummelslown, PA 17036 I. Settlement Dale
Tax ParGel No. 56-005-011 Place of Settlement
22 West Main Street 04/21/05
AnnviUe, PA 17003
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION;
100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT OUE TO SELLER
101. Contract sales price 74,000.00 401. Contract sales price 74,000.00
102. Personal property 402. Personal property
103. Settlement charges 10 borrower (line 1400) 1,489.75 403.
104. 404.
105. 405.
Adjustments for Itoms paid by seller In advance Adjustments for items paid by seller In advance
106. Municipallaxes to 406. Municipal taxes to
107. County taxes 04/21 to 12/31 243.93 407, County taxes 04/21 to 12131 243.93
lOB. SChOOl taxes 04/21 to 06/30 145.17 408. School taxes 04/21 to 06/30 145.17
109. 409. ~-
110. 410.
111. 411. --
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 75,878.85 420. GROSS AMOUNT DUE TO SELLER 74,389.10
~;MOUNTS PAtD BY OR tN BEHALF OF BORROWER 500. REDUCTtONS IN AMOUNT TO SELLER
~CPoSit or earnest money 7,400.00 501. Excess Deposit (see instructions)
202. Principal amount of new loan(s) 502. Settlement charges to seUer (line 1400) 4,741.00
203. Existing loan(s) taken SUbject 10 503. Existing loan(s) taken subject to
204. 504, Payoff of first mortgage loan
205. 505. Payoff of second mortgage loan
206. 506.
207. 507.
208. 508.
2U9. 509.
Adjustmenls for Items unpaid by seller Adjustments for Items unpaid by seller
210. Municipal taxes to 510. Municipal taxes to
211. County laxes to 511. County tax.es to
212. School taxes to 512. Schooltax.es to
213. 513.
214 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
--
220. TOTAL PAID BY I FOR BORROWER 7.400.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 4,741.00
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower (line 120) 75.878.85 601. Gross amount due to seller tUne 420) 74,389.10
302. Less amounts paid by/for borrower (line 220) 7.400.00 802. Less reduction amount due 10 seller (line 520) 4,741~
303. CASH FROM BORROWER 68,4 78.85 603. CASH TO SELLER
69,648.10
.
OMB No. 2502-0265
'N TH' 'VENT, RHRORAWN OF THE "XES" NECESSARY WHEN THE TAX BILLS FOR 2005 ARE PREPAREO. THE PARTIES AGREE TO RANDLE SA'O RE~PRORAnoN BE
Q;;:W;O:-W~r
Ii
Ii
i
I
EXHIBIT
Ellale or George C. ilartley
OOl",leR.warnple.-
by Sleven Howell,Execulor
P\ - I
I
File Number: WAMPL~R
....... ...... ,....,~...'....n I Vf- nuu",",,'Ou 1-\.1'11.1 ur;DAN Ul:.Vt;LUI~MI;;.NI
SETTLEMENT 81 A TEMENT
PAGE 2
L SETTLEMENT CHARGES: pAID FRDM PAID FROM
700 TOTAL SALES/BROKER'S COMMISSION b8$od on price $ @ - BORROWER'S SELLER'S
FUNDS AT FUNDS AT
Division of commission (line 700) as follows: SETTLEMENT SETTLEMENT
701. $ to
702. $ to
703 Commission paid at Settlement-
704
800. ITEMS PAYABLE IN CONNECTION WITH LOAN P.O.C.
801. l.oan Origination Fee % I
802. loan Discount % I
803. Appraisal Fee to --
804. Credit Report to -
805. Lender's Inspection Fee to
806. Application Fee to
807 Mortgage Broker Fee- to
808.
809.
810. ----
811.
812.
813.
814. -
815. ---
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest from to @~ Iday
902. Mortgage Insurance .Premium to --
903 Hazard Insurance-Premium yrs. to ---
904.
905. -
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance mo. @$ Imo.
- @$
1002. Mortgage Instlrance mo. Imo.
1003. Municipal taxes mo. @$ Irno.
1004 County property taxes ma @$ Imo.
, 1005. School taxes mo. @~ Imo.
,1006. mo.@$ /mo.
1007. mo.@$ /mo.
100B. -
Aggregate Reserve for Hazard/Flood Ins, City/County Prop}axes, School Taxes &; Mortgage Ins
1100. TITLE CHARGES
1101. Settlement or dosing fee to Steven Howell, Esq. 675.00
1102. Abstract or title search to
1103. Title examination to
1104. Title insurance binder to
1105. Document preparation to
1106. Notary fees to Carol M. Daugherty 5.00 2.00
1107. Attorney's fees to
(includes above Item No: )
110B. Title Insurance to AnnvHle Land Transfer Company 702.75
(inclUdes above item No: 1102,1103.1104,1109,1110 )
1109. Lender's coverage --
1110. Owner's coverage 74,000.00 -- 702.75
1111.
1112.
1113. I.A. No. K550028 (Basic)
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording fees Deed S 42.00 : Mortgage $ ; Releases $ 42.00
1202. City/county/stamps Deed $ 740,00 : Mortgage $ 740.00
1203. &tate taxfstamps Deed $ 740.00 ; Mortgage $ 740.00
1204.
-
1205.
--
1300. ADDITIONAL SETTLEMENT CHARGES
-
1301. Survey to
-
1302. Pest inspection to
1303. Auction Fees Ziegler Auction Company. Ud. 3,324.00
1304.
~- ---
1306.
1307. -
1308
1400 TOTAL SETTLEMENT CHARGES (enter on lines 103 and 502, Sections J and K) ~ 1,489.75 4,741.00
'''':;l);';;n;'''~'d 'CjUD-, s'~~""mlJ ,"d', '" b..", my'"'."'" ,"d """"", ''"' '"' ''''',,'' "",m,"'" '" ''','*''''''''",..m,"'' ",",""_",w",,, bYZ" 'h"
uan$ ~ rw1tlj~iJ~l tlllavereciVdaCOPYf!-J!1eHlJO-1SetuertSra"L lli.'? ~.x-y~
V/.Ill" . Ill1v"'_ .} Joe,,^, . li'-~ .~ ./"..-p, .c:", r'r ",. ,/Z
~~r;::' Wampler ,:, BOllllie R. Wempler E~lll~~~:nley /'/....-::"tI~vell Howell. t:~eculO(
TtulH ('l-tS Ill~llt h'~v,}pj8par lrue accu llcCo1..IIlIOllhjlllrllll~ctjon.lhavecaulle illcaullelhefundlllobedillbl:l(SedlnaCC~nCeWitrllnISSlalemell1.
~
v
y-,;1../ -"'<5
T Date
'(;'~~N~~3i~ j~~~~d ~,,~~~~8;Yo~ke false slalemellls to Ihe Unl1ed Slates on this or allY otller similar form. Penaities upoo conviction can include a ~ne or imprisonment. For details see. Tilie t8 US
RESPA. HB 4305.2 - REV. HUD1/3/861
RCV-1503 EX +,1.97)
SCHEDULE B
STOCKS & BONDS
I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GEORGE C. BARTLEY
FILE NUMBER
21-04-1163
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
See Attached Sheets
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
.
Estate of George C. Bartley
Date of Death 12/16/04
SSN 203-10-4652
File Number 21-04-1163
SCHEDULE B STOCKS AND BONDS
Item Description
1. Janney Montgomery & Scott (Stocks & Bond Portfolio)
TOTAL
Value DOD
$75,327.25
$75,327.25
R8.l1508EX"(191)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GEORGE C. BARTLEY
FILE NUMBER
21-04-1163
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
See Attached Sheets
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
File Number 21-04-1163
Estate of George C. Bartley
Date of Death 12/16/04
SSN 203- 10-4652
SCHEDULE E CASH, BANK DEPOSITS & MISC
PERSONAL PROPERTY
Item Description
1. Proceeds from Zeigler Auction Company
$1,450.00 (6/9/05 Check)
$ 868.86 (5/16/05 Check)
$ 123.75 (6/29/05 Check)
$2,442.61
2. Erie Insurance Refund Check (6/16/05)
3. Capital Self Storage Refund Check (5/31/05)
4. Pennsylvania Employees Benefit Trust Refund Check (5/23/05)
5. Federal Employee Lump Sum Death Benefit (4/4/05)
6. Raab Collection (4/4/05)
7. Met Life Insurance Proceeds (4/4/05)
8. Federal Employees Group Life Insurance (3/29/05)
9. PNC Bank (3/21/05)
10. Mct Life Insurance Proceeds (3/10/05)
II. Harman's Coins (3/18/05)
12. Bricker Auction Service (3/7/05)
13. Cumberland County (2/24/05)
14. Clark Coins (2/24/05)
15. The Sun Newspaper Reimbursement (2/15/05)
16. Federal Employees Life Insurance (1/13/05)
17. The Patriot News Reimbursement (1/5/05)
18. PNC Bank (1/5/05)
19. Currency (Cash and Non-Collectible Coins)
$ 30.00 (4/4/05) TOTAL
$1.365.49 (12/28/04)
$1,395.49
Value DOD
$ 2,442.61
$ 90.00
$ 135.83
$ 153.46
$ 4,714.13
$ 3,000.00
$ 1,540.67
$ 3,765.26
$ 1,211.48
$ 2,777.74
$ 3,900.00
$ 820.00
$ 100.00
$ 250.00
$ 14.00
$ 30,741.25
$ 177.20
$ 3,096.87
$ 1.395.49
$ 60,325.99
REV-1511 EX, (12-99) .
