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Home My WebLink About02-0342PETITION FOR GRANT OF LETTERS OF ADMINISTRATION C.T.A. Estate of JAMES EDWARD HONEYCUTT Deceased Social Security No. 217-10-1578 No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older applies for letters of administration C.T.A., on the estate of the above decedent. Your petitioner is the daughter of the decedent and the nominee of both alternate personal representatives named in the Will. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 312 Acre Drive, Carlisle, Pennsylvania 17013. Decedent, then 88 years of age, died February 2, 2002, at Thomwald Home, 442 Walnut Bottom Road, Carlisle, Pennsylvania 17013. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in PA (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $35,000.00 $ SNone In the Last Will and Testament of Decedent, he named his wife, Virginia Lee Honeycutt, as Executor. Virginia Lee Honeycutt died on October 4, 2001. In his Last Will and Testament, Decedent designated his daughter, Patricia A. Robinson, and his son, James G. Honeycutt, as successor personal representatives. Their Renunciations in favor of their sister, Petitioner Shirley E. Wilhelm, are attached hereto. THEREFORE, petitioner respectfully requests the grant of letters of administration c.t.a, in the appropriate form to the undersigned. Signature and Residence of Petitioner hirley E. Wilhelm 312 Acre Drive Carlisle, PA 17013 ary ~. ~ Register /~/~ 21-2002-342 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Wayne F. Shade and Connie J. Tritt, each a subscriber hereto, each being duly qualified according to law, depose and say that they are familiar with the signature of James Edward Honeycutt, testator, and that the) believe the signature on the Last Will and Testament of James Edward Honeycutt dated May 18, 1981, is in the handwriting of testator to the best of their knowledge and belie£ Swomto or affirmed and subscribed before methis 2nd day of ADril 2002 C. Lew!s ~' Wayne 1~. Shade 53 West Pomfret Street Carlisle, Pennsylvania 17013 Connie J. Tritt 53 West Pomfret Street Carlisle, Pennsylvania 17013 I 21-2002-342 RENUNCIATION In Re: Estate of James Edward Honeycutt, Deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned, James G. Honeycutt, successor Executor of the above decedent, hereby renounces the right to administer the Estate and respectfully asks that Letters of Administration be issued to Shirley E. Wilhelm. WITNESS my hand and seal this ~_~t~day of ~ ,2002. ~ames Gl Honeyct~tt ~ 6509 Springwater Court, #6303 Frederick, MD 21701 21-2002-342 RENUNCIATION In Re: Estate of James Edward Honeycutt, Deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned, Patricia A. Robinson, successor Executrix of the above decedent, hereby renounces the right to administer the Estate and respectfully asks that Letters of Administration be issued to Shirley E. Wilhelm. WITNESS my hand and seal this 25th day of March, 2002. Patricia A. Robinson 45 Beechwood Drive Fairfield, PA 17320 LAST WILL AND TESTAMENT OF JAMES EDWARD HONEYCUTT 21-2002-342 I, JAMES EDWARD HONEYCUTT, being of sound and disposing mind, memory and understanding, and mindful of the uncertainty of life, do hereby make, declare and publish this to be my Last Will and Testament, hereby revoking any and all Wills and Codicils heretofore made by me. FI RST I direct that my Executrix and Personal Representative or successor Executors and Personal Representatives hereinafter named, pay all my just debts and funeral expenses from my estate as soon as may be found convenient; the amount of the funeral expenses to be in the sole judgment and discretion of the Executrix and Personal Representative or successor Executors and Personal Representatives, irrespective of any statutory