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Home My WebLink About02-0481 PETITION FOR PROBATE and GRANT OF LETTERS f Estate of SUZANNE ,!:,\SSONI: BARTLETT No. ~-O~."VI also known as s'"a.._""e- rASat:lN'&: To: Mary Lewis 1.!l....""T'(,.~ Register of Wills for the , Deceased. County of Cumberland in the Social Security No. 065-58-8951 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older and the Alternate Personal Representative named in the last will of the above decedent, dated October 21, 1998. See Renunciation dated May 10, 2002. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 206A Marshall Road, Carlisle Barracks, Carlisle, Cumberland County, Pennsylvania. Decedent, then 39 years of age, died March 19,2002 at Letor! Spring Run at Marshall Road, Carlisle Q1H.. Barracks, Carlisle, Cumberland County, Pennsylvania. #' A-nI- .M I () 1> I-C-n,.) ~"""A Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: $1,000.00 (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant ofletters Testamentary thereon. ~~v.. A. C~ Kristina A. Tassone 1091 Edgewood Avenue Rochester, NY 14618 OATH OF PERSONAL REPRESENTATIVE COMlVIONWEAL TH OF PENNSYLVANIA ) : SS COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent petitioner will well and truly administer the estate according to law. Sworn to or affirmed and subscribed l~~c... A. t::(~ before me this 16th day of Kristina A. Tassone Ma .40~ lM.uJ egister ~ . /7~(pq- (; NO. _ 2k2002-481 Suzanne 'T. Bartlett A/K/ASuzanne Tassone Bartlett, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW May 16th , 2002, in consideration ofthe petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated October 21, 1998 described therein be admitted to probate and filed of record as the last will of Suzanne Tassone Bartlett; and Letters Testamentary are hereby granted to Kristina A. Tassone. C. ~/l4<- ~fJ~ ills MARY C. . LEWIS FEES M'h~?7~ Probate, Letters, Etc. ........... $ 25.00 Short Certificate(s) ...8......... $ 24.00 IC ae . an, sqwre Renunciation .X.................. $ 5.00 Attorney LD. No. 57976 x-Pages (7) $ 21.00 19 Brookwood Avenue, Suite 106 JCP TOTAL $ 5.00 Carlisle,PA 17103-9142 80.00 Filed. .MilY.. .:I-!i:t;h,... ~QQ~.............................. (717) 249-5373 F.\Us<"T FolderlFirm DocsIEsWles\2717-lpelition1enerswpd -- -' -^-,- ~ .J , LEYrERS WILL BE PICK UP ON 5/16/02 AT 3.00 P.M. . .~---- --.-" _..._--"._----_._-~ - -",--,'"'-, AFFIDAVIT 21-2002-481 RENUNCIATION OF EXECUTORSHIP For the Estate of Suzanne Tassone Bartlett I, DAVID PAUL BARTLETT JR., do hereby declare my renunciation as the primary Executor/Personal Representative of the estate of my late wife, Suzanne Tassone Bartlett. Said renunciation is due to my wlavailability to perform the fiduciary functions of a Personal Representative/Executor as requested by Suzanne Tassone Bartlett in her Last Will and Testament dated and executed on October 21,1998, Accordingly, I pose no objection to and concur in the appointment of KRISTINA A. TASSONE, the stated Alternate Personal Representative, to perform the duties of Personal Representative/Executrix for the estate of Suzanne Tassone Bartlett. 92~?a~ DAVID P. BARTLETT, JR. ' COMMOWEALTH OF VIRGINIA COUNTY OF PRINCE WILLIAM Sworn and Subscribed before me this I~" day of May 2002, by David P. Bartlett, Jr., who declared this to be his act and deed for the purposes stated therein. =;r;L< ~ Notary Public <i) STEVEN CHUCALA Notary Public - Commonwealth of Virginia My Commission Exps. March 31,2003 :' /".. '.' .".... " , ,. ,;1/-0/2 -L/f/ LAST WILL AND TESTAMENT OF SUZANNE TASSONE BARTLETT I, SUZANNE TASSONE BARTLEIT, Social Security Number 065-58-8951, of the State of New Hampshire, declare that my Husband is a member ofthe United States Armed Forces and that I am currently living at U.S. Army Engineer District, Huntington, West Virginia pursuant to my Husband's Military Orders. I declare that this is my LAST WILL AND TEST AMENT and I revoke all other wills and codicils previously made by me. I. I appoint my husband, DAVID PAUL BARTLETT, Jr., as my Personal Representative concerning this Will. Ifmy husband is unable or fails to serve, I then appoint KRISTINA A. TASSONE of New York, New York to serve as my Personal Representative. A. I request that my Personal Representative be permitted to serve without bond or surety thereon and without the intervention of any court, except as required by law. I direct that my Personal Representative act in unsupervised administration so as to administer my estate with a minimum of court supervision. If it becomes necessary to have ancillary administration of my estate in any jurisdiction where my Personal Representative is unable or does not desire to qualify as ancillary legal representative, I appoint as such ancillary legal representative such individual or corporation as my Personal Representative shall designate, in writing. B. I direct my Personal Representative to pay the expenses of my last illness, the expenses of a funeral appropriate to my station in life and custom ofliving (including a suitable monument or marker for my grave), and written charitable pledges which I have made. I grant my Personal Representative the power to extend or renew any debt for such time as my Personal Representative shall deem appropriate. C. All estate, inheritance, succession and other death taxes with respect to all property passing under this my Will shall be paid from and borne by the principal of my residuary estate, without regard to reimbursement, as if such taxes were administration expenses. My Personal Representative may pay such taxes at any time deemed advisable, whether or not then due and payable. Last Will and Testament of SUZANNE BARTLETT @ J-;->f~Lo..u. J tad-i..ctt 1i 'flU ' , 1'dLu D. My Personal Representative is requested to settle my estate as soon after my death as may be practicable, and to payor deliver every legacy or bequest to my beneficiaries without waiting any time that may be believed to be customary in probate matters. E. I may leave a letter ofintent with the executed copy of this Will for the purpose of giving guidance to my Personal Representative concerning the distribution or sale of certain items of my property. I request, but do not require, that my Personal Representative honor my wishes therein expressed. II. I give, devise and bequeath, absolutely and forever, all of my estate and property of which I may be seized or possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, to my Husband, DAVID PAUL BARTLETT, Jr., as his sole and absolute properly if he shall survive me, ill, In the event that my spouse shall not survive me, I give, devise and bequeath, absolutely and forever, all of my estate and property of which I may be seized or possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, as follows: A. I give all of the tangible personal property owned by me at the time of my death (except cash), including, without limitation, personal effects, household goods, clothing, jewelry, furniture, furnishings, automobiles and other vehicles, together with all insurance policies relating thereto, to my daughter, CAROLINE ELIZABETH BARTLETT, my son, JOHN DAVID BARTLETT, my daughter, ANNE ELIZABETH BARTLETT and to any child or children that have been or may be born to or adopted by me, in shares of substantially equal value to be divided as they may agree. 1. If any of my children sha11 not survive me, then the share of that deceased child shall go to the descendants of that child, who are to take per stirpes and not per capita, If any of my children shall not survive me and shall not be survived by any descendants, then the share of that deceased child shall be distributed to my surviving children and the descendants of any of my other children who fail to survive me, in the manner set forth above, 2. If they are unable to agree, the division among my children and the descendants of any of my children who fail to survive me shall be made by my Personal Representative, in that person's sole and absolute discretion. I empower my Personal Representative to sell any or all of such property, if such properly is not distributed in kind hereunder, and to distribute the proceeds among my said children in substantially equal shares. Any detennination of my Personal Representative as to what should pass or be sold under this paragraph and to whom it should pass or be delivered or at what price it should be sold shall be conclusive. Last Will and Testament of SUZANNE BARTLEIT (~r Pagq .Jp-:tf'- k.J! J ..fa {Herl ~ i 'I ~ B, I give, devise and bequeath all of the rest and residue of my estate as follows: 1, I direct that all of such rest and residue be divided into as many equal shares and distributed, subject to the provisions of subparagraph 2, below, in order to provide one share for each of my children surviving at my death, and one share for each of my children who has predeceased me leaving issue surviving at my death, such issue to take per stirpes, 2. If any beneficiary in subparagraph 1, above, is under the age of24 (TWENTY-FOUR) years (hereinafter referred to as the "age of distribution"), then I giye the share of that beneficiary to my Trustee, hereinafter named, IN TRUST, to hold and manage for such beneficiary in accordance with the provisions of the next paragraph of this document. The share of any beneficiary who has reached the age of distribution shall be distributed to that beneficiary. IV. I nominate and appoint KRISTINA A. TASSONE as my Trustee. If my Trustee shall fail to survive me or for any reason refuse or be unable to serve or to continue serving as my Trustee, then I nominate and appoint MARYN, BARTLETT as my Trustee. I request that my Trustee be permitted to serve without bond or surety thereon and without the intervention of any court, except as required by law, My Trustee shall hold the property to be administered under this Paragraph for the following uses and purposes: A. Each share set apart in trust for a beneficiary in the preceding Paragraph shall be held by my Trustee as a separate and distinct trust, to manage, invest, and reinvest the principal and collect and accumulate the income for the beneficiary. B. My Trustee, in my Trustee's discretion, is authorized at any time or from time to time, to pay over to or expend on behalf of the income beneficiary all or any part of the principal of such trust for that beneficiary's care, support, maintenance and general welfare, in keeping with the standard of living that has been enjoyed by such beneficiary, or for that beneficiary's education, or in the event of accident, extended illness or other emergency, or to assist such beneficiary to go into a business or profession. C. When and as each such beneficiary reaches the age of distribution, I direct my said Trustee to pay over to such beneficiary the balance of the principal and any accumulated income of that beneficiary's part and be discharged from said trusteeship pertaining to such beneficiary. D. In the event that the beneficiary should fail to attain the age of distribution, the property being held for the beneficiary shall be paid over and distributed to the beneficiary's heirs pursuant to statutes of descent and distribution in effect at the time of the beneficiary's death in the beneficiary's state of domicile. Provided, however, that: Last Will and Testament of SUZANNE BARlLETT GIll )~<<-'-..(1 ' !;l{l.,dttf' Page 3 ~ fiL / \ ,.1'-,' 1. should any such heir be the beneficiary of a trust created herein, and still in effect, the share of such beneficiary shall be added to such trust and be held, managed, and distributed as a part thereof, and 2. should any other heir be under the age of twenty-one, such beneficiary's share shall vest absolutely and indefeasibly in the beneficiary but it may be retained in trust by my Trustee, and used on behalf of the beneficiary in accordance with the instructions contained in subparagraph b., above, until the beneficiary reaches the age of twenty-one. E. No beneficiary of any trust created under this Will shall have the power to anticipate, alienate, or encumber either the income or principal thereof. No disposition, charge or encumbrance of such income or principal by way of anticipation shall be of any legal effect or be recognized by my Trustee. No such income or principal or any part thereof shall in any way be subjected to any legal or equitable claim of any creditors of any of my legatees. F, If, in the opinion of my Trustee, any trust created hereby shall at any time be of a size which, in the discretion of my Trustee, shall make it inadvisable or uneconomic or unnecessary to continue such trust, then anything contained in this Will to the contrary notwithstanding, my said Trustee, may pay over and distribute the entire principal of such trust to the beneficiary outright and free of trust. G. Anything in the Will to the contrary notwithstanding, no trust herein created or herein authorized (by power of appointment or otherwise) shall continue beyond twenty- one (21) years after the death of the last to die of those beneficiaries, contingent or otherwise, who were living or conceived at the time of my death. Any trusts still in effect at the expiration of such maximum period shall then tenninate and the trust assets shall be distributed, outright, to the person or persons for whom such trust was continued, V. Ifthere is a complete failure of takers under the preceding paragraphs, the property undisposed of shall go to my heirs determined at the time of my death, pursuant to the Statutes of Descent and Distribution in effect, in the state of my domicile, at the time of my death. VI. If any beneficiary to any share of my estate which is not subject to the provisions of any trust which may be created by this will is at the time of distribution of his or her share, a minor under the laws of his or her domicile, I direct that the minor's share be converted into qualifying property and delivered to the Minor's Guardian as Custodian for the minor under the Uniform Gifts to Minors Act or the Uniform Transfers to Minors Act as may then be in effect in either the state in which the beneficiary or the Custodian resides, or any other state of competent jurisdiction. A. The Uniform Gifts to Minors Act or The Uniform Transfers to Minors Act, as may then be in effect in the state concerned, is hereby incorporated by reference. The Last Will and Testament of SUZANNE BARTI.ETI @ )A,l.j'xfI\N.1 Page 4 //1 j wJ .htu...fu:tt tJ!iL . . (jI1; property affected by the Act shall be managed, held, and distributed in accordance with the provisions of the Act. B, The financial custodian will serve without bond or surety and without intervention of any court, except as required by law. C. The receipt by the Custodian, for the minor, of any principal or income transferred pursuant to this paragraph shall be a full acquittance and discharge of my Personal Representative or Trustee, as applicable, from liability with respect to such transfer and from further accountability for the principal or income so transferred. vn, Except as otherwise provided in this Will, I have intentionally failed to provide for any other relatives or other persons, whether claiming to be an heir of mine or not. Insofar as I have failed to provide in this Will for any of my issue now living or later born or adopted, such failure is intentional and not occasioned by accident or mistake. VITI. Any beneficiary who fails to survive until One Hundred and Twenty (120) hours after my death shall be deemed to have predeceased me, and the gift to that beneficiary shall be disposed of accordingly. IX. Definitions: A. The term "descendants" as used in this Will means the immediate and remote lawful, lineal descendants by blood or adoption of the person referred to who are in being at the time they must be ascertained in order to give effect to the reference to them. B. The term "children" as used in this Will includes adopted and afterborn persons. The term "children" as used in this Will shall not include step-children, the natural born or adopted children of a person's spouse who are not the natural born or adopted children of the person. A relationship by or through legal adoption shall be treated the same as a relationship by or through blood for purpose of succession to property under this Will. C. The term "per stirpes" as used in this Will means that whenever a distribution is to be made to the descendants of any person, the property to be distributed shall be divided into as many shares as there are (1) living children of the person, and (2) deceased children, who left descendants who are then living, of the person. Each living child (if any) shall take one share and the share of each deceased child shall be divided among his then living descendants in the same manner. D. The term "Personal Representative" as used in this Will shall have the same meaning as Executor, Executrix, Independent Executor, or any other title of like import which is used to describe such a fiduciary. Last Will and Testament of SUZANNE BAR1LEIT Ql: iry qy.J J '~;vL-f u. if Page 5 'I r/!:J ,qJ!J.) X. In the event that I shall die leaving a minor child or children surviving me, and my husband, DAVID PAUL BARTLETT, ]r" shall not survive me, then I hereby appoint KRISTINA A. TASSONE as Guardian of each minor child of mine, during his or her minority. The Guardian shall serve without bond or surety and without the intervention of any court or courts, except as required by law, XI, In addition to any powers granted by the laws of the jurisdiction in which this Will is probated, I hereby authorize and empower the fiduciaries named in this Will, to the extent of the discretion herein granted, to sell, exchange, convey, transfer, assign, mortgage, pledge, lease or rent the whole or any part of my real or personal estate, to invest, reinvest, or retain investments of my estate, to perform all acts and to execute all documents which my fiduciaries may deem necessary or proper in regard to my property. If any of my fiduciaries elect to receive compensation for services, such compensation will be that allowed by law. XII. If any part of this Will shall be invalid, illegal, or inoperative for any reason, it is my intention that the remaining parts, so far as possible and reasonable, shall be effective and fully operative. My Personal Representatiye may seek and obtain court instructions for the purpose of carrying out as nearly as may be possible the intention of this Will as shown by the terms hereof, including any terms held invalid, illegal, or inoperative. This document was prepared under the authority of Title 10, U.S. Code, Section 1044, and implementing military regulations and instructions, by Norman R. Spero, District Counsel, U. S, Army Engineer District, Huntington, West Virginia, who is licensed to practice law in Kansas and Nebraska. IN WITNESS WHEREOF, I have at Huntington, West Virginia, on October 21, 1998, set my hand and seal to this my LAST WILL AND TESTAMENT, consisting of8 typewritten pages, each page bearing my handwritten signature. 