~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
GEORGE C. BARTLEY
FILE NUMBER
21-04-1163
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1.
See Attached Sheets
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number ot Personal Representative(s)
Street Address
City State _ Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State _Zip
Relationship ot Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line g, Recapitulation) $
Debts of decedent must be reported on Schedule I.
(If mare space is needed, insert additional sheets of the same size)
.
Estate of George C. Bartley
Date of Death 12/16/04 (SSN 203-10-4652)
File Number 21-04-1163
Item
AI.
A2.
BI.
B2.
SCHEDULE H FUNERAL EXPENSES &
ADMINISTRA TIVE COSTS
Description
W. Orville Kimmel Funeral Home (1/10/05)
Romberger Memorials (1/1 0/05)
Name of Personal Representative: Steven Howell, Esquire
SSN: 193-60-4778
Address: 619 Bridge Street
New Cumberland, P A 17070
Year Paid: 2005
Attorney Fees & Executor Fees: Steven Howell, Esquire
See Exhibit "H-l"
Payments to Steven Howell, Esquire
$ 1,649.00 (1/10/05)
$ 350.00 (2/11/05)
$23,607.60 (7/1/05)
$25,606.60 (Does Not Include $675.00 Paid on HUD-l)
Amount
$ 7,002.06
$ 374.00
$25,606.60
Advances by Steven Howell, Esquire Total $5,081.60
$ 650.00 (Check to Open Grave 12/16/04)
$ 300.00 (Check to Dick Cassel- Move Property 12/17/04)
$ 299.00 (Check to Register of Wills - 12/20/04)
$ 400.00 (Check to Dick Cassel - Move Property 12/23/04)
$ 21.53 (USPS Postage 1/4/05)
$ 350.00 (Check to Dick Cassel- Auction Expense 2/9/05)
$ 2,160.00 (Inventory by Paralegal of Personal Property in lO'x20' Storage)
$ 52.00 (P ADept of Health - Add'l Death Certificates)
$ 13.61 (Registered Mail to Ancient Coin Dealer 2/2/05)
$ 4.00 (Short Certificate to claim Met Life Policy 2/8/05)
$ 25.00 (fED EX to Auctioneer 2/25/05)
$ 4.88 (Certified Mail to Met Life 3/1/05)
$ 8.60 (2 USPS Priority Mail to Fed Gov't 3/9/05)
$ 17.99 (2005 North American Coins & Prices)
$ 12.99 (2005 Coin Digest)
$ 40.00 (Additional Short Certificates 3/18/05)
$ 12.23 (Registered Mail to Document Dealer 3/24/05)
$ 8.84 (Certified Mail to DPW 4/13/05)
$ 25.00 (FED EX to Annville Land Transfer Comp 4/18/05)
$ 12.76 (USPS - 6/14/05 Boxes to Ship Family Photos)
$ 40.18 (USPS - 6/14/05 Box to Cassel/Tuan/Daetwyler)
$ 23.70 (USPS - 6/15/05 Box to Cassel/Daetwyler)
$ 68.69 (UPS - 6/22/05 Box to Walmer)
$ 96.00 (Copies)
.
$ 434.60 (Storage Fee by Law Firm Per RPC Requirements)
$ 5,081.60
B4. Patriot News (Advertise Estate)(1112/05)
Cumberland Law Journal
B7 Additional Probate Fees (Inventory/First & Final/Tax Return)
TOTAL
$ 188.01
$ 75.00
$ 260.00
$33,505.67
.
Estate of George Bartley
clo Steven Howell, Esquire
619 Bridge Street
New Cumberland, P A 17070
~- -----------
/ -'--.
For Professional Services:
December 16,2004 Telecon at 3:30 AM regarding client's death; telecon from
Tim at funeral home on arrangements; review fax from Pinnacle
Hospice and telecon to Cheryl Spaziani on death of client;
telecon w/Rev. Felty; telecon to Martin Chronister; telecon
to Tran Tuan; telecon to funeral home director; meeting wi
funeral home director on obituary, death certificate, service
arrangements; telecon to Bethany's medical records to obtain
info for death certificate (3.0 Hours)
December 17,2004 Telecon from Corinne; telecon from John Bowen; e-mail to
Tran Tuan details of funeral; draft memo on funeral plans to
FH director, pastor at Bethany for posting on tv channel, head
of soc services, and pastor at Mt. Olivet, telecon to Dick Cassel
on picking up personal property and placing in storage site;
telecon to Dr. Cassel in Dacula, Georgia; review invoice
from ambulance company; review invoice from CNA; telecon
w/Martin Chronister on estate account; review invoice from
ambulance service; short meeting wIDick Cassel on property
storage issue (3.0 Hours)
December 20,2004 Telecon from funeral home director; telecon from Bethany on
newspaper cancellation; telecon from Dr. Cassel; review five
PEBTF statements; one BC/BS notice; draft Estate Information
Sheet; draft Petition for Letters Testamentary; file and swearing
in at Cumberland County Courthouse; telecon to Patriot
News; complete HSH consent form and return (4.0 Hours)
Telecon from Tran Tuan (.5 Hours)
Review PNC account statement; balance checkbook; review CMS
Medicare reports; funeral arrangements; review PEBTF statements;
draft estate notices to Cumberland Law Journal and Patriot News
(4.0 Hours)(lO:OO AM - IPM is Funeral Service and Intermnent)
December 23, 2004 Review two BC/BS notices; review pharmacy invoice (.2 Hours)
December 21, 2004
December 22, 2004
E EXHIBIT
i
I H - \
Page 2
December 27,2004
December 28, 2004
December 29, 2004
December 30, 2004
January 4, 2005
January 6, 2005
January 9, 2005
January 10, 2005
January 11, 2005
January 12,2005
January 13, 2005
January 14,2005
Locate discharge papers, telecon and fax to funeral home (.25 Hours)
Meeting at Commerce Bank to open estate account; apply for
EIN; telecon to Penn State, Lebanon Valley College and HACC for
gift offices; telecon from Penn State's director (2.0 Hours)
Draft Rule 5.6 Notice; research phone numbers and mailing addresses
wlzip codes; prepare notices; review file for addresses (2.0 Hours)
Review documents to locate Dept. V A life insurance information; draft
Itr to V A along with required documents; review Romberger Memorials
order form; two PEBTF statements; one OPM notice and JMS transaction
confirmations (2.0 Hours)
Review invoice from WOK Funeral Home; review check from Patriot
News; review check from JMS and telecon to JMS broker; review 6
PEBTF statements; 3 BC/BS statements; 1 Medicare Summary Notice;
review JMS estate account agreement; close out PNC account and deposit
checks at Commerce Bank; do final balance ofPNC account; review
check book and documents in check package from Commerce Bank
(3.0 Hours)
Review Estate Account from JMS; te1econ w/Martin Chronister on
interest payments due the 15th and 30th of January; review HSH
statement; review 8 BC/BS notices (.25 Hours)
Telecon to private duty CNA to pick up sling at Bethany Village
(.1 Hour)
Review Itr from V A; review three BC/BS notices; review coupons
and Itr from PEBTF; draft ltr to PEBTF on death of client; 2 PEBTF
statements; review JMS account statement; review final statements
from Bethany Village; draft check to executor for advance expenses;
draft check to WOK Funeral Home; draft check to Alert Pharmacy;
draft check to West Shore EMS/ALS; draft check to Romberger
Memorials; draft check to private duty CNA (1.0 Hour)
Review ltr from Bethany Village; review OPM notice and complete
OMB Form 3206-0197; draftltr to OPM w/death certificate and
short certificate; draft and file at Post Office official change of
address (1.0 Hour)
Te1econ from atty for Choral Society; telecon to American Bible
Society; review invoice from Patriot News and draft check;
review BC/BS notice (.75 Hours)
Telecon from Mrs. Rothman (Pres/Symphony); review check from
US Treasury on life insurance and deposit; review ltr from PNC Bank
on request for EIN/withholding; review EIN Notice; telecon to
PNC Bank (.5 Hours)