limitations or restrictions. SECOND I hereby give, devise and bequeath all of my estate and property, real, ~ or mixed, of any and every description whatsoever, of which I may die seized or possessed, to which I shall be in any manner entitled at the time of my death, including any property of which I may have power of testamentary appointment, to my wife, VIRGINIA LEE HONEYCUTT, providing she be living at the time of my decease. THI RD If my wife, VIRGINIA LEE HONEYCUTT, predeceases me, or in the event of a common disaster or accident resulting in the simultaneous death of both my wife and myself, I then give, devise and bequeath all my estate and property, real, )ersonal or mixed, of any and every description whatsoever, of which I may die ;eized or possessed, to which I shall be in any manner entitled at the time of my death, including any property of which I may have power of testamentary ANDERSON, OERSI]N appointment, to my children, SHIRLEY E. WILHELM, JAMES G. HONEYCUTT, PATRICIA & RUDD ^TT,,,EY, A,'^w A. ROBINSON, ROBERT C. HONEYCUTT, and EDWARD R. HONEYCUTT, share and share P'UMB£RLAN D, [~ARYLAN D ~9~,E~EsT. alike, "Per Stirpes" and not "Per Capita"; to the end that should any of my sai~ ANDERSON, GERSON & RUDD ATT~RN[YS AT LAW children predecease me, his or her child or children shall inherit the share that he or she would have inherited had he or she survived me. FOURTH I constitute and appoint my wife, VIRGINIA LEE HONEYCUTT, as Executrix and Personal Representative of this my Last Will and Testament, and I direct that no bond or security shall be required of my said Executrix and Personal Representative for the performance of her duties as such, except as provided by 1 aw. If my wife, VIRGINIA LEE HONEYCUTT, should predecease me, or in the event of a common disaster or accident resulting in the simultaneous death of both my wife and myself, I then constitute and appoint my daughter, PATRICIA A. ROBINSON, and my son, JAMES G. HONEYCUTT, as successor Executors and Persona Representatives of this my Last Will and Testament, and I direct that no bond or security shall be required of my said successor Executors and Personal Representatives for the performance of their duties as such, except as provided by law. IN TESTIMONY WHEREOF, I have hereunto subscribed my name and affixed my seal this ~A_ day of May, 1981, in the City of Cumberland, State of Maryland. //dAMkS EDWARD HONEYCUT[~% ) SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testator, JAMES EDWARD HONEYCUTT, as and for his Last Will and Testament in the presence of us, who, at his request, in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses hereto. WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: James E. Honeycutt, also known as James Edward Honeycutt, Deceased Date of Death: Februm3, 2, 2002 No. 21-02-342 To the Register of Wills: I hereby certify that notice of beneficial interest as required by Rule 5.6(a) of the Orphans' Court Rules was served upon or mailed to the following beneficiaries of the above-captioned Estate on April 11, 2002: Shirley E. Wilhelm 312 Acre Drive Carlisle, Pennsylvania 17013 James G. Honeycutt 6509 Springwater Court, #6303 Frederick, Maryland 21701 Robert C. Honeycutt 9238 Oak Tree Circle Frederick, Maryland 21701 Edward R. Honeycutt 1630 Roop Drive Martinsburg, West Virginia 25401 Patricia A. Robinson 45 Beechwood Drive Fairfield, Pennsylvania 17320 WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 Date: Notice has now been given to all persons entitled thereto under Rule 5.6(a). April 11, 2002 Wayne . S~~hade, Esquire 53 West Pomfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Counsel for Personal Representative , '~. ~,~",,/' COMMONWEALTH OF PENNSYLVANIA ,e,~~ DEPARTMENT OF REVENUE ,~'~'~ DEPT. 280601 ~ HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY / - '7 FILE NUMBER 2 1 -0 2 3 4 2 I- Z ILl uJ I- Z Z o 0 0 0 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL Honeycutt, James Edward DATE OF DEATH (MM-DD-Year) IDATE OF BIRTH (MMDD-Year) 02/02/2002 I 07/25/1913 (IF APPLICABLE) SURV V NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 2 1 7- I 0- 1 5 7 8 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [~1. Original Return El4. Limited Estate r-~6. Decedent Died Testate (Attach copy Of W~II) r'--~ 9 Litigation Proceeds Received '-12 Supplemental Return ] 4a. Future Interest Compromise(daeofdealha~r12-12-,2) ---']7 Decedent Maintained a Living Trust (Attach c~w of Trust) Ell0. Spousal Poverty Credit (dale of death beh,,'een 12-31-91 and 1-1-95) El3. Remainder Return (da. of death PnOrto 12-13-82) E~5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes C~]l 1. Election to tax under Sec. 9113(A) (Attach S~ O) NAME Wayne F. Shade7 Esquire FIRM NAME (ffAppicab~e) TELEPHONE NUMBER 717-243-0220 COMPLETE MAILING ADDRESS 53 West Pomfrct Street Carlisle PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Padnership or Sole-Proprietorship (3) 4. Modgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Properly (Schedule F) (6) ] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (t~tal Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 26~535.00 OFFICIAL USE ONLY (8) (11) (12) (13) 26~535.00 47466.83 797708.56 847175.39 -57z640.39 (14) -57~640.39 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. X X X .12 X .15 (15) (16) (17) (18) (19) Decedent's Complete Address: STREET ADDRESS 312 Acre Drive CFfY Carlisle ISTATE PA Izip Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C ) Total Interest/Penalty ( D + E ) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX BUE. A. Enter the interest on the tax due. (1) (2) (3) (4) (5) (5A) (5B) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payab/e to: REGISTER OF WILL~, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ......................................................................... [] [] b. retain the dght to designate who shall use the property transferred or its income; ...................................... [] [] c. retain a reversionary interest;.or .................................................................................................. [] [] d. receive the promise for life of either payments, benefits or care? .......................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer properly within one year of death without receiving adequate consideration? .......................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death2 ............... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation2 .................................................................................................. [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of peflu~, I declare that I have examined this retum, incbding accompanying schedubs and statements, and to the best of my knowledge and belef, it is true, correct and compbte. Declaration of preparer other than the personal repmsantative is based on all information of which preparer has any knowbdge. SIGNATURE OF PEBS~N RE~::~)NSIBI F FOR FILING P~TUJ~xl ADDRESS 312 Acre Drive DATE Carlisle PA 17013 SIGNATURE O~¢F ~ffEPARER OTH~.IJ~REPRESENTATIVE ADDRESS $2~/'¢S~ PODLflTet Street Carlisle DATE PA 17013 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. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a lmnsfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The lax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(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. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Honevcutt. James Edward 21 02 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshi 342 must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Estate of Virginia Lee Honcycutt, inheritance CareFirst, health insurance reimbursements CareFirst, health insurance premimn refund TOTAL (Also enter on line 5, Recapitulation (If more space is needed, insert additional sheets of the same size) VALUE AT DATE Of DEATH 25,313.65 86.69 1,134.66 26z535.00 Orrstown Bank Hanover Street Office 22 South Hanover St Carlisle, PA 17013 (888) 677-7869 Br: 8 OWNERSHIP OF ACCOUNT - PERSONAL PURPOSE [] INDIVIDUAL [] [] JOINT - WITH SURVIVORSHIP (and not as tenants in common) [] JOINT - NO SURVIVORSHIP (as tenants in common) [] TRUST - SEPARATE AGREEMENT: [] REVOCABLE TRUST DESIGNATION AS DEFINED IN THIS AGREEMENT Name and Address of Beneficiaries: OWNERSHIP OF ACCOUNT - BUSINESS PURPOSE [] SOLE PROPRIETORSHIP [] CORPORATION: [] FOR PROFIT [] NOT FOR PROFIT [] PARTNERSHIP BUSINESS: COUNTY & STATE OF ORGANIZATION: AUTHORIZATION DATED: DATE OPENED 12/03/02 INITIAL DEPOSIT $ 25,313.65 [] CASH [] CHECK [] HOME TELEPHONE # BUSINESS PHONE # ( 717 ) DRIVER'S LICENSE # E-MAIL BY DORIS A WIK Transfer 243-0220 EMPLOYER MOTHER'S MALDEN NAME ESTATE Name and address of someone who will always know your location: __ BACKUP WITHHOLDING CERTIFICATIONS TIN: 736-33-7580 [] TAXPAYER I.D. NUMBER - The Taxpayer Identification Number shown above (TIN) is my correct taxpayer identification number. [] BACKUP WITHHOLDING - I am not subject to backup withholding either because I have not been notified that I am subject to backup withholding as a result of a failure to report all interest or dividends, or the Internal Revenue Service has notified me that I am no longer subject to backup withholding. [] EXEMPT RECIPIENTS - I am an exempt recipient under the Internal Revenue Service Regulations. SIGNATURE: I certify under penalties of perjury the statements checked in this section and that I am a U.S. person (including a U.S. resident alien). X (Date) CIF# E023847 I ACCOUNT NUMBER 108210501 HOMETOWN INVESTMENT ACCOUNT ACCOUNT OWNER(S) NAME & ADDRESS ESTATE OF JAMES E HONEYCUTT C/O WAYNE SHADE 53 WEST POMFRET STREET CARLISLE PA 17013 [] NEW TYPE OF [] CHECKING ACCOUNT [] MONEY MARKET [] NOW This is your (check one): [] Permanent [] Temporary [] EXISTING [] SAVINGS [] CERTIFIC~,TE OF DEPOSIT account agreement, Number of signatures required for withdrawal FACSIMILE SIGNATURE(S) ALLOWED? [] YES [] NO Ix ] SIGNATURE(S) - The undersigned agree to the terms stated on every page of this form and acknowledge receipt of a completed copy. The undersigned further authorize the financial institution to verify credit and employment history end/or have a credit reporting agency prepare a credit report on the undersigned, as individuals. The undersigned also acknowledge the receipt of a copy and agree to the terms of the following disclosure(s): [] Deposit Account [] Funds Availability [~: Privacy [] Electronic Funds Transfer [~ Truth in Savings (1): I.D. # (2): IX SHIRLEY E WILHELM D.O.B. (3): I.D. # [~ D.O.B. (4): I.D.# [× D.O.B. I,D. # D.O.B. [] Authorized Signer (Individual Accounts Only) IX I.D.# D.O.B. 992 Bankers Systems, Inc., St. Cloud, MN Form MPSC-LAZ-PA 11/22/2000 (page I of 2) I~-'V-1511EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8, ADMINISTRATIVE COSTS ESTATE OF Honevcutt. James Edward Debts of decedent must be reported on Schedule I. FILE NUMBER 21 02 342 ITEM NUMBER 8. 