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Home My WebLink About01-0407 ~\. Register of Wills of Cumberland County, Pennsylvania Estate of I\IIQrQQrE'~ G I E'\lY PETITION FOR GRANT OF LETTERS NO.~- DLtD'1 also known as I\IIQrQQrE't GE'nE'\lQ LE'\lY , Deceased Social Security No. 217-16-3829 Petltioner(s), who is 18 years of age or older, applies for: (COMPLETE "A" OR "B" BELOW:) o A. Probate and Grant of Letters and avers that Petitioner is the execut- named in the Last Will of the Decedent, dated and codicil(s) dated 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: N/A Ii] B. Grant of Letters of Administration t L. ~ Id.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) ./ ;:'lnrl hp.irs' [ Name Relationship Residence Theresa Matthews niece whereabouts unknown Carl S. Tabb nephew whereabouts unknown Bernice Coleman niece 135 N. 14th St., Lebanon, PA 17042 Phyllis J. Lay niece 820 N. 18th St., Harrisburg, PA 17103 Frances Brown niece 3 S. 16th St., Apt. 1, Harrisburg, PA 17104 Richard A. Brown nephew 526 Schuylkill St., Harrisburg, PA 17110 ) (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in ('llmhl'lrl;mn County, Pennsylvania, with his/her last family or principal residence at C;:tmr I-lill (';om:> rl'lntM. 46 I=rfnrn R03n r;:tmr I-lill PA 17011 (list street, number and municipality) Decedent, then -B.6.- years of age, died I\/brl"'h I=i , .200..1, at r:lmp I-lill r:lrl'l Cl'lntl'lr (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property ............................................................................................ $ 1 ':l() ()()() ()() (If not domiciled in PAl Personal property in Pennsylvania......................................................................... $ (If not domiciled in PAl Personal property in County................................................................................. $ Value of real estate in Pennsylvania............................................................................................................................... $ Total. . . . . . ... .. . . . . . . .. . . . .. ... . . . .. .. .. . .. .. . .. . . .. .. .. . ....... . . . .. .. . . . ... .. .. . . . ....... . .. .. .. . . . .. .. .. . . . . . . .. . . . . . . . . . . . .. .. . . . . .. . . . . . . . . . . .. . . . . . . . .. . . . . $ 1 '< n nnn nn Real Estate situated as follows: Wherefore, Petitioner respectfully requests the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence Phyllis J. Lay, 820 N. 18th St., Harrisburg, PA 17103 Form RW-' Page' of 2 (Cumberland County) - Rev. 9/92 }L ), ( h] I I h.: i 11 t () r ! lL U : () i I h l' r l' I" " tr( '111.1 c:r!~j n _~l '_\."rtdi", aCt.' ',~~ ;~iL>~\ duk liled wiih Inl' ;1\ 1 ; < ; 1 I . j ~ 1 .,_' 11:1 I l. t ('! i I i L J [L \\ il ! t ('11-\\ J; t 1.-.-'(1 r t'l C \...; t \ It i,:"( (?n!, ( 'fiiLL pnn:a:1l'11 ! WARNING' It is illegal to d'Jplicate this copy by photostat or photograph. ; f - .; > L- ~ I r 11 ["I '.: "or t : t h..' l" i \.2 ,iI( i /j~(~U; f.~~ij~,\\ ,>. ~ --, \~~;;~j<,,~:~r~;5' U~/lQ _MJ_ ~R~' p 7285354 .;J- 7-[ ____~:_.._.- _.._._....,..___._..__... '_'_4' ,',-, I , H105.:43 Aft 2117 COMMONWEALTH Of PENNSYLVANIA. OEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH 'llPNNT .. IlAN€HT l.Clt _ 1. SWE''lE_A L~ -~--- ~x-~l~li~1A;NUMr~-3tO~:~~H;;~OZ~1 P\.ACE cw OERHIC~ Of"ty..... -- _It'ISI'~~on or.... - -- E~"'CJ ~O, [~~~o ~O I~~~~~l1~:'~:: MAAlTAl STATUS. _ - SUA\IlWtG SPOUSE _.........~. '1__-_ 00w0tcecI1SpocIyt W 11. NAME Of DECEDENT If... .....;;.,... '_1 ~I .. eu.... U~ DECEDENT'S USUAl. OCCUI'lVION ~-=:~~.::~~ ~ o :I ~ ~ ~ L !WIT II: 0lNr ......._-.......-..... _-.......~_...iaMRTl E WERE AUltlf'SY FlNDlHGS -.MLE 1'AIOfI1O COMI'lETION OF CAUSE 01' DEATH? WAHNEA OF DEATH ....0 No~ -. - - tJ o o ORE Of IN.lUAY ......... a.y. -, TIWE Of INJURY -- ........ ---- o o o PUlCE Of IHJUfIV. At _. I...... -. 1ac1Clfy. _ Y. -.. .. ,Spooov\ -, ~""''''cIo4_ -. QIIT.... lO'CIl oriy onet .QllTWYIIIG "",SlCINlIPh_~QUMd_ _ _ llI>YloC.an.... "'_ <Ie..., """c"""""*'_ 2Jl re..._.,"'y..--...,.. ....OCC__.....CMlM(.I__.........,.........,...,...."'.,. a i l!: III U ! ~ ! "PRONOUNClHQ AHO aftTWl'1NQ ~YSlClAH IPhyw:.." bOIfl ;>ronout'C"'9 _ """ ctnJlyonq 10 c~.. d "011>' Te... _....., __-.. .... occ....... at ... _. da.o. _ pleco. _ _10 Iho .ouM(ll_ mo""., .1 ........ -..oecAL EXA_IAICORONIR On 11M ...... of ao_1on andIot In....lIs.lioIt. in my optftoon. deall1 occun... stllte tlmo. d.'a. and pIKa. _ duo 10 11M c.....(.I_ J10~ ........... , , . . . . . . . . . . . . , . . . . . , , . , . , , . , . . ' . . . , . . . . . . , . . . . . . . . , . . . . . . , . . . , , . . . . . . . . . , , . . . . . . . . . . , . , , ' . REGISTRAR'S SIGHATUAE AND NUIoIIIEA A 1")..,=_ L11.71.21 2121 30, 5-7- 1t1/ Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner above-named swears and 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 Decedent, Petitioner will well and truly administer the estate according to law. Sworn to and affirm~dcmcj subscribed before me this L Lt : t t-. day of 1\f;~IL --2oLl '. (j)~;)J)cf}zd- . (' ..,~ U \. ,I ..' / ( I \ . ').. . '---I t /t), \I,.t( I ';~'- ,~;- '-'1-- ; " V I Ji-':) (~\1<..' .~.j '---- .'- . ~ \".) , ~ No. '/~ I ~- C' ) - C 4-{. I 7 Estate of ~J1ARGARI=T G I 1= \IV Deceased Social Security No: ? 1 7-1 fV~R?q Date of Death: M8r('h 5, 2001 AND NOW, (\-r\~ II 2 1+ , 20() I ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters D Testamentary Grof Administration are hereby granted t6 ~~4 ~ /JJ~) '.J L 1\ ";1 d.b.n.c,t.; pendente lite; durante absentia; durante minoritate in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters.......................... . Short Certificate(s).......... Renunciation................. . Affidavit ( )................. Extra Pages ( )............ Codicil.......................... JCP Fee........................ I n vent 0 ry . . . . . . . . . . . . . . . . . . . . . . Other........................... . -;' ~,J,~; .1 $ 1_')'); l. 'v r'; ( ;> cr. ....\ I fe-\'/{ii~~-ii( \ I ( 1"1, " ,; / \ R~.J)f Wills'. r I j' i .!___.._....-/ ) I. ). 'f (. . ....'~)' ,If" . ~.l .. I I', I ? ',. -I... J . / f i $ r I . ( I., $ IS C (.' $ $ $ $ ~)CL $ $ Attorney: H~~th~r n Rny~r, Fsq"ire I.D. No: 76~?7 Address: ?917 North Front ~tr~~t Herric::b"ra, PA 1711 n Telephone: (717) ?34.- ?4.0 1 I' ' , - TOTAL $ ~ I., ,i : c/ (/ ................ -- Form RW.l Page 2 of 2 (Cumberland County) - Rev. 9/92 INRE: ESTATE OF MARGARET G. LEVY, a/k/a MARGARET GENEVA LEVY, Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO. ~) -C/-()4-0f7 AFFIDA VIT I, Phyllis J. Lay, niece of the decedent, Margaret G. Levy a/k/a Margaret Geneva Levy, and Petitioner for the Grant of Letters of Administration, do hereby swear that to the best of my knowledge, the whereabouts of Theresa Matthews, niece of decedent, and Carl S. Tabb, nephew of decedent, are unknown. Ms. Mathews has not been seen or heard from in over twelve (12) years, and Mr. Tabb has not been seen or heard from in over fifty (50) years. Dated: if/:I If-~ / ~~)~ Phyllis 1. Lay (/ Sworn to and subscribed - ~ before me thiso/.lf day of (;;J:nt-'/ (J , 2001. CCaud:~:!- otary Public U Notarial Seal Joanne A. Bradley, Notary Public Harrisburg, Dauphin COunty My Commission Expires June 3, 2003 Member, pennsylvania Association of Notaries Register of Wills of Cumberland County, Pennsylvania RENUNCIA TION Estate of l\J1arC)arE:'t G I E:'\fY No. ~ j -01 -('Y- D r7 also known as 1\J1:::!ro:::!rPt r,pnp\f:::! I P\fY I Deceased The undersigned, I=r:;lnC'E'~ RrOIMn, niE'C'E' (Relationship) (Capacity) of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters nf f1nminictr~tif'\n Witness my hand this be issued to Phylli~ I I ::1\1 :.-:: day of ~ ,2001. NOT AAIAL SEAL . DOROTHY KING. Notary PublIC C'N of Harrisburg. Dauphin County , '-, j::' t->n ~ ')0()2 M'; (;nrf.:niSf:;Ofl ,- XOlf~S , '.. ... jf~' ~)/IIY'-' Frances rown (Signature) 3 ~nllth 1Rth ~trpPt, Apt 1 I-brric:h"ro PA 17104 (Address) Sworn to or affirmed and subscribed bef re me this S day of .~ , 20~ Notary Publi My Commission Expires: \3ig~':'l.j~e and ssal c~ :~vtai.")l' or otl~er official ~~OTE: Renunciat:cns Gx€cu-::ed outs:de ths Office of Register of qualified to administer oaths. Show date of expiration of Notary's commission.) Wills are required in some counties to be notarized. Form RW-4 {Dauphin County - Rev. 9/921 Register of Wills of Cumberland County, Pennsylvania RENUNCIA TION Estate of I\I1:;JrC]:;Jret G I e\fY No. also known as l\I1:;JrC]aret Gene\fa Le\fY , Deceased The undersigned, R"'rnil"'''' rnl",m::m ni",I"'''' of (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters nf Arlminic:tr<;ltinn Witness my be issued to Phyllic: I I ~y hand this y+h day of A~r\ \ ,2001. ~~~/~~ ern ice Coleman (Signature) 1~&:i I\Inrth 1.1.th ~tr",,,,t I ",h::mnn PA 170.1.? (Address) Sworn to or affirmed and subscribed before me this 4 +h day of Ap":, \ , 20~. ~OAJU~ ?J Qdl)/YY)O) ~llc' My Commission Expires: 6 / ~ 4/ D3 No1aI\II8eId ~ 1.. Ad8I-. ....,...... ~~CbMIr .., 0........... __ _ M.'- . _,~_.~M AiMIIo....1M fI ~ ~. ~'\W111/0I11.i" ,....~~........ " ' ISlgnature and seal of Notary or other official NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. qualified to administer oaths. Show date of expiration of Notary's commission.) Form RW-4 IDauphin County - Rev. 9/921 Register of Wills of Cumberland County, Pennsylvania RENUNCIA TION Estate of I\AQrCJQret G Le"y No. ~ . L\ 1- 04-Lil7 also known as l\A~ro~n't GE;>nE;>"~ I P"y , Deceased The undersigned, Ri,..h~rrl /1 Rrn\Mn, nl"rhl"\M (Relationship) (Capacity) of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters "f Llrlminic::tr::atinn be issued to Phylli9 I I 8Y Witness m\l , hand this ,2001. ~~, 5?6 S,..h"ylkill ~t , I--I~rric::hl'ro, P/1 1711 n (Address) Notarial Seal William N. Hooper, Notary Public Harrisburg, D:lUphin County M Commission Expires Au . 15. 2002 rJ'temtx';r, Per" \5)rl<':ari2A'SSOOa1i:J1dNdaOOs Is~nature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. Form RW-4 (Dauphin County - Rev. 9/921 " ..... E ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Margaret G. Levy a/k/a Margaret Geneva Levy Date of Death: March 5, 2001 No. 2001-00407 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 April 27, 2001: Name AcIcIress Dean Swift 10 English Elm Court, Catonsville, MD 21228 La Kisha D. Atkins 406 Mt. Holly Street, Baltimore, MD 21229 La Trisha D. Atkins 406 Mt. Holly Street, Baltimore, MD 21229 Dennis G. Atkins, Jr. 406 Mt. Holly Street, Baltimore, MD 21229 Wanda Atkins 4831 Gilroy Drive, Baltimore, MD 21214 Carol Atkins 26 Rumelia Circle, Baltimore, MD 21221 Margaret K. Bowlware 4339 Reisterstown Road, Baltimore, MD 21215 Bernice Coleman 135 North 14th Street, Lebanon, PA 17042 Phyllis J. Lay 820 N. 18th Street, Harrisburg, P A 17103 Frances Brown 3 South 16th Street, Apt. 1, Harrisburg, PA 17104 Dionne Lamour Street 615 Curtin Street, Harrisburg, PAl 711 0 Richard A. Brown 526 Schuylkill Street, Harrisburg, P A 17110 231-E-1 North 40th Street, Harrisburg, P A 17111 Misty Brown . ~ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Theresa Matthews whereabouts unknown Carl S. Tabb whereabouts unknown SMIGEL, ANDERSON & SACKS Date: April 27, 2001 By: \ Heather D. Royer, Es uire ID# 76327 2917 North Front Street Harrisburg, PAl 711 0-1223 (717) 234-2401 Attorneys for Personal Representat i ve COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ROYER HEATHER 291 7 NORTH FRONT STREET HARRISBURG, PA 17110 ____nn fold ESTATE INFORMATION: SSN: 217-16-3829 FILE NUMBER: 21-2001- 0407 DECEDENT NAME: LEVY MARGARET G DATE OF PAYMENT: 12/05/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/05/2001 NO. CD 000604 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $17,147.96 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: PHYLLIS J LAY C/O HEATHER 0 ROYER ESQUIRE CHECK#1008 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $17,147.96 MARY C. LEWIS REGISTER OF WILLS \. /10 - c2J'S- / ..:2 J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 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 fit; DATE _ ESTATE OF DATE OF DEATH FILE NUMBER P 1 :~QlINTY ACN 01-29-2002 LEVY 03-05-2001 21 01-0407 CUMBERLAND 101 HEATHER D ROYER SMIGEL ETAL 2917 N FRONT ST HBG .02 FEB-1 REV-1547 EX AFP 112-DDI MARGARET G (;is'i PA 17110Culnt;~, Amount Remitted 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 ~ rffv =iS4-j-ix--AFP-fi'2-:oCrr-NCffici--OF-':ftiHiifiTAifcE-TAx-jrpPRA-isEifENT~--AL1-owAi'-cE-ifR----------- - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LEVY MARGARET G FILE NO. 21 01-0407 ACN 101 DATE 01-29-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. 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: .00 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 114,319.72 X 15 = 17,147.96 (19)= 17,147.96 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 .00 139,188.38 .00 .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) 18,670.11 6.198.55 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 139,188.38 (11) (12) (13) (14) :;>>4 R6R 66 114,319.72 .00 114,319.72 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-05-2001 CDOO0604 .00 17,147.96 TOTAL TAX CREDIT 17,147.96 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 PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "'CREDIT"' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) I' ,~ I" I ,/ ,/ L,,/ ()fl \. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Margaret G. Levy Date of Death: March 5, 2001 Will No.: 2001-00407 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 0 No ~ 2. If the answer is No, state when the personal represAentative reasonably believes that the administration will be complete: June I, 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? Yes No 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this repor. " Date:~ -1 Kl~jf.VI1 /) {~1p Signature /J Heather D. Royer, Esquire Name 4431 North Front street Harrisburg, PA 17110-1709 Address (717) 234-2401 Telephone No. Capacity: 0 Personal Representative Qg Counsel for personal representative Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 2/07/2003 PHYLLIS J LAY 820 NORTH 18TH STREET HARRISBURG, PA 17103 RE: Estate of LEVY MARGARET G File Number: 2001-00407 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: 3/05/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: "IF i 1 e Counsel Judge COMMONWEALTH OF PENNSYLVANIA COUNTY OF -eUMBtRLAND J)'A G f t-t (f\~) J ss: Phyllis J. Lay being duly sworn according to law, deposes and says that she is the Administratrix of the Estate of Margaret G. Levv late of Cam-p_J:Iill__CpJ:"~C.~t~r.-I-~_Erford Rd. ,CamP HilfCumberland County. Pa.. deceased and that the within is an inventory made by Phyll i!=;.T T .rlY "' the said Administratrix of the entire estate of said decedent, consisting of all the personal propdrty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. ~(:L ~<-Y""') b('L ~lc,: Jf--} ~ 2001 ~.&~ ' ", .' ~4--' ,. "t~ Ex utor. Admfftrator C) ,'=;L0C~11 ,-+c.-:- and subscribed before me, Phyllis J. Lay 820 North 18th street, Harrisburg, PA 17103 Address Date ~f [leath 5th March 2001 Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. >- t- W >- ~ t- W < ['- 0::: a- t- G) 0 0 0 en CO' >- .;:r w ~ W IU G) 0 to- I Q.. a- c I Z t- ...J LL ... ~ ...J < 0 ~ ......t 0 LL :t 0 w 0 < w ......t . - , > Z ~ -,...j '0 >- < ~ . ::r:: 0::; ~ N Ii z 0 0 t!J :3 0 en Z '0 0 ~ +> a ~u z I w < Q) 0-0 .,.. Q.. ~ 4-l c ~ -~~ I o ... l \.0..,8 -0 ~ Q).;:r E ..! 0 I .... :3 0 I I ~ U u: = ------- - --- ------- , J Ce Inventory of the real and personal estate of Margaret G. Levy deceased Tax Relief Act Refund 133,779 06 24 01 446 55 2,113 00 2,351 36 'I 350 00 I I 1 124 40 I ,I II II Bank of America Savings Account #9403459918 Maryland State Retirement Agency Account #217-16-3829 State Retirement and Pension System of Maryland Social Security Check Maryland State Retirement Agency Refund of Security Deposit from parkview at Randallstown N ~ (\'") 0- IJI I CJ c::::l p L~i ,~~ '"B- ij) = "..- ,...)U \\ \JJ' ~ ..tIlllIlX.... z o ~ ... ::::l Do ~ o u ~ b COMMONWEALlll OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1500 tNHERITANCE TAX RETURN ~RESIDENT DECEDENT OFFICIAL USE ONLY Ilo-225- 12- FILE NUMBER _L1... - Q... .L ...Q.. ...i. ....Q. L _ COlIIIY OODE VOIR NlIIlER SOCIAL SECURITY NUMBER IKJ UldlllnalRobm 02.&ppIementaJRobm 0 3._Robm_"_....t~lN2} o 4.'-"IIId~ . 0 4a.FulIn_CampnlmIoo_"_....,~lH2) 0 5._EstaIeTaxRobmRequl/8d o e.OocIdenlDlodToollil__"WI) 0 7.Decedonl~llMngT""__"TMll Q... 8. ToIlIItllJllWofSalttDepooilao... o 9.UlIgatIonPnlc:aodlRec:8Ned 0 10.SpausalPovertyCladil_"__.......t...