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Home My WebLink About01-0396 Estate of also known as Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS No. ~) -6J-3q~ Harold W Wheeler HAROLD WILLIAM WHEELER , Deceased Social Security No. 485 - 03 - 9417 Mary Myrle Wheeler Petitioner(s), who is/are 18 years of age or older. apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) []] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ix the Decedent, dated 10/29/1997 and codicil(s) dated None named in the last Will of State relevant circumstances. e.g., renunciation. death of executor, etc. Except as follows, Decedent did not marry. was not divorced. and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: D B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I Mary Myrle Wheeler Spouse 1211 Centerville Road, Newville, PA (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with hislher last family orprincipalresidenceat 1211 Centervi11e Road, Penn Township, Newville, PA 17241 (list street, number, and municipality) Decedent, then ~years of age, died 03/31/2001 at Newville, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania ~ .({> OC'C $ $ $ $ situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the a ro riate form to the undersi ned: Si nature T ed or rinted name and residence Mary Myr1e Wheeler 1211 Centerville Road, Newville, PA, 17241 /~ - d~6-- ~ Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumber land The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. 1J;/Wl~ 0~r t 1~-i'L/ Mary MYr e Whee er Sworn to or affirmed and subscribed ~ before me this E-- day of ~ , (MtJ L In~e. ~n~ N.I. t!.ti,~&vpX<t f For the Register No. 21-01-0396 Estate of Harold W WHEELER A/K/ A _HARQLlt_I{U:.J..JAM~JfflEELER Deceased Social Security No: 485 - 03 - 9417 Date of Death: 03/31/2001 AND NOW, APRIL 19th 200 1 ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [ID Testamentary D Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Mary Myrle Wheeler in the above estate and that the instrument(s) dated 10/29/1997 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Short Certificate(s). $ 60.00 $ 6.00 ~('. Xuu~ 'fi't {.Ira. ')1{;;7.u/;)) , DJ2fJ./4 Regist~r of Wills I Letters. . . . . . . Renunciation. $ Attorney: Robert J. Mulderig Affidavits ( $ 1.0. No: 48619 Turo Law Offices 28 S. Pitt St. Extra Pages ( 7 ). $ 21.00 Address: Codicil. . $ Carlisle, PA 17013 JCP Fee. $ 5.00 Telephone: 717/245-9688 Inventory. $ FILED: APRIL 19, 2001 Other . . $ TOTAl. $ 92.00 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) l!Il'i.RIl'i RF\' '1.% This is to certify that the information here given is correctly copied from an original c~rtinc~te of death dul~ filed with me as Local Registrar. The original certificare will be forwarded to the Stare Vital Records Office tor permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 -riliiif1i7iffl;h~ 11,lt ,,~'" OF p~';;-~__ "'.~\,.Y'-------~f4t - i~// " 'J'l"':. \1tjS'/ ,......-:;- 4~~.!ft.. \~\ ~~!., ,', \~~ ~C); ~. !-~ ~ c,..)\ .<r~,. , ,r~ ~ \t *' ... _;.' * i .~ (:2' ~U'.' /~$ '\. ~~ /;N ,II ... ':4Li'" ./<"'r I" --- "'1T1~'I----~\. 't-." " ....~~~~,./" ENT \\ 11""'" """"""nIlIJ1 P 7248038 No. ~ ~.t'~~~~ Local Registrar APR 3 2001 Date H105.143Rev.2187 COMMONWEALTH OF PENNSYLVANIA e DEPARTMENT OF HEALTH e VITAL RECORDS CERTIFICATE OF DEATH liNT STATE FILE NUMBER SOCIAL SECURITY NUMBER 485- OJ - 9417 ,~\ . lb. Cumberland ENT NK NAME OF DECEDENT (F"... MoOdIe. LB) I, Harold AGE (Las 8ir1!'lOaVl UNDER 1 YEAR Monlha 01'/'1 UNDER I DAY HOIn I MInut.. BIRTHPLACl! ICily """ PlACE OF DEATH (Ct-eck only one - .... 'ns!,uct""'" on _ _, Stale Of f"''"'9'' CcunIlYI HOSPITAL Mor~an, l"fl&tientO 7. V ermOn t ... FACILITY NAME ~f not InIlitU."",. OM> "'eel and numbl" g'~)o William Wheeler SEX 2. Male e7 y", S. COUNTY OF DEATH 1211 Centerville,Road Ie. ed. DECEDeNT'S USUAL OCCUMlON KINO OF BUSINESS/INDUSTRY lGi-..klnclot_doneOUfO'l!lmoor USA of~)!<lonoleref'ed) . . rmy . 111. 0 one 1111. Retired DeCEDENT'S "'-'lUNG AOORESS (SIr.. ~1Town. Stale, l'Ip<:;oDel DECEDENT'S 1211 Centervill.e Roaa ~~~~~~ Newville, Penna. 17241 ~~~ 1.. FATHER'S NAME (Fo... Middle, L"!!J II. Liary INFORMANTS NAME (T~a:ry 201. METHOD OF DISPOSITION _ ~ C......tion 0 R_rrorn SIal. 0 0lhIr (Specoly\ WAS DECEDENT EVER IN U.S, ARMED FORCES? 'folm- NoD 12. 13. PennsYlvania Cumberland 171. St... 17b. M. Hollis Wheeler Wheeler DATE PRONOVNCED DEAD (Month. DIY. Year) 24. 1 PM, 25. March 31,2001 27. PART I: Enter the din.ses, infurtes or compf;cationl which caused the death, Do not enter 11'1. mode of dying, :tuch .. cardiac Of respiratory .rtH1. ShoCk or helrt taHut.. l... onty one cause on eacn line. \ :, d, WERE AUlOPSY FINDINGS AIAlLABI.E PRIOR TO COMPlETION OF CAUSE OF DEATH? DATE OF INJURY (Mon"', Day. '!\tar) ~ HomiCide o o o NI.",.. - Pending I_igltlon _0 No~ 29. o - 0 No'{. ... 2110. Cl!RTIFlEII (Check only one) 'CERTIFYING PHYSICIAN (Physooan eenoty;ng cause 01 dell/1 wh.... a"""'ar IlI'YK"" ha. pronounced delth and comclleted lIem 23) TOu.._ofmyknowleclve.de.thOCCumtdduetothecaUH(ljlndmlnnerUl1ltld.........,................"".,.................... . SuicicII Could nol be cleIermined 'PIlOI'lOUNClNG AND CERTIFYING PHYSICIAN (Ph_",n boIh ~'onounc'"ll aeath and c"""y'ng.o cause of aealhl To the beet of my knowtedO.. d..thoceu"M.' the Ume, d_te,..nd ptece,.ncs due to the ,auNls) and manner.a at.ted.. 'MEDICAL EXAMINERICORONER On the be.ll of I..mlnallon Indio< Inve.tlglllon.ln my opinion. d..lh occurred II Ihe lime, d",". and pllce. and dUI 10 the cau..(.) and manne..al1.IM.. , , , , . .. , , .. . .. .. . . , . .. . .. . .. . . .. . . , . . . . . .. .. . . . . . .. . . . . ' . . . . . , . . . . .. , , .. , . .. . . , ... . . . . . . . . . .. . . . 311, REG'STRAR'S SIGNATURE D I~d I~ \ lei DATE OF DEATH 1M"""', Oa~, ......'1 3. RACE - Am...an tl"dian. SIac:k. White. 1M'. (SpecoIyl Wh i t e 10. SURVIVtNG SPOUSE In ""'e, gn.e ma-. _, M. Feuquay Did dee_Ill live In I _ip? ""P, ctlylbon>, 23b. 230, WAS CASE REFERRED TO MEDICAL EXAMINERlCORONER7 Yoo 0 No~ PAAT II: Otlle, lignil\canI_ ~ to dolll\. bul no! ntSUIllng In IIle undoflying "'- given in PiVlT I. O\(.,b,b DESCRIBE HOW INJURY OCCURAED, .... 0 No 0 34. a()o\ F \FILES\DA T AFILE\ WILLS\8793-H. WIL 21-01-0396 LAST WILL AND TESTAMENT I, HAROLD WILLIAM "'HEELER, of Penn Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. In the event my wife, MARY MYRLE WHEELER, shall predecease or fail to survive me by thirty (30) days, then I give such items of personalty as are itemized in a certain list attached hereto to the persons named thereon, which list is signed and dated by me at the end thereof. 3. Ifmy spouse shall survive me by thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my wife, MARY MYRLE WHEELER, absolutely. 