Review Itr from American Bible Society; review paid receipt from
WOK Funeral Home; review PEBTF statement (.25 Hours)
Page 3
January 18, 2005
January 19,2005
January 21, 2005
January 26, 2005
January 28, 2005
January 31, 2005
February 1,2005
February 2, 2005
February 3, 2005
February 4, 2005
February 8, 2005
February 9, 2005
February 10,2005
February 11,2005
Review Medicare Statement; telecon to Ambulance service on why
12/10 transport paid but not 12/7 ( .25 Hours)
Review Itr from Guiding Eyes for the Blind; review publication notice
from Cumberland Law Joumal; review USPS confirmation of change of
address; review three BC/BS statements (.25 Hours)
Review PNC Bank statement and cancelled checks; review PEBTF
statements; review three BC/BS statements (.25 Hours)
Review USPS Itr; review World Vision Itr; review Itr from Salvation
Army; review JMS check; deposit JMS check; review JMS year end
tax I099s (.4 Hours)
Review SSA 1099; review HACC Foundation Itr; review BC/BS notice;
review OPM notice; review Erie Insurance (personal property)(.5 Hours)
Telecon w/Erie agent; draft Erie check; telecon to D & S Coins for
appraisal; review six PEBTF statements; telecon to Norfolk ancient
coint dealer; telecon to Dick Cassel; review documents and contact
Met Life on Madeline's life insurance policy (1.5 Hours)
Meeting at D & S Coins for appraisal; review tax bill for Hummelstown
lot and draft check; draft check for Dick Cassel; review letter from
Choral Society; review 1 PEBTF and 1 BCIBS notice; draft Itr
to ancient coin dealer; research vacant lot prices in Hummelstown
area (4.0 Hours)
Telecon to Hummelstown paper for refund; research gold coin values
(1.0 Hour)
Draft e-mail to ancient coin dealer re registered mail envelope (.1 Hour)
Review two PEBTF and one BCIBS notice; review Commerce Statement
and balance checkbook; review JMS Central Asset Account Annual
Expense Summary; review and complete Medicare Premium Payment
form; review CMS Medicare Forms; review MET Life forms (.5 Hours)
Review seven PEBTF forms; review paid receipt from tax collector;
review MET Life correspondence; complete MET Life forms; review
CMS Medicare Forms; telecon to Kimmel Funeral Home for certified
copy of Madeline's death certificate; telecon to Register of Wills for
one Short Certificate (1.0 Hour)
Review six BCIBS statements; review one PEBTF statement; review
JMS statements; telecon to Funeral Home on death certificate from
New Castle, Pennsylvania; meeting wIDick Cassel (.5 Hours)
Review ltr from March of Dimes; review one PEBTF statement;
telecon from Guy Clark (ancient coin dealer) telecon to Bob Sheppard
about Barley coin collection (.75 Hours)
Review coordination of benefits Itr from PEBTF; provide copies of
HI cards and complete form; telecon to Jay Zeigler Auctioneer on
2.62 acres and fax relevant info (deed, survey) (1.0 Hour)
.
Page 4
February 23, 2005
February 24, 2005
February 25, 2005
March 1, 2005
March 2, 2005
March 3, 2005
March 4, 2005
March 9, 2005
March 10, 2005
March 11, 2005
March 14,2005
March 17,2005
March 18, 2005
March 21,2005
March 24, 2005
March 25, 2005
Review documents from Guy Clark and check; review Cumberland
County reimbursement check; review PNC statement; review OPM
forms and cover ltr to claim death benefits (.75 Hours)
Draft 1tr to Ms. Balsarott; on line research for Vital Statistics form
to request additional death certificates; complete form for additional
death certificates in light ofOPM request and Met Life Policy (.5 Hours)
Review auction contracts and disclosure forms; draft Itr to auctioneer
w/requested documents; telecon w/auctioneer; telecon from WOK
funeral home on death certificate ordered weeks ago (1.0 Hour)
Complete Claimant's Statement for MET Life policy w/enclosures
(.5 Hours)
Review fax from auctioneer; review file and fwd ltr and August
school tax bill to auctioneer (.25 Hours)
Review check from Chuck Bricker on personal property auction and
receipts and check; prepare deposit ticket (.25 Hours)
Review Commerce Estate Account statement; balance checkbook
(.25 Hours)
Draft two completed applications for US Federal Group Life
Insurance and any retirement benefits owing the Estate (1.0 Hour)
Review MET Life check and prepare deposit ticket; telecon to
Kline Village Coin Dealer (.5 Hours)
Review Met Life correspondence and tax form; telecon to Martin
Chronister to perform year end tax calculations (.25 Hours)
Review PEBTF statementS; review 1099 IRS form from JMS;
review worksheet from JMS broker on long term capital gains;
telecon to local PNC Branch to close out account and fwd balance
of$1,211.40 to the Estate (.5 Hours)
Telecon from M. Balmer on auction; review tax information from
JMS; meeting at coin dealer in Harrisburg to sell gold coins at
$825.00 more than New Cumberland dealer; research Lincoln card and
contact Raab Collection (3.5 Hours)
Telecon and Itr to Register of Wills for additional short certificates;
check website for delivery of Federal employee benefits Itrs; review PNC
balance check in account; review MET LIFE trust documents and order
to sell shares (.6 Hours)
Review JMS solictiation; review 3/16105 Itr from Penn State Planned
Giving Officer; review PNC monthly account statement; review e-mail
from Raab Collection and prepare material for scanning (1.0 Hour)
Review e-mail from Steven Raab; draft registered letter w/originals;
draft e-mail to Steven Raab; telecon to auctioneer on Tuesday's sale
(.5 Hours)
E-mail Steven Raab (.25 Hours)
Page 5
Mar~h 28, 2005
March 29, 2005
March 30, 2005
March 31, 2005
April 1, 2005
April 4, 2005
AprilS, 2005
April 8, 2005
Aprilll,2005
April 12, 2005
April 13, 2005
April 15,2005
April 18, 2005
April 19,2005
Review check and document from Federal Group Life Insurance; review
2 BCIBS notices; review correspondence from Penn State Alumni Assoc;
review ten page contract from auctioneer' telecon to auctioneer (.5 Hours)
Auction in Hummelstown at 5:00 PM for 2.62 acreas; meeting w/
auctioneer at 4:15 PM and execution of sales contract to successful
bidder (4:00 PM - 8:00 PM)(4.0 Hours)
Review notice on death benefit of$4,714.13 due from Federal Govnt;
draft e-mail on Lincoln autograph; review return e-mail (.3 Hours)
Draft 1040X and complete Form 1310 for 2003 federal income tax
returns on refund of$366.67; examine three boxes of personal
property from storage; telecon from buyer at auction seeking
to withdraw; telecon w/Jay Zeigler (2.0 Hours)
Draft e-mail to Steven Raab; review check from federal government on
survivor benefit; review check from Steven Raab; review check from
Met Life; prepare deposit tickets; examine two boxes of personal property
from storage (3.5 Hours)
Review Medicare CMS Notice; review fax from auctioneer on
second highest bidder; telecon from Wampler (successfule bidder)
(.5 Hours)
Telecon w/auctioneer (.25 Hours)
Review Commerce Bank statement; review four page fax from auction
buyer's atty on settlement; telecon to Carol at Annville Land Transfer;
review BCIBS notice (.5 Hours)
Review CMS notice; draft e-mail on selling Jack Dempsey BW autograph
(.1 Hour)
Draft Itr on Madeline's estate to DPW on possible lien; draft ltr on.