~1-05) 0 11._lolaxundetSee.9113(A)_SdIO) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE'AND:CONFIDENTlAL.TAlnNFORMATlON SHOULD BE DIRECTED TO: NAME th COMPlETE MAlUNG ADDRESS Hea er D. R FIRM NAME (W_ I- Z W Q W U W Q DECEDENT'S NAME (lAST, FIRST. AND MIDDLE INITIAL) I.e t DATE OF DEATH (MII-OO-YEAR) DATE OF BIRTll (MM-lllJ.YEAR) 03/05/01 01/20/15 (IF APPUCABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST. AND MIDDLE INITIAL) I!: ..ii!~ fdlLu ",00 U"'... Sill Ii: w o ~ I o u ~~1~~34-2401 z o 5 ::::l l- ii: ~ u w It: ,. Real Eslalo (SchoduIo A) 2. SIocIco and _ (SchoduIo B) 3. Closely Held CorpcnlIan. Plrlnaill or SoIa-Pnlprie1orshi 4. ~ I _ RacoivabIo (SchoduIo 0) 5. ClIIt. Bank 0ep0IitI I __ _ PropeIty (SchoduIo E) e. JQ!rrIy Owned PropeIty (SchIduIo F) o SapII8Io BIIng RaquaIod 7.lnIor._TI>I1IIInI_IICIUI_Property (SchoduIo G or L) e. TolaIGnlIa_(IoIlIILlnlll.7) 9. F_ ~ 1M,........ ~ (SchoduIo H) 10. 00bII of 0ecIdd.1.b1gaga~. I Uans (Sd1edule I) 11. TolII~(IllIIILi1oI9&lO) 12. Not V.... 01 EaIIII (lilt 8..... Uno 11) 13. a...-1I1d (loo,.......oIoI~ 9113 TI\ls1I fotwl1lcll.._lolaxhalnolbeen modi (Schoduto J) (1) (2) (3) (4) (5) 139,188.38 (8) (7) (8) (10) 18,670.11 6,198.55 14. NotV....'ub)octt.T..(Uno 12..... Uno 13) lEE IN81RIICTION8 ON REVERSE IIDE FOR APPUCABLE RATEB 15. Amounl.rUnol._III..1pOUSlIi1ox _or__See. 9118 (IX1.2) 18. AmounlolUno '._11I__ 17. AmounlolUno '._.~ralo 18. Amount.rUno 1._._1810 114,319.72 19. Ta 0.. 20.0 THIS RETURN MUST BE FILED IN OUPUCATE WITH THE REGISTER OF WILLS SOCIAl SECURITY NUMBER 2917 North Front street Harrisburg, PA 17110 OFFfc'iAL -OsE-6~j'L'i . PG _I'rI ~ ~' 0- ' : a ',::' 9 ::offiJ roo ;:!';',?, ~> t::J C":l I U1 ,''':, ""'" f;6 c:~ (8) __31___ _: . ;:>__ __ <. w "-"'. .1f?~, 18~8 ",- S. (11) 24,868.66 - (12) 114,319.72 (13) 0 (14) 114,319.72 x.O_ (15) x.O_ (18) x .12 (17) x .15 (18) 17.147.96 (19) 17.147.96 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ,." BE SURE TO ANSWER ALL QUESnONS ON R~S!; s,nl' "'Nn RI''''''I''''' U....... ~ ~ Oec'edent's Complete Address: STREET ADDRESS 46 Erford Road CITY r"'nln Hill I STATE PA !ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page Hine 19) 2. Credits/Payments A. Spousal Poverty Credit B. Plior Payments C. Discount (1) 17,147.96 o o o Total Credits (A + B + C ) (2) o 3. InteresUPenalty if applicable O. Interest E. Penalty TotallnteresUPenalty ( D + E) If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 line 2{) to request a refund o o 5. If line 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. (3) (4) (5) (SA) o 4. A. Enter the interest on the tax due. o 17,147.96 o B. Enter the total 01 Line 5 + SA. This is the BAlANCE DUE. (5B) ---12,1 47.96 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 tmnsfer and: Yes No a. retain the use or income of the property transferred;............................................................ .......... 0 KJ 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 KJ 3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? ... 0 !9 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which contains a beneficiary designation? ....................................................,........... ..................... ....................... 0 [Jd 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 dedare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correcl and complete. DedaratiDn of ~re~arer other than the personal r9llresentative is. haOOd 00 aU information of which prepare! has all'f kf\O'tIledge. SIG OF FOR FILING RETURN Harrisbur PRESENTATIVE PA 17103 ADDRESS Smigel, Anderson & Sacks, , 2917 N. Front Street, Harrisburq, PA 17110 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse 1s 3% [72 PS. 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% 172 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from lax, and the statutory requirements for disclosure of assets and filing a tax return are stid 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 deteased child twenty-one years 01 age or younger at death to or for the use of a natural parent, an adoplive parent, or a stepparent of the child is 0% 172 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. 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. s9116(a}{1.3}]. A sibling \s deflned, under Section 9102, as an individual who has at least one parent in common with the decedent. whether by blood or adoption. ",o;om",,,,,,,. COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Margaret G. Levy FILE NUMBER 21-01-0407 lnclude the proceeds of litigation and the dale the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. VALUE AT DATE OF DEATH DESCRIPTION Bank of America Savings Account #9403459918 (see copy of letter attached hereto) Maryland State Retirement Agency Account #217-16-3829 Prorated payment state Retirement and Pension System of Maryland Uncashed pension checks located in decedent's apartment $148.85 x 3 checks = $446.55 133,779.06 24.01 446.55 Social Security Checks Uncashed social security checks located in decedent' s apartment 1 check at $517.00 and $532.00 x 3 checks = 1,596.00 2,113.00 Maryland State Retirement Agency Uncashed annuity checks located in decedent's apartment 1 check at $575.91, 1 check at $597.91 and $588.77 x 2 checks = $1,177.54 Refund of security deposit from parkview at RarlClallstown 2,351.36 350.00 Tax Relief Act Refund 124.40 TOTAL (Also enler on line 5. Recapitulation) $ 139,188.38 (If more space IS needed, insert additional sheets of the same size) """""""'""'''* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Margaret G. Levy FILE NUMBER 21-01-0407 ESTATE OF Debls 01 decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION , AMOUNT A. FUNERAL EXPENSES: , 1. Nutter Funeral Halle, Inc. (BaltiJoore, Maryland) 3,236.75 2. Woodlawn Cemetery and Chapel Mausoleum I 1,522.10 3. Major H. Winfield Funeral Halle, Inc. (Steelton, J?ennsy 1 vania) 583.00 4. Iord & Taylor (decedent's clothing for viewing and funeral) 229.92 B. ADMINISTRATIVE COSTS: 1. Personal RepresentatiVe s Commissions Name of Personal Representative (5) Phyllis J. Lay 5,000.00 Social Security Ilumbe~.) f EIN Number of Pel1Ol18i Representative(.) Street Address 820 North 18th street City Harrisburg Stale PA Zill 17103 Year(s) Commission Paid; 2001 2. Attorney Fees Smigel, Anderson & Sacks, LLP 7,600.00 3. Family Exemption: (If decedetJt s address is nol the same as daimant 5, attach explanation) Claimant Sbeel Addres. City Stale Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 264.00 5. Accountant s Fees 6. Tax Relum Preparer s Fees 7. Cumberland Law Journal (legal advertisement) 75.00 8. The Sentinel (legal advertisement) 90.59 9. Cumberland County Register of Wills (inheritance tax return and inventory) 25.00 10. Ccmnerce Bank (estate checks) 23.75 11. Major H. Winfield Funeral Halle, Inc. (death certificates) 20.00 TOTAL (Also enter on line 9. Recapitulation) $18,670.11 (If more space IS needed. insert additional sheets of the same Size) 'EV'''''''''''''''.. COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS Margaret G. Levy FILE NUMBER 21-01-0407 Include unrelmbursed medical expense.. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. DESCRIPTION . Risk Management Alternatives, Inc. (Northwest Hospital) Re: Medical bill AMOUNT 8~3.10 Camp Hill Care Center Re: Nursing hane 'bill 2,970.00 Apartment Credit Corporation (Rockdale Garden ApartmentS) Re: Apartment charges 92.54 Rockdale Apartments Re: Back rent fran DeCember 2000 and January 2001 1,070.80 East Pennsboro l\rnbu1ance Service, Inc. Re: Ambulance bill 85.00 West Shore anergency Medical Services Re: Ambulance bill 110.84 BGE Re: Electric bill 356.98 Verizon Re: Telephone bill Randall Emergency Physicians Re: Medical bill 45.83 31.82 Moffitt, Pease & Lim Associates, Inc. Re: Medical bill U.S. Treasury Re: 2000 federal incane tax 2.05 379.68 James M. Hess, CPA Re: Preparation of 2000 incane tax returns smigel, Anderson & Sacks, LLP Re: Legal fees for guardianship 53.00 138.00 Pinnacle Health Re: Medical bill 18.91 TOTAL (Also enteron line 10, Recapilulalionl S 6,198.55 (If mo'" space IS needed, insert additional sheets of the same sIZe) ""."""""""'* COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF 21-01-0407 NUMBER I. Margaret G. Levy NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Dean SWift 10 English Elm Ct., eatonsville, MD 21228 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not Ust Trustee(sj AMOUNT OR SHARE OF ESTATE 2. La Kisha D. Atkins 406 Mt. Holly st., Ba*timore, MD 21229 great nephew Intestate share 3. La Trisha D. Atkins 406 Mt. Holly st., Baltimore, MD 21229 great great niece Intestate share 4. Dennis G. Atkins, Jr. 4.06 Mt . Holly St. , Baltimore, MD 21229 Wanda Atkins 4831 Gilroy Dr., Baltimore, MD 21214 great great niece Intestate share 5. 6. carol Atkins 26 Rumelia Circle, Baltimore, MD 21221 great greiat nephew Intestate share great niece Intestate share great niece Intestate share 7. Margaret K. Bowlware great niece Intestate share 4339 Reisterstown Rd., Baltimore, MD 21215 *See additional sheet attached ENTER DOLLAR AMOUNTS FOR OISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE. ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space 's needed, ,nsert additional sheets of the same Size) Estate of Margaret G. Levy File Number: 21-01-0407 No. Name and Address Relationship Amount or Share of Estate 8. Bernice Coleman 135 N. 14th St., Lebanon, PA 17042 mece Intestate share 9. Phyllis 1. Lay 820 N. 18th St., Harrisburg, PA 17103 mece Intestate share 10. Frances Brown mece Intestate share 3 S. 16th St., Apt. 1, Harrisburg, PA 17104 11. Dionne Lamour Street great niece Intestate share 615 Curtin St., Harrisburg, PA 17110 12. Richard A. Brown nephew Intestate share 526 Schuylkill St., Harrisburg, PA 17110 13. Misty Brown great niece Intestate share 231-E-l N. 40th St., Harrisburg, PA 17111 14. Theresa Matthews Whereabouts unknown mece Intestate share 15. Carl S. Tabb Whereabouts unknown nephew Intestate share \' ( Tj..:rt:oi ., 5['1 ~..3-(~ BankofAmerica ... , Bon_ of Amelia CUstomer SorvIco D.patlmcnl 1011 WIa Parllllllw PO 801 27015 IlcIImond. VA 732'1.7025 May 17,2001 Smigel, AtIdersoD &: Sacks Attention: H-etb"lr Royer 2911NorthPnmtStreet .: Harrisburg, PA 17110-1260 Re: Margaret G. Levy Dear Ms. Royer ,ft>, . Thank you for contacting Bank of America regarding the above-mentioned customer. Please be advised Regular Savings accoUllt numbar 9403459918 was opened on December I, 1979. The accoUllt is beld solely by Margazet Levy. This account had a balance oiSI33,779.06 on the date of death. March 5, 2001. This is the only accoUIIt on tile for this customer. Your most recent Icttc:r also indicated you wish to close this accoWlt. It will be necessary fo) you to provide a lcucrftom the Executor ofthc Bstare requesting the account closutCl. Please forward this to the attention of Michelle DamtcrlAccoUDt Closures at the addzess 1lsted above. If you have any questions please feel free to c:omact me diI=tly at 804.553.5481. ~CbpV Shamla L. Austin Executive Customer Relations .. L ~. I ~ . , ., ; , I .. . . .. USA ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Margaret G. Levv Date of Death: March 5, 2001 Will No. Admin. No. 2001-00407 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 No L 2. If the answer is No, state when the personal representative reasonably believes that the administration will be completed: Within a vear 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties No in interest? Yes d. Copies ofreceipts, 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: .;) Iq In "') J:l,~':3:-::?L7"- SIgnature i"- Heather D. Rover, Esquire Name (Please type or print) 4431 North Front Street. Harrisburg, P A 17110 Address (717) 234-2401 Tel. No. Capacity: Personal Representative l Counsel for personal representative J cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/02/2005 ROYER HEATHER 2917 NORTH FRONT STREET HARRISBURG, PA 17110 RE: Estate of LEVY MARGARET G File Number: 2001-00407 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: 3/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~J~~ , I GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge uJ Petition where decedent left no WILL. In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 2001-0407 ESTATE OF MARGARET G. LEVY aIkIa MARGARET GENEVA LEVY, DECEASED The petition of Phyllis J. Lay, respectfully represents: 1. The decedent, Margaret G. Levy aIkIa Margaret Geneva Levy, late of East Pennsboro Township, Cumberland County, Pennsylvania, died on March 5, 2001, without leaving a Last Will and Testament. On April 24, 2001, Phyllis J. Lay was granted Letters of Administration, and was qualified and appointed by the Register of Wills of Cumberland County, Pennsylvania as Administratrix of the Estate of Margaret G. Levy aIkIa Margaret Geneva Levy. Renunciations were executed by Bernice Coleman and Frances Brown, nieces of De cedent, and Richard A. Brown, nephew of Decedent. 2. The notice of the granting of such letters was published in The Sentinel, a newspaper, on the following dates: May 2, 2001, May 9, 2001 and May 16, 2001; and in the Cumberland Law Joumal, on the following dates: May 11, 2001, May 18, 2001 and May 25, 2001.1 3. The Administratrix filed the Pennsylvania Inheritance Tax Return with the Cumberland County Register of Wills on December 5, 2001. The Administratrix received the Notice of Inheritance Tax approving the filing of the Inheritance Tax Return on January 29, 2002. The Estate is not subject to Federal Estate Tax. 4. The inventory of the estate was filed simultaneously with the Pennsylvania Inheritance Tax Return. , 5. Decedent died leaving no surviving spouse. ., ~- ," ", , ~--I 'J . ,-) ..:'~) .~) , '_.."'1 , .:) " -'I - -T~ .~') ." 6. Decedent died leaving no surviving issue. .J I r..) 7. There are no surviving parents of Decedent. ~ 1 ".'.) en :-.:J "1 ] ADVERTISING LETTERS: Original proofs of publication attached to First and Final Account. '14 8. Extensive efforts were made by Administratrix through her Counsel to identify the next of kin of Decedent. After numerous conversations with family members, hiring a private investigator, consulting a personal investigation report, hiring an international genealogical research company, and consulting a family tree/genealogy report, the Administratrix has identified the following next of kin: The names of all LEGATEES and the amounts and character oftheir LEGACIES, and the names of the residuary legatees and the nature of their interests are as foIlows:2 Names Relationship to Interest Of Age Give name of guardian or committee, if Decedent (Yes or No) any, and how appointed~ submit copy of will in case oftestamentary appointment Phyllis J. Lay Daughter of Mable 4.76% Yes N/A G. Brown, deceased, sister of Decedent Theresa Matthews Daughter of 33.33% Yes P A Department of Revenue, Custodian for William Henry absentee beneficiary in accordance with Matthews. 20 Pa. C.S.A. ~3540 deceased, brother of Decedent Carl S. Tabb Son of Mable G. 4.77% Yes P A Department of Revenue, Custodian for Brown, deceased, absentee beneficiary in accordance with sister of Decedent 20 Pa. C.S.A. ~3540 Dean Swift Son of Georgianna 6.67% Yes N/A Louise Atkins, deceased, daughter of Louise Catherine Taylor, deceased, sister of Decedent LaKisha D. Atkins Daughter of Dennis 2.22% Yes N/A George Atkins, deceased son of Georgianna Louise Atkins, deceased daughter of Louise Catherine Taylor, deceased sister of Decedent La Trisha D. Atkins Daughter of Dennis 2.22% Yes N/A George Atkins, deceased son of Georgianna Louise Atkins, deceased daughter of Louise Catherine Taylor, deceased sister of Decedent 2p ARTIES IN INTEREST: Indicate such legacies as have been revoked with a reference to the revoking clause. Dennis G. Atkins, Jr. Son of Dennis 2.22% Yes N/A George Atkins, deceased son of Georgianna Louise Atkins, deceased daughter of Louise Catherine Taylor, deceased sister of Decedent Wanda Atkins Daughter of 6.67% Yes N/A Georgianna Louise Atkins, deceased, daughter of Louise Catherine Taylor, deceased, sister of Decedent Carol Atkins Daughter of 6.67% Yes N/A Georgianna Louise Atkins, deceased, daughter of Louise Catherine Taylor, deceased, sister of Decedent Margaret K. Bowlware Daughter of 6.67% Yes N/A Georgianna Louise Atkins, deceased, daughter of Louise Catherine Taylor, deceased, sister of Decedent Bernice Coleman Daughter of Mable 4.76% Yes N/A G. Brown. deceased, sister of Decedent Frances Brown Daughter of Mable 4.76% Yes N/A G. Brown, deceased, sister of Decedent Dionne Lamour Street Daughter of 4.76% Yes N/A Thomas W. Brown, deceased, son of Mable G. Brown, deceased, sister of Decedent Richard A. Brown Son of Mable G. 4.76% Yes N/A Brown. deceased, sister of Decedent Misty Brown Daughter of Joseph 4.76% Yes N/A L. Brown. deceased, son of Mable G. Brown, deceased, sister of Decedent 9. All the parties in interest listed above are living. To the best of the Administratrix's knowledge, Theresa Matthews and Carl S. Tabb, whose whereabouts are unknown, are living given that their death records were not located by either the private investigator or the genealogical research company. 