4. In the event my said wife, ~1ARY MYRLE \\1JIEELER, shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my Trustee, in trust, for the following purposes: a. It is my intent that this Trust shall become a fund supplementing public assistance for the life of my developmentally disabled child, HATTIE GRACE WHEELER, in the same manner as I would provide if personally present. Currently, there may be basic 14~ H.W.W. Page 1 of8 Pages living needs which are not met by public benefit programs for the developmentally disabled. It is important that my child, HATTIE GRACE WHEELER, continue to have access to these programs in order to maintain a level of human dignity and humane care. If this Trust were to be invaded by creditors, subjected to any liens or encumbrances, or if it were to cause public benefits to be terminated, it is likely that the trust corpus would be depleted prior to the said HATTIE GRACE WHEELER'S death, especially since the cost of normal, non- emergency care for developmentally disabled persons is so high. In this event, there would be no funds available for emergency needs or to supplement basic necessities. The provisions of this Trust should be interpreted in light of these concerns and my stated intent. b. The Trustee shall pay to or apply for the benefit of my child, HATTIE GRACE WHEELER, such amounts from the principal or income, up to the whole, as the Trustee, in its sole discretion, may from time to time deem necessary or advisable for the satisfaction of said HATTIE GRACE WHEELER'S special needs. Any income not so distributed is to be accumulated and added to principal. As used in this instrument, "special needs" refers to the requisites for maintaining the said HATTIE GRACE WHEELER'S good health, safety and welfare when, in the discretion of the Trustee, such maintenance is not provided by any public agency, office or department of the Commonwealth of Pennsylvania, any other state, or the United States of America. "Special needs" include, but are not limited to, medical and dental expenses, clothing and equipment, programs of training, education and treatment, and essential dietary needs. c. Because the said HATTIE GRACE WHEELER is developmentally disabled and unable to maintain and support herself independently, I intend that the Trustee, in the exercise of its best judgment and fiduciary duty, seek support and maintenance for the said HATTIE GRACE WHEELER from all available public resources, including Supplemental Security Income (8S1), as well as any Pennsylvania Medical Assistance programs, Social Security Disability Insurance, and the appropriate agencies for the developmentally disabled. In making distributions for special needs, the Trustee shall take into consideration the applicable resource limitations of the public assistance programs in effect at such time. In J!tp- If.w.w. Page 2 of 8 Pages carrying out the provisions of this Article, the Trustee shall be mindful of the probable future needs of the remaindermen of this Trust. d. No part of the corpus of this Trust is to be used to supplant public assistance benefits of any county, state, federal or other governmental agency that has a legal responsibility to serve persons with disabilities which are the same or similar to those of the said HATTIE GRACE WHEELER. For purposes of determining the said HATTIE GRACE WHEELER'S eligibility for such benefits, no part of the principal or undistributed income shall be considered available to her. In the event the Trustee is requested to release principal or income of the Trust to pay for equipment, medication or services which any state or federal agency is authorized to provide (were it not for the existence of this Trust), or in the event the Trustee is requested to petition the court or any administrative agency for the release of Trust principal or income for this purpose, the Trustee is authorized to deny such request. The Trustee is further authorized, in its sole discretion, to take whatever administrative or judicial steps that may be necessary to continue the eligibility of the beneficiary for any such benefit. Such steps include obtaining instructions from a court of competent jurisdiction in obtaining a ruling from such a court that the trust corpus is not available to the primary beneficiary for eligibility purposes. Any expenses of the Trustee incurred to such end, including reasonable attorney's fees, are a proper charge to the Trust estate. e. Upon the death of the last to die of my wife and me, it is anticipated that this Trust may receive my residence. The Trustee may hold and maintain such premises for the benefit of HATTIE GRACE WHEELER for her use as a personal residence, if feasible. If the Trustee shall determine that it is not in the best interests ofHA TTIE GRACE WHEELER to reside in said premises, Trustee may either continue to hold such premises as an investment or sell the same and add the net proceeds therefrom to the principal of the Trust herein created. f. Upon the death of my daughter, HATTIE GRACE WHEELER, the Trustee shall distribute the Trust principal, and any accumulated income thereon, if any, in equal ~- IV .W. Page 3 of 8 Pages shares, unto my children, MEREDITH MYRLE WHEELER, CLAUDIA RAE GOAD, HAROLD WILLIAM WHEELER, JR. and MARY ANNE SMITH, absolutely. 5. I nominate, constitute and appoint my wife, MARY MYRLE WHEELER, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint FINANCIAL TRUST SERVICES CaMP ANY of Carlisle, Pennsylvania, to act in such capacity. 6. I nominate, constitute and appoint FINANCIAL TRUST SERVICES COMPANY of Carlisle, Pennsylvania, as Trustee under the terms of this Last Will and Testament. 7. I nominate, constitute and appoint my daughter, MARY ANNE SMITH as Guardian of the person of my daughter, HATTIE GRACE WHEELER. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my daughter, CLAUDIA RAE GOAD, to act in such capacity. In the event that MARY ANNE SMITH and CLAUDIA RAE GOAD shall be or become unable or unwilling to serve in such capacity, the following persons shall serve as alternate guardians of the person of my daughter, HATTIE GRACE WHEELER: CYNTHIA DARLINE GLAGOLA and/or CHRISTINE ELAINE BEACHLEY and/or TRILBY LEE WHEELER. I nominate, constitute and appoint my sons, HAROLD WILLIAM WHEELER, JR. and MEREDITH "RICHARD" MYRLE WHEELER, as co-advocates for HATTIE GRACE WHEELER's well being. 8. I direct that neither my personal representative nor my Trustee shall be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 9. In addition to the powers conferred by case law, by statute, and by other provisions hereof, my Executrix and Trustee and their successors, shall have the following discretionary powers applicable to all property held by them which powers shall be effective without order of any court and shall exist until final distribution: a. To retain any property of any nature received by them for whatever period they shall ~,.~/.I,..~'./. ~-) _-- pt;;,/~-- -~' II.W.W. Page 4 of 8 Pages deem advisable; b. To invest and reinvest all or any part of said property in such stocks, bonds, common trust funds, securities, accounts, certificates of deposit (including, but not limited to, stocks, bonds, common trust funds, securities, accounts or certificates of deposit of the Trustee) or other property, real or personal, as in their discretion they shall deem proper, without regard to statutes limiting the property which a fiduciary may purchase; c. To sell, transfer, exchange or otherwise dispose of, any part of said property, for cash or on terms, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of any trust herein, without liability on the purchasers or lessees to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; d. To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of any trust hereunder; e. To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; f. To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and the like in the absence of information deemed reliable without liability for disbursements made on such assumption; g. To pay from the trust, or the income therefrom, all debts or claims against my estate, or any taxes or similar charges on my estate; h. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property distributed, and my Trustee, in its absolute discretion, may cause the share distributed to any distributee to be composed of property similar to or different from that distributed to any other distributee; 1. To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder, to delegate {{t(f-- . .W. Page 5 of 8 Pages authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; J. To invest in endowment, insurance or annuity policies on the lives of beneficiaries of any trust hereunder; k. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; 1. To compromise claims; m. To continue for whatever period of time as they shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I could have done had I been living; n. To lend money to my estate or to any trust created hereunder or to purchase from the estate or from any trust created hereunder, at the market value thereof at the time of purchase, any securities or other property tendered to them by my estate or any trust created hereunder at any time and from time to time within a period of nine (9) months after my death; o. In the event that any amounts are payable hereunder or under any trust created hereunder to a minor, or to a person otherwise under legal disability, or to a person not adjudicated to be an incapacitated person, but who, by reason of illness or mental or physical disability is, in the opinion offiduciary(ies) hereunder, unable to properly administer such amounts, such amounts may be paid by the fiduciary(ies) hereunder in his, her or their sole discretion in any of the following ways as he, she or they may deem best: 1. Directly to such beneficiary; 2. To a legally appointed guardian of such beneficiary for the benefit of such beneficiary; 3. To a person having custody of such beneficiary for the benefit of such beneficiary; 4. By the fiduciary(ies) hereunder using such amounts directly to the benefit of such beneficiary. Evidence of the application or paYment of an amount in such a manner shall be a full and complete lit?. Page 6 of 8 Pages discharge of the fiduciary(ies) hereunder to the extent of such payment or application. This paragraph shall be applicable to payments of income as well as principal. p. To employ agents, attorneys and proxies and to delegate to them such power as my personal representatives and Trustees consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; q. To conduct an inventory of any safe deposit box necessary to the administration of my estate. r. To do all other acts in their judgment necessary or desirable for the proper management, investment and distribution of my Estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this 29th day of October, 1997. ;:!z4;1//(tIJd~JSEAL) Harold William Wheeler SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. ~~,~ JJr a~ L( ~(;;::- ,-. / ' Page 7 of 8 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, Harold William Wheeler, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~tPLI //1:k~e>Z:,-<-/ /Harold William Wheeler Sworn or affirmed to and acknowledged before me by Harold William Wheeler.. the Testator, this 29th day of October, 1997. NO~ }u~li;~1 .~ )1 L ~1.{1 , . , Notanal Seal !' Corrine L. Myers, Notary Public COMMONWEALTH OF PENNSYLVANIA ) l ,C.~r!is!e ?3o;o, Cu,n:b~:.I~l:'_dS.~un~yy~ I ; fl'l vonmllSSion Exp,rt>v ,'''U; c. '.~.._,:.:.~'~.! : SS. COUNTY OF CUMBERLAND ) Y /' We, J 1,,'<.:' \/, C)m) JIJ {LU?( ') J1L(-(~J_' c( . Ct}-'-~t~hrl, the witnesses whose names are signed to the attached or foregoing instrument, beIng duly qualified according to law, do depose and say that we were present and saw Harold William Wheeler, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. _ ~~ Address / ( E. 1-1, '(/)S-I' /'drlt:s. Ie '/-)/1 /7{ l3 ~. ~~~ j/ , ~, "., ~ (b--0.. /1 Ad ,31: /f(y~~ ltd. ~l3o~) ~11 pj 1(007 . Sworn or affirmed to and subscribed before me this 29th day of October, 1997. Le1zAo"'..v0:X ';V't;c-'-<>> Notary Public " Nc+mi.sl Soal C'xr'ne L. i-..jyer::, Notary PutJlic C;::Ji:c;:9 lOlc. Cumberbnd eei' r-'i':> _>\i-I::-.-l:ss:on E:<pirS's f./;a/ ';:;7. Page 8 of 8 Pages 'n ..,~~;\'-' .-- t:- --- CERTIFICATION OF NC)TICE UNDER RULE 5.6(ill Name of Decedent: Harold William Wheeler Date of death: March 31,2001 Will No. 21-01-396 Admin. No. 21-01-396 TO THE REGISTER: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above captioned estate. Name Addr~ss Mary M. Wheeler 1211 Centerville Road Newville, Pa 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Respectfully Submitted TURO LAW OFFICES (/aJ/ /0/ o e ' ~'JII' ,j I, / ',', ~' ~ '.'; I 'f ; i j.. l./ Robert J. MH eng, Esquire 28 South Pitt Street Carlisle, P A 17013 (717) 245-9688 Capacity as Counsel for Personal Representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/02/2005 MARY MYRLE WHEELER 1211 CENTERVILLE ROAD NEWVILLE, PA 17241 RE: Estate of WHEELER HAROLD W File Number: 2001-00396 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. 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 will become delinquent on: 3/31/2005 Your prompt attention to this matter will be appreciated. Thank You. st,~erely , ~(,~;A)~ ,_/ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge /7-,),,:15- ;L REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT V'" I ~ FILE NUMBER I 21 '* REV_'500EXoIG.ooI, COMMONWEAlTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-OBOl 00396 NUMBER 01 YEAR COUNTY CODE L____ .~ O-EC-EDENT'S-NAME (LAST, FIRSt. AND MIDDLE INITIAL) ----- -- Wheeler, Harold William SOCIAL SECURITY NUMBER ~ ~.~ -~-T~i~~~T~~~~~S~~E FILED IN DUPLU'''T''Wl'H 'HE . REGISTER OF WILLS ~ z w o w u w o 1--- DATETIF""B1RTH-{MM~Dn-=YEARr 07/07/2013 DATE OF-OleA 1 H (MM~DD-YEA"R)--- 03/21/2001 SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST AND MIDDLE INITIAL) I Wheeler, Mary M. II 1. Original Return o 3. RE!I1;airi(fer~furn-rclaTeoTiJealnpriorto f2-1~-!2} o 2. Supplemental Return o o o w ~ 0 4. Limited Estate ",<<" uii~ w~u Decedent Died Testate {Attach copy ~oo 0 6. u~~ ~~ of Will} ~ << 0 9. Litigation Proceeds Received 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10 Spousal Poverty Credit {date of death between 12-31-91 and 1-1-95} o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11.Election to tax under Sec. 9113(A) (Attach Sch O) ""*"'\' COMPLETE MAILING ADDRESS NAME Robert J. Mulderig FIRM NAM-E (If applicable) Turo Law Offices tELEPHONE NUMBER 717/245-9688 ~ z w o z o ~ 28 S. Pitt St. Carlisle, PA 17013 ,- None (1) (2) (3) (4) (5) (6) (7) 1. Real Estate (Schedule A) -0- -0- -0- 30,000.00 ------- 26,211.39 -0- 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) \ ',,- z o ~ ~ ~ ~ << u w ~ 56,211.39 (8) (9) 6,105.71 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 6,105.71 50,105.68 (12) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Se,:; 9113 Trusts for which ~n election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 50,105.68 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, 50, 105.68 x .00 (15) or transfers under Sec. 9116(a)(1.2) z 16.Amount of Line 14 taxable at lineal rate .045 (16) 0 x ~ << ~ ~ 17. Amount of Line 14 taxable at sibling rate ~ x .12 (17) ~ 0 " ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) ~ 19. Tax Due (19) 0.00 0.00 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20. 