George's estate to DPW on possible lien; review DPW website for
contact information (.5 Hours)
Review BC/BS notice; telecon to Zeigler Auction on remaining personnel
property; meeting at Munn's Diamonds to obtain written appraisal for
use at auction; telecon to Hasko's Jewelers (2.0 Hours)
Telecon to DPW on status ofIien letter (.1 Hour)
Draft Itr to buyer's attorney w/encIosures of short certificates, death
certificates, EIN, DPW letters regarding lien status, tax bills and proposed
deed; telecon to buyer's atty; telecon to Jay Zeigler Auctioneer; review
ltr from Atty for buyers (1.5 Hours)
Review two letters from DPW; review Itr from Romberger Memorials;
telecon to Romberger Memorials; review fax from auctioneer on expenses;
review HUD-l from Atty in Annville (.5 Hours)
Page 6
April 21, 2005
April 22, 2005
April 25, 2005
May 9, 2005
May 13,2005
May 23, 2005
June 1, 2005
June 7, 2005
June 8, 2005
June 14,2005
June 15,2005
June 16,2005
June 20, 2005
June 22, 2005
June 23, 2005
Real estate settlement in Annville, Pennsylvania; pick up jewelry and
appraisal for use by auctioneer (second trip since rings were not
yet cleaned on 4/20/05 as promised; review additional faxes from
DPW on lien status for medical assistance payments by Dept. (5.5 Hours)
Review Itr and color prints from Romberger Memorials on completed
inscriptions for clients; review Capita! Self Storage Invoice; telecon
to storage site on refund for May and June 05 payments if unit
cleaned by 4/31/05; prepare deposit ticket for real estate settlement
(.5 Hours)
Ltr to auctioneer; telecon to auctioneer; printout directions to storage
site; meeting w/auctioneer's movers (.5 Hours)
Telecon to Walmers; draft e-mail to Tuan Tran (.25 Hours)
Telecon w/rep from Harrisburg Symphony and Boys Club (.2 Hours)
Review refund check from PEBTF and deposit (.25 Hours)
T elecon J oann at Consolidated Insurance on termination of policy
(.25 Hours)
Telecon to Jay Zeigler on auction results; authorized new sale for one
remaining diamond ring w/revised reserve price (.1 Hour)
Review correspondence addressed to Decedents; notify senders of
death (.1 Hour)
Draft Itr to Mr. Tuan, Dr. Cassell, Dr. Daetwyler; prepare items for
each person (1.5 Hours)
Prepare second boxes for CasseIl/Daetwyler (.75 Hours)
Review Erie refund notice w/check; prepare deposit ticket; telecon to
Zeigler Auction on status of proceeds check from 6/4/05 auction
(.25 Hours)
Review two checks from Zeigler Auction; telecon to Zeigler Auction on
remaining sale of one diamond ring; prepare deposit tickets; draft
First and Final Accounting Petition (2.0 Hours)
Telecon to Register of Wills on additional filing fees; telecon to Maida
Conner/HACC, Elaine Rhodes/Penn State and Sue Borrelli at L VC;
send two line drawings to Walmers via UPS (1.5 Hours)
Prepare decedent's final 2004 federal tax return (.5 Hours)
Page 7
June 24, 2005
June 27, 2005
Legal Fees
Advance Costs
Subtotal
Payments
Subtotal
TOTAL DUE
Telecon from Susquehanns Surgeons on overpayment by PEBTF;
review fax from HACC Foundation; complete P A-40 income
tax return (1.0 Hour)
Draft Inventory; draft Pennsylvania Inheritance Tax Return
(2.0 Hours)
$21,200.00 (84.8 Hours at $250.00 Per Hour)
$ 650.00 (Check to Open Grave 12/16/04)
$ 300.00 (Check to Dick Cassel- Move Property 12/17/04)
$ 299.00 (Check to Register of Wills - 12/20/04)
$ 400.00 (Check to Dick Cassel- Move Property 12/23/04)
$ 21.53 (USPS Postage 1/4/05)
$ 350.00 (Check to Dick Cassel- Auction Expense 2/9/05)
$ 2,160.00 (Inventory by Paralegal of Household Contents)
$ 52.00 (PA Dept of Health - Add'l Death Certificates)
$ 13.61 (Registered Mail to Ancient Coin Dealer 2/2/05)
$ 4.00 (Short Certificate to claim Met Life Policy 2/8/05)
$ 25.00 (FED EX to Auctioneer 2/25/05)
$ 4.88 (Certified Mail to Met Life 3/1/05)
$ 8.60 (2 USPS Priority Mail to Fed Gov't 3/9/05)
$ 17.99 (2005 North American Coins & Prices)
$ 12.99 (2005 Coin Digest)
$ 40.00 (Additional Short Certificates 3/18/05)
$ 12.23 (Registered Mail to Document Dealer 3/24/05)
$ 8.84 (Certified Mail to DPW 4/13/05)
$ 25.00 (FED EX to Annville Land Transfer Comp 4/18/05)
$ 12.76 (USPS - 6/14/05 Boxes to Ship Photos)
$ 40.18 (USPS - 6/14/05 Box to Cassel/Tuan/Daetwyler)
$ 23.70 (USPS - 6/15/05 Box to Cassel/Daetwyler)
$ 68.69 (UPS - 6/22/05 Box to Walmer)
$ 96.00 (Copies)
$ 434.60 (Storage Fee Per RPC Requirements)
$26,281.60
$ 1,649.00 (1/10/05)
$ 350.00 (2/11/05)
$ 675.00 (4/21/05)
$ 2,674.00
$23,607.60
~EV-1512 EX ~ (1~97i
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GEORGE C. BARTLEY
FILE NUMBER
21-04-1163
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
AMOUNT
See Attached Sheets
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
Estate of George C. Bartley
Date of Death 12/16/04 (SSN 203-10-4652)
File Number 21-04-1163
SCHEDULEIDEBTSOFDECEDEN~
MORTGAGE LIABILITIES & LIENS
Item Description
1. Bethany Village (1/10/05)
3. Alert Pharmacy (1110/05)
4. West Shore EMS-ALS (1110/05)
5. Mindy Drake (Private Duty CNA)(1110/05)
6. Erie Insurance Group (1/31/05)
7. Dick Cassel (2/1/05)
8. Tracy Cooper Tax Collector (2/1/05)
9. Dick Cassel (2/9/05)
10. George Mushinski (Shrub Clearing for Auction 3/16/05)
11. Munn's Diamond Gallery (4/21/05 - Appraisals)
12. Dick Cassel (4/28/05 - Clean Out Storage Site)
13. Pennsylvania Department of Revenue (2004 Income Tax)
TOTAL
Amount
$4,090.00
$ 47.25
$ 537.36
$ 568.00
$ 122.00
$ 350.00
$ 343.52
$ 350.00
$ 300.00
$ 250.00
$ 300.00
$ 180.57
$7,438.70
REV-1513 EX+ (9-00)
'. '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
GEORGE C BARTLEY
FILE NUMBER
21-04-1163
.
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(Sl RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
See 9116 (al (1.2)]
1.
See Attached : heets
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 SHEET $
(If more space is needed, insert additional sheets of the same size)
Estate of George C. Bartley
Date of Death 12/16/04 (SSN 203-10-4652)
File Number 21-04-1163
SCHEDULE J BENEFICIARIES
Number
II A.
Non Taxable Distributions
The Pennsylvania State University
Office of Planned Giving and Endowments
102 Old Main
University Park, PA 16802-1501
Amount or Share of Estate
$100,000.00
See Paragraph III a and b of Will
Copy of the U.S. Treasury Department Letter Attached
Hereto as Exhibit "J-1"
II B.
The Haec Foundation
Harrisburg Area Community College
One HACC Drive
Harrisburg, P A 17110-2999
$ 50,000.00
See Paragraph III c of Will
Copy of Department of the Treasury Letter Attached hereto as
Exhibit "J-2".
II1e.
Lebanon Valley College
Office of Major Gifts
101 North College Avenue
Annville, PA 17003-1400
Balance of Estate *
* Estimated as of 7/1/05 to be approximately $14,355.97 without
Any deductions for additional legal fees or expenses incurred
AfterJuly 1,2005
See Paragraph III d of Will
Copy of Department ofthe Treasury Letter Attached hereto as
Exhibit "J-3".
TOTAL
$164,355.97
.
~
i
I 't - I
.i-' 05 14: 01 FROM-
,;i*ifI!i~rnal Revenue Service
1~~jiI'rstrict Director
/;~
------------------------------------------
~
T-205 P002/005 F-464
Department of the Treasury
P. 0., Box 12070 '
Phila., PA 19105,
'.
~'''''('
(~/
~
JUN 1 8 1885
Employer Identlfieation Numb4r:
23-2353614
Accounting Period Endins:
June 30
Fonn 990 Required: ~ Ves 0 No
Dat~:
c> The Harrisburg Area COllll!!l,Ini t:r College
Foundation
3300 Cameron Street Road
Hatrisburg, PA 17110
Pernon to Contal:t:
WiHiam Kane
Contllct Telephone Number:
(215)-597-4168
Dear Applicant:
RECf:tVt:D
JUN 2 5 1986
HAGC fOUffllA Tlon
Based,on information sUpplied~ and assuming your operations will be as stated
.,in your application tor recognition of exemption. we have determined you are exempt
from Federal income tax under section 501(C)(3) of the Internal Revenue Code.
We 'have furthe~ dete~mined that you a~e not a private foundation within ~he
lIleaning of section 509(a) at the Code. because you are an organization ducr1bed in
Section 509(a) (5)..
,;. -
it you~ sources ot support. or your purposes, Character, or ~ethod ot operation
ch~~ge, please let us know So we can oonsider the etfect of the change on your
exempt status and foundation status. Also, you Should intorm us of all changes in
your name or addreSS.