11 i-()i).. o~~j - btVt NfL-if (SEAL) / SUZANNE TASSONE BARTLETT The foregoing instrument was, at Huntington, West Virginia, on October 21, 1998, signed, sealed, published and declared by SUZANNE TASSONE BARTLETT, the testator, to be her LAST WILL AND TESTAMENT in the presence of all of us at one time, and at the same time we, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses, and we do so Last Will and Testament of SUZANNE BARTLETI (& p~"L'LA.< J 1~{i{1'1..0 tr M Jlr;) /JJ..,.J '. . verily believe that the said testator is of sound and disposing mind and memory at the date hereof. a 'tJ)12'" r ~. I7cUI.01 7hJ..i..r1...; ~rt: ~ \Jlll1t ~ i if' C V (]' Last WilJ and Testament of SUZANNE BARTLEIT Glb J ~LAJ. ,J DaA fU-q- ~ " l/t M,," ) -- . . . The foregoing instrument was at the date hereof, by SUZANNE TASSONE BARTLET!', the testator, signed as and declared to be her Will, in the presence of us, who at her request and in her presence and in the presence of each other, have subscribed our names as witnesses thereto, Each of us observed the signing of this Will by her and by each other subscribing witness and knows that each signature is the true signature of the person whose name was signed, Each of us is now more than eighteen years of age and a competent witness and resides at the address set forth after his or her name. We are acquainted with SUZANNE TASSONE BARTLETI'. At this time, she is over the age of eighteen years, and to the best of our knowledge is of sound mind and is not acting under duress, menace, fraud, misrepresentation or undue influence. We declare under penalty ofpetjmy that the foregoing is !rue and correct. Executed on October 21, 1998 Executed at 0..J I Coo "{~, t-L."io'''j--bl'' [J.fL,>t v.'r~:/n;'~ r1r&$~ ,611111~~LltAY I/Ml1,,1i~ Soe.See.No.dJ9'-J'J"S;'?',> Soe.See.No. ?1yV-.v}cf'irSoc.See.No.;!39'-S() 1,:;, '0 1 " of Li1t.J~>./j{/~/ of ,jtU\~A(I:~ II ~ ~vJ of ~Jl..u~,L.I;;". /chI , / ) (j STATE OF WEST VIRGINIA COUNTY OF Cabell Subscribed, sworn to and acknowledged before me by SUZANNE TASSONE BARTLETT, the testator, and subscribed and sworn to before me by Ilyr.!a ;J/tt/e /k?n, ~ (,U(ClS ,and 111;;'/7/(1;; /'Jt:LLS , the witnesses, on October 21, 1998. ~ OFFlCtM. SEAl II'ct;' ') '5",;-t:1... NOTARY PUBLI~OT Y PUBLIC My Commission Expires: II - .' C' - 20<)'/ STAn: Of WEST VlAGI ALICE J. SMITH 502 E1Qht St. HUNT1NGTON, WV 25701-2010 My eomml,&ion ExpIres NOY. 20, 2004 Last Will and Testament of SUZANNE BARTLETI' ~ J Ail- Page 8 I -4JL; J.t U. "A-"-"--' ,DCl...1 fu, B I J t FIUser FQlder\Firm Docs\Estates\1717- t<:ertific3.lion,llo\ic.ewpd CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: SUZANNE T. BARTLETT Date of Death: March 19,2002 Will No. 21-02-0481 To the Register: I certify that notice of beneficial interest required by Rule 5 .6( a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 19, 2002: Name Address Caroline Elizabeth Bartlett c/o Vanessa Tassone, 1091 Edgewood A venue, Rochester, NY 14618 John David Bartlett c/o Vanessa Tassone, 1091 Edgewood A venue, Rochester, NY 14618 Anne Elizabeth Bartlett c/o Vanessa Tassone, 1091 Edgewood A venue, Rochester, NY 14618 David Paul Bartlett, Jf. c/o Steven Chucula, Esquire, U.S. ArrnyGarrison, Fort Belvoir, Office of the Staff Judge Advocate, 9990 Belvoir Drive, Suite 26, Fort Belvoir, VA 22060-6107 Notice has not been giyen to all persons entitled thereto under Rule 5.6(a) except: N/A Date: June 20, 2002 HJ- M' hael J. Hanft, Es uire 19 Brookwood A venue, Suite 106 Carlisle, PA 17013-9142 (717) 249-5373 Capacity: Counsel for personal representative ," ; J uo;J- q 'rl October 16, 2002 Dear Cheryl: I am writing to inform you of a change in address, I believe that the address you have on file is the following: Kristina Tassone 1091 Edgewood Ave. Rochester, NY 14618 585-244-9184 (the area code recently changed from 716) My current address is the following: Kristina Tassone 5699 Merriewood Drive Oakland, CA 94611 510-594-4567 (work) 510-594-0730 (home) If you have any questions, please just let me know, Thank you for your help. Regards, lGh.'t..'h.., ~ T~ Ol----L.> Kristina Tassone c Sot <..M-e. 0 f- '::,\A't- C-\.h"'e. '\. 'S,~""'+\e.i+ E~rC\-~ N'O. ~OD2. -04-51 . v- . ESTATE OF SUZANNE T. BARTLETT, : IN THE COURT OF COMMON PLEAS a/k/a SUZANNE TASSONE BARTLETT,: ORPHANS' COURT DIVISION deceased : CUMBERLAND COUNTY, PENNSYLVANIA NO. 2002-00481 PRAECIPE FOR WITHDRAWAL OF APPEARANCE TO THE REGISTER: With Jered L. Hock, Esquire, and the firm Metzger, Wickersham, Knauss & Erb, P.C" haying entered an appearance on behalf of the Executrix in the above-captioned estate, kindly withdraw my appearance. HANFT & KNIGHT, P.c. By: Mt!e~ PA Court I.D. No. >' H U 19 Brookwood Avenue, Suite 106 Carlisle, PA 17013-9142 (717) 249-5373 Date: December ..1.!:.., 2002 Document If..- 247011.1 ~ . . SINCE 1888 3211 North Front Street December 19, 2002 P.O. Box 5300 Harrisburg, FA 17110,0300 717,238-8187 Fax: 717-234-9478 Other Offices Ms. Mary C. Lewis Colonial Park Mechanicsburg Register of Wills 717,652,7020 717,691-5577 Millcrsburg Shippensburg Cumberland County Courthouse 717-692-5810 717,530,7515 One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Suzanne T. Bartlett No. 2002-00481 Dear Ms. Lewis: Enclosed for filing is Attorney Hanft's Praecipe for Withdrawal. Your office previously received my Entry of Appearance. So that I may be sure this mailing has been received and the fIling completed, please stamp the extra copy of this cover letter with your clock-in stamp and return it to me in the pre-posted envelope provided. Thank you. Very truly yours, METZGER, WICKERSHAM, KNAUSS & ERB, P.c. red L. Hock JLH/amm Enclosures cc: Michael J. Hanft, Esquire (w/enc.) cc: Kristina Tassone (w/enc.) James F. Carl Edward E. Knauss, IV" Jered L. Hock Steven P. Miner Clark DeVere Francis 1. Lafferty, IV David H. Martineau Andrew W. Norfleet Melissa L. Van Eck Document #__ 247396.1 Andrew C. Spears Young-Suh Koo ~ HoardCrrlifirrl incit\il trial law and advocacy hy thfNational Board of Trial Adl'omcy December 18,2002 Register of Wills Cumberland County Courthouse High and Hanover Streets Carlisle, PA 17013 Re: Suzanne T. Bartlett Estate 21-02-0481 Dear Sir or Madame: Please find enclosed the estimated estate tax payment for the Suzanne T. Bartlett estate in the amount of $450.00. If you have any questions, please feel free to contact either me or my attorney, Jered Hock, I have provided our contact information below, Kristina Tassone, executrix 5699 Merriewood Drive Oakland, CA 94611 510-594-4567 (work) 510-594-0730 (home) Jered Hock, attorney 3211 North Front Street P.O, Box 5300 Harrisbu rg, P A 17110-0300 (717) 238-8187 (work) Thank you for your' help in processing this payment. Regards, 'c vt. '>r1\.A.-'--.c.c Tl/vv::o............. Kristina Tassone COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU Of INDIVIDUAL TAXES DEPT,280601 HARRISBURG, PA 17128.0501 PENNSYL VANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 001984 TASSONE KRISTINA A 5699 MERRIEWOOD DRIVE OAKLAND, CA 94611 ACN ASSESSMENT AMOUNT CONTROL NUMBER -----~-- told 'n_______ ___nn_ 101 I $450.00 ESTATE INFORMATION: SSN: 065-58,8951 I FILE NUMBER: 2102-0481 I DECEDENT NAME: BARTLETT SUZANNE T I DATE OF PAYMENT: 12/23/2002 I POSTMARK DATE: 12/18/2002 I COUNTY: CUMBERLAND I DATE OF DEATH: 03/19/2002 , I TOTAL AMOUNT PAID: $450,00 REMARKS: KRISTINA A TASSONE CHECK#1067 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WillS REGISTER OF WILLS . -S rlS ~ 111111111111I111111 EM~~~~~t~~~~~E UN'C,P"'''' 1111111 DEC"i~~~02 [' ,-- ,'r " , I'OSTA~ SEflVICE AMOUNT .L I Ui'l~\, iH...(Jt h ", 0000 17013 $4.42 REQUESTEO _____ ___ 00076954-07 i2- {:' C'J' c, I-e y of l'vl\ \ l S, C\..."v'Y'r'\bev I c\..~ COl~ L{)..\..V\'hOlA.<;..L I-t- C ' f I ~\\ \11\\\\1\1\\ 1\\ ~\II I 1\11 1\1 ~I \ J-' C'\cree\ j-\-cu-ovfv <;tye€ts; ]/../t/ CCw "" e, PA ,,~'" ')-\ U fi1 t 7002 1000 0004 bb12 4085 II,m,lllllnnllun,"IIn,lI11,I,I"II,\",lI -~ , /'?-6 ~-b REV -1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT cJ./ (jQ., COUNlY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Bartlett Suzanne T 065-58-8951 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 03/19/2002 02/14/1963 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Bartlett, Jr. , David p, 002-36-3923 3. Remainder Return CHECK ~ ' """_m ~' "",,-, _m 8 ,,,..._,,~,, "".,. APPRO- 4. Limited Estate 4a. Future Interest Compromise 5 'Federal Estate Tax Return Required ~htof death atter 12-12-82J . PRIA TE 6. Decedent Died Testate 7. cedent Maintained a Living Trust 0 8 Total Number of Safe Deposit Boxes (Attach copy of Will) Attach a copy of Trust) . BLOCKS 9. Litigation Proceeds Received 10. ~pousal Poverty Credit (date of death between D 11. Election to tal( under Sec. 9113{A) 12-31-91 and 1-1-95) (Attach Seh 0) JHI$!1I!QtiQNMl.I$t,jQ~'Wft!OC:ll~l:ic~~~eJi~!!I!l\\l\i'tIAl:i!t~IN~t;tjQ&$HQn@ij!jgp!Ri$ft$)!Qi NAME COMPLETE MAILING ADDRESS COR- Jered L. Hock, Esquire 3211 N, Front St.; PO Box 5300 RE- FIRM NAME (If Applicable) Harrisburg, PA 17110-0300 SPON DENT Metzger Wickersham TELEPHONE NUMBER 717-238-8187 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 22,089 2. Stocks and Bonds (Schedule B) (2) 37,465 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0 4, Mortgages & Notes Receivable (Schedule D) (4) ;'l a; d < -- , 5. Cash, Bank Deposits & Miscellaneous Personal ::l VJ Property (Sched ule E) (5) 34,NO L.- 6. Join~y Owned Property (Schedule F) . ~ ~ D Separate Billing Requested (6) 56 N 0 RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous B TION Non - Probate Property (Schedule G or L) (7) 0 ~ c. , .1' :::' V1 8. Total Gross Assets (total Unes 1-7) (8) 93,940 9. Funeral Expenses & Administrative Costs {Schedule H} (9) 34,890 10. Debts of Decedent, Mortgage LIabilities, & Liens (Schedule I) (10) 2,993 11. Total Deductions (total Unes 9 & 10) (11) 37,883 12, Net Value of Estate (Une 8 minus Une 11) (12) 56,058 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) 0 has not been made (Schedule J) 14, Net Value Subject to Tax (Une 12 minus Une 13) (14) 56,058 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Li~ 14 taxable at the spousal tax rate, or transfers under See. 91 16 (aJ(1.2) o X.O 0 (15) 0 TAX 16. Amount of Li~ 14 taKable atfine-al rate 56,058 X.O 0,045 (16) 2,523 COMPU- 17. Amount of Line 141aKable at siblingrate o X .12 (17) 0 TATION 18. Amount of Line 141aKable at collaleral rate o X .15 (18) 0 19. Tax Due (19) 2,523 20. D !~8el\\$if&0l.l@@;~Ul;'$tiNlt^RIffijNPOfANPVeRIIA~1 .' '" '" ',.,',"'.."...'...i............,................'/......'...........(....(..."''''.BE$l(!~JqAN$.WERALPQL!E$tiQN$.ON~EJlANP.RECMeC!!i~iBi!.{i...,.,i!i........i,.;f.'...g!gi.f.'.(..,.;......'..." o PA15OO1 NTF 29755 Copyright 2000 Greatland/Nelco LP - Form!i Software Only . , Estate of 065-56-695l Executors (Page l) Name Kristina A. Tassone Address 5699 Merriewood Drive Oakland, CA 9461.1- Tax 1D - - . PA REV-l500 EX (6,00) Page 2 Decedent's ComDlete Address: STREET ADDRESS 206A Marshall Road Cumberland CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1, Tax Due (Page 1 Une 19) (1) 2,523 2 Credits/Payments A. Spousal Poverty Credrt 0 B. Prior Payments 450 C. Discount 0 Total Credits (A + B + C) (2) 450 3. Interest/Penalty if applicable D. Interest 52 E, Penalty 0 TotallnteresVPenal1y (D + E) (3) 52 4, If Une 2 is greater than Une 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund (4) 0 5, If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 2,125 A. Enter the interest on the tax due. (SA) 0 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (581 2,125 "',.."."...,.,.,.,.........,.........11/..'..,.,,',,',. "'.'..,..,...........i./),.T.?t.~(~i1fii.fi:C~I:,,~.,Stitl:J;;.~:~ILLS.,AGENT." ".', .1"'.'.,.,..,.,.......,...,......"...,.,. .'.'....,' .......---,-.".. ,..... PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transier and: Yes No a. retain the use or income of the property transferred; ..... . . . . . . . . . . . . . . . . . . . .... ~ ; b, retain the right 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 trans'fer property within one year of death without receiving adequate consideration? .................... .......... .... B ~ 3, Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...... ......,.......-......... .... . . . . . . . . ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of ~erjury, I declare that I have examined this return including accompan~9 schedules and statements, and to the best of rrrj knowledge and be lef, it IS true, correct and complete. Declaration ~ preparer other than e personal representative is based on information of which preparer has any knowledqe. SIGNATURE Of PERSON RESPONSIBLE FOR FILING RETURN DATE \\iY';' T\., n \. " A C [ \. ''')../) :)r-<'- ",)\~CS ADDRESS 5699 Merriewood Drive Oakland SI Of PREPARER OTHE THAN Front street Harrisburg PA 17110 ....-.......-.----.......-...-.........-.-....--......-.........-.---. .......--..---..... ............................:.:...:-:..-:-...............-.-.-.:.:.;.:..-:-:-:<-:-..:-...... ,. .. I :.:.:.:.:.;.,.:-:...:.:.;_:.,_:_:.,.:.:.:.:.:.;.:.:.:.:-:.:.:.:.:.:.:_:_:.,.:.:.:.,.:.:.:.:.:.:.:.:.:.:.:.:.:_:_:_:_:_:.:.:.:.;,;.:.:.:.:.:_,_:.:.:_:.:_:.;.;.:.:.:-:-:.:.:.:.:.:.:.,.:_:_:.:_:.:.:.:.:.:-:.:.:.:.:.:_:_:_:_:_:.:.,_:.;.;.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:_;.,_:_:.:.:.;.:.:.:.:.:.:.:-:.;.;.:_:.:.:_:.>:.;.;.:.;.:.:.:.:.:.:.:.:-:.:-:.:_:.:_:.,_:.:.:_:_:.:_:_:.:.:.:.:.:-:.:.:...:.:.:.:.:.:.,_:.:_:_:.:_:_:.:_:.;.:_:.:.;.:.:...:.:.:_:.:_:.:-:_:_,_:_;-:.;.;.:.:.:...:.:.._:.:.:_:.:.:.:_c-:_:-:.:_:.:.;.:.:....... For dates of death 01'1 Of af\9f Jl,lly 1, 1994 and before January 1, 199'5, lhe IllX rale imposed on the net valul' of transfers to or for the use of the surviving spouse Is 3% I [72P.S.19116(a)(1.1)(I)J. For datI'S 01 death on or after Janl,.l8fY 1, 1995, the talC rate Is Imposed on the net value ot t~ansfl'rs to or for thl' use of the surviving spouse is 0% [72 P.S. 19116 (a}(1.1j(illl_ The statute dOA!t not EtlCAmot a lrar'lsfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filinga tax return are still appUcable eVl'n if the surviving spouse is the only benefic~y. For dales of death on or aHer July 1, 2000: TnI' tall rate imposed on tn" nott value of transfers from a deceased child twenly.or'le years of age or younger at death to or for thl' use of a nalural parei'll, an adoptive parent, or tI. stepparent of the child is 0% [72 P.S.19116(a)(1.2)). Thl' talC rat. imposed on the nel value 01 transfers to or for the use of the decedent's lineal beneficiaries Is 4.5%, except as I'IOled in 72.P.S.1 9116(1.2) [72 P.S.19116(a)(1)J. Thill' talC rate Imposed on the nel value 01 transfers to or for the use of the decedent's siblings Is 12% [72 P.S. 19116(a)(1.3)]. A sibling is defined, under Section 9102, as an Individual who hasa~ least one parent in'.:.ommon with \he de-.:.eden1, whetl'nl'! by blood or adoptIon. o PA 15002 NTF 29756 Copyright 2000 Grealland/Nelco LP - Forms Software Only . ESTATE OF SUZANNE T, BARTLETT SSN: 065-58-8951 DOD: 03/19/2002 DOB: 02114/1963 INHERITANCE TAX RETURN Explanation of Page 2, Question 4. NOTE: Although there were IRA accounts, decedent was under age 59V2 and in good health, so that they are not taxable, 282860,) REV-1502EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Suzanne T. Bartlett All real property owned solely or as a tenant In common must be reported at fair market va'ue. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. A.eal property which Is jointly-owned with right of survivors.hip must be disclosed on Schedule F. ITEM VALUE AT DATE NO DESCRIPTION OF DEATH 1 1. Real estate located at One St.ewart Drive, Carlisle, PA. Sold since DOD through the offices of Michael J. Hanft, Esquire, Hanft & Knight, P,C. Please see attached HUD settlement statement. Please see also note attached to Schedule B regarding effect of Slayer1s Act and allocation of one-half plus .38778 of one-half to the Estate. In addition, see attachment hereto, showing total value of house, one-half value, .38778 of one-half value, and total taxable as set forth as DOD value. 22,089 TOTAL (Also enter on line 1. Recapitulation) $ 22,089 (If more space is needed, insert additional sheets of the same size) 9 PA 15021 NTF 10871 !":",,,tf'innl HIQQ (';r_'I",ntilN",I"n I P _ Fnrms: ~nf1war~ Onlv JUN-16-2003 13:08 FROM:DUNCAN HARTMAN 7172497800 TO: 7172349478 P.2/3 . ' I A. H.U.D. SETTLEMENT STATEMENT : ! B.LOAN TYPE: OUR FILE#: RE02-132 Loan #' 24942104 LENDER: i ABN AMOO MortoaoeGrouo I I . c.'thl. fora i. furni.h.d. 100 gi'" you a 8'1:.'1:......'1: of "o'l:"al ..'1:'1:1...."'1: 1,,08'1:8. _OuntB p.id , I I '1:0 ...d by the ..tt1.....t ag...ti Ii . .ho..... l~e ....rkBd P.O.c. wera pai1d 011'1:,,111.. cloBiDg. , l I D. NAME OF BORROWER: I E, NAMe OF SELLE~: Harold M. Tempart i David P. Bartlett, J,r. Catherine G, Tampert I I I ' , a. PROPERTY LOCATION: i H, se-rn.EMENT AGENT: ! /. SETI\.EMENT DAlE: 1 StewartOrlve Carlisle PA 17013 DUNCAN & HARTMAN. P.C. ! Thursday 1S-Aug-02 1 IRVINE ROW Carlisle Borough Cumberland county CARUSLE, PA. 17013 I 2:00 p.m. , J, SUMMARY OF BORROWER'S TRA'NSACTION K. SUIIIMARYOF SELLER'S TRANSACTION 1.0 GAOl. JeMOllft D\JB .aox BOUCh.' ! fOO aRC.. AHOVII~ DUB ~ 8J!LLD. 101 eotat.r..n Sa1... >>zo.1.dI. ; I '221,000.00 t01 COIll1;:na't. ..1.. PrJ.oe $221,000.00 ID2 ~.....l .l'o~:r:t.7 I I 0.00 402 PeZ.oaa1 prop...rty 0,00 ),D3 e.-t'tl__n:t Chu'".. (10. 1400) I I 5859.91 403 I "0 i I 0.00 000 10S i 1. A4j\l...~t.1II J;t8lm. ~.pd.d oy ..11..1'1 ad,j",.~t.. i.t:..... pz.-paLf by ..1~.1;'~ \ II .05 .too.l -t.... i U 31-De.c..02 339.92 I " JOel LOeraJ. t..... 'to 31~nlJb"O:Z 339.92 401 Au...~t. 107 A....~~. ~o ! I 401 khool ":11I;.. : ~o 30-J\ln...03 1774.44 JD. IUlbool t.a.x.. ~ IO~ _Q, 1714.44 ..0. i u. ill 00' 120GROSSDUEFROMBOFlROWER i I 22B974.27420GROSSOUETO!SElLER 223"4,311 '00 .&IIOVII'!'S PAm .Y 0& "OR 8OIUlOoal I 100 JUlD:IICI'I:O!l1 nI AltO\N'r DUB to flBt."" :Cl1 Depoait OX' kE'A..t:. Mm:l.." I I 3000.00 SDl ..(1.... d.pod,t :ZOI ... Il<U::~a1!". -.ounta uw ~l 100100.00 503 "~t:.l_Jlt. cb.~9.. 18019.S2 203 :md..U.1l9 ].oaa. Ulk.. .ubjec:lI't to i I 503 Bx1.d.!J9' loa... ~ak.1L 204 1 I 504 Payoff ..~'l C1~y '0587;"...7 173261.41 .n ! I ~s jlDII i ! $01 ~ ,n ~ Yj..b6a't-e :ro~ 1e.N. UAp&J.d by "_11aJ:'; 1I SOl :110 Looal 'f'.x.. 'to 15-bc:I!..63 0.00 Ad'\l.~"~. ~o.r J.t..- unpa14 bY a.J,l.r 211 A.....-.c.'f.. t.o \ I 110 &.oc.l ~_. 3.5".1.\11'''02 0.00 11' 1IJc'~J. 'I'.x.. ~ l.S-Au;9~0~ 0,00 112 h......D~. u 21> i I 512 .a.....1 ...... ~ 15-&uQ-O. 0,00 ." i I n. 217 ; II su no 'IOU" n.:o.~......._ i II 10S100.00 ... ~.~ 1lIlDu<:.1oad: d.....". 191280.73 '00 eM. ."""/10 .0IUl0..... i II '0. CM. .o/nOll .ti.LEa '01 OSo.. ........~ ..... ~~_ ......=-r I II' I 22B974.27 001 _._ _o~ ... '.a11.~ 223114.36 U ..... ....;.q.~. p.w. I>y/to~ _""...., I. II " " 103100.00 '02 _ao.\.o.. ~O" ..l.b~.. _ 1Sl1280.7S , ",' . , .. , .' i:, $125,674.27 . ,'. . ~ , $31,B3S.63 I : h.v. c:=ef:111J.y ",eview.d ~. 1I~lliil s.'I:'l:l_....'I: B'ta'toea...t B"c! to ~e \:l.II't IIf ..y k"owl.d~. lAc! balLef, it 1. B 'tru. and .cc.....t.. ..ut......t of ",1J. r..ce1pta and .u.bur....."t. ....d. 0" , , 'Y .cco t 0... 0 '&Y behaJ. d ~ ~av. ....C.~iV.d . copy ot 'l:h~ aUD~.' , =--. ~"'"~ . ". """,..".,.""-""",,,~. --"'" '-" '''' ~ ~ _ ....., ... ~v ~~= ~ v 2-- ", .. >. ~ _'l-. t"{'".....,.~..r-~ , I - David P. Bartl n, Jr. -.., - _.~'m'~"'~"'~~.i:'f:., . '., ' ,._ . S! *_.) ~ ~~ ; ~~~~~~~~~ I JUN-16-2003 13:08 FROM:DUNCAN HARTMAN 7172497800 TO: 7172349478 P.Y3 : U PAGE #2 HUD DISCLOSURE/SETTLEMENT STATEMENT PAID BY PAID BY I II ; OORROWER SELLER 100 TOTAL REAL TOR'S COMMISIsION G'" X $221.000.00 , 132GO.00 701 Usling Agancy: I Ii ERA-NRT, Inc. $68S5.0ll ! 702 Sellin a AGency: I I Wolfe II. Shearer Realtors $6805.00 703 Transaction Fee: 11 ERA-NAT, Inc. , 100.00 600 ITEMS PAYABLE IN CONNEC ION WITH LOAN 801 Deterred Premium bv ABN AMRO Mort aoe to Federaled Mortaalle POC $625.63 . POC . 802 Loan Di&count I I AaN AMAO Mortaeae Group i ~ ADI"alllal Fee II Federated Mortgage Corp. : 275.00 804 Credit Report : I Federated Mortgage Corp. 25,00 80S escrow Waiver Fee i I ABN AMAO Mortgage Group 250.25 aoe AdmInistration Fee I Federated Mortgage GIOUD , 300.00 , 80'1 Flood cenlllcation : I Geo Trac I 10,00 , aoe TlU( Service Fee II i lI08 Lender AdminillrRlIon fee: II ABN AMRO Mortaaae GIOUP : 325.00 810 OVemillht Mall Charges; II Duncan & Hartman. P,C. 17.00 17,00 1100 rTEMS LENDER REOUIRES 1'01 BE PAID IN ADVANCE 901In.re$1@ $17,7slday from I \ 15-Aug-02 to 01-SeD-02 S01.41 902 MortgllQe lnsumnce I I 90S Hazard Insurance 1 vr to II Danegal Mutualln$, Co. i 366.00 904 2002 School Ailal Estate Ta~" II Derlene Moyer, Tax Collector 2030,32 1000 RESERVES OEPOSITED WitH! LENDER Escrows collected: ! I (I mOB, due: X $ per mo.: 1001 Hazard Insu IIInce 11 0 0',00 0.00 1002 MOllgags inSl,IlllI1CB I U 0 0.00 0.00 1003 CounlyJl,ocal taxes III 0 0,00 0.00 1004 SChoollaxes ill 0 0.00 0.00 1 ODS Aallregate Adjuetme nt : I : 1100 TITLE CHARGES I U , 1101 Settlement or c\oslna fee: i \1 1102 AbSln1ct or IIl1e search: I n 1 1 OS Tille Review: I I 0,00 0,00 1104 Title Inllurance binder: I 1105 Document oreoaratlon: i 1 10e Notarv fee..: I U Notarv , 10.00 0.00 \1 07 AlIomeys feea: , I Hanft & Knia!\t. P.C. 0,00 POC Oncludee above Item numbers): t I 1 10e TllIe In"u18nce: WILLIAM A, OUNcAN~AGENT FOR F1DEUTY NATIONAL TITLE 1613,75 (Includ.... above item numbers): 1 1 01 .l.l ~ 04 Endon;emen18 100900 6.1 $150 \109 owner'. cove race i $221,000.00 $1463,75 r 1 1 0 Len de"" coverage I "00.100,00 1111 Insured Closing Letter II F"ldelily National TItle 35.00 0.00 1200 GOVERNMENT RECORDING AJII[' TRANSFER CHARGES 0.00 l:ZOl Deed i I 30,00 Mortgaae 54.50 8~.50 1202 Po_r of AttorneY ! I 17,00 Aasillnmeflt/Stip 17.00 . 17.00 17.00 ,202 Coul\'lvJl,oca/ transfer tax 11 'll.} 1 II 2210.00 20S Pa. Stata transfer tax (1 ",) III , 2210.00 300 ADDITIONAL SETTLEMENTlc ARGES SOl Aa~on !lIStina: I , 302 Pestillspaction: . ! \ , I 0.00 0.00 806 Waur& Sewer Rudino: #2378-A i I Carlisle Borough POC _. t."~_.~". ~-N~;.ln::":Il;;:~_""""'#""'-"~"":'_' 385.00 : . ",..' "'. -' ~~~ ~""'''''''''">><-: ~ -,--",~"",,,!,,> "..~,,-~<<"'::' :;; 5859.91 1 a0111.32 llSO entered on line 10S tar Bonower; line soi lor SeHel) I I REV-1503EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA SCHEDULE B INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Suzanne T. Bartlett AU property iolntly~owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NO, DESCRIPTION OF DEATH NOTE: Decedent and her husband, David P. Bartlett, Jr. , owned their assets as tenants by the entirety or as joint tenants with right of survivorship. Decedent's Will gave all her assets to her husband, who survived her. Her husband, however I is incarcerated in military custody for the criminal murder of his wife, the Decedent, and has not contested his guilt. Accordingly, pursuant to the Slayer's Act I one-half of the assets in question are the property of the Estate of the Decedent. The other one-half is subject to a life-interest of David p, Bartlett, Jr. , the surviving spouse. David p, Bartlett, Jr. , was born February 19 I 1956, so that his nearest age on the date of death in March 2002 was 46 years. Utilizing the actuarial values of the IRS, book ALEPH, and related books for a 3.2% rate (120% of the semi-annual applicable federal rate, the figure for March 2002) and utilizing a remainder taxable interest of David Bartlett's one-half, after the expiration of his life estate, said remainder value being ,38778, the values of assets have been calculated. For convenience of calculation, copies of Excel spreadsheets showing values are attached. The subtotal for each item in each schedule is set forth on the Excel spreadsheet, with Total from continuation pages 37,465 TOTAL (Also enter on line 2, Recapitulation) $ 37,465 (If more space is needed, insert additional sheets of the same size) 9 PAl5031 NTF 10872 ....~---,~'--..,,,..^,...~__"__--'I.._'__," ""____<"_.. .___'""'_,.. Schedule B (Page 2) Estate of: Suzanne T. Bartlett Item Value at Date No, Description of Death (continued from prevo page) further calculations set forth therein as well. Since the value of David P. Bartlett, Jr.s' , life interest is not a taxable life estate, the Schedule K is not utilized herein, but will be presented if required, It is respectfully submitted that the appropriate value has been provided in the attached calculations. 1 AIM Funds, Brakerate Account (joint with David P. Bartlett, Jr.) No. 70291.33720, DOD value $5,41.6.83 2 American Century, Brokerage Account (joint with David P. Bartlett, Jr,) No. 022-000649536, DDD value $1.0,702,59 3 Janus/ Brokerage Account (joint with David P. Bartlett, Jr,) No, 200555505, DOD value $1.4,719.47 4 T. Rowe Price, Brokerage Account (joint with David p, Bartlett, Jr.) No. 51.001.431.2-1., DDD value $1.2,809,60 5 TD Waterhouse, Brokerage Account (joint w/David p, Bartlett, Jr.) No, 438-00684, DDD value = $5,060,35 6 U.S. Savings Bond, EE $50.00 (joint w/David p, Bartlett, Jr.) issued March 1.990, DOD value = $50.82 Total (Carry forward to main schedule) Schedule B (Page 3) Estate of: Suzanne T. Bartlett Item Value at Date No, Description of Death 7 V.S.Savings Bond, EE $50.00 (joint w/David P. Bartlett, Jr,)issued October 1990, DaD value - $47, 92 . 8 U.S. Savings Bond, EE $50.00 (joint w/David p, Bartlett, Jr.) issued Nov. 1989, DaD Death value $50.82 9 U.S. Savings Bond, Series EE $50.00 (joint w/David p, Bartlett, Jr.) issued December 1993, DaD value $37.18, 10 USAA Brokerage Account (joint w/David p, Bartlett, Jr,) No, 35900248958, DaD value $1,557.37 11 USAA Brokerage Account (joint w/David p, Bartlett, Jr,) No, 46900765907 DaD Value $125.54 12 USAA Brokerage Account (join with David P. Bartlett, Jr, ) No. 65260631, DaD value $3,414.90 13 Total value of above assets is $53,993,39, One-half value is $26,996.70. The .38778 of one-half value is $10,468,78. Total taxable as set forth under DaD for Items 1-12 is $37,465.47, 37,465 Total (Carry forward to main schedule) 37,465 REV -1508 EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Suzanne T. Bartlett Include proceeds of litigation & dale proceeds were received by the estate. All prop. jointly-owned with right of survivorship must be disclosed on 5ch. F. ITEM VALUE AT NO, DESCRIPTION DATE OF DEATH Please see note at beginning of Schedule B for effect of Slayerrs Act. Please see also calculations attached hereto to show the manner in which taxable value was derived. 1 1999 Honda Odyssey minivan, approximately 33,900 miles - value $15,000 2 Household claim for items retained by U.S. Military as evidence in criminal investigation - amount claimed $6200, discounted for contingency of claim to $2500 3 Members 1st FCU Checking Account #185951-00 (joint with David p, Bartlett, Jr.), DaD value $5,384,16 4 Members 1st FCU Checking Account #185951-11 (joint with David P. Bartlett, Jr.), DaD value $200 5 Merrimac County Savings Bank Savings Account #123902239 (joint with David p, Bartlett, Jr.) , DaD value $11,814,83 (includes interest of $14.16) 6 Merrimac County Savings Bank Checking Account #125802540 (joint with David P. Bartlett, Jr,) , DaD value $6143.08 plus interest of 71 cents = $6143,79 7 Miscellaneous household items retained by family, $5000 Total from continuation Dages 34,330 TOTAL (Also enter on line 5, Recapitulation) $ 34,330 (If more space is needed, insert additional sheets of the same size) 9 PA15081 NTF 10875 Copyrighl1999 Gr.,atland/N.,I<::o LP - Forms Software Onlv Schedule E (Page 2) Estate of: Suzanne T. Bartlett Item Value at Date No. Description of Death 8 Proceeds from sale of household items by Zeigler Auction (amounts of $26.25, $2.60, $3063,33, and $340) 9 Total value of above assets is $49,474.96. One-half value is $24,737.48. The .38778 of one-half value is $9,592,70. Total taxable as set forth under DOD for Items 1-8 is $34,330.18. 34,330 Total (Carry forward to main schedule) 34,330 Estate of Suzanne Tassone Bartlett Doc #282465 Calculation of Taxable Assets Schedule B Schedule E AIM Funds $5,416.83 Honda $15,000.00 American Century $10,702.59 Members 1 st #185951-00 $5,384.16 Janus $14,719.47 Members 1st #185951-11 $200.00 T. Rowe Price $12,809.60 Merrimac #123902239 $11,814.83 TD Waterhouse $5,060.35 Merrmiac #125802540 $6,143.79 3/90 Savings Bond $50.82 Misc items by family $5,000.00 10190 Savings Bond $47.92 Household claim by Military $2,500,00 11/89 Savings Bond $50.82 Proceeds from auction $3,432.18 12/93 Savings Bond $37.18 USAA #35900248958 $1,557.37 Total $ 49,474.96 USAA #46900765907 $125.54 Total I 2 $ 24,737.48 USAA #65260631 $3,414.90 x.38778 $ 9,592.70 add to half $ 34,330.18 Total $ 53,993.39 Total/2 $ 26,996.70 x.38778 $ 10,468.78 add to half $ 37,465.47 Schedule A House $ 31 ,833.63 Tota1l2 $15,916.82 x.387l8 $ 6,172.22 add to half $ 22,089.04 REV-1509 EX+ (1-97) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Suzanne T. Bartlett If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT{S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Caroline E. Bartlett 75 Carverdale Drive, Rochester, NY 14618 Daughter B, C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF JOlNT MADE a<:count number Of similar identifying number. NO, TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 11. A A, U,S, Savings Bond EE, issued December 1993, face amount $100 74 50.000 37 2 A U,S. Savings Bond EE, issued December 1993, face amount $50,00 37 50,000 19 TOTAL (Also enter on line 6, Recapitulation) $ 56 9 PA 15091 NTF 10876 (If more space is needed, insert additional sheets of the same size) Copyright 1999 GreaHand/Nelco LoP . Forms SOftWaf8 Only REV - 151 1EX + (1 -97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FI LE NUMBER Suzanne T. Bartlett Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 1 Alent-Baker Monuments (reserve for grave monument) 10,000 2 Anthony Funeral Chapel 10,212 3 Holy Sepulchre Cemetery 2,400 B. ADMINISTRATIVE COSTS: 1, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2, Attorney Fees Metzger, Wickersham, Knauss & Erb, P.C. (estimated) 5,750 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4, Probate Fees 295 5. Accountant's Fees 6. Tax Return Preparer's Fees 750 7. 1 ABF Freight Systems for shipping household goods 144 2 Cumberland County Prothonotary - litigation file copies 4 3 Federal Express - overnight mail charges 52 Total from continuation oaaes 5,284 TOTAL (Also enter on line 9, Recapitulation) $ 34,890 (If more space is needed, insert additional sheets of the same size) 9 PA15111 NTF '0878 Copyrlghl '999 GreatlandfNelco LP ~ Forms Soflware Only Schedule H part 2 (Page 2) Estate of: Suzanne T. Bartlett Item No, Description Amount 4 Hanft & Knight, P,C, - reimburse law office expenses 33 5 Hanft & Knight, P.C. - reimburse probate fees and legal advertisement of Estate 301 6 Hertz Rental Car - expense for car while in Carlisle to settle estate and close house 180 7 Law Office expenses - long distance phone, mail, fax, copies 118 8 Lodging expenses for Kristina Tassone, Executrix (NOTE Paid to obtain necessary help to close house to settle estate and paid in lieu of paying salaries to outsider for this duty,) 435 9 Lodging expenses for relatives of Decedent (NOTE Paid to obtain necessary help to close house to settle estate and paid in lieu of paying salaries to outsider for this duty,) 606 10 Lynn McBride, Esquire - initial legal fees 1,750 11 Mail Boxes Etc, 8 12 Telephone charges for collect calls 318 13 Travel expenses for Kristen Chu for necessary travel from West Coast to Pennsylvania to assist Executrix to close house 505 Total (Carry forward to main schedule) 4,254 ! I Schedule H part 2 (Page 3) Estate of: Suzanne T. Bartlett Item No, Description Amount 14 Travel expenses for Kristina A, Tassone, Executrix, for necessary travel from West Coast to Pennsylvania to close house 682 15 V-haul rental expenses for household goods 277 16 U.S, Post Office - mailing expenses 36 17 Vital Records - Death Certificates 36 Total (Carry forward to main schedule) 11030 I r REV-1512EX+ (1,97) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Suzanne T. Bartlett Include unreimbursed medical expenses. ITEM NO, DESCRIPTION AMOUNT 1, 1 Electronic funds transfer (Fidelity) on 03/19/2002 300 2 Uncleared check #5448, written on 02/22/2002, Merrimac County Savings Bank Account #123902239 10 3 Uncleared check #5449, written on 02/22/2002, Merrimac County Savings Bank Account #123902239 10 4 Uncleared check #5460, written on 03/05/2002, Merrimac County Savings Bank Account #123902239 24 5 Uncleared check #5463, written on 03/06/2002, Merrimac County Savings Bank Account #123902239 20 6 Uncleared check #5464, written on 03/11/2002, Merrimac County Savings Bank Account #123902239 17 7 Uncleared check #5465, written on 03/12/2002, Merrimac County Savings Bank Account #123902239 26 8 Uncleared check #5466, written on 03/13/2002, Merrimac County Savings Bank Account #123902239 54 9 Uncleared check #5467, written on 03/13/2002, Merrimac County Savings Bank Account #123902239 32 Total from continuation pages 2,501 TOTAL (Also enter on line 10, Recapitulation) $ 2,993 9 PA15121 NTF 10874 (If more space is needed, insert additional sheets of the same size) Copyrigh11S99 Greatland/Nelco lP . Forms Software Only I Schedule I (Page 2) I Estate of: I Suzanne T. Bartlett Item No, Description Amount 10 USAA Visa/Mastercard transaction on 03/11/2002 2,005 11 USAA Visa/Mastercard transaction on 03/19/2002 497 Total (Carry forward to main schedule) 2,501 REV-1513 EX+ (9'00) SCHEDULE J COMMONWEALTH ~ PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Suzanne T. Bartlett RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS ~ PERSON(S) RECEIVING PROPERTY Do NOI List Truslee(s) ~ ESTATE I TAXABLE DISTRIBUTIONS [include outri9ht spousal distributions, and transfers under Sec. 9116 (a) (1.2)J 1 1. 