0 Form REV-1500 EX (Rev. 6-00) Copyright 2000 form software only The Lackner Group, Inc. I?ecedent's Complete Address: STREET ADDRESS 1211 Centerville Road CITY STATEPA i :ZIP 17241 - Newville Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty (3) 0.00 (4) (5) 0.00 (5A) (5B) 0.00 Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ............................... ................................ 0 a b. retain the right to designate who shall use the property transferred or its income;..................... 0 1m c. retain a reversionary interest; or.............................. ........................................................................ 0 a d. receive the promise for life of either payments, benefits or care?.............. 0 a 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration?............................................. ................................................... 0 a 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 1m 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?............................................... ................... ..................................... 0 1m IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that! have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief. it is true. correct and complete. Declaration of prep!.~~r ot~~~~~~h_~:rson_a~presentalive is .based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN -------;- --.;t;:ISDRESi:f Of ::Sil~~FO~G~. =rn~. p~;&~;~,~~_<;~~~5 ______.J~ -....-"! - ATIDRESS DATE 28 S. Pitt St. Carlisle, P A 17013 J/)3/dJ For dates of deat on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P .S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S. 99116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P .S. 99116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wheeler, Harold William SCHEDULE E CASH, BANK DEPOSITS, & MISC, PERSONAL PROPERTY ! FILE NUMBER 21 - 01 - 00396 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER I 2 Inheritance from the Estate of Harry W. Wheeler- DESCRIPTION TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 30,000.00 30,000.00 '* SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA lNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wheeler, Harold William I FILE NUMBER 21 - 01 - 00396 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 A Mary M. WheeJer ADDRESS - "Q23 white Oak Court Franklinton, NC 27525 RELATIONSHIP TO DECEDENT Wife JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER, DATE 'FOR JOINTI MADE TENANT JOINT .\.-------- 04/02/1971 A DESCRIPTION OF PROPERTY ---- n_ ---- -- --- . lncl~d~ n~me qf ~nancial institution and bank ,aC?cQunt number. DATE OF DEATH I' DO~CO&S DA0~~~EDg~TH or Similar Identifying number. Attach deed for JOintly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST e;~a:~. CenterviIle Road n__+ 17,291:35 8,645.68 Newville, P A 17241 ' i 35,131.421 17,565.71 A '10/12/197611213 CenterviIle Road 1 Newville, PA 17241 - - TOTAL (Also enter on line 6, Recapitulation) 26,211.39 *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wheeler, Harold William ! FILE NUMBER 21 - 01 - 00396 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 1. Social Security Number(s) I EIN Number of Personal Representative(s): 2. 3. Street Address City Year(s) Commission paid Attorney's Fees Robert 1. Mulderig, Esq. State Zip Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Clairnant Mary M. Wheeler Street Address 1211 Centerville Road Newville State PA Spouse 17241 Zip 4. City Relationship of Claimant to Decedent Probate Fees The Sentinel Cumberland County Register of Wills Cumberland Law Journal 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 TOTAL (Also enter on line 9, Recapitulation) 2,800.00 3,000.00 108.71 122.00 75.00 6,105.71 R~V.1513.EX+.(9-o0) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wheeler, Harold William I FILE NUMBER I 21-01-00396 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT _ Do Not LlstIl1Jsteefsl _ AMOUNT OR SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Mary M. Wheeler Spouse One Hundred Percent Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS, .A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT .BEING MADE lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET F:\FILES\DA T AFlLE\ WlLLS\8793-H. WlL LAST WILL AND TESTAMENT I, HAROLD WILLIAM WHEELER, of Penn Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. In the event my wife, MARY MYRLE WHEELER, shall predecease or fail to survive me by thirty (30) days, then I give such items of personalty as are itemized in a certain list attached hereto to the persons named thereon, which list is signed and dated by me at the end thereof. 3. If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my wife, MARY MYRLE WHEELER, absolutely. 4. In the event my said wife, MARY MYRLE WHEELER, shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my Trustee, in trust, for the following purposes: a. It is my intent that this Trust shall become a fund supplementing public assistance for the life of my developmentally disabled child, HA TIlE GRACE WHEELER, in the same manner as I would provide if personally present. Currently, there may be basic ~ H.W.W. Page 1 of 8 Pages living needs which are not met by public benefit programs for the developmentally disabled. It is important that my child, HATTIE GRACE WHEELER, continue to have access to these programs in order to maintain a level of human dignity and humane care. If this Trust were to be invaded by creditors, subjected to any liens or encumbrances, or if it were to cause public benefits to be terminated, it is likely that the trust corpus would be depleted prior to the said HATTIE GRACE WHEELER'S death, 'especially since the cost of normal, non- emergency care for developmentally disabled persons is so high. In this event, there would be no funds available for emergency needs or to supplement basic necessities. The provisions of this Trust should be interpreted in light of these concerns and my stated intent. b. The Trustee shall pay to or apply for the benefIt of my child, HATTIE GRACE WHEELER, such amounts from the principal or income, up to the whole, as the Trustee, in its sole discretion, may from time to time deem necessary or advisable for the satisfaction of said HATTIE GRACE WHEELER'S special needs. Any income not so distributed is to be accumulated and added to principal. As used in this iustrument, "special needs" refers to the requisites for maintaining the said HATTIE GRACE WHEELER'S good