10. All of the parties in interest, with the exception of Theresa Matthews and Carl S. Tabb, whose whereabouts are unknown and who were provided with notice by publication in accordance with Rule 5.1(c), have been provided with written notice of the filing of the First and Final Account and of this audit by U.S. Mail pursuant to Orphans' Court Rule 6.3. 11. At this time, Petitioner is unaware of any claims against the Estate by any creditors. 12. No share of any party in interest has been assigned or attached. 13. There are attached hereto the following:3 ( X) Copies of Proofs of Publication regarding Grant of Letters; ( X) Copy of the Grant of Letters for the Estate of Margaret G. Levy; ( X) Attorney's Certificate of Notice; and ( X) Proposed Decree Nisi. 14. At this time, the Estate is making the proposed distributions as shown on page 19 of the Accounting. Your Petitioner, therefore, asks that the Court confirm the First and Final Accounting of the Estate of Margaret G. Levy aIkIa Margaret Geneva Levy. ret Geneva Levy 'RECORDS: Indicate with cross (x) mark, those submitted. COMMONWEALTH OF PENN8YLV ANIA COUNTY OF .=Df>ru PH- I r0 : 88.: The above named petitioner, being duly sworn, does depose and say that the facts set forth in the foregoing Petition which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true. Sworn to and subscribed before me this 2..lo~ day of ~ ,2005. Ph@!t!~cl:t~ of the Estate of Margaret G. Levya/k/a Margaret Geneva Levy [DCBA oc FomlS: Adjudcn.fim:\testate.fr4 (Rev: 11/93)] Notarial Seal Vicky L. Pi.... Notary Public SusquehannA Twp., Dauphin County My Commission Expires Jan. 6. 2007 Member. Pennsylvania AssOClaIionOfNotar/es PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Sherry Clifford, Classified Ad Manager of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication May 2, 9, and 16, 2001 '" _~'" LETTERS, OF ", . ;, ADMINISTRATION ," "The Estat8()' MARGARET :;,G.LEVYaJllla" ,.~." , '~MARGARET GENEVA .1 :A':,LEVY..klte 01 Camp HiII~ ""J _'YCQu_nty ()f~~,mberl_ary,~r-'::_'_f ~_:CQnurlOr\Vlealth or, ",,';::j':,,'- <;t.!;'F:'8!iJlsylVanill. !1aving-;~:,':'~-~ ::,7~beeo: grant,ed to tfte ::; -:: ';"~ ~:/'t:t.i'n_darsigned. aU PersOn's' :-;~lbeing ifldeble4 k),the:: _'-::; ~:"_:E.state are (eque~tf)d; t?:'\''',', ':'::""Rlak8- immediate :::/;-:;::--j';'~.:::- ;__:~:{paYr:n~n,- t1:(ld, thQsetiaV"~_::;>- '~T~;lng ~Ia!m SJ():pr'St;t!'ittQ~:--_::/ r_~~;y~~o~e~~a~,'t~y::' ".~_82~No~qllt~St';, ':~~?11~~-;~!~~~;~~d~.~~;;~ ~':}J1et\ther,9,;Boyef{Esqtl.ir~ ;',,, ',SMIGEL:ANDERSo,!'!..', ,:' ,&S,..CK&..:<,c,":,;., ";;"',: ,:;;~~17',N;o[th,.frQflt Slre~t:\,~Y: .9:1.m~~~~9..F!A,lJ~,~.(t~:;;';::i,~>; 'f.:;c'l-'""-',,,".". '"'' """".,,,'--,.,",,,,-,,,..,,,,,,,-,, Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. Sworn to and subscribed before me this day of May , 2001. rQUA.l.v1 0 ,~ Notary Public 16th My commission expires: PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16,1929), P. 1.1784 STATE OF PENNSYLVANIA : 5S. COUNTY OF CUMBERLAND : Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, ofthe County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VlZ: MAY 11, 18,25,2001 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. f Roger M. Morgenthal, Editor - Levy. Marcaret G., afkfa Marca. ret GeDeva Levy, dec'd. Late of Camp Hill. Adm1n1stral11x: PhylllsJ. Lay. 820 North 18th Street. Hamsburg. PA 17103, Attorneys: Heather D, Royer, Es- quJre. Smigel. Anderson & Sacks. 2917 North Front Street. Harrts- burg, PA 17110. SWORN TO AND SUBSCRiBED before me this 25 day of MAY. 2001 . NOTARIN..SEAI. LOISE. SNYDER.::J PublIc Clllal8Boro. CIIn CounlY My Collllllllian ElqliIs MaIdl5. 2OD5 WHEREAS, LEVY MARGARET G (LA~l, ~lK~l, MIUUL~i CUMBERLAND COUNTY , died on the and "- - ~ ~ Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2001-00407 PA No. 21-01-0407 ESTATE OF LEVY MARGARET G (LA~l, ~lK~l, MIUUL~) a/k/a Late of LEVY MARGARET GENEVA EAST PENNSBORO TOWNSHIP CUM~~KL8NU LUUN1Y/ Deceased Social Security No. 217-16-3829 , late of EAST PENNSBORO TOWNSHIP 5th day of March 2001; WHEREAS, the grant of letters of administration is required for the administration of the estate. THEREFORE, I, MARY C. LEWIS in and for the County of CUMBERLAND Commonwealth of Pennsylvania, have this day granted to PHYLLIS J LAY (LA~l, ~lK~l, MIUUL~) who has duly qualified as administrator (rix) of the above named decedent and has agreed to administer to law, all of which fully appears of record in my Office COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office on the 24th day of April 2001. , Register of Wills in the , Letters of AdminiBtration___ of the estate the estate according a t CUMBERLAND \ bt **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) INRE: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARGARET G. LEVY a/k/a MARGARET GENEVA LEVY, Deceased ORPHANS' COURT DIVISION NO: 2001-0407 CERTIFICATION I hereby certify that Notice ofthe filing of the First and Final Account in the Estate of Margaret G. Levy a/k/a Margaret Geneva Levy as ofJu1y 31, 2005, and Notice of the date the same will be presented to the Court for confirmation and approval was given to all persons required by Pennsylvania Orphans' Court Rules, Rule 6.3 to be given such notice, and that said Notice was given as provided in Pennsylvania Orphans' Court Rules, Rule 5.1. Copies of said Notice, together with the names and addresses of the persons to whom the Notice was given and the date the Notice was given is attached hereto. Proofs of Publica it on of Notice given in accordance with Rule 5.1(c) shall be provided to the Court by the undersigned counsel upon receipt of same. SMIGEL, ANDERSON & SACKS, LLP Date: ~ By: ct,LUAiA~ r- Heather D. Royer, Esq~ Attorney LD. No. 76327 4431 North Front Street Harrisburg, PAl 711 0 (717) 234-2401 Attorney for Phyllis J. Lay, Administratrix INRE: : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARGARET G. LEVY aIkIa MARGARET GENEVA LEVY, Deceased : ORPHANS' COURT DIVISION : NO: 2001-0407 NOTICE OF CONFIRMATION TO: Dean Swift 10 English Elm Court Catonsville, MD 21228 You are hereby notified that Phyllis J. Lay, Administratrix of the Estate of Margaret G. Levy aIkIa Margaret Geneva Levy, has filed with the Clerk of the Orphans' Court Division a First and Final Account as of July 31, 2005 in the above Estate. Said Account will be presented to the Orphans' Court of Cumberland County, Pennsylvania, Offices of the Court Administrator, Cumberland County Courthouse, for confirmation and approval on October 11, 2005, unless written objections are filed prior thereto. Written objections to the First and Final Account should be filed with the Clerk of Orphans' Court not later than 8:30 o'clock a.m., prevailing time, on October 11, 2005, otherwise any objections will be deemed waived. A copy of the First and Final Account is enclosed. SMIGEL, ANDERSON & SACKS, LLP Date: ~ .J.O-:;- By: ctt~'b~ Heather D. Royer, E . Attorney I.D. No. 76327 4431 North Front Street Harrisburg, PA 17110 (717) 234-2401 Attorney for Phyllis J. Lay, Administratrix INRE: : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARGARET G. LEVY a!k/a MARGARET GENEVA LEVY, Deceased ORPHANS' COURT DIVISION : NO: 2001-0407 NOTICE OF CONFIRMATION TO: La Kisha D. Atkins 406 Mt. Holly Street Baltimore, MD 21229 You are hereby notified that Phyllis J. Lay, Administratrix of the Estate of Margaret G. Levy a!k/a Margaret Geneva Levy, has filed with the Clerk of the Orphans' Court Division a First and Final Account as of July 31, 2005 in the above Estate. Said Account will be presented to the Orphans' Court of Cumberland County, Pennsylvania, Offices of the Court Administrator, Cumberland County Courthouse, for confirmation and approval on October 11,2005, unless written objections are filed prior thereto. Written objections to the First and Final Account should be filed with the Clerk of Orphans' Court not later than 8:30 o'clock a.m., prevailing time, on October 11, 2005, otherwise any objections will be deemed waived. A copy of the First and Final Account is enclosed. SMIGEL, ANDERSON & SACKS, LLP Date: q ~\ a;;- By: ~t4~~~,- Heather D. Royer, Esq . Attorney I.D. No. 76327 4431 North Front Street Harrisburg, P A 17110 (717) 234-2401 Attorney for Phyllis J. Lay, Administratrix INRE: : IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARGARET G. LEVY alk/a MARGARET GENEVA LEVY, Deceased ORPHANS' COURT DIVISION : NO: 2001-0407 NOTICE OF CONFIRMATION TO: La Trisha D. Atkins 406 Mt. Holly Street Baltimore, MD 21229 You are hereby notified that Phyllis J. Lay, Administratrix of the Estate of Margaret G. Levy alk/a Margaret Geneva Levy, has filed with the Clerk of the Orphans' Court Division a First and Final Account as of July 31, 2005 in the above Estate. Said Account will be presented to the Orphans' Court of Cumberland County, Pennsylvania, Offices ofthe Court Administrator, Cumberland County Courthouse, for confirmation and approval on October 11, 2005, unless written objections are filed prior thereto. Written objections to the First and Final Account should be filed with the Clerk of Orphans' Court not later than 8:30 o'clock a.m., prevailing time, on October 11, 2005, otherwise any objections will be deemed waived. A copy of the First and Final Account is enclosed. SMIGEL, ANDERSON & SACKS, LLP Date: ~ By: -LtlQ)r 11/\ u~t::7' Heather D. Royer, Esquir Attorney I.D. No. 76327 4431 North Front Street Harrisburg, PA 17110 (717) 234-2401 Attorney for Phyllis J. Lay, Administratrix INRE: : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL VANIA ESTATE OF MARGARET G. LEVY a/k/a MARGARET GENEVA LEVY, Deceased ORPHANS' COURT DNISION : NO: 2001-0407 NOTICE OF CONFIRMATION TO: Wanda Atkins 4831 Gilroy Drive Baltimore, MD 21214 You are hereby notified that Phyllis J. Lay, Administratrix of the Estate of Margaret G. Levy a/k/a Margaret Geneva Levy, has filed with the Clerk of the Orphans' Court Division a First and Final Account as of July 31,2005 in the above Estate. Said Account will be presented to the Orphans' Court of Cumberland County, Pennsylvania, Offices of the Court Administrator, Cumberland County Courthouse, for confirmation and approval on October II, 2005, unless written objections are filed prior thereto. Written objections to the First and Final Account should be filed with the Clerk of Orphans' Court not later than 8:30 o'clock a.m., prevailing time, on October II, 2005, otherwise any objections will be deemed waived. A copy of the First and Final Account is enclosed. SMIGEL, ANDERSON & SACKS, LLP Date: ~ By: ~'b~ Heather D. Royer, Esq~ Attorney I.D. No. 76327 4431 North Front Street Harrisburg, P A 17110 (717) 234-2401 Attorney for Phyllis J. Lay, Administratrix INRE: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARGARET G. LEVY alk/a MARGARET GENEVA LEVY, Deceased ORPHANS' COURT DIVISION : NO: 2001-0407 NOTICE OF CONFIRMATION TO: Carol Atkins 26 Rumelia Circle Baltimore, MD 21221 You are hereby notified that Phyllis J. Lay, Administratrix of the Estate of Margaret G. Levy alk/a Margaret Geneva Levy, has filed with the Clerk of the Orphans' Court Division a First and Final Account as of July 31, 2005 in the above Estate. Said Account will be presented to the Orphans' Court of Cumberland County, Pennsylvania, Offices of the Court Administrator, Cumberland County Courthouse, for confirmation and approval on October 11, 2005, unless written objections are filed prior thereto. Written objections to the First and Final Account should be filed with the Clerk of Orphans' Court not later than 8:30 o'clock a.m., prevailing time, on October 11, 2005, otherwise any objections will be deemed waived. A copy of the First and Final Account is enclosed. SMIGEL, ANDERSON & SACKS, LLP Date: ~ BY:~)'~~ Heather D. Royer, Esq e Attorney J.D. No. 76327 4431 North Front Street Harrisburg, P A 17110 (717) 234-2401 Attorney for Phyllis J. Lay, Administratrix INRE: : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARGARET G. LEVY a!k/a MARGARET GENEVA LEVY, Deceased ORPHANS' COURT DIVISION : NO: 2001-0407 NOTICE OF CONFIRMATION TO: Margaret K. Bowlware 4339 Reisterstown Road Baltimore, MD 21215 You are hereby notified that Phyllis J. Lay, Administratrix of the Estate of Margaret G. Levy a!k/a Margaret Geneva Levy, has filed with the Clerk of the Orphans' Court Division a First and Final Account as of July 31, 2005 in the above Estate. Said Account will be presented to the Orphans' Court of Cumberland County, Pennsylvania, Offices of the Court Administrator, Cumberland County Courthouse, for confirmation and approval on October II, 2005, unless written objections are filed prior thereto. Written objections to the First and Final Account should be filed with the Clerk of Orphans' Court not later than 8:30 o'clock a.m., prevailing time, on October 11, 2005, otherwise any objections will be deemed waived. A copy of the First and Final Account is enclosed. SMIGEL, ANDERSON & SACKS, LLP Date: ql2-!O~ By: -Lt::11~lJAA1\~ Heather D. Royer, Esqu Attorney I.D. No. 76327 4431 North Front Street Harrisburg, P A 17110 (717) 234-2401 Attorney for Phyllis J. Lay, Administratrix INRE: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARGARET G. LEVY aJk/a MARGARET GENEVA LEVY, Deceased ORPHANS' COURT DIVISION : NO: 2001-0407 NOTICE OF CONFIRMATION TO: Phyllis J. Lay 820 North 18th Street Harrisburg, PA 17103 You are hereby notified that Phyllis J. Lay, Administratrix of the Estate of Margaret G. Levy aJk/a Margaret Geneva Levy, has filed with the Clerk of the Orphans' Court Division a First and Final Account as of July 31,2005 in the above Estate. Said Account will be presented to the Orphans' Court of Cumberland County, Pennsylvania, Offices of the Court Administrator, Cumberland County Courthouse, for confirmation and approval on October 11, 2005, unless written objections are filed prior thereto. Written objections to the First and Final Account should be filed with the Clerk of Orphans' Court not later than 8:30 o'clock a.m., prevailing time, on October 11, 2005, otherwise any objections will be deemed waived. A copy of the First and Final Account is enclosed. SMIGEL, ANDERSON & SACKS, LLP Date:~ By: ~;"I 'AU:"':~ Heather D. Royer, Esqui Attorney I.D. No. 76327 4431 North Front Street Harrisburg, P A 17110 (71 7) 234-2401 Attorney for Phyllis J. Lay, Administratrix INRE: : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARGARET G. LEVY alkJa MARGARET GENEVA LEVY, Deceased : ORPHANS' COURT DMSION : NO: 2001-0407 NOTICE OF CONFIRMATION TO: Frances Brown 1301 N. 6th Street, Apt. 511-L Harrisburg, P A 17102 You are hereby notified that Phyllis J. Lay, Administratrix of the Estate of Margaret G. Levy alkJa Margaret Geneva Levy, has filed with the Clerk of the Orphans' Court Division a First and Final Account as of July 31,2005 in the above Estate. Said Account will be presented to the Orphans' Court of Cumberland County, Pennsylvania, Offices of the Court Administrator, Cumberland County Courthouse, for confirmation and approval on October 11, 2005, unless written objections are filed prior thereto. Written objections to the First and Final Account should be filed with the Clerk of Orphans' Court not later than 8:30 o'clock a.m., prevailing time, on October II, 2005, otherwise any objections will be deemed waived. A copy of the First and Final Account is enclosed. SMIGEL, ANDERSON & SACKS, LLP Date: 1Iz-l(}~ I ' By: cthl lAAA-~~d Heather D. Royer, Esquir Attorney I.D. No. 76327 4431 North Front Street Harrisburg,PA 17110 (717) 234-2401 Attorney for Phyllis J. Lay, Administratrix INRE: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARGARET G. LEVY aJk/a MARGARET GENEVA LEVY, Deceased ORPHANS' COURT DIVISION : NO: 2001-0407 NOTICE OF CONFIRMATION TO: Dionne Lamour Street 615 Curtin Street Harrisburg, P A 17110 You are hereby notified that Phyllis J. Lay, Administratrix of the Estate of Margaret G. Levy aJk/a Margaret Geneva Levy, has filed with the Clerk ofthe Orphans' Court Division a First