1Inne E. Bartlett 5 Carverdale Drive "ochchester, NY 14618 Daughter 2 Caroline E, Bartlett 5 Carverdale Drive Rochester, NY 14618 Daughter 3 Tohn D. Bartlett ~5 Carverdale Drive Rochester, NY 14618 Son 4 bavid P. Bartlett, Jr. Surviving Spouse ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV-15oo COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 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 DISTRIBS, ON LINE 13 OF REV-15oo COVER SHEET $ 0 (If more space is needed, insert additional sheets of the same size) 0 PA1S131 NTF 33293 Copyright 2000 Greatland/Nelco LP ~ Formg Software Only ~- -' >, '_'""',",r"" -~ -, ~^F ,~,~,~~,.......'- - , --- : , - "- Register of Wills of CUMBERLAND County, pennsyl vani-a- Certificate of Grant of Letters No, 2002-00481 PA No, 21-02-0481 ESTATE OF BARTLETT SUZANNE T (LAt;l, 1< 1.K:::i 1, LVLLUULt;j a/k/a BARTLETT SUZANNE TASSONE Late of NORTH MIDDLETON TOWNSHIP , CUM~t;KLANU CUUN1X, Deceased Social Security No, 065-58-8951 WHEREAS, on the 16th day of May 2002 an instrument dated October 21st 1998 was admitted to probate as the last will of BARTLETT SUZANNE T (LA~l, rlKt;~, MluULt;) a/k/a BARTLETT SUZANNE TASSONE --- late of NORTH MIDDLETON TOWNSHIP , CUMBERLAND County, who died on the '.- -.. 19th day of March 2002 and, WHEREAS, a true copy of the will as probated is annexed hereto, THEREFORE, I, MARY C. LEWIS , Register of wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to TASSONE KRISTINA A who has duly qualified as Executor (rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA, IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 16th day of May 2002. 91jfC/l'_/{{1#{~ - ~ -' **NOTE** ALL NAMES ABOVE APPEAR (LAST I FIRST, MIDDLE) .~ ':'._~ ---'--'" ._. 'Ij' <-. . ~ LAST WILL AND TESTAMENT c2/-()0l~ t/RI OF , SUZANNE TASSONE BARTLETI < > I, SUZANNE TASSONE BARTLETT, Social Security Number 065-58-8951, of the State of New Hampshire, declare that my Husband is a member of the United States Arm\<! Forces and that I am currently living at U,S. Army Engineer District, Huntington, West Virginia pursuant to my Husband's Military Orders. I declare that this is my LAST WILL AND TESTAMENT and I revoke all other wills and codicils previously made by me. r. I appoint my husband, DAVID PAUL BARTLETT, Jr., as my Personal Representative concerning this Will, Ifmy husband is unable or fails to serve, I then appoint KRISTINA A TASSONE of New York, New York to serve as my Personal Representative. A. I request that my Personal Representative be permitted to serve without bond or surety thereon and without the intervention of any court, except as required by law. I direct that my Personal Representative act in unsupervised administration so as to administer my estate with a minimum of court supervision, If it becomes necessary to have ancillary administration of my estate in any jurisdiction where my Personal .-----. -. ---. -Representative is ,unable or does not desire-to qualifYas.ancillary legal representative; I _~_;,,~ ~.' __ ~ _ . .. .. --;, - ~--'-b-- .' -- . :- ~':-;:,.c, _,_c.::appollltassuch ancillary legalTepresentative such mdlVldual orcorporatton~~'.. .-.- .. .--,--- -~----- --,--' Personal Representative shall designate, in writing, B, I direct my Personal Representative to pay the expenses of my last illness, the expenses of a funeral appropriate to my station in life and custom of living (including a suitable monument or marker for my grave), and written charitable pledges which I have '- made. I grant my Personal Representative the power to extend or renew any debt for such tin)e as my Personal Representative shal1 deem appropriate. C. All estate, inheritance, succession and other death taxes with respect to all property passing under this my Will shall be paid from and borne by the principal of my residuary estate, without regard to reimbursement, as if such taxes were administration expenses. My Personal Representative may pay such taxes at any time deemed advisable, whether or not then due and payable, Last Will and Testament of SUZANNE BAR1LETI @ ~v-...uJ ta>lf-tctt ~ 4k I '?J r - , . ----.. . D. My Personal Representative is requested to settle my estate as soon after my death as may be practicable, and to payor deliver every legacy or bequest to my beneficiaries without waiting any time that may be believed to be customary in probate matters, I E. I may leave a letter of intent with the executed copy of this Will for the purpose of giving guidance to my Personal Representative concerning the distribution or sale of certain items of my property, I request, but do not require, that my Personal Representative honor my wishes therein expressed. n. I give, devise and bequeath, absolutely and forever, all of my estate and property .1 of which I may be seized or possessed, or to which I may be entitled, at the time of my , death, wherever situated or of whatever nature, be it real, personal, or mixed, to my Husl1and, DAVID PAUL BARTLETT, Jr., as his sole and absolute property if he shall surviye me, ~ ill. In the event that my spouse shall not survive me, I give, devise and bequeath, absolutely and forever, all of my estate andproperty of which I may be seized or possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, as follows: A. I give all of the tangible personal property owned by me at the time of my death (except cash), including, without limitation, personal effects, household goods, clothing, jewelry, furniture, furnishings, automobiles and other vehicles, together with all insurance policies relating thereto, to my daughter, CAROLINE ELIZABETII BARTLETT, my son, JOHN DAVID BARTLETT, my daughter, ANNE ELIZABETH BARTLETT and to any child or children that haye been or may be born to or adopted by me, in shares of substantially equal value to be divided as they may agree, 1. If any of my children shall not survive me, then the share of that deceased child shall go to the descendants of that child, who are to take per stirpes and not pel ::;,c:,'...:7'-~'-'..eapita,-"If any of my children shallllQ.t~,mellnd.s~b~IVive4-by"an)' descendants, then the share of that deceased child sha11 be distnouted to my surviving children and the descendants of any of my other children who fail to survive me, in the manner set forth above. 2, If they are unable to agree, the division among my children and the - descendants of any of my children who fail to survive me shall be made by my Personal R}lpresentative, in that person's sole and absolute discretion. I empower my Personal Representative to sell any or all of such property, if such property is not distributed in kind hereunder, and to distribute the proceeds among my said children in substantially equal shares. Any detennination of my Personal Representative as to what should pass or be sold under this paragraph and to whom it should pass or be delivered or at what price it should be sold shall be conclusive. Last Will and Testament of SUZANNE BARTLETI @, }~'L10k2J .it, [+Crtr ~ , :n, ~ ~, , -- ,__' _...iool B, I give, devise and bequeath all of the rest and residue of my estate as follows: 1. I direct that all of such rest and residue be divided into as many equal shares and distributed, subject to the provisions of subparagraph 2, below, in order to provide one share for each of my children surviving at my death, and one share for each of my .' children who has predeceased me leaving issue surviving at my death, such issue to take per stirpes. 2. If any beneficiary in subparagraph I, above, is under the age of24 (TWENTY-FOUR) years (hereinafter referred to as the "age of distribution"), then I give " the share of that beneficiary to my Trustee, hereinafter named, IN TRUST, to hold and .: manage for such beneficiary in accordance with the provisions of the next paragraph of , this document. The share of any beneficiary who has reached the age of distribution shall be di,stributed to that beneficiary. tv, I nominate and appoint KRISTINA A TASSONE as my Trustee. If my Trustee shall fail to survive me or for any reason refuse or be unable to serve or to continue serving as my Trustee, then I nominate and appoint MARY N. BARTLETT as my Trustee, I request that my Trustee be pennitted to serve without bond or surety thereon and without the intervention of any court, except as required by law, My Trustee shall hold the property to be adrninisteredunder this Paragraph for the following uses and purposes: A Each share set apart in trust for a beneficiary in the preceding Paragraph shall be held by my Trustee as a separate and distinct trust, to manage, inyest, and reinvest the principal and collect and accumulate the income for the beneficiary. B. My Trustee, in my Trustee's discretion, is authorized at any time or from time to time, to pay over to or expend on behalf of the income beneficiary all or any part of the principal of such trust for that beneficiary's care, support, maintenance and general welfare, in keeping with the standard,oflMng that has been enjoyed by such beneficiary, -_.._--~_. , _.: ,~~or,that::heneficiary'S:.edU'CRtion,.:Orcin,the event ofacci<knt,..extende~. othe.(_~_::.~';_~-:":::~' , emergency, or to assist such beneficiary to go into a business or profession. C. When and as each such beneficiary reaches the age of distribution, I direct my said Trustee to pay over to such beneficiary the balance of the principal and any accumulated income of that beneficiary's part and be discharged from said trusteeship - pertaining to such beneficiary, , D, In the event that the beneficiary should fail to attain the age of distribution, the property being held for the beneficiary shall be paid over and distributed to the beneficiary's heirs pursuant to statutes of descent and distribution in effect at the time of the beneficiary's death in the beneficiary's state of domicile, Provided, however, that: Last Will and Testament of SUZANNE BARTLETT G! .1<~ 1 . bMftctl Page 3 ~ iL / .... ","" '''~''- " . . .... -_. ~-- . , I, should any such heir be the beneficiary of a trust created herein, and still in effect, the share of such beneficiary shall be added to such trust and be held, managed, and distributed as a part thereot; and 2, should any other heir be under the age of twenty-one, such beneficiary's . share shall vest absolutely and indefeasibly in the beneficiary but it may be retained in trust by my Trustee, and used on behalf of the beneficiary in accordance with the instructions contained in subparagraph b" above, until the beneficiary reaches the age of twenty-one. E. No beneficiary of any trust created under this Will shall have the power to " anticipate, alienate, or encumber either the income or principal thereof. No disposition, .1 charge or encumbrance of such income or principal by way of anticipation shall be of any , legal effect or be recognized by my Trustee. No such income or principal or any part therepf shall in any way be subjected to any legal or equitable claim of any creditors of any of ~ legatees. F. If, in the opinion of my Trustee, any trust created hereby shall at any time be of a size which, in the discretion of my Trustee, shall make it inadvisable or uneconomic or unnecessary to continue such trust, then anything contained in this Will to the contrary notwithstanding, my said Trustee, may pay over and distribute the entire principal of such trust to the beneficiary outright and free of trust, G. Anything in the Will to the contrary notwithstanding, no trust herein created or herein authorized (by power of appointment or otherwise) shall continue beyond twenty- one (21) years after the death of the last to die of those beneficiaries, contingent or otherwise, who were living or conceived at the time of my death. Any trusts still in effect at the expiration of such maximum period shall then terminate and the trust assets shall be distributed, outright, to the person or persons for whom such trust was continued, V. If there is a complete failure of takers under the preceding paragraphs, the ,property undisposed of shall go to my heirs detennined at the time of my death, pursuant '"l': ...- to the statutes of Descent and Distribution in effect, in the state of my domicile, at the time of my death. VI. If any beneficiary to any share of my estate which is not subject to the provisions of any trust which may be created by this will is at the time of distribution of his or her share, a minor under the laws of his or her domicile, I direct that the minor's share be '- converted into qualifying property and delivered to the Minor's Guardian as Custodian for ~ minor under the Uniform Gifts to Minors Act or the Uniform Transfers to Minors Act as may then be in effect in either the state in which the beneficiary or the Custodian resides, or any other state of competent jurisdiction, A. The Uniform Gifts to Minors Act or The Uniform Transfers to Minors Act, as may then be in effect in the state concerned, is hereby incorporated by reference. The Last Will and Testament of SUZANNE BARTLETI @ /))~iAN .1 Pa~4 /j1 j.I.W {;rvvf(i.;;f;(. fJil ' . / =,,,.'~ . 'J'" . , -'"~-- ,-" ^ -' - property affected by the Act shall be managed, held, and distributed in accordance with the provisions of the Act. B, The financial custodian will serve without bond or surety and without intervention of any court, except as required by law. C, The receipt by the Custodian, for the minor, of any principal or income transferred pursuant to this paragraph shall be a full acquittance and discharge of my Personal Representative or Trustee, as applicable, from liability with respect to such transfer and from further accountability for the principal or income so transferred. , , VII. Except as otherwise provided in this Will, I have intentionally failed to provide , for any other relatives or other persons, whether claiming to be an heir of mine or not. Insofar as I have failed to provide in this Will for any of my issue now living or later born or adopted, such failure is intentional and not occasioned by accident or mistake. ~ VIII. Any beneficiary who fails to 'survive until One Hundred and Twenty (120) hours after my death shall be deemed to have predeceased me, and the gift to that beneficiary shall be disposed of accordingly, IX, Definitions: A The tenn "descendants" as used in this Will means the immediate and remote lawful, lineal descendants by blood or adoption of the person referred to who are in being at the time they must be ascertained in order to give effect to the reference to them. B. The tenn "children" as used in this Will includes adopted and afterborn persons. The tenn "children" as used in this Will shall not include step-children, the natural born or adopted children of a person's spouse who are not the natural born or adopted children of the person, A relationship by or through legal adoption shall be treated the same as a relationship by or through blood for purpose of succession to property under this Will. C, The tenn "per stirpes" as used in this Will means that whenever a distribution is to be made to the descendants of any person, the property to be distributed shall be divided into as many shares as there are (1) living children of the person, and (2) deceased children, who left descendants who are then living, of the person, Each living child (if -- any) shall take one share and the share of each deceased child shall be divided among his then living descendants in the same manner, > . D, The tenn "Personal Representative" as used in this Will shall have the same meaning as Executor, Executrix, Independent Executor, or any other title oflike import which is used to describe such a fiduciary. Last Will and Testament of SUZANNE BARTLETT Qt ,Ju,:,!"M..J, J /J/;,A:fC0-Gt Page 5 k rfii; . . - "-~-~-- M. -~4 - -~..