9. DESCRIPTION FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Shirley F.. Wilhelm Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 312 Acre Drive city Carlisle State PA Year(s) Commission Paid: 2003 Attorney Fees Wayne F. Shade, Esquire Family Exemption: (If decedent's address is rot the same as claimant's, attach explanation) Claimant Zip 17013 Street Address City State Relationship of Claimant to Decedent Probate Fees Register of Wills of Cumberland County, Pennsylvania Accountant's Fees Tax Return Preparer's Fees Cumberland Law Journal, advertise Letters of Administration The Sentinel, advertise Letters of Administration Register of Wills, filing Inheritance Tax return Register of Wills, reserve for filing Account, etc. Zip TOTAL (Also enter on line 9, Recapitulation) $ AMOUNT 2,000.00 2,000.00 88.00 75.00 93.83 10.00 200.00 47466.83 (If more space is needed, insert additional sheets of lhe same size) , REV-1512EX*(1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES,& LIENS ESTATE OF Honevcutt. James Edward Include unreimbursed medical expenses. FILE NUMBER 21 02 34;~ ITEM NUMBER DESCRIPTION AMOUNT 1. Hartzell Eye MDS, uurcimbursed medical expense 120.68 10. 11. 12. United Church of Christ Homes, nursing home expenses Belvedere Medical Corporation, unreimbursed medical expense Darlene L. Moycr, 2002 per capita lax PharMerica, unreimbursed pharmaceuticals Symphony Mobilex, unreimbursed ]nedical expense Sedlack Surgery, unreimbursed medical expense West Shorn EMS, unreimbursed ambulance service Carlisle Imaging Associates, medical expense Central Penn Medical Group, medical expense Ronald F. Bevilacqua, D.P.M., unreimbursed medical expense Department of Public Welfare, medical assistance reimbursement TOTAL (Also enter on line 10, Recapitulation) $ 4,811.92 12.86 9.90 609.49 33.54 106.45 444.25 27.11 28.02 4.08 73,500.26 79z~708.56 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + CONIVlON~VEALTH OFPENNSYLVAN~ INHERITANCE TAXRETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Honevcu t. James Edw{trd NUMBER 1. 2. 3. 4. 5. I1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Shirley E. Wilhelm 312 Acre Drive Carlisle, PA 17013 James G. Honeycutt 6509 Springwater Court, #6303 Frederick, MD 21701 Robert G. Honeycutt 9238 Oak Tree Circle Frederick, MD 21702 Edward R. Honeycutt 1630 Roop Drive Martinsburg, WV 25401 Patricia A. Robinson 45 Beechwood Drive Fairfield, PA 17320 FILE NUMBER 21 02 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Son Son Son Daughter 342 AMOUNT OR SHARE OF ESTATE 20% 2O% 20% 2O% 2O% TOTAL OF PART H - ENTER TOTAL NONITAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET ANDERSON, GERSON & RUDD ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF JAMES EDWARD HONEYCUTT I, JAMES EDWARD HONEYCUTT, being of sound and disposing mind, memory and understanding, and mindful of the uncertainty of life, do hereby make, declare and publish this to be my Last Will and Testament, hereby revoking any and all Wf77s and CodiciTs heretofore made by me. FI RST I direct that my Executrix and Personal Representative or successor Executors and Personal Representatives hereinafter named, pay all my just debts and funeral expenses from my estate as soon as may be found convenient; the amount of the funeral expenses to be in the sole judgment and discretion of the Executrix and Personal Representative or successor Executors and Personal Representatives, irrespective of any statutory limitations or restrictions. SECOND I hereby give, devise and bequeath all of my estate and property, real, 3ersonal or mixed, of any and every description whatsoever, of which I may die seized or possessed, to which I shall be in any manner entitled at the time of my death, including any property of which I may have power of testamentary appointment, to my wife, VIRGINIA LEE HONEYCUTT, providing she be living at the time of my decease. THIRD If my wife, VIRGINIA LEE HONEYCUTT, predeceases me, or.in the event of'a common disaster or accident resulting in the simultaneous death of both my wife and myself, I then give, devise and bequeath all my estate and property, real, )ersonal or mixed, of any and every description whatsoever, of which I may