and Final Account as of July 31, 2005 in the above Estate. Said Account will be presented to the Orphans' Court of Cumberland County, Pennsylvania, Offices of the Court Administrator, Cumberland County Courthouse, for confirmation and approval on October II, 2005, unless written objections are filed prior thereto. Written objections to the First and Final Account should be filed with the Clerk of Orphans' Court not later than 8:30 o'clock a.m., prevailing time, on October II, 2005, otherwise any objections will be deemed waived. A copy of the First and Final Account is enclosed. SMIGEL, ANDERSON & SACKS, LLP q/z-/o c, By: J1AirLV~ Heather D. Royer, Esqui Attorney I.D. No. 76327 4431 North Front Street Harrisburg, PA 17110 (717) 234-2401 Attorney for Phyllis J. Lay, Administratrix Date: INRE: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARGARET G. LEVY a!k/a MARGARET GENEVA LEVY, Deceased ORPHANS' COURT DIVISION : NO: 2001-0407 NOTICE OF CONFIRMATION TO: Richard A. Brown 526 Schuylkill Street Harrisburg, PA 17110 You are hereby notified that Phyllis J. Lay, Administratrix of the Estate of Margaret G. Levy a!k/a Margaret Geneva Levy, has filed with the Clerk of the Orphans' Court Division a First and Final Account as of July 31, 2005 in the above Estate. Said Account will be presented to the Orphans' Court of Cumberland County, Pennsylvania, Offices of the Court Administrator, Cumberland County Courthouse, for confirmation and approval on October 11, 2005, unless written objections are filed prior thereto. Written objections to the First and Final Account should be filed with the Clerk of Orphans' Court not later than 8:30 o'clock a.m., prevailing time, on October 11, 2005, otherwise any objections will be deemed waived. A copy of the First and Final Account is enclosed. SMIGEL, ANDERSON & SACKS, LLP Date: ~()'::l BY:~w'l'AA~ Heather D. Royer, Esq . e Attorney 1.D. No. 76327 4431 North Front Street Harrisburg, PA 17110 (717) 234-2401 Attorney for Phyllis J. Lay, Administratrix INRE: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARGARET G. LEVY a/k/a MARGARET GENEVA LEVY, Deceased : ORPHANS' COURT DIVISION : NO: 2001-0407 NOTICE OF CONFIRMATION TO: Misty Brown 3655 Chambershill Rd., Apt. 401 Harrisburg, P A 1 7111 You are hereby notified that Phyllis J. Lay, Administratrix of the Estate of Margaret G. Levy a/k/a Margaret Geneva Levy, has filed with the Clerk of the Orphans' Court Division a First and Final Account as of July 31,2005 in the above Estate. Said Account will be presented to the Orphans' Court of Cumberland County, Pennsylvania, Offices of the Court Administrator, Cumberland County Courthouse, for confirmation and approval on October II, 2005, unless written objections are filed prior thereto. Written objections to the First and Final Account should be filed with the Clerk of Orphans' Court not later than 8:30 o'clock a.m., prevailing time, on October II, 2005, otherwise any objections will be deemed waived. A copy of the First and Final Account is enclosed. SMIGEL, ANDERSON & SACKS, LLP Date: ~/~/()r I By: ~~~~ Heather D. Royer, Esqm e Attorney I.D. No. 76327 4431 North Front Street Harrisburg, P A 17110 (717) 234-2401 Attorney for Phyllis J. Lay, Administratrix 5983-1-5a/First&FinaIAcctIHDR/cnn 8/22/05 2:08 PM FIRST AND FINAL ACCOUNT OF PHYLLIS J. LAY, Administratrix For ESTATE OF MARGARET G. LEVY a/k/a MARGARET GENEVA LEVY, DECEASED No: 2001-0407 Date of Death: Date of Administratrix Appointment: Date of Advertisement of Grant of Letters: March 5, 2001 Apri124,2001 The Sentinel Cumberland Law Journal May 2, 2001; May 9,2001 & May 16, 2001 May 11, 2001; May 18, 2001 & May 25,2001 Accounting for the Period: March 5, 2001 to July 31, 2005 Purpose of Account: Phyllis J. Lay, as Administratrix, offers this account to acquaint interested parties with the transactions that have occurred during her administration. 1. The decedent, Margaret G. Levy a/k/a Margaret Geneva Levy ('Decedent'), late of East Pennsboro Township, Cumberland County, Pennsylvania, died on March 5, 2001, without leaving a Last Will and Testament. On April 24, 2001, Phyllis J. Lay was granted Letters of Administration, and was qualified and appointed by the Register of Wills of Cumberland County, Pennsylvania as Administratrix of the Estate of Margaret G. Levy a/k/a Margaret Geneva Levy. A true and correct copy of the Certificate of Grant of Letters is attached hereto. Renunciations were executed by Bernice Coleman and Frances Brown, nieces of Decedent, and Richard A. Brown, nephew of Decedent. Tme and correct copies of the renunciations are attached hereto. I 2. Phyllis J. Lay is the niece of the Decedent and an intestate heir of the Decedent. 3. Theresa Matthews is the niece of the Decedent and an intestate heir of the Decedent. Her whereabouts are unknown. 4. Carl S. Tabb is the nephew of the Decedent and an intestate heir of the Decedent. His whereabouts are unknown. 5. Dean Swift is the great nephew of the Decedent and an intestate heir ofthe Decedent. 6. La Kisha D. Atkins is the great niece of the Decedent and an intestate heir of the Decedent. 7. La Trisha D. Atkins is the great niece of the Decedent and an intestate heir ofthe Decedent. 8. Dennis G. Atkins, Jr. is the great nephew of the Decedent and an intestate heir ofthe Decedent. 9. Wanda Atkins is the great niece of the Decedent and an intestate heir of the Decedent. 10. Carol Atkins is the great niece of the Decedent and an intestate heir of the Decedent. 11. Margaret K. Bowlware is the great niece of the Decedent and an intestate heir of the Decedent. 12. Bernice Coleman is the niece of the Decedent and an intestate heir of the Decedent. 13. Frances Brown is the niece ofthe Decedent and an intestate heir of the Decedent. 14. Dionne Lamour Street is the great niece of the Decedent and an intestate heir of the Decedent. 15. Richard A. Brown is the nephew of the Decedent and an intestate heir of the Decedent. 16. Misty Brown is the great niece of the Decedent and an intestate heir of the Decedent. 17. There were matters in the estate which consumed much time and expense, specifically the location of two (2) heirs of the decedent, Theresa Matthews and Carl S. Tabb, as well as the resolution of 2 issues concerning the personal belongings of the decedent and reimbursement of estate administration costs with two of the intestate estate heirs. The estate administration was further complicated by an additional and more in-depth search for any other potential intestate heirs of the decedent. 18. The estate contracted with American Investigation Resources, a private investigation firm located in Camp Hill, Pennsylvania, to search for the whereabouts of Theresa Matthews and Carl S. Tabb; however, American Investigation Resources was unable to locate either Theresa Matthews or Carl S. Tabb. A true and correct copy of the report of American Investigation Resources is attached hereto. 19. A search for Theresa Matthews and Carl S. Tabb, as well as any other potential heirs of the Decedenfs estate, was performed by Harvey E. Morse, P.A., an international genealogical research company. Harvey E. Morse, P.A. was unable to locate either Theresa Matthews or Carl S. Tabb, and did not locate any additional heirs of the estate. A true and correct copy of the report prepared by Harvey E. Morse, P.A. is attached hereto. 20. The Decedent died with probate assets sufficient to pay all Estate debts in full. 21. The items located in the Decedenfs home were placed in storage and then were sold at public auction held on or about February 11, 2002. The Estate received net proceeds in the amount of $699.87 from the sale of these items. A true and correct list of the items of personalty sold at public auction is attached hereto. 22. The Pennsylvania Inheritance Tax Return was filed with the Cumberland County Register of Wills on December 5,2001. 23. The inventory of the estate was filed simultaneously with the Pennsylvania Inheritance Tax Return. 3 24. The Notice of Inheritance Tax approving the filing of the Inheritance Tax Return was received on January 29,2002. A true and correct copy of the Notice is attached hereto. 25. The Estate of Margaret G. Levy aIkIa Margaret Geneva Levy is being represented by Smigel, Anderson & Sacks, LLP. 26. There will be no Federal Estate taxes assessed against the Estate, and no money is being withheld for this purpose. 27. There may be 2005 Fiduciary Income Taxes incurred by the Estate and $200.00 is being withheld for this purpose by Smigel, Anderson & Sacks, LLP in a non-interest-bearing account. 28. There will be additional attorneys fees incurred from July I, 2005, to the date of finalization of the Estate and $2,500.00 is being withheld for this purpose by Smigel, Anderson & Sacks, LLP in a non- interest-bearing account. 29. All of the parties in interest have been provided with written notice ofthe filing ofthe First and Final Account and of this audit by U.S. Mail pursuant to Orphans' Court Rule 6.3, except for Theresa Matthews and Carl S. Tabb whose whereabouts are unknown. 30. At this time, Petitioner is unaware of any claims against the Estate by any creditors. 31. No share of any party in interest has been assigned or attached. 32. There are attached hereto the following: I (X) Certificate of Grant of Letters ( X) Renunciations ( X ) Report of American Investigation Resources (X) Report of Harvey E. Morse, PA ( X) List of items of personalty sold at Auction ( X ) Notice of Inheritance Tax (X) Original Proofs of Publication regarding Grant of Letters; and ( X) Attorney's Certificate of Notice ( X ) Family Tree Chart 'RECORDS: Indicate with cross (x) mark, those submitted. 4 33. At this time, the Estate is making the proposed distributions as shown on page 19 of the Accounting based on the chart attached hereto showing the family tree of decedent. The distributions to Theresa Matthews and Carl S. Tabb will be paid to the Pennsylvania Department of Revenue as custodian for these two absentee beneficiaries in accordance with ~540 of the PEF Code. Petitioner, therefore, asks that the Court confirm the First and Final Accounting of the Estate of Margaret G. Levy alkJa Margaret Geneva Levy. (jJ." .\.., Heather D. Royer, Esquir SMIGEL, ANDERSON & 443 I North Front Street Harrisburg, PA 17110-1223 (717) 234-2401 It is important that the account be carefully examined. Requests for additional infonnation or questions or objections can be discussed with: 5 SUMMARY OF ACCOUNT Page Current Value PRINCIPAL Receipts of Principal: 8 $ 3,236.75 Net Gain (or Loss) on Sales or Other Disposition 9 $ -0- $ 3.236.75 INCOME: Income $ 141,404.91 10 Interest on Commerce Bank Estate Checking Account $ 1.288.13 10 Total Income: $ 141.693.04 LESS DISBURSEMENTS: Debts of Decedent $ 7,464.31 11 Funeral Expenses $ 6,959.40 12 Administration Expenses $ 5,039.27 13/14 Taxes $ 17,562.54 15 Fees and Commissions $ 19.370.06 16/17 Total Disbursements $ 56.395.58 Balance Before Distributions: $144.929.79 6 Principal Balance on Hand: $ 88.534.21 Less reserve for 2005 Fiduciary Income Taxes, Including Accountant fees $ 200.00 Less reserve for additional attorney fees and Filing costs $ 2.500.00 Principal Balance on Hand for Distribution: $ 85.834.21 7 RECEIPTS OF PRINCIPAL (VALUED AS OF DATE OF DEATH) Miscellaneous Property: Miscellaneous Personal Property Re: Irrevocable Pre-Need Funeral Service Trust TOTAL MISC. PROPERTY: Bonds None TOTAL BONDS: Real Estate None TOTAL REAL ESTATE: TOTAL RECEIPTS OF PRINCIPAL: $ 3.236.75 $ -0- $ -0- 8 $ 3.236.75 $ -0- $ -0- $ 3.236.75 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS GAIN I_OSS $-0- $-0- TOTAL GAINS AND LOSSES $-0- $-0- 9 INCOME 06/14/01 to Interest earned on Commerce Bank 05/11/05 Estate Checking Account $ 1,288.13 OS/25/01 Uncashed Social Security Checks $ 2,113.00 OS/25/01 Uncashed Pension Checks $ 446.55 OS/25/01 Uncashed Annuity Checks $ 2,351.36 07/09/01 Maryland Pension Check (prorated) $ 24.01 07/09/0 I Bank of America (Savings Account) $134,295.72 07/30/01 Refund-Security Deposit from Parkview at Randallstown $ 350.00 08/23/01 Tax Relief Act check $ 124.40 02/20/02 Proceeds from auction of personal property $ 699.87 TOTAL INCOME: $141.693.04 10 DISBURSEMENTS OF PRINCIPAL Debts of Decedent 11/30/01 Camp Hill Care Center $2,970.00 Re: Nursing home bill 11/30/01 East Pennsboro Ambulance $85.00 Re: Ambulance bill 11/30/01 BGE $356.98 Re: Electric bill 11/30/01 Verizon $45.83 Re: Phone bill 11/30/01 West Shore Emergency Medical Services $69.45 Re: Medical bill 11/30/01 Northwest Hospital $843.10 Re: Medical bill 11/30/01 Apartment Credit Corp. $92.54 Re: Balance due on apartment rental 12/5/01 Pinnacle Health $18.91 Re: Medical bill 8/14/02 Smigel, Anderson, & Sacks, LLP $1,435.50 Re: Legal fees for guardianship 5/1/03 Randall Emergency Physicians $547.00 Re: Medical bill 11/12/03 Northwest Hospital $1,000.00 Re: Medical bill TOTAL DISBURSEMENTS OF PRINCIPAL: $7.464.31 11 Funeral Expenses 03/01 Major H. Winfield Funeral Home, Inc. Re: Funeral service in Steelton, P A $ 583.00 03/07/01 Nutter Funeral Home Re: Funeral bill (Baltimore, MD) $ 3,236.75 03/07/01 Nutter Funeral Home Re: Additional fees for services $ 455.00 03/08/01 Woodlawn Cemetery & Chapel Mausoleum Re: Interment $ 778.00 03/09/0 I Time Printers Re: Obituary $ 86.63 03/08/01 Woodlawn Cemetery and Chapel Mausoleum Re: Headstone $ 1,590.10 03/08/01 Lord & Taylor Re: Decedenfs clothing for viewing & funeral $ 229.92 TOTAL FUNERAL EXPENSES: $ 6.959.40 12 Administration Expenses 5/25/01 Commerce Bank Re: Estate Checks $23.75 6/1/01 The Sentinel Re: Advertise estate $90.59 6/1/01 Cumberland County Law Journal Re: Advertise estate $75.00 6/22/01 Phyllis J. Lay Re: Reimbursement for probate fees $264.00 12/4/01 Cumberland County Register of Wills Re: Inheritance Tax Return filing fee $25.00 12/5/01 Phyllis J. Lay Re: Reimbursement for tax preparation fee, legal fee for guardianship and death certificates $211.00 12/5/01 Phyllis J. Lay Re: Reimbursement for storage facility and priority mail fee to storage facility with key $157.00 6/12/02 Phyllis J. Lay Re: Reimbursement for 2001 income tax preparation $47.00 04/01/03 Wanda Atkins Re: Reimbursement for 12/00 and 01/01 rent $1,070.80 04/01/03 Margaret Boulware Re: Reimbursement for storage unit through 6/01 $184.09 04/01/03 Wanda Atkins Re: Reimbursement for payment of transport bill from hospital to home $208.00 04/01/03 Margaret Boulware Re: Reimbursement for U-Haul rental to transport personal belongings from apartment to storage unit $43.04 13 04/01/03 Margaret Boulware $390.00 Re: Storage unit rental for 7/1/01 to 12/1/01 04/09/03 Commerce Bank $24.00 Re: Estate checks 7/14/03 American Investigation Resources $100.00 Re: Search for heirs of estate 9/4/03 American Investigation Resources $100.00 Re: Advanced search for heirs of estate 10/21/03 American Investigation Resources $130.00 Re: Search for heirs of estate 7/19/05 Harvey E. Morse, P A $1,750.00 Re: Search for heirs of estate 9/2/05 Cumberland County Register of Wills $146.00 Re: Filing fee for First and Final Account TOTAL ADMINISTRATION EXPENSES: $5.039.27 14 Taxes 6/1/01 U.S. Treasury Re: 2000 Federal income tax $ 379.68 12/4/01 Register of Wills, Agent Re: Payment ofPA Inheritance Tax $17,147.96 9/27/02 P A Department of Revenue Re: 2001 Fiduciary Taxes $ 10.00 6/9/03 P A Department of Revenue Re: 2002 Fiduciary Taxes $ 13.92 6/10/04 P A Department of Revenue Re: 2003 Fiduciary Taxes $ 6.76 6/14/05 P A Department of Revenue Re: 2004 Fiduciary Taxes $ 4.22 TOTAL TAXES: $17.562.54 15 Fees and Commissions 6/22/01 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 2,000.00 8/16/01 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 5,721.38 12/4/01 Phyllis J. Lay Re: Administratrix commission $ 5,000.00 1/22/02 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 208.50 2/14/02 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 431.00 3113/02 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 214.50 4/16/02 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 313.50 5120/02 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 379.50 10/16/02 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 720.50 1 1125/02 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 185.92 3120/03 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 957.00 4/25/03 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 524.00 7/22/03 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 704.42 9/15/03 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 734.00 16 10/21/03 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 74.00 11/20103 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 185.00 1/21/05 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 504.42 3/17/05 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 194.00 4/20105 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 36.00 7/19105 Smigel, Anderson & Sacks, LLP Re: Attorney fees $ 282.42 TOTAL FEES AND COMMISSIONS: $19.370.06 17 PRINCIPAL BALANCE ON HAND Balance in Commerce Bank Estate Checking Account Reserve for 2005 Fiduciary Income Taxes, Including Accountant fees Reserve for additional Attorney fees and Filing fees TOTAL: 18 Current Value July 31, 2005 $ 88,534.21 $ 200.00 $ 2,500.00 $ 85.384.21 DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES Phyllis J. Lay (Daughter of Mable G. Brown, deceased, sister of Decedent- Intestate heir pursuant to 20 Pa. C.S.S2103) 4.76% share P A Department of Revenue, custodian for Theresa Matthews, absentee beneficiary pursuant to 20 Pa. C.S.g3540 (Daughter of William Henry Matthews, deceased, brother of Decedent- Intestate heir pursuant to 20 Pa. C.S.S2103) 33.33% share P A Department of Revenue, custodian for Carl S. Tabb, absentee beneficiary pursuant to 20 Pa. C.S.g3540 (Son of Mable G. Brown, deceased, sister of Decedent- Intestate heir pursuant to 20 Pa. C.S.g2103) 4.77% share Dean Swift (Son of Georgianna Louise Atkins, deceased, daughter of Louise Catherine Taylor, deceased, sister of Decedent- Intestate heir pursuant to 20 Pa. C.S.S2103) 6.67% share La Kisha D. Atkins (Daughter of Dennis George Atkins, deceased, son of of Georgianna Louise Atkins, deceased, daughter of Louise Catherine Taylor, deceased, sister of Decedent-Intestate heir pursuant to 20 Pa. C.S.S2103) 2.22% share La Trisha D. Atkins (Daughter of Dennis George Atkins, deceased, son of of Georgianna Louise Atkins, deceased, daughter of Louise Catherine Taylor, deceased, sister of Decedent-Intestate heir pursuant to 20 Pa. C.S.S2103) 2.22% share 19 $ 4,085.71 $28,608.54 $ 4,094.29 $ 5,725.14 $ 1,905.52 $ 1,905.52 Dennis G. Atkins, Jr. (Son of Dennis George Atkins, deceased, son of of Georgianna Louise Atkins, deceased, daughter of Louise Catherine Taylor, deceased, sister of Decedent-Intestate heir pursuant to 20 Pa. C.S.