- X. In the event that I shall die leaving a minor child or children surviving me, and my husband, DAVID PAUL BARTLETT, Jr" shall not survive me, then I hereby appoint KRISTINA A. TASSONE as Guardian of each minor child of mine, during his or her minority. The Guardian shall serve without bond or surety and without the intervention of any court or courts, except as required by law, XI, In addition to any powers granted by the laws of the jurisdiction in which this Will is probated, I hereby authorize and empower the fiduciaries named in this Will, to the extent of the discretion herein granted, to sell, exchange, convey, transfer, assign, mortgage, pledge, lease or rent the whole or any part of my real or personal estate, to : invest, reinvest, or retain investments of my estate, to perform all acts and to execute all .~ documents which my fiduciaries may deem necessary or proper in regard to my property. , If any of my fiduciaries elect to receive compensation for services, such compensation will be that allowed by law, h. If any part of this Will shall be invalid, illegal, or inoperative for any reason, it is my intention that the remaining parts, so far as possible and reasonable, shall be effective and fully operative, My Personal Representatiye may seek and obtain court instructions for the purpose of carrying out as nearly as may be possible the intention of this Will as shown by the terms hereof, including any terms held invalid, illegal, or inoperative. This document was prepared under the authority of Title 10, U,S. Code, Section 1044, and implementing military regulations and instructions, by Norman R Spero, District Counsel, U, S, Army Engineer District, Huntington, West Vrrginia, who is licensed to practice law in Kansas and Nebraska. IN WITNESS WHEREOF, I have at Huntington, West Vrrginia, on October 21, 1998, set my hand and seal to this my LAST WILL AND TESTAMENT, consisting of8 typewritten pages, each page bearing my handwritten signature, (JJ~~J - h::ut.+-fR.;t;r (SEAL) / SUZANNE TASSONE BARTLETT '- , The foregoing instrument was, at Huntington, West Vrrginia, on October 21, 1998, signed, sealed, published and declared by SUZANNE TASSONE BARTLETT, the testator, to be her LAST WILL AND TESTAMENT in the presence of all of us at one time, and at the same time we, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses, and we do so Last Will and Testament of SUZANNE BARTLETI' ~ M /JJ.w- 1.1V.~iL'I.Al J 06 ^~t:r ' jf' . - -~-- ....-- ~ -4. ~..~__ ._..____.____.__.____._~__. ___' _ .___ verily believe that the said testator is of sound and disposing mind and memory at the date hereof. j'~1/ltl~ "yjll~~WV 7!{UO' ~ " , , ~ - ". Last Will and Testament of SUZANNE BARTI.ETI QJ) ,.1 ~~ ,J ' DaA fU;t:f--: M /ltL ^ I The foregoing instrument was at the date hereof, by SUZANNE TASSONE BARlLETT, the testator, signed as and declared to be her Will, in the preseru:e of us, who at her request and in her preseru:e and in the presence of each other, have subscribed our names as witnesses thereto, Each of us observed the signing of this Will by her and by each other subscribing witness and knows that each signature is the true signature of the person whose name was signed. Each of us is now more than eighteen years of age and a , competent witness and resides at the address set forth after his or her name. We are acquainted with SUZANNE TASSONE BARTLElT. At this time, she is over the age of eighteen years, and to the best of our knowledge is of sound mind and is not acting under duress, menace, fraud, misrepresentation or undue intlueru:e. We declare under penalty of perjury that the foregoing is true and correct, , , , " Executed on October 21, 1998 , EXec1ftedat~1 c':',,^-t~) /J..toL"Y"'" {,JL~/; t,('rj'n:", arlll~/ ,1' I(~~J_U~ Soc.Sec.No.dfiJ-.JJ- .9~j Soc.Sec.No,~.35-lS1rJ.t/qrSoc.Sec.NoA3 tj-S7J -4,J, ~ ;/ of Lf~r)trJi/ of 4il'u~A(~. ,( e J'vvJ of JluA<~' IAH) STATE OF WEST VIRGINIA COUNTY OF Cabell Subscribed, swom to and acknowledged before me by SUZANNE TASSONE BARTLETT, the testator, and subscribed and swom to before me by Ilfl. C. /~n ~ (>>(0<; .and AI.4/i/t'y WELL , the witoesses, on October 21, 1998. - ) . ~ OfFK::IAL SE.tJ.. -y. 5",..-t1... NOTARY PUBU~OT Y PUBUC My Commission Expires: / / - <' iJ - ::Lo()<j STATE OF weST VlRGI ALICE J. SMITH ...EJghIBI. HUNTINGTON. WII 2570\42070 My Co<M\lI- ............20. - Last Will and Testament of SUZANNE BARlLETT ~ ~lu'l'~J, 6M-H&tr. Page 8 ~ .ili2 I i.J ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone December 19, 2002 (717) 787-3930 FAX (717) 772-0412 Law Offices of Metzger & Wickersham 3211 North Front SI. P.O. Box 5300 Harrisburg, Pa.17100-0300 Re: Estate of Suzanne T. Bartlett File Number 2102-0481 Dear Mr Hock: This is in response to your request for an extension of time to file the Inheritance Tax Retum for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the retum is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely retum. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The retum must be filed with the Register of Wills on or before June 19,2003. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. "~SincerelY!' , .; , " ,,. /."1 " ;<.,/ >:<',~~ ;'/ ,)'" ,A ,(/ ...; ,1 ;" "'/-'nb;f-"-,L./"'; l,jJ0At~ ./' ,Ll/.//)' .' 'c _"r~" " -~effrey HOllenbush, Supervisor . " '. Document Processing Unit Inheritance Tax Division COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-9m DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT_ 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002711 TASSONE KRISTINA A 5699 MERRIEWOOD DRIVE OAKLAND, CA 94611 - 2134 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- -------- 101 I $2,125,00 ESTATE INFORMATION: SSN: 065,58-8951 I FILE NUMBER: 2102-0481 I DECEDENT NAME: BARTLETT SUZANNE T I DATE OF PAYMENT: 06/20/2003 I POSTMARK DATE: 06/18/2003 I COUNTY: CUMBERLAND I DATE OF DEATH: 03/19/2002 I I TOTAL AMOUNT PAID: $2.125.00 REMARKS: KRISTINA TASSONE EXEC, CHECK# 3 INITIALS: AC SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WillS REGISTER OF WILLS 1/-6~-e;, COMMONWEALTH OF PENNSYLVANIA '* , - . 8UREAU Of INDIVIDUAL TAXES DEPARTMENT OF REVENUE ~ INHERITANCE TAX DIVISION DEPT. Z80601 NOTICE Of INHERITANCE TAX HARRISBURG, PA 17128-0601 APPRAISEHENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAX kEV-l!i47UAflI (01-91) DATE 07-28-2003 ESTATE OF BARTlETT SUZANNE T DATE OF DEATH 03-19-2002 FILE NUMBER 21 02-0481 '03 q\ 21) . ~CQUNTY CUMBERLAND '.';-'^- '-. JERED L HOCK ESQ ACN 101 METZGER WICKERSHAM I AltOunt R_i tted I PO BOX 5300 , '. HBG PA 171l0:'\ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RW=i5'4TEiCAFP-foF03rNOTICE-iWYNHEifITANcn'Ax-'APPRAIsEi"-ENi'-,--ALLOWANCE-OR'----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BARTlETT SUZANNE T FILE NO. 21 02-0481 ACN 101 DATE 07-28-2003 TAX RETURN WAS: I > ACCEPTED AS fILED I X> CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 11> 22.089.00 NOTE; To in$u~. proper 2. Stocks and Bonds (Schedule B) IZI 37,465,00 credit to you~ account~ 3. Closely Held stock/Partnership Interest (Schedule C) 131 .00 submit the upper portion 4. Mortgages/Notes Receivable (SChedule 0) 141 .00 of this iOnM with your S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 151 34.330.00 tax payMent. 6. Jointly Owned Property (Schedule f) 161 56,00 7. Transfers (Schedule G) 171 .00 8. Total Assets 181 93,940,00 APPROVED DEDUCTIONS AND EXEMPTIONS: 33,344.00 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (91 10. Debts/Hortgage Liabilities/Liens (Schedule Xl 110> 2.993.00 11, Total Deductions 1111 36.337 00 1Z. Net Value of Tax Return IlZ1 57,603.00 13, Charitable/Governnental Bequests; Non-elaeied 9113 Trusts (Schedule J) 1131 .00 14, Net Value of Estate Subject to Tax 1141 57,603,00 NOTE: I~ an assessment was issued preYiOUSl~, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the tota ~ Abh returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 1151 ,00 X 00 = ,00 16. Amount of Line 14 taxable at Lineal/Class A rate 1l6J 57,603,00 X 045 = 2.592,14 17. A.ount of Line 14 at Sibling rat. 1l?1 ,00 X 12 = ,00 18. Aaount of Line 14 taxable at Collateral/Class B raie 1181 .00 X 15 = .00 19. Principal Tax Due 1191= 2.592.14 X . + AHOUNT PAID DATE NUI18ER INTEREST/PEN PAID I-I 12-18-2002 CDOO1984 ,00 450.00 06-18-2003 CD00271l ,00 2,125.00 INTEREST IS CHARGED THROUGH 08-12-2003 TOTAL TAX CREDIT 2,575.00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 17.14 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 53,94 TOTAL DUE 71.08 * If PAID AfTER DATE INDICATED, SEE REVERSE I If TOTAL DUE IS LESS THAN $1, NO PAVHENT IS REQUIRED. ALOULATION Of ADDITIONAL INTEREST, If TOTAL DUE IS REfLECTED AS A "CREDIT" {CR>, VDU HAV 8E DUE A REfUND, SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.> - ' ' ~ REV-1470EX(6.88! . INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES OEPT 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER Bartlett, Suzanne T. 2102-0481 REVIEWED BY ACN Daniel Heck 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H c- The deduction for travel expenses has been disallowed. The executor or administrator of 8,9,13 the estate is the only person entitled to claim these expenses in conjunction with the administration of the estate, ROW Page 1 "v COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone December 19, 2002 (717) 787-3930 FAX (717) 772-0412 Law Offices of Metzger & Wickersham 3211 North Front St. P.O. Box 5300 Harrisburg, Pa.171 00-0300 Re: Estate of Suzanne 1. Bartlett File Number 2102-0481 Dear Mr Hock: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before June 19,2003. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. ,Sincerely{ " , , 1/'-/ /',:',<.':> /',:::':.; ,;/ . A t'/ "Y//!,j., "'--'ltP'<'.<,,'" ;;//'6--"',,./ L '1J i/ ' v ,- , - --- ~effrey Hollenbush, Supervisor - . Document Processing Unit Inheritance Tax Division COMMONWEALTH OF PENNSYLVANIA REV-, '62 EX(' 1-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 2B0601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002711 TASSONE KRISTINA A 5699 MERRIEWOOD DRIVE OAKLAND, CA 94611 - 2134 ACN ASSESSMENT AMOUNT CONTROL NUMBER -uuu-fold un_n_n 101 I $2,125,00 ESTATE INFORMATION: SSN: 065-58,8951 I FILE NUMBER: 2102-0481 I DECEDENT NAME: BARTLETT SUZANNE T I DATE OF PAYMENT: 06/20/2003 I POSTMARK DATE: 06/18/2003 I COUNTY: CUMBERLAND I DATE OF DEATH: 03/19/2002 I I TOTAL AMOUNT PAID: $2,125.00 REMARKS: KRISTINA TASSONE EXEC. CHECK# 3 INITIALS: AC SEAL RECEIVED BY: DONNA M, OTTO DEPUTY REGISTER OF WillS REGISTER OF WILLS /7-6 .</~~ COMMONWEALTH OF PENNSYLVANIA *' , .- ' BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE ~ INHERITANCE TAX DIVISION DEPT. 280601 NOTICE OF INHERITANCE TAX HARRISBURG I PA 17128-0601 APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV~1541 EX .FP rBI-On DATE 07-28-2003 ESTATE OF BARTLETT SUZANNE T DATE OF DEATH 03-19-2002 FILE NUMBER 21 02-0481 '03 ,.'JL 2:) :j;QUNTY CUMBERLAND JERED L HOCK ESQ ACN 101 METZGER WICKERSHAM I Al1ouni: Rellitted I PO BOX 5300 , ,- HBG PA 17110:,( 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 ...... RE-";=is4TEX-AFP--[oFiiiT'NCi'r'''iCE--OF-i:-NHE'ifiTANCE-YAX-iiPPRAisEiiEN;:~nALi-oWANCE-CrR-m--_mm___- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BARTLETT SUZANNE T FILE NO. 21 02-0481 ACN 101 DATE 07-28-2003 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) [I) 22.089.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 37. 465.00 credit to your account} 3. Closely Held stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion 4. Hortgages/Notes Receivable {Schedule OJ (4) .00 of this for., with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 34.330.00 tax payment. 6. Jointly Owned Property (Schedule f) (6) 56.00 7. Transfers (Schedule GJ (7) .00 8. Total Assets (8) 93,940,00 APPROVED DEDUCTIONS AND EXEMPTIONS: 33,344,00 9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule HJ (9) 10. Debts/Mortgage Liabilities/Liens (Schedule IJ (10) 2.993,00 11. Total Deductions (11) 36,337 no 12, Net Value of Tax Return (12) 57,603,00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule JJ (13) ,00 14, Net Value of Estate Subject to Tax (14) 57,603,00 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: .00 15. Amount of Line 14 at Spousal rate (15) ,00 X 00 = 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 57,603,00 X 045 = 2,592,14 17. Amount of Line 14 at Sibling rate (17) ,00 X 12 = ,00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) ,00 X 15 = ,00 19. Principal Tax Due (19)= 2,592,14 TAX CREDITS: .ft....n. ,-, AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 12-18-2002 CDOOI984 ,00 450.00 06-18-2003 CD002711 ,00 2,125,00 INTEREST IS CHARGED THROUGH 08-12-2003 TOTAL TAX CREDIT 2,575.00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 17 .14 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 53,94 TOTAL DUE 71. 08 . IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $l) NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,) _-r--" COMMONWEALTH OF PENNSYLVANIA * BUREAU OF INOIUIUUAL TAXES DEPARTMENT OF REVENUE ~ INHERITANCE TAX DIVISION DEPT. 2806D1 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX.fp (1l1-G'5J DATE 07-28-2003 ESTATE OF BARTLETT SUZANNE T DATE OF DEATH 03-19-2002 FILE NUMBER 21 02-0481 'OJ 11 p1 [\ COUNTY CUMBERLAND JERED L HOCK ESQ "., ACN 101 METZGER WICKERSHAM I A.aunt Reaitted I PO BOX 5300 HBG PA 17(~~0 1\..010 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 -.._- . -.... -- D~T47~ InW~D DftDTTnN ~nR YOUR RECORDS .... --~< ".- - . .~- . - . - -..-- -~,. ~.- - ::::----- - & Kristina Tassone ~~, -_.",- - : -~ 8~ 5699 Merricwood Dr. ~ Ollklllnd, CA 94611 ,"" - ". ,- I'.. ) -'i<'~ .~, , -"-" " - ..,....' "",,'- -"'_.-- .- ----- ~ 11 P p.:~~ I '<,.I-e/' of IN'i \.. \5 ~.be.r\~ l...OV\X""+-j CO\M'r- H-O\Ai.e. " Cwrt \''71 €\ PA \ 1-0 l2:> i 7;:= i ::::.....~::.~:.:;::::::: 1...111,..111",."11,,11,,,11,.,11...1.1..11,1,..11 . ./ First North American National Bank 9960 Mayland Drive Richmond, V A 23233 'I', , CLAIM FORM FOR COMPANY OR ORGANIZATION STATE OF PENNSYLVANIA CASE NO. 21-2003-481 COUNTY OF CUMBERLAND The undersigned, First North American National Bank, herein referred to as a claimant, herewith presents and filed their claim against the Estate of deceased Robert 1. Huntsberger, on account of the following described indebtedness owing by said Estate of Claimant, via: Credit Card #: 4053550012626877 Balance: $2918.20 Before me, the undersigned authority in and for said County in said State, personally appeared Stephanie Spencer, who being first duly sworn, says that she is The Recovery Supervisor of First North American National Bank, the claimant, and that she has full complete knowledge of the correctness of the above claim against the estate of Robert 1. Huntsberger, deceased, and the amount claimed is justly due( or to become due ), and after allowin . Subscribe and sworn to before me this..1L day oJqt~ ,2e>c..3 ~.~~ , otary PublIc My Commission Expir&s 4/30105 ~FIRST NORTH AMERICAN NATIONAL BANK. Recovery Department PO, Box 4239S Richmond, VA 23242 August 15,2003 Marcus A. McKnight 60 W. Pomfret St. Carlisle, P A 17013 Re: Estate of Robert 1. Huntsberger Account Number: 4053550012626877 Dear Mr. McKnight: Enclosed you will find a copy of the claim filed for the above referenced estate. The claim was mailed to the Cumberland County Probate Court. If you have any questions reqarding this matter, please do not hesitate to contact me. Jl:~ ' Pamela Cypress Recovery Department (800) 677-4339 Ext. 8076 [' "'-"/"', <~ '/,;;['-f;~,~;." I ('... , '. I. '. .~..." "'l~' :, . - ,'.- ," - ~l . a I - ~ -l ! i Ii l, . i ' ."'r J. I J i~~i .... . J- I Em t . fl. . '" !:JM' , , ' . - - - - - -. I i "FJfjt, .' . - -', , ' .. " E & CO') I :.'><'" ' "'-' Ii - ~ft:t -;; I J I I !II' 1 I \ I . ~ il- I I G I ~ ~ - I I III f i ..'~~ i dif9 ~,JI ~ Ii II I ~ "", 1 'fi 1 :I. 1 .. 1 ... .. J I ,1111 , . I II !,Iir I I L I I g:.' "~, , -, ') , , · I tet,.,; , r -HI" , , I J I.. ' ..., .'-~. ",; 080502 Statement I 40535500126268770000066000001661537 - FNANB ACCOUNT # 4053 5500 1262 6877 - PO, BOX 42336 NEW BALANCE 51.661,53 - RICHMOND, VA 2324-2,2336 PAYMENT DUE DATE 08130102 1"1.1",11"1.11,,1,,,11,11..,11,..11..,1,,.111..,1,.,111."I MINIMUM PAYMENT DUE 566.00 FIRST NORTH AMERICAN NATIONAL BANK 830007 MAIL MAKE CHECKS PAYABLE TO FNANB - P 0 BOX ''''is'CK - BALTIMORE. MD 21283-0007 - 1",III".I"I.I,I"I",III,J.."I.III..",II,I,I..I,I""11,1 $ , . 0000000 ROBERT L HUNTSBERGER AMOUNT ENCLOSED 2199 PINE RD NEWVILLE PA 17241-9203 PLEASE INDICATE ANY CHANGE TO ADDRESS OR TELEPHONE BELOW StreetAddress~___. Home Telephone L-J_____ Clty.State,Zlp ___~___ Business Telephone ( I -- ~ Detach Here - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - ~ - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - I BA~~,N~.