As of January 1. 1984, you are liable tor taxes under the Federal Insurance
Contributions Act(social security taxes) on remuneration of $100 o~ more you pay to
each of your employees during a calendar Yea~. You are not liable tor the tax
imposed under the Federal Unemployment Tax Act (FUrA).
Since you are not a private toundation, you are not subject to the excise taxes
uncer Chapter 42 of the Code. However. you are not automatically exem~t from other
Federal ~xcise taxes. It yoU have any questions about excise. employment. or other
Federal taxes, please let us know.
Donors may deduct Contributions to you as provided in section 170 ot the Code.
Bequests, legacies. devises. transfers, or gifts to you or tor your use are
deductible'for Federal estate and gift tax purposes it they meet the applicable
provisions of sections 2055, 2106, and 2524 of the Code.
the box checked in the heading ot this letter ShOW5 whether you ~ust tile For~
990, RetC:l"n of Organi'zat i on Exempt f~ol:l I,.coCle l'~. If Yes is checked, 'you are
reGu~red to file for~ 990 only it your sross receipts each year are normally more
than 525,000. If a return Ls reQuired, it must be filed by the 15th day of the fifth
mo~th ~fter t~e end of your annual accounting period, the law i~poses a nenaltv of
SIO a cay, up to a m~~icum of S5,OOO, when a return is filed late, u! ~mrr
is reasonable cause fo~ the delay. ~
J
.J"-~
(oyed
i-/05 14:01 FROM-
,/--..,
~
T-205 P003/005 F-464
.
You are not re~uired. to tile Federal 1000=e tax returns unless you are sUbject
to the tax on unre~ated busiaess 1000=e under section 511 ot the Code. It.you are
subject to this tax, you must rlle ~ income tax return on For~ 990-T, Exempt
Organization BuslQess Income Tax Return. In th~s letter, we are not determining
whether any of your present or proposed aotivities are unrelated trade or bus~ness
as defined in section 513 ot the Code.
!
You need an e=ployer identification number eVen it you have no employee;. It an
e~ployer identitication number was not entered on your application, a number will be
assigned to you and you wlll be advised or it. P~ease Use that number on all returns
you file and in al~ corres~ondenoe with the Internal Revenue Servioe.
Because this letter oould help resolve any questions about your exempt status
and foundation status, you should kee~ it in your perwanent records.
If you have any questions, p~ease oontact the person whose name and telephone
number are ShOwn in.the heading of this letter.
Sincerely YQurs,
C~ (}. (4_
Cornelius J .(Jletuan
Dlst~lot Director
* This letter supersedes Our letter dated March 14, 1986,
. .
J'.~
'.
'05 14:02 FROM- ~
:~
T-205 P004/005 F-464
.
{(lternal Revenue Service
Department of the Treasury
r;J (,;)r,:lr~ "............ r~
P. O. Box 2508 . ~ ll.J.L::ID.ll.lLLL i
Cincinnati,OH 45201 DEe ;'~3 2001 J
Person to Contact: 0 r-c
Michael Dutcher 31-074 [J L..-.I
Customer:Ser;vlce Specia1isr--".-~-" .----.-----
. ToIIF.ree Telephone Number:
8:00 8.m. to 9:30 p.m. EST
877-829-5500
Fax Number:
513-263-3756
Federal Identification Number:
23-2353614
Date: November 27, 2001
Harrisburg Area Community College Foundation'
One HACC Drive . .
Harrisburg, PA 17110-2903
Dear Madam:
This letter is in response to your correspondence of November 9, 2001, requesting an update of your
organization's advance ruling date. We have made the corrections, and your final determination letter 947
remains in effect. .
.
Our records indicate that a determination letter issued in June 1988 granted your organization exemption
from fedoral income tax under section 501 (c) (3) of the Intemal Revenue Code. That letter is still in effect.
Based on information subsequently submitted, we classified your organization as one that is not a private
foundation within the meaning of section 509(a) of the Code because It is an organIzation described In
section 509(a){3).
Tbis classification was based on the assumption that your organization's operations would continue as stated
in the application, If your organization's sources of support, or its character, method of operations, or
purposes have changed, please let us know so we can consider the effect of the change on the exempt
status and found~tion status of your organization.
Your organization is required to file Form 990, Return of Organization Exempt from Income Tax, only If Its
gross receipts each year are normally more than $25,000. If a return is required, It must'be filed by the 15th
day of the fifth month after the end of. the organization's annual accounting perloq. The law impos9sa
penalty of $20 a day, up to a maximum of $10,000, when a return is filed late, uhle'ss there is reasonable
cause for the delay.
All exempt organizations (unless speCifically excluded) are liable for taxes under the Federal Insurance
Contributions Act (socIal security taxes) on remuneration of $100 or more paid to each employee during a
calendar year. Your organization is not liable for the tax imposed under the Federal Unemployment Tax Act
(FUTA).
Organizations that are not private foundations are not subject to the exoise taxes under Chapter 42 of the
Code. However, these organizations are not automatically exempt from other federal excise taxes.
Donors may deduct contributions to your organization as provided in section 170 of the Code. Bequests,
legacies, devises, transfers, or gifts to your organization or for its use are deductible for federal estate an d
gift tax purposes jf they meet the applicable provisions of sections 2055,2106, and 2522 of the Code.
~---------------------------------~----------------------------------
,.' 05 14: 02 FROM- ?""' T-205 P005/005 F-464
f'
-2-
Harrisburg Area Community College Foundation
23-2353614
Your organization is not required to fife federal income tax returns unless it is subject to the tax on unrelated
business income under section 511 of the Code. If your organization is subject to this tax, it must file an
income tax return on the Form 990- T, Exempt Organization Business Income Tax Return. In this letter, we
are not determining whether any of your organization's present or proposed activities are unrelated trade or
business as defined in section 513 of the Code.
The law requires you to make your organization's annual return available for public inspection without charge
for three years after the due date of the retum. If your organization had a copy of its application for
recognition of exemption on July 15, 1987, it is also required to make available for pUblic inspection a copy of
the exemption application, any supporting documents and the exemption letter to any individual who requests
such documents In person or in writing. You can charge only a reasonable fee for reproduction and actual
postage costs for the copied materials, The law does not require you to provide copies of public inspection
documents that are Widely available, such as by posting them on the Internet (WOrld Wide Web). You may
be liable for a penalty of $20 a day for each day you do not make these documents available for pUblic
inspection (up to a maximum of $10,000 in the case of an annual return).
Because this letter could help resolve any questions about your organization's exempt status and foundation
status, you should keep it with the organization's permanent reCOrds.
If you have any questions, please call us at the telephone number shown in the heading of this letter.
This letter affirms your organization's exempt status.
Sincerely,
.fl~g~
John E. RiCketts, Director, TElGE
Customer Account Services
Internal Revenue Service
Department of the Treasury
P. O. Box 2508
Cincinnati, OH 45201
Date: December 4, 2000
Person to Contact:
Gordon Schnur 31-02345
Customer Service Specialist
Toll Free Telephone Number:
8:00 a.m. to 9:30 p.m. EST
877-829-5500
Fax Number:
513-263-3756
Federal Identification Number:
23-1352354
Accounting Period Ends:
June 30
Lebanon Valley College
101 N. College Ave.
Annville, PA 17003-1404
Dear Sir or Madam:
This is in response to your request for a letter affirming your organization's exempt status.
In October 1942 we issued a determination letter that recognized your organization as exempt
from federal income tax under section 101 (6) of the Internal Revenue Code of 1939 (now
section 501 (c)(3) of the Internal Revenue Code of 1986). That determination letter is still in
effect
We classified your organization as a publicly supported organization, and not a private
foundation, because it is described in sections 509(a)(1) and 170(b)(1)(A)(vi) of the Code.
This classification was based on the assumption that your organization's operations would
continue as stated in the application. If your organization's purposes, character, method of
operations, or sources of support have changed, please let us know so we can consider the
effect of the change on the organization's exempt status and foundation status.
Your organization is required to file Form 990, Return of Organization Exempt from Income
Tax, only if its gross receipts each year are normally more than $25,000. If a return is
required, it must be filed by the 15th day of the fifth month after the end of the organization's
annual accounting period. The law imposes a penalty of $20 a day, up to a maximum of
$10,000, when a return is filed late, unless there is reasonable cause for the delay.
As of January 1, 1984, your organization is liable for taxes under the Federal Insurance
Contributions Act (social security taxes) on remuneration of $100 or more the organization
pays to each of its employees during a calendar year. There is no liability for the tax imposed
under the Federal Unemployment Tax Act (FUTA).