~103) Wanda Atkins (Daughter of Georgianna Louise Atkins, deceased, daughter of Louise Catherine Taylor, deceased, sister of Decedent-Intestate heir pursuant to 20 Pa. C.S.~103) Carol Atkins (Daughter of Georgianna Louise Atkins, deceased, daughter of Louise Catherine Taylor, deceased, sister of Decedent- Intestate heir pursuant to 20 Pa. C.S.~103) Margaret K. Bowlware (Daughter of Georgianna Louise Atkins, deceased, daughter of Louise Catherine Taylor, deceased, sister of Decedent- Intestate heir pursuant to 20 Pa. C.S.~103) Bernice Coleman (Daughter of Mable G. Brown, deceased, sister of Decedent-Intestate heir pursuant to 20 Pa. C.S.~103) Frances Brown (Daughter of Mable G. Brown, deceased, sister of Decedent-Intestate heir pursuant to 20 Pa. C.S.~103) Dionne Lamour Street (Daughter of Thomas W. Brown, deceased, son of Mable G. Brown, deceased, sister of Decedent- Intestate heir pursuant to 20 Pa. C.S.~103) 20 2.22% share 6.67% share 6.67% share 6.67% share 4.76% share 4.76% share 4.76% share $ 1,905.52 $ 5,725.14 $ 5,725.14 $ 5,725.14 $ 4,085.71 $ 4,085.71 $ 4,085.71 Richard A. Brown (Son of Mable G. Brown, deceased, sister of Decedent- Intestate heir pursuant to 20 Pa. C.S.~103) 4.76% share $ 4,085.71 Misty Brown (Daughter of Joseph L. Brown, deceased, son of Mable G. Brown, deceased, sister of Decedent-Intestate heir pursuant to 20 Pa. C.S.~103) 4.76% share $ 4,085.71 PHYLLIS J. LAY, Administratrix of the ESTATE OF MARGARET G. LEVY A!K/A MARGARET GENEVA LEVY, deceased, hereby declare under oath (penalties ofpeIjury) that the foregoing First and Final Account completed as of July 31, 2005, 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 escrowed for payment. My Commission Expires: ~l Seal Vick:y L. Pltz. N~ Public Susquehanna. Twp.. DauphlD County My Commis.lOIl Expue. Jan. 6. 2007 MemtJer. pennsylvaniaAssoCiatiOOofNntanes 21 . - ~ A Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2001-00407 PA No. 21-01-0407 ESTATE OF LEVY MARGARET G (LA~l, ~lKbl, M1UU~bj a/k/a LEVY MARGARET GENEVA Late of EAST PENNSBORO TOWNSHIP CUM~bK~U CUU~lY, Deceased Social Security No. 217-16-3829 WHEREAS, LEVY MARGARET G , late of EAST PENNSBORO TOWNSHIP (LAbl, ~.lKb'l', MluUL;,;j CUMBERLAND COUNTY and , died on tbe 5th day of March 2001; WHEREAS, the grant of letters of administration is required for the administration of the estate. THEREFORE, I, MARY C. LEWIS in and for the County of CUMBERLAND Commonwealth of Pennsylvania, have this day granted to PHYLLIS J LAY (LAb 1 , ~.lKbl, M1UULb) who has duly qualified as administrator(rix) of the above named decedent and has agreed to administer to law, all of which fully appears of record in my Office COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office on the 24th day of April 2001. , Register of Wills , in the Letters of Administration_ of the estate the estate according a t CUMBERLAND \ Jby J **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) Register of Wills of Cumberland County I Pennsylvania RENUNCIATION .. Estate of fI..1!:1rg!:llrat ~ I a\l~1 No. also known as ft..1:=r.rg!:lrQ.t l"::tlonA\I!:ll I A\"/ , Deceased The undersigned, Rarni,.", ("'nlan"l:lon. niat"'" of (Relationship) (Capacity) the above Decedent, hereby renounce(s) the light to administer the estate and respectfully request!s) that Letters nf li.r1rninie+r!:ll'tinn be issued to Ph\llli~ I I ::II\J . . Witness m\l . hand this y+h daYOf~,2001. ~~.J.:."')t2../ _ v7&/ ~oleman (S,gnatulel 1 ":tJ:i. Nnrih 14th C:trAAf' I Ah::lnnn PA 17fl,d? (Address) Sworn to or affirmed and subscribed before me this 4 th day of Apr, \ ,20~. ~2k1!l: 'rI.. n.tUJ/YYl<V Notary P~hc My Commission Expires: 6 / ~ '1/ D3 ..... .... -r2L--.'- ..... 4l.t.." --= _I).... J . ......- - ....".. .......I.IIlIi~-"- ; ! :, ~ t .,.~:, .;,:.~ ....., r''''''' \ ~. ,. , lSign.turlll 8nd... 01 NoIIrY or ou.. offic::i" NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. qualiliotdlo8dminilttJ08lhl. Show d.. of ..pi<.lion of Not.-y', eommi.s;on.) Form RW-4 (DtuPhin County. R.... 91921 Register of Wills of Cumberland County I Pennsylvania RENUNCIA TION Estate of r..A~rg~ra.t r.: I t:&uy No. also known as I\....~r:'g~ra.t r.:Dna.\1~ I t:1o\1Y , Deceased The undersigned. I="~n,..a~ Rrn\AI" nia1"'o of (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Witness my hand this be issued to Dhullic: I I ~\I . S daYOf~,2001. Letters nf l1r1rninic:tr::a'tinn NOTARIAL SEAL OOAOT1'1Y KING. Notary Pub!Io C.", of Ham'sburg Dauphin CountY I., " I ~?f102 M~ C~'l":mi.s_~_ion EX"Ul'~' :-1n. . - - , . ..- fA.fl./J<j'A/ ~ Frances rown (Signature) ":I ~nrlth 1F:;th C:trAAt I1p'" " ~J:Iorric:hllrg PA 171n.4 (Address) Sworn to or affirmed and subscribed bel re me this 5' day of . .20~. , Notary Publi My Commission Expires: ISig...Yt..u. end"" 01 No)t8!YOI' o1her offici" NOTE: Renunciations exect.'ted outside the Office of Regi3ter of Wills are required in some counties to be notarized. qulllillw:lta ....itQMrodl.. sno..o.t.of ",pi'tUonol NoUty'I~.1 Form RW.... 10...... County - I\ey. 9/921 Register of Wills of Cumberland County I Pennsylvania RENUNCIATION Estate of I\J!!:llrg~rQ.t r.::: I t:I"'~1 No. also known as P.JI~rg~;m:)t t::Anenl::l1 I P,"y , Deceased The undersigned, Ri,..h::arrl Ii Rrl"l\A/I'\ nl:l!phC\AI of (Relationship) (Capacity) the above Decedent, hereby renounce!s) the right to administer the estate and respectfully request Is) that Letters nf !J.timiniC!1'r!totinn be issued to Phume . I::IIV , Witness my hand this .2001, SK, Richard A. Brown ~?~ ~,..h'.yla,i11 ~:t . ~::lrriC!ht .rs PA 171 1 n (Address) Notarial Seal W~liam N. Hooper, Notary Public Harrisburg,D:lUphinCounty M Commission Ex Ires Au ,15.2002 _,Pln~_ QUIIIified to 1Idmini.. oach.. Show d_ of upirltion ot NoIII/Y',conwnisalon.i NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. Form RW-4 !DIlUPhinCounty.Rtv. 91921 AFFIDAVIT I, William C. McLaughlin Jr., am a licensed private detective in the Commonwealth of Pennsylvania, and the owner of the American Investigation Resources, and did on June 6. 2003, did cause an investigation to be made for the purpose of locating two heir's of the late Margaret G. Levy. Pursuant to this investigation, I have prepared a written report, dated September 10. 2003. which report sets forth my findings, these findings being true and correct to the best of my knowledge, information, and belief. Signed and notarized. ~~ ~..:~~~,,~.. William C. McLau III r. ~ Private Detective ~ SUBSCRIBED and SWORN to before me 2c.D~ This tI Cffh day of S"'pfember , 2OO:t ~A fJ1~ NOTARYPUBLI NOTARIAL SEAL CAROl:. A. MOYER, Notary Public New Cumberland Boro.Cumberland Co. My Commission Expires July 15, 2006 AMERICAN INVESTIGATION RESOURCES PROFESSIONAL INVESTIGA TIONS PA License 98-195 Misc. P.O. Box 1395 CAMP HILL. PENNSYLVANIA 17001 TEL: (717) 761-3531 FAX: (717) 761-3780 September 10, 2003 RE: Subject: Carl S. Tabb & Theresa Matthews Client Smigel Anderson & Sacks/Phyllis Lay Contact: Heather Royer Our File Number: 030623 Dear Ms. Heather Royer: In accordance with your request of June 23, 2003, this agency conducted an investigation regarding the current address of two beneficiaries of Margaret G. Levy. The first beneficiary is Carl S. Tabb or Taub the second benefiCiary is Theresa Matthews or Teresa Matthews. You indicated that Mr. Carl S Tabb or Taub's last known address was the Lebanon Pennsylvania and is believed to be approximately 72 years of age. The last known address of Theresa or Teresa Matthews was Baltimore Maryland and is believed to be in her 50's. You requested we attempt to locate both heirs for their share of the inheritance. SYNOPSIS OF INVESTIGATION There were two major databases used in the locate search as well as phone calls to individuals that closely matched the information provided by the client. The first database searched was Auto Track XP, which holds billions of records; the second database searched was Accurint also holding billions of records. The state and local police as well as licensed private investigators and other professional searchers use both databases. Both databases are considered to be the most complete and accurate as far as searching personal data and locating people and their personal information. The Social Security Death index was also searched for both of the heir's names. After a thorough and exhaustive search as well as meeting with Ms. Heather Royer, Esq. and Ms. Phyllis Levy, and talking with Ms. Margaret K. Boulware (cousin to Ms. Theresa or Teresa Matthews) NEITHER HEIRS WERE lOCATED or any information regarding either of them. DETAILS OF INVESTIGATION Thursdav. Julv 24. 200~ An Accurint database search was generated by the name Carl S. Tabb and by the state Pennsylvania. The computer response listed NO CARL S. TABB in the state of Pennsylvania. A computer search was then generated by the name Carl Staub and by state of Pennsylvania. The computer response listed no names that fit the criteria provided. A computer search was then generated by the name Teresa Matthews and by state of Maryland. The computer response listed one name that fit the criteria provided. A computer search was then generated by the name Patricia Matthews and by state of Maryland. The computer response listed one name that fit the criteria provided. All information found was then faxed to Ms. Heather D. Royer, Esq. at Smigel, Anderson & Sacks. Ms. Royer was to go over the computer finding with client Ms. Phyllis lay to see if there was anything that she might remember. The investigation would not go any further until Ms. Royer contacted me. VVednesdav.Auaust13.2003 After hearing from Ms. Royer that she had shown their client, Ms. Phyllis lay, the previous computer search results there was no recognizable information to her. Understanding that this was not a very close family and wanting to cover all potential bases to find the heir's, a decision was made to continue thee investigation. An Auto Trak XP database computer search was then generated by the name Carl S. Tabb and by state of Pennsylvania. The computer response listed no names in the state of Pennsylvania. A computer search was then generated by the name Carl Tabb and by state of Pennsylvania. The computer response listed no names in the state of Pennsylvania. A computer search was then generated by the name Carl S. Tabb covering the whole United States. The computer response listed no names in the United States. Fridav. Auaust 22. 2003 A computer search was then generated by the name Teresa Matthews covering the whole United States. The computer response listed 900 names. There were to many to print and cover. A computer search was then generated by the name Theresa Matthews and by state of Maryland. The computer response listed 80 names but no names that fit the criteria provided. A computer search was then generated by the name Theresa Matthews and by state of Maryland. The computer response listed 80 names but no names that fit the criteria provided. A phone call was placed to Ms. Royer. To explain the computer search results. It was decided that a meeting with the two of us and their client Phyllis Lay should be set up. Tuesday. Auaust26. 2003 A computer search was then generated on the Social Security Death Index by the name Carl Tabb. The computer response listed no names in the Death Index. Thursday. September 4. 2003 I met with Ms. Royer and Ms. Lay at the office of Smigel, Anderson & Sacks. All found computer results were provided, copied, and distributed to Ms. Royer and Ms. Lay. After discussing the case between us it was further decided that the family knew very little to nothing about each other. I was given the names of Ms. Wanda Atkins and Ms. Margaret K. Boulware, both from Baltimore and related as cousins to Teresa Matthews. A phone call was placed to both ladies and there was no answer from either. Several phone calls were placed on different days and at different times of day to both. I never reached Ms. Atkins however I finally talked to Ms. Boulware. Ms. Boulware assured me to my satisfaction that neither of the cousins knew anything about Teresa Matthews. Monday. September 6.2003 A phone call was placed to Ms. Royer to explain the lack of information obtained from the phone call to Ms. Boulware. FURTHER INVESTIGATION As of this writing, no further investigation will be conducted into this matter by this agency unless specifically requested by you. If you have any questions regarding our investigation or any of the information contained in this report, please do not hesitate to contact us. If you feel there is a need for additional investigation in this matter, kindly advise and we will proceed accordingly. Thank you for allowing us to conduct this investigation and for the opportunity of continually serving you and your company. If we can be of service to you in the future, please do not hesitate to contact us. -~~ ~ry ~rUIY y~urs. ~~.