~~~~,~.AR.Y.I; I ~.~~.~:~~N.~..~,~_~.~.~~~~~~:.~,~:-~ I ACCOUNT # l~ 4053550012626877 Previous Balance S2,004.90 Statement Closing Date 08/05/02 ,.,,:,:,~:"~".:.:.: ........~......, Payments and Credits $500.00 Days in Billing Cycle 28 Payment Due Date 08/30/02 + Cash Advances $113.00 New Balance $1.661.53 MINIMUM PAYMENT DUE $66.00 -+ Purchases/Adjustments $0.00 Credit Line $7.350.00 + FINANCE CHARGES 543.63 Available Credit $5.688.47 0 New Balance $1,661.53 Available Cash Advance'. $2,284.68 CALL (800) 728-8472 TO MAKE YOUR PAYMENT OVER THE PHONE! I TRA~S~?~I?~_D~~~IL j ,:~..,:-;.:." '.'u ..'...,'."..'.,.,.... ,,,,, Posting Transaction Relerence Transactions Charges & Dale Dale Number Credits. Cash Advanc9s 07/10 07/09 589764033600 ORRSTOWN BANK/427 STONEHE CARLISLE PA 61.50 07/12 07/11 589770463625 ORRSTOWN BANK/427 STONEHE CARLISLE PA 51.50 Payments/Credits 08/02 08/02 117000312067 PAYMENT RECEIVED -- THANK YOU 500.00py Miscellaneous 07/10 07/10 589764033600 'FINANCE CHARGE. CASH ADVANCE FEE 5.00 07/12 07/12 589770463625 'FINANCE CHARGE. CASH ADVANCE FEE 5.00 II,~^P.~~:.~~.~.I~,~,~~~.~.T!~.N" ~ ,.........~.>.""c..,"'"'~.'..=".."".~"..,.,..',,:.,,,.."'~.~..,.c~ VISIT WWW.AHPHEALTH.COM . SAVE UP TO 60% ON DOCTORS, PHARMACY, VISION, HEARING, VITAMINS AND MEDICAL SUPPLIES. NO FORMS NO EXAMS JUST SAVE. TALK TO AN AGENT TOLL FREE AT 800-775.9994. Shop and save for college wilh Upromise, a program thai can help you sav9lhousands. Go to circuilcity.com to join lor free and register your Circuit City card, then slart saving! THANK YOU FOR USING YOUR FNANB VISAI TO DATE, THE TOTAL OF YOUR PURCHASES IS 5113.00. YOU ONLY NEED TO CHARGE 52,000 IN PURCHASES TO HAVE YOUR ANNUAL FEE WAIVED NEXT YEAR! I FINANCE CHARGE SUMMARY ~ ..... ...... ......HU..U.....u.uu......~..""'~,.. Average Monthly Corresponding Periodic ANNUAL VISIT OUR Daily Periodic Annual FINANCE PERCENTAGE WEBSITE AT * Balance Rate n~ Percentage Rate CHARGE RATE WWW.FNANB.COM Purchases A $257.49 l6500% 19.80% $4.24 SEE REVERSE SIDE FOR Purchases B $0.00 1.6500% 19.80% $0,00 25.68% IMPORTANT INFORMATION Cash Advances C 51.781.25 1.6500% 19.80% $29.39 ... PERIODIC RATE MAY VARY FROM MONTH TO MONTH , SEE EXPLANATION OF CODES ON REVERSE MAIL BILLING AND OTHER INQUIRIES TO ,. AVAILABLE CASH ADVANCE IS INCLUDED IN AVAILABLE CREDIT LIMIT FNANB@ . ABBREVIATIONS: 'py' = Payment, .cr' =Credlt P.O, BOX 42354 For 24 hour automaled i~formation call (800) 728.8472 RICHMOND. VA 23242-2364 FNANB Customer Service Representatives are available Monday. Friday lOam. 9pm, Saturday 9am. 5pm ET See form on reverse Side To report your credll card lost or stolen 24 nours a day call (S8S) 898-4142 For T.DD (Telephone Device for the H~amg Impaire\J), call (800] 925-1794 InC;"""i'\(11?r:0APT? 090502 Statement I 40535500126268770000091000002268497 - - FNAN B ACCOUNT # 40535500 1262 6877 - P ,0, BOX 42336 NEW BALANCE 52.268.49 - RICHMOND. VA 2324.,2336 PAYMENT DUE DATE 09/30/02 1"1.1",11"1,11..1",11,11,,,11,,,11,,,1,,.111.,,1,,,111,"I MINIMUM PAYMENT DUE 591,00 FIRST KORTH AMEllICAK KATIOKAL BAKK MAI'c - P 0 BOX 830007 "'yS' K MAKE CHECKS PAYABLE TO FNANB - BAL TI HORE, HD 21283-0007 - 1",11I".1,.1.1,1"1."111,1.".1.111",,,11,1,1,,1,1,,,.11,I $ , . 0000000 ROBERT L HUNTSBERGER AMOUNT ENCLOSED 2199 PINE RD NEWVILLE PA 17241-9203 PLEASE: INDICATE AN.Y CHAN.G.E TO AOORESS OR TELEPHONE BELOW StreeIAddress___ Home Telepholle L.........J Clty.St~te,Zlp ~~_ BUS\lle~~ Telephone L----L tJ! Detllch Here - - - - - - ~ - - - - - - ~ - - - - - - ~ - - - - - - ~ - - - - - - ~ - - ~ - - - ~ - - - ~ - - ~ - - ~ - - - ~ - - - - - - ~ - - - - - - ~ - - - - - - - - -- I ~~L~.~.C,~ ~~~,~.A.R_yJ I A~~O.UNT I.~.~~.~.~~.T~?N.~ I ~~.~.~.~~.~~~~.~ 4053550012626811 ,"""'." .......'..,,"',,' ",..'.+..e..:....., Previous Balance $1,661.53 Sta~emen~ Closing Date 09/05/02 ...._-..--............. Payments and Credits $100.00 Days in Billing Cycle 31 Payment Due Date 09/30/02 + Cash Advances $404. 50 New Balance $2,268.49 MINIMUM PAYMENT DUE $91.00 + Purchases/Adjustments $252.44 Credit Une $7,350.00 .".".,.:':-:.:.:':':.g.:+'.. '."_"",'.'_'.'_,."...,'. uUu" '_'" u..:,. -:,'<.:;:,:" + FINANCE CHARGES $50.02 Available Credit $5,081.51 "'" New Balance $2.268A9 Available Cash Advance'* $1.936.55 CALL {BOO) 72.8-8472 TO MA.KE YOUR PAYMENT OVER THE PHONE! \ TR~~SA~T~?~ .~,H~'~ .~ '<,;".,,,;.,,:>'_',:;,,_,,_._,.,,...: ..','.h ,..-,.~"",.,~ POStill'\) Trallsac~ioll Relerence Transactions Charges & Dale Dale Number Credits. Purchases 08/16 08/14 980134072452 THE aLOE FISHING STATION CAALlSlE PA 25.73 08J16 08/14 980134077006 THE aLOE F]SHING STATION CAALlSlE PA 226.71 Cash Advances 08/13 08/12 589601703639 ORRSTOWN BANK/421 STONEHE CARLISLE PA 51.50 08/26 08/24 589676173656 ORRSTOWN BANK/421 STONEHE CARLISLE PA 101.50 08/30 08/29 589735543645 ORRSTOWN BANK/427 STONEHE CARLISLE PA 251.50 Payments/Credils 09/02 09/02 117000461607 PAYMENT RECEIVED ~- THANK YOU 100.00py Miscellaneous 08/13 08/13 589601703639 *FINANCE CHARGE* CASH ADVANCE FEE 5.00 08/26 08/26 589676173656 *FINANCE CHARGE* CASH AOVANCE FEE 5.00 08/30 08/30 589735543645 *FINANCE CHARGE* CASH ADVANCE FEE 7.55 llMPORTANT INFORMATION ~ ".;":_:.,,,.:_;,,,,,,,,,,:,,,,,_"'-~"<<-T.o.;:~.1i;'<'':-.;,c.x,*.;,,,,.x," Looking ~()r an al\tertainmen\ e-elller or compu\er desk? ClrcuH Cay sells a wide variety of home entertainment and home office furniture. See our enclosed insert lor details on greal savings. THANK YOU FOR USING YOUR FNANB VISA! TO DATE, THE TOTAL OF YOUR PURCHASES]S $769.94. YOU ONLY NEED TO CHARGE $2,000 IN PURCHASES TO HAVE YOUR ANNUAL FEE WAIVED NEXT YEARl I FINANCE CHAflGE SUMMARY ~ .' ..' -.-...-.-.-.....-.,<,:,.-:.',:-:~ ...~'.:--"..>:,:.'-:.'.'.:--)'( .:"",:-:,:.".,. Average Monthly Corresponding Periodic ANNUAL VISIT OUR Daily Periodic Annual FINANCE PERCENTAGE WEB SITE AT * Balance Rate **~ Percentage Rate CHARGE RATE WWW.FNANB,COM Purchases A S418.56 1.6500% 19.80% $6.90 SEE REVERSE SIDE FOR Purchases B $0.00 1,6500",'0 19.80% $0.00 30.49% IMPORTANT INFORMATION Cash Advances C $1,550.01 1.6500% 19.80% $25.57 ... PERIODIC RATE MAY VARY FROM MONTH TO MONTH . SEE EXP'-ANATiON OF CODES ON REVERSE MAil BilLING AND OTHER INQUIRIES TO .. AVAILABLE CASH ADVANCE IS INCLUDED IN AVAILABLE CREDIT LIMIT FN.ANB@ . ABBREV1AT10NS: 'py. = Payment. 'cr'=Credit P_O. BOX 42364 For 24 hour automated informatiollcall (800) 728.8472 RICHMOND, VA 23242.2364 FNANB Cu~tomer SeNlce Re?re"el\\ati\le~ ~re a\lJ\\abla Monday. Frirlay 'Cam. 9pm. Saturday 9am - Spm ET See form an rel/erseside. fo report your credit cHd lost or stolen 24 hours a day call (886) 698.4142 ror T,O,O. ITelephone Del/ice for the Hear'ng Impaired), call {HOO) 925-1794 III 4053550012626877 100702 Statement I 40535500126268770000095000002370703 - FNANB ACCOUNT # 4053 5500 1262 6877 - P,O. BOX 42336 NEW BALANCE S2.370,70 RICHMOND. VA 23242-2336 PAYMENT DUE DATE 11101102 1"1.1",11"1.11"1",11,11",11,,,11.,,1,,,111,,,1,,,111",1 MINIMUM PAYMENT DUE S95,OO FIRST NORTH AMERICAN NATIONAL BANK MAI~ MAKE CHECKS PAYABLE TO FNANB - P 0 BOX 830007 "'\,~,E K - BAL TI MORE, MD 21283-0007 - 1",111",1"1,1,1.,1",111,1""1,111,,,,,11,1.1.,1,1.",11,1 $ , . 0000000 ROBERT L HUNTSBERGER AMOUNT ENCLOSEO 2199 PINE RD NEWVILLE PA 17241-9203 PLEASE INDICATE ANY CHANGE TO ADDRESS OR TELEPHONE BELOW Street Address _~HomeTelephone ( \ Clty-State.Zlp _ Business Telephone I \ tit Detach Here -------------------------------------------------------------------------------- I B.A~ANGE.S~ ,~.~~~.~ J I ~:.:~.~:~.: .~~~:.~,~:.~~~..~.~.~.~N~ I ACCOUNT # I; 4053550012626877 Previous Balance 52.268,49 Statement Closing Date 10/07/02 "'"'"''''''''''"''''' ...........-.~ Payments and Credits 5100.00 Days in Billing Cycle 32 Payment Due Dale 11/01/02 + Cash Advances 5153.00 New Balance $2,370.70 MINIMUM PAYMENT DUE $95.00 + Purchases/Adjustments 50.00 Credit Line 57.350.00 + FINANCE CHARGES 549.21 ........~..,.....,.. uu..uuu....... HUU......u........ .....'.,. Available Credit $4.979.30 = New Balance $2.370.70 Available Cash Advance" 51,833.53 CALL (800) 728-8472 TO MAKE YOUR PAYMENT OVER THE PHONE! I TRANSACTION DETAIL ~ ~.:...'.:,:.:.','....,..;.:..,~,.".;.,""~.~;.:,.'.:"~".x<,, Posting Transaclion Reference Transactions Charges & Date Dale Number Credits. Cash Advances 09/09 09/08 589863623612 ORRSTOWN BANK/427 STONEHE CARLISLE PA 101.50 09/16 09/14 589712313625 ORRSTOWN BANK/427 STONEHE CARLISLE PA 51.50 Payments/Credits 10/02 10/02 117001001837 PAYMENT RECEIVED.. THANK YOU 100.00py Miscellaneous 09/09 09/09 589863623612 'FINANCE CHARGE~ CASH AOVANCE FEE 5.00 09/16 09/16 589712313625 'FINANCE CHARGE' CASH ADVANCE FEE 5.00 11.~.:~.:~~.:~.:~~~:.:~..~~::::~.~:.~.~~.1 TRY A BETTER WAY TO RENT DVDS - FOR FREEl RENT FROM OVER 12,000 DVD TiTlES, NO RENTAL LATE FEES. START YOUR FREE TRIAL TODAY. GO TO WWW.NETFLlX.COM AND ENTER CODE: ClRCUITCITY2 THANK YOU FOR USING YOUR FNANB VISA! TO DATE, THE TOTAL OF YOUR PURCHASES IS 5922.94. YOU ONLY NEED TO CHARGE $2,000 IN PURCHASES TO HAVE YOUR ANNUAL FEE WAIVED NEXT YEAR! I ~.I ~.~.~,~:._.~.~.~ ~~.~ ..~,~.:~.~:~,~.~^:.,.:.~t Average Monthly Corresponding Periodic ANNUAL VISIT OUR Daily Periodic Annual FINANCE PERCENTAGE , WEBSITE AT * Balance Rate ~.W Percentage Rate CHARGE RATE i WWW.FNANB.COM Purchases A 5485.62 1.6500% 19.80% $8.01 SEE REVERSE SIDE FOR Purchases B 50.00 1.6500% 19.80% $0.00 24.84% IMPORTANT INFORMATION Casn Advances C $1.891.49 1.6500% 19.80% $31.20 Purchases D Cash Advances E ." PERIODIC RATE MAY VARY FROM MONTH TO MONTH , SEE EXPLANATION OF CODES ON REVE"SE MAIL BILLING AND OTHER INQUIRIES TO .. AVAILABLE CASH ADVANCE' IS INCLUDED IN ,o1,VAILABLE CREDIT LIMIT FNANS@ . ABBREVIATIONS: .DY' = Payment, .cr" '" Credit P,O, BOX 42364 For 24 l10ur autom~ted Il1formation call {8001 728.8472 RICHMOND, VA 23242.2364 FNANB Customer Service ReDresenlatlve~ are availJble Monday - Friday lOam. 9pm, Saturday 9am. 5pm ET See form 011 reverse side To report your credit ~ard lost or stolen 24 hours a day call {8SS1 898.4142 For T.D.O. (Telephone Device for the Hearll1g Impaired1. call (800) 925.1794 III 4053550012626871 110502 Statement I 40535500126268770000095000002376189 - - FNANB ACCOUNT # 40535500 1262 6877 - PO, BOX 42336 NEW BALANCE S2.376.18 - RICHMOND. VA 23242,2336 - PAYMENT DUE DATE 11/30/02 1"1.\",11"1.11"1",11,11",11."1\,,,1,,,111.,,1,,,\\1,,,\ MINIMUM PAYMENT DUE S9500 FIRST NORTH AME~ICAN NATIONAL BANK 830007 MA'b MAKE CHECKS PAYABLE TO FNANB - P 0 BOX "'rS' K - BAL TIMORE, MD 21283-0007 - 1".111,.,1"1,1,1.,1",111,1",,1,111.,,,,11,1,1.,1,1,",11,1 $ , . 0000000 ROBERT L HUNTSBERGER AMOUNT ENCLOSED 2199 PINE RD NEWVILLE PA 17241-9203 PLEASE INDICATE ANY CHANGE TO ADDRESS OR TELEPHONE BELOW Street Address Home Telephone L-J City-State-Zip BusinessTelephone L I tt Detach Here - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - I B~L~.~.:.:._,~_~_.~..~..~-~,~ ,~ I ACCOUNT INFORMATlONt I ACCOU NT # ~ 4053550012626877 _'.:~.;;.:".:~ _:,',:_'_:_:_.+:_:.;;.;;.x.;;.:.:.:~.:_:';;",:,: ,:,,'0 Previous Balance $2.370.70 Statement Closing Date 11/05/02 "",:,:~_:,:,'-:",:':,:.:,'_Ah Payments and Credits $100.00 Days in Billing Cycle 29 Payment Due Dale 11/30/02 + Cash Advances $61.00 New Balance $2.376.18 MINIMUM PAYMENT DUE $95.00 + Purchases/Adjustments $0.00 Credit Line $7,350.00 + FINANCE CHARGES 544.48 Available Credit $4,973.82 = New Balance $2.376.18 Available Cash Advance" $1.823.32 CAll (800) 728-8472 TO MAKE YOUR PAYMENT OVER THE PHONE! I ~~~~~~~~~O_~ ~~~~~.~j :_.__"'."___./".,d''''''''o,''',',____._>_._.__'.,,_.:,,.,,_._iR Posling Transaction Reference Transactions Charges & Date Dale Number CredHs. Cash Advances 10/15 10/14 559750661536 1000093/1900 RITNER HIGHW CARLISLE PA 61.00 Payments/Credits 10/30 10/30 117000771067 PAYMENT RECEIVED -- THANK YOU 100.00py Miscellaneous 10/15 10/15 559750661536 *FINANCE CHARGE* CASH ADVANCE FEE 5.00 11'=:"~:~~A:_~~~L~:~~~~t Score a touchdown with someone special when you send flowers from The Flower Club! Ordering couldn't be easier when you use your FNANB credit card. Simply call1-BOO-800-SEND (7363) 24-hours a day or log onlo www.circuitcily.flowerctub.com. Mention promotion code C1127C. THANK YOU FOR USING YOUR FNANB VISAI TO DATE, THE TOTAL OF YOUR PURCHASES IS 59B3.94. YOU ONLY NEED TO CHARGE 52,000 IN PURCHASES TO HAVE YOUR ANNUAL FEE WAIVED NEXT YEAR! I ~,~~~_~~.-::--.:-~c~~,~,-~~"~.~.~~~.~-~.:~. .J Average Monthly Corresponding Periodic ANNUAL VISIT OUR Daily Periodic Annual FINANCE PERCENTAGE WEBSITE AT * Balance Rate ... Percentage Rate CHARGE RATE WWW.FNANB.COM Purchases A $486_09 1.6500% 19.80% $8.02 SEE REVERSE SIDE FOR Purchases B $0,00 1.6500% 19.80% $0.00 22.31 % IMPORTANT INFORMATION Cash Advances C $1.906.73 1.6500% 19.80% $31.46 Purchases D Cash Advances E ... PERIODIC RATE MAY VARY FROM MONTH TO MONTH . SEE EXPLANATION OF CODES ON REVERSE MAIL BilLING AND OTHER INQUIRIES TO .. AVAILABLE CASH ADVANCE IS INCLUDED IN AVAILABLE CREDIT LIMIT FNANS@ . A88REVIA~IONS: 'py' = Payment. '~r' = Credit P.O. BOX 42364 For24hO'lrautomated intormatloncall1800) 728.8472 RICHMOND, VA 23242-2364 FNANB Customer Service Representatives are avail~bltl Monday - Friday lOam - 9pm, Saturday 9am - 5pm ET See form on reverse side. To reporlyour credit card lost or stolen 24 hours a day call (aaa) a9a-4142 For TD_D (Telepllone Device for lhe Hearing Impalre'I), call (aOO) 925-1794 III -1053550012626877 120502 Statement I 40535500126268770000093000002325246 - FNANB ACCOUNT # 4053 5500 1262 6877 P,O, BOX 42336 NEW BALANCE S2.325,24 RICHMOND. VA 23242,2336 PAYMENT DUE DATE 12/30/02 1"1.1",11"1.11"1,,,11,11.,,11.,,11,,,1,,,111..,1,.,111.,,1 MINIMUM PAYMENT DUE S93.00 FIRST NORTH AME~ICAN NATIONAL BANK - 830007 MAI~ MAKE CHECKS PAYABLE TO FNANB P D BDX "''iSE K - BAL TIMORE, MD 21283-0007 - 1".111,.,1"1,1,1"1.,.111,1""1.111",,,11,1,1,,1,1,,,,11,1 $ , . 0000000 ROBERT L HUNTSBERGER AMOUNT ENCLOSED 2199 PINE RD NEWVILLE PA 17241-9203 PLEASE INDICATE ANY CHANGE TO ADDRESS OR TELEPHONE BELOW Street Address Home Telephone r I City-State-Zip BllsinessTeiephone ( I tit. Detach Here - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - ~ - - - - - - - - - - - - - ~ - - - - - - - - - - - - - 1 ~~.l~.N.~,~.~~~.~.~.R.~.,~ I ACCOUNT INFORMATION t I ACCOUNT # ~ 4053550012626877 -_~~,~,:,:,":.v.:.:,~'_. .c_'_"~'.'_,.:.,.:.,.:._.:.:.'_- Previous Balance 52,376.18 Statement Closing Dale 12/05/02 :,.~.'_:,:_'.:.c_~,_:",:,:,:'~"',-.. Payments and Credits $100,00 Days in Billing Cycle 30 Payment Due Date 12/30/02 + Ca sh Adva nce s $0.00 New Balance $2,325.24 MINIMUM PAYMENT DUE $93.00 + Purchases/Adjustments $10.00 Credit Line $7.350.00 .. ................... ........... .--^"..." + FINANCE CHARGES $39.06 ..~,~.._. u.uu................M,..~.,..~..',........~.. . .... "._.__.'.'" Available Credit S5.024.76 ~ New Balance $2,325.24 Available Cash Advancen $1,878.84 CALL (800) 728-8472 TO MAKE YOUR PAYMENT OVER THE PHONE! I ~.~~~_,~^'~,~_~:~~,.~.,. ~,:~~.I..:_,..~ Posting Transaction Reference Transactions Charges & Date Date Number Credits. Purchases 11/22 11/21 232633129467 SHEETZ #232 MT. HOLLEY SP PA 10.00 Payments/Credits 12/02 12/02 117001321347 PAYMENT RECE IVED -- THANK YOU 100.00py I IMPORTANT INFORMATION ~ ".:.'".:-.~'*...~.~..<l>..:"+.,J<...:""-,.~.._...:.:--.:__"',,#:,,~c,:d: NO RX PLAN? ON MEDICARE? CALL 1-866-233-4325 CODE NA13 FOR THE PREPAID PHARMACIST'S RX CARD. SAVE NATIONALL V UP TO 40% ON All PRESCRIPTIONS. ONLY $19.95 + $1.9S S&H FOR 6 MONTHS, 30 DAY TRIAL THANK YOU FOR USING YOUR FNANB VISA! TO DATE, THE TOTAL OF YOUR PURCHASES IS 5993.94. YOU ONLY NEED TO CHARGE $2,000 IN PURCHASES TO HAVE YOUR ANNUAL FEE WAIVED NEXT YEAR! I FINANCE CHARGE SUMMARY ~ .-.'.'.'.'.:.'.:.:.:.:,:.:~':.:N"_:",~'_: .~'_~: ':':_'_:~.;_'+~'_:':" ':'~;'A Average Monthly Corresponding Periodic ANNUAL VISIT OUR Daily Periodic Annual FINANCE PERCENTAGE WEBSITE AT * Balance Rate on Percentage Rate CHARGE RATE WWW.FNANB.COM Purchases A $491.97 1.6500% 19.80% $8.11 SEE REVERSE SIDE FOR Purchases B $0.00 1.6500% 19.80% $0.00 19.80% IMPORTANT INFORMATION Cash Advances C 81.875.86 1.6500% 19.80% $30.95 Purchases 0 Ca sh Adva nces E ... PERIODiC RATE MAY VARY FROM MONTH TO MONTH . SEE EXPLANATiON Of' CODES ON REVERSE MAil BILLING AND OTHER INQUIRIES TO U AVAiLABLE CASH ADVANCE IS INCLUDED IN AVAILABLE CREDIT LIMIT FNAN8@ . ABBREVIATIONS: 'py'=Payment. 'cr'=Credit P,O. BOX 42354 For 24 hOllrautomated Inlormation call (800) 728.8472 RICHMOND. VA 23242.2354 FNANB Customer Service Representatives are available Monday - Friday lOam. 9pm, Saturday 9am - Spm ET See form on reverse ,ide To (eportyour cro!!dlt card lost or stolen 24 hours a day call (558\898-4142 For T D.O. (To!!lepllone Devlce for the Hear'n9 Impaired), call (800) 925-1794 , "':::"':::"ilil1 ':'f.;?r;;>" 010603 Statement I 40535500126268770000208000002909934 - FNAN B ACCOUNT # 40535500 1262 6877 - P,O, BOX 42336 NEW BALANCE $2.909.93 - RICHMOND. VA 23242,2336 - PAYMENT DUE DATE 01/31/03 1"1,1,..11"1.11"1,,,11,11...\1.,,11..,\,,.111..,1,..