Organizations that are not private foundations are not subject to the excise taxes under
Chapter 42 of the Code. However, these organizations are not automatically exempt from
other federal excise taxes. If you have any questions about excise, employment, or other
federal taxes, please let us know.
E EXHIBIT
,
I ~-3
. .
LAST WILL AND TESTAMENT
OF
GEORGE C. BARTLEY
I, GEORGE C. BARTLEY, of Mechanics burg, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory, and understanding, do hereby revoke all other wills
and codicils heretofore made by me.
FIRST
I direct the payment of my debts not barred by a statue ofIimitation and expenses of my
last illness and funeral from my estate as soon after my death as conveniently may be done. If
there be no cemetery lot available for my interment, owned by me at the time of my death, I
authorize my personal representative to purchase such cemetery lot with a contract for perpetual
care, using funds from my estate, in such amount as she shall consider necessary and desirable,
and I authorize my personal representative to cause title to or ownership of such lot so purchased
to be vested in such person as my personal representative shall designate.
Further, in this connection, I authorize my personal representative to expend funds from
my estate, in such amount as my personal representative shall consider necessary and desirable for
the erection and inscription of a suitable marker for my grave.
(J~.{3.
SECOND
I give and bequeath all real estate and personal property o\Wed by me at the time of my
death, together with all insurance policies naming my Estate as beneficiary, to my spouse,
MADELINE C. BARTLEY, if she survives me by thirty (30) days.
THIRD
Should my spouse, MADELINE C. BARTLEY, fail to survive me by thirty (30) days, I
hereby make the following specific bequests to be distributed from the residue of my estate:
(a) Fifty thousand dollars ($50,000.00) to the Pennsylvania State University,
University Park, Pennsylvania 16802, College of Medicine, Hershey, Pennsylvania, for the
purpose of establishing an endowed fund for the granting of scholarships in the names of George
C. Bartley and Madeline C. Bartley, to students of the College of Medicine who have
demonstrated academic merit and financial need;
(b) Fifty thousand dollars ($50,000.00) to the Pennsylvania State University,
University Park, Pennsylvania, 16802, College of Agriculture, School of Forest Resources, for the
purpose of establishing an endowed fund for the granting of scholarships in the names of George
C. Bartley and Madeline C. Bartley, to students of the School of Forest Resources, who have
demonstrated academic merit and financial need;
(c) Fifty thousand dollars ($50,000.00) to the Harrisburg Area Community
College, 3300 Cameron Street Road, Harrisburg, Pennsylvania, for the purpose of establishing an
endowed fund for the granting of scholarships in the names of George C. Bartley and Madeline C.
2
17.
>>~
----.._--~-_.-._----------._------~
Bartley, to students of the Harrisburg Area Community College, who have demonstrated
academic merit and financial need;
(d) Fifty thousand dollars ($50,000.00) to Lebanon Valley College, Annville,
Pennsylvania, for the purpose of establishing an endowed fund for the granting of scholarships in
the names of George C. Bartley and Madeline C. Bartley, to students who have demonstrated
academic merit and financial need;
(e) Seventy-Five thousand dollars ($75,000.00) to Tuan Tran, who has been
like a son to myself and my spouse especially when he was a student at Milton Hershey High
Schoo~ and now resides at 3712 Colorado Street, West Covena, California, 91792, and ifhe
predeceases me, this bequest shall revert back into the residue of my estate;
(f) Fifteen thousand dollars ($15,000.00) to my wife's cousin, Iva Daetwyler
Sims, now of Charlotte, North Carolina, and if she predeceases me, this bequest shall revert back
into the residue of my estate;
(g) Fifteen thousand dollars ($15,000.00) to my wife's cousin, Betty Daetwyler
Kent, now of Pride, Louisiana, and if she predeceases me, this bequest shall revert back into the
residue of my estate;
(h) Fifteen thousand dollars ($15,000.00) to my wife's cousin, Dr. Calvin
Daetwyler, now of Houston, Texas, and ifhe predeceases me, this bequest shall revert back into
the residue of my estate;
(i) Fifteen thousand dollars ($15,000.00) to my wife's cousin, Dr. William
Cassell, Sr., now of Atlanta, Georgia, and ifhe predeceases me, this bequest shall revert back into
the residue of my estate;
3
t1l
(j) Five thousand dollars ($5,000.00) to the Helen Opperman Krause Animal
Foundation, Inc. (HOKAFI), Post Office Box 311, Mechanicsburg, Pennsylvania, 17055;
(k) Five thousand dollars ($5,000.00) to the Humane Society of Harrisburg,
Inc., 7790 Grayson Road, Harrisburg, Pennsylvania;
(1) Ten thousand dollars ($10,000.00) to the Salvation Army, 1122 Green
Street, Harrisburg, Pennsylvania;
(m) Five thousand dollars ($5,000.00) to the Boys Club of Harrisburg, 1227
Berryhill Street, Harrisburg, Pennsylvania;
(n) Five thousand dollars ($5,000.00) to the Vohmteers of America, 2100
North Third Street, Harrisburg, Pennsylvania;
(0) Twenty thousand dollars ($20,000.00) to the Harrisburg Masonic
Consistory, Heritage Builders Fund of the Harrisburg Consistory, Ancient and Accepted Scottish
Rite of Free Masonry, Harrisburg, Pennsylvania;
(P) Five thousand dollars ($5,000.00) to the Harrisburg Symphony Society,
128 Locust Street, Harrisburg, Pennsylvania;
(q) Five thousand dollars ($5,000.00) to the Harrisburg Choral Society, Pine
Street Presbyterian Church, Harrisburg, Pennsylvania; and
(r) Ten thousand dollars ($10,000.00) to World Vision, Pasadena, California,
91131.
Each of the beneficiaries named above in ~ 3 shall receive the entire amount shown
UNLESS there is an insufficient amount to accomplish all the bequests. If an insufficient amount
4
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exists, , 3 shall act as an order of abatement and the beneficiaries listed shall receive distribution
in full following the order presented in , 3 until the estate is exhausted.
FOURTH
In the event there exists a sum of money in my estate after distribution is made in full to all
ofthe beneficiaries listed in , 3, I then direct that such reminder be distributed IN EQUAL
SHARES to the following:
(a) Harrisburg River Rescue, Inc., III South Cameron Street, Harrisburg,
Pennsylvania;
(b) Guiding Eyes for the Blind, York Town Heights, New York, 10598; and
(c) The Rough and Tumble Engineers' ffistorical Association, Inc., Box 9,
Kinzers, Pennsylvania, 17535;
(d) American Bible Society, 1865 Broadway, New York City, New York;
(e) March of Dimes Birth Defects Foundation, Central Pennsylvania Chapter,
4008 Jonestown Road, Harrisburg, Pennsylvania; and
(f) Covenant House, 346 West 17th Street, New York City, New York,
10011-5002.
FIFfH
I direct that any and all Inheritance, Estate and Transfer Taxes imposed upon my estate
passing under my Will or otherwise, shall be paid out of the principal of my residuary Estate.
5
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ye
SIXTH
In addition to the powers conferred by law, I authorize my Executrix, in her
absolute discretion:
(a) To retain in the form received, and to sell either at public or private sale
any real or personal property.
(b) To manage real estate.
(c) To invest and reinvest in all forms of property without being confined to
legal investments, and without regard to the principle of diversification.
(d) To exercise any option or rights arising from ownership of investments.
(e) To compromise claims without court approval, and without the consent of
any beneficiary.
SEVENTH
Any and all payment or payments of any sum or sums, whether in cash or in kind
and whether from principal or income, shall be made upon the sole receipt of the respective
individual to whom the payment is made, and free from anticipation, alienation, assignment,
attachment, and pledge, and free from control by the creditors of any such beneficiary. All shares
ofprincipal and income herein given shall be free from anticipation, assignment, pledge, or
obligation of any beneficiary, and shall not be subject to any execution or attachment.
EIGHTH
I nominate, constitute and appoint my spouse, MADELINE C. BARTLEY,
Executrix of this my Last Will and Testament. I hereby relieve my Executrix from the necessity of
posting any security or bond in connection with her duties as such in any jurisdiction in which she
6
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may be called upon to act insofar as I am able by law to do so. In the event MADELINE C.
BARTLEY is unable or unwilling to serve as my Executrix, I appoint my attorney, STEVEN
HOWELL, as my alternate Executor. I hereby relieve my alternate Executor from the necessity
of posting security or bond in connection with his duties.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of nine (9) type written pages, the first six (6) of which bear my
signature in the margin for the purpose of identification, this '7 f<lday of .::TU/V e , 1995.
it ~ 1':'-tJ'~ (SEAL)
GEORG C. BARTLEY
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF C~Mf.\ ~tLLA-NO
I, GEORGE C. BARTLEY, Testator, 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, that I signed it willingly, and that I signed it
as my free and voluntary act for the purpose therein expressed.