~~~\,~ William C. McLaughlin' J; ~ ~ Private Detective AFFIDAVIT OF CORROBORA nON OF HEIRSHIP Now comes Harvey E. Morse, President of the firm of HARVEY E. MORSE, P.A., and states that he is a professional genealogist and genealogical investigator, pursuant to the laws of the State of Florida. That he has served in this capacity in excess of forty years. That his specific line of endeavor is to determine the whereabouts of missing, unknown and additional heirs to estates, trusts, insurance proceeds and unclaimed assets. That in this capacity, he has investigated many thousands of such estate matters involving all states of the United States and many foreign countries, prepared genealogical charts, gathered and researched numerous vital statistics records, researched census records, cemetery records, military records, family bibles, church records, immigration/naturalization records and other similar documents, including published genealogies and manuscripts, and has rendered expert opinions. That he and his firm are thoroughly and completely familiar with all phases of genealogy and genealogical investigation as it may pertain to such specific missing heir matters. Further, that he and his firm are members of genealogical societies and associations, Chambers of Commerce, Better Business Bureaus, and other such similar organizations. That in the course of his investigative activities and research, he has performed these services for many prominent law firms, attorneys, judges, banks, trust officers, Administrators, Executors and Personal Representatives. Further, that this firm maintains offices and correspondents throughout the United States and Europe. That in his professional capacity, he has been court qualified as expert investigator in genealogical research as well as general investigative matters throughout the judicial system in the State of Florida and as the State of Florida's own expert witness, including many other states. That the principal, Harvey E. Morse, is a graduate of Boston University in Boston, Massachusetts, (1963) has attended Suffolk University Law School in Boston, Massachusetts, (1965), he is not an attorney, is a graduate of the Seminole Community College Police Academy in Sanford, Florida, (1990) is a graduate of the Park Place School of Real Estate of Winter Park, Florida, and holds a Massachusetts Real Estate license and a Florida Real Estate license. His education is ongoing as he continues to take specific courses related to his fields of endeavor, and regularly teaches at various legal and investigative seminars. He is also on the faculty of Loriman Seminars, and is an Adjunct Professor at Daytona Beach Community College. Harvey E. Morse has received many commendations, awards and certificates of appreciation for his teaching and instructing efforts including from the State of Florida, Department of Health and Rehabilitative services, the Florida Highway Patrol, the Florida Division of Licensing, The Florida Department of State, the Better Business Bureau, the Orlando Chamber of Commerce, various law enforcement agencies and from a multitude of investigation organizations. He has served as the Chairman of the State of Florida's Private Security Advisory Council for a period of ten years as appointed by several Secretary's of State, that he holds numerous investigative licenses including an instructors certificate from the State of Florida, has been an instructor in investigations at Mid-Florida Vocational Technical School and Southern College, is Past President of the Investigative, Security and Polygraph Association of Florida, Inc., Past Chairman of the Orlando Chapter of the American Society for Industrial Security, Past Chairman of the Orlando Chamber of Commerce Better Business Department, has been a Senior Arbitrator for the Better Business Bureau, which covers eleven (11) Counties throughout Central Florida including the City of Orlando, is a current member of its Board of Directors and was it's duly elected President in the year 2000. Harvey E. Morse and his firm have been members of the Association of Professional Genealogists, Connecticut Society of Genealogists, Volusia County Genealogical Society, the National Genealogical Society and other genealogical associations and organizations. Further, Harvey E. Morse has been awarded the designations of Florida Certified Investigator, (FCI), Certified Master Investigator (CMI) and "Expert Certification" in Missing Heir Research. He has written numerous articles on investigation, genealogy, and missing heirs, has appeared on many radio and television programs in various parts of the United States and in several foreign countries, and is either a member or elected officer of many Organizations and Societies, be they genealogical, investigative, law enforcement or civic in nature. He has researched estates in many countries involving many denominational families including but not limited to American, Canadian, German, Russian, Lithuanian, Latvian, Scandinavian, British, Irish, Scottish, French, Italian, Oriental, Hispanic, Russian, Polish, Israeli, South African, South American, Bahamian, Jamaican, Indian, Greek, and Middle Eastern families. Further, that he is the developer, creator and copyright holder of the "Morse Chart", a proprietary genealogical reference chart that is in the hands of thousands upon thousands of lawyers throughout the United States. These reference charts are distributed at Bar Conventions, Trust and Estate Seminars, Legal Seminars, Law Schools and through advertising media, and are prominently displayed on the walls of many Probate Courts and law libraries for the purpose of explaining heirship. Now, JEANNE FEENEY by and through his firm, HARVEY E. MORSE, P A. does now state as follows: STATEMENT OF FACTS That on or about August 3, 2004 Harvey E. Morse, P.A. was contacted by attorney Heather Royer of the firm SMIGEL, ANDERSON & SACKS of 4431 North Front Street, Harrisburg, Pennsylvania 17110, (717) 234-2401, attorney for the Estate of Margaret G. Levy, who died on March 5, 2001, a resident of Baltimore, in the State of Maryland (hereinafter referred to as the "Decedent"). Attorney Royer, retained our genealogical firm to locate Carl S. Tabb (Taub), Theresa Matthews and any and all surviving lineal relatives of the Decedent. Harvey E. Morse, P.A. (hereinafter also referred to as "MORSE") was employed to locate, prove, corroborate and substantiate the relationship of any lineal heirs of the Decedent. CONCLUSION The Decedent was one of eight children of George Wesley Matthews and Sarah Louise Griffiths Giles. Their children were as follows: 1) Margaret Geneva Matthews Levy [the Decedent] (a) No Known Issue 2) Franklin Dewey Matthews (a) No Known Issue 3) Howard Amile Matthews (a) No Known Issue 4) William Henry Matthews (a) One daughter Theresa Patricia Matthews. 5) Louise Catherine Matthews Taylor (a) One daughter Georgianna L. Atkins 6) Frances Eleanor Matthews Fields (a) No Known Issue 7) Mabel Gertrude Brown (a) Nine children: Carl S Tabb, Bernice Coleman, Walter Brown, Phyllis J. Lay, Frances Brown, Thomas W. Brown, Richard Brown, Warren Brown, and Joseph L. Brown. 8) Leslie Mathias Matthews (a) No Known Issue RESEARCH EffORTS Attorney Royer provided certain records, documents and information to our firm in an effort to assist us in our endeavor, and what follows is a representative example of some of our research and genealogical efforts. 1) We received, and reviewed a memorandum that was forwarded by Attorney Royer regarding a search that was conducted by American Investigation Resources regarding the whereabouts of Carl S. Tabb and Theresa Matthews. The memorandum contained the following information: A) Carl S Tabb or Taub last known address was the Lebanon Pennsylvania area and was believed to be approximately 72 years of age. D) Theresa or Teresa Matthews last know address was in the Baltimore Maryland area and she is believed to be in her 50's 2) We received and reviewed the Death Record of Margaret Levy. The record states that Margaret Geneva Levy died March 5, 2001 in east Pennsboro Township, Cumberland County Pennsylvania. Margaret Geneva Levy was born January 20, 1915 in Howard County, Maryland. Her parents were George and Sarah Matthews. She was buried in Woodlawn Cemetery in Baltimore Maryland. Wanda Atkins was the informant on the record. 3) Next, we researched and reviewed the 1920 United States Census, specifically the State of Maryland, with the hopes of locating the family of the Decedent who would have been approximately five years old. We found the following entry in West Friendship, State of Maryland: A) George W. Matthews, head of house, a fifty year old, black male. He was born in Maryland, as were both of his parents. B) Sarah L. Matthews, wife of the head of house, a forty-two year old, black female. She was born in Maryland, as were both of her parents. C) Frank D. Matthews, a son, a twenty-one year old, black male. He was born in Maryland. D) Ameil H. Matthews, a son, a sixteen year old, black male. He was bom in Maryland. E) William H. Matthews, a son, a fourteen year old, black male. He was born in Maryland. F) Louise Matthews, a daughter, a thirteen year old, black female. She was born in Maryland. G) Francis Matthews, a daughter, a nine year old, black female. She was born in Maryland. H) Mabel Matthews, a daughter, a six year old, black female. She was born in Maryland. I) Margaret Matthews [the Decedent], a daughter, a four year 11 month old, black female. She was born in Maryland. J) Leslie M. Matthews, a son, a two year old, black male. He was born in Maryland. K) Charles A Nelsons, a lodger, thirty-eight year old male, He was born in Maryland. Exhibit 1 GENEALOGIST'S NOTE: The United States Census was taken door to door by well- intentioned individuals called "enumerators" or "census takers" seeking family information. This information was not verified by any source and may contain errors that include, but are not limited to: spelling of names, incorrect ages or dates of birth, wrong location of birth, heritage and parental birth. According to the United States National Archives and Records Administration: "The soundex is a coded surname index based on the way a surname sounds rather than the way it is spelled. Surnames that sound the same but are spelled differently, like SMITH and SMYTH, have the same code and are filed together. The soundex coding system was developed so that you can find a surname even though it may have been recorded under various spellings. " The Decedent's maiden name is often found with multiple spelling variations in different documents. The variations include but are not limited to: Matthews, Mathews, Matthew, and Mathew. The spelling in this affidavit reflects how the name appears on each document referred to herein. 4) After we reviewed the 1920 United States Census we researched and reviewed the 1930 United States Census, concentrating our efforts in the State of Maryland with the hopes of locating the Decedent's parents, George and Sarah Matthews, and any other members of the household not reflected in the 1920 United States Census. After much analysis we found the following entry in West Friendship, Maryland: A) George Mathews, the head of household, a sixty year old, male. He was an employee for the Railroad. B) Sarah Mathews, wife of the head of house, a fifty-year-old female C) Frank Mathews, son, a thirty two year old male. He was employed on a farm. D) Howard Mathews, son, a twenty seven year old male. E) William Mathews, son, a twenty four year old, male. F) Catherine Mathews, daughter, a twenty three year old, female. G) Elanor Mathews, daughter, a twenty year old, female. H) Gertrude Mathews, daughter, a sixteen-year-old female. I) Geneva Mathews, daughter, a fifteen-year-old female. J) Leslie Mathews, son, a twelve-year-old male. K) Louisa Johnson, mother in law, a 70-year-old female. L) Charles Nelson, a boarder, a forty three year old male. Exhibit 2 5) We researched and reviewed the Social Security Death Index for any Franklin Matthews. There were twenty-five Franklin Matthews listed. After analyzing the results there was only one that match the information had already researched. Franklin Matthews's social security number was issued in the District of Columbia. He died in October 1976, with his last known residence in West Union, Adams County, Ohio. Exhibit 3 6) We requested a death record from the State of Ohio for Franklin Matthews. The State of Ohio did a search of statewide indexes for the years 1975 through 1977 and failed to locate a death record. Exhibit 4 7) We searched and reviewed the Social Security Death Index to locate any William Matthews, which would match the information already known to us. We found three possibilities, one that matched the information known. Exhibit 5 8) We requested a death record from the State of Maryland for William Matthews. We received and reviewed the information on the record. William Henry Matthews whose parents were George Matthews and Sarah Giles died on March 7, 1992 in Baltimore, Maryland. He was 86 years old and widowed. The informant on the death record was Margaret G Levy who was residing at 124 West Franklin Street Apt 512 Baltimore, Maryland 21201. The funeral home that handled the arrangements was Nutter Funeral Homes, Inc, located at 2501 Gwynns Falls Parkway Baltimore, MD 21216. Exhibit 6 9) We placed numerous phone calls to the Nutter Funeral Home in order to have them research their records to allow us to identify, locate and make contact with additional heirs of the Decedent, namely a daughter, Theresa Patricia Matthews. All messages to our requests have gone unanswered. 10) We searched for an obituary for William Matthews, in the local Baltimore Maryland newspapers. None were found. 11) Searched and reviewed the Social Security Death Index to locate any Leslie Matthews, which would match the information already known to us. We found only one Leslie Matthews bom in 1917 and having a social security number issued in Maryland. Exhibit 7 12) We requested the death record from the State of Maryland for Leslie Matthews. We received and reviewed the information on the record. Leslie Mathias Matthews whose parents were George Wesley Matthews and Sarah Louise Griffith died on October 26, 1983, in Brunswick Maryland. He was sixty-four years old and widowed. The informant on his death record was Margaret Levy of 124 W Franklin, Baltimore, Maryland 21201. The funeral home that handled the arrangements was John T. Williams Funeral Home in Brunswick, Maryland. Exhibit 8 13) We placed numerous phone calls to the John T Williams Funeral Home in Brunswick, Maryland, in order to have them research their records to allow us to identify, locate and make contact with additional heirs of the Decedent. All requests have gone unanswered. 14) We searched for an obituary for Leslie Mathews in the local Baltimore Maryland newspapers. None was found. 15) Searched and reviewed the Social Security Death Index to locate any Howard Matthews, which would match the information already known to us. We found one Howard Matthews born in 1903 and having a social security number issued in Maryland. Exhibit 9 16) We requested the death record from the State of Maryland for Howard Matthews. We received and reviewed the information on the record. Howard Amial Matthews whose parents were George Matthews and Sarah Johnson died on October 19, 1970, in Sykesville Maryland. He was sixty-seven years old and married. The informant on his death record was the Springfield State Hospital. The funeral home that handled the arrangements was Harry W. Haight of Sykesville, Maryland. Exhibit 10 17) We placed a phone call to the Haight Funeral Home in Sykesville, Maryland, in order to have them research their records to allow us to identify, locate and make contact with additional heirs of the Decedent. After checking their records, the next of kin listed was his wife Nellie Matthews. There was no known issue. Nellie Matthews died on July 9, 1992, in Sykesville, Maryland. GENEALOGICAL CHART Attached to this Affidavit and made a part hereof is a genealogical chart, which sets forth in pictorial form the family tree as known to us. STATEMENT OF HEIRSHIP Based upon extensive genealogical investigation and research, it is our belief that the following are the living heirs of Margaret Geneva Levy, who died a resident of Baltimore, Maryland on March 5, 2001. 1) Dean Swift, son of Georgianna Atkins, grandnephew of the Decedent. Known to the estate. 2) La Kisha Atkins, granddaughter of Georgianna Atkins, great grandniece of the Decedent. Known to the estate. 3) La Trisha Atkins, grandaughter of Georgianna Atkins, great grandniece of the Decedent. Known to the estate. 4) Dennis G. Atkins, Jr., grandson of Georgianna Atkins, great grandnephew of the Decedent. Known to the estate. 5) Wanda Atkins, daughter of Georgianna Atkins, grandniece of the Decedent. Known to the estate. 6) Carol Atkins, daughter of Georgianna Atkins, grandniece of the Decedent. Known to the estate. 7) Margaret K. Bowlware, daughter of Georgianna Atkins, grandniece of the Decedent. Known to the estate. 8) Carl S Tabb, son of Mable G. Brown, nephew of the Decedent. Whereabouts not known. 9) Bernice Coleman, daughter of Mable G. Brown, niece of the Decedent. Known to the estate. 10) Walter Brown, son of Mable G. Brown, nephew of the Decedent. Known to the estate. 11) Phyllis J. Lay, daughter of Mable G. Brown, niece of the Decedent. Known to the estate. 12) Frances Brown, daughter of Mable G. Brown, niece of the Decedent. Known to the estate. 13) Dionne Lamour, son of Thomas W. Brown, deceased, grandnephew of the decedent. Known to the estate. 14) Richard A. Brown, son of Mable G. Brown, nephew of the Decedent. Known to the estate. 15) Warren Brown, son of Mabel G. Brown, nephew of the Decedent. Known to the estate. 16) Misty Brown, daughter of Joseph L. Brown, deceased, grandniece of the Decedent. Known to the estate. 