\\1,,,1 MINIMUM PAYMENT DUE $208,00 FIRST NORTH AHEIHCAN NATIONAL BANK 830007 MAI~ MAKE CHECKS PAYABLE TO FNANB - P 0 BOX "'I'S' K - BAL TIHORE, HD 21283-0007 - \,..111,.,1"1.1,1.,1",111,1""1,111,,,,,11,1,1,,\,1,,,,11,I $ , . 0000000 ROBERT L HUNTSBERGER AMOUNT ENCLOSED 2199 PINE RD NEWVILLE PA 17241-9203 PLEASE INDICATE ANY CHANGE TO ADDRESS OR TELEPHONE BELOW Street Address Home Telephone I I City.State'Zip Business Telephone ( I ti! Detach Here - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - I BALANCE SUMMA~.;.,.~ I ~~~~'~:'~~:":~;::':~:~',:.~v~~.ON ~ I ~.~:~.~~:~~~~~ 4053550012626877 I Previous Balance $2.325.24 Statement Closing Date 01/06/03 ...............,...,..,.. Payments and Credits $74.13 Days in Billing Cycle 32 Payment Due Date 01/31/03 + Cash Advances $403,00 New Balance $2,909.93 MINIMUM PAYMENT DUE $208.00 -I- Purchases/Adjustments $200.32 Credit line $7.350.00 .,....".,",:."".~.,'"''' ......+..x.:.\<..:.'.:,'.:~...'.;.:.'. ";"';';"';'. '~,,'''..,.~, ..A + FINANCE CHARGES 555.50 Available Credit $4,440.07 = New Balance $2,909.93 Available Cash Advance.. $1.475.84 CALL (800) 728-8472 TO MAKE YOU R PAYMENT OVER THE PHONE! I TRANS~~~~~,N ~ET~~~ ^~ """'~,:~..i,:,..""""=',.",, .~:.:.",~,~~~"~"'" Posting Transaclion Reference Transactions Charges & Dale Dale Number Credits. Purchases 12111 12109 327685337479 LOWE'S #405 MECHANICBURG PA 156.32 12116 12/14 234936043380 SHEETZ #232 MT. HOLLEY SP PA 15.00 Cash Advances 12/30 12129 589718603624 ORRSTOWN BANK/427 STONEHE CARLISLE PA 301.50 01/06 01/04 589553333645 ORRSTOWN BANK/427 STONEHE CARLISLE PA 101.50 Payments/Credits 12/19 12117 327711326011 LOWE'S #405 MECHANICBURG PA 74.13cr Miscellaneous 12/30 12/30 589718603624 "FINANCE CHARGE. CASH ADVANCE FEE 9.05 01/06 01/06 589553333645 "FINANCE CHARGE" CASH ADVANCE FEE 5.00 01/06 01/06 LATE PAYMENT CHARGE 29.00 I ~~.~~~:::~~,I.~,F.O:~A~^I~;~J WE HAVE NOT RECEIVED YOUR PAYMENT. PROMPT PAYMENT MUST BE MADE TO PREVENT REPORTING TO THE NATIONAL CREDIT BUREAUS. I ~~~~.~CE,C~A~.G~. S.~.~~.~~~....~ ',',',',','.',". .......;.;...:+ ...'.'....'.:.,.,..,.,.",.....,..,.,.,.,.,,,.,.,'-' Average Monthly Corresponding Periodic ANNUAL VISIT OUR Daily Periodic Annual FINANCE PERCENTAGE WEB SITE AT * Balance Rate *** Percentage Rate CHARGE RATE WWW.FNANB.COM Purchases A 5607.02 1.6500% 19.80% $10.01 SEE REVERSE SIDE FOR Purchases B $0.00 1.6500% 19.80% $0.00 26.51% IMPORTANT INFORMATION Cash Advances C 51.905.65 1.6500% 19.80% $31.44 Purchases D Cash Advances E ... PERIODIC RATE MAY VARY FROM MONTH TO MONTH . SEE EXPLANATION OF- CODES ON RE'v'ERSE MAIL BILLING AND OTHER INQUIRIES TO ,. AVAILABLE CASH ADVANCE IS INCLUDED IN AVAILABLE CREDIT LIMIT FNANB@ . ABBREVIATIONS: 'py.= Payment, 'cr'=Credit P,O, BOX 42364 For 24 hourautomaled information call (800)728.8472 RICHMOND, VA 23242-2364 FNANB Custom!lr S!lrvice Representatives are aval:3ble Monday. Friday lOam. 9pm. Saturday 9am. 5pm ET See form on reV!lrse ,Ide. To report your credit card lost or ,tolen 24 hours a day call (888) 898.4142 For TOO, ITelephone DeVice for the Hearhg Impaired), call (800) S25.1794 !llC;'lC;"l1fl1';'h?R.'177 . 020503 Statement I 40535500126268770000123000003062982 - - FNANB ACCOUNT # 4()53 5500 12626877 - P.O. BOX 42336 NEW BALANCE 53.062,98 - RICHMOND, VA 23242,2336 PAYMENT DUE DATE 03/02/03 1"1.1",11,,1,11,,1,,,11,11.,,11.,,11.,,1..,111..,1,..111,..I MINIMUM PAYMENT DUE 5123,00 FIRST NORTH AMERICAN NA Tl ONAL BANK 830007 MAIL MAKE CHECKS PAYABLE TO FNANB - P 0 BOX "'yS'CK - BAL Tl MORE, MD 21283-0007 - 1,..111...1"1.1,1.,1",111,1.."1.111,,,,,11,1,)..\,1..,,11,1 $ , . 0000000 ROBERT L HUNTSBERGER AMOUNT ENCLOSED 2199 PINE RD NEWVILLE PA 17241-9203 PLEASE INDICATE ANY CHANGE TO ADDRESS OR TELEPHONE BELOW StreeIAddress____ Home Telephone I I City-State-Zip Business Telephone I I tit Detach Here -------------------------------------------------------------------------------- I ~~~~~~.-:-:.,_~.~.-~..~.-~~~,J I ACCOUNT INFORMAT~O.~ t I ACCOUNT # ~ 4053550012626877 ; .... ,-,-. .'.'';':. :,:...:,:,;.:.,..:.:.;.'.:.;,;,',~:,";.:.:.:.:.,,_.:.:-,...:.:., Previous Balance 82.909.93 Statement Closing Date 02105/03 :.:.:.:.~.:..-:.'.'.:,..:.;,..:,;;;'''',., Payments and Credits $310.00 Days in Billing Cycle 30 Payment Due Date 03/02103 + Cash Advances $403.00 New Balance $3.062.98 MINIMUM PAYMENT DUE $123.00 + Purchases/Adiustments $0.00 Credit Line $7,350.00 ..:.;,:.:.:.........."...,,"'..........,;.:.:.:':...)...~h..:.:.:...;.:.:.:.;.:.:.;.;';':';':':':';':';':', ..ii + FINANCE CHARGES S60.05 Available Credit $4.287.02 = New Balance $3,062.98 Available Cash Advance*" $1.259.28 CALL (800) 728-8472 TO MAKE YOUR PAYMENT OVER THE PHONE! I ~~A^NS~~~I~~ DE~AI.L,t- .~".,o'.... ..'^.^.^..~."",.,.,= ..u.......".,'.. Posling Transaction Reference Transactions Charges & Date Date Number Credits. Cash Advances 01/23 01/22 589786053638 ORRSTOWN BANK/RT 174 WALN SHIPPENSBURG PA 101.50 02/03 01131 589727613697 ORRSTOWN BANK/427 STONEHE CARLISLE PA 301.50 Payments/Credits 01/07 01/07 117000182007 PAYMENT RECEIVED -- THANK YOU 100.00py 01/23 01/23 117000142257 PAYMENT RECEIVED.. THANK YOU 210.00py Miscellaneous 01/23 01/23 589786053638 wFINANCE CHARGEw CASH ADVANCE FEE 5.00 02103 02103 589727613697 .FINANCE CHARGEw CASH ADVANCE FEE 9.05 jlMPORTANT INFORMATION ~ '~"":';-~"':';-""W~;';'Y~ DO your taxes in 30 minutes and gel your refund in 10 days with IRS e-tiIe from www.ezTaxReturn.com. FREE to try. pay when you file. Just $24.95 with Coupon Code FNA387. THANK YOU FOR USING YOUR FNANB VISAl YOU ONLY NEED TO CHARGE 529 MORE TO YOUR ACCOUNT TO HAVE YOUR ANNUAL FEE WAIVED NEXT YEAR. I ~;.~,~.~ ~.:,~.,,~~~~:~:~:.~:..~ ~~.~:~,~.~,:.:.:J Average Monthly Corresponding Periodic ANNUAL VISIT OUR Daily Periodic Annual FINANCE PERCENTAGE WEBSITE AT * Balance Ratem Percentage Rate CHARGE RATE WWW.FNANB.COM Purchases A $599.77 1.6500% 19.80% $9.88 SEE REVERSE SIDE FOR Purchases B $0.00 1.6500% 19.80% 50,00 25.83% IMPORTANT INFORMATION Cash Advances C 52.189.66 1.6500% 19.80% $36,12 Purchases 0 Cash Advances E ... PERIODIC RATE MAY VARY FROM MONTH TO MONTH . SEE EXPLANATiON 01'" CODES ON REVERSE MAIL BILLING AND OTHER INQUIRIES TO: .. AVAILABLE CASH ADVANCF.: IS INCLUDED IN AVAILABLE CREDIT LIMIT FNANB@ . ABBREVIATIONS: 'py' = Payment, 'cr'=Credit P.O. BOX 42354 For 24 hour automated informalloncalllBOO) 726.6472 RICHMOND. VA 23242-2364 FNANB Customer Service Representatives are available Monday - Friday lOam.. 9pm, Saturday 9am - 5pm ET See form on reverse side To report YOl.lr credit card lost or stolen 24hoursadaycall (B6B) B9 6.4142 ForT.DD. ITeleohone Device for the Heanng Impaired\, call (BOO) 925-1794 '(l<:~<:<:nn1';''::;?F;R77 . 060503 Statement I 40535500126268770000358000003073753 - - FNAN B ACCOUNT # 40535500 1262 6817 - P,O. BOX 42336 NEW BALANCE S3.073,75 - RICHMOND. VA 23242,2336 - PAYMENT DUE DATE 06/30/03 1"1,1,,,11,,1.11,,1,,,11,11,,.11.,,11..,1,..111,..1,,.111,..I MINIMUM PAYMENT DUE 5358,00 FIRST NORTH AMER'ICAN NATIONAL BANK - 830007 MAIL MAKE CHECKS PAYABLE TO FNANB P 0 BOX ....ySECK - BAL TIMDRE, MD 21283-0007 - 1."111".1"1.1,1,,1,,,11\,1,,,1,1,,1,1,.1.,1,,1.1,,11,1,,,\1 $ , . 0000000 ROBERT L HUNTS BERGER AMOUNT ENCLOSED 1123 CENTERVILLE RD NEWVILLE PA 17241-9554 PLEASE INDICATE ANY CHANGE TO ADDRESS OR TELEPHONE BELOW Street Address Home Telephone ( I City.State-Zip Business Telephone ( I tit Detach Here -------------------------------------------------------------------------------- I ~..~,~.~:~,::,:~,~.~ .M. ~.~.R.~_ _~ I ~,:~:~,~:.~:..,~,~_~:~.:.:.,~~~.~:~:_t I ACCQU NT # ~ 4053550012626877 Previous Balance $2.995.34 Statement Closing Date 06/05/03 '.:_!_:+y._:'~:+:,:_:~,.:_:_:,:,;; Payments and Credits $0.00 Days in Billing Cycle 31 Payment Due Date 06/30/03 + Cash Advances $0.00 New Balance $3.073.75 MINIMUM PAYMENT DUE $358.00 + Purchases/Adjustments $29.00 Credilline $8,350.00 + FINANCE CHARGES $49.41 ....:M.:.:_~<<_:_j.t.:_:':+:_:_:_y._.~._,=._,=_".,,_,."',__'_'_'_'_'___ '._. '.'._ _.~"...",.~ Available Credit $5.276.25 = New Balance $3,073.75 Available Cash Advance-- $1,892.14 CALL (800) 728~8472 TO MAKE YOUR PAYMENT OVER THE PHONEI I TRANSACTION DETAIL h _AJ...';:+",_\'._",.'.:."""._d,:,""",.'iy,.o:.>-'A_+.~_''; Posting Transaction Reference Transaclions Charges & Dale Dale Number Credits. Miscellaneous 06/05 06/05 LATE PAYMENT CHARGE 29.00 jlMPORTANT INFORMATION j "".......2<;;.;;;.;.;.,.:.'""'--"-~4i; YOUR ACCOUNT IS CURRENTLY OVER 1 MONTH PAST DUE AND THIS DELINQUENCY HAS BEEN REPORTED TO THE NATIONAL CREDIT BUREAUS. TO PRESERVE YOUR CHARGE PRIVILEGES. PLEASE REMIT THE TOTAL DUE TODAY I ~.~.~.~,~:.~^,:.~.~~~_~. ~~~ MARY ~ "''-- ------------.-----" Average Monthly Corresponding Periodic ANNUAL VISIT OUR Daily Periodic Annual FINANCE PERCENTAGE WEBSITE AT * Balance Rate ..* Percentage Rate CHARGE RATE WWW.FNANB.COM Purchases A $635.80 1.6500% 19.80% $10.48 SEE REVERSE SlOE FOR Purchases B $0.00 1.6500% 19.80% $0.00 19.79% IMPORTANT INFORMATION Cash Advances C $2.359.54 1.6500% 19.80% $38.93 Purchases 0 Cash Advances E ... PERIODIC RATE MAY VARY FROM MONTH TO MONTH . SEE EXPLANATION OF CODES ON REVERSE MAIL BILLING AND OTHER INQUIRIES TO- .. AVAILABLE CASH ADVANCE IS INCLUDED IN AVAILABLE CREDIT LIMIT FNANB@ · ABBREVIATIONS: 'py' = Payment. 'cr'=Credit P.O. BOX 42364 For 24 hour automated information call (600) 726.1)472 RICHMOND, VA 23242-2364 FNANB Customer Service Representatives are available Monday. Friday lOam - 9pm, Saturday 9am - 5pm ET Sell form on reverse side To reporl your credit card lost or stolen 24 hOl,rs a day call (88B) 698.4142 For TO_O (Telephone Device for the Hearing Impaired). call (600) 925-1794 ! II 4053550012626877 }.'_. . .... u.s. POSTAGE ~ PAW OAKLANO.CA 9~611 JUN 18. '03 UIoIITEOSrl1rES AMOUNT l'osrl1~ SERVICE 0000 $7.90 17013 00054538-31 //}-6~-6 COMMONWEALTH OF PENNSYLVANIA ~ BUREAU OF INDIVIDUAL TAXES *' DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 250601 INHERITANCE TAX HARRISBURG~ PA 17128-0601 STATEMENT OF ACCOUNT REV-IU1EX AFP (01-05) DATE 08-25-2003 ESTATE OF BARTLETT SUZANNE T DATE OF DEATH 03-19-2002 FILE NUMBER 21 02-0481 -2 (, COUNTY CUMBERLAND JERED L HOCK ESQ .- ACN 101 METZGER WICKERSHAM I Alllount Remitted I PO BOX 5300 HBG PA I:7pO MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE __ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y- =i6ifj-ix-AFij-foFiiiY------..iii.--iNirERITANc'E--fAx-sTiiiEHENf-ifF'-AC-coUi,ji--.....---------------- -- - -- ESTATE OF BARTLETT SUZANNE T FILE NO.21 02-0481 ACN 101 DATE 08-25-2003 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE, SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE, DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-28-2003 PRINCIPAL TAX DUE:_ 2,592,14 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 12-18-2002 CDOO1984 ,00 450.00 06-18-2003 CD002711 ,00 2,125,00 08-08-2003 CD002886 53.93- 71. 08 TOTAL TAX CREDIT 2,592,15 BALANCE OF TAX DUE ,OlCR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE ,OlCR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU MAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, J Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7 ) 240-6345 Date: 2/02/2005 HOCK JERED L ESQ P 0 BOX 5300 3211 NORTH FRONT STREET HARRISBURG, PA 17110 RE: Estate of BARTLETT SUZANNE T File Number: 2002-00481 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate, As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration, This filing will become delinquent on: 3/19/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ~ ~ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Suzanne T. Bartlett, a/k/a Suzanne Tassone Bartlett Date of Death: March 19, 2002 Estate No.: 2002-00481 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes D No Jil 2. If the anSwer is No, state when the personal representative reasonably believes that the administration will be complete: June 30, 2005 3. Ifthe answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes D NoD b, The separate Orphans' Court No. (if any) for the personal representative's account is: c, Did the personal representative state an account informally to the parties in interest? Yes D No D c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with k of the Orphans' Court and may be attached to this report. Date: t- / CS /2005 Signa -" "') C) (. Jered L. Hock, Esquire Name 3211 N. Front St., PO Box 5300 Harrisburg, PA 17110-0300 Address (717) 238-8187 Telephone No. Capacity: D Personal Representative j !Xl Counsel for personal representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/17/2006 HOCK JERED L ESQ POBOX 5300 3211 NORTH FRONT STREET HARRISBURG, PA 17110 RE: Estate of BARTLETT SUZANNE T File Number: 2002-00481 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/19/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner St:~Sbau~-- Clerk of the Orphans' Court cc: File Personal Representative(s) rb Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/06/2006 TASSONE KRISTINA A 5699 MERRIEWOOD DRIVE OAKLAND, CA 94611 RE: Estate of BARTLETT SUZANNE T File Number: 2002-00481 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 3/19/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~y March 13,2006 SINCE 1888 3211 North Front Street P.O. Box 5300 Harrisburg, PA 17110-0300 717-238-8187 Fax: 717-234-9478 Ms. Glenda F. Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Other Offices Colonial Park Lancaster 717-652-7020 717-431-0138 Mechanicsburg MiIlersburg 717-691-5577 717-692-5810 Shippensburg York 717-530-7515 717-843-0502 Re: Estate of Suzanne T. Bartlett No. 2002-00481 Dear Ms. Strasbaugh: Enclosed for filing is Status Report Under Rule 6.12. So that I may be sure this mailing has been received and the filing completed, please stamp the extra copy ofthe Report with your clock-in stamp and return it to me in the pre-posted envelope provided. Thank you. Very truly yours, Q :n METZGER, WICKERSHAM, KNAUSS & ERB, P.C. (, \ \ \ ",..: \.,,,,,,-,,,~' '.""-"~ I .'or" -,,^ ~ .~ ; I '. "",,,,,~ J ered L. Hock JLH/ammO.fI\rl' Enclosures Ul -.J cc: Kristina A. Webster (w/enc., via e-mail kristwehster@y~hoo com) James F. Carl Edward E. Knauss, IV' Jered L. Hock Steven P. Miner Clark DeVere Francis J. Lafferty, IV Andrew W. Norfleet Karen W. Miller 349708-1 Mark E. Clouser . Board Certified in civil trial law and advocacy b1f~he National Board STATUS REPORT UNDER RULE 6.12 Name of Decedent: Suzanne T. Bartlett Date of Death: 3/19/2002 Will No. 2002-00481 Admin. No. Pursuant to Rule 6. 12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: * 1 . State whether administration of the estate IS complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3 . If the answer to No. 1 is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes X No b . The separate Orphans I Court No. (if any) for the personal representative I s account is : 21-2002-0481 c . Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be a~ort. ~ Date.~ ~ ,_ Ignature t{:> Jered L. Hock. Esauire Name (Please type or print) 3211 North Front Street, PO Box 5300 Harrisbura PA 17110-0300 Address (717 ) 238- 8187 Tel. No . Capacity : Personal Representative x Counsel for personal representative *NOTE: Income tax returns will be filed by deadline this spring. All distributions have, however, been made, as per Petition for Distribution and court confirmation. \\ft " --.. . --. --_._/----------- ';d :xJ j ~ j j 0:\ ~ .~, j ,'.\ '. '3 ..... '3 ..... . ,- ~' \PI "'1 , .j,j ." ~ ~ ~ 13. ~ ~ ..-t o ~~ (lO~ ~; ~ ';j ~ \1l c:'f o;:::-:CW... 1:111:11 ~ Q ~ &. ~ .oou,," ""=' ~ 'a- f'I'~ 0 ~g~~~: ~ -l~~ ~'lCh l o CW ? 0 W Q....' 02~ ;.~ ~~S'~~ -l~&.~~ i-~ ~ lft- . ~ o ~ ..-t ..... 'It,...,,,. ~ n 1" \) 1" ~ ) 1"\ 0\J1 H ~~ ~ ,-\; ~ __ .~... tti Id OH ~~ o \00 ~d ~ ~d ~';x\ H < tti .~ H ~(~-~~. .",.~6) .'<:3-, ~ ~..__./~ Ul "L 0 ~ - .. )( '"L H - po q {I\ - - '-.l -, 0 - r 0 - - (:) '(i\ - (,) cr'X1 = (j) %.Ht1\ \I) = \I) l><"'" ~ - - t,) m~C \Jl - ~ r'Dll - m tf\1>'Z {i) - 4r-' - OlT\O .... = - '* i\l>1t'l - - (,) OU)ti\ - 0 11 Z t\) ~'])O -::- \i) DOM - \ :nOll 0 0:0 i.I) - U\ f.\ 0 - (Jl \Il \i) JJ\ 0 - ij\ \i\ ~ :. \ 0 ...... - 0 ~ -...1 $>>- \ ...... ~ 0 . .' ~ 0 (J\ " COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF SUZANNE T. BARTLETT NO. 2002-00481 PA NO. 21-02-0481 FIRST AND FINAL ACCOUNT OF Kristina T. Webster, formerly known as Kristina A. Tassone, Executrix For ESTATE OF Suzanne T. Bartlett, a/k/a Suzanne Tassone Bartlett, Deceased Date of Death : March 19, 2002 Date of Executor's Appointment : May 16, 2002 Date of Grant of Letters : May 16, 2002 Dates of Advertisement of Grant of Letters Cumberland Law Journal : June 21 and 28 and July 5, 2002 The Sentinel : June 14, 21, and 28, 2002 Accounting for the Period : March 19, 2002 to March 31, 2005 (") ,.." ~o ~ ' Purpose of Accou~t: . Kristina T. ".' ebst~r, f/k/a Kristin~ A. Tassone, ExecIFff~~hiS {:~ @!1 Account to acquamt mterested partIes WIth the transactIOns that have occur!' _ gI,urmg.her ,',(.] '::5 administration. The Account also indicates the proposed distribution of the)~fJRe. - ':d [:9 -") (.-s S) --,_:: "- '-- -1 -0 ,..'..... ) ,.J:::: :Ji:: '1 --j'; It is important that the Account be carefully examined. Requests for addi~liiiJal:- 25 information or questions or objections can be discussed with: .