health, safety and welfare when, in the discretion of the Trustee, such maintenance is not provided by any public agency, office or department of the Commonwealth of Pennsylvania, any other state, or the United States of America. "Special needs" include, but are not limited to, medical and dental expenses, clothing and equipment, programs of training, education and treatment, and essential dietary needs. c. Because the said HATTIE GRACE WHEELER is developmentally disabled and unable to maintain and support herself independently, I intend that the Trustee, in the exercise of its best judgment and fiduciary duty, seek support and maintenance for the said HATTIE GRACE WHEELER from all available public resources, including Supplemental Security Income (SS!), as well as any Pennsylvania Medical Assistance programs, Social Security Disability Insurance, and the appropriate agencies for the developmentally disabled. In making distributions for special needs, the Trustee shall take into consideration the applicable resource limitations of the public assistance programs in effect at such time. In J!g:2- If.w.w. Page 2 of 8 Pages carrying out the provisions of this Article, the Trustee shall be mindful of the probable future needs of the remaindermen of this Trust. d. No part of the corpus of this Trust is to be used to supplant public assistance benefits of any county, state, federal or other governmental agency that has a legal responsibility to serve persons with disabilities which are the same or similar to those of the said HA TIlE GRACE WHEELER. For purposes "Of determining the said HA TIlE GRACE WHEELER'S eligibility for such benefits, no part of the principal or undistributed income shall be considered available to her. In the event the Trustee is requested to release principal or income of the Trust to pay for equipment, medication or services which any state or federal agency is authorized to provide (were it not for the existence of this Trust), or in the event the Trustee is requested to petition the court or any administrative agency for the release of Trust principal or income for this purpose, the Trustee is authorized to deny such request. The Trustee is further authorized, in its sole discretion, to take whatever administrative or judicial steps that may be necessary to continue the eligibility of the beneficiary for any such benefit. Such steps include obtaining instructions from a court of competent jurisdiction in obtaining a ruling from such a court that the trust corpus is not available to the primary beneficiary for eligibility purposes. Any expenses of the Trustee incurred to such end, including reasonable attorney's fees, are a proper charge to the Trust estate. e. Upon the death of the last to die of my wife and me, it is anticipated that this Trust may receive my residence. The Trustee may hold and maintain such premises for the benefit ofHA TIlE GRACE WHEELER for her use as a personal residence, if feasible. If the Trustee shall determine that it is not in the best interests ofHA TIlE GRACE WHEELER to reside in said premises, Trustee may either continue to hold such premises as an investment or sell the same and add the net proceeds therefrom to the principal of the Trust herein created. f. Upon the death of my daughter, HATTIE GRACE WHEELER, the Trustee shall distribute the Trust principal, and any accumulated income thereon, if any, in equal fj;. Page 3 of 8 Pages shares, unto my children, MEREDITH MYRLE WHEELER, CLAUDIA RAE GOAD, HAROLD WILLIAM WHEELER, JR. and MARY ANNE SMITH, absolutely. 5. I nominate, constitute and appoint my wife, MARY MYRLE WHEELER, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint FINANCIAL TRUST SERVICES COMPANY of Carlisle, Pennsylvania, to act in such capacity. 6. I nominate, constitute and appoint FINANCIAL TRUST SERVICES COMPANY of Carlisle, Pennsylvania, as Trustee under the terms ofthis Last Will and Testament. 7. I nominate, constitute and appoint my daughter, MARY ANNE SMITH as Guardian of the person of my daughter, HATTIE GRACE WHEELER. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my daughter, CLAUDIA RAE GOAD, to act in such capacity. In the event that MARY ANNE SMITH and CLAUDIA RAE GOAD shall be or become unable or unwilling to serve in such capacity, the following persons shall serve as alternate guardians of the person of my daughter, HATTIE GRACE WHEELER: CYNTHIA DARLINE GLAGOLA and/or CHRISTINE ELAINE BEACHLEY and/or TRILBY LEE WHEELER. I nominate, constitute and appoint my sons, HAROLD WILLIAM WHEELER, JR. and MEREDITH "RICHARD" MYRLE WHEELER, as co-advocates for HATTIE GRACE WHEELER's well being. 8. I direct that neither my personal representative nor my Trustee shall be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 9. In addition to the powers conferred by case law, by statute, and by other provisions hereof, my Executrix and Trustee and their successors, shall have the following discretionary powers applicable to all property held by them which powers shall be effective without order of any court and shall exist until final distribution: a. To retain any property of any nature received by them for whatever period they shall ~ Ii.w.w. Page 4 of 8 Pages deem advisable; b. To invest and reinvest all or any part of said property in such stocks, bonds, common trust funds, securities, accounts, certificates of deposit (including, but not limited to, stocks, bonds, common trust funds, securities, accounts or certificates of deposit of the TL;stee) or other property, real or personal, as in their discretion they shall deem proper, without regan. to statutes limiting the property which a fiduciary may purchase; c. To sell, transfer, exchange or otherwise dispose of, any part ( f said property, for cash or on terms, publicly or privately, or to lease, even for a term exceeding five ;5) years or the duration of any trust herein, without liability on the purchasers or lessees to see I) the application of the proceeds, and to give options for these purchases without the obligation to :epudiate them in favor of a higher offer; d. To execute and deliver any deeds, leases, assignments or o:her instruments as may be necessary to carry out the provisions of any trust hereunder; e. To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; f. To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and the like in the absence of information d~emed reliable without liability for disbursements made on such assumption; g. To pay from the trust, or the income therefrom, all debts or c 'aims against my estate, or any taxes or similar charges on my estate; h. To make any distribution hereunder either in kind or in mOley, or partially in kind and partially in money. Distribution in kind shall be made at the markd value of the property distributed, and my Trustee, in its absolute discretion, may cause the sllare distributed to any distributee to be composed of property similar to or different from that distributed to any other distributee; 1. To exercise any subscription right in connection with any ;ecurity held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder, to delegate ~ -- . .w. Page 5 of 8 Pages '. authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; J. To invest in ~ndowment, insurance or annuity policies on the lives ofbeneficiaries of any trust hereunder; k. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; 1. To compromise claims; m. To continue for whatever period oftime as they shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I could have done had I been living; n. To lend money to my estate or to any trust created hereunder or to purchase from the estate or from any trust created hereunder, at the market value thereof at the time of purchase, any securities or other property tendered to them by my estate or any trust created hereunder at any time and from time to time within a period of nine (9) months after my death; o. In the event that any amounts are payable hereunder or under any trust created hereunder to a minor, or to a person otherwise under legal disability, or to a person not adjudicated to be an incapacitated person, but who, by reason of illness or mental or physical disability is, in the opinion offiduciary(ies) hereunder, unable to properly administer such amounts, such amounts may be paid by the fiduciary(ies) hereunder in his, her or their sole discretion in any of the following ways as he, she or they may deem best: 1. Directly to such beneficiary; 2. To a legally appointed guardian of such beneficiary for the benefit of such beneficiary; 3. To a person having custody of such beneficiary for the benefit of such beneficiary; 4. By the fiduciary(ies) hereunder using such amounts directly to the benefit of such beneficiary. Evidence of the application or payment of an amount in such a manner shall be a full and complete 1/;//J ~ Page 6 of 8 Pages discharge of the fiduciary(ies) hereunder to the extent of such payment or application. This paragraph shall be applicable to payments of income as well as principal. p. To employ agents, attorneys and proxies and to delegate to them such power as my personal representatives and Trustees consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; q. To conduct an inventory of any safe deposit box necessary to the administration of my estate. r. To do all other acts in their judgment necessary or desirable for the proper management, investment and distribution of my Estate. IN WITNESS "VHEREOF I have hereunto set my hand and seal this 29th day of October, 1997. ~.#!;?p@d~.(SEAL) /Harold William Wheeler SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. ~~.~ 4t{~ [I_ ~~ / Page 7 of 8 Pages COMMONWEALTH OF PENNSYL V ANlA ) : SS. COUNTY OF CUMBERLAND ) I, Harold William Wheeler, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. . . ~t,J.!/U/4~~~ /Harold William Wheeler Sworn or affirmed to and acknowledged before me by Harold William Wheeler, the Testator, this 29th day of October, 1997. I . '\~ U1-''r{"U'~ / ~LZY'.II; Notary Public, Nt' I s' II 'I , 0 ana ea Corrine L. Myers, Notary Public . Carlisle Bora, Cumberland Coun'iy COMMONWEALTH OF PENNSYLV ANlA ) ! Hy Commission Expires May 27,mJ , I . : SS. . COUNTY OF CUMBERLAND ) We, /v'tJ V. 01To 711 {[u.ti '7} /e<-I U C( Y. C c"':f'-Icyt.. the witnesses whose names are signed to the attached or foregoing instrument, bemg duly qualified according to law, do depose and say that we were present and saw Harold William Wheeler, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~~ Address Ii, E II. ~,h Sf (t?r!t<.ir' 'PA 17U3 ).L~~ J ~~~ ~J----'--" n l(od7 Sworn or affirmed to and subscribed before me this 29th day of October, 1997. /J '5\ '-----.,1 . L.eJz./u.,...;;...\ . ) v'1JC'~ Notary Public " I Notarial Seal Corrine L. Myers, Notary Public Cariis:9 8orc, Cumberland County 1M'" r-'::::'ti::7lisston Expires i,il;J'l27 -:089 I ' , , c. ,_ .._"._.__! Page 8 of 8 Pages . Register of Wills of Cumberland County STATUSREPORTUNDERRULE~~ ~ l--1o..VOv(? 11..) LJ ~ e1l.-- Name of Decedent: Date of Death: Estate No.: d. rYOI- 005:,;>'0 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~er administration of the estate is complete: . Yes.>> No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the person~sentative file a final account with the Court? Yes 0 No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the perso~sentative state an account informally to the parties in interest? Ye~ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Cler the Orphans' Court and m !c attached to this report. Date: ;J /S/C6 tn o 6::' I.... C4-V 1)c:?3>&"~ ku~t:? N~e re;:. CD. if ~fG ~tL pA- Addr7/7~ J YS-- fPc;JJ C'~ Telephone No. Capacity: o Personal Representative ~ounsel for personal representative vJ Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/02/2005 MULDERIG ROBERT J 28 S PITT STREET CARLISLE, PA 17013 RE: Estate of WHEELER HAROLD W File Number: 2001-00396 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: 3/31/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~..J~ GLENDA FARNER STRA4~H REGISTER OF WILLS cc: File Personal Representative(s) Judge cfl Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/02/2005 MULDERIG ROBERT J 28 S PITT STREET CARLISLE, PA 17013 RE: Estate of WHEELER HAROLD W File Number: 2001-00396 Dear Sir/Madam: It has corne 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: 3/31/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~i~j~_Lh..._P ,. '4U~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge eft IN RE: ESTATE OF HAROLD W. WHEELER : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHAN'S COURT DIVISION : NO. 21-2001-0396 FAMILY SETTLEMENT AND FINAL RELEASE ESTATE OF HAROLD W. WHEELER KNOW ALL MEN BY THESE PRESENTS, that Harold W. Wheeler, late of Penn Township, Cumberland County, Pennsylvania, deceased, died testate on March 31, 2001, having first made his Last Will and Testament, which was duly executed on October 29, 1997 and probated in the Office of the Register of Wills of Cumberland County, on April 19, 2001. WHEREAS, the said Harold W. Wheeler, by the aforesaid Last Will and Testament, named Mary Myrle Wheeler as Executrix of said Last Will and Testament; WHEREAS, Letters Testamentary on the Estate of the said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executrix, hereinafter called personal representative; WHEREAS, the personal representative has gathered the assets of the Estate of the said decedent and the assets consist of personal and real property with the total value of $56,211.39 as set forth in Exhibit "A", which is a copy of the Pennsylvania Inheritance Tax Return filed and approved by said personal representative, and which is attached hereto and made a part hereof, and marked Exhibit "A"; WHEREAS, the debts and deductions, including the payment of inheritance tax in the said Estate, which have now been paid, leave a balance for distribution of $50,105.68, also as set forth in the statement of said personal representative, which is attached hereto and marked Exhibit "B"; ,. . \ WHEREAS, the balance for distribution as shown in the said statement marked Exhibit uB" has been reduced to cash and has been distributed as herein indicated in accordance with the terms of the Last Will and Testament of the said Decedent; NOW, THEREFORE, Mary Myrle Wheeler being sole heir under the Last Will and Testament of the said decedent, and being that