JfC~ff~
IG~C. BARTLEY,
7
Sworn or affirmed to
the Testator, this J7V4L- day of
acknowledged before me, by GEORGE C. BARTLEY,
1995.
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this Last Will and Testament, in the sight and presence, who at his request, in his sight and
presence, and in the sight and presence of each other, have hereunto subscribed our names as
witnesses.
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TNESS
COMMONWEALlli OF PENNSYLVANIA
COUNTY OF YORK c. UIl( t3 e I'L A-N 0
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We, the undersigned, being the witnesses whose names are signed to the attached
and foregoing instrument, being duly qualified according to law, do depose and say that we were
present and saw the Testator sign and execute the instrument as his Last Will and Testament, that
he signed it willingly and that he executed it as his free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the Testator signed the Last Will and
8
Testament as a witness; and that to the best of our knowledge the Testator was at that time
eighteen (18) or more years of age, of sound mind and under no constraint or undue influence.
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Address:
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Address: O~ tJ~ AJz~
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~ sw~ or affirmed to and subscribed before me by the above named witnesses, thi!;
'7 day of ~ ,1995.
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NOTARIAL SEAL
DEBRA l SWAUGER. Notary Public
Upper Allen Twp Cumberland Co PA
My CommiSSIon ExP~S March 16. 1998
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INRE:
GEORGE C. BARTLEY,
IN THE COURT OF COMMON PLEAS!
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS COURT DIVISION
NO. 21-04-1163
FIRST AND FINAL ACCOUNT OF STEVEN HOW~LL AS;
, 'C:"-:;'
EXECUTOR OF THE ESTATE OF GEORGE C. BARJLE~
DECEASED ~,~2 -u
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DATE OF DEATH:
DATE OF EXECUTOR'S APPOINTMENT:
DATE OF ADVERTISEMENT OF
APPOINTMENT:
12/16/04
12/20/04
ACCOUNTING FOR THE PERIOD:
PURPOSE OF THE ACCOUNT:
w
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12/31/04 (Cumberland Law Journal)
117/05 (Cumberland Law Journal)
1/14/05 (Cumberland Law Journal)
12/25/04 (Patriot News)
1/1/05 (Patriot News)
1/8/05 (Patriot News)
12/16/04 - 9/20/05
Steven Howell, Esquire as Executor
offers this Account to acquaint
interested parties of the transactions
which have occurred during his
administration of the Estate. The
Account also sets forth the proposed
Distribution of the estate.
NOTICE TO INTERESTED PARTIES:
It is important that the Account be
carefully examined. Requests for
additional information or objections
or questions may be addressed to:
STEVEN HOWELL, ESQUIRE
619 BRIDGE STREET
NEW CUMBERLAND, P A 17070
(717) 770-1277 VOICE
(717) 770-1278 TELECOPIER
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3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
I. RECEIPTS OF PRINCIPAL:
1.
Description of Asset
Proceeds from Zeigler Auction Company
$1,450.00 (6/9/05 Check)
$ 868.86 (5/16/05 Check)
$ 123.75 (6/29/05 Check)
$2,442.61
Erie Insurance Refund Check (6/16/05)
Capital Self Storage Refund Check (5/31/05)
Pennsylvania Employees Benefit Trust Refund Check (5/23/05)
Real Estate Sale of Hummelstown Lot (4/25/05)
Federal Employee Lump Sum Death Benefit (4/4/05)
S. Raab (4/4/05)
Met Life Insurance Proceeds (4/4/05)
Federal Employees Group Life Insurance (3/29/05)
PNC Bank (3/21/05)
Met Life Insurance Proceeds (3/1 0/05)
Harman's Coins (3/18/05)
Bricker Auction Service (3/7/05)
Cumberland County (2/24/05)
Clark Coins (2/24/05)
The Sun Newspaper Reimbursement (2/15/05)
Janney Montgomery Scott (2/1/05)
Federal Employees Life Insurance (1/13/05)
Janney Montgomery Scott (1/5/05)
The Patriot News Reimbursement (l/5/05)
PNC Bank (1/5/05)
Currency (Cash and Non-Collectible Coins)
$ 30.00 (4/4/05) TOTAL
$1,365.49 (12/28/04)
$1,395.49
II. INCOME RECEIVED:
Value
$ 2,442.61
$ 90.00
$ 135.83
$ 153.46
$ 69,648.10
$ 4,714.13
$ 3,000.001
$ 1,540.67
$ 3,765.26
$ 1,211.48
$ 2,777.74
$ 3,900.00
$ 820.00
$ 100.00
$ 250.00
$ 14.00
$ 1,015.00
$ 30,741.25
$ 74,312.25
$ 177.20
$ 3,096.87
$ 1,395.49
$205,301.34
The Executor received no income during his administration of the Estate.
III. DISBURSEMENTS OF PRINCIPAL:
1.
2.
3.
4.
5.
6.
Payee
Bethany Village (1/10/05)
W. Orville Kimmel Funeral Home (1/10/05)
Alert Pharmacy (Ill 0/05)
West Shore EMS-ALS (1/10/05)
Romberger Memorials (Ill 0/05)
Steven Howell, Esquire (Ill 0/05)
2
Amount
$ 4,090.00
$ 7,002.06
$ 47.25
$ 537.36
$ 374.00
$ 1,649.00
$ 650.00 (Advance to Funeral Home to Open Grave)
$ 300.00 (Dick Cassel/Transport Property)
$ 299.00 (Register of Wills)
$ 400.00 (Dick Cassel/Transport Property)
$1,649.00
7. Mindy Drake (Private Duty CNA)(1/1 0/05)
8. Patriot News (Advertise Estate)(1/12/05)
9. Erie Insurance Group (1/31/05)
10. Dick Cassel (2/1/05)
11. Tracy Cooper Tax Collector (2/1/05)
12. Steven Howell, Esquire (2/11/05)
$ 350.00 (Dick Cassel/Transport to Auction 2/9/05)
13. George Mushinski (Shrub Clearing for Auction 3/16/05)
14. Munn's Diamond Gallery (4/21/05 - Appraisals)
15. Dick Cassel (4/28/05 - Clean Out Storage Site)
16. Steven Howell, Esquire (Legal Fees/Executor Fee/Advances)
17. Pennsylvania Department of Revenue (6/27/05)
18. Steven Howell, Esquire (Legal Fees/Cost Reimbursement)
19. Register of Wills (Inventory/PA Tax Return/Add'l Probate)
20. Steven Howell, Esquire (Legal Fees)
TOTAL
IV. RECAPITULATION:
Total Principal Received
Less Disbursements
Available Balance
$205,301.34
$ 41,436.87
$163,864.47
V. PROPOSED SCHEDULE OF DISTRIBUTION:
1.
2.
3.
4.
5.
Payee
The Pennsylvania State University
The HACC Foundation
Lebanon Valley College (LVC)
Register of Wills (First & Final Accounting Fee)
Steven Howell, Esquire (Postage/Copy Costs to Serve Account)
TOTAL
*
Amount paid to Lve subject to change if additional estate expenses are incurred.
$ 568.00
$ 188.01
$ 122.0(1)
$ 350.0@
$ 343.52
$ 350.00
$ 300.0Q
$ 250.00
$ 300.od
$ 23,607.6d
$ 18051
$ 862.50
$ 65.00
$ 250.0Q
$ 41,436.8~
Amount
$100,000.00
$ 50,000.00
$ 13,575.82
$ 230.00
$ 58.65
$163,864.47
Steven Howell, Esquire as Executor ofthe Will ofthe Decedent, George C.
Bartley, hereby declares under oath that he has fully and faithfully discharged the duties
of his office; that the foregoing First and Final Account is true and correct and fully
discloses all significant transactions occurring during the accounting period; that all
known claims against the Estate have been paid in full; that to his knowledge there are no
claims now outstanding against the Estate; and that all taxes presently due from the Estate
have been paid in full.
3
Respectfully submitted,
BY:
St n Howell, squire
19 Bridge Street
New Cumberland, P A 17010
(717) 770-1277 Voice
(717) 770-1278 Te1ecopier'
Supreme Court ID 62063
Executor and as Counsel fdr
The Estate of Bartley
Date: September 20, 2005
Subscribed and sworn to by Steven Howell, Esquire before me this 20th day of
September, 2005.
By: (3~~
Notary Public
My Commission Expires
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
BerIf T. Howell, Notary Public
New Ct.mbeltand Boro, a.nbertand County
My Corm1Ission ElCpires May 10, ax>>
Mell'lber, Pennsylvania AssocIation of Notariea
4
CERTIFICATE OF SERVICE
I hereby certify that on the date set forth below a true and correct copy of the
foregoing documents was served by postage prepaid, first class United States Mail on all
interested parties or counsel of record at the addresses set forth below.