die ~eized or possessed, to which [ shall be in any manner entitled at the time of my death, including any property of which I may have power of testamentary appointment, to my children, SHIRLEY E. WILHELM, JAMES G. HONEYCUTT, PATRICIA A. ROBINSON, ROBERT C. HONEYCUTT, and EDWARD R. HONEYCUTT, share and share alike, "Per Stirpes" and not "Per Capita"; to the end that should any of my sai< ANDERSON, GERSON & RUOO ATT~RRBYS AT LAW CUMBERLAND, MARYLAND children predecease me, his or her child or children shall inherit the share that he or she would have inherited had he or she survived me. FOURTH I constitute and appoint my wife, VIRGINIA LEE HONEYCUTT, as Executrix and PerSonal Representative of this my Last Will and Testament, and I direct that no bond or security shall be required of my said Executrix and Personal Representative for the performance of her duties as such, except as provided 'by 7aw. If my wife, VIRGINIA LEE HONEYCUTT, should predecease me, or in the event of a common disaster or accident resulting in the simultaneous death of both my wife and myself, I then constitute and appoint my daughter, PATRICIA A. ROBINSON, and my son, JAMES G. HONEYCUTT, as successor Executors and Personal Representatives of this my Last Will and Testament, and I direct that no bond or security shall be required of my said successor Executors and Personal Representatives for the performance of their duties as such, except as provided by law. IN TESTIMONY WHEREOF, I have hereunto subscribed my name and affixed my seal this /.~/~- day of May, 1981, in the City of Cumberland, State of Maryland. 'RD HONEYCUT~]~7 ) SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testator, JAMES EDWARD HONEYCUTT, as and for his Last Will and Testament in the presence of us, who, at his request, in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses hereto. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DTVTSZON DEPT. 180601 HARRISBURG, PA 1711&-0601 WAYNE F SHADE ESQ 55 W POHFRET ST CARLISLE PA 17015 COMHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX RE¥-1;47 EX AFP (01-;3) DATE ESTATE OF DATE OF DEATH FZLE NUMBER COUNTY ACN 01-28-2005 HONEYCUTT 02-02-2002 21 02-0542 CUMBERLAND 101 Aeoun'l: JANES E HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAHD CO COURT HOUSE CARLISLE, PA I7015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HONEYCUTT JAMES E FZLE NO. 21 02-0542 ACN 101 DATE 01-28-2005 TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~nership Zn~eres~ (Schedule C) ($) 4. Hor~gages/No~as Receivable (Schedule D) (4) S. Cash/Bank Dapos/~s/Nisc. Personal Proper~y (Schedule E) ($) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/H/sc. Expenses (Schedule H) (9) 10. Deb~s/Hor~gage L/ab/1/~/es/L/ans (Schedule Z) (10) 11. To,al Deduc~/ons 12. Ne~ Value of Tax Re~urn 26z555.00 O0 00 NOTE: To /nsure proper O0 credi~ ~o your account, O0 sube/~ ~he upper O0 of ~h/s fore w/~h your ~ax payment. O0 (8) 4,466.85 15. lq. NOTE: ASSESSMENT OF TAX: 15. Aeoun~ of L/ne 1~ a~ Spousal ra~e 16. Amoun~ of L/ne 14 ~axable a~ L/naal/Class A ra~e 17. A.oun~ of Line 14 e~ Sibl/ng ra~a 18. Amoun~ of Line lq ~axable a~ Collateral/Class B ra~e 19. Principal Tax Due TAX CREDZTS: PAYHENT RECEZPT DISCOUNT (+) DATE NUHBER ~NTEREST/PEN PA~D (-) 26,555.00 79~708.56 (11) (la) 57,640.59- Char/~able/Governeen~al Bequests; Non-elected 9115 Trusts (Schedule J) (1:5) .00 Ne~: Velum of Es~a~e Subjac~ ~o Tax (14) 57,640.59- If an assessment ~as issued previously, 11nas lq, 15 and/or :16, 17, 18 and 19 ~ill reflect figures that include the total of ALL returns assessed to date. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDZT/ONAL INTEREST. (1si .00 x O0 = .00 (16) .00 X Oq5 = .00 (17) .00 x 12 = . O0 (18) .00 x 15 = .00 (19)= . O0 AHOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUEI . O0 INTEREST AND PEN. . O0 TOTAL DUE . O0 ( IF TOTAL DUE ~[S LESS THAN $1, NO PAYMENT ~S REQUIRED. IF TOTAL DUE IS REFLECTED AS A 'CRED];T' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORM FOR INSTRUCT/OHS.) WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 IN RE: ESTATE OF : JAMES E. HONEYCUTT, a/k/a : JAMES EDWARD HONEYCUTT : Deceased, Late of the : Borough of Carlisle, : Cumberland County, Pennsylvania : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-02-342 FIRST AND FINAL ACCOUNT OF SHIRLEY E. WILHELM, ADMINISTRATRIX C.T.A. Date of Death: February 2, 2002 Letters Testamentary Granted: April 3, 2002 First Complete Advertisement of Grant of Letters: April 26, 2002 Account Stated to February 3, 2003 PRINCIPAL RECEIPTS 4/ 3/02 4/ 3/02 4/ 3/02 4/ 3/02 4/ 3/02 5/ 8/02 8/13/02 12/ 2/02 12/ 3/02 CareFirst, health ~nsurance reimbursement CareFirst, health ~nsurance reimbursement CareFirst, health Insurance reimbursement CareFirst, health Insurance reimbursement CareFirst, health ~nsurance reimbursement CareFirst, health ~nsurance premium refund CareFirst, health ~nsurance reimbursement Estate of Virginia Lee Honeycutt, inheritance Estate of Virginia Lee Honeycutt, inheritance TOTAL PRINCIPAL RECEIPTS $4.00 1.91 6.43 7.82 64.78 1,134.66 1.75 !,832.30 25,313.65 $28,367.30 WAYNE F. SHADE Attorney at Law 53 West Pomffet Street Carlisle, Pennsylvania 17013 4/ 2/02 4/ 5/O2 4/17/02 4/17/02 4/17/02 4/17/02 4/25/02 4/29/02 7/23/02 7/23/02 8/22/02 10/24/02 11 / 18/02 12/ 2/02 12/ 3/02 2/ 3/03 2/ 3/03 2/ 3/03 2/ 3/03 PRINCIPAL DISBURSEMENTS Register of Wills, probate fees Cumberland Law Journal, advertise Letters of Administration Hartzell Eye MDS, medical expense United Church of Christ Homes, nursing home expense Belvedere Medical Corporation, medical expense Darlene L. Moyer, 2002 per capita tax PharMerica, pharmaceuticals The Sentinel, advertise Letters of Administration Sedlack Surgery, medical expenses Symphony Mobilex, medical expenses West Shore EMS, ambulance service Ronald F. Bevilacqua, D.P.M., medical expenses Carlisle Imaging Associates, medical expenses Central Penn Medical Group, medical expenses Register of Wills, filing insolvent Inheritance Tax return Belvedere Medical Corporation, medical expenses Shirley E. Wilhelm, personal representative commission Wayne F. Shade, attorney fees Register of Wills, reserve for filing Account, etc. TOTAL PRINCIPAL DISBURSEMENTS -2- $88.00 75.00 120.68 4,811.92 12.86 9.90 609.49 93.83 106.45 33.54 444.25 4.08 27.11 28.02 10.00 5.82 2,000.00 2,000.00 200.00 $10,680.95 WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 4/ 3/02 4/17/02 12/31/02 ADVANCES FOR ADMINISTRATION Estate of Virginia Lee Honeycutt Estate of Virginia Lee Honeycutt TOTAL DISTRIBUTIONS INCOME RECEIPTS Orrstown Bank, interest TOTAL INCOME RECEIPTS INCOME DISBURSEMENTS -3- $500.00 6~100.00 $6,600.00 $20.11 $20.11 None WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 RECAPITULATION PRINCIPAL Receipts Plus Advances for Administration Less Disbursements $28,367.30 6,600.00 10.680.95 Principal Balance Remaining INCOME Receipts Less Disbursements $20.11 0.00 Income Balance Remaining COMBINED BALANCE REMAINING -4- $24,286.35 20.11 $24,306.46 WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 I, Shirley E. Wilhelm, Administratrix c.t.a, of the Estate of James E. Honeycutt, also known as James Edward Honeycutt, Deceased, hereby declare under penalty of perjury that I have fully and faithfully discharged the duties of my 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 my knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Date: February 3, 2003 ilhelm WAYNE F. SHADE Attorney at Law 53 West Pornfret Street Carlisle, Pennsylvania 17013 IN RE: ESTATE OF : JAMES E. HONEYCUTT, a/k/a : JAMES EDWARD HONEYCUTT : Deceased, Late of the : Borough of Carlisle, : Cumberland County, Pennsylvania : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-02-342 STATEMENT OF PROPOSED DISTRIBUTION The Administratrix c.t.a, proposes to distribute the entire balance of the Estate for distribution in the amount of $24,306.46 to the Commonwealth of Pennsylvania, Department of Public Welfare, Bureau of Financial Operations, Estate Recovery Program in partial reimbursement for medical assistance. I, Shirley E. Wilhelm, Administratrix c.t.a, of the Estate of James E. Honeycutt, a/k/a James Edward Honeycutt, Deceased, hereby declare under penalty of perjury that the foregoing Statement of Proposed Distribution is true and correct to the best of my knowledge, information and belief. Date: February 3, 2003 STATUS REPORT UNDER RULE 6.12 Name of Decedent: James E. Honeycutt, a/k/a James Edward Honeycutt Date of Death: February 2, 2002 Social Security No.: 217-10-1578 File No.: 21-02-342 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned Estate: 1. State whether administration of the Estate is complete: Yes X No o If the answer is No, state when the personal representative reasonably believes that the administration will be complete: o If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes X No Date:. June ~,2003 (b) The separate Orphans' Court No. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes X No__ (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Wayn4eF. Shade, Esquire Supreme Court No. 15712 53 West Pomfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Counsel for personal representative WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 IN RE: ESTATE OF : JAMES E. HONEYCUTT, a/k/a : JAMES EDWARD HONEYCUTT : Deceased, Late of the : Borough of Carlisle, : Cumberland County, Pennsylvania : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-02-342 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That I, ROBERT E. LESTER, being an authorized representative of the Commonwealth of Pennsylvania, Department of Public Welfare, Bureau of Financial Operations, Estate Recovery Program, do hereby acknowledge that I have this date had and received of and from Shirley E. Wilhelm, Executrix of the Estate of James E. Honeycutt, also known as James Edward Honeycutt, Deceased, the sum of $24,479.15 in partial reimbursement for medical assistance, which partial reimbursement's, being the entire Estate, is in full satisfaction of the obligations of the Estate to the Commonwealth of Pennsylvania. NOW, THEREFORE, the Commonwealth of Pennsylvania does hereby remise, release, quitclaim and forever discharge the said Shirley E. Wilhelm, Executrix of said Estate, her heirs, executors, administrators and assigns, of and from all claims for medical assistance reimbursement or otherwise and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this J 4 day of May, 2003. WITNESS: COMMONWEALTH OF PENNSYLVANIA I verify that the statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. §4904, relating to unsworn falsification to authorities. Date: May ,20033 Robert E. Lester DEp.~_~ OF P~LiC ~U OF ~CL~ OP~.TIONS TPL ~CTI~ - C~ ~T PO BOX 8486 P~SB~G, PA 17105. Commonwealth of Permsylvania County of Dauphin ) ):SS ) On this the /~J day of ~/ , 2003, before me a notary public, the undersigned office;,-personally appeared ,/./~b'A.~f/t/_~ _/_/~-~// , authorized representative for the Department of Public Welfare, CommonWealth of~.Pennsylyania, knoTM to toe'(or Satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that ~- executed the same in the capacit~ therein stated and for the purposed therein contained. In w/mess whereof, I.hereunto set my hand and official seals. J NiCOLE t. EARLY, Notary Public Notary [ ! Harrisburg, Dauphin County, PA '. LMy Commission .Expires &qY 29, 2006J seal