person entitled to inherit under said Last Will and Testament, does hereby acknowledge that I have this day had and received from the aforesaid personal representative, in full satisfaction and payment of all sums of money, legacies, bequests, and devises as are given, devised and bequeathed to me respectively by the said Last Will and Testament, the amounts due me under said Last Will and Testament, which amounts I have received this day or prior to this day; and, I do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, I agree that no account is necessary and I do hereby agree that I do consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphan's Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said personal representative, Mary Myrle Wheeler, her heirs, executors, administrators and assigned, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the Estate of the said decedent, and I do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this Agreement, I do hereby covenant and agree with each other and the aforesaid personal representative, that I will contribute pro-rata my share of the Estate to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the said Estate or the aforesaid personal representative after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. .., IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year noted below. ~-/q - 03 Date ~').~~ Witness ,~JJ<< Mary yrle heel / / . , . BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-21-2003 WHEELER 03-31-2001 21 01-0396 CUMBERLAND 101 ROBERT J MULDERIG TURD LAW OFFICES 28 S PITT ST CARLISLE PA 17013 REV-IS.? EX iFP (01-05) HAROLD w Amount Remitted ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 30,000.00 26,211.39 .00 (8) 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-V=is4'-EX--AFP--foY:03Y-NO';--icE--OF-i-NHERifANCE-YAjc-APPRAisEMENT:-j\iioWAtfcE-'(fR"----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WHEELER HAROLD W FILE NO. 21 01-0396 ACN 101 DATE 04-21-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previOUSly, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due (9) nO) 6,105.71 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 56,211. 39 6.105 71 50,105.68 .00 50,105.68 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 .00 .00 .00 .00 TAX CREDITS: " , . ..... . ........... . II (+ J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 .00 (11) (12) (13) (14) 50,105.68 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (19)= * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A Drtr...ln C!'IC'I: DC'''C'D~C' C!"TnC' nc TUTC'" C"nnu I:'na T'-Ir--rn."...."T"Tn.'.... , R'";V'. 1SDD EX + 15-4.., t- Z W o W o W o . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENrS NAME (LAST, FIRST. AND MIDDLE INITIAL) I . . ! Wheeler, Harold WIlham ~UA THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REV~150.0 INHERITANCE TAX RETURN RESIDENT DECEDENT I FilE NUMBER 21 01 00396 NUMBER COUNTY CODE YEAR SOCIAL SECURITY NUMBER 485-03-9417 REGISTER OF WILLS SOCIAL SECURITY NUMBER ~(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL) , Wheeler, Mary M. I 181 1. Original Return 314-20-3690 o W t- :.::~l/) 00:::':: w~o :x: DO 00::-1 ~m D- ~ o 2. Supplemental Return o o o o 11. Election to tax under Sec. 9113(A) (AlIach Sch 0) 4a. Future Interest Compromise (dale of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 4. Limited Estate o o :0 o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received t- Z W o z o D.. FIRM NAME (If applicable) i Turo Law Offices 28 S. Pitt St. Carlisle, P A 17013 ElEPHONE NUMBER 717/245-9688 1. Real Estate (Schedule A) (1 ) (2) (3) (4) (5) (6) (7) ~ \" 2. Stocks and Bonds (Schedule B) -0- -0- -0- 30,000.00 26,211.39 -0- 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedl:J1e E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (8) 56,211.39 6,105.71 (9) 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11 ) 6,105.71 (12) 50,105.68 (13) (14) 50,105.68 (15) 0.00 (16) (17) (18) (19) 0.00 -----...---.--..-------.. .-. 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 50> 105.68 x .00 z o j: <l: t- :J D.. ::!; o u ~ t- 16. Amount of Line 14 taxable at lineal rate x .045 17. Amount of Line 14 taxable at sibling rate x .12 18. Amount of Line 14 taxable at collateral rate x .15 19. Tax Due Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complet~ Addre~s: STREET ADDRESS 1211 Centerville Road CITY Newville I STATE PA I ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A.. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 0.00 Total Credits (A + 8 + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty (3) 0.00 (4) (5) 0.00 (SA) (58) 0.00 TotallnteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT t~.: "'l~ ;'<~riYi~ ~"" ~: ~~'=:':2==:L~~~~< r~~Y>>_~:'!:~ ~t;.<<:~':'~::,,"~Y: '11~ ;,~iiyf;~~~~=L}~lI:i'"7f7J\::~'T~~_~:~ ~;}.;~'r:, x:~ ^~~.::~~ PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................. 0 ~ b. retain the right to designate who shall use the property transferred or its income;................................ 0 ~ c. retain a reversionary interest; or............................................................................................................ 0 ~ d. receive the promise for life of either payments, benefits or care?.......................................................... 0 ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .......... .............. ..... .......... ..................................... ............ ........ ............. ... 0 ~ 3. Did'decedent own an "in trust for" or payable upon death bank account or security at his or her death?...... D ~ 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. Linder penalties of perjury. I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, if is true, correct and complete. Declaration of preparer other than the personal representallve is based on all Informallon of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Mary M. Wheeler 4023 White Oak: Court Franklinton,~C 27525 Dj J 1f.j/g{3 28 S. Pitt St. Carlisle, PA 17013 J;1 3/J0" For dates of dea on or after July 1, 1994 and before January 1. 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1. 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent. an adoptive parent. or a stepparent of the child is 0% [72 P .S. 99116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P .S. 39116 1.2) [72 P.S. 99116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P .S. 99116 {a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. *' I" ! SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER 21 - 01 - 00396 ESTATE OF Wheeler, Harold William Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER ----T- DESCRIPTION VALUE AT DATE OF DEATH -- --- ~- --- - .. - -30JjOO.-OO Inheritance from the Estate of Harry W. Wheeler 2 --- -- TOTAL (Also enter on Line 5, Recapitulation) 30,000.00 *' SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wheeler, Harold William I FILE NUMBER 21 - 01 - 00396 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 A Mary M. Wheeler ADDRESS RELATIONSHIP TO DECEQENT Wife 4023 White Oak Court Franklinton, NC 27525 JOINTLY OWNED PROPERTY: ITEM 'I LETTER ~~6~ Include name of financial institution and bank account number DATE OF DEATH D~8{.s DA0~~~~6~TH NUMBER F~~NJ2~~T JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST estate. A 04/02/1971 1211 Centerville Road 17,291.35 8,645.68 Newville, P A 17241 A 10/12/1976 1213 Centerville Road Newville, P A 17241 35,131.42 17,565.71 TOTAL (Also enter on line 6, Recapitulation) 26,211.39 . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF . . Wheeler, Harold WIlham I FILE NUMBER --- ---- 21 - 01 - 00396 Debts of decedent must be reported on Schedule I. ITEM NUMBER: -A~ ---,FUNERAL EXPENSES: DESCRIPTION AMOUNT B. ! ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): 2. Street Address Oty S~~ Year(s) Commission paid Attomey's Fees Robert 1. Mulderig, Esq. Zip 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Mary M. Wheeler Street Address 1211 Centerville Road City Newville Relationship of Claimant to Decedent State P A Spouse Zip 17241 4. Probate Fees The Sentinel Cumberland County Register of Wills Cumberland Law Journal 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 2,800.00 3,000.00 108.71 122.00 75.00 TOTAL (Also enter on line 9, Recapitulation) 6,105.71 RE iJ.15'1 J,EX + (9.00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I FILE NUMBER 21 - 01 - 00396 RELATIONSHIP TO DECEDENT Do No Lis AMOUNT OR SHARE OF ESTATE ESTATE OF Wheeler, Harold William -- --- --- ---+ I. . TAXABLE DISTRIBUTIONS (include outright spousal distributions) Mary M. Wheeler Spouse One Hundred Percent i Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheelt I I II. \NON-TAXABLE DISTRIBUTIONS: 'A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I I I I TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEBT I '" .. EXHIBIT B GROSS ESTATE LIABILITIES A. Attorney Fees - Turo Law Office B. Family Exemption C. Register of Wills D. The Sentinel E. Cumberland Law Journal AMOUNT REMAINING TO BE DISTRIBUTED 1000/0 DISTRIBUTION TO MARY MYRLE WHEELER $56,211.39 $ 2,800.00 $ 3,000.00 $ 122.00 $ 108.71 $ 75.00 $50,105.68 $50,105.68 STATUS REPORT UNDER RULE 6.12 ~ oK Name of Decedent: Harold W. Wheeler Date of Death: March 31, 2001 Will No.: 2001-0396 Admin. No.: 21-2001-0396 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: NO 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: September, 2003 3. If the answer to NO.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? 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? d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: April 14, 2003 Capacity: Counsel Personal Representative Q; 4t~ \jt JRD/June 30, 1992/17858 APR ~003 Estate No.: 21- 2001-0396 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA In Re: Estate of Harold W. Wheeler Late of Penn Township NO: 21- 2001-0396 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative Counsel for Personal Representative: Robert J. Mulderig, Esquire Date of Decedent's Death 03/31/2001 Date of Delinquency Notice: 02/07/2003 The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 02-07, 2003, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 03/07/2003 L ')J;f).ur;fl-h MI-Ju/#, Donna M. Otto, Register of Wills Distribution: Personal Representative Counsel for Personal Representative Estate File 5';13 ~<~ (j;3oA/J'P A hearing is scheduled for at in Courtroom No.3. lfthe Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. ~~ "'" \\ 0 t- Cumberland County - Register Of Wills Hanover and High Street ~ ~J - Carlisle, PA 17013 lP~t- Phone: (71 7) 240 - 6345 ~b- iI(j 2;\ 9) \ 0 \ Date: 2/07/2003 MARY MYRLE WHEELER 1211 CENTERVILLE ROAD NEWVILLE, PA 17241 RE: Estate of WHEELER HAROLD W File Number: 2001-00396 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: 3/31/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: J File Counsel Judge . Complete items 1, 2, and 3. Also complete item 4 if R~stricted Delivery is desired. . P.rint your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpiece, or on the front if space permits. ICl.. ..' AD Agent X t,.' 1..1rYJ.i/ I D Addressee B. Received by ( Printed Name) C ate of Delivery -;0- tJ 3 D. Is delivery address different from item 1? DYes If YES, enter delivery address below: D No SENDt::R: COMPLETE THIS SECTION ';gM;~~,t;~ ~ f/a... /71/13 3. ~'Jce Type ~Certified Mail D Registered D Insured Mail D Express Mail D Return Receipt for Merchandise DC.D.D. . 4. Restricted Delivery? (Extra Fee) DYes 2. Article Number (Transfer from service labelj PS Form 3811, August 2001 7001 2510 0006 5862 1170 Domestic Return Receipt 102595-02-M-0835 U.S. Postal Service CERTIFIED MAIL RECEIPT (Domestic Mail Onl . N I y, 0 nsurance Coverage PrOvided) J CJ ["'- ...-"I ...-"I n.J ..JJ co U') Postage Certified Fee ..JJ CJ CJ CJ Return Receipt Fee (Endorsement Required) Restricted Delivery Fee (Endorsement Required) Postmark Here CJ ...-"I U') n.J ...-"I CJ CJ ["'- - 14444304072003 ROW621 File No 2001-00396 Decedent WHEELER HAROLD W Cumberland County - Register Of Wills Page 1 4/07/2003 PA File No 2101-00396 Docket Entries D/E Date No. Filed 001 04/18/01 PETITION FOR PROBATE AND GRANT OF LETTERS TESTAMENTARY OATH OF PERSONAL REPRESENTATIVE DEATH CERTIFICATE 002 04/19/01 DECREE OF PROBATE AND GRANT OF LETTERS TESTAMENTARY 003 04/27/01 CERTIFICATION OF NOTICE UNDER RULE 5.6(A) 004 03/13/03 SPOUSAL INHERITANCE TAX RETURN TAX DKT 17 PAGE 225 LINE 2 ~ I {;, - ~c:2~-- ..:v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 04-21-2003 WHEELER 03-31-2001 21 01-0396 CUMBERLAND 101 .03 f\PR 28 DATE ESTATE OF DATE OF DEATH P 2 -SI\ILE NUMBER . ~OUNTY ACN ROBERT J MULDERIG TURO LAW OFFICES 28 S PITT ST CARLISLE * REY-15~7 EX AFP (01-05) HAROLD W Amount Remitted Creth PA 1701~\ftnbE;dand PA 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-,,=is,,-j-Ex--AFP--(fff--03Y-No'T-icE--oF--fNHEifiTANCE-'T-A";rAppRAISEHENT-,--ALi-owAifci-cfi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WHEELER HAROLD W FILE NO. 21 01-0396 ACN 101 DATE 04-21-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 30.000.00 26,211.39 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 6,105.71 .00 (11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 56,211.39 6.105 71 50,105.68 .00 50,105.68 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. 50,105.68 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (19)= .00 .00 .00 .00 .00 . " ..."".... n___'" , I (+ J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) Register of Wills of Cumberland County STATUS REPORT UNDER RULEr:. t_ t-J a.Ov(/ Lv, L). .t~ .erJ___ Name of Decedent: Date of Death: Estate No.: ~ (YOI- 00 3~0 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 ~er administration of the estate is complete: .Yes~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the person~sentative file a final account with the Court? Yes 0 No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the perso.~ al re sentative state an account informally to the parties in interest? Y e~ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Cler the Orphans' Court and m .be ~ a~ched to this report. Date: ~ IXC6 :.'"'") (~'':' t1V 1)0(3~~k~~(;;? N~e 7<;: (j).if ~/-C:ev ~fL pA- Address //7~JY5--~t;fJ Telephone No. Capacity: 0 Personal Representative ~ounsel for personal representative vJ