Elaine Rhodes
The Pennsylvania State University
Office of Planned Giving and Endowments
102 Old Main
University Park, PA 16802
Maida Connor, Executive Director
The HACC Foundation & Resource Development
Harrisburg Area Community College
One HACC Drive
Harrisburg, PA 17110-2999
Sue Borelli
Planned Gifts
Lebanon Valley College
101 North College Avenue
Annville, P A 17003
Tuan Tran
1134 West Quince Street
Ontario, CA 91762
Calvin Daetwyler
1931 Prism Lane
Houston, TX 77043
William Cassell, Sr.
P.O. Box 206
Dacula, GA 30019
Helen Opperman Krause Animal Foundation (HOKAFI)
P.O. Box 311
Mechanicsburg, P A 17055
Humane Society of Harrisburg Area
7790 Grayson Road
Harrisburg, P A 17111
5
1 '
The Salvation Army
1122 Green Street
Harrisburg, PAl 71 02
The Salvation Army
Legal Department
P.O. Box C-635
West Nyack, NY 10994-1739
Boys Club of Harrisburg
1227 Berryhill Street
Harrisburg, P A 17104
V olunteers of America
Regional Office
2112 Walnut Street
Harrisburg, P A 17103
Harrisburg Masonic Consistory
Heritage Builders Fund of the Harrisburg Consistory
Ancient and Accepted Scottish Rite of Free Masonry
2701 North 3rd Street
Harrisburg, P A 17110
Harrisburg Symphony Society
800 Corporate Circle
Harrisburg, PA 17110
Harrisburg Choral Society
c/o Ann E. Ariano, Esquire
6121 Chatham Court
Harrisburg, PA 17111
Wodd Vision
Legal Department
P.O. Box 9716
Federal Way, WA 98063-9716
Harrisburg River Rescue, Inc.
111 South Cameron Street
Harrisburg, PA 17101-2806
Guiding Eyes for the Blind, Inc.
Attn: Planned Giving
611 Granite Springs Road
York Town Heights, NY 10598
6
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I
. .
The Rough and Tumble Engineers' Historical Association, Inc.
P.O. Box 9
Kinzers, P A 17535
American Bible Society
Legal Department
1865 Broadway
New York, NY 10023-9980
Wanda Beverly
March of Dimes
1275 Mamaroneck Avenue
White Plains, NY 10605
Covenant House
Planned Giving
346 West 17th Street
New York, NY 10011-5002
Office of the Attorney General
Charitable Trusts and Organizations Section
Strawberry Square
Harrisburg, PAl 7120
Date: September 20, 2005
7
I'
,
INRE:
GEORGE C. BARTLEY,
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS COURT DIVISION
NO. 21-04-1163
NOTICE OF PRESENTATION OF THE ACCOUNT AND
PROPOSED STATEMENT OF DISTRIBUTION REQUIRED BY
LOCAL RULE 6.3-1
Notice is hereby given that the First and Final Account of Steven Howell, Esquire
as Executor of the Estate of George C. Bartley, Deceased, shall be presented for
confirmation on Tuesday, November 22,2005 at 9:30 AM in Courtroom Number I of the
Cumberland County Courthouse, Carlisle, Pennsylvania 17013. Any objections must be
filed in writing no later than 9:00 AM on the date fixed for confirmation. This Notice as
well as a copy of the First and Final Account was served by first class, postage prepaid
U.S. Mail on September 20th 2005 upon the following interested parties:
Elaine Rhodes
The Pennsylvania State University
Office of Planned Giving and Endowments
102 Old Main
University Park, P A 16802
Maida Connor, Executive Director
The HACC Foundation & Resource Development
Harrisburg Area Community College
One HACC Drive
Harrisburg, PA 17110-2999
Sue Borelli (Planned Gifts)
Lebanon Valley College
101 North College Avenue
Annville, P A 17003
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Tuan Tran
1134 West Quince Street
Ontario, CA 91762
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Calvin Daetwyler
1931 Prism Lane
Houston, TX 77043
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William Cassell, Sr.
P.O. Box 206
Dacula, GA 30019
I'
Helen Opperman Krause Animal Foundation (HOKAFI)
P.O. Box 311
Mechanicsburg, PA 17055
Humane Society of Harrisburg Area
7790 Grayson Road
Harrisburg, P A 17111
The Salvation Army
1122 Green Street
Harrisburg, PA 17102
The Salvation Army
Legal Department
P.O. Box C-635
West Nyack, NY 10994-1739
Boys Club of Harrisburg
1227 Berryhill Street
Harrisburg, P A 17104
V olunteers of America
Regional Office
2112 Walnut Street
Harrisburg, PA 17103
Harrisburg Masonic Consistory
Heritage Builders Fund of the Harrisburg Consistory
Ancient and Accepted Scottish Rite of Free Masonry
2701 North 3rd Street
Harrisburg, P A 17110
Harrisburg Symphony Society
800 Corporate Circle
Harrisburg, P A 17110
Harrisburg Choral Society
c/o Ann E. Ariano, Esquire
6121 Chatham Court
Harrisburg, PA 17111
World Vision
Legal Department
P.O. Box 9716
Federal Way, WA 98063-9716
Harrisburg River Rescue, Inc.
III South Cameron Street
Harrisburg, PA 17101-2806
Guiding Eyes for the Blind, Inc.
Attn: Planned Giving
611 Granite Springs Road
York Town Heights, NY 10598
The Rough and Tumble Engineers' Historical Association, Inc.
P.O. Box 9
Kinzers, P A 17535
American Bible Society
Legal Department
1865 Broadway
New York, NY 10023-9980
Wanda Beverly
March of Dimes
1275 Mamaroneck Avenue
White Plains, NY 10605
Covenant House
Planned Giving
346 West 17th Street
New York, NY 10011-5002
Office of the Attorney General
Charitable Trusts and Organizations Section
Strawberry Square
Harrisburg, PA 17120
Date: September 20, 2005
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: George C. Bartley
Date of Death: December 16, 2004
Will No. 21-04-1163 Admin No. 21-04-1163
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 .L
No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: Not Applicable.
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: Not Applicable.
c. Did the personal representative state an account informally to the
parties?
Yes No K
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. See Attached.
')
Respectfully submitted,
BY:
St n H e 1, qui e
19 Bridge Street
New Cumberland, P A 17070
(717) 770-1277 Voice
Supreme Court ID 62063
Capacity:
-L Personal Representative
~ Counsel for the Personal Representative
Date:
\a (a1 (l>~
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^- .......
~OMMbNWEAL TH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
NOVEMBER 22. 2005
I, Glenda Farner Strasbaugh, Register for probate of Wills and granting Letters of AdministratIon for the
County of Cumberland, in the Commonwealth of Pennsylvania, do hereby certify thc foregoing to be true and
accurate copies ofthe FIRST AND FINAL ACCOUNT OF STEVEN HOWELL, EXECUTOR POR THE
ESTATE OF GEORGE C. BARTLEY, LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND
COUNTY, PENNSYLVANIA, DECEASED.
as the same were passed and advertised and remain on
file and of record in this office.
IN TESTIMONY WHEREOF, I have hereunto set
my hand and official seal on the date above.
d r ~ t
l <I " '7.P',. ,f, (t;
Glendi~~~~et~trcf~M~~ie~~i~111~<':'
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~~~~~~~~~~~~~~qqqq~~~~~~~~~~~~~~~~~
NOW TO WIT, NOVEMBER 22,2005 came into Court STEVEN HOWELL, EXECUTOR and presented an
account and statement of proposed distribution, which were examined, passed, approved, and confirmcd with a
balance in his hands of $ 163,864.47 and the accountant was directed to distribute said balancc in accordance
with the statement of distribution filed.
~:~. . ~( '~. f.-. ~, .,1
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it ~/ ,~~_/ " >i4~.J .~;.... ," '.j
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Glenda Farner Strasbaugh, Clerk of the Oh)hans' Court
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
COMMONWEAL TH OF PENNSYLVANIA SS:
COUNTY OF CUMBERLAND
I, Glenda Farner Strasbaugh, Clerk of the Orphans' Court, in and for said County, do hereby certify the
foregoing to be a true copy of the account and statement of proposed distribution of STEVEN HO WELL,
EXECUTOR. '
as full and entire as the same remain on file and record in
this office.
IN TESTIMONY WHEREOF, I have hereunto set my
hand and official seal at Carlisle, this 22ND clay of
NOVEMBER, 2005.
Docket No: 21-2004-1163
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Glenda Farner Strasbaugh, Clerk oftIt~~rphans' Court