17) Theresa Patricia Matthews, daughter of William Henry Matthews, niece of the Decedent. Whereabouts not known. Based upon the genealogical research and our best efforts, there appears to be no other information available to us at this time to assist us in gathering any additional information regarding the Decedent's family. It is important to note that original documents often contain spelling errors, variations and on occasion actual conflicts, as data may be recorded from information given by well-intentioned individuals, whose well-intentioned information might have been flawed. Our conclusions are therefore based upon our professional evaluation of the totality of the evidence and information obtained, researched and analyzed, which we believe to be true and correct. DATABASE USAGE AND CONFIDENTIALITY: HARVEY E. MORSE, P.A. uses a multitude of public, non-public and proprietary databases in addition to localized searches and research. Non-disclosure agreements prevent us from publicly listing or referencing certain databases or sources used in preparing this Affidavit. Further, even if permission were granted, listing same would result in an unfair competitive advantage by assisting others with our proprietary knowledge based upon our years of experience and the investment of a substantial amount of time and money to uncover these sources of information. Therefore, we are unable to state with specificity those databases or sources we utilized beyond those contained herein. Further, since each individual search generates a multitude of fruitless paper reports, histories, data and other non-relevant material, we do not save, store or otherwise retain these extraneous printouts. FURTHER, YOUR AFFIANT SA YETH NOT. For The Firm ......... NOTARIZATION ......... State of Florida County of Volusia The above named: JEANNE FEENEY, whose identity is personally known to me, in my presence did affix his signature hereto as his free act and deed, ratifying and confirming under Oath the veracity and truthfulness of the statements contained herein to the best of his knowledge and belief. Dated this 15th day of July in the year of 2005. Signed: ~~VL Ari S. Morse :\.\\"\11'1;""1 ,,'\\\,~"iH MO':"'" ~... ~ ........'"18<"% ~ ~..~\SSION~.. ~ ! ...:rJ$~~~~~... \ = :~I.i: ~CI':*~ =*: -.. : = S~~ tOD2r0934 :~i ~C?.1r._ ~"~$ ~~..~",~~ .../:V~ ~_'r ..~UUIIC ..""",,~~ ~ "Oyp.......:c. \J' ~,'tf;. I", dL/C SiK\~,\\''Io: /11~1',il('1'~\\ Notary Public, State of Florida My Commission Expires: ;13 Fr<lR.UA"'1 Z<>O~ J ~ ~U""'I<NTOf'cQ/.IMI<JtCC-et,JItCA.U""""'Ecu.sus ,..._ 1 ::. .. fi.<<;":.u..t~! FOIJRTEENIH CE~S OF THE UNI1ED STATESI 192O-POPULATTON I .-.~_. -~,...44..kJ.""i"-~~_'-~>- ! -."'....""""" J.._ . T_ .~... _....._._ - - --r-=.. "............,,,.,,,.,,.., tI 1....".... 1.....,.._...._,., .r",. I Y B ........ .\-a_~ I _ ....,,<>- ~ -1 I,~' ... f I i tf~ i ,.c/'C' .n U:i .~I ~, /'- n H'<. :{-r-~ ", ~ .~~':"7" .j :c ..1 .~'_1- "7'r..>':;:'~ ~.' o~ .. -"" ..... ~l . .' J 1 ."!< -_..~ --- - ~~.- --..,-, ~ - uj- ..4.m..._ ;r: ,",.0,,- =< _'k '~""'-i ..11:_- ~. , it .:~:-"':-: _. ,--' 1- .' ,~; , ."L1 , , ~ Sodal Security Death IndeK Franklin Matthews ~l"",i",....... Nl!IlTIe: Franklin Matthe....s SSN: 579-10-2360 lAst Residence: 45693 West Union, Adams, Ohio Born: 19 Jul1899 Died: oct1976 State (Yel!lr) SSN issued: District of Columbia (Before 1951 ) social Security Death Index WilHam Matthews P,~~~,~,': Name: William Matthews SSN: 217-22-6900 Last Rl:sidence: 21217 Baltimore, Baltimore City, Maryland America 80m: 4 Jul190S Oied: 7 Mar 1992 State (Year) SSN issued: Maryland (Before 1951) at'.... I... ...~.. . 'T.'*'{. " ~.. , . .-<?4,~< :-',e. .'.;~1J.I'~~f I-~A'~~ .. eM P ....d PI vefl-'T/tuL-l7/s _ II ....-._......,... ............................ L:i " . >>JI~J;.I'" 4 - .. : I """'.f~ . 'O_lI'~,.-':J Sodal Securitv Death Index Leslie Matthews ",~"":~~ :..,~ Name: Leslie Matthews SSN: 213-03-2043 Last Residence: 217~6 Brunswick, fredenck,l"1arylillnd Bom: 14 Dee 1917 Died: Oct 1963 state (Year) SSN issued: Maryland (Before 1951) Howard Matthews ~i~tOili(~. N~me: "oward Matthews SSN: 212-18-9032 Last Residence: 21784 Sykesville, Carroll, Maryland Born: "3 Mar 190.3 Died: Oct 1970 State ('fear) SSN issued: Maryland (Before 1951 ) ~ ,.. ;:~ . . c.:- ::::::;, ,.- ~~ ~. ::::::=, ~ ~~ " I..--:- :.... .. ?;: ~.'" . . ...~ g. ~ ;~; ~~;.. \'" ~ ., ,... .- .. 0- . l' ".\ ~=. !!.~ ~,..\ ~ ~ ,.. .~ i~ '=' Cl.;;; f';C.~ ~~ ;;;i:;_;'~" t"t~ ~~S ~ ~.~;. ~ 'C;l:,'.::""'~a.~~; ~ ~.. l:..'t.o;r- ~.. Cj) .. . . ~ :'" ~ . [ ~~~\ :,,,IJ ~.. r $. s~ ~~':~! -I ..: ~..~ ""'-1 Q cr_.... ..... .' .. o<:j \. ': ... 9 " . . ..... .~.;.;. a ~ ~ ~ . ,; ~:,....';j~ :';;.';-~ ~:'~~~ \.. ;: ~, \" .. .. ~ \ ~~r\ \ \ \ "." - - H . . . . - - . . \ d ;:\ \ ~- .' "'~'!! ~~~~ '; ~ ;ia.';O~ .- i""7'$~ ? <:l .- ~$f ",jC::<t ....,. ~~~~'ii:;;'= ...:;;;e. ............. "~'t..~ l~?"" <::.1 :;; "'~~ -;-~~:<;?;~ ;;=:.1a..e~:-1I f~'? ;:~:c i'l;'~~' ~~~i' l~~ r'" ~\ { .... . . - . .- -~ " '" ;; ~ g. \ ;.~~ " - o. - ~,,-;; \.. .. . ~~ ~; ". ~ ..~ . - - . . . . . o ... [.~':' .~~ ; i" ~ ." ~~ 'i~ . ,.. !:~ - . . . .; ~~-r - . :..~ i.~i\ .,..", ~.. .. . ~.. r :' ,,\.J :. \ ~ ",iC."'3. ~!1;~; 'i~ -.. :~~a i"''' ... \ 1;\ - ...30~ .. . ;~-: ~~ ~ ,€-...$~ ~~ 'a: \~;; ,.... "",;;; ~'!-t' :Q;~1~:;'~ ~:;S"'l-';;' $. g....-;;: ..,..." ,.. ~ ~ C>~ :~:- ~... r ;:' ~ o - ~ - i - '" ~ < . '" ~ ;:. ; ~ \ Real Estate SNYDER'S AUCTION, INC. Neal N. Owings, Auctioneer 4112 E. Motl Avrenue - P. O. Box 379 Hampsread, MaIyIand 21074 410-374-6666 410-239-8210 ESTATE OF MARGARET G. LEVY C/O SMIGEL,ANDERSON &SACKS ATT: HEATHERD. ROYER 2917 NORTH FRONT ST. HARRISBURG,PA.I7110-1260 Appraisals ~ ,. , '.. ('" (-,... ,- ... .=/".. r" w.-, 1:-0),..._ . sn~-{-s7I- . 2/11/02 LOT #89 TOTAL LESS COMMISSION@ 25% LESS HAULING If it can b( HOld at all, it can be sold at auction. $ 1,066.50 266.63 $ 799.87 100.00 $ 699.87 auv.'s.N8!ne "cf IUlbIr Item or ~ /'T' @ $ /7 ,,;/ .,!q - This receipt verities payment and delivery of the above. Sold as Is. where II. All sales final. Thank you. . .......FormCTMiaouriAuotion SahooI1.8QOo836-tl66 ~ 27:2.- ltemor {//d:- ~ ~ ~ $ 1= $ f' /,?O,oo -, f this receipt verities payment and delivery of the above. Sold .s I., where II. All sales tlnal. Thank you. . ReonIerFormCTMMCMI'IAuotionSclhool t~1156 ~"~ '~'-"",-"-,,,-'-,", ---~- -"'~- --_..'~ .~._- Buyer's Name ..2 7 z- Or ItUnber Item or ~,/ ,.:.-/-:- / ) Lot tunber ;L.{'..L:P.tlP.-t , f ~/ ,/ rlPA'U;~ 94 " ./ @$ = $. dO, Of) :I-:; /2 b:.,J /..., } . .-u-'~~ (--, \ -, This receipt verifies payment anet delivery of the above. SOld as II. where la. All ules final. Thank you. . ~FormCTMIuouriAuctionSotlool1-11OC).83S.11&5 5 5 6 Buyer's Name Or ItUnber Item or j~$ "o/-""'s ,,/ :/ . ,h~. ,/ _/,,1// ffl//; ~ Lt~ ..# I .c.~" - $ 11 This receipt verlfl.. payment and delivery of the a ~ Sold as Is. whe,. is. All sales final. Thank YOU~ . AeoIderFonnCTM6ucuIAuctionSchooI1-800-835-tl66 , I I I I I I I I I I I I I I I f I I I I I I I I I I I I I I I I t I I I ., 11 ~~ /4i--C). ttemor' /.? r '. \ Lot tunber /:r~A-<'...e~~~A__ 'i5'1 @ $ _ $ '75:00 REMARKS: /t~.{) j/~~ This receipt verifies payment and delivery of the above. Sold as Is. where Is. All sales final. Thank you. . RreoftNf Farm CTMiuourIAuation Sohoot 1~1865 ~7~. 12 Buyer's Name Or I'Unber Itamor Lot ItUnber ~Cl @ $ REMAACS: __ .I /,/ - ;' ~ " ../ ~"./.:., .,-) , -!!:::!=.4"A/_. , !;. .<c::_:!:.... / c;1- /6 _ $, ,,?, t-; 0 U~., .-,~/ -.4-~ ->:/ .i:? cJ? _rL./ ~ A This receipt verifies payment and delivery of the above. Sold as Is, where Is. All sales final. Thank you. SALE NO. PAGE PAGE SALE ~ -"7{) L"UI"\ CRDATE NO._lOTAl. lOTAl. V /. ,,,,,,--, . AeoIderFonnCTMluouriAuclkln Sohod 1..,.836-1865 1 Iluyw's Neme 9" Or I\bnber CJ Ilemor /(.,;' / J . ..4- , __ .4- ~,I\bnber fd-'j1CU- (J/ J ~. .J:!.!L @ $ ~"Sl) = $ ~"'~ b5";L)C) ~"'AKS: This receipt YOfIfl.. psymenl .nd dsllVSly of tho ._. SOld.. II, where la. Atl aalea tlnal. Thank you. . AeocderFonnCTMIuourIAualianSclhool1-800-8J5.1t65 5 ~~~ Item or L~~ r-1_@ $ -, /"1 ,r/' //{I :::2. 30 ~k~ cj ..-?'/ () () = $ " col ~~ This receipt verifies payment and delivery of the above. Sold as Is, where Is. All sales final. Thank you. . A<<JrderFonnCT~A&MltIonSclhool1-800-836-1_ ~~ //~ Ilemor 5? .' n . Lot I\bnber ,/ ,a..~--<.H'i'_~ "'jfq @ $ _ $ ~d)O -, 6 This receipt verifies payment and delivery of the above. SOld .. Ie, where Is. All sales final. Thank you. . AeorderFormCTMinouriAUCItion SohooIl-800-835-1t66 Selle! I I . . 10 .~ " " " " " i; " " " " " I , I I I I I I I I I I I I I I I I ! I I I I I I I I I I I I I I I I I t I I Buyer's Name Or IUnber Item or L?t~ JJ.L @ $ r - $ A~~~ '1-9 ,.', 1 /J ./)t/A..(..,- ~~.t .' , t'-:':.eJ!7 j.:2~.. -::>,._-.P .' 0 ...-' -:"J ,.I () ." This receipt verifies payment and delivery of the above. SOld as Is. where Is. All sales final. Thank you. . Aeolder ForrnCT MinouriAuction SdlooI 1~11156 11 Buyer's Name Or NImber Item or LotNlmber ?'1 @ RE~: .:::< / '7 '::;;V!...,~- ..0/./ ./<1_~'(" c' ~r ,. // ~Lij/ _~.._.<.. $ .( _ $';; ;:?,CC ~ This receipt verifies payment and delivery of the above. SOld as Is. where Is. All sales final. Thank you. . ~FormCT.......AuotionSohooI 1-80C).836-1166 12 ~~ !"(S-- Item or ",2.. .. "0 ./ ~ ~ ..,;.-. > !Lot - //la.J't.-.-L,c~~.<~~<4~,Je. >(" ,. @$ -$ REMAA<S'. .,.,( _.", cJ . </<..,,,,,,,::,,,.<:.,v~> This receipt verifies payment and delivery of the abOve. SOld as Is. where Is. All sales final. Thank you. SALE NO. PAGE PAGE SALE / / 00 OR DATE NO._lOTAL S lOTA&.. S UJU), .. ReonIrerFormCTMiNouriAl.lCtion SclhooI1~835-116S 1 euy.'s.Neme c'o;~ Item or LoII'Unber >J @ $ FlEMAAKS: n/;,~ / ~. ( ,.-,~- ,( _ >'C,d~_~1r~-l;"'.:-r.__t'.__t.:."2...;J---- $ /.t C.,"-' This receipt verifies payment and delivery of the abOve. Sold as II, where II. All sales final. Thank you. . ReoldetFormCTYIIourIAuoIIon SClhooI1~11166 2 Iluyer's Name Or I'Unber ~~ l:~t!..,c/ ^ ~:"-c.? '-' I @ $ REMARKs: -7<7 '}/~'-~~P~...J $ / roC - ".;;f........ This receipt verities payment and delivery of the abOve. SOld as la, where Is. All ..lee final. Thank you. . ,.,., Form CT MilteowI Auction 8ohoot 1-800-835-1156 3 Iluyer's Name Or Number lIemor Lot I'Unber .--j-- - (.;, i, rx-~~ - ~ \"y ~~. ~.: . / /' ,.-;' J" J? C ~ ., 'ft~-',J! ,......~-~~- ; , )~-1' ............, @ $ - $ ';:';P~a~-/1_~ This receipt verifies payment and delivery of the abOve. Sold as Is, where is. All sales final. Thank you. . ""'FormCTMInOuriAuation 8clhooII-aoo-835-1855 4 Buyer's Name Or Number lIemor Lot I'Unber 8'9 @ ............, " ~ 'i- _.,~:'. /;,2 7 , _,/ /;/...-'" ~_.. .~7<::'~ - /;.) ... .t":;.t2_~..:J.2_,.4Jil:./ .~.(.'L..(~-~ ,.' ~.' ~_.J.;__ - ',/ 6/ , _ - $ r", (...10 $ / ~-t:-1'f'!.-e'''Z,uz-. ,/ r ;-tt..tjr~J"\..-6-c~;; This receipt verifies payment and delivery of the abOve. Sold as Is. where Is. AU sales final. Thank you. . AeonIerFormCTMinouriAUGtion School 1-800-835-1165 Sellet'. Copy , , Buyer's Name ; Or Number , Itemor Lotl'Unber ';:~~'~~ j I @ $ 15-14-105 7 / "- / ~...,.,'- /,,- <;.--< "~'r-:"~~' (.~~' <0' ::.',~- c-,. $ REMARKS: This receipt verifies payment and delivery of the above. SOld as Is. where is. All sales final. Thank you. . R<<lrder FormCT MilsouriAuctlon SohooI1-8D0-83S-11166 8 Buyer's Name " ---,-7 Or NLI'nber ,...- -'~ ~ Item or -;- J~ /) ~ Lot Nlrnber ...:..-~} _-:':"-;d-:-"~-:./~_",;>,,;.-;-(,.u!. J:::,f',1-:.-<.L..x...;.;,_.,..j Y9 @ $ _ $ ;:"7,0<.:) REMAAKS: ::C'J. /.1 ,/ ::.;' .?:1~<-- "<'~-<?_~-:~_/ _~., ,.-1,,,,,;,, ,,:y ? /...._- ____ _ , .:.,......,... ~~_,:.,?':..p..-i!,/ 7<!~~~~ . v .-_-~'.,_......'_:.::_,___~ -' " oJ ,-" this receipt verifies payment and delivery of the above. SOld as is. where is. All sales final. Thank you, . ReotderFormCTMinourlAuctionSchooI1~11166 Buyer's Name Or Number Item or Lot Number /VCj' @ $ s ~ ....,-/- /' .. REMARKS, ,..,;:...1"C S."/ /} ~, ' ~-c'~_:_V-K, ~~ /' V ,rj -,$ , ./::;'-s:<-;.4 . -Z::-~~,~(7 .~~~t~.~~ ....:..- ./ ... ,....2.-:::J...r;......".'!'?-'Jc';..;;.., {~~ C~', This receipt verifies payment and delivery of the above. SOld as is. where is. All sales final. Thank you. . AIorderFonnCTMiuourlAuotion Sotloot 1-800-836-1866 . .("j ,;;2 y;:;r 10 Buyer's Name Or Number Item or Lot Number 'YV ". i @ $ _ $ REMARKS, .' J/ ~ ..".-' ., /'-'A' 0 ._(;{)" ' i'X U,),,,::#.-",,,;1U!-t' "-- f~- .. '-'-~ I]; Thi. :eiPt verifle. payment and delivery of tho above I I P. Sold as is. where is. All sales final. Thank you. 'T U \ , . AeorderFormCTM6MouriAuction Sdlool1~1866 /' ,,"; ~--. ./ ./"_4-:!'4.--f__J:.....,' / . '-_'},/ .;.';:;;.c.,; 'j,-';:;",,' L c ' " "'C.,-___.. -'~_~ ;:.;.,( "". -', ~....)~vCJ 1 Iluyer's,Name 'or ttJniber Item or Lot ......... (,<:1 fi I -'./ ..-- ~.'(..R .::. I c.4~l...../.t'..k:"-~f€.~ -''_,,; Vi ..:~47i=~~::_( $ -4i-::;:" (: t..: @ $ AEMAAKs, t.)' '---:>',; __t/ '" /~~----7"""...c,....--t,_) '>'>L-f;;,-.-.~~ /l-~r--~~:;:-> ;,...-'(.' ~ ::/ This receipt verifle. payment and delivery of the above. Sold as ii, where II. All sal.. flmll. Thank you. . R~FormCTMrnourlAuotIonSohool1~tll66 Iluyer's Name Or I\Unber Item or Lot ......... "X",:? @ -,-. ~. /?--- ./ .:-- ~, ~.- .p:: /J "".:1 ,C~'''':'~~''__~~-=;;"JI../ $ Stet; _ $ /{)/oo FIEMAAKS, This receipt verifies payment and delivery of the above. SOld as 'I, where ls. All sales finel. Thank you. . RlIOrderFofmCTllIMouriAuallonSohool1-1OD-&J5.1865 Buyer's Name Or I\Unber 18m Of l4~f/ Lqt......... /;--(j.jijlA2-<',. ~~ $ ?' c-' , @ REMARKs, ,':'~0 ~~" - .a / ._,/' h " /-:'r;}Z-4""u:......R..-J ! ..ttJ<", ' ~ v ~ "':~h r)?'- _ $~ c>\,.'-/~l./V this recetpt verifies payment and delivery of the above. Sold as Is, where is. All sales final. Thank you. . AeorderFormCT-....ouriAuotion SohooI1..a00-a35-10S5 Buyer's Name Or I\Unber Itemor -' Lot......... ~/ ~_~~~~?.t:.~-#'W. :;;: l' '--., .~ J/C>< -.:5 .' .......,../. 1..-1'..','.7 _ :/''liO ~,,? ~vJ .' --,--=..~<>,-- . /~. $ /.;20,,')0 -,{~.~- (/ @ $ FIEMAAKS, ;'//,-:3 /; X // / -~ -'- // This receipt vertfles payment and delivery 01 the above. Sold as Is. where la. All sales final. Thank you. . Reorder FonnCTMiaourIAuction 8ohooI1..e00-a36-1166 Buyer's Name Or ......... hem or \., --- - /~} Lot ~_44W'-e.- VI @ $ .. !~) I FIEMAAKS, -"", -, <:/ ~'...~, 0 ~4t!n-tP'-~...-I-P~ _ s .::?S~O(; Thla receipt verUles payment and delivery of the above. SOld as Is. where Is. All sales final. Thank you. . AIoIdet Form CT MillOUI'iAuation School 1-801).835-1165 Buyer's Name Or ......... Itemor Lot ......... >'4 @ $ AEMAAKs: ~~ <"',- ~ -~/ < '--(.!"~;-/:...-rl--" , ..:- J;'n (~.o.:~_< ~ C) C) - $ - , this receipt verifies payment and delivery of the above. SOld as Is. where is. All sales final. Thank you. QVIIV' _ --r' I I I I , , I I I , - 2 3 . 5 6 Buyer's Name Or I\Unber Item or L~~ ., '7 @ C'-..., ,.1"::::':-- / ,? j~-:A"':" ....-.---.,_....,~"f.<-"~~d~_ ~_? --' ::J...-""''' -::.,.c $''''''-.'' y~... : $ 'J REMARKS: This receipt verifies payment and delivery of the above. Sold as is. where is. All sales final. Thank you. . ReolderFOl'mCTMInourIAuGtlonSchool1-8D0-83S-1t55 Buyer's Name Or I\Unber Item or ;.7/ / Lir?; ~"..;<'~~<<f' REMARKS; 8 .-'27' 2.-,,- -.~ _1 . (/((2?L"--<<; .~~.e?,__, ( -.M .,- $ .. "."..'l.J;,.". This receipt verifies payment and dell't'ery of the above. SOld as is. where is. All sales final. Thank you. . RIorder Fotm CT~Auction School 1-800-835-1866 Buyer's Name Or Number Item or Lotl\Unber )~~C/ , .' ~ ~S; . .~ ..:~.' / 2 --- .' Z:z J . :,'v'"!::'1l.' _......L1 / j /~~,..,__~.-.7' ~ J. ;/..'~- -- \..-......:::_".'... ./' . I -~ -;.{...i /~/\ .fr0 /, / /l/ ~;:? r (J C1 @ $ - $ 3_ ~ /, I .~~ :7-:;?~:..e~<.-o-R~ f,' ThiS receipt 't'8flfjes payment and delivery of the attove. SOld as Is. where Is. All sales final. Thank you. . ReorderFoftnCTMIaourIAucIIonSohooI1-a00.a36-1165 Buyer's Name Or Number Item or Lot Number </,'"'7 c', @ $ REMARKS, 10 /. ') -=s 1.-- ..-~ . < _")~~.';~.'~~_>!'"_~A, .j ....~: ~7..;:.'--:.t-~_,~..., (~:~.f..-.c':~~':L-Ci:: (~ '$ /'C'),.t:)O ~--.::::~..- () This receipt verifies payment and delivery of the above. Sold as Is, where is. All sales final. Thank you. . ReordIrFOl'mCTMiMouriAuation8chool1~1166 It Buyer's Name Or Number Item or Lllt~ Vr $ -- @ REMARKS: -, '--~ ):,."........&-.....,/7 ....'A':~ .. .'" . ::;, '-i ( /.-1 /..~ ~_._N ~~. L <.J:..;...?tL{:!-~... $ ;;?, 00 This receipt verifies payment and delivery of the above. SOld as is. where Is. All sales final. Thank you. . ReorderFonnCTMluouriAuc:tionSohooI t~1866 ,I I I , I , I I I I I I I 1 , I , I Buyer's Name Or Number lemor --.I' :- Lot.Nymber ;t;~<':::;:~~-:<rlJ:.~> {Z.r:~,/...~' <~-(f C " @ $ / t? ~ 12 j} - '-I (:,;.:A::~(.a:.a:,:;.1/..._. ../ :..