~:- ~ :.~; f ", C:l Kristina T. Webster 5699 Merriewood Drive Oakland, CA 94611 (510) 594-0730 319424-] , SUMMARY OF ACCOUNT Fiduciary Current Acquisition Page Value Value Proposed Distribution to Beneficiaries 15 Principal Receipts 1 Personalty 2 $ 97,655,92 Realty 2 $ 22,089.04 Net Gain (or Loss) on Sales or Other Dispositions 3 $ (7,372.35) Less Disbursements: 6 Debts of Decedent $ 2,498,00 6 Funeral Expenses $ 17,611.59 6 Administration Expenses $ 3,487,83 6 Other $ 200.00 7 Federal and State Taxes $ 2,646.08 7 Fees and Commissions $ 8,895,08 7 Reserve to Pay $ 2,180.00 7 $ 37,518,58 Balance Before Distributions $ 74,854,03 Distributions t%n Behalf of Beneficiaries 9 $ 30,500.00 Principal Balance on Hand $ 44,354,03 For Information: Investments Made Changes in Investment Holdings Income Receipts 12 $ 2,714.62 Less Disbursements 13 Federal and State Taxes $ 7,225.40 13 Reserve to Pay $ 25,00 13 $ 7,250.40 Balance Before Distributions $ (4,535.78) Distribution to Beneficiaries $ 0.00 Income Balance on Hand $ (4,535.78) Combined Balance on Hand $ 39,818,25 (i) 319424,1 , RECEIPTS OF PRINCIPAL Fiduciary Assets Listed in Inventory Acquisition (Valued as of Date of Death) Value Cash: Members 1st, #185951-00 $ 5,384,16 Members 1st, #185951-11 $ 200.00 Merrimack County Savings Bank, #123902239 $ 11,814.83 Merrimack County Savings Bank, #125802540 $ 6.143,79 Subtotal $ 23,542,78 Decedent's one-half $ 11,771.39 Remainder of .38778 of one-half after expiration of Slayer-Spouse's life estate $ 4,564,71 $ 16,336.10 Tangible Personal Property: Vehicle 1999 Honda Odyssey $ 15,000.00 Furniture Household claim for items retained by V,S. Military $ 2,500.00 Household items retained by family $ 5,000.00 Net proceeds from Sale of household items by Zeigler Auction $ 3,432,18 Reimbursement from Commonwealth ofPA to offset funeral expenses $ 3.185.00 Subtotal $ 29,117,18 Decedent's one-half $ 14,558.59 Remainder of ,38778 of one-half after expiration of Slayer-Spouse's life estate $ 5,645.53 $ 20,204,12 Stocks: Funds Allocated as per Slayer's Act, although ioint with David P. Bartlett AIM Funds $ 5,416.83 American Century $ 10,702.59 (1) 319424,1 , Janus $ 14,719.47 T, Rowe Price $ 12,809.60 TD Waterhouse $ 5,060.35 U.S. Savings Bond, EE $50, issued 03/1990 $ 50.82 U.S. Savings Bond, EE $50, issued 10/1990 $ 47.92 U.S, Savings Bond, EE $50, issued 11/1989 $ 50,82 U.S. Savings Bond, EE $50, issued 12/1993 $ 37.18 USAA, Account #35900248958 $ 1,557.37 USAA, Account #46900765907 $ 125,54 USAA, Account #65260631 $ 3.414.90 Subtotal $ 53,993.39 Decedent's one-half $ 26,996.70 Remainder of .38778 of one-half after expiration of Slayer-Spouse's life estate $ 10,468,78 $ 37,465.48 IRA: Janus, IRA proceeds $ 3,567.46 Pioneer Investments, IRA proceeds $ 5,535,74 Neuberger Berman, IRA proceeds $ 14,487.02 $ 23,590.22 Cash of decedent $ 60,00 Total Personalty $ 97,655.92 Realty: Real estate located at I Stewart Driye, Carlisle, P A. Sold since DOD, with net proceeds of $31 ,833,63. $ 31,833.63 Decedent's one-half $ 15,916.82 Remainder of .38778 of one-half after expiration of Slayer-Spouse's life estate $ 6.172.22 Total Realty $ 22,089.04 Total Inventory $ 119.744.96 (2) 319424-1 , GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Gain Loss Household claim for items retained by D,S. Military, valued at $2500, but discontinued because of denial of claim and lack of economic viability for pursuing by appeal Net Proceeds $ 0,00 Fiduciary Acquisition Value $ 2,500,00 $ 0.00 $ 2,500.00 Zeigler Auction Proceeds Net Proceeds; $3432,18 x ,69389 $ 2381.56 Fiduciary Acquisition Value; $3432,18 x ,69389 $ 2381.56 $ 0.00 $ 0.00 Pioneer Investments Net Proceeds $ 5,535.74 Fiduciary Acquisition Value $ 5.534,74 $ 1.00 $ 0.00 Neuberger Berman Net Proceeds $ 7,015.41 Fiduciary Acquisition Value $ 7,015.41 $ 0,00 $ 0,00 Neuberger Berman Net Proceeds $ 2,086.21 Fiduciary Acquisition Value $ 2,086,21 $ 0.00 $ 0.00 Neuberger Berman Net Proceeds $ 5,385.40 Fiduciary Acquisition Value $ 5,385.40 $ 0,00 $ 0,00 Janus Net Proceeds $ 3,567.48 Fiduciary Acquisition Value $ 3,567.48 $ 0.00 $ 0.00 T. Rowe Price Net Proceeds; $11,261.55 x .69389 $ 7,814,28 Fiduciary Acquisition Value; $12,809.60 x .69389 $ 8,888.45 $ 0,00 $ 1,074.18 (3) 319424,1 T. D. Waterhouse (sold 07/03/03) Net Proceeds; $3186 x .69389 $ 2,210.80 Fiduciary Acquisition Value; $5060 x .69389 $ 3.511.33 $ 0,00 $ 1,300,53 American Century (sold 12/30/03) Net Proceeds; $10,267,93 x ,69389 $ 7,124.81 Fiduciary Acquisition Value; $10,702,59 x .69389 $ 7.426.42 $ 0,00 $ 301.61 USAA, Account #35900248958 Net Proceeds; $1191.42 x .69389 $ 826,71 Fiduciary Acquisition Value; $1557,37 x .69389 $ 1.080.64 $ 0.00 $ 253.93 USAA, Account #46900765907 Net Proceeds; $115.80 x .69389 $ 80,35 Fiduciary Acquisition Value; $125.54 x ,69389 $ 87.11 $ 0,00 $ 6,76 USAA, Account #65260631 Net Proceeds; $2407.50 x .69389 $ 1,670.54 Fiduciary Acquisition Value; $3414.90 x .69389 $ 2,369,56 $ 0.00 $ 699.02 Janus Fund Net Proceeds; $11,927.74 x ,69389 $ 8,276,54 Fiduciary Acquisition Value; $14,719.47 x ,69389 $ 10.213.69 $ 0.00 $ 1,937.15 AIM Funds Net Proceeds; $6411,10 x ,69389 $ 4,448.60 Fiduciary Acquisition Value; $5416.83 x .69389 $ 3,758.68 $ 689,91 $ 0.00 Real Estate of Decedent Net Proceeds; $31,833.63 x .69389 $ 22,089,04 Fiduciary Acquisition Value; $31,833.63 x .69389 $ 22.089.04 $ 0.00 $ 0.00 U.S. Savings Bonds Net Proceeds; $201.04 x .69389 $ 139.50 Fiduciary Acquisition Value; $186.74 x .69389 $ 129.58 $ 9.92 $ 0.00 (4) 319424,1 - Total Gains and Losses $ 700.83 $ 8,073.18 Less Loss $ 8,073.18 Net Gain or Loss $ (7.372.35) (5) 319424-1 - DISBURSEMENTS OF PRINCIPAL Debts of Decedent Uncleared check #5448 written on 02/22/02 $ 10.00 Uncleared check #5449 written on 02/22/02 $ 10,00 Uncleared check #5460 written on 03/05/02 $ 24.00 Uncleared check #5463 written on 03/06/02 $ 20.00 Uncleared check #5464 written on 03/11/02 $ 17.00 USAA Visa/Mastercard transaction on 03/11/02 $ 2,005.00 Uncleared check #5465 written on 03/12/02 $ 26,00 Uncleared check #5466 written on 03/13/02 $ 54.00 Uncleared check #5467 written on 03/13/02 $ 32.00 Electronic funds transfer on 03/19/02 (Fidelity) $ 300.00 $ 2,498,00 Funeral Expenses Anthony Funeral Chapel, funeral $ 10,2/1.59 Holy Sepulchre Cemetery, grave lot $ 2,400.00 Hart Monument Co., grave stone $ 5.000.00 $ 17,6/1.59 Administration Expenses Cumberland County Register of Wills, probate fees of $295 paid by Executrix and reimbursement waived $ 0.00 Uhaul, truck rental to move household goods from decedent's home $ 276,54 Kristina A. Tassone, travel from Rochester, NY to Carlisle, P A to probate Will, expenses $176.80 waiyed $ 0.00 AT&T, collect calls from Dayid p, Bartlett re: estate $ 317.92 PA Dept. of Health-Division of Vital Records, Death Certificates $ 35.65 Cumberland County Register of Wills, Short Certificates $ 99,00 Federal Express, mailings regarding estate $ 51.52 Mail Boxes, Etc., photocopies and faxes re: estate $ 7.68 U.S, Post Office, postage for estate related matters $ 77.42 Hertz Car Rental, expense for car while in Carlisle to settle estate and close house $ 180.3/ Hampton Inn, lodging for family and friends to help clean and move house furnishings in Carlisle after death of decedent and incarceration of husband; $605.57 waived on total bill of$1040.78, leaving $435.21 paid $ 435.21 ABF Freight Systems, shipping household goods from Carlisle, PA to Enfield, CT; $143.91 waived $ 0.00 (6) 3]9424~1 - . United Airlines, flight for movers and necessary flight change fee, $860 waived on total bill of $935, leaving $75 paid $ 75,00 Kristin Chu, reimbursement for UA flight change fee $ 75,00 Cumberland County Prothonotary, fee for copy of Custody Agreement $ 4.00 Rite-Aid, photocopies of documents $ 2,71 Cumberland County Register of Wills, remaining probate fees $ 175,00 Angela Smith, contribution for helping with tax year ending 2004 $ 540.00 Angela Smith, contribution for helping with tax year ending 2005 $ 50.00 Angela M, Miller, notary fee $ 2.00 Metzger Wickersham, tax return preparer fees $ 750.00 Metzger Wickersham, reimbursement for photocopy, fax, postage, long distance calls, etc. $ 332.87 $ 3,487.83 Other Withdrawal by Slayer from Members I sl Account No. 185951-11 $ 200.00 $ 200.00 Federal and State Taxes Register of Wills, Agent, estimated inheritance tax $ 450.00 Register of Wills, Agent, inheritance tax $ 2,125,00 Register of Wills, Agent, final inheritance tax $ 71.08 $ 2,646,08 Fees and Commissions Lynn McBride, legal fees for drafting custody agreement; $1750 paid by Tassone family members, not to be reimbursed from estate $ 0.00 Hanft & Knight, P.c., legal fees $ 334.08 Bob Leone, legal retainer for guardianship to settle remaining financial assets $ 2,000.00 Metzger Wickersham, legal fees charged at $ 125/hour (a discount from counsel's usual rate), billed contemporaneously and billed to the one-tenth of the hour increments, Please note that there were extensive intricacies of disclaimers by David p, Bartlett and many other matters. $ 6,561.00 $ 8,895.08 Reserve to Pay Metzger Wickersham, income tax return preparer fee for year end 02/28/2005 $ 250.00 (7) 319424,1 -- . Metzger Wickersham, final fees (assuming no litigation or other matters beyond routine settlement) $ 1,675.00 Register of Wills, filing of Account $ 230.00 Register of Wills, filing of Releases $ 25.00 $ 2,180.00 Total Disbursements $ 37.518.58 (8) 319424,1 ---- - DISTRIBUTIONS OF PRINCIPAL TO/ON BEHALF OF BENEFICIARIES Vanessa Tassone, aunt and custodian for children of decedent, 1999 Honda: for use in transportation for children, transfer being necessary to obtain insurance where van is garaged $ 15,000,00 Vanessa Tassone, aunt and custodian for children of decedent, household items, consisting of personal items of children and other necessary household items for accommodation of children in living with Vanessa Tassone $ 5,000.00 Vanessa Tassone, aunt and custodian for children of decedent, cash for expenses of caring for children $ 10,500.00 Total Distributions $ 30.500.00 (9) 319424,] - PRINCIPAL BALANCE ON HAND Principal balance consists of funds held with Raymond James, headquartered at 222 West Comstock Avenue, Suite 215, Winter Park, FL 32789, Accounts consist of cash and liquidatable assets, money market funds, mutual funds, and closed end funds. (10) 319424,1 - INFORMATION SCHEDULES - PRINCIPAL Assets were liquidated/distributed as per Schedule of Gains and Losses on Sales or Other Dispositions and as per Distributions of Principal Schedules attached hereto, (II) 319424-1 - RECEIPTS OF INCOME Dividends: Year Ending 02/28/03 T. Rowe Price Services $ 150.00 American Century $ 24,00 USAA Income Stock Fund $ 24,00 USAA earnings from January and February 2003 $ 6.00 Neuberger Berman - January and February $ 7.00 Year Ending 02/29/04 Raymond James (total $87.52 less $67.47, non-taxable) $ 20.00 Raymond James $ 19.00 Heritage Cash Trust $ 74.00 Year Ending 02/28/05 Raymond James $ 556.41 Heritage Cash Trust $ 14.08 Heritage Cash Trust $ 3.08 Heritage Cash Trust $ 55.50 Year Ending 02/28/06 Mutual Funds $ 50.31 $ 1,003,38 Interest: Year Ending 02/28/03 Members I st Credit Union, through December 2002 $ 94,00 Members 1" Credit Union, January and February 2003 $ 13.00 Year Ending 02/29/04 Members 1 st $ 21.00 U.S. Treasury Notes $ 101.00 Raymond James $ 7.00 Interest $ 788.83 Mutual Funds $ 647.56 Year Ending 02/28/06 Interest $ 28.93 $ 1,701.32 U.S. Savings Bonds Interest on sale $ 9.92 $ 9.92 Total Receipts of Income $ 2.714.62 (12) 319424-1 - DISBURSEMENTS OF INCOME Federal and State Taxes U,S. Treasury, estimated fiduciary income tax $ 6,870.00 IRS, fiduciary income tax $ 303,00 P A Dept. of Revenue, fiduciary income tax $ 37.00 U.S. Treasury, fiduciary income tax $ 8.40 P A Dept. of Revenue, fiduciary income tax $ 7.00 $ 7,225.40 Reserve to Pay PA Dept. of Revenue, payment ofPA tax $ 25.00 $ 25.00 Total Disbursements of Income $ 7.250.40 (13) 319424,] - DISTRIBUTIONS OF INCOME TO BENEFICIARIES None. (14) 319424,1 - PROPOSED DISTRIBUTIONS TO BENEFICIARIES Kristina T. Webster, flk/a Kristina A, Tassone, Trustee of Testamentary Trust for John David Bartlett $ 13,272.75 Kristina T, Webster, fi'k/a Kristina A. Tassone, Trustee of Testamentary Trust for Anne Elizabeth Bartlett $ 13,272.75 Kristina T. Webster, fi'k/a Kristina A. Tassone, Trustee of Testamentary Trust for Carolyn Elizabeth Bartlett $ 13,272.75 Total Proposed Distributions to Beneficiaries $ 39.818.25 NOTE: Total distribution to each Trust will include a one-third share of any and all additional income received after the date of the accounting and a one-third share of all assets, if any, whether principal or income which may come into the Estate beyond what is set forth herein, Please note further that the income balance is given as negative in that federal income tax was required to be paid on the IRA's upon their conversion to cash. No bond is required as the persons are beneficiaries under Will, all to be held in trust with final distribution as each beneficiary reaches age 24, with expenditures in the meantime pursuant to the testamentary trust set forth in Decedent's Will, referencing Items III. A. 1.-2,-R 1.-2. and Item IV.A.-G., and pursuant to Disclaimer/Slayer's Act: entire estate in three equal shares to Decedent's three minor children, all still under age 24, the age for distribution in the Will. (15) 319424,1 ~ Respectfully submitted, "h Yt--v,..-.;r~ i' . ~ ~ Kristina T, Webster ()r\~ A. L~OI--<....--- flkla Kristina A. Tassone (16) 319424, J ~ KRISTINA T. WEBSTER, flkla KRISTINA A. TASSONE, Executrix under the Last Will and Testament of SUZANNE 1. BARTLETT, aIkIa SUZANNE TASSONE BARTLETT, deceased, hereby declares under oath [penalties of peIjury] that she has fully and faithfully discharged the duties of her 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 her knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. (kiYh.hr.... ,. ~bl.1-V k-1J:!ID5 Kristina T, Webster, Executrix CV\$-1-vt-.L A. t::~~ ("'1.9-1D5 1lkIa Kristina A. Tassone Subscribed and sworn to me by KRISTINA T. WEBSTER, flkla KRISTINA A. TASSONE, before ~ _ _ _ _ _ _ " , . . _ _ ~ . t. lAURA L. FIELDS ~ ""-ld'Y:;::, '@ Commission' 1334327 2 05. ~ ~ ~ Notary Public _ Caiifornia ~ 1 ' 2 Alameda County ~ .' ' - My Comm, Expires Jan 9, 2006 otary Public 319424,1 ~ . . CERTIFICATE OF ATTORNEY FOR ACCOUNTANT I hereby certify that written notice, by certified mail, return receipt requested through the US Postal Service, of the time of presentation of the Account and Proposed Statement of Distribution, has been given for at least twenty (20) days prior to the date affixed for confirmation to every person known to the Accountant to have or claim an interest in the Estate as beneficiary or heir, with minor heirs, all of whom are under 12 years of age having been notified in notice to their aunt Vanessa Tassone who is guardian and to their father David Bartlett (as well as notice to their Trustee, Kristina Tassone Webster, who is also Executrix). I hereby certify that there are no creditors known to me, nor has the Executrix indicated any remaining creditors. (\-,...~ \., '... ~~)'r,-t'<'- Je~o'ct(, Esquire Date: ~t.cQ7 S ,2005 () 319424-1 ~ PROPOSED DISTRIBUTIONS TO BENEFICIARIES Kristina T. Webster, fi'kla Kristina A, Tassone, Trustee of Testamentary Trust for John David Bartlett $ 13,272.75 Kristina T. Webster, fi'kla Kristina A, Tassone, Trustee of Testamentary Trust for Anne Elizabeth Bartlett $ 13,272.75 Kristina T. Webster, fi'kla Kristina A. Tassone, Trustee of Testamentary Trust for Carolyn Elizabeth Bartlett $ 13,272.75 Total Proposed Distributions to Beneficiaries $ 39.11111_2~ NOTE: Total distribution to each Trust will include a one-third share of any and all additional income received after the date of the accounting and a one-third share of all assets, if any, whether principal or income which may come into the Estate beyond what is set forth herein. Please note further that the income balance is given as negative in that federal income tax was required to be paid on the IRA's upon their conversion to cash. No bond is required as the persons are beneficiaries under Will, all to be held in trust with final distribution as each beneficiary reaches age 24, with expenditures in the meantime pursuant to the testamentary trust set forth in Decedent's Will, referencing Items IILA. I .-2.-B.1.-2. and Item IV,A.-G., and pursuant to Disclaimer/Slayer's Act: entire estate in three equal shares to Decedent's three minor children, all still under age 24, the age for distribution in the Will. 0'\ - 1..1..1 -. J-- 2i'~ C.) ,Oc ..::r 0::: i:C"" x: ~c c,.iS '~'~-' a.. L.LCJC oo,_~ '2J - ~C/):-;;::; Cu f5 2 ,~' (~:_) - Cc S d"E if (~j QW' c:; -, CL l..! ' 0:,",", CJ::: "" 0'5 ~ "'" 0 0-... (15) 319424,1 , 1'''1 11 r 'J Ill' "1 '[r" , ! '1 ' I 1 II'" I !!~T !~'!!r I l , i __ c 25 o ~ '" en CD ~ "C .9 a> c - ~~O~5jc.t1l~ ;0 C. U Q) ::> '" E ,51 o. ~ = .- w ._ 0 c.:;l .... 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