-1' }'-'"'1/) $ ~._. ,., .r-~-- REMARKS: ThiS receipt verifies payment and delivery of the above. Sold as Is. where Is. All sales final. Thank you. SAlE c: /"1 ---";-', roTA!.. S .....; I , ~ (_li.. " ..... N<l OR DATE ...... Mae 00._ lOTAl S BUREAU OF INOIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANTO. fj"'r '-r,' DEPARTMENT OF REVENUE I '~'L "",-, i -3i-od- NOTICE OF INHERITANCE TAX 6"t 83-'~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE -I DF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN HEATHER D ROYER SMIGEL ETAL 2917 N FRONT ST HBG PA 17110 01-29-2002 LEVY 03-05-2001 21 01-0407 CUMBERLAND 101 IEV.1SUUAFPI12-00) MARGARET G Alnount R..itt.d ) CHANGED (1) (2) (3) (4) IS) (6) (7) .00 .00 .00 .00 139.188.38 .00 .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 __ REY=i54,ninFP-nZ-=iioY-iioTIci--oF-YtiHiRITANCE-YAiC-'A-PPRAIsiHiiir:--ALi-owANcE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LEVY MARGARET G FILE NO. 21 01-0407 ACN 101 DATE 01-29-2002 TAX RETURN WAS: I 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 .nd Bonds (Schedule B) 3. Closely Held Stock/Partnership Int.rest (Schedule C) 4. Hortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. ~olntly Owned Property (Schedule f) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governnental Bequests; Non-electad 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect ~igures that include the total o~ Abb returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spousal rate (15) 16. ADount of Line 14 taxable at Lineal/Class A rate (16) 17. Alnount of Lin. 14 .t Sibling rat. (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: + INTEREST/PEN PAID 1-) .00 DATE 12-05-2001 IUtBER CD000604 18,670.11 6.198.55 Ill) (12) (13) 114) (9) 1101 .00 .00 .00 114,319.72 X 00 = X 045 = X 12 = X 15 = (19)= NOTE: To insure proper credit to your account, sUbmit the upper portion of this for. with your tax pay.ent. 139,188.38 " AliR i.E. 114,319,72 .00 114,319.72 .00 .00 ,00 17,147.96 17,147.96 17,147.96 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE enll ,..AI ,..111 AT7nU nl:' An...TTT......AI TU'TCal:'C!:T I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. TI: TnTA' NIl: TC!: DCI:. C,..TCn AC!: A ",.DCnTT" ,,.0,\ VNI WAV lie nilI:' AMOUNT PAID 17 ,147.96 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Sherry Clifford, Classified Ad Manager of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication May 2,9, and 16, 2001 .... ~TTI!RlI.Dr- AQMINISTRA1ION .TheE_or_Aft.,. tNe"IA~ ~V,I"'ofCampHllI, Coumyof~, eom_lIIthOl """.."../lia. """'"ll ........Ill'anted '" 0,. .-reiQr1ed,aI j>eroons being 1nd*"" '" lh4I EState aril. Jequ lS1eCt.to makelm_ paymenUnd tho..!>av- lI'Igdalml. pre$lllt1lle same withoUt,ctemly.to:~ . 'Pt1yIIlsJ. UIV ;.. !$!(I~l,llllWIi- OR ~'lJ,P~lUl!3 ~Q.f!lly"i~l.. ~ELiANDERSQt.I 4 SACK!> . 291-rNorlhf_llt..et' .Hiurill><Jfg,PA 17"& i . Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. Sworn to and subscribed before me this day of May , 2001. ~O.~ Notary Public 16th My commission expires: NOT AAIAL SEAL SHI~lEY O. DURNIN, Notary Public Carlisle Bora., Cumberland Count M Commission Expires Au . 9, 2D63 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA : ss. COUNTY OF CUMBERLAND : Roger M. Morgenthal, Esquire, Editor ofthe Cumberland Law Journal, ofthe County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues ofthe said Cumberland Law Journal on the following dates, V1Z: MAY 11, 18,25,2001 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter ofthe aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. /; Roger M. Morgenthal, Editor - l.ev7. 1IIarpret G.. a/Jr./a Marga- ret GeDeva l.ev7. dec'd. Late of Camp Hill. Adm1n1stratrtx: PhyllisJ. Lay. 820 North 18th Street, Hamsburg. PA 17103. Attorneys: Heather D. Royer. Es- qUire. Snuge!, Anderson & Sacks, 2917 North Front Street, Hams. burg, PA 17110. SWORN TO AND SUBSCRIBED before me this 25 day of MAY. 2001 NOTARIAl. SEAL LOIS E. SNYDER.::J Public CarIIlIBoro, CUm County MyComl.1iIIIIln ExpirlllI M8Id15. 2005 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Margaret G. Levy aIkIaMargaret Geneva Levy Date of Death: March 5, 2001 No. 2001-00407 TO THE REGISTER: I certifY that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rilles was served on or mailed to the following beneficiaries of the above-captioned estate on April 27, 2001: Namf: Addr"" Frances Brown Dionne Lamour Street Richard A. Brown Misty Brown 10 English Elm Court, Catonsville, MD 21228 406 Mt. Holly Street, Baltimore, MD 21229 406 Mt. Holly Street, Baltimore, MD 21229 406 Mt. Holly Street, Baltimore, MD 21229 4831 Gilroy Drive, Baltimore, MD 21214 26 Rumelia Circle, Baltimore, MD 21221 4339 Reisterstown Road, Baltimore, MD 21215 135 North 14th Street, Lebanon, PA 17042 820 N. 18th Street, Harrisburg, PA 17103 3 South 16th Street, Apt. 1, Harrisburg, PA 17104 615 Curtin Street, Harrisburg, P A 17110 526 Schuylkill Street, Harrisburg, PA 17110 231-E-1 North 40th Street, Harrisburg, P A 17111 Dean Swift La Kisha D. Atkins La Trisha D. Atkins Dennis G. Atkins, Jr. Wanda Atkins Carol Atkins Margaret K. Bow1ware Bernice Coleman Phyllis J. Lay Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Theresa Matthews whereabouts unknown Carl S. Tabb whereabouts unknown SMIGEL, ANDERSON & SACKS Date: April 27, 2001 By: \ Heather D. Royer, Es uire ID# 76327 2917 North Front Street Harrisburg, P A 1711 0-1223 (717) 234-2401 Attorneys for Personal Representat i ve \IJ I t= l> .. ~~ :u el '"'J ~,~ :u I!I ~ - l> r (fJ l> )> >- III ~ ID W -l ,~ C - -l ~ ~ ~ ffj :u Z 0 Q Q 0 ~ - - XI ::0 I!I CIl ~ 1) -of Z = ":I ~.~~ f:l f'l I fl1 rIl ~ ~ Z '1 -< N Z XI Ul e d ~ (1) ~ )> ~ 2 ~ -I -I pP i < en r \IJ O'ti'ti l> ~ l> > ~~~ ~ ~ :<: I'J l> -< ~ ~~ :::! ~ 0 ~ . Z~ ~ 'e !i;J "'-'''''''g.-=:-- ~::J::J< 0 :T;:r- ="!i~~!;; ~;;;!t 0"'_ _0 I'" ~.~..J 1:"0";; ~ ~:l"6"~iJl .. lil ~i~iS:6" ?~ ~ . is: I!I ~ 9' . zs.Eo m : afSl.~;! [5!~!~i! -.:TO:Tlll~!"o Q~"'~-<D='" - "'~0"~a.3&l O"Q-<m~6""'Sl. ~"0~6"-l!!=< ~ ~ i'9. 2! ~~ S -.3~~"'O~=t! s:D Q) "C:=J ':E 0 w -. -<, :3 !tl ...::::!~cb3 <5 - Ui ~ =;::1. 0 g ~ - )>ii!O~9'~!t.!; n iii j"CD !ll~ ~~~5 !~~I~ ..~ ij f~l~j \ rl~" f f 'l;rifs I i , ! ~il I : f ~ Ijif!f!lh ~--2 ,....., c::-:::, 0 '~ :T_J ~, ',___J c~ ,.' -: :):1 ~ J51 l~"a ;-'-1 -''-. .) --,- '---, 'C':: .., -. ~ CO' ~ l~ alg~i ,.,.~~ 1- -~ i i~tl~l~l ["') j ::=; :.:.~ C~ ~ CS2~_ 4)0 io> 0 _ -. ._~j S. -a.::!! a. C) -:)3=-(1)2: .~ - '\ ~. = ~ Q 0 !D Vl' .. .--r, (D 0.- "',..0, CO 5983-1-5a/AffofPub/HDR/DRW/cnn 10/3/20054:35 PM INRE: ESTATE OF MARGARET G. LEVY, a/k1a MARGARET GENEVA LEVY, Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2001-0407 AFFIDAVIT OF PUBLICATION The undersigned caused to be published a legal advertisement in The Daily Record for Theresa Matthews on September 7,2005, September 14,2005, and September 21,2005. Attached hereto as Exhibit "A" is the Proof of Publication evidencing the text of such legal advertisement and verifying the legal advertisement was published on September 7, 2005, September 14, 2005, and September 21,2005. There is no legaljournal in the Baltimore County, Baltimore, Maryland area. The undersigned caused to be published a legal advertisement in The Lebanon Daily News and the Lebanon County Legal Journal for Carl S. Tabb on September 7,2005, September 14,2005, and September 21, 2005. Attached hereto as Exhibits "B" and "C" are the Proofs of Publication evidencing the text of such legal advertisement and verifying that each legal advertisement was published on September 7, 2005, September 14, 2005, and September 21,2005. I verify that the statements made in this Affidavit are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S.A. 94904 relating to unsworn falsification to authorities. SMIGEL, ANDERSON & SACKS, LLP Date: October 3,2005 By: Heather D. Royer, E quire Attorney J.D. 76327 4431 North Front Street Harrisburg, P A 17110 (717) 234-2401 '1"~ , j- ) , -.1--1 l -+J , ~ ',' .'..i- <.)1 C~') 'I -;'1 - (':-'5 r,'] ;... -.1 <~~) -;, THE DAfl Y RECORD Baltimore, September 21,2005 I I No. 2001-0407 - INI RE: ESTATE OF MARG~RET G. LEVY A/KIA I MARGARET GENErvA LEVY We hereby certify that the annexed advertisement of No. 2001-0407 - IN RE: ESTATE OF MARGARET G. LEVY A/KIA MARGARET GENEVA LEVY was published in THE DAILY RECORD, a daily newspaper published in the City and County of Baltimore on 09/07/2005, 09/14/2005, 09/21/2005. Inv:# 30347028 First insertion September 7,2005 THE DAilY R~D COMPANYL, Per <2_.)Z0tl.L~ r Heatber D. ltoyel; Smigel, AadenIoD .. 4431 North Front Harrisbwg. Pennsylvania. 1 IN THE COllin' OF CO CUMBERLAND co PENNSYlNANIA OIlPHANS' COUllT D NO. 2001-4407 IN RE: ESTATE OF MAR LEVY A/XIA MARGARET LEVY, d.--d NOTICE OF co TO: Theresa Matthews You are hereby notified that Administratrlx of the Estate of Levy a/kIa Mafgaret Geneva with the Clerk of the Orphans sion a First and FilIal Acco~ 2005 in the above Estate. Said be presented to the Orphans' . berland County, PennsylvanJ the Court Administlator, ty Cowthouse, for confirmatio al 01\ October 11, 2005, WIless tions are filed prior thereto. tions to the First and Fina1 , be filed with the Clerk pf 0 not later than 8:30 o'clock a. time, on oCtober 11, 2005, objections wiD be deemed HEATHER D. Smigel, Anderso 4431 No s7,14,21 N THE COURT OF COMMON PLEAS CUMBERlAND- COUNTY, PENNSYLVANIA )RPHANS' COURT DIVISION NO.2oo1-0407 IN RE: ESTATE OF IARGARET G. LEVY A/KlA IARGARET GENEVA LEVY, deceased ~ # 1662219 PROOF OF PUBLICATION OF NOTICE IN THE LEBANON DAILY NEWS NonCE OF CONARMATION ~A TE OF PENNSYLVANIA ~arl S. Tabb are. hereby notified JUNTY OF LEBANON PhyllIS J. lay, Adm,- atrix of the Estate of ~aret G. LellY aIkIa ~aret Geneva LellY, filed with the Clerk he Orphans' Court Di- Joan Shields, being duly sworn says: That she is the Advertising Director of the LEBANON DAILY ~~nta :Sirs~f a~~JY Fi~~~ VS, a newspaper of general circulation, published at Number 718 Poplar Street, City of Lebanon, County 5 in the above Es- ebanon, and State of Pennylvania. Said Account will Th 'd bI' h d d 'I fl' I . , 1872' h' h presented to the Or- at saI newspaper was esta IS e as a aI y newspaper 0 genera clrc uatlOn III , slllce w IC ns' Court of Cumber- said newspaper has been published in the City of Lebanon; that a copy of the printed notice, hereto I County, Pennsylva- h d ' I h ' d d bl' h d' hId" d ' h' h d Offices of the Court e, IS exact y t e same as was pnnte an pu IS e 10 t e regu ar e Ihons an Issues w IC appeare linistrator, Cumber- I September 07 2005 I County Courthouse, ' confirmation and ap- September 14,2005 lal on October 11, September 21 2005 5, unless written ob- , ons are filed prior eto, Written objec- s to the First and Fi- Account should be , with the Clerk of Or- ns' Court not later 1 8:30 o'clock a.m., failing time, on Octo- 11, 2005, otherwise objections will be med waived. Heather D. Royer, Esquire Smigel, Anderson & Sacks, LLP 4431 North Front Street Harrisburg, PA 17110 (717) 234-2401 affiant further deposes and declares that he is not interested in the subject matter of the aforesaid notice Iblication and that all allegations in the foregoing statement as to time, place and character of publication rue. Sworn and subscribed to before me this 21 day of September 2005 Joan Shields ,21 I My commission eXPires~~ I I I ! Statement of Advertising Costs To the Lebanon Daily News For publishing the notice or publications attached Advertisement Cost Affidavit Fee Total Cost $ 344.40 $ 8,00 $ 352.40 , I Proof of Publication Notice in Lebanon County Legal Journal (Under Act No. 587. Approved May 16, 1929) State of pennSYlvania} County of Lebanon ss: Paul W. Kilgore one of the Editors of the Lebanon County Legal Journal, of the County and State afore1 said: being duly sworn, according to law, deposes and says that the Lebanon County Legal Journal, a lega periodical published in the City of Lebanon in the County and State aforesaid, was established July 31' 1946 and designated by the local courts as the official legal periodical for the publication of all leg; notices, and has since July 31, 1946, been regularly issued weekly in said County, and that the printe notice or publication attached hereto is exactly the same as was printed in the regular editions and issue of the said Lebanon County Legal Journal on the following dates, viz: Septemher 7, 14, 21, 2005 Affiant further deposes that he is authorized to verify this statement by the Lebanon County Le]l Journal, a legal periodical of general circulation, and that he is n3! . rested in the subject matter of t e aforesaid notice or advertisement, and that all allegations in oregoing tatements as to time, place d character of publication are true. I IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY. PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 200 I -0407 IN RE: ESTATE OF MARGARET G. LEVY A/KI A MARGARET GENEVA LEVY, deceased NOTICE OF CONFIRMATION TO: Carl S. Tabb You are hereby notified that Phyllis J, Lay, Administratrix of the Estate of Margaret G. Levy a/kla Margaret Geneva Levy, has filed with the Clerk of the Orphans' Court Division a First and Final Account as of July 31 , 2005 in the above Estate. Said Account will be presented to the Orphans' Court of Cumberland County, Pennsylvania, Offices of the Court Administrator, Cumberland County Courthouse, for confirmation and N COUNTY LEGAL JOURNAL, Dr. approval on October 11,2005, unless written Fo objections are filed prior thereto. Written In attached hereto on the above stated dates _$ 54. 50 objections to the First and Final Account Pre should be filed with the Clerk of Orphans' Court not later than 8:30 o'clock a.m., pre- vailing time, on October II, 2005, otherwise To' any objections will be deemed waived. HEATHER D. ROYER, ESQ. Smigel, Anderson & Sacks, LLP :'s Receipt for Advertising Costs 4431 North Front Street I Harrisburg,PA l7110 ,a legal periodical, hereby acknowledges receipt of the aforefaid notice and publication costs and certifies that the same have been duly paid. Sworn to and subscribed before me this .2 70-1 F.~t-~h~ Notit~~: M~R~~RF.T ~ ILEVY a/k/a MARGARET GENEVA LEVY Notary fee $ 5.00 $ 59.50 ~JOU~AL '-. ,,"'J 18J ~~ tll~ I ~ "'l J> ~ 1:1 ~ lJ I!I III ~ lJ ~ r Ul ~ J> ~~ iJl W -i > ~ ; . ~ C - -i 1'1 ~I '1m lJ z 0 " Gl 0 lJ t:I J " z I!I "'l 1) -< lid ~ N I 1'1 w 1'1 -< III ~ z " Q z " Ul I~ N 0 I1i '1l "' Ul z J> ~ ~i~ Q -< -< -i l'l' < Ul r 18J -< J> J> " ~ ~~ t/l~ Z " :;: H 0 " I'l ~~"'l J> -< ~ ~ . " 0 t:" t:" "= :;'-5~a:.g..g-~:f; 8~~[I~~~iI \ll'~~~Cli'Cl ~ii"!l ~!~s ! ~i om !).O i" i~ 11 t~l9.l ~",::>c:o !l ijli5~~'~ Cl ;i~o:5 Ii!} If'f"it{i ~l't~l.l~ 1111( : I . a I Eo_ ...., '" -~ 1;;I!(~Ui '.:2 = g! _ s,i!7::l- = ! -1"';: 0 ~..n Qff ,..! ~~ .~1 (/) --"-, r:-;-1 115! ~i. 9. ~:~ ~") -v ~i:5::r~::>!"0 ,., Q CDgJ-!""C. -, I << t 38 liila-I }i ::-g N iQ~i 5:a & ilN ~j /", -n ::>Clo::>5~a!7 i Q. 0 "0 . - ~ili!7co."" m .. 0.- ~ :1 12.3'!i ~ lOo"i-E!! i . _~o.~o!i;: ,:-i (....) Q)t>>"O =:onS" Ul <:.1<D_:!"s.~<o ~ ..... 0 = 0- 0 '" CD 0 g =' - " , In the Orphans' Court Division ofthe Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYL VANTA No. 2001-0407 Estate of Margaret G. Levy aJk/a Margaret Geneva Levy, deceased. DECREE NISI AND NOW, a.l- 1I (...\- , 2005, the record of this case shows that the First and Final Account of Phyllis J. Lay, Administratrix of the Estate of Margaret G. Levy alk/a Margaret Geneva Levy, has been advertised in accordance with law, notice of the filing of the First and Final Account has been duly given and no exceptions have been filed. The First and Final Account is hereby CONFIRMED NISI and in the absence of exceptions duly filed within ten (10) days herefrom, such confirmation shall be and become absolute as of course. "" ~.> ('~'i l' . c" C'-.' ( c C'..J :; ,i'\," ,.\", ~~::; ~~\~o '1\\ \\{.:;~\Q.':, ,,\ '\ ,,,,,,.( ~ \\::J-'\;.._'-.lS ~'~~ $ , ". ",~ "'<;:." '~""l <.\,....."....... "< \'~ < \ \, x.. $ '!> ~'\. \:.';:,.'" ,A; L.L_ C) ("-; UJ....: S::? :;.cc: LL .-,- LJ._ C~ C:c. LLl C":J a:: C) o U.J c::: . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Margaret G. Levy Date of Death: March 5, 2001 Estate No.: 2001-00407 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: Date: \.0 N :;.= ..cc o :;::.....".. a t..r.:> = c= C'.I 1. State whether administration of the estate is complete: . Yes ~ No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 00 No 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~.u..,~ ~ Signature 0 Heather D. Royer, Esquire 11/8/05 Name Smigel, Anderson & Sacks, LLP 4431 N. Front st., Harrisburg, PA 17110 Address (717) 234-2401 Telephone No. G ' (~l Capacity: 0 Personal Representative E9 Counsel for personal representative ~t;.